Personal Banking Advisor
Valley National Bancorp
Valley National Bank is seeking a customer-focused professional to deliver outstanding service and guidance on our financial products. You will engage customers, educate them on bank offerings, and identify opportunities to meet their financial needs. Responsibilities include analyzing customer needs, opening accounts, and discussing loans while upholding compliance and community involvement. Strong cash handling and tech skills will support daily transactions and service excellence. #J-18808-Ljbffr
- ...Financial Advisor A Financial Advisor should demonstrate commitment to delivering distinctive... ...service to clients and prospects, in person and over the telephone. Respond to client... .... Solicit new personal and business banking relationships. Proactively solicit new business...PersonalWork at office
$48k - $100k
...advice and guidance. Merrill's Financial Advisors and Wealth Management Client Associates... ...pursue the life they envision through a personal relationship with their advisory team committed... ...insights of Merrill coupled with the banking convenience of Bank of America. At...PersonalWork at officeShift workDay shift- ...Wells Fargo in Miami, FL is seeking an Associate Personal Banker to join our National Branch. You will build relationships with customers by supporting everyday banking needs through in-branch interactions, scheduled conversations, and proactive outreach. You will learn...Personal
- ...Wells Fargo in Miami, FL is seeking an Associate Personal Banker to join our National Branch. You will build relationships with customers by supporting everyday banking needs through in-branch interactions, scheduled conversations, and proactive outreach. You will learn...Personal
- ## Bilingual Spanish - Personal BankerApplylocations: FL - South Miami (33143)time type: Full timeposted on: Posted Todayjob requisition... ...the company’s success. As a Personal Banker within PNC's Retail Bank Organization, you will be based in South Miami, FL 33143 at the...PersonalFull timeTemporary workPart timeWork experience placementWork at office
$142.6k - $261.5k
...institutions to dynamic new entrants across Banking and Capital Markets, Wealth and Asset... ...billing. Our ambition is to be the C-suite advisor for insurance technology-enabled... ...client‑serving roles to work together in person 60% of the time over the course of an engagement...PersonalWork experience placementSummer holidayFlexible hours- ...customers with friendly and professional service. Knowledge of all Bank products and services and ability to educate and demonstrate... ...matters, issues and unusual customer activity to Manager maintaining personal knowledge of compliance and regulatory requirements. Maintains...Personal
- ...Associate Personal Banker (SAFE) Wells Fargo is seeking an Associate Personal Banker (SAFE) to join our National Branch. In this frontline... ...will build relationships with customers by supporting everyday banking needs through in-branch interactions, scheduled conversations,...PersonalWork experience placementFlexible hours
- At Valley Bank, we believe in people's growth potential. We invest in it. We protect it. We focus it. For nearly 100 years, we've been... ...our associates as well. As a Banking Service Professional, the Personal Banker will provide effective support of sales and service...PersonalWork at office
- ...function Qualifications: 2-4 years of experience in investment banking, corporate finance, private equity, asset management, or... ...We believe in supporting our employees both professionally and personally. Our comprehensive benefits package includes: Health Insurance...PersonalRemote workRelocation
- ...materials for various stakeholders (C-Suite, Board, IC, investors, advisors, etc.). Cross-Functional Collaboration Partner closely with... ...maintain strong relationships with external partners, including banks, lenders, financial advisors, and strategic counterparties, to...Temporary workWork at office
- ...strategic decisions that shape the company's capital structure. You will work closely with senior leadership and regularly engage with banks, investors, and capital partners, contributing directly to outcomes as part of a small, fast‑moving team. Some of the key...Temporary workWork at office
- ...BCG Attorney Search is looking for a Corporate Trust Finance Associate to join their Finance & Banking Practice Group in Miami, FL. In this role, you will represent trustees and collateral agents in structured finance transactions while providing essential legal advice...
- ...Regions Bank in Cutler Bay, Florida, is hiring a Relationship Banker I to deliver an exceptional customer experience on the cash line and by phone. You will process transactions, build lasting relationships, and guide customers to Regions’ solutions. This role welcomes...
