Sign up to access all features of our service.
  • Job search
  • Favorites
  • Create a CV
    New
  • Salaries
  • Subscriptions

Personal Banker

Valley National Bancorp

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 and demonstrate them to customers, and cross-sell various products. 3. Professional Demeanor: Present a confident and professional demeanor to establish trust, analyze customer needs, and recommend appropriate products. 4. Financial Needs Analysis: Meet with customers to analyze financial needs, maximize sales opportunities, open new accounts, discuss and sell loan products, and promote online and mobile banking. 5. Sales Referral Process: Participate in or oversee the sales referral process, ensure customer financial needs are met, and assist management in coaching and mentoring branch staff. 6. Transaction Processing: Perform all transactions, use appropriate technology, maintain and balance a cash box, and utilize technology like Teller Scanning Equipment, Cash Recycling, and Cash Dispensing machines. 7. Vault Teller Duties: Ensure adequacy of branch cash for daily transactions by assisting in ordering and shipping currency, coin and controlling, distributing cash to Tellers in prescribed limits. 8. Community Involvement: Assist in community events and support CRA initiatives, activities, and programs. 9. Compliance: Report significant matters, issues, and unusual customer activity to Manager, and maintain knowledge of compliance and regulatory requirements. 10. Code of Conduct: Adhere to the Bank's Code of Conduct and all policies and procedures.

Vacancy posted 3 days ago
Similar jobs that could be interesting for youBased on the Personal Banker in Winter Park, FL vacancy
  •  ...Personal BankerCypress Bank & Trust was originally founded as a Florida Chartered boutique corporate fiduciary in Palm Beach, FL in 19...  ...meet all the needs of our clients.We are looking for a Personal Banker who has a comprehensive knowledge of the Bank's products, services... 
    Suggested
    Work at office
    Remote work
    Night shift

    Cypress Bank & Trust

    Maitland, FL
    4 days ago
  •  ...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 HUNTERS CREEK BRANCH located at: 13583 Hunters Oak Drive in... 
    Suggested
    Full time
    Temporary work
    Part time
    Work experience placement
    Work at office

    PNC Financial Services Group

    Orlando, FL
    4 days ago
  •  ...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,... 
    Suggested
    Temporary work
    Work at office
    Remote work
    Night shift

    Cypress Bank & Trust

    Winter Park, FL
    4 days ago
  •  ...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... 
    Suggested
    Full time
    Temporary work
    Work experience placement

    PNC

    Orlando, FL
    4 days ago
  •  ...Development Proactive Sales Engagement: Engage clients in consultative conversations to understand financial priorities and recommend personalized banking solutions, with an emphasis on deposit accounts, loans and lines of credit, and referrals to other lines of business... 
    Suggested
    Full time
    Temporary work
    Work at office

    First Horizon Bank

    Winter Park, FL
    1 day ago
  • 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 ...

    Valley Bank

    Orlando, FL
    4 days ago
  • $350k

     ...Possess a self-motivated, highly driven, and entrepreneurial personality. Required Experience: Bachelor's degree with 7+ years' experience...  ...management industry as either a Financial Advisor, Private Banker, or Relationship Manager with proven track record of... 

    Avior Executive Search, Inc

    Orlando, FL
    3 days ago
  • $15.61 - $24.97 per hour

     ...Joining AdventHealth is about being part of something bigger. It’s about belonging to a community that believes in the wholeness of each person, and serves to uplift others in body, mind and spirit. AdventHealth is a place where you can thrive professionally, and grow... 
    Full time
    Work experience placement
    Local area
    Shift work

    AdventHealth

    Altamonte Springs, FL
    3 days ago
  • Why Bank OZK Founded on a legacy of more than 120 years in banking, Bank OZK is much more than just a company. We're nationally recognized as an industry leader in financial services. That means we combine exceptional service with innovative technologies to deliver ...
    Work at office
    Local area
    Day shift

    Bank OZK

    Winter Park, FL
    1 day ago
  • Job Description: At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. We do this by driving Responsible Growth and delivering for our clients, teammates, communities and shareholders every day...
    Full time
    Work at office
    Flexible hours
    Shift work
    Weekend work
    Day shift

    Bank of America

    Maitland, FL
    8 hours ago
  •  ...Private Banker We are actively looking for exceptionally talented individuals who are collaborative, confident and motivated to provide a first-class experience to clients within J.P. Morgan's U.S. Private Bank. If you have an entrepreneurial mindset and are looking... 
    Temporary work
    Work experience placement
    Local area

    Chase

    Orlando, FL
    3 days ago
  • 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...

