Personal Banker Jobs in Macdill Afb, 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 (20 miles from Macdill Afb, FL)
- 4 hours ago
- Odessa, FL (20 miles from Macdill Afb, FL)
- 4 hours ago
Management team where you will manage your own roster of our high-net-worth clients....
- Palm Harbor, FL (21 miles from Macdill Afb, FL)
- 5 hours ago
- Palm Harbor, FL (21 miles from Macdill Afb, FL)
- 5 hours ago
Personal Banker - Palm Harbor GTE Financial United States, Florida, Palm Harbor Jun 10, 2025 Come join our GTE Financial team! We are looking for a customer-focused individual to join our team....
- Tampa, FL (7 miles from Macdill Afb, FL)
- 1 day ago
- Tampa, FL (7 miles from Macdill Afb, FL)
- 1 day 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...
Personal Banker Associate I - Lutz, FL
- Lutz, FL (20 miles from Macdill Afb, FL)
- 1 day ago
- Lutz, FL (20 miles from Macdill Afb, FL)
- 1 day ago
Banker job family....
- Largo, FL (17 miles from Macdill Afb, FL)
- 2 days ago
- Largo, FL (17 miles from Macdill Afb, FL)
- 2 days ago
As a Personal Banker within PNC's Retail Bank Organization, you will be based in Largo, FL 33778. Bilingual Spanish Preferred....
Financial Advisor - Tampa/St. Petersburg, FL
- Tampa, FL (7 miles from Macdill Afb, FL)
- 3 days ago
- Tampa, FL (7 miles from Macdill Afb, FL)
- 3 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...
Personal Financial Representative
- Saint Petersburg, FL (8 miles from Macdill Afb, FL)
- 4 days ago
- Saint Petersburg, FL (8 miles from Macdill Afb, FL)
- 4 days ago
Would you like to own a meaningful financial services practice under the Allstate brand? Scale your existing practice with proven support, flexibility, and access to new customers. We're looking...
- Clearwater, FL (18 miles from Macdill Afb, FL)
- 5 days ago
- Clearwater, FL (18 miles from Macdill Afb, FL)
- 5 days ago
Personal Banker - Clearwater GTE Financial United States, Florida, Clearwater 29492 US Highway 19 North (Show on map) Jun 05, 2025 Come join our GTE Financial team!...
Private Client Banker - Providence and Bloomingdale - Riverview, FL
- Riverview, FL (12 miles from Macdill Afb, FL)
- 5 days ago
- Riverview, FL (12 miles from Macdill Afb, FL)
- 5 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 Associate I - Seffner, FL Areas
- Seffner, FL (17 miles from Macdill Afb, FL)
- 8 days ago
- Seffner, FL (17 miles from Macdill Afb, FL)
- 8 days ago
Banker job family....
- St Petersburg, FL (8 miles from Macdill Afb, FL)
- 9 days ago
- St Petersburg, FL (8 miles from Macdill Afb, FL)
- 9 days ago
Management team where you will manage your own roster of our high-net-worth clients....
Personal Banker Largo Tri City
- Clearwater, FL (18 miles from Macdill Afb, FL)
- 9 days ago
- Clearwater, FL (18 miles from Macdill Afb, FL)
- 9 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....
AMP Financial Advisor Trainee- Saint Petersburg, FL
- Saint Petersburg, FL (8 miles from Macdill Afb, FL)
- 11 days ago
- Saint Petersburg, FL (8 miles from Macdill Afb, FL)
- 11 days ago
Through distance learning, apprenticeship and training at the firm's international headquarters, the Advisor Mastery Program (AMP) offers a comprehensive education for the next generation of...
Personal Banker Bilingual Palm Harbor
- Palm Harbor, FL (21 miles from Macdill Afb, FL)
- 15 days ago
- Palm Harbor, FL (21 miles from Macdill Afb, FL)
- 15 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....
Merrill Experienced Financial Advisor
- Tampa, FL (7 miles from Macdill Afb, FL)
- 17 days ago
- Tampa, FL (7 miles from Macdill Afb, FL)
- 17 days ago
Job Description: Merrill Wealth Management is a leading provider of comprehensive wealth management and investment products and services for individuals, companies, and institutions....
Demographic Data for Macdill Afb, FL
Moving to Macdill Afb, FL? Find some basic demographic data about Macdill Afb, FL below.
Personal Banker Online Courses and Training Opportunities
Salary for Personal Banker Jobs in Macdill Afb, FL
Required or preferred licenses and certifications for Personal Banker positions.
Highest Education Level
Personal Bankers in Macdill Afb, 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
- Check Cashing
- 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
- Customer Satisfaction
- Referrals
- Risk Management
- Relationship Management
- Inbound/Outbound Calling
- Customer Relations
- Retail
- High School Diploma
- Business Development
- Negotiation
- Telephone Skills
- Written Communication
- Coaching
- Employee Development
- Regulations
- Reporting
- Policy Development
- Sales
- Problem Solving
- Organization
- Customer Service
- Scheduling
- Leadership
- Communication Skills
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