Personal Banker Jobs in Miami, 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.
Personal Banker - Lincoln Rd - Miami Beach, FL
- Miami Beach, FL (3 miles from Miami, FL)
- 23 hours ago
- Miami Beach, FL (3 miles from Miami, FL)
- 23 hours 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....
About Northern Trust: Northern Trust, a Fortune 500 company, is a globally recognized, award-winning financial institution that has been in continuous operation since 1889. Northern Trust is proud...
Personal Banker II or Senior - Doral
- Doral, FL (6 miles from Miami, FL)
- 1 day ago
- Doral, FL (6 miles from Miami, FL)
- 1 day ago
lending...
Transitional Financial Advisor - Aventura, FL
- Aventura, FL (12 miles from Miami, FL)
- 1 day ago
- Aventura, FL (12 miles from Miami, FL)
- 1 day ago
management business development techniques, products, services and overall industry....
Personal Banker SAFE ACT- Bilingual English/Spanish Preferred- Bird Road Branch
- Miami, FL
- 2 days ago
- Miami, FL
- 2 days ago
The Personal Banker SAFE Act is an entry level position responsible for the assistance in the execution of sales, products or service activities in coordination with the customer service team....
Personal Banker II or Sr - Rio Vista
- Fort Lauderdale, FL (24 miles from Miami, FL)
- 2 days ago
- Fort Lauderdale, FL (24 miles from Miami, FL)
- 2 days ago
Job Summary Serves as the front-line point of contact for retail branch customers executing activities required to meet sales and service needs of customers and branch goals and objectives....
- Coral Gables, FL (5 miles from Miami, FL)
- 3 days ago
- Coral Gables, FL (5 miles from Miami, FL)
- 3 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...
- Ft Lauderdale, FL (24 miles from Miami, FL)
- 4 days ago
- Ft Lauderdale, FL (24 miles from Miami, FL)
- 4 days ago
Work with an experienced advisor to build a personal book of business and help shape clients' financial future, by developing an ongoing financial planning relationship focused on accomplishing...
Personal Banker Bilingual Pembroke Pines
- Pembroke Pines, FL (15 miles from Miami, FL)
- 4 days ago
- Pembroke Pines, FL (15 miles from Miami, FL)
- 4 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 Skylake Branch, North Miami Beach, FL - Haitian-Creole Speaker Desired
- North Miami Beach, FL (12 miles from Miami, FL)
- 5 days ago
- North Miami Beach, FL (12 miles from Miami, FL)
- 5 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....
Financial Advisor - Pnc Investments
- Pinecrest, FL (9 miles from Miami, FL)
- 6 days ago
- Pinecrest, FL (9 miles from Miami, FL)
- 6 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 work...
Personal Banker-Executive Airport, Ft. Lauderdale, FL
- Ft Lauderdale, FL (24 miles from Miami, FL)
- 7 days ago
- Ft Lauderdale, FL (24 miles from Miami, 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....
- Davie, FL (21 miles from Miami, FL)
- 7 days ago
- Davie, FL (21 miles from Miami, 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....
- Fort Lauderdale, FL (24 miles from Miami, FL)
- 7 days ago
- Fort Lauderdale, FL (24 miles from Miami, 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 SAFE Act- Bilingual English/Spanish Preferred- Doral Branch
- Miami, FL
- 7 days ago
- Miami, FL
- 7 days ago
The Personal Banker SAFE Act is an entry level position responsible for the assistance in the execution of sales, products or service activities in coordination with the customer service team....
Demographic Data for Miami, FL
Moving to Miami, FL? Find some basic demographic data about Miami, FL below.
Personal Banker Online Courses and Training Opportunities
Salary for Personal Banker Jobs in Miami, FL
Required or preferred licenses and certifications for Personal Banker positions.
Highest Education Level
Personal Bankers in Miami, FL offer the following education backgroundQualifications / Skill Sets
The following top skills are often required or desired to land a Personal Banker position
- Personal Banker
- Flexibility
- Military Background
- Client Relationships
- Securities and Exchange Commission
- Asset Allocation
- Compensation and Benefits
- Mutual Funds
- Certified Financial Planner
- Annuities
- Series 65 Licensed
- Retail Banking
- Dodd-Frank
- Mortgage Lending
- Account Opening
- Consumer Lending
- Nationwide Mortgage Licensing System & Registry
- Lending
- BSA
- Account Maintenance
- Commercial Banking
- Private Banking
- Cross Selling
- Mortgage Processing
- Financial Services
- Wealth Management
- Fraud Investigation
- Financial Planning
- Cash Handling
- Complaint Resolution
- Notary Public
- Customer Satisfaction
- Referrals
- Risk Management
- Relationship Management
- Inbound/Outbound Calling
- Business Development
- Listening
- Customer Relations
- High School Diploma
- Retail
- Written Communication
- Telephone Skills
- Negotiation
- Coaching
- Reporting
- Regulations
- Policy Development
- Sales
- Problem Solving
- Organization
- Customer Service
- Scheduling
- Leadership
- Communication Skills
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