Personal Banker Jobs in Vanderbilt, 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 Associate I - Golden Gate
- Naples, FL (7 miles from Vanderbilt, FL)
- 2 days ago
- Naples, FL (7 miles from Vanderbilt, FL)
- 2 days ago
Banker job family....
Personal Banker Merchants Crossing
- Cape Coral, FL (23 miles from Vanderbilt, FL)
- 4 days ago
- Cape Coral, FL (23 miles from Vanderbilt, FL)
- 4 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....
Retail Personal Banker II - Mature
- Fort Myers, FL (21 miles from Vanderbilt, FL)
- 4 days ago
- Fort Myers, FL (21 miles from Vanderbilt, FL)
- 4 days ago
GENERAL FUNCTION: The Personal Banker II position will provide an exceptional customer experience by building and maintaining long lasting relationships with existing and prospective customers....
- Naples, FL (8 miles from Vanderbilt, FL)
- 4 days ago
- Naples, FL (8 miles from Vanderbilt, FL)
- 4 days ago
Provides deep understanding of Retail Banking and strong Customer Service Skills with the ability to engage customers in conversation regarding products and services....
Personal Banker Associate II - Verdana DeNovo
- Estero, FL (10 miles from Vanderbilt, FL)
- 5 days ago
- Estero, FL (10 miles from Vanderbilt, FL)
- 5 days ago
Banker job family....
Personal Banker Associate I - Golden Gate
- Naples, FL (8 miles from Vanderbilt, FL)
- 5 days ago
- Naples, FL (8 miles from Vanderbilt, FL)
- 5 days ago
Banker job family....
- Naples, FL (8 miles from Vanderbilt, FL)
- 5 days ago
- Naples, FL (8 miles from Vanderbilt, FL)
- 5 days ago
Banker job family....
- Naples, FL (8 miles from Vanderbilt, FL)
- 5 days ago
- Naples, FL (8 miles from Vanderbilt, FL)
- 5 days ago
Job Summary Serves as the front-line point of contact for retail branch customers executing activities required to meet sales and service needs of customers and branch goals and objectives....
Investment Executive (Financial Advisor) Marco Island, FL
- Marco Island, FL (23 miles from Vanderbilt, FL)
- 7 days ago
- Marco Island, FL (23 miles from Vanderbilt, FL)
- 7 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:...
Personal Banker Associate I - Estero - Verdana DeNovo
- Estero, FL (10 miles from Vanderbilt, FL)
- 8 days ago
- Estero, FL (10 miles from Vanderbilt, FL)
- 8 days ago
Banker job family....
Financial Advisor & Planner - Brokerage/Premier Accounts
- Naples, FL (8 miles from Vanderbilt, FL)
- 11 days ago
- Naples, FL (8 miles from Vanderbilt, FL)
- 11 days ago
Our vision for the future is based on the idea that transforming financial lives starts by giving our people the freedom to transform their own. We have a flexible work environment, and fluid...
Personal Banker Associate I - Verdana DeNovo
- Estero, FL (10 miles from Vanderbilt, FL)
- 12 days ago
- Estero, FL (10 miles from Vanderbilt, FL)
- 12 days ago
Banker job family....
Personal Banker Associate I - Cape Coral - Spanish speaking highly preferred
- Cape Coral, FL (23 miles from Vanderbilt, FL)
- 12 days ago
- Cape Coral, FL (23 miles from Vanderbilt, FL)
- 12 days ago
Banker job family....
Investment Executive (Financial Advisor) Southwest, FL
- Naples, FL (8 miles from Vanderbilt, FL)
- 12 days ago
- Naples, FL (8 miles from Vanderbilt, FL)
- 12 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:...
- Naples, FL (2 miles from Vanderbilt, FL)
- 20 days ago
- Naples, FL (2 miles from Vanderbilt, FL)
- 20 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 Vanderbilt, FL
Moving to Vanderbilt, FL? Find some basic demographic data about Vanderbilt, FL below.
Personal Banker Online Courses and Training Opportunities
Salary for Personal Banker Jobs in Vanderbilt, FL
Required or preferred licenses and certifications for Personal Banker positions.
Highest Education Level
Personal Bankers in Vanderbilt, 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
- Flexibility
- Military Background
- Client Relationships
- Securities and Exchange Commission
- Compensation and Benefits
- Mutual Funds
- Certified Financial Planner
- Series 65 Licensed
- Retail Banking
- Dodd-Frank
- Account Opening
- Consumer Lending
- Nationwide Mortgage Licensing System & Registry
- Lending
- 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
- Math
- Listening
- Retail
- Business Development
- 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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