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Banker Analyst Jobs in Boca Raton, FL (NOW HIRING)

Valley Bank

Relationship Banker

Boca Raton, FL · On-site

$17.50 - $23/hr

Strong analytical, problem solving, and decision-making skills to effectively uncover and resolve ... FIS/IBS (Integrated Banking Solutions)

Cypress Bank & Trust

Commercial Banker

Palm Beach, FL · On-site

At Cypress Bank amp; Trust, The Cypress Way guides everything we do, from how we serve our clients ... Analyze financial information including balance sheets, income statements, cash flow statements ...

Seacoast Bank

Sr. Commercial Banker

Wellington, FL

The primary focus of a Commercial Banker is to leverage their talents and passion in connecting ... analytics and diagnosis obtained through commercial lending sales and portfolio management. * 2+ ...

Seacoast Bank

Sr. Commercial Banker

Delray Beach, FL · On-site

The primary focus of a Commercial Banker is to leverage their talents and passion in connecting ... analytics and diagnosis obtained through commercial lending sales and portfolio management. * 2+ ...

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All JobsBanker Analyst JobsBanker Analyst Jobs in Boca Raton, FL

Banker Analyst information

See Boca Raton, FL salary details

$34.6K

$92.7K

$216.8K

How much do banker analyst jobs pay per year?

As of Sep 7, 2026, the average yearly pay for banker analyst in Boca Raton, FL is $92,676.00, according to ZipRecruiter salary data. Most workers in this role earn between $52,200.00 and $105,300.00 per year, depending on experience, location, and employer.

What are the typical career progression opportunities for a banker analyst within an investment bank?

As a Banker Analyst, you typically begin your career supporting senior bankers with financial modeling, pitch book preparation, and market research. After gaining experience and demonstrating strong analytical and teamwork skills, you may advance to an Associate position, where you'll take on greater responsibility, manage portions of client relationships, and oversee Analysts. Many investment banks offer structured promotion tracks and mentorship programs to support your growth. Career advancement is often performance-driven, and networking within your team and across the bank can open doors to both vertical and lateral opportunities.

What are the key skills and qualifications needed to thrive as a banker analyst, and why are they important?

To excel as a Banker Analyst, you need strong analytical abilities, quantitative skills, and a background in finance, economics, or a related field, often supported by a relevant degree. Familiarity with financial modeling software, Excel, Bloomberg terminals, and sometimes certifications like CFA or FINRA licenses are common requirements. Excellent communication, attention to detail, and the ability to work well under pressure are essential soft skills. These competencies enable analysts to provide accurate financial insights, support decision-making, and maintain high standards in a demanding financial environment.

What is the difference between Banker Analyst vs Investment Analyst?

AspectBanker AnalystInvestment Analyst
Required CredentialsBachelor's degree in finance, economics, or related field; often CFA or similar certificationsBachelor's degree in finance, economics, or related; CFA preferred
Work EnvironmentBanking institutions, financial services firmsAsset management firms, investment banks, financial advisory firms
Employer & Industry UsagePrimarily in banking and commercial financePrimarily in investment management and securities
Common Search & ComparisonYesYes

Banker Analysts focus on banking operations, credit analysis, and client financial services within banks. Investment Analysts analyze securities, market trends, and investment opportunities. While both roles require finance knowledge and certifications like CFA, Banker Analysts are more involved in banking services, whereas Investment Analysts concentrate on investment portfolios and market analysis.

Do you need a degree to be a banking analyst?

A degree is typically required to become a banking analyst, with a bachelor's degree in finance, economics, or related fields being common. Some employers may prefer candidates with relevant certifications or experience in financial analysis and proficiency with tools like Excel or financial modeling software.

What does a banker analyst do?

A banker analyst evaluates financial data, market trends, and credit information to support banking decisions and investment strategies. They often prepare reports, analyze risk, and use financial modeling tools to advise clients or internal teams. Strong analytical skills and knowledge of financial regulations are essential for this role.

