Personal Banker Jobs in North Palm 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.
Personal Banker Bilingual Wellington
- Wellington, FL (10 miles from North Palm Beach, FL)
- 3 days ago
- Wellington, FL (10 miles from North Palm 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 (5 miles from North Palm Beach, FL)
- 3 days ago
- West Palm Beach, FL (5 miles from North Palm 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....
Associate Personal Banker - Boca Delray District, FL
- Delray Beach, FL (23 miles from North Palm Beach, FL)
- 4 days ago
- Delray Beach, FL (23 miles from North Palm 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....
- Boynton Beach, FL (19 miles from North Palm Beach, FL)
- 4 days ago
- Boynton Beach, FL (19 miles from North Palm 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 (19 miles from North Palm Beach, FL)
- 4 days ago
- Boynton Beach, FL (19 miles from North Palm 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 SAFE Act - Okeechobee Branch
- West Palm Beach, FL (5 miles from North Palm Beach, FL)
- 7 days ago
- West Palm Beach, FL (5 miles from North Palm Beach, FL)
- 7 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....
Responsibilities include, but are not limited to: Responsible for providing exceptional customer service in accordance with Valley's mission statement. Ability to engage customers with friendly...
- West Palm Beach, FL (5 miles from North Palm Beach, FL)
- 10 days ago
- West Palm Beach, FL (5 miles from North Palm Beach, 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....
As a Personal Banker, you will strengthen customer relationships with a defined sales process....
- Palm Beach Gardens, FL (2 miles from North Palm Beach, FL)
- 16 days ago
- Palm Beach Gardens, FL (2 miles from North Palm Beach, FL)
- 16 days ago
As a Personal Banker, you will strengthen customer relationships with a defined sales process....
Personal Banker II - West Palm Beach Lakes
- West Palm Beach, FL (5 miles from North Palm Beach, FL)
- 17 days ago
- West Palm Beach, FL (5 miles from North Palm Beach, FL)
- 17 days ago
management and merchant services Knowledge of consumer lending...
- Palm Beach, FL (8 miles from North Palm Beach, FL)
- 18 days ago
- Palm Beach, FL (8 miles from North Palm Beach, 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....
Private Client Relationship Manager - Palm Beach, FL
- Jupiter, FL (9 miles from North Palm Beach, FL)
- 29 days ago
- Jupiter, FL (9 miles from North Palm Beach, FL)
- 29 days ago
JobID: 210547517 Category: Relationship Manager JobSchedule: Full time Posted Date: 2025-02-11T21:03:34+00:00 JobShift: : Are you passionate about building and maintaining high-net-worth client...
Personal Banker Associate (The Acreage area)
- Westlake, FL (22 miles from North Palm Beach, FL)
- 30+ days ago
- Westlake, FL (22 miles from North Palm Beach, FL)
- 30+ days ago
Banker job family....
Personal Banker - SAFE Act - Palm Beach Lakes (De Novo)
- West Palm Beach, FL (5 miles from North Palm Beach, FL)
- 45+ days ago
- West Palm Beach, FL (5 miles from North Palm Beach, FL)
- 45+ days ago
De Novo Personal Banker - B10 Job Description: The De Novo Personal Banker SAFE Act is responsible for proactively acquiring, expanding and retaining relationships, growing their book of business and...
Demographic Data for North Palm Beach, FL
Moving to North Palm Beach, FL? Find some basic demographic data about North Palm Beach, FL below.
Personal Banker Online Courses and Training Opportunities
Salary for Personal Banker Jobs in North Palm Beach, FL
Required or preferred licenses and certifications for Personal Banker positions.
Highest Education Level
Personal Bankers in North Palm 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
- 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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