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.
- Saint Petersburg, FL (16 miles from Tampa, FL)
- 12 hours ago
- Saint Petersburg, FL (16 miles from Tampa, FL)
- 12 hours ago
As a Personal Banker within PNC's Retail Bank Organization, you will be based in Saint Petersburg, FL 33709....
Investment Counselor (Financial Advisor Alternative)
- Twn N Cntry, FL (9 miles from Tampa, FL)
- 21 hours ago
- Twn N Cntry, FL (9 miles from Tampa, FL)
- 21 hours 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...
Investment Counselor - Wealthbuilder (Entry Level Financial Advisor Alternative)
- Belleair Beach, FL (24 miles from Tampa, FL)
- 21 hours ago
- Belleair Beach, FL (24 miles from Tampa, FL)
- 21 hours ago
Management team where you will manage your own roster of our high-net-worth clients....
Personal Banker Roving East Hillsborough Polk District
- Sun City Center, FL (15 miles from Tampa, FL)
- 21 hours ago
- Sun City Center, FL (15 miles from Tampa, FL)
- 21 hours ago
Apply today.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....
Personal Banker - Clearwater District, Clearwater FL
- Clearwater, FL (19 miles from Tampa, FL)
- 23 hours ago
- Clearwater, FL (19 miles from Tampa, FL)
- 23 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....
The individual will be part of the Morgan Stanley Virtual Advisor (MSVA) team within Morgan Stanley Wealth Management....
Personal Banker - St Petersburg District, St Petersburg FL
- St Petersburg, FL (16 miles from Tampa, FL)
- 1 day ago
- St Petersburg, FL (16 miles from Tampa, FL)
- 1 day 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....
Job Details: Financial Advisor Join a dynamic and rapidly growing wealth management practice where your talent and skills are valued and rewarded....
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....
- Clearwater, FL (19 miles from Tampa, FL)
- 6 days ago
- Clearwater, FL (19 miles from Tampa, FL)
- 6 days ago
As a Personal Banker within PNC's Retail Bank Organization, you will be based in Clearwater, FL 33761. Bilingual Spanish Preferred....
- Carrollwood, FL (9 miles from Tampa, FL)
- 6 days ago
- Carrollwood, FL (9 miles from Tampa, FL)
- 6 days ago
As a Personal Banker within PNC's Retail Bank Organization, you will be based in Tampa, FL 33618. Bilingual Spanish Preferred....
Float Personal Banker I - Full Time - Tampa West Region
- Holiday, FL (23 miles from Tampa, FL)
- 7 days ago
- Holiday, FL (23 miles from Tampa, FL)
- 7 days ago
Banker job family....
Personal Banker Temple Terrace
- Temple Terrace, FL (7 miles from Tampa, FL)
- 7 days ago
- Temple Terrace, FL (7 miles from Tampa, 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....
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....
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
- 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
- Mortgage Lending
- Account Opening
- Consumer Lending
- Nationwide Mortgage Licensing System & Registry
- Lending
- BSA
- Account Maintenance
- Commercial Banking
- Private Banking
- Cross Selling
- Mortgage Processing
- Wealth Management
- Financial Services
- Fraud Investigation
- Financial Planning
- Cash Handling
- Complaint Resolution
- Notary Public
- Customer Satisfaction
- Referrals
- Risk Management
- Relationship Management
- Inbound/Outbound Calling
- Business Development
- Listening
- Customer Relations
- High School Diploma
- Retail
- Written Communication
- Negotiation
- Telephone Skills
- Coaching
- Reporting
- Regulations
- Policy Development
- Sales
- Problem Solving
- Organization
- Customer Service
- Scheduling
- Leadership
- Communication Skills
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