Personal Banker Jobs in Jupiter, 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.
Personal Banker Associate I (West Palm)
- West Palm Beach, FL (15 miles from Jupiter, FL)
- 1 day ago
- West Palm Beach, FL (15 miles from Jupiter, FL)
- 1 day ago
Banker job family....
- North Palm Beach, FL (9 miles from Jupiter, FL)
- 11 days ago
- North Palm Beach, FL (9 miles from Jupiter, FL)
- 11 days ago
This job posting is anticipated to remain open for 30 days, from 12-Aug-2025. The posting may close early due to the volume of applicants. If youre looking for a challenging and rewarding career,...
Personal Banker Assoicate I (PGA, Coconut Crossing, West Palm)
- Palm Beach Gardens, FL (9 miles from Jupiter, FL)
- 12 days ago
- Palm Beach Gardens, FL (9 miles from Jupiter, FL)
- 12 days ago
Banker job family....
Bilingual Spanish Personal Banker Bilingual Spanish Personal Banker
- West Palm Beach, FL (15 miles from Jupiter, FL)
- 15 days ago
- West Palm Beach, FL (15 miles from Jupiter, FL)
- 15 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...
Personal Banker West Palm Beach (West Side)
- Royal Palm Beach, FL (16 miles from Jupiter, FL)
- 16 days ago
- Royal Palm Beach, FL (16 miles from Jupiter, FL)
- 16 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 (East Side)
- West Palm Beach, FL (15 miles from Jupiter, FL)
- 17 days ago
- West Palm Beach, FL (15 miles from Jupiter, FL)
- 17 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....
- West Palm Beach, FL (15 miles from Jupiter, FL)
- 18 days ago
- West Palm Beach, FL (15 miles from Jupiter, FL)
- 18 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....
2026 January Financial Advisor Development Program - West Palm Beach
- Palm Beach, FL (18 miles from Jupiter, FL)
- 45+ days ago
- Palm Beach, FL (18 miles from Jupiter, FL)
- 45+ days ago
Your role Interested in working in financial services, specifically as a financial advisor serving clients, but not sure where to start? Do you want to work for a firm with a truly global...
Personal Banker Associate I (North Palm)
- Palm Beach Gardens, FL (9 miles from Jupiter, FL)
- 45+ days ago
- Palm Beach Gardens, FL (9 miles from Jupiter, FL)
- 45+ days ago
Banker job family....
Banker job family....
Personal Banker Associate I - Town Commons DeNovo(Greenacres)
- Lake Worth, FL (22 miles from Jupiter, FL)
- 60+ days ago
- Lake Worth, FL (22 miles from Jupiter, FL)
- 60+ days ago
Banker job family....
Personal Banker Associate I (Lakeworth)
- Lake Worth, FL (22 miles from Jupiter, FL)
- 60+ days ago
- Lake Worth, FL (22 miles from Jupiter, FL)
- 60+ days ago
Banker job family....
JPMorgan Private Client Relationship Manager - Palm Beach, FL
- Palm Beach, FL (18 miles from Jupiter, FL)
- 60+ days ago
- Palm Beach, FL (18 miles from Jupiter, FL)
- 60+ days ago
Dodd Frank/Truth in Lending Act This position is subject to the Dodd Frank/Truth in Lending Act qualification requirements for Loan Originators....
Merrill Experienced Financial Advisor
- Palm Beach Gardens, FL (9 miles from Jupiter, FL)
- 60+ days ago
- Palm Beach Gardens, FL (9 miles from Jupiter, FL)
- 60+ days ago
Job Description: Merrill Wealth Management is a leading provider of comprehensive wealth management and investment products and services for individuals, companies, and institutions. Merrill...
Private Client Relationship Manager Palm Beach, FL
- Palm Beach, FL (18 miles from Jupiter, FL)
- 90+ days ago
- Palm Beach, FL (18 miles from Jupiter, FL)
- 90+ days ago
Dodd Frank/Truth in Lending Act This position is subject to the Dodd Frank/Truth in Lending Act qualification requirements for Loan Originators....
Demographic Data for Jupiter, FL
Moving to Jupiter, FL? Find some basic demographic data about Jupiter, FL below.
Personal Banker Online Courses and Training Opportunities
Salary for Personal Banker Jobs in Jupiter, FL
Required or preferred licenses and certifications for Personal Banker positions.
Highest Education Level
Personal Bankers in Jupiter, 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
- Consultative Sales
- Flexibility
- Military Background
- Client Relationships
- Securities and Exchange Commission
- Compensation and Benefits
- Mutual Funds
- Certified Financial Planner
- Series 65 Licensed
- Retail Banking
- Dodd-Frank
- Consumer Lending
- Account Opening
- Lending
- 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
- Business Development
- Retail
- 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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