Personal Banker Jobs in North Port, 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 Sarasota District
- Englewood, FL (16 miles from North Port, FL)
- 10 hours ago
- Englewood, FL (16 miles from North Port, FL)
- 10 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....
Personal Banker I- Punta Gorda
- Punta Gorda, FL (14 miles from North Port, FL)
- 1 day ago
- Punta Gorda, FL (14 miles from North Port, FL)
- 1 day 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 Harborside District
- Port Charlotte, FL (8 miles from North Port, FL)
- 2 days ago
- Port Charlotte, FL (8 miles from North Port, 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....
- Port Charlotte, FL (8 miles from North Port, FL)
- 2 days ago
- Port Charlotte, FL (8 miles from North Port, 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....
Personal Banker - Parkside Office
- Port Charlotte, FL (8 miles from North Port, FL)
- 4 days ago
- Port Charlotte, FL (8 miles from North Port, FL)
- 4 days ago
Job Summary: The Personal Banker is responsible for providing a full range of banking services for the branchs retail customers....
- Punta Gorda, FL (14 miles from North Port, FL)
- 6 days ago
- Punta Gorda, FL (14 miles from North Port, FL)
- 6 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 - Gulf Cove Office
- Port Charlotte, FL (8 miles from North Port, FL)
- 13 days ago
- Port Charlotte, FL (8 miles from North Port, FL)
- 13 days ago
Job Summary: The Personal Banker is responsible for providing a full range of banking services for the branchs retail customers....
Personal Banker Associate 1 - Punta Gorda DeNovo
- Punta Gorda, FL (14 miles from North Port, FL)
- 45+ days ago
- Punta Gorda, FL (14 miles from North Port, FL)
- 45+ days ago
Banker job family....
Personal Banker Associate II - Punta Gorda DeNovo
- Punta Gorda, FL (14 miles from North Port, FL)
- 45+ days ago
- Punta Gorda, FL (14 miles from North Port, FL)
- 45+ days ago
Banker job family....
Float Personal Banker Associate I - Sarasota
- Venice, FL (19 miles from North Port, FL)
- 60+ days ago
- Venice, FL (19 miles from North Port, FL)
- 60+ days ago
Banker job family....
Retail Personal Banker Associate I
- Englewood, FL (16 miles from North Port, FL)
- 60+ days ago
- Englewood, FL (16 miles from North Port, FL)
- 60+ days ago
Banker job family....
Financial Advisor - Suncoast Credit Union
- Venice, FL (19 miles from North Port, FL)
- 90+ days ago
- Venice, FL (19 miles from North Port, FL)
- 90+ days ago
Financial Advisor Suncoast Credit Union Your career path should lead to real opportunity LPL Financial partners with credit unions to offer a complete menu of financial services to credit union...
Demographic Data for North Port, FL
Moving to North Port, FL? Find some basic demographic data about North Port, FL below.
Personal Banker Online Courses and Training Opportunities
Salary for Personal Banker Jobs in North Port, FL
Required or preferred licenses and certifications for Personal Banker positions.
Highest Education Level
Personal Bankers in North Port, 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
- Listening
- Retail
- Business Development
- High School Diploma
- Customer Relations
- Written Communication
- Negotiation
- Telephone Skills
- Reporting
- Coaching
- Regulations
- Policy Development
- Problem Solving
- Sales
- Organization
- Customer Service
- Scheduling
- Leadership
- Communication Skills
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