Personal Banker Jobs in St Pete Beach, 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.
Associate Personal Banker (SAFE) - Downtown - St. Petersburg, FL
- St Petersburg, FL (7 miles from St Pete Beach, FL)
- 1 day ago
- St Petersburg, FL (7 miles from St Pete Beach, FL)
- 1 day ago
Why Wells Fargo: Are you looking for more? Find it here. At Wells Fargo, we're more than a financial services leader were a global trailblazer committed to driving innovation, empowering...
Private Client Banker - Hillsborough and Armenia - Tampa, FL Bilingual (Spanish/English) Required
- Tampa, FL (23 miles from St Pete Beach, FL)
- 2 days ago
- Tampa, FL (23 miles from St Pete Beach, FL)
- 2 days ago
Act This position is subject to the Dodd Frank/Truth in Lending Act qualification requirements for Loan Originators....
Investment Executive (Financial Advisor) Southwest, FL
- Saint Petersburg, FL (7 miles from St Pete Beach, FL)
- 8 days ago
- Saint Petersburg, FL (7 miles from St Pete Beach, FL)
- 8 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 (14 miles from St Pete Beach, FL)
- 10 days ago
- Anna Maria, FL (14 miles from St Pete Beach, FL)
- 10 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...
Roving Personal Banker - Clearwater District
- Saint Petersburg, FL (7 miles from St Pete Beach, FL)
- 11 days ago
- Saint Petersburg, FL (7 miles from St Pete Beach, FL)
- 11 days ago
strongWhy Wes Fargo:/strongbrbrAre yo ookng for more? Fnd t here. At Wes Fargo, we beeve that a meanngf career s mch more than jst a job. t's abot fndng a of the eements that hep yo thrve, n one...
- Tampa, FL (23 miles from St Pete Beach, FL)
- 13 days ago
- Tampa, FL (23 miles from St Pete Beach, FL)
- 13 days ago
Originate consumer lending applications including home equity lending (NMLS registered)....
Personal Banker Associate I - Largo, FL
- Largo, FL (12 miles from St Pete Beach, FL)
- 17 days ago
- Largo, FL (12 miles from St Pete Beach, FL)
- 17 days ago
Banker job family....
- Saint Petersburg, FL (7 miles from St Pete Beach, FL)
- 27 days ago
- Saint Petersburg, FL (7 miles from St Pete Beach, FL)
- 27 days ago
This job posting is anticipated to remain open for 30 days, from 18-Jul-2025. The posting may close early due to the volume of applicants. Join a financial services firm where your contributions...
Personal Banking Advisor - New Tampa - Tampa, FL
- Tampa, FL (23 miles from St Pete Beach, FL)
- 29 days ago
- Tampa, FL (23 miles from St Pete Beach, FL)
- 29 days ago
Job Title: Personal Banking Advisor Primary Location: 17635 Bruce B Downs Blvd, Tampa, FL 33647 Employee Status: full-time hourly Estimated Hours/Week: 38 Remote: No % of Travel for the Position:...
Personal Banking Advisor - Sun City Ctr, FL
- Sun City Ctr, FL (19 miles from St Pete Beach, FL)
- 30+ days ago
- Sun City Ctr, FL (19 miles from St Pete Beach, FL)
- 30+ days ago
Job Title: Personal Banking Advisor Primary Location: 1653 Sun City Ctr Plaza, Sun City Ctr, FL 33573 Employee Status: full-time hourly Estimated Hours/Week: 38 Remote: No % of Travel for the...
Financial Advisor, Truist Investment Services, Tampa, FL
- Tampa, FL (23 miles from St Pete Beach, FL)
- 30+ days ago
- Tampa, FL (23 miles from St Pete Beach, FL)
- 30+ days ago
The position is described below. If you want to apply, click the Apply Now button at the top or bottom of this page. After you click Apply Now and complete your application, you'll be invited to...
Float Personal Banking Advisor - Tampa, FL
- Tampa, FL (23 miles from St Pete Beach, FL)
- 30+ days ago
- Tampa, FL (23 miles from St Pete Beach, FL)
- 30+ days ago
Job Title: Float Personal Banking Advisor Primary Location: 5140 E Fowler Ave, Tampa FL 33617 Employee Status: full-time hourly Estimated Hours/Week: 38 Remote: No % of Travel for the Position:...
Personal Banker - South Tampa - Floater
- Tampa, FL (23 miles from St Pete Beach, FL)
- 30+ days ago
- Tampa, FL (23 miles from St Pete Beach, FL)
- 30+ days ago
Come join our GTE Financial team! We are looking for a customer-focused individual to join our team. The Member Relationship Officer will ensure members' needs are achieved by conducting a...
- Clearwater, FL (16 miles from St Pete Beach, FL)
- 30+ days ago
- Clearwater, FL (16 miles from St Pete Beach, FL)
- 30+ days ago
Provides deep understanding of Retail Banking and strong Customer Service Skills with the ability to engage customers in conversation regarding products and services....
Financial Advisor - Pinellas County, FL
- Tampa, FL (23 miles from St Pete Beach, FL)
- 45+ days ago
- Tampa, FL (23 miles from St Pete Beach, FL)
- 45+ days ago
Who We Are At Corebridge Financial, we believe action is everything. That's why every day we partner with financial professionals and institutions to make it possible for more people to take...
Demographic Data for St Pete Beach, FL
Moving to St Pete Beach, FL? Find some basic demographic data about St Pete Beach, FL below.
Personal Banker Online Courses and Training Opportunities
Salary for Personal Banker Jobs in St Pete Beach, FL
Required or preferred licenses and certifications for Personal Banker positions.
Highest Education Level
Personal Bankers in St Pete Beach, 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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