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Certified Personal Banker Jobs in Florida

Personal Banker Jobs
By PNC Financial Services Group At , Port Saint Lucie, 34952

Job Profile Position Overview At PNC, our people are our greatest differentiator and competitive advantage in the markets we serve. We are all united in delivering the best experience for our ...

Personal Banker Jobs
By PNC Financial Services Group At , Fort Myers, 33908

Job Profile Position Overview At PNC, our people are our greatest differentiator and competitive advantage in the markets we serve. We are all united in delivering the best experience for our ...

Personal Banker Boca Del Mar Branch
By Wells Fargo At Boca Raton, FL, United States
Receive direction from managers and exercise judgement within defined policies and procedures
Ongoing employment is contingent upon meeting all such requirements, including acceptable background investigation results
Customer service focus with experience handling complex transactions across multiple systems
Experience proactively engaging with customers through outreach via phone or email
Ability to help customers succeed financially by offering introductions to additional team members as appropriate
Experience working with others on a team to meet customer needs
Personal Banker Jobs
By Valley Bank At Tampa, FL, United States
Report all significant matters, issues and unusual customer activity to Manager maintaining personal knowledge of compliance and regulatory requirements.
Maintains knowledge and compliance with the Bank's Code of Conduct and all policies and procedures.
Responsible for providing exceptional customer service in accordance with Valley's mission statement. Ability to engage customers with friendly and professional service.
Assists in community events (i.e., Habitat for Humanity) etc. Participates in and supports CRA initiatives, activities and programs.
Personal Banker / Universal Branch Advisor
By Achieva Credit Union At , Fort Myers, 33966, Fl
Earn Super Power skillsets, like Trainer, Certified Financial Counseling, advanced IRA Processing, etc.
1-2 years financial institution, retail environment, or customer service experience
Knowledge and practical use of MS Office Suite.
Dominates in service by providing prompt, friendly, and accurate service to everyone!
Fosters collaboration and efficiently communicates with other branches and support departments.
Maintains member confidentiality at all times.
Personal Banker Associate Ii - Tampa East (Gandy Blvd) - Full Time
By Fifth Third Bank At Tampa, FL, United States
College degree or work experience providing transferrable skills or combination of education and experience.
Minimum Knowledge, Skills And Abilities Required
Maintain an in-depth knowledge of Retail consumer and small business products/services and recommend appropriate solutions using our value proposition.
Consistently meet/exceed customer experience and individual/team production goals and enhance year-over-year revenue growth as measured by the Financial Center P&L.
Participate in the opening/closing process of the Financial Center or Bank Mart as directed by the Financial Center Manager.
Experience in the financial industry preferred.

Are you looking for a rewarding career in banking? Become a Certified Personal Banker and join our team! Our Certified Personal Bankers provide personalized banking services to our customers, helping them to manage their finances and reach their financial goals. With competitive pay and benefits, you'll have the opportunity to make a difference in the lives of our customers. Apply today and start your journey to success!

Overview A Certified Personal Banker is a financial professional who provides personalized banking services to customers. They are responsible for helping customers manage their finances, providing advice on investments, and helping them make informed decisions about their financial future. Detailed Job Description A Certified Personal Banker is responsible for providing personalized banking services to customers. They must be knowledgeable about banking products and services, and be able to explain them to customers in a clear and concise manner. They must be able to assess customer needs and provide appropriate solutions. They must also be able to identify potential sales opportunities and cross-sell products and services. Job Skills Required
• Knowledge of banking products and services
• Excellent customer service skills
• Strong communication and interpersonal skills
• Ability to assess customer needs and provide appropriate solutions
• Ability to identify potential sales opportunities
• Ability to cross-sell products and services
• Knowledge of financial regulations and compliance
• Proficiency in computer applications
Job Qualifications
• Bachelor’s degree in finance, business, or a related field
• Previous experience in banking or financial services
• Certification in personal banking or financial services
• Knowledge of banking regulations and compliance
Job Knowledge
• Knowledge of banking products and services
• Knowledge of financial regulations and compliance
• Knowledge of banking regulations and compliance
• Knowledge of financial markets and investments
Job Experience
• Previous experience in banking or financial services
• Previous experience in customer service
• Previous experience in sales
Job Responsibilities
• Provide personalized banking services to customers
• Assess customer needs and provide appropriate solutions
• Identify potential sales opportunities and cross-sell products and services
• Explain banking products and services to customers
• Monitor customer accounts and transactions
• Ensure compliance with banking regulations and policies
• Maintain customer records and update customer information
• Assist customers with financial planning and investments