Personal Banker Jobs in Lutz, 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.
Technology Client Relationship Manager I/Project Manager I
- Tampa, FL (13 miles from Lutz, FL)
- 1 day ago
- Tampa, FL (13 miles from Lutz, FL)
- 1 day ago
A leading comprehensive engineering design and consulting firm, SSR provides innovative solutions for clients with facility and infrastructure challenges. To achieve client needs, SSR has multiple...
Personal Banker Associate II - Odessa, FL
- Odessa, FL (6 miles from Lutz, FL)
- 2 days ago
- Odessa, FL (6 miles from Lutz, FL)
- 2 days ago
Banker job family....
Personal Banker - Clearwater District, Clearwater FL
- Clearwater, FL (21 miles from Lutz, FL)
- 3 days ago
- Clearwater, FL (21 miles from Lutz, 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....
Team Manager - Financial Advisor
- Tampa, FL (13 miles from Lutz, FL)
- 3 days ago
- Tampa, FL (13 miles from Lutz, FL)
- 3 days ago
The individual will be part of the Morgan Stanley Virtual Advisor (MSVA) team within Morgan Stanley Wealth Management....
- Tampa, FL (13 miles from Lutz, FL)
- 4 days ago
- Tampa, FL (13 miles from Lutz, FL)
- 4 days ago
Job Details: Financial Advisor Join a dynamic and rapidly growing wealth management practice where your talent and skills are valued and rewarded....
Personal Banker Roving East Hillsborough Polk District
- Plant City, FL (22 miles from Lutz, FL)
- 4 days ago
- Plant City, FL (22 miles from Lutz, FL)
- 4 days ago
About this role: Wells Fargo is seeking an Associate Roving Personal Banker (SAFE) for our National Branch Network as part of the Consumer, Small & Business Banking division....
- Weeki Wachee, FL (24 miles from Lutz, FL)
- 5 days ago
- Weeki Wachee, FL (24 miles from Lutz, FL)
- 5 days ago
Limited origination of simple consumer lending products such as personal loans and credit cards....
Personal Banker Wells Fargo Center Tampa
- Tampa, FL (13 miles from Lutz, FL)
- 6 days ago
- Tampa, FL (13 miles from Lutz, FL)
- 6 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....
- Clearwater, FL (21 miles from Lutz, FL)
- 8 days ago
- Clearwater, FL (21 miles from Lutz, FL)
- 8 days ago
As a Personal Banker within PNC's Retail Bank Organization, you will be based in Clearwater, FL 33761. Bilingual Spanish Preferred....
- Carrollwood, FL (4 miles from Lutz, FL)
- 9 days ago
- Carrollwood, FL (4 miles from Lutz, FL)
- 9 days ago
As a Personal Banker within PNC's Retail Bank Organization, you will be based in Tampa, FL 33618. Bilingual Spanish Preferred....
- Clearwater, FL (16 miles from Lutz, FL)
- 9 days ago
- Clearwater, FL (16 miles from Lutz, FL)
- 9 days ago
As a Personal Banker within PNC's Retail Bank Organization, you will be based in Clearwater, FL 33761. Bilingual Spanish Preferred....
Float Personal Banker I - Full Time - Tampa West Region
- New Port Richey, FL (17 miles from Lutz, FL)
- 9 days ago
- New Port Richey, FL (17 miles from Lutz, FL)
- 9 days ago
Banker job family....
Financial Advisor - Acquisition Sales (VCS) - Tampa, FL
- Tampa, FL (13 miles from Lutz, FL)
- 10 days ago
- Tampa, FL (13 miles from Lutz, FL)
- 10 days ago
Virtual Advisor (MSVA) is Morgan Stanley's wealth management offering for mass affluent clients with a specific focus in the coveted Next-Gen retail space....
Customer Relationship Manager L1
- Tampa, FL (13 miles from Lutz, FL)
- 11 days ago
- Tampa, FL (13 miles from Lutz, FL)
- 11 days ago
Requisition Number: 198706 Job Description Cintas is seeking a Customer Relationship Manager L1 to serve as a liaison between Cintas customers, sales and all business units. Responsibilities...
- Tampa, FL (13 miles from Lutz, FL)
- 12 days ago
- Tampa, FL (13 miles from Lutz, FL)
- 12 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....
Demographic Data for Lutz, FL
Moving to Lutz, FL? Find some basic demographic data about Lutz, FL below.
Personal Banker Online Courses and Training Opportunities
Salary for Personal Banker Jobs in Lutz, FL
Required or preferred licenses and certifications for Personal Banker positions.
Highest Education Level
Personal Bankers in Lutz, FL offer the following education backgroundQualifications / Skill Sets
The following top skills are often required or desired to land a Personal Banker position
- Personal Banker
- Flexibility
- Military Background
- Client Relationships
- Securities and Exchange Commission
- Asset Allocation
- Compensation and Benefits
- Mutual Funds
- Certified Financial Planner
- Annuities
- Series 65 Licensed
- Retail Banking
- Dodd-Frank
- Mortgage Lending
- Consumer Lending
- Nationwide Mortgage Licensing System & Registry
- Lending
- BSA
- Account Maintenance
- Commercial Banking
- Private Banking
- Cross Selling
- Mortgage Processing
- Financial Services
- Wealth Management
- Investment Management
- Fraud Investigation
- Financial Planning
- Cash Handling
- Notary Public
- Customer Satisfaction
- Referrals
- Risk Management
- Relationship Management
- Inbound/Outbound Calling
- Business Development
- Customer Relations
- High School Diploma
- Listening
- Retail
- Written Communication
- Telephone Skills
- Negotiation
- Employee Development
- Coaching
- Reporting
- Regulations
- Policy Development
- Sales
- Problem Solving
- Organization
- Customer Service
- Scheduling
- Leadership
- Communication Skills
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