Personal Banker Jobs in Tequesta, 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.
Inside Sales and Client Service Consultant
- West Palm Beach, FL (18 miles from Tequesta, FL)
- 7 hours ago
- West Palm Beach, FL (18 miles from Tequesta, FL)
- 7 hours ago
Salary Not Available Position range in Miami-Fort Lauderdale-West Palm Beach, FL Metropolitan Statistical Area $30k - $60k Per Year Inside Sales and Client Service Consultant Good Greek Moving &...
- Port Saint Lucie, FL (24 miles from Tequesta, FL)
- 13 hours ago
- Port Saint Lucie, FL (24 miles from Tequesta, FL)
- 13 hours ago
As a Personal Banker within PNC's Retail Bank Organization, you will be based in Port St Lucie, FL 34983. Bilingual Spanish Preferred....
Roving Personal Banker - Treasure Coast District
- Port Saint Lucie, FL (24 miles from Tequesta, FL)
- 1 day ago
- Port Saint Lucie, FL (24 miles from Tequesta, FL)
- 1 day ago
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....
- Stuart, FL (17 miles from Tequesta, FL)
- 3 days ago
- Stuart, FL (17 miles from Tequesta, FL)
- 3 days ago
As a Personal Banker within PNC's [Retail Bank Organization, you will be based in Stuart, FL 34994. Bilingual Spanish Preferred....
Personal Banker Bilingual Spanish- Salerno Village
- Stuart, FL (17 miles from Tequesta, FL)
- 4 days ago
- Stuart, FL (17 miles from Tequesta, 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....
2026 January Financial Advisor Development Program - West Palm Beach
- Palm Beach, FL (21 miles from Tequesta, FL)
- 16 days ago
- Palm Beach, FL (21 miles from Tequesta, FL)
- 16 days ago
A background in business administration, wealth management, financial planning, or finance is preferred....
Personal Banker Associate I (North Palm)
- Palm Beach Gardens, FL (12 miles from Tequesta, FL)
- 17 days ago
- Palm Beach Gardens, FL (12 miles from Tequesta, FL)
- 17 days ago
Banker job family....
Personal Banker Associate I (Jupiter)
- Jupiter, FL (3 miles from Tequesta, FL)
- 30+ days ago
- Jupiter, FL (3 miles from Tequesta, FL)
- 30+ days ago
Banker job family....
Private Client Banker - Worth Ave and S County Rd - Palm Beach, FL
- Palm Beach, FL (21 miles from Tequesta, FL)
- 30+ days ago
- Palm Beach, FL (21 miles from Tequesta, FL)
- 30+ days ago
Act This position is subject to the Dodd Frank/Truth in Lending Act qualification requirements for Loan Originators....
Personal Banker Associate I (Okeechobee)
- West Palm Beach, FL (18 miles from Tequesta, FL)
- 30+ days ago
- West Palm Beach, FL (18 miles from Tequesta, FL)
- 30+ days ago
Banker job family....
Bilingual Creole Personal Banker
- West Palm Beach, FL (18 miles from Tequesta, FL)
- 30+ days ago
- West Palm Beach, FL (18 miles from Tequesta, FL)
- 30+ days ago
As a Personal Banker within PNC's Retail Banking organization, you will be based in West Palm Beach, FL at our Century Corners Branch. Bilingual Creole required. Bilingual Spanish preferred....
Personal Banker Associate I (Northlake, North Palm, PGA)
- Palm Beach Gardens, FL (12 miles from Tequesta, FL)
- 30+ days ago
- Palm Beach Gardens, FL (12 miles from Tequesta, FL)
- 30+ days ago
Banker job family....
Bilingual Spanish Personal Banker
- West Palm Beach, FL (18 miles from Tequesta, FL)
- 30+ days ago
- West Palm Beach, FL (18 miles from Tequesta, FL)
- 30+ days ago
As a Personal Banker within PNC's Retail Banking organization, you will be based in West Palm Beach, FL at the 45th Street Branch. Bilingual Spanish Required....
Bilingual Creole Personal Banker
- West Palm Beach, FL (17 miles from Tequesta, FL)
- 30+ days ago
- West Palm Beach, FL (17 miles from Tequesta, FL)
- 30+ days ago
As a Personal Banker within PNC's Retail Banking organization, you will be based in West Palm Beach, FL at our Century Corners Branch. Bilingual Creole required. Bilingual Spanish preferred....
Bilingual Spanish Personal Banker
- West Palm Beach, FL (15 miles from Tequesta, FL)
- 30+ days ago
- West Palm Beach, FL (15 miles from Tequesta, FL)
- 30+ days ago
As a Personal Banker within PNC's Retail Banking organization, you will be based in West Palm Beach, FL at the 45th Street Branch. Bilingual Spanish Required....
Demographic Data for Tequesta, FL
Moving to Tequesta, FL? Find some basic demographic data about Tequesta, FL below.
Personal Banker Online Courses and Training Opportunities
Salary for Personal Banker Jobs in Tequesta, FL
Required or preferred licenses and certifications for Personal Banker positions.
Highest Education Level
Personal Bankers in Tequesta, 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
- Consultative Sales
- Flexibility
- Military Background
- Client Relationships
- Securities and Exchange Commission
- Asset Allocation
- Compensation and Benefits
- Mutual Funds
- Certified Financial Planner
- Series 65 Licensed
- Retail Banking
- Dodd-Frank
- Lending
- Account Opening
- Consumer Lending
- Nationwide Mortgage Licensing System & Registry
- Commercial Banking
- 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
- Closing
- Retail
- Listening
- Business Development
- Math
- Customer Relations
- High School Diploma
- Written Communication
- Telephone Skills
- Reporting
- Policy Development
- Coaching
- Regulations
- Problem Solving
- Sales
- Organization
- Customer Service
- Scheduling
- Leadership
- Communication Skills
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