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 Banker - Pompano Citi Centre - Pompano Beach, FL
- Deerfield Beach, FL (10 miles from Delray Beach, FL)
- 1 day ago
- Deerfield Beach, FL (10 miles from Delray Beach, FL)
- 1 day ago
You have a passion for taking care of our customers and employees and making them feel welcomed and valued by building lasting relationships, doing the right thing, exceeding expectations and...
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....
Private Client Banker - Pompano Citi Centre - Pompano Beach, FL
- Pompano Beach, FL (15 miles from Delray Beach, FL)
- 3 days ago
- Pompano Beach, FL (15 miles from Delray Beach, FL)
- 3 days ago
You have a passion for taking care of our customers and employees and making them feel welcomed and valued by building lasting relationships, doing the right thing, exceeding expectations and...
Financial Advisor - West Palm Beach
- West Palm Beach, FL (18 miles from Delray Beach, FL)
- 4 days ago
- West Palm Beach, FL (18 miles from Delray Beach, FL)
- 4 days ago
management business development techniques Strong understanding and experience interacting with retail and small business banking clients Consultative sales experience required Demonstrated ability...
- Wellington, FL (19 miles from Delray Beach, FL)
- 4 days ago
- Wellington, FL (19 miles from Delray Beach, FL)
- 4 days ago
As a Personal Banker within PNC's Retail Banking organization, you will be based in Wellington, FL at the Wellington Country Plaza Branch. Bilingual Spanish preferred....
Bilingual Spanish or Haitian Creole Preferred - Mobile Banking Personal Banker
- Boca Raton, FL (6 miles from Delray Beach, FL)
- 5 days ago
- Boca Raton, FL (6 miles from Delray Beach, FL)
- 5 days ago
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 customers. We...
- Boca Raton, FL (6 miles from Delray Beach, FL)
- 5 days ago
- Boca Raton, FL (6 miles from Delray Beach, FL)
- 5 days ago
Additional steps will also entail an opportunity to engage with Wealth Management Teams/Offices to support full-time....
Associate Personal Banker (SAFE) - Welleby Plaza - Sunrise, FL
- 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....
Bilingual Spanish or Haitian Creole Preferred - Mobile Banking Personal Banker
- Boca Raton, FL (5 miles from Delray Beach, FL)
- 6 days ago
- Boca Raton, FL (5 miles from Delray Beach, FL)
- 6 days ago
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 customers. We...
Personal Banker Associate 1 (North Palm)
- Palm Beach Gardens, FL (24 miles from Delray Beach, FL)
- 8 days ago
- Palm Beach Gardens, FL (24 miles from Delray Beach, FL)
- 8 days ago
Banker job family....
Personal Banker -FT Lauderdale
- Fort Lauderdale, FL (23 miles from Delray Beach, FL)
- 12 days ago
- Fort Lauderdale, FL (23 miles from Delray Beach, FL)
- 12 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....
Private Client Banker - Delray Marketplace - Delray Beach, FL
- Delray Beach, FL
- 12 days ago
- Delray Beach, FL
- 12 days ago
You have a passion for taking care of our customers and employees and making them feel welcomed and valued by building lasting relationships, doing the right thing, exceeding expectations and...
Personal Banker - Deerfield Beach
- Deerfield Beach, FL (10 miles from Delray Beach, FL)
- 14 days ago
- Deerfield Beach, FL (10 miles from Delray Beach, FL)
- 14 days ago
PERSONAL BANKER Essential Functions: Ensure the branch production goals are met....
Personal Banker Associate I - Town Commons DeNovo(Greenacres)
- Lake Worth, FL (11 miles from Delray Beach, FL)
- 14 days ago
- Lake Worth, FL (11 miles from Delray Beach, FL)
- 14 days ago
Banker job family....
- Boca Raton, FL (6 miles from Delray Beach, FL)
- 16 days ago
- Boca Raton, FL (6 miles from Delray Beach, FL)
- 16 days ago
As a Personal Banker within PNC's Retail Banking organization, you will be based in Boca Raton, FL at our Glades- Lyons Branch. Bilingual Spanish Preferred....
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
- 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
- Customer Relations
- Retail
- High School Diploma
- Business Development
- Written Communication
- Negotiation
- Telephone Skills
- Reporting
- Coaching
- Regulations
- Policy Development
- Sales
- Problem Solving
- Organization
- Customer Service
- Scheduling
- Leadership
- Communication Skills
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