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 Jobtailor
$80k - $150k
...Gardens FloridaJob SummaryKey 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...SuggestedFull timeWork at officeLocal areaFlexible hoursNight shift- ...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
- ...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...SuggestedWork experience placementH1bWorldwideFlexible hours
- PNC is seeking a Personal Banker to join the Retail Bank team in West Palm Beach, FL 33405 at the East Forest Hill Branch. The role emphasizes delivering a best-in-class customer experience and driving financial wellbeing for clients. Bilingual Spanish is required, and...SuggestedBank staffWork at office
- PNC is seeking a Personal Banker in West Palm Beach, FL to acquire and deepen the branch customer base through proactive sales and service activities. The role emphasizes customer loyalty and growth of wallet share, with a focus on educating clients about PNC solutions....SuggestedWork at office
- 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...Full timeTemporary workPart timeWork 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 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
- PNC is seeking a Personal Banker for its East Forest Hill Branch in West Palm Beach, FL. This role focuses on acquiring and deepening the branch customer base through proactive sales and delivering an excellent customer experience. The ideal candidate should have 3+ years...
- Fifth Third Bank in West Palm Beach is looking for a Retail Personal Banker I to engage with customers and identify their financial needs through a consultative sales process. You will participate in an onboarding program, eventually focusing on acquiring new households...
- PNC in West Palm Beach, FL is seeking a Personal Banker to deliver financial solutions and outstanding service at the East Forest Hill Branch. You will engage customers, identify needs, and help families and small businesses manage their banking and personal finances. Bilingual...
- ...Expectations:This position is not eligible for Visa sponsorshipSpecific compliance policies may apply regarding outside activities or personal investing; affected employees will be expected to provide information to the Wells Fargo Personal Account Dealing Team and abide...Full timeWork experience placement
- ...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
$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- ...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...Full timeContract workFor 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...For contractorsWork 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
- TD Wealth in North Palm Beach, FL seeks a Financial Advisor to join its three-year program. The FA will provide financial planning guidance, review goals, and recommend investments to meet client objectives. This role focuses on building client relationships, onboarding...
$52k - $64k
...while helping more customers achieve financial freedom. Empower Yourself. What You Will Do The Retirement Consultant delivers personalized consultations detailing solutions best suited to the retirement planning needs of Empower customers. The Consultant utilizes...16 hoursFull timeTemporary workWork experience placementCasual workWork at officeLocal areaRemote workWork from homeWork visaFlexible hours- ...Private Banker We are actively looking for exceptionally talented individuals who are collaborative, confident and motivated to provide a first-class experience to clients within J.P. Morgan's U.S. Private Bank. If you have an entrepreneurial mindset and are looking...Temporary workWork experience placementLocal area
- ...from other markets, businesses and functions to provide you with the opportunity to take your career to the next level. As a Private Banker in the U.S. Private Bank, you are responsible for advising families on building, preserving and managing their wealth. You will use...Temporary workWork experience placementLocal area
- ...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
- ...Citi Private Bank - UHNW Private Banker - Director / MD Private Bankers at Citi develop and deepen client relationships in order... ...adhering to Policy, applying sound ethical judgment regarding personal behavior, conduct and business practices, and escalating, managing...
- Job Type Regular Language Fluency English (Required) Work Shift 1st shift (United States of America) Responsibilities Exercises advanced proficiency with routine client maintenance requests, problem resolution, and advanced sales functions regarding deposit, credit,...Full timePart timeWork at officeShift workNight shiftWeekend workDay shift
- ...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
$52k - $64k
...freedom. Empower Yourself. What You Will Do As a Financial Consultant (Retirement Consultant) you will be part of our growing Empower Personal Wealth sales team, providing support to our customers at key life moments. Our Financial Consultants provide guidance on available...Remote job16 hoursFull timeTemporary workWork experience placementCasual workWork at officeLocal areaWork from homeWork visaFlexible hours$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- TD Wealth seeks a Financial Advisor for a three-year program in North Palm Beach, FL. You will provide financial planning guidance and investment management solutions, serving as the central contact to build client relationships and expand wallet share. The role emphasizes...
$72.28k - $108.16k
Work Location: North Palm Beach, Florida, United States of America Hours: 40 Pay Details: $72,280 - $108,160 USD TD is committed to providing fair and equitable compensation opportunities to all colleagues. Growth opportunities and skill development are defining features...Local areaFlexible hours
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