Personal Banker Jobs in North Fort Myers, 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.
- Fort Myers, FL (6 miles from North Fort Myers, FL)
- 14 hours ago
- Fort Myers, FL (6 miles from North Fort Myers, FL)
- 14 hours ago
Banker job family....
Personal Banker I- Punta Gorda
- Punta Gorda, FL (15 miles from North Fort Myers, FL)
- 3 days ago
- Punta Gorda, FL (15 miles from North Fort Myers, FL)
- 3 days ago
Job Summary Entry-level banking role to build proficiency in transactional, and service functions. Operates as a multi-functional team member with the ability to process transactions, provide...
Personal Banker Merchants Crossing
- Cape Coral, FL (8 miles from North Fort Myers, FL)
- 4 days ago
- Cape Coral, FL (8 miles from North Fort Myers, 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....
- Babcock Ranch, FL (16 miles from North Fort Myers, FL)
- 4 days ago
- Babcock Ranch, FL (16 miles from North Fort Myers, FL)
- 4 days ago
Banker job family....
Retail Personal Banker II - Mature
- Fort Myers, FL (10 miles from North Fort Myers, FL)
- 4 days ago
- Fort Myers, FL (10 miles from North Fort Myers, FL)
- 4 days ago
GENERAL FUNCTION: The Personal Banker II position will provide an exceptional customer experience by building and maintaining long lasting relationships with existing and prospective customers....
- Port Charlotte, FL (23 miles from North Fort Myers, FL)
- 5 days ago
- Port Charlotte, FL (23 miles from North Fort Myers, 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....
Personal Banker Associate II - Verdana DeNovo
- Estero, FL (24 miles from North Fort Myers, FL)
- 5 days ago
- Estero, FL (24 miles from North Fort Myers, FL)
- 5 days ago
Banker job family....
Personal Banker - Parkside Office
- Port Charlotte, FL (23 miles from North Fort Myers, FL)
- 6 days ago
- Port Charlotte, FL (23 miles from North Fort Myers, FL)
- 6 days ago
Job Summary: The Personal Banker is responsible for providing a full range of banking services for the branchs retail customers....
Retail Personal Banker II - Mature
- Fort Myers, FL (6 miles from North Fort Myers, FL)
- 6 days ago
- Fort Myers, FL (6 miles from North Fort Myers, FL)
- 6 days ago
GENERAL FUNCTION: The Personal Banker II position will provide an exceptional customer experience by building and maintaining long lasting relationships with existing and prospective customers....
Personal Banker Harborside District
- Punta Gorda, FL (15 miles from North Fort Myers, FL)
- 6 days ago
- Punta Gorda, FL (15 miles from North Fort Myers, 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....
Personal Banker Associate I - Estero - Verdana DeNovo
- Estero, FL (24 miles from North Fort Myers, FL)
- 8 days ago
- Estero, FL (24 miles from North Fort Myers, FL)
- 8 days ago
Banker job family....
- Punta Gorda, FL (15 miles from North Fort Myers, FL)
- 8 days ago
- Punta Gorda, FL (15 miles from North Fort Myers, FL)
- 8 days ago
This job posting is anticipated to remain open for 30 days, from 07-Jul-2025. The posting may close early due to the volume of applicants. Join a financial services firm where your contributions...
Personal Banker Associate I - Cape Coral - Spanish speaking highly preferred
- Fort Myers, FL (6 miles from North Fort Myers, FL)
- 11 days ago
- Fort Myers, FL (6 miles from North Fort Myers, FL)
- 11 days ago
Banker job family....
Personal Banker Associate I - Verdana DeNovo
- Estero, FL (24 miles from North Fort Myers, FL)
- 12 days ago
- Estero, FL (24 miles from North Fort Myers, FL)
- 12 days ago
Banker job family....
Investment Executive (Financial Advisor) Southwest, FL
- Fort Myers, FL (6 miles from North Fort Myers, FL)
- 12 days ago
- Fort Myers, FL (6 miles from North Fort Myers, FL)
- 12 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:...
Demographic Data for North Fort Myers, FL
Moving to North Fort Myers, FL? Find some basic demographic data about North Fort Myers, FL below.
Personal Banker Online Courses and Training Opportunities
Salary for Personal Banker Jobs in North Fort Myers, FL
Required or preferred licenses and certifications for Personal Banker positions.
Highest Education Level
Personal Bankers in North Fort Myers, 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
- Retirement Planning
- Flexibility
- Military Background
- Client Relationships
- Securities and Exchange Commission
- Compensation and Benefits
- Mutual Funds
- Certified Financial Planner
- Series 65 Licensed
- Retail Banking
- Dodd-Frank
- Account Opening
- Consumer Lending
- Nationwide Mortgage Licensing System & Registry
- Lending
- Commercial Banking
- 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
- Math
- Listening
- Retail
- Business Development
- Customer Relations
- High School Diploma
- Written Communication
- Telephone Skills
- Reporting
- Policy Development
- Coaching
- Regulations
- Problem Solving
- Sales
- 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 »