Personal Banker Jobs in Tampa, 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.
Roving Personal Banker - Clearwater District
- Clearwater, FL (19 miles from Tampa, FL)
- 1 hour ago
- Clearwater, FL (19 miles from Tampa, FL)
- 1 hour ago
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....
- Brandon, FL (10 miles from Tampa, FL)
- 22 hours ago
- Brandon, FL (10 miles from Tampa, FL)
- 22 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....
Originate consumer lending applications including home equity lending (NMLS registered)....
Bilingual Spanish - Personal Banker
- Temple Terrace, FL (7 miles from Tampa, FL)
- 1 day ago
- Temple Terrace, FL (7 miles from Tampa, FL)
- 1 day ago
As a Personal Banker within PNC's Retail Bank Organization, you will be based in Temple Terrace, FL 33617. Bilingual Spanish Required....
- Riverview, FL (11 miles from Tampa, FL)
- 3 days ago
- Riverview, FL (11 miles from Tampa, FL)
- 3 days ago
As a Personal Banker within PNC's Retail Bank Organization, you will be based in Riverview, FL 33578. Bilingual Spanish Preferred....
Investment Counselor (Financial Advisor Alternative)
- Wimauma, FL (19 miles from Tampa, FL)
- 3 days ago
- Wimauma, FL (19 miles from Tampa, FL)
- 3 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...
Personal Banker Associate I - Largo, FL
- Largo, FL (21 miles from Tampa, FL)
- 4 days ago
- Largo, FL (21 miles from Tampa, FL)
- 4 days ago
Banker job family....
management business development techniques Strong understanding and experience interacting with retail and small business banking clients Consultative sales experience required Demonstrated ability...
Personal Banker Clearwater Mall
- Clearwater, FL (19 miles from Tampa, FL)
- 11 days ago
- Clearwater, FL (19 miles from Tampa, FL)
- 11 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....
This job posting is anticipated to remain open for 30 days, from 21-Jul-2025. The posting may close early due to the volume of applicants. Join a financial services firm where your contributions...
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...
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:...
- Tarpon Springs, FL (19 miles from Tampa, FL)
- 16 days ago
- Tarpon Springs, FL (19 miles from Tampa, FL)
- 16 days ago
This job posting is anticipated to remain open for 30 days, from 16-Jul-2025. The posting may close early due to the volume of applicants. Join a financial services firm where your contributions...
Float Personal Banking Advisor - Tampa, FL
- Temple Terrace, FL (7 miles from Tampa, FL)
- 18 days ago
- Temple Terrace, FL (7 miles from Tampa, FL)
- 18 days ago
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: More than 50%...
Personal Banking Advisor - Sun City Ctr, FL
- Sun City Ctr, FL (15 miles from Tampa, FL)
- 20 days ago
- Sun City Ctr, FL (15 miles from Tampa, FL)
- 20 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...
Demographic Data for Tampa, FL
Moving to Tampa, FL? Find some basic demographic data about Tampa, FL below.
Personal Banker Online Courses and Training Opportunities
Salary for Personal Banker Jobs in Tampa, FL
Required or preferred licenses and certifications for Personal Banker positions.
Highest Education Level
Personal Bankers in Tampa, 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
- Consultative Sales
- Flexibility
- Military Background
- Client Relationships
- Securities and Exchange Commission
- Compensation and Benefits
- Mutual Funds
- Certified Financial Planner
- Series 65 Licensed
- Retail Banking
- Lending
- Dodd-Frank
- Consumer Lending
- Account Opening
- Nationwide Mortgage Licensing System & Registry
- Commercial Banking
- 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
- Inbound/Outbound Calling
- Closing
- Relationship Management
- Retail
- Business Development
- Math
- High School Diploma
- Customer Relations
- Written Communication
- Telephone Skills
- Coaching
- Reporting
- Interpersonal Skills
- Policy Development
- Regulations
- Problem Solving
- Sales
- Organization
- Customer Service
- Scheduling
- Leadership
- Communication Skills
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