Personal Banker Jobs in University Park, 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.
Investment Counselor - Wealthbuilder (Entry Level Financial Advisor Alternative)
- Cortez, FL (14 miles from University Park, FL)
- 20 hours ago
- Cortez, FL (14 miles from University Park, FL)
- 20 hours ago
Management team where you will manage your own roster of our high-net-worth clients....
Investment Counselor (Financial Advisor Alternative)
- Cortez, FL (14 miles from University Park, FL)
- 20 hours ago
- Cortez, FL (14 miles from University Park, FL)
- 20 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...
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 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....
VP Financial Advisor, Succession Role
- Sarasota, FL (6 miles from University Park, FL)
- 6 days ago
- Sarasota, FL (6 miles from University Park, FL)
- 6 days ago
Series 7, 66 (BD/RIA) Series 65 (RIA Only) Insurance Licenses Substantial experience within the wealth management industry Ability to source and convert prospects to clients and provide high-level planning-oriented...
- Sarasota, FL (6 miles from University Park, FL)
- 8 days ago
- Sarasota, FL (6 miles from University Park, FL)
- 8 days ago
Financial Advisor HBKS Wealth Advisors (HBKS), an independent personal financial planning and wealth management firm with offices in four states, 14 locations, and approximately $6 billion in assets...
Roving Personal Banker Sarasota District
- Venice, FL (21 miles from University Park, FL)
- 8 days ago
- Venice, FL (21 miles from University Park, FL)
- 8 days ago
Roving Personal Banker Sarasota District 3.6 3.6 out of 5 stars Venice, FL Why Wells Fargo: Are you looking for more? Find it here....
Personal Banker Roving East Hillsborough Polk District
- Sun City Center, FL (21 miles from University Park, FL)
- 9 days ago
- Sun City Center, FL (21 miles from University Park, FL)
- 9 days 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 - Bradenton District, Bradenton FL
- Bradenton, FL
- 10 days ago
- Bradenton, 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....
- Venice, FL (21 miles from University Park, FL)
- 16 days ago
- Venice, FL (21 miles from University Park, FL)
- 16 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....
Investment Executive (Financial Advisor) Southwest, FL
- Sarasota, FL (6 miles from University Park, FL)
- 18 days ago
- Sarasota, FL (6 miles from University Park, FL)
- 18 days ago
Make banking a Fifth Third better We connect great people to great opportunities. Are you ready to take the next step? Discover a career in banking at Fifth Third Bank. GENERAL FUNCTION:...
- Venice, FL (21 miles from University Park, FL)
- 30+ days ago
- Venice, FL (21 miles from University Park, FL)
- 30+ days ago
Banker job family....
- Venice, FL (21 miles from University Park, FL)
- 90+ days ago
- Venice, FL (21 miles from University Park, FL)
- 90+ days ago
This individual delivers comprehensive wealth management solutions for individuals, families, and business owners....
- Sarasota, FL (6 miles from University Park, FL)
- 30+ days ago
- Sarasota, FL (6 miles from University Park, FL)
- 30+ days ago
You will spend most of your time as a personal banker, engaging customers in sales conversations to identify appropriate financial solutions....
- Sarasota, FL (3 miles from University Park, FL)
- 30+ days ago
- Sarasota, FL (3 miles from University Park, FL)
- 30+ days ago
You will spend most of your time as a personal banker, engaging customers in sales conversations to identify appropriate financial solutions....
Demographic Data for University Park, FL
Moving to University Park, FL? Find some basic demographic data about University Park, FL below.
Personal Banker Online Courses and Training Opportunities
Salary for Personal Banker Jobs in University Park, FL
Required or preferred licenses and certifications for Personal Banker positions.
Highest Education Level
Personal Bankers in University Park, 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
- Mortgage Lending
- Dodd-Frank
- Account Opening
- Consumer Lending
- Nationwide Mortgage Licensing System & Registry
- Lending
- BSA
- Account Maintenance
- Commercial Banking
- Private Banking
- Cross Selling
- Mortgage Processing
- Financial Services
- Wealth Management
- Fraud Investigation
- Financial Planning
- Cash Handling
- Notary Public
- Customer Satisfaction
- Referrals
- Risk Management
- Relationship Management
- Inbound/Outbound Calling
- Business Development
- Customer Relations
- High School Diploma
- Listening
- Retail
- Written Communication
- Investigation
- Telephone Skills
- Employee Development
- Coaching
- Reporting
- Regulations
- Policy Development
- Sales
- Problem Solving
- Organization
- Customer Service
- Scheduling
- Leadership
- Communication Skills
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