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.
Investment Counselor Wealthbuilder (Entry Level Financial Advisor Alternative)
- Odessa, FL (6 miles from Lutz, FL)
- 20 hours ago
- Odessa, FL (6 miles from Lutz, FL)
- 20 hours ago
Management team where you will manage your own roster of our high-net-worth clients....
Personal Banker I Associate - Downtown Tampa, FL
- Tampa, FL (13 miles from Lutz, FL)
- 21 hours ago
- Tampa, FL (13 miles from Lutz, FL)
- 21 hours ago
Banker job family....
Roving Personal Banker-Hillsborough Pasco
- Land O Lakes, FL (8 miles from Lutz, FL)
- 1 day ago
- Land O Lakes, FL (8 miles from Lutz, FL)
- 1 day 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....
Financial Advisor - Pinellas County, FL
- Tampa, FL (13 miles from Lutz, FL)
- 3 days ago
- Tampa, FL (13 miles from Lutz, FL)
- 3 days ago
Who We Are At Corebridge Financial, we believe action is everything. That's why every day we partner with financial professionals and institutions to make it possible for more people to take...
- Clearwater, FL (19 miles from Lutz, FL)
- 4 days ago
- Clearwater, FL (19 miles from Lutz, FL)
- 4 days ago
As a Personal Banker within PNC's Retail Bank Organization, you will be based in Clearwater, FL 33765. Bilingual Spanish Preferred....
- Clearwater, FL (21 miles from Lutz, FL)
- 5 days ago
- Clearwater, FL (21 miles from Lutz, FL)
- 5 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....
Personal Banker Clearwater Mall
- Clearwater, FL (21 miles from Lutz, FL)
- 6 days ago
- Clearwater, FL (21 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....
- Tampa, FL (13 miles from Lutz, FL)
- 6 days ago
- Tampa, FL (13 miles from Lutz, FL)
- 6 days ago
management business development techniques Strong understanding and experience interacting with retail and small business banking clients Consultative sales experience required Demonstrated ability...
- Palm Harbor, FL (17 miles from Lutz, FL)
- 6 days ago
- Palm Harbor, FL (17 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....
Personal Banker - Temple Terrace
- Temple Terrace, FL (8 miles from Lutz, FL)
- 11 days ago
- Temple Terrace, FL (8 miles from Lutz, FL)
- 11 days ago
POSITION PURPOSE AND OBJECTIVES: The Personal Banker is responsible for providing efficient, professional, and quality customer service to all Republic Bank & Trust Company clients....
Investment Counselor (Financial Advisor Alternative)
- Palm Harbor, FL (17 miles from Lutz, FL)
- 12 days ago
- Palm Harbor, FL (17 miles from Lutz, FL)
- 12 days ago
Stop prospecting! Come join our firm as an Investment Counselor for a provided roster of high-net-worth clients. Since 1995, Fisher Investments has developed a specialized approach focused on our...
- Brandon, FL (18 miles from Lutz, FL)
- 13 days ago
- Brandon, FL (18 miles from Lutz, FL)
- 13 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)
- 16 days ago
- Clearwater, FL (21 miles from Lutz, FL)
- 16 days ago
Overview** ____________________________________ Client Relationship Manager - Clearwater, FL ____________________________________ About Us: Southern Guaranty Insurance Company, often referred to...
- Odessa, FL (6 miles from Lutz, FL)
- 18 days ago
- Odessa, FL (6 miles from Lutz, FL)
- 18 days ago
Stop prospecting! Come join our firm as an Investment Counselor for a provided roster of high-net-worth clients. Since 1995, Fisher Investments has developed a specialized approach focused on our...
- Tampa, FL (13 miles from Lutz, FL)
- 19 days ago
- Tampa, FL (13 miles from Lutz, FL)
- 19 days ago
Leverage expertise in personal and business financial planning, guiding members through complex financial decisions such as investments, retirement planning, insurance needs, and wealth management strategies...
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
- 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
- Customer Relations
- Retail
- High School Diploma
- Business Development
- Written Communication
- Negotiation
- Telephone Skills
- Employee Development
- Reporting
- Coaching
- Regulations
- Policy Development
- Sales
- Problem Solving
- Organization
- Customer Service
- Scheduling
- Leadership
- Communication Skills
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