Personal Banker Jobs in Orlando, 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.
- Champions Gate, FL (23 miles from Orlando, FL)
- 1 hour ago
- Champions Gate, FL (23 miles from Orlando, FL)
- 1 hour ago
This job posting is anticipated to remain open for 30 days, from 30-Jun-2025. The posting may close early due to the volume of applicants. Join a financial services firm where your contributions...
Personal Banker Associate I - Tuskawilla, FL
- Winter Springs, FL (11 miles from Orlando, FL)
- 9 hours ago
- Winter Springs, FL (11 miles from Orlando, FL)
- 9 hours ago
Banker job family....
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 (Downtown Orlando) - Orlando, FL Valley National Bank $17.31 - $28.85 / hr paid time off United States, Florida, Orlando Jun 26, 2025 Back Personal Banker (Downtown Orlando) #25-442...
As a Personal Banker within PNC's Retail Bank Organization, you will be based in Orlando, FL 32829. Bilingual Spanish Required....
Bilingual Spanish - Personal Banker
- Orlando, FL (10 miles from Orlando, FL)
- 6 days ago
- Orlando, FL (10 miles from Orlando, FL)
- 6 days ago
As a Personal Banker within PNC's Retail Bank Organization, you will be based in Orlando, FL 32829. Bilingual Spanish Required....
Float Personal Banker Associate - North Central Florida Region Orlando
- Altamonte Springs, FL (8 miles from Orlando, FL)
- 9 days ago
- Altamonte Springs, FL (8 miles from Orlando, FL)
- 9 days ago
Banker job family....
Banker job family....
Personal Banker Associate I - Winter Park, FL
- Goldenrod, FL (4 miles from Orlando, FL)
- 10 days ago
- Goldenrod, FL (4 miles from Orlando, FL)
- 10 days ago
Banker job family....
Personal Banker Associate I - Winter Park, FL
- Winter Park, FL (3 miles from Orlando, FL)
- 12 days ago
- Winter Park, FL (3 miles from Orlando, FL)
- 12 days ago
Banker job family....
Personal Banker Associate II - Apopka, FL
- Mount Dora, FL (24 miles from Orlando, FL)
- 12 days ago
- Mount Dora, FL (24 miles from Orlando, FL)
- 12 days ago
Banker job family....
Personal Banker Roving Lake Sumter
- Mount Dora, FL (24 miles from Orlando, FL)
- 13 days ago
- Mount Dora, FL (24 miles from Orlando, 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 (15 miles from Orlando, FL)
- 17 days ago
- Lake Mary, FL (15 miles from Orlando, 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 (3 miles from Orlando, FL)
- 20 days ago
- Winter Park, FL (3 miles from Orlando, 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....
Work on small groups (pods) of Financial Advisors focused on partnership with Premier Bankers, Preferred Advisors, and Retail Banking leadership to facilitate training and referrals into the team....
Demographic Data for Orlando, FL
Moving to Orlando, FL? Find some basic demographic data about Orlando, FL below.
Personal Banker Online Courses and Training Opportunities
Salary for Personal Banker Jobs in Orlando, FL
Required or preferred licenses and certifications for Personal Banker positions.
Highest Education Level
Personal Bankers in Orlando, 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
- Listening
- Customer Relations
- Retail
- High School Diploma
- Business Development
- Written Communication
- Negotiation
- Telephone Skills
- Coaching
- Reporting
- Regulations
- Policy Development
- Sales
- Problem Solving
- Organization
- Customer Service
- Scheduling
- Leadership
- Communication Skills
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