Personal Banker Jobs in Lake Park, 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 I Associate (Boynton Beach, Delray area)
- Delray Beach, FL (23 miles from Lake Park, FL)
- 1 day ago
- Delray Beach, FL (23 miles from Lake Park, FL)
- 1 day ago
Banker job family....
Personal Banker Associate (The Acreage area)
- Westlake, FL (22 miles from Lake Park, FL)
- 1 day ago
- Westlake, FL (22 miles from Lake Park, FL)
- 1 day ago
Banker job family....
Personal Banker II Associate DeNovo (Westlake)
- Westlake, FL (22 miles from Lake Park, FL)
- 1 day ago
- Westlake, FL (22 miles from Lake Park, FL)
- 1 day ago
Banker job family....
- Boynton Beach, FL (19 miles from Lake Park, FL)
- 2 days ago
- Boynton Beach, FL (19 miles from Lake Park, FL)
- 2 days ago
As a Personal Banker you will strengthen customer relationships with a defined sales process....
Personal Banker Associate I (Jupiter)
- Jupiter, FL (9 miles from Lake Park, FL)
- 2 days ago
- Jupiter, FL (9 miles from Lake Park, FL)
- 2 days ago
Banker job family....
Personal Banker I Associate (Lake worth)
- Lake Worth, FL (12 miles from Lake Park, FL)
- 2 days ago
- Lake Worth, FL (12 miles from Lake Park, FL)
- 2 days ago
Banker job family....
Financial Advisor - West Palm Beach
- West Palm Beach, FL (5 miles from Lake Park, FL)
- 3 days ago
- West Palm Beach, FL (5 miles from Lake Park, FL)
- 3 days ago
Meaningful work. Rewarding career. Make an impact providing expert financial advice with heart. Thrivent is a different kind of financial services firm, one that puts generosity at the center of...
- Boynton Beach, FL (19 miles from Lake Park, FL)
- 3 days ago
- Boynton Beach, FL (19 miles from Lake Park, FL)
- 3 days ago
As a Personal Banker you will strengthen customer relationships with a defined sales process....
- West Palm Beach, FL (5 miles from Lake Park, FL)
- 4 days ago
- West Palm Beach, FL (5 miles from Lake Park, FL)
- 4 days ago
2-3 years of related experience > Knowledge of federal regulation, banking guidelines, banking operations, products and services, acquired through related work experience is preferred. > Strong...
- Palm Beach, FL (8 miles from Lake Park, FL)
- 6 days ago
- Palm Beach, FL (8 miles from Lake Park, FL)
- 6 days ago
Personal Banker Job Description Job Title: Personal Banker Location: 11301 US-1, North Palm Beach, FL 33408 Duration: 3 months Assignment (Potential Contract to Hire - based on work performance, need...
Contractors Role: In the Personal Banker role, you will interact with clients in person, via telephone and email, responding to inquiries and providing information as requested....
Personal Banker - Boynton Beach - Lake Worth Area
- Lantana, FL (15 miles from Lake Park, FL)
- 6 days ago
- Lantana, FL (15 miles from Lake Park, FL)
- 6 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....
Your Role: As a vital member of our team as a Personal Banker (a.k.a Member Service Representative), you'll provide a wide range of Credit Union services, beginning with building and strengthening member...
Personal Banker - Delray Beach, FL
- Delray Beach, FL (23 miles from Lake Park, FL)
- 9 days ago
- Delray Beach, FL (23 miles from Lake Park, FL)
- 9 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....
- West Palm Beach, FL (5 miles from Lake Park, FL)
- 10 days ago
- West Palm Beach, FL (5 miles from Lake Park, 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....
Demographic Data for Lake Park, FL
Moving to Lake Park, FL? Find some basic demographic data about Lake Park, FL below.
Personal Banker Online Courses and Training Opportunities
Salary for Personal Banker Jobs in Lake Park, FL
Required or preferred licenses and certifications for Personal Banker positions.
Highest Education Level
Personal Bankers in Lake Park, 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
- Account Opening
- Consumer Lending
- Lending
- Nationwide Mortgage Licensing System & Registry
- Commercial Banking
- BSA
- Private Banking
- Cross Selling
- Mortgage Processing
- Wealth Management
- Financial Services
- Investment Banking
- Investment Management
- Fraud Investigation
- Financial Planning
- Cash Handling
- Notary Public
- Referrals
- Customer Satisfaction
- Relationship Management
- Risk Management
- Inbound/Outbound Calling
- Business Development
- Listening
- Customer Relations
- High School Diploma
- Retail
- Telephone Skills
- Written Communication
- Coaching
- Employee Development
- Reporting
- Sales
- Regulations
- Policy Development
- Problem Solving
- Organization
- Customer Service
- Scheduling
- Leadership
- Communication Skills
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