Personal Banker Jobs in Lauderdale Lakes, FL
A Personal Banker is a professional who assists clients with their financial objectives, providing them with a range of banking services such as managing bank accounts, providing information on the bank's products and services, offering financial advice, and helping with transactions such as loans and credits. They act as a liaison between the bank and its customers, focusing on building and maintaining relationships to ensure customer satisfaction and loyalty. Their main objective is to help customers understand their financial options and make the best decisions for their financial wellbeing.
Important skills a Personal Banker should possess include excellent customer service skills, strong communication, mathematical proficiency, attention to detail, and problem-solving abilities. They should have a deep understanding of financial products and services. Along with this, they must have a certain level of sales skills to cross-sell and upsell banking products. In most cases, a bachelor's degree in finance, business, or related field is required. Some banks may require certification such as Certified Personal Banker (CPB) conferred by the American Bankers Association. Prior to becoming a Personal Banker, individuals might have held positions such as Bank Teller, Customer Service Representative, or Financial Analyst.
Investment Counselor - Wealthbuilder (Entry Level Financial Advisor Alternative)
- Bay Harbor Islands, FL (20 miles from Lauderdale Lakes, FL)
- 1 day ago
- Bay Harbor Islands, FL (20 miles from Lauderdale Lakes, FL)
- 1 day ago
Management team where you will manage your own roster of our high-net-worth clients....
- Hollywood, FL (12 miles from Lauderdale Lakes, FL)
- 1 day ago
- Hollywood, FL (12 miles from Lauderdale Lakes, FL)
- 1 day ago
As a Personal Banker, you will strengthen customer relationships with a defined sales process....
Financial Advisor - Davie & Bidwell Branch
- Davie, FL (7 miles from Lauderdale Lakes, FL)
- 1 day ago
- Davie, FL (7 miles from Lauderdale Lakes, FL)
- 1 day ago
management and private banking, corporate and investment banking, and capital markets....
2026 January Financial Advisor Development Program - Fort Lauderdale
- Fort Lauderdale, FL (5 miles from Lauderdale Lakes, FL)
- 2 days ago
- Fort Lauderdale, FL (5 miles from Lauderdale Lakes, FL)
- 2 days ago
A background in business administration, wealth management, financial planning, or finance is preferred....
Personal Banker - Silver Lakes
- Pembroke Pines, FL (13 miles from Lauderdale Lakes, FL)
- 3 days ago
- Pembroke Pines, FL (13 miles from Lauderdale Lakes, FL)
- 3 days ago
About this role: Wells Fargo is seeking an Associate Personal Banker (SAFE) for our National Branch Network as part of the Consumer, Small & Business Banking division....
Private Client Banker - Pompano Citi Centre - Pompano Beach, FL
- Pompano Beach, FL (4 miles from Lauderdale Lakes, FL)
- 7 days ago
- Pompano Beach, FL (4 miles from Lauderdale Lakes, FL)
- 7 days ago
You have a passion for taking care of our customers and employees and making them feel welcomed and valued by building lasting relationships, doing the right thing, exceeding expectations and...
Financial Advisor - PNC Investments
- Aventura, FL (17 miles from Lauderdale Lakes, FL)
- 9 days ago
- Aventura, FL (17 miles from Lauderdale Lakes, FL)
- 9 days ago
Job Profile** ****Position Overview**** At PNC, our people are our greatest differentiator and competitive advantage in the markets we serve. We are all united in delivering the best experience...
Bilingual Spanish or Haitian Creole Preferred - Mobile Banking Personal Banker
- Boca Raton, FL (12 miles from Lauderdale Lakes, FL)
- 9 days ago
- Boca Raton, FL (12 miles from Lauderdale Lakes, FL)
- 9 days ago
Position Overview At PNC, our people are our greatest differentiator and competitive advantage in the markets we serve. We are all united in delivering the best experience for our customers. We...
- Boca Raton, FL (12 miles from Lauderdale Lakes, FL)
- 9 days ago
- Boca Raton, FL (12 miles from Lauderdale Lakes, FL)
- 9 days ago
Additional steps will also entail an opportunity to engage with Wealth Management Teams/Offices to support full-time....
