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.
Private Client Relationship Manager Palm Beach, FL
- Palm Beach, FL (3 miles from West Palm Beach, FL)
- 15 hours ago
- Palm Beach, FL (3 miles from West Palm Beach, FL)
- 15 hours 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...
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
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...
- Boca Raton, FL (24 miles from West Palm Beach, FL)
- 5 days ago
- Boca Raton, FL (24 miles from West Palm Beach, FL)
- 5 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 - Royal Palm Beach, FL
- Royal Palm Beach, FL (8 miles from West Palm Beach, FL)
- 6 days ago
- Royal Palm Beach, FL (8 miles from West Palm Beach, 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....
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- Boca Raton, FL (24 miles from West Palm Beach, FL)
- 8 days ago
- Boca Raton, FL (24 miles from West Palm Beach, FL)
- 8 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...
- North Palm Beach, FL (5 miles from West Palm Beach, FL)
- 9 days ago
- North Palm Beach, FL (5 miles from West Palm Beach, FL)
- 9 days ago
In the Personal Banker role, you will interact with clients in person, via telephone and email, responding to inquiries and providing information Responsible for executing and/or submitting various...
Personal Banker Associate I - Saint Andrews Denovo FC
- Boca Raton, FL (24 miles from West Palm Beach, FL)
- 9 days ago
- Boca Raton, FL (24 miles from West Palm Beach, FL)
- 9 days ago
Banker job family....
Personal Banker Associate I - Sanit Andrews Denovo FC
- Boca Raton, FL (24 miles from West Palm Beach, FL)
- 9 days ago
- Boca Raton, FL (24 miles from West Palm Beach, FL)
- 9 days ago
Banker job family....
Personal Banker Bilingual Spanish Palm Beach West District
- West Palm Beach, FL
- 10 days ago
- West Palm Beach, FL
- 10 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....
Qualifications, Education, Certifications and/or Other Professional Credentials Bachelors degree (preferred). 3 - 5 years of banking, wealth management or other relevant equivalent experience....
Associate Personal Banker - Boca Delray District, FL
- Boca Raton, FL (24 miles from West Palm Beach, FL)
- 16 days ago
- Boca Raton, FL (24 miles from West 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 SAFE Act - Okeechobee Branch
- West Palm Beach, FL
- 21 days ago
- West Palm Beach, FL
- 21 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....
- Palm Beach Gardens, FL (8 miles from West Palm Beach, FL)
- 30+ days ago
- Palm Beach Gardens, FL (8 miles from West Palm Beach, FL)
- 30+ days ago
As a Personal Banker, you will strengthen customer relationships with a defined sales process....
Personal Banker II - West Palm Beach Lakes
- West Palm Beach, FL
- 30+ days ago
- West Palm Beach, FL
- 30+ days ago
management and merchant services Knowledge of consumer lending...
Personal Banker (Travel) - Delray, East and West Boca
- Boca Raton, FL (24 miles from West Palm Beach, FL)
- 30+ days ago
- Boca Raton, FL (24 miles from West Palm Beach, FL)
- 30+ days ago
management and merchant services Knowledge of consumer lending...
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
- 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
- BSA
- Account Maintenance
- Commercial Banking
- Private Banking
- Mortgage Processing
- Cross Selling
- Financial Services
- Wealth Management
- Fraud Investigation
- Financial Planning
- Cash Handling
- Notary Public
- Customer Satisfaction
- Referrals
- Risk Management
- Relationship Management
- Inbound/Outbound Calling
- Business Development
- Customer Relations
- High School Diploma
- Listening
- Retail
- Written Communication
- Telephone Skills
- Negotiation
- Employee Development
- Coaching
- Reporting
- Regulations
- Policy Development
- Sales
- Problem Solving
- Organization
- Customer Service
- Scheduling
- Leadership
- Communication Skills
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