What are popular job titles related to Banker Analyst jobs in Boca Raton, FL?

For Banker Analyst jobs in Boca Raton, FL, the most frequently searched job titles are:

What job categories do people searching Banker Analyst jobs in Boca Raton, FL look for?

The top searched job categories for Banker Analyst jobs in Boca Raton, FL are:

What cities near Boca Raton, FL are hiring for Banker Analyst jobs?

Cities near Boca Raton, FL with the most Banker Analyst job openings:

Banker Analyst jobs near you

Relationship Banker

Valley Bank

Boca Raton, FL • On-site

$17.50 - $23/hr

Full-time

Re-posted 15 days ago

Key responsibilities

  • Grow existing customer relationships and acquire new ones through sales, lead management, and cross-selling.

  • Deliver customer service by engaging with customers, conducting financial needs assessments, and providing full-service support.

  • Open new accounts, discuss and sell loan products, and promote online and mobile banking capabilities.

Valley Bank rating

7.3

Company rating: 7.3 out of 10

Based on 19 frontline employees who took The Breakroom Quiz

112th of 175 rated banks

Job description

Responsibilities include but are not limited to:
  • Focus on growing existing customer relationships and acquiring new ones through consistent sales execution, lead management, and proactive cross selling.
  • Deliver exceptional customer service in alignment with the bank's mission, engaging customers with friendly, professional, and solution oriented service.
  • Maintain strong knowledge of all bank products and services, effectively educating customers and cross-selling to meet their financial needs.
  • Present a confident and professional demeanor to establish trust, access customer needs, and recommend appropriate financial solutions.
  • Meet with customers to conduct financial needs assessments, maximize sales opportunities, and provide full-service support. Open new accounts, including checking, savings, CDs, and IRAs and discuss/sell loan products to existing and prospective customers.
  • Demonstrates and promotes online and mobile banking capabilities.
  • Responsible for meeting customer expectations and achieving service quality standards. Participate/oversee the sales referral process ensuring customer financial needs are met and assist management in coaching and mentoring branch staff.
  • Perform all customers' transactions efficiently while leveraging technology to enhance service. Maintains and balances a cash drawer and utilizes teller scanning equipment, cash recyclers, cash dispensers, and coin machines.
  • Serve as Vault Teller ensuring adequate branch cash levels by managing currency and coin orders, shipments, and distribution to tellers within established limits.
  • Participate in community events and supports CRA initiatives, activities, and programs.
  • Report significant matters, issues, and unusual customer activity to management while maintaining strong knowledge of compliance and regulatory requirements.
  • Adhere to the bank's code of conduct and all policies and procedures.

Required Skills:
  • Excellent verbal and written communication. Ability to write correspondence and appropriately and accurately demonstrate products and services to customers.
  • Excellent interpersonal - customer service skills, attentiveness, information retention, tact and diplomacy in dealing with both customers and employees.
  • Strong analytical, problem solving, and decision-making skills to effectively uncover and resolve complex customer issues.
  • Ability to make sound decisions which include making on-the-spot decisions regarding customer transactions; weighing customer satisfaction issues with the Bank exposure to loss or fraud and the ability to think through and rationalize decisions.
  • Ability to interpret a variety of instructions furnished in written, oral, diagram or scheduled form.
  • Provides deep understanding of Retail Banking and strong Customer Service Skills with the ability to engage customers in conversation regarding products and services.
  • Detail oriented, strong organizational skills, and high degree of accuracy.
  • Ability to manage multiple projects simultaneously.
  • Proficient computer skills.

Required Experience:
  • High School Diploma or GED equivalent; and minimum of one year experience in customer service, retail sales and service position with cash handling, or a similar role.

Preferred Experience:
  • 1 year of business services experience in branch banking and knowledge of branch operations or successful completion of a Valley Retail training program.
  • Associates degree or Bachelors' degree with concentration in accounting, business, finance, economics or a related field.
  • FIS/IBS (Integrated Banking Solutions).

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