Personal Banker Jobs in Palm Harbor, 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 - Wealthbuilder (Entry Level Financial Advisor Alternative)
- Pinellas Park, FL (16 miles from Palm Harbor, FL)
- 1 day ago
- Pinellas Park, FL (16 miles from Palm Harbor, FL)
- 1 day ago
Management team where you will manage your own roster of our high-net-worth clients....
Investment Counselor (Financial Advisor Alternative)
- Dunedin, FL (4 miles from Palm Harbor, FL)
- 1 day ago
- Dunedin, FL (4 miles from Palm Harbor, FL)
- 1 day 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...
- Tampa, FL (20 miles from Palm Harbor, FL)
- 2 days ago
- Tampa, FL (20 miles from Palm Harbor, FL)
- 2 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...
- Carrollwood, FL (16 miles from Palm Harbor, FL)
- 2 days ago
- Carrollwood, FL (16 miles from Palm Harbor, FL)
- 2 days ago
Personal Banker 4.0 4.0 out of 5 stars Carrollwood, FL Come join our GTE Financial team! We are looking for a customer-focused individual to join our team....
- Clearwater, FL (6 miles from Palm Harbor, FL)
- 2 days ago
- Clearwater, FL (6 miles from Palm Harbor, 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....
- Saint Petersburg, FL (22 miles from Palm Harbor, FL)
- 2 days ago
- Saint Petersburg, FL (22 miles from Palm Harbor, FL)
- 2 days ago
This job posting is anticipated to remain open for 30 days, from 30-Apr-2025. The posting may close early due to the volume of applicants. Join a financial services firm where your contributions...
Personal Banker - Central St Pete Branch, St Petersburg FL
- St Petersburg, FL (22 miles from Palm Harbor, FL)
- 3 days ago
- St Petersburg, FL (22 miles from Palm Harbor, FL)
- 3 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 (20 miles from Palm Harbor, FL)
- 4 days ago
- Tampa, FL (20 miles from Palm Harbor, FL)
- 4 days ago
Deloittes Engagement Financial Advisor (EFA) team is comprised of professionals specializing in Deloitte engagement economics & financial metrics, account operations and risk management. As a...
Personal Banker Bilingual Trinity
- New Port Richey, FL (11 miles from Palm Harbor, FL)
- 4 days ago
- New Port Richey, FL (11 miles from Palm Harbor, 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....
Technology Client Relationship Manager I/Project Manager I
- Tampa, FL (20 miles from Palm Harbor, FL)
- 8 days ago
- Tampa, FL (20 miles from Palm Harbor, FL)
- 8 days ago
A leading comprehensive engineering design and consulting firm, SSR provides innovative solutions for clients with facility and infrastructure challenges. To achieve client needs, SSR has multiple...
Personal Banker Associate II - Odessa, FL
- Odessa, FL (11 miles from Palm Harbor, FL)
- 9 days ago
- Odessa, FL (11 miles from Palm Harbor, FL)
- 9 days ago
Banker job family....
Virtual Financial Advisor - Series 7 & 66 required
- Saint Petersburg, FL (22 miles from Palm Harbor, FL)
- 9 days ago
- Saint Petersburg, FL (22 miles from Palm Harbor, FL)
- 9 days ago
#LI-JM1 About Raymond James Raymond James is a diversified financial services company providing wealth management, capital markets, asset management, banking and other services to individuals, corporations...
- Saint Petersburg, FL (22 miles from Palm Harbor, FL)
- 10 days ago
- Saint Petersburg, FL (22 miles from Palm Harbor, FL)
- 10 days ago
As a Personal Banker within PNC's Retail Bank Organization, you will be based in Saint Petersburg, FL 33709....
Personal Banker - Clearwater District, Clearwater FL
- Clearwater, FL (6 miles from Palm Harbor, FL)
- 10 days ago
- Clearwater, FL (6 miles from Palm Harbor, FL)
- 10 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....
Team Manager - Financial Advisor
- Tampa, FL (20 miles from Palm Harbor, FL)
- 10 days ago
- Tampa, FL (20 miles from Palm Harbor, FL)
- 10 days ago
The individual will be part of the Morgan Stanley Virtual Advisor (MSVA) team within Morgan Stanley Wealth Management....
Demographic Data for Palm Harbor, FL
Moving to Palm Harbor, FL? Find some basic demographic data about Palm Harbor, FL below.
Personal Banker Online Courses and Training Opportunities
Salary for Personal Banker Jobs in Palm Harbor, FL
Required or preferred licenses and certifications for Personal Banker positions.
Highest Education Level
Personal Bankers in Palm Harbor, FL offer the following education backgroundQualifications / Skill Sets
The following top skills are often required or desired to land a Personal Banker position
- Personal Banker
- Flexibility
- Military Background
- Client Relationships
- Securities and Exchange Commission
- Asset Allocation
- Compensation and Benefits
- Mutual Funds
- Certified Financial Planner
- Annuities
- Series 65 Licensed
- Retail Banking
- Dodd-Frank
- Account Opening
- Consumer Lending
- Nationwide Mortgage Licensing System & Registry
- Lending
- BSA
- Account Maintenance
- Commercial Banking
- Private Banking
- Cross Selling
- Mortgage Processing
- Financial Services
- Wealth Management
- Fraud Investigation
- Financial Planning
- Cash Handling
- Notary Public
- Customer Satisfaction
- Referrals
- Risk Management
- Relationship Management
- Inbound/Outbound Calling
- Business Development
- Customer Relations
- High School Diploma
- Retail
- Written Communication
- Investigation
- Telephone Skills
- Negotiation
- Employee Development
- Coaching
- Reporting
- Regulations
- Policy Development
- Sales
- Problem Solving
- Organization
- Customer Service
- Scheduling
- Leadership
- Communication Skills
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