Bilingual Spanish or Haitian Creole Preferred - Mobile Banking Personal Banker
- Boca Raton, FL (13 miles from Lauderdale Lakes, FL)
- 10 days ago
- Boca Raton, FL (13 miles from Lauderdale Lakes, FL)
- 10 days ago
Position Overview At PNC, our people are our greatest differentiator and competitive advantage in the markets we serve. We are all united in delivering the best experience for our customers. We...
Personal Banker - Bilingual (Spanish/English) - Surfside, FL
- Surfside, FL (20 miles from Lauderdale Lakes, FL)
- 11 days ago
- Surfside, FL (20 miles from Lauderdale Lakes, FL)
- 11 days ago
About this role: Wells Fargo is seeking an Associate Personal Banker (SAFE) for our National Branch Network as part of the Consumer, Small & Business Banking division....
Roving Personal Banker Dade -Broward East District
- Hollywood, FL (12 miles from Lauderdale Lakes, FL)
- 12 days ago
- Hollywood, FL (12 miles from Lauderdale Lakes, FL)
- 12 days ago
strongWhy Wes Fargo:/strongbrbrAre yo ookng for more? Fnd t here. At Wes Fargo, we're more than a fnanca servces eader - we're a goba trabazer commtted to drvng nnovaton, empowerng commntes, and...
Personal Banker -FT Lauderdale
- Fort Lauderdale, FL (5 miles from Lauderdale Lakes, FL)
- 16 days ago
- Fort Lauderdale, FL (5 miles from Lauderdale Lakes, FL)
- 16 days ago
Provides deep understanding of Retail Banking and strong Customer Service Skills with the ability to engage customers in conversation regarding products and services....
Private Client Banker - Delray Marketplace - Delray Beach, FL
- Delray Beach, FL (19 miles from Lauderdale Lakes, FL)
- 16 days ago
- Delray Beach, FL (19 miles from Lauderdale Lakes, FL)
- 16 days ago
You have a passion for taking care of our customers and employees and making them feel welcomed and valued by building lasting relationships, doing the right thing, exceeding expectations and...
Personal Banker - Deerfield Beach
- Deerfield Beach, FL (9 miles from Lauderdale Lakes, FL)
- 18 days ago
- Deerfield Beach, FL (9 miles from Lauderdale Lakes, FL)
- 18 days ago
PERSONAL BANKER Essential Functions: Ensure the branch production goals are met....
Demographic Data for Lauderdale Lakes, FL
Moving to Lauderdale Lakes, FL? Find some basic demographic data about Lauderdale Lakes, FL below.
Personal Banker Online Courses and Training Opportunities
Salary for Personal Banker Jobs in Lauderdale Lakes, FL
Required or preferred licenses and certifications for Personal Banker positions.
Highest Education Level
Personal Bankers in Lauderdale Lakes, FL offer the following education backgroundQualifications / Skill Sets
The following top skills are often required or desired to land a Personal Banker position
- Business Planning
- Personal Banker
- Flexibility
- Military Background
- Client Relationships
- Securities and Exchange Commission
- Asset Allocation
- Compensation and Benefits
- Certified Financial Planner
- Annuities
- Series 65 Licensed
- Retail Banking
- Dodd-Frank
- Account Opening
- Consumer Lending
- Nationwide Mortgage Licensing System & Registry
- Lending
- BSA
- Account Maintenance
- Cross Selling
- Mortgage Processing
- Financial Services
- Wealth Management
- Investment Management
- Fraud Investigation
- Financial Planning
- Cash Handling
- Notary Public
- Referrals
- Customer Satisfaction
- Risk Management
- Relationship Management
- Inbound/Outbound Calling
- Listening
- Customer Relations
- Retail
- High School Diploma
- Business Development
- Written Communication
- Negotiation
- Telephone Skills
- Reporting
- Coaching
- Regulations
- Policy Development
- Sales
- Problem Solving
- Organization
- Customer Service
- Scheduling
- Leadership
- Communication Skills
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