Personal Banker Jobs in West 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.
- Boynton Beach, FL (13 miles from West Palm Beach, FL)
- 6 hours ago
- Boynton Beach, FL (13 miles from West Palm Beach, FL)
- 6 hours ago
As a Personal Banker within PNC's Retail Banking organization, you will be based in Boynton Beach at our West Boynton Beach Branch. Bilingual Spanish preferred....
Personal Banker - Fort Lauderdale Branch
- Boca Raton, FL (24 miles from West Palm Beach, FL)
- 16 hours ago
- Boca Raton, FL (24 miles from West Palm Beach, FL)
- 16 hours ago
This position will be located in Fort Lauderdale, FL. This position is primarily responsible for providing outstanding customer service to clients with specific or special banking needs. As a...
Personal Banker Plaza at Delray
- Delray Beach, FL (18 miles from West Palm Beach, FL)
- 19 hours ago
- Delray Beach, FL (18 miles from West Palm Beach, FL)
- 19 hours 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 Roving Boynton Lake Worth District
- Lake Worth, FL (6 miles from West Palm Beach, FL)
- 1 day ago
- Lake Worth, FL (6 miles from West Palm Beach, 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....
Private Client Banker - Spanish River - Boca Raton, FL
- Boca Raton, FL (24 miles from West Palm Beach, FL)
- 1 day ago
- Boca Raton, FL (24 miles from West Palm Beach, FL)
- 1 day ago
JobID: 210644446 Category: Private Client Bankers JobSchedule: Full time Posted Date: 2025-07-09T12:45:48+00:00 JobShift: : You have a passion for taking care of our customers and employees and...
- Lake Worth, FL (6 miles from West Palm Beach, FL)
- 3 days ago
- Lake Worth, FL (6 miles from West Palm Beach, FL)
- 3 days ago
As a Personal Banker within PNC's Retail Banking organization, you will be based in Lake Worth, FL at our Lantana and Jog Branch....
- Lake Worth, FL (6 miles from West Palm Beach, FL)
- 3 days ago
- Lake Worth, FL (6 miles from West 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....
Private Client Banker - Polo Club Shoppes - Boca Raton, FL
- Boca Raton, FL (24 miles from West Palm Beach, FL)
- 3 days ago
- Boca Raton, FL (24 miles from West Palm 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...
Personal Banker Palm Beach North
- Palm Beach Gardens, FL (5 miles from West Palm Beach, FL)
- 7 days ago
- Palm Beach Gardens, FL (5 miles from West Palm Beach, FL)
- 7 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....
Financial Advisor & Planner - Brokerage/Premier Accounts
- West Palm Beach, FL
- 7 days ago
- West Palm Beach, FL
- 7 days ago
Our vision for the future is based on the idea that transforming financial lives starts by giving our people the freedom to transform their own. We have a flexible work environment, and fluid...
Financial Advisor - Career Change Opportunity
- Lake Worth, FL (6 miles from West Palm Beach, FL)
- 8 days ago
- Lake Worth, FL (6 miles from West Palm Beach, FL)
- 8 days ago
Job Overview This job posting is anticipated to remain open for 30 days, from 07-Jul-2025. The posting may close early due to the volume of applicants. If you find yourself at a professional...
2026 January Financial Advisor Development Program - West Palm Beach
- Palm Beach, FL (3 miles from West Palm Beach, FL)
- 8 days ago
- Palm Beach, FL (3 miles from West Palm Beach, FL)
- 8 days ago
A background in business administration, wealth management, financial planning, or finance is preferred....
- Lake Worth, FL (6 miles from West Palm Beach, FL)
- 9 days ago
- Lake Worth, FL (6 miles from West Palm Beach, FL)
- 9 days ago
This job posting is anticipated to remain open for 30 days, from 02-Jul-2025. The posting may close early due to the volume of applicants. Join a financial services firm where your contributions...
Personal Banker Associate I (North Palm)
- Palm Beach Gardens, FL (5 miles from West Palm Beach, FL)
- 9 days ago
- Palm Beach Gardens, FL (5 miles from West Palm Beach, FL)
- 9 days ago
Banker job family....
Bilingual Spanish or Haitian Creole Preferred - Mobile Banking Personal Banker
- Boca Raton, FL (24 miles from West Palm Beach, FL)
- 15 days ago
- Boca Raton, FL (24 miles from West Palm Beach, FL)
- 15 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...
Demographic Data for West Palm Beach, FL
Moving to West Palm Beach, FL? Find some basic demographic data about West Palm Beach, FL below.
Personal Banker Online Courses and Training Opportunities
Salary for Personal Banker Jobs in West Palm Beach, FL
Required or preferred licenses and certifications for Personal Banker positions.
Highest Education Level
Personal Bankers in West 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
- Business Planning
- Personal Banker
- 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
- Account Opening
- Consumer Lending
- Nationwide Mortgage Licensing System & Registry
- Lending
- 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
- Listening
- Retail
- Business Development
- High School Diploma
- Customer Relations
- Written Communication
- Negotiation
- Telephone Skills
- Reporting
- Coaching
- Regulations
- Policy Development
- Problem Solving
- Sales
- Organization
- Customer Service
- Scheduling
- Leadership
- Communication Skills
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