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10 Personal Banker Jobs in Boca Raton, FL

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Fifth Third Bank
Boca Raton, FL | Full Time
$95k-126k (estimate)
5 Days Ago
DORT FINANCIAL CREDIT UNION
Boca Raton, FL | Full Time
$69k-91k (estimate)
2 Weeks Ago
DORT FINANCIAL CU
Boca Raton, FL | Full Time
$69k-90k (estimate)
2 Weeks Ago
DORT FINANCIAL CU
Boca Raton, FL | Full Time
$69k-90k (estimate)
2 Weeks Ago
Wells Fargo
BOCA RATON, FL | Full Time
$91k-124k (estimate)
9 Months Ago
Wells Fargo
BOCA RATON, FL | Full Time
$91k-124k (estimate)
3 Months Ago
OneTen
BOCA RATON, FL | Full Time
$73k-104k (estimate)
2 Weeks Ago
OneTen
BOCA RATON, FL | Full Time
$73k-104k (estimate)
1 Month Ago
Wells Fargo
BOCA RATON, FL | Full Time
$73k-104k (estimate)
1 Month Ago
Citi
Boca Raton, FL | Full Time
$94k-124k (estimate)
3 Months Ago
Personal Banker
DORT FINANCIAL CU Boca Raton, FL
$69k-90k (estimate)
Full Time 2 Weeks Ago
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DORT FINANCIAL CU is Hiring a Personal Banker Near Boca Raton, FL

Flagler Credit Union, A Division of Dort Financial Credit Union is looking for team members who will execute our mission: Enrich people's lives: members, employees, communities; to help achieve our vision: To be the leader in our industry by providing quality financial services, developing an empowered and diverse team, and making our communities a better place to live. Dort Financial Credit Union upholds a culture of excellence with opportunities of engagement and advancement for our team members. We abide by our core values of Empowerment, Accountability, Transparency, Collaboration, and Volunteerism each day, and have a strong focus in community involvement.

We offer a competitive benefits package immediately upon hire including medical, dental, and vision insurance; Life/AD&D and Disability Insurance, Supplemental Life insurance for employee/spouse/dependent; HSA and FSA plans; and tuition reimbursement for full-time team members. LegalShield, Pet Benefits, Employee Assistance Program, Telemedicine. We also offer a matching 401 (k) including a safe harbor, a referral bonus program, and paid time off including holidays.

Come join our team. Apply today! 

Purpose of Position: To provide a full range of Credit Union services. Interviews and counsels loan applicants and enrolls new members; describes services offered, answers members questions regarding a variety of services. Assists new/existing members in selection of services; including loans, cash, and (teller) services. Reconciles member problems and accounts. Builds and strengthens member relationships by matching the members’ financial needs to the Credit Union’s products and services at every opportunity. This position requires someone who is very positive and outgoing with good communication skills. The job specifically entails:

  • Financial counseling
  • Educating members on how to better manage their money
  • Pointing out to members what they are currently paying on loans
  • Explaining how the Credit Union can help enhance their credit scores; so the members can not only pay us less but also pay other creditors less
  • Effectively use tools such as members’ loan applications and credit reports

Minimum Formal Education: High School Diploma or GED required, Bachelor’s degree preferred.

Experience: At least one year or more of credit union or financial experience in customer contact preferred.

Other Requirements: Must be bondable. Must possess a working knowledge and experience in Microsoft Office or similar software.

Job Summary

JOB TYPE

Full Time

SALARY

$69k-90k (estimate)

POST DATE

06/09/2024

EXPIRATION DATE

08/27/2024

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The job skills required for Personal Banker include Products and Services, Financial Services, Customer Contact, Credit Reports, Accountability, etc. Having related job skills and expertise will give you an advantage when applying to be a Personal Banker. That makes you unique and can impact how much salary you can get paid. Below are job openings related to skills required by Personal Banker. Select any job title you are interested in and start to search job requirements.

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The following is the career advancement route for Personal Banker positions, which can be used as a reference in future career path planning. As a Personal Banker, it can be promoted into senior positions as a Private Banker III that are expected to handle more key tasks, people in this role will get a higher salary paid than an ordinary Personal Banker. You can explore the career advancement for a Personal Banker below and select your interested title to get hiring information.

DORT FINANCIAL CREDIT UNION
Full Time
$69k-91k (estimate)
2 Weeks Ago

If you are interested in becoming a Personal Banker, you need to understand the job requirements and the detailed related responsibilities. Of course, a good educational background and an applicable major will also help in job hunting. Below are some tips on how to become a Personal Banker for your reference.

Step 1: Understand the job description and responsibilities of an Accountant.

Quotes from people on Personal Banker job description and responsibilities

The personal banker examines a client's assets, suggests additional banking services, and offers solutions when consulted about financial needs.

12/13/2021: Salt Lake City, UT

Customers typically receive help and advice when completing loan applications and may even find that the loan application process can be streamlined with a personal banker's guidance.

12/09/2021: Pocatello, ID

Personal bankers are expected to sell financial products and services to clients or refer them to other departments within the bank.

02/14/2022: Macon, GA

The bank assigns a personal banker goals for selling products such as vacation savings accounts, credit cards, certificates of deposit, loans and paperless banking.

01/16/2022: Nassau, NY

At the end of the day, personal bankers are employees of the banks that they work for and are expected to meet the KPIs set for them.

02/14/2022: Saint Paul, MN

Step 2: Knowing the best tips for becoming an Accountant can help you explore the needs of the position and prepare for the job-related knowledge well ahead of time.

Career tips from people on Personal Banker jobs

Personal bankers should focus on financial analysis and accounting.

12/08/2021: Lima, OH

Small or large, credit unions and banks rely on personal bankers to build and solidify their relationship with people who have accounts and loans with them.

01/03/2022: Appleton, WI

Personal bankers usually must register with National Mortgage Licensing System and Registry, or NMLS.

01/01/2022: Memphis, TN

Provides knowledge of financing, loans, and personal banking.

01/23/2022: Youngstown, OH

A personal banker may refer his clients to other bank experts.

03/04/2022: Fayetteville, NC

Step 3: View the best colleges and universities for Personal Banker.

Florida Southern College
Colby College
Dartmouth College
University of Notre Dame
Western Washington University
Canisius College
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