Personal Banker Jobs in Miami Lakes, 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 - Seventh Avenue - Miami, FL
- Miami, FL (11 miles from Miami Lakes, FL)
- 2 days ago
- Miami, FL (11 miles from Miami Lakes, FL)
- 2 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
- Aventura, FL (10 miles from Miami Lakes, FL)
- 3 days ago
- Aventura, FL (10 miles from Miami Lakes, FL)
- 3 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...
Associate Personal Banker - Monarch Lakes - Miramar, FL
- Miramar, FL (8 miles from Miami Lakes, FL)
- 4 days ago
- Miramar, FL (8 miles from Miami Lakes, 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....
Associate Personal Banker (SAFE) - Welleby Plaza - Sunrise, FL
- Sunrise, FL (17 miles from Miami Lakes, FL)
- 4 days ago
- Sunrise, FL (17 miles from Miami Lakes, 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....
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Personal Banker - Bilingual (Spanish/English) - Surfside, FL
- Surfside, FL (10 miles from Miami Lakes, FL)
- 5 days ago
- Surfside, FL (10 miles from Miami Lakes, 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....
Roving Personal Banker Dade -Broward East District
- Hollywood, FL (13 miles from Miami Lakes, FL)
- 6 days ago
- Hollywood, FL (13 miles from Miami Lakes, FL)
- 6 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...
- Miami, FL (11 miles from Miami Lakes, FL)
- 7 days ago
- Miami, FL (11 miles from Miami Lakes, FL)
- 7 days ago
Will also make appropriate referrals to business partners including investment, wealth management, trust, and commercial lending....
Personal Banker -FT Lauderdale
- Fort Lauderdale, FL (18 miles from Miami Lakes, FL)
- 10 days ago
- Fort Lauderdale, FL (18 miles from Miami Lakes, FL)
- 10 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....
- Opa Locka, FL (2 miles from Miami Lakes, FL)
- 11 days ago
- Opa Locka, FL (2 miles from Miami Lakes, FL)
- 11 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-Haitian-Creole Speaker Desired-North Miami Beach, FL
- North Miami Beach, FL (10 miles from Miami Lakes, FL)
- 16 days ago
- North Miami Beach, FL (10 miles from Miami Lakes, FL)
- 16 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- Plantation Branch
- Plantation, FL (18 miles from Miami Lakes, FL)
- 19 days ago
- Plantation, FL (18 miles from Miami Lakes, FL)
- 19 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 SAFE Act- North Miami Area
- North Miami Beach, FL (10 miles from Miami Lakes, FL)
- 19 days ago
- North Miami Beach, FL (10 miles from Miami Lakes, FL)
- 19 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-Broward North District (FL)
- Tamarac, FL (21 miles from Miami Lakes, FL)
- 21 days ago
- Tamarac, FL (21 miles from Miami Lakes, FL)
- 21 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....
- Key Biscayne, FL (15 miles from Miami Lakes, FL)
- 23 days ago
- Key Biscayne, FL (15 miles from Miami Lakes, FL)
- 23 days ago
Personal Banker Under general supervision (but works independently most of the time) responsible for delivering an exceptional client service experience while servicing clients with a full range of...
Personal Banker Travel - North Miami Beach ($1K Signing Bonus)
- North Miami Beach, FL (10 miles from Miami Lakes, FL)
- 24 days ago
- North Miami Beach, FL (10 miles from Miami Lakes, FL)
- 24 days ago
management and merchant services Knowledge of consumer lending...
Demographic Data for Miami Lakes, FL
Moving to Miami Lakes, FL? Find some basic demographic data about Miami Lakes, FL below.
Personal Banker Online Courses and Training Opportunities
Salary for Personal Banker Jobs in Miami Lakes, FL
Required or preferred licenses and certifications for Personal Banker positions.
Highest Education Level
Personal Bankers in Miami Lakes, 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
- Relationship Management
- Risk Management
- Inbound/Outbound Calling
- Listening
- Customer Relations
- Retail
- High School Diploma
- Business Development
- Written Communication
- Investigation
- Negotiation
- Telephone Skills
- Coaching
- Reporting
- Regulations
- Policy Development
- Sales
- Problem Solving
- Organization
- Customer Service
- Scheduling
- Leadership
- Communication Skills
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