Personal Banker Jobs in Orange City, 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 - Tuskawilla, FL
- Winter Springs, FL (18 miles from Orange City, FL)
- 15 hours ago
- Winter Springs, FL (18 miles from Orange City, FL)
- 15 hours ago
Banker job family....
Float Personal Banker Associate - North Central Florida Region Orlando
- Altamonte Springs, FL (19 miles from Orange City, FL)
- 9 days ago
- Altamonte Springs, FL (19 miles from Orange City, FL)
- 9 days ago
Banker job family....
Float Personal Banker Associate - Orlando South
- Maitland, FL (21 miles from Orange City, FL)
- 10 days ago
- Maitland, FL (21 miles from Orange City, FL)
- 10 days ago
Banker job family....
Personal Banker Associate I - Winter Park, FL
- Goldenrod, FL (23 miles from Orange City, FL)
- 10 days ago
- Goldenrod, FL (23 miles from Orange City, FL)
- 10 days ago
Banker job family....
Personal Banker Associate I - Winter Park, FL
- Winter Park, FL (23 miles from Orange City, FL)
- 12 days ago
- Winter Park, FL (23 miles from Orange City, FL)
- 12 days ago
Banker job family....
Personal Banker Associate II - Apopka, FL
- Mount Dora, FL (22 miles from Orange City, FL)
- 12 days ago
- Mount Dora, FL (22 miles from Orange City, FL)
- 12 days ago
Banker job family....
Personal Banker Roving Lake Sumter
- Mount Dora, FL (22 miles from Orange City, FL)
- 13 days ago
- Mount Dora, FL (22 miles from Orange City, FL)
- 13 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....
- Lake Mary, FL (12 miles from Orange City, FL)
- 17 days ago
- Lake Mary, FL (12 miles from Orange City, FL)
- 17 days ago
Responsibilities include, but are not limited to: Responsible for providing exceptional customer service in accordance with Valley's mission statement. Ability to engage customers with friendly...
- Winter Park, FL (23 miles from Orange City, FL)
- 20 days ago
- Winter Park, FL (23 miles from Orange City, FL)
- 20 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....
- Lake Mary, FL (12 miles from Orange City, FL)
- 24 days ago
- Lake Mary, FL (12 miles from Orange City, FL)
- 24 days ago
This position will work closely with all sales, service and operations partners to serve as the focal point for existing big and elite advisor plan clients and their financial advisors....
- Winter Park, FL (23 miles from Orange City, FL)
- 24 days ago
- Winter Park, FL (23 miles from Orange City, FL)
- 24 days ago
, comprehensive wealth management, and investment services through over 500 advisors and over 100,000 clients nationwide....
Financial Advisor - Daytona Beach/Ormond Beach/Palm Coast, FL
- Daytona Beach, FL (23 miles from Orange City, FL)
- 90+ days ago
- Daytona Beach, FL (23 miles from Orange City, FL)
- 90+ days ago
Meaningful work. Rewarding career. Make an impact providing expert financial advice with heart. Thrivent is a different kind of financial services firm, one that puts generosity at the center of...
Demographic Data for Orange City, FL
Moving to Orange City, FL? Find some basic demographic data about Orange City, FL below.
Personal Banker Online Courses and Training Opportunities
Salary for Personal Banker Jobs in Orange City, FL
Required or preferred licenses and certifications for Personal Banker positions.
Highest Education Level
Personal Bankers in Orange City, 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
- Referrals
- Customer Satisfaction
- Relationship Management
- Risk Management
- Inbound/Outbound Calling
- Customer Relations
- Retail
- High School Diploma
- Business Development
- Written Communication
- Negotiation
- Telephone Skills
- Employee Development
- Coaching
- Reporting
- Regulations
- Policy Development
- Sales
- Problem Solving
- Organization
- Customer Service
- Scheduling
- Leadership
- Communication Skills
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