Personal Banker
PNC Bank
Position Overview At PNC, our people are our greatest differentiator and competitive advantage in the markets we serve. We are all united in delivering the best experience for our customers. We work together each day to foster an inclusive workplace 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 in Spanish preferred) within PNC's Retail Banking organization, you will be based at PNC Sunrise & Federal Branch, 1150 North Federal Highway, Ft Lauderdale, Fl 33304. Bilingual in Spanish preferred. Job Description Acquires and deepens the branch customer base through a variety of proactive sales and service activities. Manages the customer experience by identifying opportunities to improve the customer's financial wellbeing. Collaborates with ecosystem partners to grow customer's share of wallet. Positions PNC solutions to drive new revenue and customer loyalty. Drives proactive sales conversations through internal and outbound interactions with a defined sales process including outbound calling, service to sales, teller interactions, appointment setting and effective lobby engagement, ultimately elevating client loyalty. Delivers a full PNC conversation with every client interaction to identify appropriate PNC solutions. Leverages ecosystem partnerships as well as community Centers of Influence to acquire, expand and retain relationships. Creates customer loyalty and grows customer share of wallet through a differentiated customer experience. Performs lobby engagement activities to connect with customers and position PNC products to meet their needs. Educates customers on options for managing financial transactions by leveraging technology, tools and resources. Applies product and procedural knowledge to identify, mitigate and solve customer problems effectively to drive customer loyalty. Manages risk through adherence to all policies and procedures, demonstrating sound judgment within established limits. Demonstrates a heightened scrutiny to identify and avoid loss. Participates in branch daily operations, ensuring they are completed in an efficient and accurate manner. Qualifications Preferred Skills: Accountability, Banking, Client Loyalty, Customer Experience (CX), Customer Service, Identifying Opportunities, Leveraging Technology, Proactive Sales Competencies: Banking Products, Digital Awareness, Effective Communications, Managing Multiple Priorities, Matrix Management, Problem Solving, Prospecting, Retail Lending, Selling, Understanding Customer Needs Work Experience: Roles at this level typically require an Associates or equivalent degree as well as related experience or product knowledge to accomplish primary duties. Typically requires 3+ years experience. In lieu of a degree, a comparable combination of education, job specific certification(s), and experience (including military service) may be considered. Education: No Degree Certifications: No Required Certification(s) 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 other categories protected by law. This position is subject to the requirements of Section 19 of the Federal Deposit Insurance Act (FDIA) and, for any registered role, the Secure and Fair Enforcement for Mortgage Licensing Act of 2008 (SAFE Act) and/or the Financial Industry Regulatory Authority (FINRA), which prohibit the hiring of individuals with certain criminal history. #J-18808-Ljbffr PNC
- ...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 in Spanish preferred) within PNC's Retail Banking organization, you will be based at PNC Sunrise & Federal Branch, 1...SuggestedWork experience placement
- ...Personal Banker Associate I Make banking a Fifth Third better We connect great people to great opportunities. Are you ready to take the next step? Discover a career in banking at Fifth Third Bank. General Function: Selected candidates are intended to become a...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
- ...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 in Spanish preferred) within PNC's Retail Banker organization, you will be based at PNC's Pompano Beach Branch, 289...SuggestedFull timeTemporary workPart timeWork experience placementWork at officeShift work
- * Acquires and deepens the branch customer base through a variety of proactive sales and service activities. Manages the customer experience by identifying opportunities to improve the customer's financial wellbeing. Collaborates with ecosystem partners to grow customer...Suggested
$50.6k - $70.6k
...Citigroup Inc. is seeking a Personal Banker to assist in sales and service activities, focusing on building customer relations. The role emphasizes delivering excellent client experiences and recognizing cross-sell opportunities. Ideal candidates should have a Bachelor...Full time- ...Friday 8:15 AM-5:00 PM 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
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- ...Personal Banker At PNC, our people are our greatest differentiator and competitive advantage in the markets we serve. We are all united in delivering the best experience for our customers. We work together each day to foster an inclusive workplace culture where all...Full timeTemporary workPart timeWork experience placementWork at officeShift work
- ...from other markets, businesses and functions to provide you with the opportunity to take your career to the next level. As a Private Banker in the U.S. Private Bank, you are responsible for advising families on building, preserving and managing their wealth. You will use...Temporary workWork experience placementLocal area
- Overview Private Bankers support the Wealth Management division's growth and profitability goals through new business development and client retention activities. Develop relationships with High Net Worth (HNW) individuals and families to provide credit, depository, and...Work at office
- We are seeking a high potential candidate (“Private Bankers” or “PB”) to join our Sales Team in the Private Banking Group. The Private Banker will build Advisor product awareness and understanding of the full cash management and lending platform within their assigned office...Work at office
- Fairygodboss is hiring a Private Banker in Fort Lauderdale, Florida, to advise families on building and managing their wealth. In this role, you will leverage your expertise in investments and financial planning to serve existing clients and generate new acquisitions....