- ...SUMMARY The Relationship Banker is a trusted advisor who engages clients in meaningful,... ...growth by actively promoting and selling the bank’s products and services. This role... ...relationships through excellent service, personalized advice, and proactive sales while supporting...Temporary workWork at officeMonday to Friday
$112.5k - $190k
## Private Bank International - Banker / Sr Banker - Brazil Coverage - MiamiBewerbenlocations: Miamitime type: Vollzeitposted on: Heute... ...business partners. The Banker also partners with the Investment Advisor to capture a greater share of client wallet, working the exact...Hourly payFull timeContract workLocal areaShift work- ...portfolio of high-net-worth clients by offering personalized financial solutions aligned with their... ...(investment managers, tax and legal advisors, etc.) to deliver holistic solutions.... ...field. 7–10+ years of experience in private banking or wealth management. Strong experience...
$150k - $200k
...AGA-2607-251 SENIOR PRIVATE BANKER MIAMI The bank is looking for a top-performing Private Banker with a strong track record in offshore Latin American Private Banking , capable of attracting new assets and developing long-term relationships with high-net-worth and ultra...Relocation- ...MCR International seeks a Senior Private Banker in Miami with a strong track record in offshore Latin American private banking, capable of attracting new assets and developing long-term relationships with high-net-worth and ultra-high-net-worth clients. The role covers...
- ...The ideal candidate will have a strong track record in private banking, with experience in business development and relationship management... ...in the Latin American market. Business Introducer, Wealth Advisor, Client Advisor, or similar background in wealth management. Fluent...
- ...Our client is a European bank with a presence in 11 countries that offers specialized services in the management of large fortunes. They are looking for an experienced Private Banker. Location: Miami, Florida, United States Responsibilities Develop and maintain relationships...
- ...About The Role As a Corporate Banking Relationship Manager, you’ll serve as the primary advisor for a portfolio of high-value clients. You’ll lead relationship strategy, drive new business development, and deliver tailored financial solutions that support your clients’...Work at office
- ...and culture with the utmost hospitality, delivering the latest banking solutions and cutting-edge financial technology combined with friendly... ...client experience. ~ Excellent communication skills, both in person and over the phone, with proven ability to tailor features and...PersonalImmediate startAfternoon shift
- ...FinTrust Connect has partnered with a well-capitalized regional banking institution to identify top talent for a Group Portfolio Manager opportunity. This role is ideal for an experienced commercial banking professional with a strong credit foundation who excels in middle...
$200k
...market clients and deliver quality Private Bank client relationships (solutions and... ...Serve as the client’s advocate and trusted advisor (primary contact) for strategic advice on... ...characteristic protected by law. If you are a person with a disability and need a reasonable...Full time- ...Citi in Miami, FL is seeking an entry-level Personal Banker to support sales, products, and service activities in coordination with customer service. The role focuses on building loyalty with individual consumers and increasing sales while delivering exceptional client...PersonalFull time
$50.6k - $70.6k
...Citigroup Inc. is seeking a Personal Banker SAFE Act in Miami, Florida. This entry-level position involves assisting in sales and customer service activities to enhance client loyalty and increase sales to individual consumers. Key responsibilities include managing business...Personal$50.6k - $70.6k
...Citigroup Inc. is seeking a Personal Banker SAFE Act in Miami, Florida. This entry-level position involves assisting in sales and customer service activities to enhance client loyalty and increase sales to individual consumers. Key responsibilities include managing business...Personal- Dade County Federal Credit Union is hiring a Financial Services Representative I to deliver quality member service and cross-sell products meeting financial needs. This role may require travel across the branch network within a 15-mile radius, with possible coverage at...Personal
- ...advice and guidance. Merrill's Financial Advisors and Wealth Management Client Associates... ...pursue the life they envision through a personal relationship with their advisory team committed... ...insights of Merrill coupled with the banking convenience of Bank of America. Merrill...PersonalWork at office
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