Personal Banker Jobs in Venice, 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.
- Sarasota, FL (17 miles from Venice, FL)
- 9 hours ago
- Sarasota, FL (17 miles from Venice, FL)
- 9 hours 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 3.6 3.6 out of 5 stars Venice, FL Why Wells Fargo: Are you looking for more? Find it here....
Personal Banker University Parkway
- Sarasota, FL (17 miles from Venice, FL)
- 1 day ago
- Sarasota, FL (17 miles from Venice, 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....
Personal Banker - Bradenton District, Bradenton FL
- Bradenton, FL (21 miles from Venice, FL)
- 2 days ago
- Bradenton, FL (21 miles from Venice, FL)
- 2 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....
Job Summary: The Personal Banker is responsible for providing a full range of banking services for the branchs retail customers....
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....
- Port Charlotte, FL (20 miles from Venice, FL)
- 8 days ago
- Port Charlotte, FL (20 miles from Venice, FL)
- 8 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....
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....
Personal Banker Sarasota City Center
- Sarasota, FL (17 miles from Venice, FL)
- 8 days ago
- Sarasota, FL (17 miles from Venice, FL)
- 8 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 (17 miles from Venice, FL)
- 10 days ago
- Sarasota, FL (17 miles from Venice, FL)
- 10 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 II or Sr - Sarasota Main St ($1K Signing Bonus)
- Sarasota, FL (17 miles from Venice, FL)
- 17 days ago
- Sarasota, FL (17 miles from Venice, FL)
- 17 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....
Banker job family....
- Sarasota, FL (12 miles from Venice, FL)
- 29 days ago
- Sarasota, FL (12 miles from Venice, FL)
- 29 days ago
Banker job family....
Merrill Market Client Relationship Manager
- Sarasota, FL (17 miles from Venice, FL)
- 60+ days ago
- Sarasota, FL (17 miles from Venice, FL)
- 60+ days ago
Job Description: Merrill Wealth Management is a leading provider of comprehensive wealth management and investment products and services for individuals, companies, and institutions....
Demographic Data for Venice, FL
Moving to Venice, FL? Find some basic demographic data about Venice, FL below.
Personal Banker Online Courses and Training Opportunities
Salary for Personal Banker Jobs in Venice, FL
Required or preferred licenses and certifications for Personal Banker positions.
Highest Education Level
Personal Bankers in Venice, 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
- Financial Services
- Wealth Management
- 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
- Telephone Skills
- Negotiation
- Coaching
- Reporting
- Regulations
- Policy Development
- Sales
- Problem Solving
- Organization
- Customer Service
- Scheduling
- Leadership
- Communication Skills
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