Top 8 Banking consultant Jobs in West Palm Beach Fl

Personal Service Advisor-Banker- JUNO BEACH / Palm Beach Gardens
Power Financial Credit Union —Juno Beach, FL
- $19 an hour
- Full-time
- Microsoft Word
- Background check
- Microsoft Excel
- Health savings account
- Health insurance
Quick Apply
Mortgage Consultant- Outbound Team
Newrez —Florida
- $15,080 - $60,000 a year
- Background check
- Microsoft Outlook
- Mid-level
- Paid parental leave
- Health savings account
Quick Apply
Branch Banking Client Consultant II - FLOAT/TRAVEL - Delray Beach FL
Flagstar Bank —Delray Beach, FL
- $17.12 - $26.97 an hour
- Full-time
- Mid-level
- High school diploma or GED
- Mentoring
- Disability insurance
- Health insurance
Branch Banking Client Consultant III - Licensed
Flagstar Bank —Boca Raton, FL
- $19.87 - $31.30 an hour
- Full-time
- 5 years
- Office
- High school diploma or GED
- Disability insurance
- Health insurance
Branch Banking - Client Consultant II
Flagstar Bank —Delray Beach, FL
- $17.12 - $26.97 an hour
- Full-time
- Mid-level
- High school diploma or GED
- Mentoring
- Disability insurance
- Health insurance
14h
Treasury Sales Consultant - Commercial
Truist Bank —West Palm Beach, FL
- Full-time
- 5 years
- English
- Mid-level
- AD&D insurance
- Paid holidays
Mortgage Financing Advisor - (Vero Beach & Port St. Lucie locations) (Pulte Mortgage)
Pulte Mortgage LLC —West Palm Beach, FL
- Full-time
- Bilingual
- Background check
- Mid-level
Director, Sr. Treasury Sales Consultant
BMO Financial Group —Boca Raton, FL
- $91,800 - $171,000 a year
- Full-time
- Finance
- Master's degree
- Databases
- Health insurance
- Tuition reimbursement

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banking consultant jobs near west palm beach fl

Personal Service Advisor-Banker- JUNO BEACH / Palm Beach Gardens

Power Financial Credit Union -
Juno Beach, FL

Quick Apply

Job Details

Full-time
$19 an hour

Benefits

Health savings account
Health insurance
Dental insurance
401(k)
Flexible spending account
Tuition reimbursement
Paid time off
Employee assistance program
Vision insurance
401(k) matching
Life insurance
Referral program

Qualifications

Microsoft Word
Financial sales
Cash amount verification
Financial services customer support
Microsoft Excel
Promoting products
Customer service
Writing skills
Sales referrals
Basic math
Client rapport building
Promoting bank products
High school diploma or GED
Attention to detail
Needs-based selling
Data entry
Relationship building in financial sales
Promoting bank services
Quality data entry
Customer data entry

Full Job Description

Power Financial Credit Union is an award-winning institution! To name just a few, we were voted Top Workplaces by Sun Sentinel, 2017, 2018, 2024 and 2026. We have also been voted Best Credit Union in Miami-Dade by the Miami Herald for the third consecutive year (2023, 2024. 2025). In addition, we were recently voted Best Credit Union /South Florida Favorites by the Sun-Sentinel for 2026! Power Financial was also ranked in the Top 100 Credit Unions in the US by S&P Global for 2023 and 2024! Currently we operate 7 branches in Miami-Dade, Broward and Palm Beach counties. Port St Lucie is our newest branch (Branch #8) set to open in late summer/early fall 2026. Since our start in 1951 we have grown from providing financial services for Florida Power and Light (FPL) employees, to the present day of serving over 30 communities in Southeastern Florida.

Power Financial Credit Union provides a stimulating work environment that is both productive and enjoyable. We invite you to consider joining our winning team!

We are currently searching for a dynamic Full-Time Personal Service Advisor to join our Credit Union family. This position will be working out of our Palm Beach Gardens/Juno Beach Branch location but may assist at times with other branches as needed. This position is responsible for an array of universal duties associated with both the Teller Line and the Platform. This will include accurately processing member account requests and transactions, day-to-day branch operations duties, ability to learn and promote PFCU products and services and adhering to all BSA Compliance rules and regulations. Responsible for accurately and efficiently processing transactions, balancing daily and maintaining cash within approved limits. Explains, promotes, refers, and sells PFCU products and services. This position will serve as the first line of defense in preventing fraud and mitigating risk and will communicate effectively with all PFCU partners to ensure "One Team, One Goal" is always top of mind.

