Personal Banker Jobs in New Port Richey, 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.
Investment Counselor (Financial Advisor Alternative)
- Largo, FL (22 miles from New Port Richey, FL)
- 2 hours ago
- Largo, FL (22 miles from New Port Richey, FL)
- 2 hours 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...
- Trinity, FL (5 miles from New Port Richey, FL)
- 5 hours ago
- Trinity, FL (5 miles from New Port Richey, FL)
- 5 hours ago
management and merchant services Knowledge of consumer lending...
Investment Counselor - Wealthbuilder (Entry Level Financial Advisor Alternative)
- Palm Harbor, FL (11 miles from New Port Richey, FL)
- 14 hours ago
- Palm Harbor, FL (11 miles from New Port Richey, FL)
- 14 hours ago
Management team where you will manage your own roster of our high-net-worth clients....
Roving Personal Banker-Hillsborough Pasco
- Land O Lakes, FL (20 miles from New Port Richey, FL)
- 3 days ago
- Land O Lakes, FL (20 miles from New Port Richey, FL)
- 3 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....
- Clearwater, FL (18 miles from New Port Richey, FL)
- 5 days ago
- Clearwater, FL (18 miles from New Port Richey, 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....
- Clearwater, FL (18 miles from New Port Richey, FL)
- 6 days ago
- Clearwater, FL (18 miles from New Port Richey, FL)
- 6 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....
Personal Banker Clearwater Mall
- Clearwater, FL (18 miles from New Port Richey, FL)
- 7 days ago
- Clearwater, FL (18 miles from New Port Richey, 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....
- Palm Harbor, FL (11 miles from New Port Richey, FL)
- 8 days ago
- Palm Harbor, FL (11 miles from New Port Richey, FL)
- 8 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....
- Clearwater, FL (18 miles from New Port Richey, FL)
- 18 days ago
- Clearwater, FL (18 miles from New Port Richey, FL)
- 18 days ago
Overview** ____________________________________ Client Relationship Manager - Clearwater, FL ____________________________________ About Us: Southern Guaranty Insurance Company, often referred to...
- Odessa, FL (11 miles from New Port Richey, FL)
- 20 days ago
- Odessa, FL (11 miles from New Port Richey, FL)
- 20 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 Banker Associate I - Lutz, FL
- Lutz, FL (17 miles from New Port Richey, FL)
- 21 days ago
- Lutz, FL (17 miles from New Port Richey, FL)
- 21 days ago
Banker job family....
- Clearwater, FL (18 miles from New Port Richey, FL)
- 25 days ago
- Clearwater, FL (18 miles from New Port Richey, FL)
- 25 days ago
Personal Banker - Clearwater GTE Financial United States, Florida, Clearwater 29492 US Highway 19 North (Show on map) Jun 05, 2025 Come join our GTE Financial team!...
Personal Banker Bilingual Trinity
- Trinity, FL (5 miles from New Port Richey, FL)
- 30+ days ago
- Trinity, FL (5 miles from New Port Richey, FL)
- 30+ 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....
- Largo, FL (22 miles from New Port Richey, FL)
- 30+ days ago
- Largo, FL (22 miles from New Port Richey, FL)
- 30+ days ago
As a Personal Banker within PNC's Retail Bank Organization, you will be based in Largo, FL 33770. Bilingual Spanish Preferred....
Personal Banker II (20 Hours, Benefit Eligible) - Gulf to Bay
- Clearwater, FL (18 miles from New Port Richey, FL)
- 45+ days ago
- Clearwater, FL (18 miles from New Port Richey, FL)
- 45+ days ago
management and merchant services Knowledge of consumer lending...
Demographic Data for New Port Richey, FL
Moving to New Port Richey, FL? Find some basic demographic data about New Port Richey, FL below.
Personal Banker Online Courses and Training Opportunities
Salary for Personal Banker Jobs in New Port Richey, FL
Required or preferred licenses and certifications for Personal Banker positions.
Highest Education Level
Personal Bankers in New Port Richey, FL offer the following education backgroundQualifications / Skill Sets
The following top skills are often required or desired to land a Personal Banker position
- Networking
- 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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