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.
- Oakland Park, FL (15 miles from Boca Raton, FL)
- 1 day ago
- Oakland Park, FL (15 miles from Boca Raton, FL)
- 1 day ago
As a Personal Banker within PNC's Retail Banking organization, you will be based in Oakland Park, FL. Bilingual Spanish preferred....
Personal Banker West Broward Boulevard
- Plantation, FL (15 miles from Boca Raton, FL)
- 2 days ago
- Plantation, FL (15 miles from Boca Raton, 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....
Personal Banker II or Sr - Rio Vista
- Fort Lauderdale, FL (16 miles from Boca Raton, FL)
- 2 days ago
- Fort Lauderdale, FL (16 miles from Boca Raton, FL)
- 2 days ago
Job Summary Serves as the front-line point of contact for retail branch customers executing activities required to meet sales and service needs of customers and branch goals and objectives....
Associate Personal Banker - Boca Delray District, FL
- Boca Raton, FL
- 2 days ago
- Boca Raton, 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....
Financial Advisor - Weston, FL
- Weston, FL (24 miles from Boca Raton, FL)
- 2 days ago
- Weston, FL (24 miles from Boca Raton, FL)
- 2 days ago
management business development techniques, products, services and overall industry....
Personal Banker Baywind Commons
- West Palm Beach, FL (24 miles from Boca Raton, FL)
- 2 days ago
- West Palm Beach, FL (24 miles from Boca Raton, 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....
- Ft Lauderdale, FL (16 miles from Boca Raton, FL)
- 3 days ago
- Ft Lauderdale, FL (16 miles from Boca Raton, FL)
- 3 days ago
Work with an experienced advisor to build a personal book of business and help shape clients' financial future, by developing an ongoing financial planning relationship focused on accomplishing...
- Boynton Beach, FL (11 miles from Boca Raton, FL)
- 3 days ago
- Boynton Beach, FL (11 miles from Boca Raton, FL)
- 3 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 Boynton Beach Woolbright
- Boynton Beach, FL (11 miles from Boca Raton, FL)
- 3 days ago
- Boynton Beach, FL (11 miles from Boca Raton, FL)
- 3 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....
- Sunrise, FL (16 miles from Boca Raton, FL)
- 5 days ago
- Sunrise, FL (16 miles from Boca Raton, 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....
Personal Banker-Bilingual Spanish Speaker Preferred-Westview Plaza-Coral Springs, FL
- Coral Springs, FL (12 miles from Boca Raton, FL)
- 6 days ago
- Coral Springs, FL (12 miles from Boca Raton, FL)
- 6 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....
- Weston, FL (24 miles from Boca Raton, FL)
- 6 days ago
- Weston, FL (24 miles from Boca Raton, FL)
- 6 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-Deerfield Beach Branch - Deerfield Beach, FL
- Deerfield Beach, FL (3 miles from Boca Raton, FL)
- 6 days ago
- Deerfield Beach, FL (3 miles from Boca Raton, FL)
- 6 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-Executive Airport, Ft. Lauderdale, FL
- Ft Lauderdale, FL (16 miles from Boca Raton, FL)
- 7 days ago
- Ft Lauderdale, FL (16 miles from Boca Raton, FL)
- 7 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....
- Davie, FL (19 miles from Boca Raton, FL)
- 7 days ago
- Davie, FL (19 miles from Boca Raton, FL)
- 7 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....
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
- Personal Banker
- Flexibility
- Military Background
- Client Relationships
- Securities and Exchange Commission
- Asset Allocation
- Compensation and Benefits
- Mutual Funds
- Certified Financial Planner
- Annuities
- Series 65 Licensed
- Retail Banking
- Dodd-Frank
- Mortgage Lending
- Account Opening
- Consumer Lending
- Nationwide Mortgage Licensing System & Registry
- Lending
- BSA
- Account Maintenance
- Commercial Banking
- Private Banking
- Cross Selling
- Mortgage Processing
- Wealth Management
- Financial Services
- Fraud Investigation
- Financial Planning
- Cash Handling
- Complaint Resolution
- Notary Public
- Customer Satisfaction
- Referrals
- Risk Management
- Relationship Management
- Inbound/Outbound Calling
- Business Development
- Listening
- Customer Relations
- High School Diploma
- Retail
- Written Communication
- Negotiation
- Telephone Skills
- Coaching
- Reporting
- Regulations
- Policy Development
- Sales
- Problem Solving
- Organization
- Customer Service
- Scheduling
- Leadership
- Communication Skills
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