Personal Banker Jobs in Windermere, 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-Colonial Plaza Orlando, FL
- Orlando, FL (11 miles from Windermere, FL)
- 3 hours ago
- Orlando, FL (11 miles from Windermere, FL)
- 3 hours 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....
- Winter Park, FL (14 miles from Windermere, FL)
- 2 days ago
- Winter Park, FL (14 miles from Windermere, FL)
- 2 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-Goldenrod Winter Park, FL
- Winter Park, FL (14 miles from Windermere, FL)
- 2 days ago
- Winter Park, FL (14 miles from Windermere, 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....
Bilingual Spanish - Personal Banker
- Orlando, FL (11 miles from Windermere, FL)
- 2 days ago
- Orlando, FL (11 miles from Windermere, FL)
- 2 days ago
As a Personal Banker within PNC's Retail Bank Organization, you will be based in Orlando, FL 32803. Bilingual Spanish Required....
Personal Banker-Longwood Lakes Longwood, FL
- Longwood, FL (20 miles from Windermere, FL)
- 5 days ago
- Longwood, FL (20 miles from Windermere, FL)
- 5 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....
Client Advisory Center Financial Advisor I
- Orlando, FL (11 miles from Windermere, FL)
- 5 days ago
- Orlando, FL (11 miles from Windermere, FL)
- 5 days ago
Work on small groups (pods) of Financial Advisors focused on partnership with Premier Bankers, Preferred Advisors, and Retail Banking leadership to facilitate training and referrals into the team....
- Orlando, FL (11 miles from Windermere, FL)
- 6 days ago
- Orlando, FL (11 miles from Windermere, FL)
- 6 days ago
management services to help Floridians realize their dreams....
- Orlando, FL (11 miles from Windermere, FL)
- 6 days ago
- Orlando, FL (11 miles from Windermere, FL)
- 6 days ago
Required Experience: Bachelor's degree with 7+ years' experience in the wealth management industry as either a Financial Advisor, Private Banker, or Relationship Manager with proven track record of...
- Lake Mary, FL (22 miles from Windermere, FL)
- 6 days ago
- Lake Mary, FL (22 miles from Windermere, FL)
- 6 days ago
This position will work closely with all sales, service and operations partners to serve as the focal point for existing big and elite advisor plan clients and their financial advisors....
- Winter Park, FL (14 miles from Windermere, FL)
- 6 days ago
- Winter Park, FL (14 miles from Windermere, FL)
- 6 days ago
, comprehensive wealth management, and investment services through over 500 advisors and over 100,000 clients nationwide....
Personal Banker (Travel) - Windermere, Winter Park, Lake Mary, Apopka, Longwood and Lake Nona
- Apopka, FL (12 miles from Windermere, FL)
- 7 days ago
- Apopka, FL (12 miles from Windermere, FL)
- 7 days ago
management and merchant services Knowledge of consumer lending...
Personal Banker-Springs Altamonte Springs, FL
- Altamonte Springs, FL (17 miles from Windermere, FL)
- 8 days ago
- Altamonte Springs, FL (17 miles from Windermere, 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....
Personal Banker-Northern Polk Highlands District, FL
- Davenport, FL (20 miles from Windermere, FL)
- 13 days ago
- Davenport, FL (20 miles from Windermere, FL)
- 13 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....
- Lake Mary, FL (22 miles from Windermere, FL)
- 15 days ago
- Lake Mary, FL (22 miles from Windermere, FL)
- 15 days ago
Application Link: The ideal candidate will deliver personalized Financial Planning solutions ranging from insurance to investments to help clients work toward their long-term financial goals. They...
Merrill Experienced Financial Advisor
- Orlando, FL (11 miles from Windermere, FL)
- 17 days ago
- Orlando, FL (11 miles from Windermere, FL)
- 17 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 Windermere, FL
Moving to Windermere, FL? Find some basic demographic data about Windermere, FL below.
Personal Banker Online Courses and Training Opportunities
Salary for Personal Banker Jobs in Windermere, FL
Required or preferred licenses and certifications for Personal Banker positions.
Highest Education Level
Personal Bankers in Windermere, 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
- Check Cashing
- 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
- Customer Satisfaction
- Referrals
- Risk Management
- Relationship Management
- Inbound/Outbound Calling
- Customer Relations
- Retail
- High School Diploma
- Business Development
- Negotiation
- Telephone Skills
- Written Communication
- Coaching
- Employee Development
- Regulations
- Reporting
- Policy Development
- Sales
- Problem Solving
- Organization
- Customer Service
- Scheduling
- Leadership
- Communication Skills
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