Personal Banker Jobs in Saint Cloud, 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 (18 miles from Saint Cloud, FL)
- 14 hours ago
- Champions Gate, FL (18 miles from Saint Cloud, FL)
- 14 hours 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 (Downtown Orlando) - Orlando, FL
- Orlando, FL (21 miles from Saint Cloud, FL)
- 3 days ago
- Orlando, FL (21 miles from Saint Cloud, FL)
- 3 days ago
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...
Bilingual Spanish - Personal Banker
- Orlando, FL (21 miles from Saint Cloud, FL)
- 6 days ago
- Orlando, FL (21 miles from Saint Cloud, 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....
Bilingual Spanish - Personal Banker
- Orlando, FL (17 miles from Saint Cloud, FL)
- 7 days ago
- Orlando, FL (17 miles from Saint Cloud, FL)
- 7 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 - Orlando South
- Orlando, FL (21 miles from Saint Cloud, FL)
- 10 days ago
- Orlando, FL (21 miles from Saint Cloud, FL)
- 10 days ago
Banker job family....
Client Advisory Center Financial Advisor I
- Orlando, FL (21 miles from Saint Cloud, FL)
- 23 days ago
- Orlando, FL (21 miles from Saint Cloud, FL)
- 23 days ago
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....
Merrill Experienced Financial Advisor
- Orlando, FL (21 miles from Saint Cloud, FL)
- 30+ days ago
- Orlando, FL (21 miles from Saint Cloud, FL)
- 30+ 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....
Float Personal Banker Associate I - Melbourne, FL Areas
- Orlando, FL (21 miles from Saint Cloud, FL)
- 30+ days ago
- Orlando, FL (21 miles from Saint Cloud, FL)
- 30+ days ago
Banker job family....
Wealth Financial Advisor - Orlando, FL
- Orlando, FL (21 miles from Saint Cloud, FL)
- 30+ days ago
- Orlando, FL (21 miles from Saint Cloud, FL)
- 30+ days ago
Therefore, a Wealth Management Advisor is expected to promote planning, conserve assets and attain complete work....
Remote WorkClient Relationship Manager - Florida
- Orlando, FL (21 miles from Saint Cloud, FL)
- 30+ days ago
- Orlando, FL (21 miles from Saint Cloud, FL)
- 30+ days ago
Client Relationship Manager - Florida **General Information** Req # WD00082684 Career area: Sales Country/Region: United States of America State: North Carolina City: Morrisville Date: Wednesday,...
- Orlando, FL (21 miles from Saint Cloud, FL)
- 30+ days ago
- Orlando, FL (21 miles from Saint Cloud, FL)
- 30+ days ago
Client Relationship Manager Raymond James Financial, Inc. - 3.8 Orlando, FL Job Details Full-time Estimated: $76.6K - $99K a year 9 hours ago Qualifications Financial planning software Microsoft...
- Orlando, FL (21 miles from Saint Cloud, FL)
- 45+ days ago
- Orlando, FL (21 miles from Saint Cloud, FL)
- 45+ days ago
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....
Financial Advisor - FL Orlando, Mt. Dora, Kissimmee, Daytona Beach, and Melbourne (5125)
- Orlando, FL (21 miles from Saint Cloud, FL)
- 60+ days ago
- Orlando, FL (21 miles from Saint Cloud, FL)
- 60+ days ago
Equitable Advisors is a respected wealth management firm with a proven track record in the industry....
Financial Advisor - Orlando, FL
- Orlando, FL (21 miles from Saint Cloud, FL)
- 90+ days ago
- Orlando, FL (21 miles from Saint Cloud, 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 Saint Cloud, FL
Moving to Saint Cloud, FL? Find some basic demographic data about Saint Cloud, FL below.
Personal Banker Online Courses and Training Opportunities
Salary for Personal Banker Jobs in Saint Cloud, FL
Required or preferred licenses and certifications for Personal Banker positions.
Highest Education Level
Personal Bankers in Saint Cloud, 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
- Risk Management
- Relationship Management
- Inbound/Outbound Calling
- Customer Relations
- Retail
- High School Diploma
- Business Development
- Written Communication
- Negotiation
- Telephone Skills
- Employee Development
- Reporting
- Coaching
- Regulations
- Policy Development
- Sales
- Problem Solving
- Organization
- Customer Service
- Scheduling
- Leadership
- Communication Skills
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