Personal Banker Jobs in Oldsmar, 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)
- Odessa, FL (8 miles from Oldsmar, FL)
- 1 hour ago
- Odessa, FL (8 miles from Oldsmar, FL)
- 1 hour 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...
Investment Counselor - Wealthbuilder (Entry Level Financial Advisor Alternative)
- Holiday, FL (10 miles from Oldsmar, FL)
- 8 hours ago
- Holiday, FL (10 miles from Oldsmar, FL)
- 8 hours ago
Management team where you will manage your own roster of our high-net-worth clients....
- Indian Rocks Beach, FL (15 miles from Oldsmar, FL)
- 13 hours ago
- Indian Rocks Beach, FL (15 miles from Oldsmar, FL)
- 13 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...
Personal Financial Representative
- Saint Petersburg, FL (18 miles from Oldsmar, FL)
- 1 day ago
- Saint Petersburg, FL (18 miles from Oldsmar, FL)
- 1 day ago
Would you like to own a meaningful financial services practice under the Allstate brand? Scale your existing practice with proven support, flexibility, and access to new customers. We're looking...
- Clearwater, FL (7 miles from Oldsmar, FL)
- 2 days ago
- Clearwater, FL (7 miles from Oldsmar, FL)
- 2 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 Associate I - Odessa, FL
- Odessa, FL (8 miles from Oldsmar, FL)
- 3 days ago
- Odessa, FL (8 miles from Oldsmar, FL)
- 3 days ago
Banker job family....
Personal Banker Associate I - Wesley Chapel, FL Areas
- Wesley Chapel, FL (24 miles from Oldsmar, FL)
- 5 days ago
- Wesley Chapel, FL (24 miles from Oldsmar, FL)
- 5 days ago
Banker job family....
Personal Banker Largo Tri City
- Clearwater, FL (7 miles from Oldsmar, FL)
- 6 days ago
- Clearwater, FL (7 miles from Oldsmar, 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....
AMP Financial Advisor Trainee- Saint Petersburg, FL
- Saint Petersburg, FL (18 miles from Oldsmar, FL)
- 8 days ago
- Saint Petersburg, FL (18 miles from Oldsmar, FL)
- 8 days ago
Through distance learning, apprenticeship and training at the firm's international headquarters, the Advisor Mastery Program (AMP) offers a comprehensive education for the next generation of...
- Largo, FL (11 miles from Oldsmar, FL)
- 9 days ago
- Largo, FL (11 miles from Oldsmar, 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....
Personal Banker Bilingual Palm Harbor
- Palm Harbor, FL (5 miles from Oldsmar, FL)
- 12 days ago
- Palm Harbor, FL (5 miles from Oldsmar, FL)
- 12 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....
Merrill Experienced Financial Advisor
- Tampa, FL (14 miles from Oldsmar, FL)
- 14 days ago
- Tampa, FL (14 miles from Oldsmar, FL)
- 14 days ago
Job Description: Merrill Wealth Management is a leading provider of comprehensive wealth management and investment products and services for individuals, companies, and institutions....
Personal Banker Bilingual Trinity
- Trinity, FL (11 miles from Oldsmar, FL)
- 15 days ago
- Trinity, FL (11 miles from Oldsmar, FL)
- 15 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....
- Tampa, FL (14 miles from Oldsmar, FL)
- 16 days ago
- Tampa, FL (14 miles from Oldsmar, FL)
- 16 days ago
Join Our Team For 70 years, Teachers Federal Credit Union has been committed to guiding members toward building a strong financial foundation today for a better tomorrow. Named one of America's...
Financial Analyst, Engagement Financial Advisor
- Tampa, FL (14 miles from Oldsmar, FL)
- 18 days ago
- Tampa, FL (14 miles from Oldsmar, FL)
- 18 days ago
Position Summary Deloitte's Engagement Financial Advisor (EFA) team is comprised of professionals specializing in Deloitte engagement economics & financial metrics, account operations and risk...
Demographic Data for Oldsmar, FL
Moving to Oldsmar, FL? Find some basic demographic data about Oldsmar, FL below.
Personal Banker Online Courses and Training Opportunities
Salary for Personal Banker Jobs in Oldsmar, FL
Required or preferred licenses and certifications for Personal Banker positions.
Highest Education Level
Personal Bankers in Oldsmar, 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
- Customer Satisfaction
- Referrals
- Risk Management
- Relationship Management
- Inbound/Outbound Calling
- Customer Relations
- Retail
- High School Diploma
- Business Development
- Negotiation
- Written Communication
- Telephone Skills
- Coaching
- Employee Development
- Regulations
- Reporting
- Policy Development
- Sales
- Problem Solving
- Organization
- Customer Service
- Scheduling
- Leadership
- Communication Skills
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