Personal Banker Jobs in Lehigh Acres, 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.
Personal Banker Associate I - Cape Coral - Spanish speaking highly preferred
- Fort Myers, FL (16 miles from Lehigh Acres, FL)
- 7 hours ago
- Fort Myers, FL (16 miles from Lehigh Acres, FL)
- 7 hours ago
Banker job family....
Personal Banker Associate I - Verdana DeNovo
- Estero, FL (15 miles from Lehigh Acres, FL)
- 1 day ago
- Estero, FL (15 miles from Lehigh Acres, FL)
- 1 day ago
Banker job family....
Investment Executive (Financial Advisor) Southwest, FL
- Fort Myers, FL (16 miles from Lehigh Acres, FL)
- 1 day ago
- Fort Myers, FL (16 miles from Lehigh Acres, FL)
- 1 day ago
Make banking a Fifth Third better We connect great people to great opportunities. Are you ready to take the next step? Discover a career in banking at Fifth Third Bank. GENERAL FUNCTION:...
- Fort Myers, FL (13 miles from Lehigh Acres, FL)
- 16 days ago
- Fort Myers, FL (13 miles from Lehigh Acres, FL)
- 16 days ago
Banker job family....
- Fort Myers, FL (16 miles from Lehigh Acres, FL)
- 18 days ago
- Fort Myers, FL (16 miles from Lehigh Acres, FL)
- 18 days ago
Banker job family....
- Bonita Springs, FL (20 miles from Lehigh Acres, FL)
- 60+ days ago
- Bonita Springs, FL (20 miles from Lehigh Acres, FL)
- 60+ 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....
- Cape Coral, FL (20 miles from Lehigh Acres, FL)
- 90+ days ago
- Cape Coral, FL (20 miles from Lehigh Acres, FL)
- 90+ days ago
This individual delivers comprehensive wealth management solutions for individuals, families, and business owners....
Financial Advisor - Fort Myers, FL and Surrounding areas
- Fort Myers, FL (16 miles from Lehigh Acres, FL)
- 90+ days ago
- Fort Myers, FL (16 miles from Lehigh Acres, FL)
- 90+ days ago
Meaningful work. Rewarding career. Make an impact providing expert financial advice with heart. Thrivent is a different kind of financial services firm, one that puts generosity at the center of...
Demographic Data for Lehigh Acres, FL
Moving to Lehigh Acres, FL? Find some basic demographic data about Lehigh Acres, FL below.
Personal Banker Online Courses and Training Opportunities
Salary for Personal Banker Jobs in Lehigh Acres, FL
Required or preferred licenses and certifications for Personal Banker positions.
Highest Education Level
Personal Bankers in Lehigh Acres, 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
- Investigation
- Negotiation
- Telephone Skills
- Reporting
- Coaching
- Regulations
- Policy Development
- Sales
- Problem Solving
- Organization
- Customer Service
- Scheduling
- Leadership
- Communication Skills
Other Career Titles
Here are some other career titles that require similar skills
Personal Banker Related Career Advice Articles
Career Spotlight: Personal Banker
What does a personal banker do? Is a personal banker salary rewarding? Get answers to these questions and more in our guide to personal banker careers.
Read article »
How to Decide Between Investment Banking and Commercial Banking
Many finance professionals begin the career planning phase by taking some time to figure out whether they want to pursue commercial banking or investment banking. While both career paths can reap great rewards, each comes with a different set of responsibilities and skills. Here is a breakdown of some of the factors that separate careers in investment and commercial banking to consider.
Read article »