Personal Banker Jobs in Delray Beach, 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.
Private Client Relationship Manager
- West Palm Beach, FL (18 miles from Delray Beach, FL)
- 3 hours ago
- West Palm Beach, FL (18 miles from Delray Beach, FL)
- 3 hours ago
Qualifications, Education, Certifications and/or Other Professional Credentials Bachelors degree (preferred). 3 - 5 years of banking, wealth management or other relevant equivalent experience....
Personal Banker Palm Beach North
- Palm Beach, FL (15 miles from Delray Beach, FL)
- 6 hours ago
- Palm Beach, FL (15 miles from Delray Beach, FL)
- 6 hours 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....
- Oakland Park, FL (22 miles from Delray Beach, FL)
- 2 days ago
- Oakland Park, FL (22 miles from Delray Beach, FL)
- 2 days ago
As a Personal Banker within PNC's Retail Banking organization, you will be based in Oakland Park, FL. Bilingual Spanish preferred....
Personal Banker II or Sr - Rio Vista
- Fort Lauderdale, FL (23 miles from Delray Beach, FL)
- 3 days ago
- Fort Lauderdale, FL (23 miles from Delray Beach, FL)
- 3 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 (6 miles from Delray Beach, FL)
- 3 days ago
- Boca Raton, FL (6 miles from Delray Beach, 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 Bilingual Wellington
- Wellington, FL (19 miles from Delray Beach, FL)
- 3 days ago
- Wellington, FL (19 miles from Delray Beach, 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 Baywind Commons
- West Palm Beach, FL (18 miles from Delray Beach, FL)
- 3 days ago
- West Palm Beach, FL (18 miles from Delray Beach, 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....
- Ft Lauderdale, FL (23 miles from Delray Beach, FL)
- 4 days ago
- Ft Lauderdale, FL (23 miles from Delray Beach, FL)
- 4 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 (4 miles from Delray Beach, FL)
- 4 days ago
- Boynton Beach, FL (4 miles from Delray Beach, FL)
- 4 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 (4 miles from Delray Beach, FL)
- 4 days ago
- Boynton Beach, FL (4 miles from Delray Beach, FL)
- 4 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 (23 miles from Delray Beach, FL)
- 6 days ago
- Sunrise, FL (23 miles from Delray Beach, 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-Bilingual Spanish Speaker Preferred-Westview Plaza-Coral Springs, FL
- Coral Springs, FL (16 miles from Delray Beach, FL)
- 7 days ago
- Coral Springs, FL (16 miles from Delray Beach, 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....
Personal Banker-Deerfield Beach Branch - Deerfield Beach, FL
- Deerfield Beach, FL (10 miles from Delray Beach, FL)
- 7 days ago
- Deerfield Beach, FL (10 miles from Delray Beach, 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....
Personal Banker-Executive Airport, Ft. Lauderdale, FL
- Ft Lauderdale, FL (23 miles from Delray Beach, FL)
- 8 days ago
- Ft Lauderdale, FL (23 miles from Delray Beach, 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 SAFE Act - Okeechobee Branch
- West Palm Beach, FL (18 miles from Delray Beach, FL)
- 8 days ago
- West Palm Beach, FL (18 miles from Delray Beach, FL)
- 8 days ago
The Personal Banker SAFE Act is an entry level position responsible for the assistance in the execution of sales, products or service activities in coordination with the customer service team....
Demographic Data for Delray Beach, FL
Moving to Delray Beach, FL? Find some basic demographic data about Delray Beach, FL below.
Personal Banker Online Courses and Training Opportunities
Salary for Personal Banker Jobs in Delray Beach, FL
Required or preferred licenses and certifications for Personal Banker positions.
Highest Education Level
Personal Bankers in Delray Beach, 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
- Consumer Lending
- Nationwide Mortgage Licensing System & Registry
- Lending
- BSA
- Account Maintenance
- Commercial Banking
- Private Banking
- Cross Selling
- Mortgage Processing
- Financial Services
- Wealth Management
- Investment Banking
- 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
- Telephone Skills
- Negotiation
- Coaching
- Reporting
- Regulations
- Policy Development
- Sales
- Problem Solving
- Organization
- Customer Service
- Scheduling
- Leadership
- Communication Skills
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