Personal Banker Jobs in Temple Terrace, 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.
Financial Advisor - Career Change Opportunity
- Saint Petersburg, FL (24 miles from Temple Terrace, FL)
- 1 day ago
- Saint Petersburg, FL (24 miles from Temple Terrace, FL)
- 1 day ago
Job Overview** 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. If you find yourself at a professional...
- Saint Petersburg, FL (24 miles from Temple Terrace, FL)
- 1 day ago
- Saint Petersburg, FL (24 miles from Temple Terrace, FL)
- 1 day 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. If you find yourself at a professional crossroads, a...
Personal Banking Advisor - New Tampa - Tampa, FL
- Tampa, FL (7 miles from Temple Terrace, FL)
- 3 days ago
- Tampa, FL (7 miles from Temple Terrace, FL)
- 3 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:...
Bilingual Spanish - Personal Banker
- Brandon, FL (9 miles from Temple Terrace, FL)
- 3 days ago
- Brandon, FL (9 miles from Temple Terrace, FL)
- 3 days ago
As a Personal Banker within PNC's Retail Bank Organization, you will be based in Brandon, FL 33511. Bilingual Spanish Required....
- Tarpon Springs, FL (19 miles from Temple Terrace, FL)
- 3 days ago
- Tarpon Springs, FL (19 miles from Temple Terrace, FL)
- 3 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
- 6 days ago
- Temple Terrace, FL
- 6 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 (22 miles from Temple Terrace, FL)
- 7 days ago
- Sun City Ctr, FL (22 miles from Temple Terrace, FL)
- 7 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 (7 miles from Temple Terrace, FL)
- 8 days ago
- Tampa, FL (7 miles from Temple Terrace, FL)
- 8 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 (7 miles from Temple Terrace, FL)
- 8 days ago
- Tampa, FL (7 miles from Temple Terrace, FL)
- 8 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:...
- Tampa, FL (7 miles from Temple Terrace, FL)
- 9 days ago
- Tampa, FL (7 miles from Temple Terrace, FL)
- 9 days ago
Responsible for developing, managing and retaining a book of business of clients in the Intl and domestic market for investment Financial Advisors(FA-IC I) maintains a highly dedicated...
Investment Counselor (Financial Advisor Alternative)
- Apollo Beach, FL (19 miles from Temple Terrace, FL)
- 9 days ago
- Apollo Beach, FL (19 miles from Temple Terrace, FL)
- 9 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 - Temple Terrace GTE Financial - 4.0 Temple Terrace, FL Job Details Full-time Estimated: $40.9K - $56.6K a year 13 hours ago Qualifications Bilingual Some college Spanish Sales English...
Personal Banker - South Tampa - Floater
- Tampa, FL (7 miles from Temple Terrace, FL)
- 10 days ago
- Tampa, FL (7 miles from Temple Terrace, FL)
- 10 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...
Personal Banker - Brandon - Floater
- Brandon, FL (9 miles from Temple Terrace, FL)
- 10 days ago
- Brandon, FL (9 miles from Temple Terrace, FL)
- 10 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...
Private Client Banker - Ridgemoor Blvd and East Lake Road - Palm Harbor, FL
- Palm Harbor, FL (22 miles from Temple Terrace, FL)
- 10 days ago
- Palm Harbor, FL (22 miles from Temple Terrace, FL)
- 10 days ago
Act This position is subject to the Dodd Frank/Truth in Lending Act qualification requirements for Loan Originators....
Demographic Data for Temple Terrace, FL
Moving to Temple Terrace, FL? Find some basic demographic data about Temple Terrace, FL below.
Personal Banker Online Courses and Training Opportunities
Salary for Personal Banker Jobs in Temple Terrace, FL
Required or preferred licenses and certifications for Personal Banker positions.
Highest Education Level
Personal Bankers in Temple Terrace, 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
- Retirement Planning
- Consultative Sales
- Flexibility
- Military Background
- Client Relationships
- Securities and Exchange Commission
- Compensation and Benefits
- Certified Financial Planner
- Series 65 Licensed
- Retail Banking
- Dodd-Frank
- Lending
- Account Opening
- Consumer Lending
- 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
- Relationship Management
- Inbound/Outbound Calling
- Closing
- Retail
- Listening
- Business Development
- Math
- Customer Relations
- High School Diploma
- Written Communication
- Telephone Skills
- Reporting
- Policy Development
- Coaching
- Regulations
- Problem Solving
- Sales
- Organization
- Customer Service
- Scheduling
- Leadership
- Communication Skills
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Here are some other career titles that require similar skills
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