Personal Banker
Valley National Bancorp
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
- ...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 Banking organization, you will be based in West Palm Beach, FL at our Datura Branch. Job Description...SuggestedFull timeTemporary workPart timeWork experience placementWork at office
- ...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 West Palm Beach, FL 33405 at the East Forest Hill Branch. Bilingual...SuggestedFull timeTemporary workWork experience placementWork at officeShift work
- ...Personal Banker You will be based in Palm Springs, FL 33461 at the Palm Springs Village Branch. Bilingual Spanish required. PNC Employees take pride in our reputation and to continue building upon that we expect our employees to be: Customer Focused - Knowledgeable of...Suggested
- ## Personal BankerApplylocations: FL - West Palm Beach (33405)time type: Full timeposted on: Posted Todayjob requisition id: R228698# *... ...opportunity to contribute to the company’s success. As a Personal Banker within PNC's Retail Bank Organization, you will be based in...SuggestedFull timeTemporary workPart timeWork experience placementWork at officeShift work
- PNC is seeking a Personal Banker for its East Forest Hill Branch in West Palm Beach, FL. This role focuses on acquiring and deepening the branch customer base through proactive sales and delivering an excellent customer experience. The ideal candidate should have 3+ years...Suggested
- ...as well as provides assistance with banking audits as directed by the Team Leader / Manager. Serves as a mentor to fellow Personal Bankers, offering guidance, encouragement and direction as needed. Is called upon to share expertise in the deposit area of the bank...Work experience placementH1bWorldwideFlexible hours
- PNC Financial Services Group, Inc. is seeking a Personal Banker based in West Palm Beach, FL. The role focuses on acquiring and deepening the branch customer base, delivering exceptional service, and driving revenue through a defined sales process. Bilingual Spanish preferred...Work at office
- Fifth Third Bank in West Palm Beach is looking for a Retail Personal Banker I to engage with customers and identify their financial needs through a consultative sales process. You will participate in an onboarding program, eventually focusing on acquiring new households...
- ...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...
$17.74 - $29.57 per hour
RadNet, Inc. in West Palm Beach is seeking a full-time representative to provide exceptional customer service. Responsibilities include assisting clients with banking products and services, analyzing their financial needs, and ensuring a professional demeanor. The ideal...Hourly payFull time- Valley National Bank in West Palm Beach, Florida is seeking a dedicated professional for customer service responsibilities. This role requires engaging with customers, educating them about various bank products, and meeting their financial needs with exceptional service...
- ...and technologies to enhance the customer experience Collaborate with branch teammates to coordinate seamless handoffs to licensed bankers or other specialists Requirements 6+ months of interacting with customers experience, or equivalent Prior experience in financial services...
- ...Citi is seeking an entry-level Personal Banker in Boynton Beach, Florida. This role involves assisting sales and service activities in coordination with the customer service team to foster customer relations and enhance loyalty. Key responsibilities include managing business...
- Bank of America in the United States is seeking a Client Service Associate to educate and assist clients in using self-service resources, handle cash transactions, and connect clients with solutions to meet financial goals. The role emphasizes deep conversations to understand...
- Fifth Third in Boynton Beach, Florida is hiring a Personal Banker Associate I. This role involves using a consultative sales process to meet customer needs and handling transactions. Applicants should have a college degree or equivalent experience, preferably in the financial...
- Job Description This job is responsible for engaging clients in the lobby to educate and assist with conducting transactions through self‑service resources, such as mobile banking, online banking, or ATM. Key responsibilities include accurately and efficiently processing...Shift workWeekend workDay shift
- Bank Of America Job Opportunity 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...Work at officeFlexible hoursShift workWeekend workDay shift
- Bank of America is seeking a senior relationship and advisory professional to manage a portfolio of large commercial clients, delivering tailored financial solutions and deepening profitable relationships. The role collaborates with Investment Banking, Foreign Exchange,...
- ...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...Work experience placementWork at office
- A leading financial institution in West Palm Beach is seeking a Private Client Banker to manage relationships with affluent clients. This role focuses on providing tailored financial advice and services, requiring at least one year of banking experience. Responsibilities...
- ...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 workWork experience placementLocal area
$61k - $119k
...your client base by making new connections, maintaining a strong referral network, and providing a great client experience Build personalized, holistic financial plans tailored to every client’s unique needs Manage your client’s financial plans to help them achieve...For contractorsWork at office$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 ensure a...Work at officeHome officeFlexible hours- ...scholarships, grants, loans, financial aid applications, verification documents and aid appeals. This role delivers student-centered personal care to the campus community while executing detailed work responsibilities.Financial Aid AdvisingProvides expert counseling and...Work at officeWeekend workAfternoon shift
- Job description The Financial Aid Advisor works with prospective and current students and their families to assist them in the application process for financial aid programs. The role involves a variety of duties associated with the awarding, disbursing, and returning ...Full timeWork at officeRelocationMonday to FridayShift workAfternoon shift
- Northwestern Mutual is offering an internship program for College Financial Representatives in West Palm Beach, Florida. This role provides students with a platform to build a financial planning practice while receiving guidance and mentorship from experts. Interns will...Full timeInternshipFlexible hours
- Northwestern Mutual in West Palm Beach is seeking College Financial Representatives for its internship program. This opportunity allows students to build a financial planning practice alongside experienced professionals and gain exposure to exclusive financial products...Full timeInternshipFlexible hours
$1,000 per month
...collaborate with experts in our business. In fact, you’ll find diverse resources across our culture to ensure that you experience personal and professional growth in this program. With interest, eligible students have an opportunity to interview for a full‑time Financial...Full timeInternshipLocal areaFlexible hours- ...Schedule: Monday-Friday 8:15AM - 5PM SUMMARY The Relationship Banker is a trusted advisor who engages clients in meaningful, consultative... ...deepening client relationships through excellent service, personalized advice, and proactive sales while supporting the banking...Temporary workWork at officeMonday to Friday
$87.4k - $123.4k
...Brokerage or Premier accounts. In this role, you will strive to provide financial wellness and retirement solutions. You will deliver personalized consultations detailing solutions best suited to the Financial Planning needs of our Empower Personal Wealth clients. What You...16 hoursTemporary workWork experience placementCasual workWork at officeLocal areaRemote workWork from homeWork visaFlexible hours
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