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.
- Clearwater, FL (18 miles from Macdill Afb, FL)
- 17 hours ago
- Clearwater, FL (18 miles from Macdill Afb, FL)
- 17 hours ago
Provides deep understanding of Retail Banking and strong Customer Service Skills with the ability to engage customers in conversation regarding products and services....
Investment Counselor (Financial Advisor Alternative)
- Odessa, FL (20 miles from Macdill Afb, FL)
- 1 day ago
- Odessa, FL (20 miles from Macdill Afb, FL)
- 1 day 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...
Remote Work- Tampa, FL (7 miles from Macdill Afb, FL)
- 1 day ago
- Tampa, FL (7 miles from Macdill Afb, FL)
- 1 day ago
Job Summary Entry-level banking role to build proficiency in transactional, and service functions. Operates as a multi-functional team member with the ability to process transactions, provide...
- Parrish, FL (23 miles from Macdill Afb, FL)
- 2 days ago
- Parrish, FL (23 miles from Macdill Afb, FL)
- 2 days ago
Banker job family....
Personal Banker - Seminole Branch (Seminole, FL)
- Seminole, FL (16 miles from Macdill Afb, FL)
- 2 days ago
- Seminole, FL (16 miles from Macdill Afb, FL)
- 2 days ago
Working in a team environment, the Personal Banker/Customer Service Representative III will work in a Retail Branch location assisting customers with banking transactions on the Platform, in the Teller...
- Clearwater, FL (18 miles from Macdill Afb, FL)
- 5 days ago
- Clearwater, FL (18 miles from Macdill Afb, FL)
- 5 days ago
As a Personal Banker within PNC's Retail Bank Organization, you will be based in Clearwater, FL 33765. Bilingual Spanish Preferred....
Personal Banker Clearwater District
- Clearwater, FL (18 miles from Macdill Afb, FL)
- 6 days ago
- Clearwater, FL (18 miles from Macdill Afb, 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....
Associate Personal Banker (SAFE) - Clearwater District - St. Petersburg/Largo, FL
- Pinellas Park, FL (11 miles from Macdill Afb, FL)
- 7 days ago
- Pinellas Park, FL (11 miles from Macdill Afb, FL)
- 7 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 Associate II - West Tampa, FL
- Tampa, FL (7 miles from Macdill Afb, FL)
- 10 days ago
- Tampa, FL (7 miles from Macdill Afb, FL)
- 10 days ago
Banker job family....
Bilingual Spanish - Personal Banker Bilingual Spanish - Personal Banker
- Temple Terrace, FL (15 miles from Macdill Afb, FL)
- 20 days ago
- Temple Terrace, FL (15 miles from Macdill Afb, FL)
- 20 days ago
Bilingual Spanish - Personal Banker PNC Financial Services Group 3.6 ( ) Temple Terrace, FL Why you should apply for a job to PNC Financial Services Group : Ranked as one of the 4.1/5 in supportive...
Investment Executive (Financial Advisor) Southwest, FL
- Saint Petersburg, FL (8 miles from Macdill Afb, FL)
- 22 days ago
- Saint Petersburg, FL (8 miles from Macdill Afb, FL)
- 22 days 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:...
- Tampa, FL (7 miles from Macdill Afb, FL)
- 27 days ago
- Tampa, FL (7 miles from Macdill Afb, FL)
- 27 days ago
Originate consumer lending applications including home equity lending (NMLS registered)....
Bilingual Spanish - Personal Banker
- Temple Terrace, FL (15 miles from Macdill Afb, FL)
- 28 days ago
- Temple Terrace, FL (15 miles from Macdill Afb, FL)
- 28 days ago
As a Personal Banker within PNC's Retail Bank Organization, you will be based in Temple Terrace, FL 33617. Bilingual Spanish Required....
- Tampa, FL (7 miles from Macdill Afb, FL)
- 30+ days ago
- Tampa, FL (7 miles from Macdill Afb, FL)
- 30+ 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...
Personal Banking Advisor - New Tampa - Tampa, FL
- Tampa, FL (7 miles from Macdill Afb, FL)
- 30+ days ago
- Tampa, FL (7 miles from Macdill Afb, FL)
- 30+ days ago
Job Title: Personal Banking Advisor Primary Location: 17635 Bruce B Downs Blvd, Tampa, FL 33647 Employee Status: full-time hourly Estimated Hours/Week: 38 Remote: No % of Travel for the Position:...
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
- Outside Sales
- Personal Banker
- Consultative Sales
- Flexibility
- Retail Banking
- Military Background
- Client Relationships
- Securities and Exchange Commission
- Compensation and Benefits
- Mutual Funds
- Certified Financial Planner
- Series 65 Licensed
- Dodd-Frank
- Consumer Lending
- Lending
- Account Opening
- Nationwide Mortgage Licensing System & Registry
- Commercial Banking
- BSA
- Private Banking
- 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
- Closing
- Inbound/Outbound Calling
- Relationship Management
- Business Development
- Retail
- Math
- Customer Relations
- High School Diploma
- Written Communication
- Coaching
- Telephone Skills
- Reporting
- Interpersonal Skills
- Policy Development
- Regulations
- Problem Solving
- Sales
- Organization
- Customer Service
- Scheduling
- Leadership
- Communication Skills
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