Personal Banker
Jobtailor
Responsibilities Build lasting customer relationships through proactive, meaningful conversations that support financial well‑being Lead discovery‑driven conversations to understand customer needs and connect them with relevant banking products Drive branch growth by identifying opportunities, promoting solutions, and making appropriate referrals Support everyday banking needs, including new account openings, service requests, and credit applications Perform cash handling and teller line activities, accurately processing transactions Demonstrate comfort using and adopting digital tools and technologies to enhance the customer experience Collaborate with branch teammates to coordinate seamless handoffs to licensed bankers or other specialists Requirements 6+ months of interacting with customers experience, or equivalent Prior experience in financial services or a highly regulated, customer‑facing role Experience building trust‑based customer relationships through active listening, follow‑up, and consistent engagement Comfort initiating outreach (calls, emails, or other channels) Demonstrated comfort with digital tools and technology Ability to identify customer needs and connect them to appropriate solutions Proven ability to collaborate with teammates and partners Hard Skills Cash Handling Transaction Processing New Account Openings Service Requests Credit Applications Soft Skills Proactive Communication Trust Building Engagement #J-18808-Ljbffr
- ...Personal Banker You will be based in Palm Springs, FL 33461 at the Palm Springs Village Branch. Bilingual Spanish required. PNC Employees take pride in our reputation and to continue building upon that we expect our employees to be: Customer Focused - Knowledgeable of...Suggested
- ...culture where all of our employees feel respected, valued and have an opportunity to contribute to the company’s success. As a Personal Banker within PNC's Retail Bank Organization, you will be based in West Palm Beach, FL 33405 at the East Forest Hill Branch. Bilingual...SuggestedFull timeTemporary workWork experience placementWork at officeShift work
- ...Position Overview Personal Banker within PNC's Retail Bank Organization, based in West Palm Beach, FL 33405 at the East Forest Hill Branch. Bilingual Spanish preferred. In‑office position. Job Description Acquires and deepens the branch customer base through proactive...SuggestedFull timeTemporary workPart timeWork experience placementWork at office
- ...culture where all of our employees feel respected, valued and have an opportunity to contribute to the companys success. As a Personal Banker within PNC's Retail Bank Organization, you will be based in West Palm Beach, FL 33405 at the East Forest Hill Branch. Bilingual...SuggestedFull timeTemporary workPart timeWork experience placementWork at officeShift work
- ...culture where all of our employees feel respected, valued and have an opportunity to contribute to the company's success. As a Personal Banker within PNC's Retail Bank Organization, you will be based in West Palm Beach, FL 33405 at the East Forest Hill Branch. Bilingual...SuggestedTemporary workWork experience placementWork at officeShift work
- ...initiatives, activities and programs. Report all significant matters, issues and unusual customer activity to Manager maintaining personal knowledge of compliance and regulatory requirements. Maintains knowledge and compliance with the Bank's Code of Conduct and all policies...
- STUDENT EMPLOYEE – Branch Public Service/Tequesta Branch – ID 35584 Company Overview Palm Beach County is the largest of Florida’s 67 counties. There are 38 municipalities within the County, encompassing a total of 328 square miles, or approximately 16% of the County’s...Work at officeLocal area
$80k - $150k
...Florida Job Summary Key Private Bank (KPB) is dedicated to serving our clients' financial needs through expert advice and personalized banking, borrowing, and investment solutions. The Associate Relationship Manager (ARM) is at the center of this client promise by...Work experience placementWork at officeLocal areaFlexible hoursNight shift- ...Daily Recruits, LLC partners with a boutique private bank in New York to recruit a Senior Private Banker for its West Palm Beach office. The Managing Director – Senior Private Banker will originate, develop, and maintain relationships with high-net-worth and ultra-high...Work at office
- ...bank headquartered in New York City to recruit a Senior Private Banker for its West Palm Beach office. The firm serves ultra‑high‑net... ..., and businesses with bespoke wealth solutions, combining personalized, discreet advice with fast, pragmatic decision‑making. Backed...Work at office
$44.59k
...education levels of students, faculty, staff, and the public Organize and prioritize multiple, competing priorities to maximize personal and team effectiveness Effectively communicate verbally and in writing on a regular basis with internal and external customers,...Temporary workWork experience placementWork at officeLocal areaRemote workNight shift$61k - $119k
...client base by making new connections, maintaining a strong referral network, and providing a great client experience Build personalized, holistic financial plans tailored to every client's unique needs Manage your client's financial plans to help them achieve their...For contractorsWork at office$61k - $119k
