Personal Banker
Valley National Bank
Responsibilities include, but are not limited to: Responsible for providing exceptional customer service in accordance with Valley's mission statement. Ability to engage customers with friendly and professional service. Knowledge of all Bank products and services and ability to educate and demonstrate customers on such, as well as cross sell various products and services. Ability to present a confident and professional demeanor to establish trust and gain knowledge from the customer. Analyze needs and recommend appropriate products and services. Meets with customers to analyze financial needs and maximize sales opportunities. Offers all bank products and assists with other service needs, opens new accounts, i.e., checking, savings, certificate of deposit and IRAs, discusses/sells loan products to existing and prospective customers and possesses knowledge of on-line banking and mobile banking abilities to promote and demonstrate to customers. Responsible for meeting customer expectations and achieving service quality standards. Participates/oversees the sales referral process ensuring customer financial needs are met and assists management in coaching and mentoring branch staff members. Ability to perform all transactions required by a customer and use appropriate technology to provide services most effectively and efficiently. Maintain and balance a cash box. Ability to utilize technology such as Teller Scanning Equipment, Cash Recycling and Cash Dispensing machines and support customers in the use of Coin Machines. Act as Vault Teller ensuring adequacy of Branch cash for daily transactions by assisting the branch staff in ordering and shipping currency - coin and controlling - distributing cash to Tellers in prescribed limits. Assists in community events (i.e., Habitat for Humanity) etc. Participates in and supports CRA initiatives, activities and programs. Report all significant matters, issues and unusual customer activity to Manager maintaining personal knowledge of compliance and regulatory requirements. Maintains knowledge and compliance with the Bank's Code of Conduct and all policies and procedures. #J-18808-Ljbffr Valley National Bank
- ...initiatives, activities and programs. Report all significant matters, issues and unusual customer activity to Manager maintaining personal knowledge of compliance and regulatory requirements. Maintains knowledge and compliance with the Bank's Code of Conduct and all policies...Suggested
- Summary The Personal Banker is responsible for performing intermediate duties and support related to branch operational activities and financial services by processing all new account-related transactions. Assists customers in their selection of various accounts and...Suggested
- ...About this role: Wells Fargo is seeking an Associate Personal Banker (SAFE) for our National Branch Network as part of the Consumer, Small & Business Banking division. Learn more about the career areas and business divisions at wellsfargojobs.com. In this role, you...SuggestedWork experience placementWork at officeImmediate start
- ...? Discover a career in banking at Fifth Third Bank. General Function Selected candidates are intended to become a Retail Personal Banker I after completing a 4-8 week on-boarding and education program that includes rotations in operations and Sales & Service. There...SuggestedWork experience placementWork at office
- ...Discover a career in banking at Fifth Third Bank. GENERAL FUNCTION: Selected candidates are intended to become a Retail Personal Banker I after completing a 4-8 week on-boarding and education program that includes rotations in operations and Sales & Service. There...SuggestedWork experience placementWork at office
- About the Role As a Banking Service Professional, the Personal Banker will provide effective support of sales and service activities within the banking office, developing new business by educating existing and potential clients and exemplifying Valley's quality service...Work at office
- A regional banking institution in Winter Park seeks a Personal Banker to support branch functions and enhance client services. The ideal candidate will have at least two years of relevant experience and strong skills in customer service, adaptability, and communication....
- Valley Bank is seeking a Banking Service Professional (Personal Banker) in Winter Park, Florida, to support sales and service activities within the banking office. Responsibilities include providing exceptional customer service, opening new accounts, educating customers...Work at office
- ...trust offices in Winter Haven and Naples. We provide trust, investment advisory, personal and commercial banking services to meet all client needs with personalized solutions. Personal Banker - Responsibilities Perform daily branch functions including client services,...Temporary workWork at officeRemote workNight shift
- Job Responsibilities Responsibilities include, but are not limited to: 1. Exceptional Customer Service: Provide friendly and professional service in accordance with Valley's mission statement. 2. Product Knowledge: Understand all bank products and services, educate...
