Personal Banker Jobs in 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.
Client Relationship Manager - Boca Raton, FL
- Boca Raton, FL (22 miles from Palm Beach, FL)
- 21 hours ago
- Boca Raton, FL (22 miles from Palm Beach, FL)
- 21 hours ago
Your Opportunity At Schwab, you're empowered to make an impact on your career. Here, innovative thought meets creative problem solving, helping us "challenge the status quo" and transform the...
Personal Banker Plaza at Delray
- Delray Beach, FL (15 miles from Palm Beach, FL)
- 1 day ago
- Delray Beach, FL (15 miles from Palm Beach, FL)
- 1 day 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 Associate I (West Palm)
- West Palm Beach, FL (3 miles from Palm Beach, FL)
- 1 day ago
- West Palm Beach, FL (3 miles from Palm Beach, FL)
- 1 day ago
Banker job family....
- Delray Beach, FL (16 miles from Palm Beach, FL)
- 8 days ago
- Delray Beach, FL (16 miles from Palm Beach, FL)
- 8 days ago
As a Personal Banker within PNC's Retail Banking organization, you will be based in Delray Beach, FL at our Atlantic & Military Branch. Bilingual Spanish preferred....
- North Palm Beach, FL (8 miles from Palm Beach, FL)
- 11 days ago
- North Palm Beach, FL (8 miles from Palm Beach, 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 (8 miles from Palm Beach, FL)
- 12 days ago
- Palm Beach Gardens, FL (8 miles from Palm Beach, FL)
- 12 days ago
Banker job family....
Bilingual Spanish Personal Banker Bilingual Spanish Personal Banker
- West Palm Beach, FL (3 miles from Palm Beach, FL)
- 15 days ago
- West Palm Beach, FL (3 miles from Palm Beach, 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 (10 miles from Palm Beach, FL)
- 16 days ago
- Royal Palm Beach, FL (10 miles from Palm Beach, 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 (3 miles from Palm Beach, FL)
- 17 days ago
- West Palm Beach, FL (3 miles from Palm Beach, 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....
- Boca Raton, FL (22 miles from Palm Beach, FL)
- 17 days ago
- Boca Raton, FL (22 miles from Palm Beach, FL)
- 17 days ago
About Wealth Enhancement Wealth Enhancement is an independent wealth management firm with an endless passion for enriching the lives of our clients. We continually seek to perfect our craft of...
- West Palm Beach, FL (3 miles from Palm Beach, FL)
- 19 days ago
- West Palm Beach, FL (3 miles from Palm Beach, FL)
- 19 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 - Linton and Federal Hwy - Delray Beach, FL
- Delray Beach, FL (15 miles from Palm Beach, FL)
- 23 days ago
- Delray Beach, FL (15 miles from Palm Beach, FL)
- 23 days ago
Act This position is subject to the Dodd Frank/Truth in Lending Act qualification requirements for Loan Originators....
Personal Banker Assoicate I (Delray)
- Delray Beach, FL (15 miles from Palm Beach, FL)
- 24 days ago
- Delray Beach, FL (15 miles from Palm Beach, FL)
- 24 days ago
Banker job family....
Financial Advisor - Boca Raton, FL
- Boca Raton, FL (22 miles from Palm Beach, FL)
- 29 days ago
- Boca Raton, FL (22 miles from Palm Beach, FL)
- 29 days ago
Financial Advisor Are you looking to expand your career and to be part of a successful team? Are you driven, self-motivated, and customer focused? If you enjoy working closely with clients,...
2026 January Financial Advisor Development Program - West Palm Beach
- Palm Beach, FL
- 45+ days ago
- Palm Beach, 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...
Demographic Data for Palm Beach, FL
Moving to Palm Beach, FL? Find some basic demographic data about Palm Beach, FL below.
Personal Banker Online Courses and Training Opportunities
Salary for Personal Banker Jobs in Palm Beach, FL
Required or preferred licenses and certifications for Personal Banker positions.
Highest Education Level
Personal Bankers in 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
- Outside Sales
- Personal Banker
- Consultative Sales
- Flexibility
- Military Background
- Client Relationships
- Securities and Exchange Commission
- Compensation and Benefits
- Mutual Funds
- Certified Financial Planner
- Annuities
- Series 65 Licensed
- Retail Banking
- Dodd-Frank
- Consumer Lending
- Lending
- Account Opening
- 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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