Personal Banker Jobs in Wesley Chapel, 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.
- Tampa, FL (19 miles from Wesley Chapel, FL)
- 1 day ago
- Tampa, FL (19 miles from Wesley Chapel, FL)
- 1 day ago
JOIN OUR TEAM! PAUL MITCHELL THE SCHOOL TAMPA IS LOOKING FINANCIAL SERVICES ADVISOR JOB SUMMARY AND OBJECTIVE The Financial Services Advisor is responsible for providing excellent customer service...
Associate Bank Financial Advisor
- Tarpon Springs, FL (22 miles from Wesley Chapel, FL)
- 1 day ago
- Tarpon Springs, FL (22 miles from Wesley Chapel, FL)
- 1 day ago
About this role: Wells Fargo is seeking an Associate Bank Financial Advisor (LO) in Wealth and Investment Management as part of Wells Fargo Advisors. Learn more about the career areas and business...
- Tampa, FL (19 miles from Wesley Chapel, FL)
- 1 day ago
- Tampa, FL (19 miles from Wesley Chapel, 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....
- Trinity, FL (20 miles from Wesley Chapel, FL)
- 2 days ago
- Trinity, FL (20 miles from Wesley Chapel, FL)
- 2 days ago
management and merchant services Knowledge of consumer lending...
Roving Personal Banker-Hillsborough Pasco
- Land O Lakes, FL (6 miles from Wesley Chapel, FL)
- 5 days ago
- Land O Lakes, FL (6 miles from Wesley Chapel, FL)
- 5 days ago
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....
Financial Advisor - Pinellas County, FL
- Tampa, FL (19 miles from Wesley Chapel, FL)
- 6 days ago
- Tampa, FL (19 miles from Wesley Chapel, FL)
- 6 days ago
Who We Are At Corebridge Financial, we believe action is everything. That's why every day we partner with financial professionals and institutions to make it possible for more people to take...
Investment Counselor - Wealthbuilder (Entry Level Financial Advisor Alternative)
- Tampa, FL (19 miles from Wesley Chapel, FL)
- 8 days ago
- Tampa, FL (19 miles from Wesley Chapel, FL)
- 8 days ago
Management team where you will manage your own roster of our high-net-worth clients....
- Tampa, FL (19 miles from Wesley Chapel, FL)
- 9 days ago
- Tampa, FL (19 miles from Wesley Chapel, FL)
- 9 days ago
Management team where you will manage your own roster of our high-net-worth clients....
- Tampa, FL (19 miles from Wesley Chapel, FL)
- 10 days ago
- Tampa, FL (19 miles from Wesley Chapel, FL)
- 10 days ago
management business development techniques Strong understanding and experience interacting with retail and small business banking clients Consultative sales experience required Demonstrated ability...
Personal Banker - Temple Terrace
- Temple Terrace, FL (11 miles from Wesley Chapel, FL)
- 15 days ago
- Temple Terrace, FL (11 miles from Wesley Chapel, FL)
- 15 days ago
POSITION PURPOSE AND OBJECTIVES: The Personal Banker is responsible for providing efficient, professional, and quality customer service to all Republic Bank & Trust Company clients....
- Brandon, FL (18 miles from Wesley Chapel, FL)
- 17 days ago
- Brandon, FL (18 miles from Wesley Chapel, FL)
- 17 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....
- Tampa, FL (19 miles from Wesley Chapel, FL)
- 22 days ago
- Tampa, FL (19 miles from Wesley Chapel, FL)
- 22 days ago
Leverage expertise in personal and business financial planning, guiding members through complex financial decisions such as investments, retirement planning, insurance needs, and wealth management strategies...
Personal Banker Associate I - Lutz, FL
- Lutz, FL (10 miles from Wesley Chapel, FL)
- 23 days ago
- Lutz, FL (10 miles from Wesley Chapel, FL)
- 23 days ago
Banker job family....
Private Client Banker - Providence and Bloomingdale - Riverview, FL
- Riverview, FL (24 miles from Wesley Chapel, FL)
- 27 days ago
- Riverview, FL (24 miles from Wesley Chapel, FL)
- 27 days ago
You have a passion for taking care of our customers and employees and making them feel welcomed and valued by building lasting relationships, doing the right thing, exceeding expectations and...
Merrill Experienced Financial Advisor
- Tampa, FL (19 miles from Wesley Chapel, FL)
- 30+ days ago
- Tampa, FL (19 miles from Wesley Chapel, FL)
- 30+ 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 Wesley Chapel, FL
Moving to Wesley Chapel, FL? Find some basic demographic data about Wesley Chapel, FL below.
Personal Banker Online Courses and Training Opportunities
Salary for Personal Banker Jobs in Wesley Chapel, FL
Required or preferred licenses and certifications for Personal Banker positions.
Highest Education Level
Personal Bankers in Wesley Chapel, 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
- Flexibility
- Military Background
- Client Relationships
- Securities and Exchange Commission
- Asset Allocation
- Compensation and Benefits
- Certified Financial Planner
- Annuities
- Series 65 Licensed
- Retail Banking
- Dodd-Frank
- Account Opening
- Consumer Lending
- Nationwide Mortgage Licensing System & Registry
- Lending
- 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
- Listening
- Customer Relations
- Retail
- High School Diploma
- Business Development
- Written Communication
- Investigation
- Negotiation
- Telephone Skills
- Reporting
- Coaching
- Regulations
- Policy Development
- Sales
- Problem Solving
- Organization
- Customer Service
- Scheduling
- Leadership
- Communication Skills
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