Personal Banker Jobs in Boca Raton, 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.
Associate Personal Banker (Safe) - Wilton Manors, FL
- Wilton Manors, FL (14 miles from Boca Raton, FL)
- 1 day ago
- Wilton Manors, FL (14 miles from Boca Raton, 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....
Roving Personal Banker Broward Northeast District
- Wilton Manors, FL (14 miles from Boca Raton, FL)
- 1 day ago
- Wilton Manors, FL (14 miles from Boca Raton, FL)
- 1 day 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....
- Delray Beach, FL (6 miles from Boca Raton, FL)
- 3 days ago
- Delray Beach, FL (6 miles from Boca Raton, FL)
- 3 days ago
As a Personal Banker within PNC's Retail Banking organization, you will be based in Delray Beach, FL at our East Linton Branch. Bilingual Spanish or Creole Preferred....
Personal Banker Personal Banker
- Hollywood, FL (23 miles from Boca Raton, FL)
- 6 days ago
- Hollywood, FL (23 miles from Boca Raton, FL)
- 6 days ago
Personal Banker PNC Financial Services Group 3.6 ( ) Hollywood, FL Why you should apply for a job to PNC Financial Services Group : Ranked as one of the 4.1/5 in supportive management 73% say women...
Bilingual Spanish Personal Banker Bilingual Spanish Personal Banker
- West Palm Beach, FL (24 miles from Boca Raton, FL)
- 6 days ago
- West Palm Beach, FL (24 miles from Boca Raton, FL)
- 6 days ago
Bilingual Spanish Personal Banker PNC Financial Services Group 3.6 ( ) West Palm Beach, FL Why you should apply for a job to PNC Financial Services Group : Ranked as one of the 4.1/5 in supportive management...
- Pompano Beach, FL (8 miles from Boca Raton, FL)
- 6 days ago
- Pompano Beach, FL (8 miles from Boca Raton, FL)
- 6 days ago
Act This position is subject to the Dodd Frank/Truth in Lending Act qualification requirements for Loan Originators....
Private Client Banker - Pompano Citi Centre - Pompano Beach, FL
- Pompano Beach, FL (8 miles from Boca Raton, FL)
- 7 days ago
- Pompano Beach, FL (8 miles from Boca Raton, FL)
- 7 days ago
Act This position is subject to the Dodd Frank/Truth in Lending Act qualification requirements for Loan Originators....
Personal Banker West Palm Beach (East Side)
- West Palm Beach, FL (24 miles from Boca Raton, FL)
- 8 days ago
- West Palm Beach, FL (24 miles from Boca Raton, 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 West Palm Beach (West Side)
- West Palm Beach, FL (24 miles from Boca Raton, FL)
- 8 days ago
- West Palm Beach, FL (24 miles from Boca Raton, 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....
- Plantation, FL (15 miles from Boca Raton, FL)
- 8 days ago
- Plantation, FL (15 miles from Boca Raton, FL)
- 8 days ago
This job posting is anticipated to remain open for 30 days, from 06-Aug-2025. The posting may close early due to the volume of applicants. If youre looking for a challenging and rewarding career,...
About Wealth Enhancement Wealth Enhancement is an independent wealth management firm with an endless passion for enriching the lives of our clients. We continually seek to perfect our craft of...
- West Palm Beach, FL (24 miles from Boca Raton, FL)
- 10 days ago
- West Palm Beach, FL (24 miles from Boca Raton, FL)
- 10 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....
- Margate, FL (10 miles from Boca Raton, FL)
- 12 days ago
- Margate, FL (10 miles from Boca Raton, FL)
- 12 days ago
Job Summary Entry-level banking role to build proficiency in transactional, and service functions. Operates as a multi-functional team member with the ability to process transactions, provide...
Private Client Banker - Linton and Federal Hwy - Delray Beach, FL
- Delray Beach, FL (6 miles from Boca Raton, FL)
- 15 days ago
- Delray Beach, FL (6 miles from Boca Raton, FL)
- 15 days ago
Act This position is subject to the Dodd Frank/Truth in Lending Act qualification requirements for Loan Originators....
Personal Banker Associate I - Sanit Andrews Denovo FC
- Boca Raton, FL
- 15 days ago
- Boca Raton, FL
- 15 days ago
Banker job family....
Demographic Data for Boca Raton, FL
Moving to Boca Raton, FL? Find some basic demographic data about Boca Raton, FL below.
Personal Banker Online Courses and Training Opportunities
Salary for Personal Banker Jobs in Boca Raton, FL
Required or preferred licenses and certifications for Personal Banker positions.
Highest Education Level
Personal Bankers in Boca Raton, FL offer the following education backgroundQualifications / Skill Sets
The following top skills are often required or desired to land a Personal Banker position
- Outside Sales
- Business Planning
- Personal Banker
- Flexibility
- Military Background
- Client Relationships
- Securities and Exchange Commission
- Asset Allocation
- Compensation and Benefits
- Mutual Funds
- Certified Financial Planner
- Series 65 Licensed
- Retail Banking
- Dodd-Frank
- Consumer Lending
- Lending
- Account Opening
- Nationwide Mortgage Licensing System & Registry
- 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
- Closing
- Inbound/Outbound Calling
- Relationship Management
- Retail
- Business Development
- Math
- High School Diploma
- Customer Relations
- Written Communication
- Coaching
- Telephone Skills
- Reporting
- Interpersonal Skills
- Policy Development
- Regulations
- Problem Solving
- Sales
- Organization
- Customer Service
- Scheduling
- Leadership
- Communication Skills
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