- ...from other markets, businesses and functions to provide you with the opportunity to take your career to the next level. As a Private Banker in the U.S. Private Bank, you are responsible for advising families on building, preserving and managing their wealth. You will use...Temporary workWork experience placementLocal area
- ...Bankers Life Financial Advisors help clients live more and worry less through personalized financial planning. They are business owners who acquire clientele and find financial solutions with help from industry-leading training, mentors, and products. As a Financial Advisor...Work at officeFlexible hours
$43.89k - $150k
...succeed, then we are your employer of choice. Regions is dedicated to taking appropriate steps to safeguard and protect private and personally identifiable information you submit. The information that you submit will be collected and reviewed by associates, consultants,...Full timeTemporary workLocal areaFlexible hours$58.44k - $93.5k
...This position will provide personal financial services at assigned military installations. Primary responsibilities include delivering comprehensive financial counseling to military service members and their families, encompassing education, briefings, presentations,...Contract workTemporary workWork at office$165k - $200k
Job Description Responsible for retention and growth of medium to large size high net worth client relationships. Builds a team of Banking, Trust and Investment professionals around client that meets and exceeds client needs. Incumbent is a highly seasoned financial industry...Temporary workWork experience placementWork at officeRemote workFlexible hours3 days per week$58.44k
...deployment event or to cover an existing assignment for counselors who are absent. Primary responsibilities include the full breadth of personal financial counseling services to military service members and their families at military installations. Services include education...Contract workTemporary workWork experience placementWork at office$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 timeContract workFor contractorsInternshipLocal areaFlexible hours$165k - $200k
...enabling the communities we support to grow and succeed. We believe it takes all of us to bring our shared ambition to life, and each person is unique in their potential. A career with U.S. Bank gives you a wide, ever-growing range of opportunities to discover what makes...Temporary workWork experience placementWork at officeLocal areaRemote workFlexible hours3 days per week- Last year our HCA Healthcare colleagues invested over 156,000 hours volunteering in our communities. As a Patient Financial Counselor with HCA Florida Westside Hospital you can be a part of an organization that is devoted to giving back! Job Summary and Qualifications...Temporary workWork at officeFlexible hours
$61k - $119k
...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 their...Full timeContract workFor contractorsWork 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...
- ...a financial practice guiding Christians on their journeys to financial clarity, empowering lives of service and faith. Provide personal, actionable and achievable advice and connect clients to Thrivent products and programs. Develop and maintain genuine, long-term...
- ...Schedule: Monday-Friday 8:15 AM-5:00 PM SUMMARY The Relationship Banker is a trusted advisor who engages clients in meaningful,... ...emphasizes deepening client relationships through excellent service, personalized advice, and proactive sales while supporting the banking...Temporary workWork at officeMonday to Friday
- ...working knowledge of investment and annuity products, to ensure that all client needs are fully met. This role is ideal for a highly personable, sales-oriented professional with strong financial planning knowledge and the ability to simplify complex retirement planning...
$50k
Description Job Description The Financial Aid Advisor works with prospective and current students and their family to assist them in the application process for financial aid programs. Responsibilities may include but are not limited to performing a variety of duties associated...Full timeWork at officeRelocationMonday to FridayFlexible hoursShift workAfternoon shift$90k - $100k
...standards. At CAPTRUST, expect a fully stocked break room, fun employee events, and a quality team surrounding you with opportunities for personal growth. Our Employee Benefits Package shows how much we value our team. Some benefits include: Employee ownership...Temporary workLocal areaFlexible hours$150k - $250k
...financial planning concepts, investments, estate and retirement planning, and insurance. Our client experience revolves around a personal financial plan and includes advice on all our clients' financial needs. Responsibilities: Manage and maintain relationships...Full timeWork at officeLocal areaRemote workFlexible hours
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