Personal Banker Jobs in Margate, 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.
Private Client Banker - Pompano Citi Centre - Pompano Beach, FL
- Deerfield Beach, FL (8 miles from Margate, FL)
- 1 day ago
- Deerfield Beach, FL (8 miles from Margate, FL)
- 1 day 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...
Roving Personal Banker-Hillsborough Pasco
- Delray Beach, FL (16 miles from Margate, FL)
- 2 days ago
- Delray Beach, FL (16 miles from Margate, FL)
- 2 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....
Private Client Banker - Pompano Citi Centre - Pompano Beach, FL
- Pompano Beach, FL (5 miles from Margate, FL)
- 3 days ago
- Pompano Beach, FL (5 miles from Margate, FL)
- 3 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...
Financial Advisor - PNC Investments
- Aventura, FL (21 miles from Margate, FL)
- 5 days ago
- Aventura, FL (21 miles from Margate, FL)
- 5 days ago
Job Profile** ****Position Overview**** At PNC, our people are our greatest differentiator and competitive advantage in the markets we serve. We are all united in delivering the best experience...
Bilingual Spanish or Haitian Creole Preferred - Mobile Banking Personal Banker
- Boca Raton, FL (10 miles from Margate, FL)
- 5 days ago
- Boca Raton, FL (10 miles from Margate, FL)
- 5 days ago
Position Overview At PNC, our people are our greatest differentiator and competitive advantage in the markets we serve. We are all united in delivering the best experience for our customers. We...
- Boca Raton, FL (10 miles from Margate, FL)
- 6 days ago
- Boca Raton, FL (10 miles from Margate, FL)
- 6 days ago
Additional steps will also entail an opportunity to engage with Wealth Management Teams/Offices to support full-time....
Associate Personal Banker - Monarch Lakes - Miramar, FL
- Miramar, FL (18 miles from Margate, FL)
- 6 days ago
- Miramar, FL (18 miles from Margate, 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) - Welleby Plaza - Sunrise, FL
- Sunrise, FL (7 miles from Margate, FL)
- 6 days ago
- Sunrise, FL (7 miles from Margate, 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....
Bilingual Spanish or Haitian Creole Preferred - Mobile Banking Personal Banker
- Boca Raton, FL (10 miles from Margate, FL)
- 7 days ago
- Boca Raton, FL (10 miles from Margate, FL)
- 7 days ago
Position Overview At PNC, our people are our greatest differentiator and competitive advantage in the markets we serve. We are all united in delivering the best experience for our customers. We...
Roving Personal Banker Dade -Broward East District
- Hollywood, FL (16 miles from Margate, FL)
- 8 days ago
- Hollywood, FL (16 miles from Margate, FL)
- 8 days ago
strongWhy Wes Fargo:/strongbrbrAre yo ookng for more? Fnd t here. At Wes Fargo, we're more than a fnanca servces eader - we're a goba trabazer commtted to drvng nnovaton, empowerng commntes, and...
Personal Banker -FT Lauderdale
- Fort Lauderdale, FL (10 miles from Margate, FL)
- 12 days ago
- Fort Lauderdale, FL (10 miles from Margate, 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....
Private Client Banker - Delray Marketplace - Delray Beach, FL
- Delray Beach, FL (16 miles from Margate, FL)
- 13 days ago
- Delray Beach, FL (16 miles from Margate, FL)
- 13 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...
- Opa Locka, FL (24 miles from Margate, FL)
- 13 days ago
- Opa Locka, FL (24 miles from Margate, 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....
Personal Banker - Deerfield Beach
- Deerfield Beach, FL (8 miles from Margate, FL)
- 14 days ago
- Deerfield Beach, FL (8 miles from Margate, FL)
- 14 days ago
PERSONAL BANKER Essential Functions: Ensure the branch production goals are met....
- Boca Raton, FL (10 miles from Margate, FL)
- 16 days ago
- Boca Raton, FL (10 miles from Margate, FL)
- 16 days ago
As a Personal Banker within PNC's Retail Banking organization, you will be based in Boca Raton, FL at our Glades- Lyons Branch. Bilingual Spanish Preferred....
Demographic Data for Margate, FL
Moving to Margate, FL? Find some basic demographic data about Margate, FL below.
Personal Banker Online Courses and Training Opportunities
Salary for Personal Banker Jobs in Margate, FL
Required or preferred licenses and certifications for Personal Banker positions.
Highest Education Level
Personal Bankers in Margate, 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
- Reporting
- Coaching
- Regulations
- Policy Development
- Sales
- Problem Solving
- Organization
- Customer Service
- Scheduling
- Leadership
- Communication Skills
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