...client base by making new connections, maintaining a strong referral network, and providing a great client experience Build personalized, holistic financial plans tailored to every client's unique needs Manage your client's financial plans to help them achieve their...Full timeContract workFor contractorsWork at office- ...guidance. Merrill's Financial Advisors and Wealth Management Client Associates help clients pursue the life they envision through a personal relationship with their advisory team committed to their needs. We believe trust comes from transparency. Our trusted advisory...Work at officeShift workDay shift
$1,000 per month
...collaborate with experts in our business. In fact, you'll find diverse resources across our culture to ensure that you experience personal and professional growth in this program. With interest, eligible students have an opportunity to interview for a full-time Financial...Full timeContract workFor contractorsInternshipLocal areaFlexible hours$1,000 per month
...collaborate with experts in our business. In fact, you'll find diverse resources across our culture to ensure that you experience personal and professional growth in this program. With interest, eligible students have an opportunity to interview for a full-time Financial...Full timeFor contractorsInternshipLocal areaFlexible hours- ...an innovative workplace and a culture that fosters camaraderie, teamwork and work-life balance. By submitting your application, you agree to the collection and use of your personal information as described in our Employee and Applicant Privacy Notice. EOE M/F/D/VWork at office
$150k - $300k
...serving ultra-high-net-worth families with comprehensive, concierge-level financial services. Our mission is to deliver deeply personalized wealth management, estate planning, tax strategy, and investment advisory services through a collaborative and fiduciary-driven...Full timeWork at office- ...experienced advisors and a robust training and financing program for new advisors. Advice-Centric Experience : Deliver holistic, personalized financial guidance with tools that enhance client relationships. Scalable Growth Support : From marketing and practice...Full time
- ...Overview The Business Banker coordinates at a senior level with the sales team to establish, build, and sustain business banking... ...contacts the top 20 loan and deposit clients monthly via phone or in person to maintain relationships and identify cross-selling...Work at officeLocal area
- ...Overview The Commercial Banker plays a crucial role in managing and developing relationships with small to mid-sized businesses generating less than $25 million in gross sales. This position collaborates closely with the sales team to establish, build, and sustain...Work at office
$143k - $286k
...incentives Retirement Benefits Time off and Leave : Paid vacation days, up to 15 days; paid sick days, up to 5 days; paid personal leave, up to 5 days; paid holidays, up to 13 days; birth and adoption leave; parental leave; family and medical leave; bereavement...Temporary workWork at officeLocal area$60k
The Investment Advisor Role has a high earning potential Built in member leads and referrals Guaranteed $60,000 base salary for up to 9 months, then will transition to $49,440 base salary plus uncapped commission Year one earning potential of $100,000 to $150,000 Flagler...Base plus commission$117.5k - $234.5k
...incentives Retirement Benefits Time off and Leave : Paid vacation days, up to 15 days; paid sick days, up to 5 days; paid personal leave, up to 5 days; paid holidays, up to 13 days; birth and adoption leave; parental leave; family and medical leave; bereavement...Contract workTemporary workLocal area$45k - $50k
Description The Financial Aid Advisor works with prospective and current students and their family to assist them in the application process for financial aid programs. Responsibilities may include but are not limited to performing a variety of duties associated with the...Full timeWork at officeRelocationMonday to FridayFlexible hoursShift workAfternoon shift$50k
...engagements). Deeply understand clients’ and prospective clients’ needs, priorities, and concerns to accelerate trust and create personalized, comprehensive strategies to help clients achieve their goals. Oversee branch processes, roles, and responsibilities to ensure a...Work at officeHome officeFlexible hours- Build Your Dream Advisory Practice — Powered by Savvy At Savvy, our mission is to make great financial advice easier to deliver through empowering experienced financial advisors to build the practices they've always dreamed of. We handle the back-office burden, automate...Work at officeRemote work
$165k - $200k
...enabling the communities we support to grow and succeed. We believe it takes all of us to bring our shared ambition to life, and each person is unique in their potential. A career with U.S. Bank gives you a wide, ever-growing range of opportunities to discover what makes...Temporary workWork experience placementWork at officeRemote workFlexible hours3 days per week- Portfolio Manager Date: Jul 18, 2026 Location(s): Juno Beach, FL, US, 33408 Company: NextEra Energy Requisition ID: 95081 NextEra Energy Marketing is one of the nation's leading electricity and natural gas marketers, and a key player in the energy markets...Full timeFor contractorsSeasonal workLocal areaRelocation
- Requisition ID: 95087 Job Overview At PALMS Insurance, a NextEra Energy company, we specialize in offering customized insurance solutions that address the unique needs of our clients. Our commitment to excellence, reliability, and customer satisfaction sets us apart as...Full timeFor contractorsLocal areaRelocation
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