    Valley National Bank

    Orlando, FL
    3 days ago
  •  ...firm’s value proposition and advice-based service offering to all stakeholders. • Develop client relationships through internal banker referral partners and external COIs. • Surround your clients with our team, including Financial Planning, Brokerage, Trust, Insurance... 
    Full time
    Work at office

    First Horizon Bank

    Orlando, FL
    11 days ago
  •  ...achieve what matters most.Schwab Wealth Advisory is a fee‑based, non‑discretionary investment advisory solution built on trust, personalized service, and a fiduciary commitment to our clients. As a Wealth Advisor, you’ll manage ongoing client relationships, deliver holistic... 
    Full time
    Work at office

    The Charles Schwab Corporation

    Orlando, FL
    16 hours ago
  • $78.3k - $151k

    CLA is a top 10 national professional services firm where our purpose is to create opportunities every day, for our clients, our people, and our communities through industry-focused wealth advisory, digital, audit, tax, consulting, and outsourcing services. Even with more...
    Full time
    Interim role
    Work at office

    CliftonLarsonAllen

    Orlando, FL
    3 days ago
  • The position is described below. If you want to apply, click the Apply Now button at the top or bottom of this page. After you click Apply Now and complete your application, you'll be invited to create a profile, which will let you see your application status and any communications...
    Full time
    Part time
    Work at office
    Shift work
    Day shift

    Truist

    Orlando, FL
    17 hours ago
  •  ...obtain information through direct inspection of the applicant's business and/or collateral, review of interim financial reports, personal interview, and other means. Presents loan requests to the executive loan committee when the proposed loan dollar volume exceeds the... 
    Full time
    Interim role
    Local area

    BankUnited

    Orlando, FL
    4 days ago
  •  ...Job title             Universal Banker FLSA Status     Non-Exempt Last updated    January 2025   SUMMARY Provide quality...  ...deposit/loan campaigns. Assist client with loan application for personal/retail consumer needs and “handing off” the processing of these... 
    Full time
    Work at office

    First Horizon Bank

    Orlando, FL
    11 days ago
  •  ...achieve what matters most.Schwab Wealth Advisory is a fee‑based, non‑discretionary investment advisory solution built on trust, personalized service, and a fiduciary commitment to our clients. As a Sr. Manager, Wealth Advisor, you’ll manage ongoing client relationships... 
    Full time
    Work at office

    The Charles Schwab Corporation

    Orlando, FL
    16 hours ago
  •  ...the essential functions of their positions.Equal Employment Opportunity (EEO)PNC provides equal employment opportunity to qualified persons regardless of race, color, sex, religion, national origin, age, sexual orientation, gender identity, disability, veteran status, or... 
    Full time
    Temporary work
    Part time
    Work experience placement
    Work at office

    The PNC Financial Services Group

    Orlando, FL
    2 days ago
  • A growing Orlando-based financial advisory firm is hiring a Financial Advisor to step into a pure closing role with zero cold outreach. This position is built for advisors who want to do what they do best: meet with qualified prospects, deliver recommendations, and close...

    Boutique Recruiting

    Orlando, FL
    4 days ago
  • $150k

     ...innovative platforms and white-glove services. Operating as a true fiduciary, we align our interests with our clients by providing personalized financial planning and access to institutional investment strategies. ​ AQI: An Advisory Infrastructure Platform Our... 
    Work at office
    Remote work

    AQI Services LLC

    Orlando, FL
    3 days ago
  • $200k

     ...Requirements:   CFP® CEs Firm Element Insurance CEs FINRA CEs Other Measurable Abilities Required:   Financial Services Personal Finance Planning Independent Decision Making Influence and Negotiation Good Judgment, Problem Solving Skills... 
    Work experience placement
    Casual work
    Work at office
    Remote work
    Afternoon shift

    Partners Federal Credit Union

    Orlando, FL
    2 days ago
  • Lead Advisor is a wealth management consulting and search firm. This role is for a client in Boise. Position Overview and Purpose The advisor will be responsible for managing existing client relationships, either working with a more experienced advisor or on their...
    Interim role

    Lead Advisor

    Orlando, FL
    16 hours ago
  • $50k

     ...engagements). Deeply understand clients' and prospective clients' needs, priorities, and concerns to accelerate trust and create personalized, comprehensive strategies to help clients achieve their goals. Oversee branch processes, roles, and responsibilities to... 
    Work at office
    Work from home
    Home office
    Flexible hours

    Edward Jones

    Orlando, FL
    2 days ago
  •  ...written. Strong organization skills and systems acumen. Strong business mathematical skills and keen attention to detail. Personal integrity and ability to discreetly handle confidential data. Adept at prioritization with ability to complete multiple time-... 
    Work at office
    Local area
    Night shift

    Blue Trust

    Orlando, FL
    1 day ago
  • Oxford Advisory Group is a private, family-owned retirement planning & wealth management firm with locations across Florida. The firm focuses on helping pre-retirees and retirees navigate their retirement years, with a strong emphasis on family values and community involvement...
    Base plus commission

    Oxford Advisory Group

    Orlando, FL
    3 days ago
  • $120k - $150k

     ...identify, and secure strong relationships with new clients by serving as their trusted financial advisor Guide clients in developing personalized financial plans that align with their life goals and aspirations.Analyze clients' financial status and provide strategic advice... 
    Start working today
    Work at office

    New York Life Insurance Company

    Orlando, FL
    4 days ago
  •  ...like retirement planning so employers can help their people plan for a comfortable life after they stop working. We also provide personalized financial planning and investment services to help families succeed in every stage of life. Our Newest Opportunity:... 
    Contract work
    Work at office
    Local area

    OneDigital

    Orlando, FL
    3 days ago
  •  ...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... 

    Beacon Pointe Advisors

    Winter Park, FL
    2 days ago

Do you want to receive more vacancies?

Subscribe and receive similar vacancies to Personal Banker. Be the first to apply!