Personal Banker Jobs in Marco Island, 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.
- Naples, FL (15 miles from Marco Island, FL)
- 3 days ago
- Naples, FL (15 miles from Marco Island, 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....
Retail Personal Banker Associate I-1
- Naples, FL (15 miles from Marco Island, FL)
- 6 days ago
- Naples, FL (15 miles from Marco Island, FL)
- 6 days ago
Banker job family....
Retail Personal Banker Associate II-Naples
- Naples, FL (15 miles from Marco Island, FL)
- 7 days ago
- Naples, FL (15 miles from Marco Island, FL)
- 7 days ago
Banker job family....
Senior Financial Advisor & Planner - Wealth Management/Personal Strategy
- Naples, FL (15 miles from Marco Island, FL)
- 15 days ago
- Naples, FL (15 miles from Marco Island, FL)
- 15 days ago
Our vision for the future is based on the idea that transforming financial lives starts by giving our people the freedom to transform their own. We have a flexible work environment, and fluid...
- Naples, FL (15 miles from Marco Island, FL)
- 17 days ago
- Naples, FL (15 miles from Marco Island, FL)
- 17 days ago
Personal Banker is expected to serve as a mentor to fellow Personal Bankers and to strive to help evolve the processes, procedures and operating environment of their Wealth Management team....
- Naples, FL (15 miles from Marco Island, FL)
- 19 days ago
- Naples, FL (15 miles from Marco Island, FL)
- 19 days ago
You will spend most of your time as a personal banker, engaging customers in sales conversations to identify appropriate financial solutions....
Private Client Financial Advisor - Naples, FL
- Naples, FL (15 miles from Marco Island, FL)
- 20 days ago
- Naples, FL (15 miles from Marco Island, FL)
- 20 days ago
Primary responsibilities include Develop a high-quality wealth management practice that provides a personalized wealth management strategy....
- Naples, FL (15 miles from Marco Island, FL)
- 20 days ago
- Naples, FL (15 miles from Marco Island, FL)
- 20 days ago
You will spend most of your time as a personal banker, engaging customers in sales conversations to identify appropriate financial solutions....
Investment Executive (Financial Advisor) Southwest, FL
- Naples, FL (15 miles from Marco Island, FL)
- 45+ days ago
- Naples, FL (15 miles from Marco Island, FL)
- 45+ 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:...
- Naples, FL (15 miles from Marco Island, FL)
- 90+ days ago
- Naples, FL (15 miles from Marco Island, FL)
- 90+ days ago
Join Our Team For 70 years, Teachers Federal Credit Union has been committed to guiding members toward building a strong financial foundation today for a better tomorrow. Named one of America's...
Financial Advisor - Naples, FL and surrounding areas
- Naples, FL (15 miles from Marco Island, FL)
- 60+ days ago
- Naples, FL (15 miles from Marco Island, FL)
- 60+ 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...
- Naples, FL (15 miles from Marco Island, FL)
- 90+ days ago
- Naples, FL (15 miles from Marco Island, FL)
- 90+ days ago
Location : On site at location listed in job posting. Summary : We are seeking outstanding Advisors to join our growing team. If you are looking to grow your career and have a positive impact on...
Demographic Data for Marco Island, FL
Moving to Marco Island, FL? Find some basic demographic data about Marco Island, FL below.
Personal Banker Online Courses and Training Opportunities
Salary for Personal Banker Jobs in Marco Island, FL
Required or preferred licenses and certifications for Personal Banker positions.
Highest Education Level
Personal Bankers in Marco Island, 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
- Customer Satisfaction
- Referrals
- Risk Management
- Relationship Management
- Inbound/Outbound Calling
- Customer Relations
- Retail
- High School Diploma
- Business Development
- Negotiation
- Written Communication
- Telephone Skills
- Coaching
- Employee Development
- Regulations
- Reporting
- 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 »