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.
As a Personal Banker within PNC's Retail Banking organization, you will be based in West Palm Beach, FL at our Century Corners Branch. Greole speaking preferred....
- North Palm Beach, FL (5 miles from West Palm Beach, FL)
- 2 days ago
- North Palm Beach, FL (5 miles from West Palm Beach, FL)
- 2 days ago
Apply for this great position as a personal banker today!...
- Delray Beach, FL (18 miles from West Palm Beach, FL)
- 3 days ago
- Delray Beach, FL (18 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....
Associate Personal Banker - Plaza at Delray, FL
- Delray Beach, FL (18 miles from West Palm Beach, FL)
- 3 days ago
- Delray Beach, FL (18 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....
Personal Banker Associate I (Lakeworth)
- Lake Worth, FL (6 miles from West Palm Beach, FL)
- 5 days ago
- Lake Worth, FL (6 miles from West Palm Beach, FL)
- 5 days ago
Banker job family....
Personal Banker Associate I (Westlake)
- Westlake, FL (22 miles from West Palm Beach, FL)
- 5 days ago
- Westlake, FL (22 miles from West Palm Beach, FL)
- 5 days ago
Banker job family....
JPMorgan Private Client Relationship Manager - Palm Beach, FL
- Palm Beach, FL (3 miles from West Palm Beach, FL)
- 11 days ago
- Palm Beach, FL (3 miles from West Palm Beach, FL)
- 11 days ago
Are you passionate about building and maintaining high-net-worth client relationships across banking, lending, and investments? This is a unique opportunity to manage and maintain relationships...
Merrill Experienced Financial Advisor
- Palm Beach Gardens, FL (5 miles from West Palm Beach, FL)
- 14 days ago
- Palm Beach Gardens, FL (5 miles from West Palm Beach, FL)
- 14 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....
Senior Financial Advisor & Planner - Wealth Management/Personal Strategy
- West Palm Beach, FL
- 15 days ago
- West Palm Beach, FL
- 15 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 Analyst, Engagement Financial Advisor
- Boca Raton, FL (24 miles from West Palm Beach, FL)
- 18 days ago
- Boca Raton, FL (24 miles from West Palm Beach, FL)
- 18 days ago
Position Summary Deloitte's Engagement Financial Advisor (EFA) team is comprised of professionals specializing in Deloitte engagement economics & financial metrics, account operations and risk...
Personal Banker SAFE Act- West Boca Branch
- Boca Raton, FL (24 miles from West Palm Beach, FL)
- 19 days ago
- Boca Raton, FL (24 miles from West Palm Beach, FL)
- 19 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....
US E EA - Consultant, Engagement Financial Advisor - Financial Planning & Analysis - EFA
- Boca Raton, FL (24 miles from West Palm Beach, FL)
- 20 days ago
- Boca Raton, FL (24 miles from West Palm Beach, FL)
- 20 days ago
Deloittes Engagement Financial Advisor (EFA) team is comprised of professionals specializing in Deloitte engagement economics & financial metrics, account operations and risk management. As a...
Personal Banker II or Sr - West Boca Raton
- Boca Raton, FL (24 miles from West Palm Beach, FL)
- 22 days ago
- Boca Raton, FL (24 miles from West Palm Beach, FL)
- 22 days ago
management and merchant services Knowledge of consumer lending...
About Cyndx: We gauge our own success by the success of our customers. Our full-service Customer Success Team is dedicated to ensuring our customers receive the maximum value from Cyndx. If your...
management business development techniques Strong understanding and experience interacting with retail and small business banking clients Consultative sales experience required Demonstrated ability...
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
- Asset Allocation
- Compensation and Benefits
- Certified Financial Planner
- Annuities
- Series 65 Licensed
- Retail Banking
- Dodd-Frank
- Account Opening
- Consumer Lending
- Nationwide Mortgage Licensing System & Registry
- Lending
- BSA
- Account Maintenance
- Cross Selling
- Mortgage Processing
- Financial Services
- Wealth Management
- Investment Management
- Fraud Investigation
- Financial Planning
- Cash Handling
- Notary Public
- Customer Satisfaction
- Referrals
- Risk Management
- Relationship Management
- Inbound/Outbound Calling
- Customer Relations
- Retail
- High School Diploma
- Business Development
- Negotiation
- Written Communication
- Telephone Skills
- Coaching
- Employee Development
- Regulations
- Reporting
- Policy Development
- Sales
- Problem Solving
- Organization
- Customer Service
- Scheduling
- Leadership
- Communication Skills
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