Personal Banker Jobs in Ocoee, 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 Associate I - West Orlando, FL
- Orlando, FL (9 miles from Ocoee, FL)
- 22 hours ago
- Orlando, FL (9 miles from Ocoee, FL)
- 22 hours ago
Banker job family....
- Orlando, FL (9 miles from Ocoee, FL)
- 1 day ago
- Orlando, FL (9 miles from Ocoee, FL)
- 1 day 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....
Bilingual Spanish - Personal Banker
- Orlando, FL (9 miles from Ocoee, FL)
- 3 days ago
- Orlando, FL (9 miles from Ocoee, FL)
- 3 days ago
As a Personal Banker within PNC's Retail Bank Organization, you will be based in Orlando, FL 32803. Bilingual Spanish Required....
Personal Banker Associate I - East Orlando
- Orlando, FL (9 miles from Ocoee, FL)
- 3 days ago
- Orlando, FL (9 miles from Ocoee, FL)
- 3 days ago
Banker job family....
- Apopka, FL (6 miles from Ocoee, FL)
- 4 days ago
- Apopka, FL (6 miles from Ocoee, 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....
Client Relationship Manager, Corporate Trust
- Orlando, FL (9 miles from Ocoee, FL)
- 8 days ago
- Orlando, FL (9 miles from Ocoee, FL)
- 8 days ago
Client Relationship Manager, Corporate Trust Location: Remote Florida What you'll do: As a Client Relationship Manager III you'll be responsible for managing significant client relationships and...
Remote Work- Lake Mary, FL (17 miles from Ocoee, FL)
- 9 days ago
- Lake Mary, FL (17 miles from Ocoee, FL)
- 9 days ago
You will spend most of your time as a personal banker, engaging customers in sales conversations to identify appropriate financial solutions....
Personal Banker-East Metro Orlando, FL
- Orlando, FL (9 miles from Ocoee, FL)
- 9 days ago
- Orlando, FL (9 miles from Ocoee, FL)
- 9 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....
Private Client Banker - Isleworth - Windermere, FL
- Windermere, FL (6 miles from Ocoee, FL)
- 9 days ago
- Windermere, FL (6 miles from Ocoee, FL)
- 9 days ago
Act This position is subject to the Dodd Frank/Truth in Lending Act qualification requirements for Loan Originators....
Private Client Banker - E Church & Orange Ave. - Orlando, FL
- Orlando, FL (9 miles from Ocoee, FL)
- 9 days ago
- Orlando, FL (9 miles from Ocoee, FL)
- 9 days ago
Act This position is subject to the Dodd Frank/Truth in Lending Act qualification requirements for Loan Originators....
Private Client Banker - Tuscawilla - Winter Springs, FL
- Winter Springs, FL (17 miles from Ocoee, FL)
- 15 days ago
- Winter Springs, FL (17 miles from Ocoee, FL)
- 15 days ago
Dodd Frank/Truth in Lending Act This position is subject to the Dodd Frank/Truth in Lending Act qualification requirements for Loan Originators....
Financial Advisor Financial Advisor
- Clermont, FL (13 miles from Ocoee, FL)
- 15 days ago
- Clermont, FL (13 miles from Ocoee, FL)
- 15 days ago
Financial Advisor Edward Jones 3.8 ( ) Clermont, FL Why you should apply for a job to Edward Jones : 63% say women are treated fairly and equally to men 73% say the CEO supports gender diversity...
Bilingual Spanish - Personal Banker Bilingual Spanish - Personal Banker
- Orlando, FL (9 miles from Ocoee, FL)
- 15 days ago
- Orlando, FL (9 miles from Ocoee, FL)
- 15 days ago
Bilingual Spanish - Personal Banker PNC Financial Services Group 3.6 ( ) Orlando, FL Why you should apply for a job to PNC Financial Services Group : Ranked as one of the 4.1/5 in supportive management...
- Orlando, FL (9 miles from Ocoee, FL)
- 15 days ago
- Orlando, FL (9 miles from Ocoee, FL)
- 15 days ago
Relationship Manager I - Business Banking Virtual Client PNC Financial Services Group 3.6 ( ) Orlando, FL Why you should apply for a job to PNC Financial Services Group : Ranked as one of the...
Private Client Relationship Manager
- Orlando, FL (9 miles from Ocoee, FL)
- 30+ days ago
- Orlando, FL (9 miles from Ocoee, FL)
- 30+ days ago
Location: On site as described in posting. Summary As a Private Client Relationship Manager (PCRM), you are responsible for new business development with High-Net-Worth Clients. You are...
Demographic Data for Ocoee, FL
Moving to Ocoee, FL? Find some basic demographic data about Ocoee, FL below.
Personal Banker Online Courses and Training Opportunities
Salary for Personal Banker Jobs in Ocoee, FL
Required or preferred licenses and certifications for Personal Banker positions.
Highest Education Level
Personal Bankers in Ocoee, FL offer the following education backgroundQualifications / Skill Sets
The following top skills are often required or desired to land a Personal Banker position
- Outside Sales
- Business Planning
- Personal Banker
- Consultative Sales
- Flexibility
- Military Background
- Client Relationships
- Securities and Exchange Commission
- Compensation and Benefits
- Mutual Funds
- Certified Financial Planner
- Series 65 Licensed
- Retail Banking
- Dodd-Frank
- Consumer Lending
- Lending
- Account Opening
- Nationwide Mortgage Licensing System & Registry
- 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
- Closing
- Inbound/Outbound Calling
- Relationship Management
- Business Development
- Retail
- Math
- High School Diploma
- Customer Relations
- Written Communication
- Coaching
- Telephone Skills
- Reporting
- Interpersonal Skills
- Policy Development
- Regulations
- Problem Solving
- Sales
- Organization
- Customer Service
- Scheduling
- Leadership
- Communication Skills
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