Personal Banker Jobs in Yulee, 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.
- Jacksonville, FL (22 miles from Yulee, FL)
- 2 days ago
- Jacksonville, FL (22 miles from Yulee, FL)
- 2 days ago
As a Personal Banker within PNC's Retail Bank Organization, you will be based in Jacksonville, FL 32205. Bilingual Spanish Preferred....
Financial Advisor & Planner - Brokerage/Premier Accounts
- Jacksonville, FL (22 miles from Yulee, FL)
- 3 days ago
- Jacksonville, FL (22 miles from Yulee, FL)
- 3 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 - Jacksonville Area
- Jacksonville, FL (22 miles from Yulee, FL)
- 3 days ago
- Jacksonville, FL (22 miles from Yulee, FL)
- 3 days ago
Banker job family....
- Jacksonville, FL (23 miles from Yulee, FL)
- 3 days ago
- Jacksonville, FL (23 miles from Yulee, FL)
- 3 days ago
As a Personal Banker within PNC's Retail Bank Organization, you will be based in Jacksonville, FL 32205. Bilingual Spanish Preferred....
Financial Advisor Duval County
- Jacksonville, FL (22 miles from Yulee, FL)
- 8 days ago
- Jacksonville, FL (22 miles from Yulee, FL)
- 8 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...
Personal Financial Representative - FL
- Jacksonville, FL (22 miles from Yulee, FL)
- 29 days ago
- Jacksonville, FL (22 miles from Yulee, FL)
- 29 days ago
Job Description Would you like to own a meaningful financial services practice under the Allstate brand? Scale your existing practice with proven support, flexibility, and access to new customers....
Remote WorkMerrill Experienced Financial Advisor
- Jacksonville, FL (22 miles from Yulee, FL)
- 30+ days ago
- Jacksonville, FL (22 miles from Yulee, 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....
Investment Executive (Financial Advisor) North Florida
- Jacksonville, FL (22 miles from Yulee, FL)
- 45+ days ago
- Jacksonville, FL (22 miles from Yulee, FL)
- 45+ 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:...
- Jacksonville, FL (22 miles from Yulee, FL)
- 60+ days ago
- Jacksonville, FL (22 miles from Yulee, FL)
- 60+ 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....
Financial Advisor - Jacksonville, FL
- Jacksonville, FL (22 miles from Yulee, FL)
- 90+ days ago
- Jacksonville, FL (22 miles from Yulee, FL)
- 90+ days ago
Meaningful work. Rewarding career. Make an impact providing expert financial advice with heart. Thrivent is a different kind of financial services firm, one that puts generosity at the center of...
Demographic Data for Yulee, FL
Moving to Yulee, FL? Find some basic demographic data about Yulee, FL below.
Personal Banker Online Courses and Training Opportunities
Salary for Personal Banker Jobs in Yulee, FL
Required or preferred licenses and certifications for Personal Banker positions.
Highest Education Level
Personal Bankers in Yulee, 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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