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
- ...Discover a career in banking at Fifth Third Bank. General Function: Selected candidates are intended to become a Retail Personal Banker I after completing a 4-8 week on-boarding and education program that includes rotations in operations and Sales & Service. There...SuggestedWork experience placementWork at office
- ...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 Banking organization, you will be based in West Palm Beach, FL at our Datura Branch. Job Description...SuggestedFull timeTemporary workPart timeWork experience placementWork at office
- ...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...Suggested
- ...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
- ## Personal BankerApplylocations: FL - West Palm Beach (33405)time type: Full timeposted on: Posted Todayjob requisition id: R228698# *... ...opportunity to contribute to the company’s success. As a Personal Banker within PNC's Retail Bank Organization, you will be based in...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...Full timeTemporary workWork experience placementWork at officeShift work
- ...Schedule: Monday-Friday 8:15AM - 5PM SUMMARY The Relationship Banker is a trusted advisor who engages clients in meaningful, consultative... ...deepening client relationships through excellent service, personalized advice, and proactive sales while supporting the banking...Temporary workWork at officeMonday to Friday
$80k - $150k
...Gardens 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...Work experience placementWork at officeLocal areaFlexible hoursNight shift- ...Roving Associate Personal Banker (SAFE) At Wells Fargo, we're more than a financial services leader we're a global trailblazer committed to driving innovation, empowering communities, and helping our customers succeed. We believe that a meaningful career is much more...Work experience placementFlexible hours
- ...Job Title Responsible for providing an industry leading client service experience both in person and on the phone through the development and expansion of new and existing client relationships. Provides financial solutions that meet client needs based on consultative...Full timePart timeWork at officeNight shiftWeekend work
- ...as well as provides assistance with banking audits as directed by the Team Leader / Manager. Serves as a mentor to fellow Personal Bankers, offering guidance, encouragement and direction as needed. Is called upon to share expertise in the deposit area of the bank...Work experience placementH1bWorldwideFlexible hours
- PNC Financial Services Group, Inc. is seeking a Personal Banker based in West Palm Beach, FL. The role focuses on acquiring and deepening the branch customer base, delivering exceptional service, and driving revenue through a defined sales process. Bilingual Spanish preferred...Work at office
- ...Associate Personal Banker (SAFE) Wells Fargo is seeking an Associate Personal Banker (SAFE) to join our National Branch. In this frontline role, you will build relationships with customers by supporting everyday banking needs through in-branch interactions, scheduled...Work experience placementFlexible hours
- ...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
$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$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
$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- Where Ambition Meets InnovationBuild a career that matches all your initiative with an impressive dose of innovation. From cutting-edge resources and a collaborative environment to the freedom to make an impact and more, you’ll find the ingredients you need at LPL Financial...Work at officeWork from home
- Bank Of America Job Opportunity At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. We do this by driving Responsible Growth and delivering for our clients, teammates, communities, and shareholders...Work at officeFlexible hoursShift workWeekend workDay shift
- Job Description This job is responsible for engaging clients in the lobby to educate and assist with conducting transactions through self‑service resources, such as mobile banking, online banking, or ATM. Key responsibilities include accurately and efficiently processing...Shift workWeekend workDay shift
- A boutique investment advisory firm in North Palm Beach seeks a Financial Advisor to serve ultra-high-net-worth clients. The ideal candidate will bring at least $25 million in transferable client assets, delivering comprehensive financial services including investment management...Full time
- A leading financial institution in West Palm Beach is seeking a Private Client Banker to manage relationships with affluent clients. This role focuses on providing tailored financial advice and services, requiring at least one year of banking experience. Responsibilities...
- ...Commercial Banker 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...Work at office
- Third Federal in North Palm Beach, Florida is seeking a Universal Banker. This full-time, onsite role involves managing a teller window, opening accounts, and resolving customer issues, emphasizing meaningful connections over sales quotas. With competitive pay and benefits...Full time
- Northwestern Mutual is offering an internship program for College Financial Representatives in West Palm Beach, Florida. This role provides students with a platform to build a financial planning practice while receiving guidance and mentorship from experts. Interns will...Full timeInternshipFlexible hours
$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- Northwestern Mutual in West Palm Beach is seeking College Financial Representatives for its internship program. This opportunity allows students to build a financial planning practice alongside experienced professionals and gain exposure to exclusive financial products...Full timeInternshipFlexible hours
- Financial Aid Advisor, HCI College, West Palm Beach, Florida, United States About this position 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...Full timeWork at officeRelocationMonday to FridayFlexible hoursShift workAfternoon 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 timeInternshipLocal areaFlexible hours
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