Personal Banker Jobs in Winter Garden, 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.
Financial Advisor - Career Change Opportunity
- Champions Gate, FL (20 miles from Winter Garden, FL)
- 22 hours ago
- Champions Gate, FL (20 miles from Winter Garden, FL)
- 22 hours ago
Job Overview This job posting is anticipated to remain open for 30 days, from 30-Jun-2025. The posting may close early due to the volume of applicants. If you find yourself at a professional...
Personal Banker - South Lake Sumter District (Clermont, Leesburg, Mt Dora, Tavares) FL
- Tavares, FL (17 miles from Winter Garden, FL)
- 1 day ago
- Tavares, FL (17 miles from Winter Garden, 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....
- Champions Gate, FL (20 miles from Winter Garden, FL)
- 1 day ago
- Champions Gate, FL (20 miles from Winter Garden, FL)
- 1 day ago
This job posting is anticipated to remain open for 30 days, from 30-Jun-2025. The posting may close early due to the volume of applicants. Join a financial services firm where your contributions...
Personal Banker Associate I - Tuskawilla, FL
- Winter Springs, FL (20 miles from Winter Garden, FL)
- 1 day ago
- Winter Springs, FL (20 miles from Winter Garden, FL)
- 1 day ago
Banker job family....
Personal Banker (Downtown Orlando) - Orlando, FL
- Orlando, FL (12 miles from Winter Garden, FL)
- 4 days ago
- Orlando, FL (12 miles from Winter Garden, FL)
- 4 days ago
Personal Banker (Downtown Orlando) - Orlando, FL Valley National Bank $17.31 - $28.85 / hr paid time off United States, Florida, Orlando Jun 26, 2025 Back Personal Banker (Downtown Orlando) #25-442...
Bilingual Spanish - Personal Banker
- Orlando, FL (12 miles from Winter Garden, FL)
- 7 days ago
- Orlando, FL (12 miles from Winter Garden, FL)
- 7 days ago
As a Personal Banker within PNC's Retail Bank Organization, you will be based in Orlando, FL 32829. Bilingual Spanish Required....
Bilingual Spanish - Personal Banker
- Orlando, FL (23 miles from Winter Garden, FL)
- 8 days ago
- Orlando, FL (23 miles from Winter Garden, FL)
- 8 days ago
As a Personal Banker within PNC's Retail Bank Organization, you will be based in Orlando, FL 32829. Bilingual Spanish Required....
Float Personal Banker Associate - North Central Florida Region Orlando
- Altamonte Springs, FL (14 miles from Winter Garden, FL)
- 11 days ago
- Altamonte Springs, FL (14 miles from Winter Garden, FL)
- 11 days ago
Banker job family....
Float Personal Banker Associate - Orlando South
- Orlando, FL (12 miles from Winter Garden, FL)
- 11 days ago
- Orlando, FL (12 miles from Winter Garden, FL)
- 11 days ago
Banker job family....
Personal Banker Associate I - Winter Park, FL
- Goldenrod, FL (14 miles from Winter Garden, FL)
- 11 days ago
- Goldenrod, FL (14 miles from Winter Garden, FL)
- 11 days ago
Banker job family....
Personal Banker Associate I - Winter Park, FL
- Winter Park, FL (14 miles from Winter Garden, FL)
- 13 days ago
- Winter Park, FL (14 miles from Winter Garden, FL)
- 13 days ago
Banker job family....
Personal Banker Roving Lake Sumter
- Mount Dora, FL (16 miles from Winter Garden, FL)
- 15 days ago
- Mount Dora, FL (16 miles from Winter Garden, FL)
- 15 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....
- Lake Mary, FL (19 miles from Winter Garden, FL)
- 19 days ago
- Lake Mary, FL (19 miles from Winter Garden, FL)
- 19 days ago
Responsibilities include, but are not limited to: Responsible for providing exceptional customer service in accordance with Valley's mission statement. Ability to engage customers with friendly...
- Winter Park, FL (14 miles from Winter Garden, FL)
- 21 days ago
- Winter Park, FL (14 miles from Winter Garden, FL)
- 21 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....
Client Advisory Center Financial Advisor I
- Orlando, FL (12 miles from Winter Garden, FL)
- 24 days ago
- Orlando, FL (12 miles from Winter Garden, FL)
- 24 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....
Demographic Data for Winter Garden, FL
Moving to Winter Garden, FL? Find some basic demographic data about Winter Garden, FL below.
Personal Banker Online Courses and Training Opportunities
Salary for Personal Banker Jobs in Winter Garden, FL
Required or preferred licenses and certifications for Personal Banker positions.
Highest Education Level
Personal Bankers in Winter Garden, 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
- Negotiation
- Telephone Skills
- Reporting
- Coaching
- Regulations
- Policy Development
- Sales
- Problem Solving
- Organization
- Customer Service
- Scheduling
- Leadership
- Communication Skills
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