IN THIS POSITION YOU WILL:

Provide superior member service by following PFCU member experience standards all while complying with BSA and Compliance regulations, procedures, branch security, Teller Balancing guidelines and all other PFCU policies and procedures. Ensure cash drawer, checks received, and transfers are in balance on a daily basis.
Handle a myriad of Platform duties to include: 1) effectively explain, promote, refer, and sell respective PFCU products and services; 2) open and maintain a variety of accounts, products, and/or services for member after consulting on their individual needs; 3) refers members to appropriate business lines to ensure member needs are met; 4) handle basic loan requests for members; 5) ensure new and existing deposit and loan accounts meet quality control standards; 6) perform the activities required to meet production targets and 7) assist members with Safe Deposit requests as needed.
Demonstrate problem solving skills and the ability to handle complex and multiple priorities. Maintain a high level of personal integrity through a friendly and professional demeanor in addition to complying with the Code of Ethics & Conduct. Ensure Net Promoter Score/NPS meets PFCU standards.
While working on the Teller line, look for opportunities to build rapport with members. Listen for cues that will connect a promotion or financial solution to an expressed need. Look at the member’s account profile for additional referral opportunities. Encourage members to meet with a Personal Service Advisor and other business partners. Follow up with members as needed.
Handle other teller functions, such as: 1) ensure requests of all Negotiable Items (Money Orders, Cashier’s Checks, Visa Gift Cards, etc.,) are processed and recorded accurately and 2) process the Night Drop, Mail and Automated Teller Machine (ATM) deposits using dual control.
Perform all other duties as assigned.

TO BE CONSIDERED YOU WILL NEED:

High School graduate or GED equivalent required.
Minimum of one year customer service experience, preferably in a financial setting or retail setting.
Two year college degree preferred.
Math Ability: Must be able to perform basic mathematical calculations and balance cash with assistance of a calculator.
Ability to perform accurate cash transactions.
Ability to drive sales conversation with members.
MS Office applications: Word and Excel, Basic to Intermediate.
Demonstrated ability to improve our members’ financial well-being via timely and relevant referrals.
Must have strong attention to detail to include solid data entry with limited errors.
Must possess the ability to remain calm, patient, objective, and professional when presented with difficult situations.
Must be able to work in a time sensitive environment and communicate decisions to all stakeholders.
Must have ability to communicate both orally and in writing effectively and maintain effective working relationships.
Must have the ability to meet attendance standards and adhere to work schedule.
Ability to build rapport with members and recommend personalized banking financial solutions.
Ability to drive sales conversation with members.

Schedule: Full time during branch hours of operation: Monday, Tuesday, Wednesday, Thursday 9:00 a.m. - 4:30 p.m. and Friday 9:00am - 6:00pm

Note: (40 hours per week average, Mon. - Fri).

Equal Opportunity Employer (EOE)/ Veterans/Disabled/ Drug-Free Workplace

Job Type: Full-time

Pay: $19.00 per hour

Benefits:

401(k)
401(k) matching
Dental insurance
Employee assistance program
Flexible spending account
Health insurance
Health savings account
Life insurance
Paid time off
Referral program
Tuition reimbursement
Vision insurance

Application Question(s):

Do you have at least one year customer service experience, preferably in a financial setting or retail setting?

Education:

High school or equivalent (Required)

Work Location: In person

Quick Apply

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banking consultant jobs in west palm beach fl

Personal Service Advisor-Banker- JUNO BEACH / Palm Beach Gardens

Mortgage Consultant- Outbound Team

Branch Banking Client Consultant II - FLOAT/TRAVEL - Delray Beach FL

Branch Banking Client Consultant III - Licensed

Branch Banking - Client Consultant II

Treasury Sales Consultant - Commercial

Mortgage Financing Advisor - (Vero Beach & Port St. Lucie locations) (Pulte Mortgage)

Director, Sr. Treasury Sales Consultant

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