Personal Banker Jobs in Sunrise, 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.
Personal Banker - Doral Commons - Doral, FL
- Doral, FL (24 miles from Sunrise, FL)
- 17 hours ago
- Doral, FL (24 miles from Sunrise, FL)
- 17 hours 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 SAFE Act - Bilingual English/Spanish Preferred- Plantation Branch
- Plantation, FL (3 miles from Sunrise, FL)
- 1 day ago
- Plantation, FL (3 miles from Sunrise, FL)
- 1 day ago
The Personal Banker SAFE Act is an entry level position responsible for the assistance in the execution of sales, products or service activities in coordination with the customer service team....
Personal Banker SAFE Act- North Miami Area
- North Miami Beach, FL (15 miles from Sunrise, FL)
- 1 day ago
- North Miami Beach, FL (15 miles from Sunrise, FL)
- 1 day ago
The Personal Banker SAFE Act is an entry level position responsible for the assistance in the execution of sales, products or service activities in coordination with the customer service team....
- Hialeah, FL (20 miles from Sunrise, FL)
- 1 day ago
- Hialeah, FL (20 miles from Sunrise, FL)
- 1 day 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...
Personal Banker-Broward North District (FL)
- Pompano Beach, FL (8 miles from Sunrise, FL)
- 3 days ago
- Pompano Beach, FL (8 miles from Sunrise, FL)
- 3 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....
- Hollywood, FL (11 miles from Sunrise, FL)
- 4 days ago
- Hollywood, FL (11 miles from Sunrise, FL)
- 4 days ago
As a Personal Banker, you will strengthen customer relationships with a defined sales process....
Associate Personal Banker - Plaza at Delray, FL
- Delray Beach, FL (23 miles from Sunrise, FL)
- 6 days ago
- Delray Beach, FL (23 miles from Sunrise, FL)
- 6 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 Travel - North Miami Beach ($1K Signing Bonus)
- North Miami Beach, FL (15 miles from Sunrise, FL)
- 6 days ago
- North Miami Beach, FL (15 miles from Sunrise, FL)
- 6 days ago
management and merchant services Knowledge of consumer lending...
Private Client Banker - Miami Lakes - Miami Lakes, FL
- Miami Lakes, FL (17 miles from Sunrise, FL)
- 7 days ago
- Miami Lakes, FL (17 miles from Sunrise, FL)
- 7 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...
- Miami Shores, FL (20 miles from Sunrise, FL)
- 7 days ago
- Miami Shores, FL (20 miles from Sunrise, FL)
- 7 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....
As a Personal Banker within PNC's Retail Banking organization, you will be based in Sunrise, FL. Bilingual Spanish or Creole preferred....
- Doral, FL (24 miles from Sunrise, FL)
- 11 days ago
- Doral, FL (24 miles from Sunrise, FL)
- 11 days ago
Tyto Athene is searching for highly qualified Customer Relationship Manager to support U.S. Southern Command on the SCITES II Contract in Doral, Florida. Responsibilities: Develops and manages...
Private Client Banker - Biscayne and 182nd - Aventura, FL
- North Miami, FL (17 miles from Sunrise, FL)
- 12 days ago
- North Miami, FL (17 miles from Sunrise, FL)
- 12 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...
- Fort Lauderdale, FL (6 miles from Sunrise, FL)
- 12 days ago
- Fort Lauderdale, FL (6 miles from Sunrise, FL)
- 12 days ago
Job Description At EisnerAmper, we look for individuals who welcome new ideas, encourage innovation, and are eager to make an impact. Whether you're starting out in your career or taking your next...
Merrill Experienced Financial Advisor
- Fort Lauderdale, FL (6 miles from Sunrise, FL)
- 16 days ago
- Fort Lauderdale, FL (6 miles from Sunrise, FL)
- 16 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....
Demographic Data for Sunrise, FL
Moving to Sunrise, FL? Find some basic demographic data about Sunrise, FL below.
Personal Banker Online Courses and Training Opportunities
Salary for Personal Banker Jobs in Sunrise, FL
Required or preferred licenses and certifications for Personal Banker positions.
Highest Education Level
Personal Bankers in Sunrise, 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
- Customer Satisfaction
- Referrals
- Risk Management
- Relationship Management
- Inbound/Outbound Calling
- Customer Relations
- Retail
- High School Diploma
- Business Development
- Negotiation
- Telephone Skills
- Written Communication
- Coaching
- Employee Development
- Regulations
- Reporting
- Policy Development
- Sales
- Problem Solving
- Organization
- Customer Service
- Scheduling
- Leadership
- Communication Skills
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