Personal Banker Jobs in Patrick Air Force Base, 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.
Director, Customer Relationship Manager - North America
- Melbourne, FL (11 miles from Patrick Air Force Base, FL)
- 5 hours ago
- Melbourne, FL (11 miles from Patrick Air Force Base, FL)
- 5 hours ago
Purpose of the Role Leads and motivates a diverse team of experienced professionals, all focused on the following: Responsible for Embraer Executive Customer Support and Relationship Management in...
Personal Banker - Space Coast North
- Merritt Island, FL (3 miles from Patrick Air Force Base, FL)
- 11 days ago
- Merritt Island, FL (3 miles from Patrick Air Force Base, FL)
- 11 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 - Space Coast South
- Indialantic, FL (9 miles from Patrick Air Force Base, FL)
- 12 days ago
- Indialantic, FL (9 miles from Patrick Air Force Base, 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....
Personal Banker I (Teller) - Merritt Island
- Merritt Island, FL (3 miles from Patrick Air Force Base, FL)
- 15 days ago
- Merritt Island, FL (3 miles from Patrick Air Force Base, FL)
- 15 days ago
Job Summary Entry-level banking role to build proficiency in transactional, and service functions. Operates as a multi-functional team member with the ability to process transactions, provide...
- Melbourne, FL (11 miles from Patrick Air Force Base, FL)
- 30+ days ago
- Melbourne, FL (11 miles from Patrick Air Force Base, FL)
- 30+ days ago
If you find yourself at a professional crossroads, a career as a financial advisor may be the right change for you. Financial advisors partner with clients to help them achieve their long-term...
- Indian Harbour Beach, FL (4 miles from Patrick Air Force Base, FL)
- 30+ days ago
- Indian Harbour Beach, FL (4 miles from Patrick Air Force Base, FL)
- 30+ days ago
They coach military families on how to build aprehensive financial plan that includes: Savings/banking Investments/wealth management Insurance/risk management What we offer: We have a specialized licensing...
Wealth Financial Advisor - Palm Beach, FL
- Melbourne, FL (11 miles from Patrick Air Force Base, FL)
- 45+ days ago
- Melbourne, FL (11 miles from Patrick Air Force Base, FL)
- 45+ days ago
Therefore, a Wealth Management Advisor is expected to promote planning, conserve assets and attain complete work....
Remote WorkFinancial Advisor -PNC Investments
- Rockledge, FL (10 miles from Patrick Air Force Base, FL)
- 60+ days ago
- Rockledge, FL (10 miles from Patrick Air Force Base, FL)
- 60+ days ago
Position Overview At PNC, our people are our greatest differentiator and competitive advantage in the markets we serve. We are all united in delivering the best experience for our customers. We...
Wealth Financial Advisor - Space Coast, FL
- Melbourne, FL (11 miles from Patrick Air Force Base, FL)
- 90+ days ago
- Melbourne, FL (11 miles from Patrick Air Force Base, FL)
- 90+ days ago
Corebridge Financial helps people make some of the most meaningful decisions they're ever going to make. We help them plan and take action to protect the future they envision and respond to some...
Financial Advisor - Melbourne, FL
- Melbourne, FL (11 miles from Patrick Air Force Base, FL)
- 90+ days ago
- Melbourne, FL (11 miles from Patrick Air Force Base, 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 Patrick Air Force Base, FL
Moving to Patrick Air Force Base, FL? Find some basic demographic data about Patrick Air Force Base, FL below.
Personal Banker Online Courses and Training Opportunities
Salary for Personal Banker Jobs in Patrick Air Force Base, FL
Required or preferred licenses and certifications for Personal Banker positions.
Highest Education Level
Personal Bankers in Patrick Air Force Base, 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
- Mortgage Lending
- Account Opening
- Consumer Lending
- Nationwide Mortgage Licensing System & Registry
- Lending
- BSA
- Account Maintenance
- Commercial Banking
- Private Banking
- Cross Selling
- Mortgage Processing
- Wealth Management
- Financial Services
- Fraud Investigation
- Financial Planning
- Cash Handling
- Complaint Resolution
- Notary Public
- Customer Satisfaction
- Referrals
- Risk Management
- Relationship Management
- Inbound/Outbound Calling
- Business Development
- Listening
- Customer Relations
- High School Diploma
- Retail
- Written Communication
- Negotiation
- Telephone Skills
- Coaching
- Reporting
- Regulations
- Policy Development
- Sales
- Problem Solving
- Organization
- Customer Service
- Scheduling
- Leadership
- Communication Skills
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