Personal Banker Jobs in Sarasota, 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.
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...
Retail Personal Banker Associate I
- Bradenton, FL (12 miles from Sarasota, FL)
- 1 day ago
- Bradenton, FL (12 miles from Sarasota, FL)
- 1 day ago
Banker job family....
Associate Personal Banker (SAFE) - SPANISH/BILINGUAL - South Manatee - Bradenton, FL
- Bradenton, FL (6 miles from Sarasota, FL)
- 2 days ago
- Bradenton, FL (6 miles from Sarasota, 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....
Retail Personal Banker Associate I
- Bradenton, FL (6 miles from Sarasota, FL)
- 3 days ago
- Bradenton, FL (6 miles from Sarasota, FL)
- 3 days ago
Banker job family....
Banker job family....
Associate Personal Banker (SAFE) - South Manatee - Bradenton, FL
- Bradenton, FL (6 miles from Sarasota, FL)
- 4 days ago
- Bradenton, FL (6 miles from Sarasota, 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....
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 - Sarasota GTE Financial United States, Florida, Sarasota 3510 Fruitville Road (Show on map) Aug 07, 2025 Come join our GTE Financial team!...
Financial Advisor Financial Advisor
- Bradenton, FL (6 miles from Sarasota, FL)
- 8 days ago
- Bradenton, FL (6 miles from Sarasota, FL)
- 8 days ago
Financial Advisor Edward Jones 3.8 ( ) Bradenton, FL Why you should apply for a job to Edward Jones : 63% say women are treated fairly and equally to men 73% say the CEO supports gender diversity...
- Sarasota, FL
- 8 days ago
- Sarasota, FL
- 8 days ago
Act This position is subject to the Dodd Frank/Truth in Lending Act qualification requirements for Loan Originators....
Personal Banker Associate I . Sarasota Fl . Full Time
- Sarasota, FL
- 9 days ago
- Sarasota, FL
- 9 days ago
#LI-JH1 Personal Banker Associate I. Sarasota Fl....
Investment Executive (Financial Advisor) Southwest, FL
- Sarasota, FL
- 10 days ago
- Sarasota, FL
- 10 days ago
Make banking a Fifth Third better We connect great people to great opportunities. Are you ready to take the next step? Discover a career in banking at Fifth Third Bank. GENERAL FUNCTION:...
Investment Counselor (Financial Advisor Alternative)
- Anna Maria, FL (18 miles from Sarasota, FL)
- 12 days ago
- Anna Maria, FL (18 miles from Sarasota, FL)
- 12 days 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...
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....
- Bradenton, FL (6 miles from Sarasota, FL)
- 17 days ago
- Bradenton, FL (6 miles from Sarasota, FL)
- 17 days ago
This job posting is anticipated to remain open for 30 days, from 08-Aug-2025. The posting may close early due to the volume of applicants. Join a financial services firm where your contributions...
Demographic Data for Sarasota, FL
Moving to Sarasota, FL? Find some basic demographic data about Sarasota, FL below.
Personal Banker Online Courses and Training Opportunities
Salary for Personal Banker Jobs in Sarasota, FL
Required or preferred licenses and certifications for Personal Banker positions.
Highest Education Level
Personal Bankers in Sarasota, FL offer the following education backgroundQualifications / Skill Sets
The following top skills are often required or desired to land a Personal Banker position
- Outside Sales
- Business Planning
- Personal Banker
- Flexibility
- Military Background
- Client Relationships
- Securities and Exchange Commission
- Asset Allocation
- Compensation and Benefits
- Mutual Funds
- Certified Financial Planner
- Series 65 Licensed
- Retail Banking
- Dodd-Frank
- Consumer Lending
- Lending
- Account Opening
- Nationwide Mortgage Licensing System & Registry
- 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
- Closing
- Inbound/Outbound Calling
- Relationship Management
- Retail
- Business Development
- Math
- High School Diploma
- Customer Relations
- Written Communication
- Coaching
- Telephone Skills
- Reporting
- Interpersonal Skills
- Policy Development
- Regulations
- Problem Solving
- Sales
- Organization
- Customer Service
- Scheduling
- Leadership
- Communication Skills
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