- ...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 Branch organization, you will be based from our DENOVO MARKET AT SOUTHSIDE BRANCH located at: 2811 S Orange...Full timeTemporary workPart timeWork experience placementWork at officeShift work
- ...culture where all of our employees feel respected, valued and have an opportunity to contribute to the company's success. As a Personal Banker (Bilingual: English/Spanish Required) within PNC's Retail Branch organization, you will be based from our VISTA LAKES BRANCH, located...Full timeTemporary workPart timeWork experience placementWork at officeShift work
- ...Companies list of best workplaces “to grow your career” in the U.S. Join us! About this role: Wells Fargo is seeking an Associate Personal Banker (SAFE) to join our National Branch. In this frontline role, you will build relationships with customers by supporting everyday...Work experience placementFlexible hours
- ...About this role: Wells Fargo is seeking an Associate Personal Banker (SAFE) for our National Branch Network as part of the Consumer Banking and Lending division. Learn more about the career areas and business divisions at wellsfargojobs.com. In this role, you will...Work experience placementWork at officeImmediate startHome office
- ...Discover a career in banking at Fifth Third Bank. GENERAL FUNCTION: Selected candidates are intended to become a Retail Personal Banker II after completing a 4-8 week on-boarding and education program that includes rotations in Operations and Sales & Service. There...Work experience placementWork at office
- ...Serves as the retail branch consumer and small business lending banker and subject-matter-expert within a traditional bank branch... ...branch RMM to prepare for sales calls to add value and strengthen personal relationships with customers. Conducts outside calling to small...Work at office
- ...take the next step? Discover a career in banking at Fifth Third Bank. General Function Selected candidates will become a Retail Personal Banker I after completing a 4‑8 week onboarding and education program, including rotations in operations and Sales & Service. The...Work experience placementWork at office
- PNC Financial Services Group, Inc. is looking for a Personal Banker at the DENOVO MARKET AT SOUTHSIDE BRANCH in Orlando, FL. This role involves acquiring and deepening customers' financial relationships through proactive sales and service. Ideal candidates will have an...
- First Citizens Bank in Winter Park is seeking a Business Banker to develop and manage relationships with business owners to help meet their financial goals. This role involves achieving individual and team financial targets while engaging with customers through strategic...
- ...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 Orlando, FL at the Waterford Lakes Branch. PNC will not provide...Full timeTemporary workWork experience placement
- ...step? Discover a career in banking at Fifth Third Bank. General Function Selected candidates are intended to become a Retail Personal Banker I after completing a 4‑8 week on‑boarding and education program that includes rotations in operations and Sales & Service. The...Work experience placementWork at office
- ...About this role: Wells Fargo is seeking a Private Mortgage Banker (SAFE) in Consumer Lending as part of Home Lending. Learn more... ...are encouraged from all qualified candidates, including women, persons with disabilities, aboriginal peoples and visible minorities. Accommodation...Work experience placementWork at officeLocal areaImmediate startNight shiftWeekend work
$120k - $200k
Fellowship Financial Group - Financial Advisor Position: Full-Time Location: Maitland, Florida (On-site) COMPANY OVERVIEW Fellowship Financial Group empowers clients through education-driven financial planning. Our comprehensive seven-step process...Full timeWork at office- ...building long-term relationships with clients. The role partners closely with high-net-worth individuals and families to develop personalized financial strategies and help clients make the most informed decisions related to their wealth. Wealth Advisors that join Beacon...
- ...Purpose of Your Role Working in our Investor Center, you will engage face-to-face with your customers, offering guidance and personalized planning, while helping extend the reach of the firm's brand. We fully support you with an open architecture product platform and...Work at office
- ...and the overall firm. The Financial Advisors of Moors & Cabot exhibit all of Moors & Cabot's core values - Integrity, Service is Personal, One Team, Communication and Initiative - in all of the responsibilities listed below. This full-time role reports to their...Full timeTemporary workWork at officeLocal areaRemote workMonday to FridayFlexible hours
- ...Job Description Job Description We are seeking a Track To Certified Financial Advisor to join our team! You will deliver personalized investment solutions to help clients work toward their long-term financial goals. Responsibilities: Advise clients on investment...
- Job Title Provide consultative, sales and technical support to one or more Financial Advisors, working closely with the Financial Advisors to meet the needs of current clients and actively sourcing prospective clients. Provides leadership to the Financial Advisor team...Full timePart timeWork at office
- ...for middle-market clients by identification of potential qualified clients and making initial contacts. Contacts and secures in-person appointments with prospective and existing clients for the purpose of sales, conservation, and service. Adequately prepares for...Work at officeLocal area
- Financial Advisor Your career path should lead to real opportunity LPL Financial partners with banks to offer a complete menu of financial services to bank clients. This employment opportunity at DFCU Financial in Winter Park, FL would allow you to join the Investment...Local area
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