Personal Banker Jobs in Palmetto, 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)
- Ruskin, FL (14 miles from Palmetto, FL)
- 9 hours ago
- Ruskin, FL (14 miles from Palmetto, FL)
- 9 hours ago
Management team where you will manage your own roster of our high-net-worth clients....
Personal Financial Representative
- Saint Petersburg, FL (17 miles from Palmetto, FL)
- 1 day ago
- Saint Petersburg, FL (17 miles from Palmetto, 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...
- Bradenton, FL (10 miles from Palmetto, FL)
- 4 days ago
- Bradenton, FL (10 miles from Palmetto, FL)
- 4 days ago
You will spend most of your time as a personal banker, engaging customers in sales conversations to identify appropriate financial solutions....
Roving Personal Banker Sarasota District
- Bradenton, FL (10 miles from Palmetto, FL)
- 5 days ago
- Bradenton, FL (10 miles from Palmetto, FL)
- 5 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....
Float Personal Banker Associate I - Sarasota Region
- Sarasota, FL (13 miles from Palmetto, FL)
- 5 days ago
- Sarasota, FL (13 miles from Palmetto, FL)
- 5 days ago
Banker job family....
Homefront Heroes Hiring-Personal Banker Bradenton, FL
- Bradenton, FL (10 miles from Palmetto, FL)
- 6 days ago
- Bradenton, FL (10 miles from Palmetto, FL)
- 6 days ago
Wells Fargo is seeking an Associate Personal Banker (SAFE) for our National Branch Network as part of the Consumer, Small & Business Banking division....
Boots to Banking Personal Banker Bradenton, FL
- Bradenton, FL (10 miles from Palmetto, FL)
- 6 days ago
- Bradenton, FL (10 miles from Palmetto, 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....
- Sarasota, FL (13 miles from Palmetto, FL)
- 6 days ago
- Sarasota, FL (13 miles from Palmetto, 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....
Personal Banker Lakewood Ranch
- Bradenton, FL (10 miles from Palmetto, FL)
- 6 days ago
- Bradenton, FL (10 miles from Palmetto, 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....
- Sarasota, FL (13 miles from Palmetto, FL)
- 7 days ago
- Sarasota, FL (13 miles from Palmetto, FL)
- 7 days ago
Required Experience: Bachelor's degree with 7+ years' experience in the wealth management industry as either a Financial Advisor, Private Banker, or Relationship Manager with proven track record of...
AMP Financial Advisor Trainee- Saint Petersburg, FL
- Saint Petersburg, FL (17 miles from Palmetto, FL)
- 8 days ago
- Saint Petersburg, FL (17 miles from Palmetto, 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...
Private Client Banker - University and Lorraine - Sarasota FL
- Sarasota, FL (13 miles from Palmetto, FL)
- 9 days ago
- Sarasota, FL (13 miles from Palmetto, FL)
- 9 days ago
JobID: 210631561 Category: Private Client Bankers JobSchedule: Full time Posted Date: 2025-05-29T13:14:58+00:00 JobShift: : You have a passion for taking care of our customers and employees and...
Merrill Experienced Financial Advisor
- Sarasota, FL (13 miles from Palmetto, FL)
- 14 days ago
- Sarasota, FL (13 miles from Palmetto, 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 II or Sr - Sarasota Main St ($1K Signing Bonus)
- Sarasota, FL (13 miles from Palmetto, FL)
- 16 days ago
- Sarasota, FL (13 miles from Palmetto, FL)
- 16 days ago
Job Summary Serves as the front-line point of contact for retail branch customers executing activities required to meet sales and service needs of customers and branch goals and objectives....
- Bradenton, FL (6 miles from Palmetto, FL)
- 16 days ago
- Bradenton, FL (6 miles from Palmetto, FL)
- 16 days ago
You will spend most of your time as a personal banker, engaging customers in sales conversations to identify appropriate financial solutions....
Demographic Data for Palmetto, FL
Moving to Palmetto, FL? Find some basic demographic data about Palmetto, FL below.
Personal Banker Online Courses and Training Opportunities
Salary for Personal Banker Jobs in Palmetto, FL
Required or preferred licenses and certifications for Personal Banker positions.
Highest Education Level
Personal Bankers in Palmetto, 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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