Personal Banker Jobs in Sun City Center, 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.
Private Client Banker - Saint Petersburg North - Saint Petersburg, FL
- Saint Petersburg, FL (12 miles from Sun City Center, FL)
- 2 days ago
- Saint Petersburg, FL (12 miles from Sun City Center, FL)
- 2 days ago
You have a passion for taking care of our customers and employees and making them feel welcomed and valued by building lasting relationships, doing the right thing, exceeding expectations and...
- Brandon, FL (17 miles from Sun City Center, FL)
- 5 days ago
- Brandon, FL (17 miles from Sun City Center, FL)
- 5 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 II or Senior - St. Pete 3rd Avenue
- Saint Petersburg, FL (12 miles from Sun City Center, FL)
- 6 days ago
- Saint Petersburg, FL (12 miles from Sun City Center, FL)
- 6 days ago
management and merchant services Knowledge of consumer lending...
Investment Counselor - Wealthbuilder (Entry Level Financial Advisor Alternative)
- Cortez, FL (23 miles from Sun City Center, FL)
- 9 days ago
- Cortez, FL (23 miles from Sun City Center, FL)
- 9 days ago
Management team where you will manage your own roster of our high-net-worth clients....
- Carrollwood, FL (24 miles from Sun City Center, FL)
- 10 days ago
- Carrollwood, FL (24 miles from Sun City Center, FL)
- 10 days ago
Personal Banker 4.0 4.0 out of 5 stars Carrollwood, FL Come join our GTE Financial team! We are looking for a customer-focused individual to join our team....
Personal Banker Sarasota District
- Bradenton, FL (21 miles from Sun City Center, FL)
- 10 days ago
- Bradenton, FL (21 miles from Sun City Center, FL)
- 10 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....
- Tampa, FL (15 miles from Sun City Center, FL)
- 12 days ago
- Tampa, FL (15 miles from Sun City Center, FL)
- 12 days ago
Deloittes Engagement Financial Advisor (EFA) team is comprised of professionals specializing in Deloitte engagement economics & financial metrics, account operations and risk management. As a...
Personal Banker (FL-Bradenton-53rdAveE)
- Bradenton, FL (21 miles from Sun City Center, FL)
- 13 days ago
- Bradenton, FL (21 miles from Sun City Center, FL)
- 13 days ago
The Personal Banker is responsible for serving as a consultant to customers by conducting customer financial profiles, identifying customer needs, and cross-selling and up-selling opportunities....
Private Client Banker - Providence and Bloomingdale - Riverview, FL
- Riverview, FL (11 miles from Sun City Center, FL)
- 13 days ago
- Riverview, FL (11 miles from Sun City Center, FL)
- 13 days ago
You have a passion for taking care of our customers and employees and making them feel welcomed and valued by building lasting relationships, doing the right thing, exceeding expectations and...
Technology Client Relationship Manager I/Project Manager I
- Tampa, FL (15 miles from Sun City Center, FL)
- 16 days ago
- Tampa, FL (15 miles from Sun City Center, FL)
- 16 days ago
A leading comprehensive engineering design and consulting firm, SSR provides innovative solutions for clients with facility and infrastructure challenges. To achieve client needs, SSR has multiple...
- Saint Petersburg, FL (12 miles from Sun City Center, FL)
- 18 days ago
- Saint Petersburg, FL (12 miles from Sun City Center, FL)
- 18 days ago
As a Personal Banker within PNC's Retail Bank Organization, you will be based in Saint Petersburg, FL 33709....
Team Manager - Financial Advisor
- Tampa, FL (15 miles from Sun City Center, FL)
- 18 days ago
- Tampa, FL (15 miles from Sun City Center, FL)
- 18 days ago
The individual will be part of the Morgan Stanley Virtual Advisor (MSVA) team within Morgan Stanley Wealth Management....
Personal Banker - Bradenton District, Bradenton FL
- Bradenton, FL (21 miles from Sun City Center, FL)
- 19 days ago
- Bradenton, FL (21 miles from Sun City Center, FL)
- 19 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 - St Petersburg District, St Petersburg FL
- St Petersburg, FL (12 miles from Sun City Center, FL)
- 19 days ago
- St Petersburg, FL (12 miles from Sun City Center, FL)
- 19 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....
- Tampa, FL (15 miles from Sun City Center, FL)
- 19 days ago
- Tampa, FL (15 miles from Sun City Center, FL)
- 19 days ago
Job Details: Financial Advisor Join a dynamic and rapidly growing wealth management practice where your talent and skills are valued and rewarded....
Demographic Data for Sun City Center, FL
Moving to Sun City Center, FL? Find some basic demographic data about Sun City Center, FL below.
Personal Banker Online Courses and Training Opportunities
Salary for Personal Banker Jobs in Sun City Center, FL
Required or preferred licenses and certifications for Personal Banker positions.
Highest Education Level
Personal Bankers in Sun City Center, 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
- Account Opening
- Consumer Lending
- Lending
- Nationwide Mortgage Licensing System & Registry
- BSA
- Account Maintenance
- Commercial Banking
- Private Banking
- Mortgage Processing
- Cross Selling
- Financial Services
- Wealth Management
- Fraud Investigation
- Financial Planning
- Cash Handling
- Notary Public
- Risk Management
- Customer Satisfaction
- Referrals
- Relationship Management
- Inbound/Outbound Calling
- Business Development
- Customer Relations
- Listening
- High School Diploma
- Retail
- Written Communication
- Investigation
- Telephone Skills
- Employee Development
- Coaching
- Regulations
- Reporting
- Policy Development
- Sales
- Problem Solving
- Organization
- Customer Service
- Scheduling
- Leadership
- Communication Skills
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