Personal Banker
PNC Bank
Personal BankerAt 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 within PNC's Retail Banking organization, you will be based in Sarasota, FL. Bilingual Spanish PreferredPNC is an in-office company that fosters a supportive culture where employees can thrive and achieve balance. We encourage candidates to connect with their recruiter and hiring manager to understand workplace expectations and ensure the role aligns with their goals.PNC will not provide sponsorship for employment visas or participate in STEM OPT for this position.PNC Employees take pride in our reputation and to continue building upon that we expect our employees to be:Customer Focused - Knowledgeable of the values and practices that align customer needs and satisfaction as primary considerations in all business decisions and able to leverage that information in creating customized customer solutions.Managing Risk - Assessing and effectively managing all of the risks associated with their business objectives and activities to ensure they adhere to and support PNC's Enterprise Risk Management Framework.To learn more about this opportunity, please watch this video.Preferred SkillsAccountability, Banking, Client Loyalty, Customer Experience (CX), Customer Service, Identifying Opportunities, Leveraging Technology, Proactive SalesCompetenciesBanking Products, Digital Awareness, Effective Communications, Managing Multiple Priorities, Matrix Management, Problem Solving, Prospecting., Retail Lending, Selling., Understanding Customer NeedsWork ExperienceRoles 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.EducationNo DegreeCertificationsNo Required Certification(s)LicensesNo Required License(s)Language AssessmentsSpanish Speaking - PreferredBenefitsPNC offers a comprehensive range of benefits to help meet your needs now and in the future. Depending on your eligibility, options for full-time employees include: medical/prescription drug coverage (with a Health Savings Account feature), dental and vision options; employee and spouse/child life insurance; short and long-term disability protection; 401(k) with PNC match, pension and stock purchase plans; dependent care reimbursement account; back-up child/elder care; adoption, surrogacy, and doula reimbursement; educational assistance, including select programs fully paid; a robust wellness program with financial incentives.In addition, PNC generally provides the following paid time off, depending on your eligibility: maternity and/or parental leave; up to 11 paid holidays each year; 9 occasional absence days each year, unless otherwise required by law; between 15 to 25 vacation days each year, depending on career level; and years of service.To learn more about these and other programs, including benefits for full time and part-time employees, visit pncthrive.com.
- ...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 Sarasota, FL. Bilingual Spanish Preferred. PNC is an in-...SuggestedFull timeTemporary workPart timeWork experience placementWork at office
$41.5k - $65.5k
...for the lending process and established yield, quality, diversification, and risk guidelines. Makes credit recommendations for personal lending transactions, including home financing, in accordance with sound credit granting principles and with the Bank’s policies and...SuggestedContract workPart timeLocal areaImmediate startDay shift$350k
...market. About the Role Our client is seeking a Senior Advisor/ Banker who leads with investments. Manage, develop and retain full-... ...Possess a self-motivated, highly driven, and entrepreneurial personality. Qualifications Bachelor's degree with 7+ years' experience in...SuggestedFull time- ...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...Suggested
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...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...SuggestedFull timeContract workFor contractorsInternshipLocal areaFlexible 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 timeFor contractorsInternshipLocal areaFlexible 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$140k - $175k
Private Wealth Advisor U.S. Bank Private Wealth Management (PWM) helps clients identify and achieve their financial objectives. Our teams advise clients holistically on wealth and estate planning, investments, banking, credit, insurance, charitable giving, and fiduciary...Temporary workWork experience placementWork at officeRemote workFlexible hours3 days per week- ...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 respective...Full timeTemporary workWork at officeLocal areaRemote workMonday to FridayFlexible hours
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- ...assigned. Standards: Demonstrates proficiency with our ERB process, the “ASK” program and aggressively strives to achieve personal sales goals as evidenced by sales reports, tracking forms and through audit of the CNA folders. * Has the ability to lead the...Work at officeFlexible hours
- ...power in partnership. It's how we work - and how we help our clients achieve financial fulfillment. Demand for human-delivered, personalized financial advice has never been greater - and right now, qualified financial advisors are in short supply. If you're a driven professional...Full timeTemporary workFlexible hours
$59.3k - $80.2k
Associate Financial Advisor The Associate Financial Advisor provides specialized services to an individual Financial Advisor or Financial Advisor team to assist in their ability to offer sophisticated wealth management solutions to individuals and families and strategically...- ...who are actively seeking financial guidance. Key Responsibilities Meet with clients to understand their unique financial goals, personal values and retirement needs Develop customized financial strategies encompassing income planning, wealth growth and portfolio management...
- You don't cold call. You don't prospect. You close. We're looking for a Front-End Wealth Advisor to step into a role built for one thing: converting warm, firm-generated leads into new client relationships. Prospects come to you already educated and ready to talk, through...
- Beacon Pointe is one of the nation’s largest Registered Investment Advisory (RIA) firms, providing advisory services to a range of clients, including high-net-worth individuals, families, and institutions. Clients have long relied on Beacon Pointe's Wealth Advisors to help...
$32.15k - $45.19k
...Overview United Community is looking for a Universal Banker I to deliver exceptional customer experiences while supporting financial wellness. In this role, you will assist with everyday transactions and engage in needs-based conversations to identify solutions tailored...Full timeLocal areaRemote work$34.1k - $49.38k
...Overview United Community is seeking a highly skilled Universal Banker II .As a Universal Banker, you will have the opportunity to deliver excellent experiences to customers and prospects. In addition to assisting with everyday transactions, you will support customers...Full timeLocal areaRemote work- Truist Wealth in Sarasota, FL seeks a Regular Teller/Client Service Associate to provide accurate client transactions and thorough recordkeeping while delivering a superior service experience. You will educate clients on digital banking, participate in outreach, support...Weekend work
- ...taking appropriate steps to safeguard and protect private and personally identifiable information you submit. The information that you submit... ...section of the system. : At Regions, the Relationship Banker II is responsible for meeting with customers and prospects both...Full timeFlexible hours
- 19 hours ago Be among the first 25 applicants Get AI-powered advice on this job and more exclusive features. Launch your financial services career with an organization that positively impacts thousands of families and communities each year. Modern Woodmen of America is ...Full timeContract workInternshipWork at officeLocal area
- ...Commercial Banker If you are customer-focused, enjoy building relationships, and collaborating with a wide spectrum of partners to provide strategic financial advice to businesses, a role as a Commercial Banker is for you. As a Commercial Banker in Emerging Middle...Local areaFlexible 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- 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 youll be invited to create a profile which will let you see your application status and any communications...Full timePart timeWork at officeShift workNight shiftWeekend workDay shift
- ...community impact, and client-centered service. Truist Bank is a Member FDIC and an Equal Housing Lender. Role Description The Universal Banker role at Truist is a full-time, on-site position based in Sarasota, FL. This role involves serving clients by opening and servicing...Full time
- ...a wide range of high-quality banking services delivered in a personalized, friendly manner. Founded in 1999 and headquartered in St. Petersburg... ...ability to meet the clients’ needs on their terms. Universal Bankers are responsible for establishing and maintaining client...
$10k
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Do you have a passion for helping others? Are you interested in developing a career assisting clients reach their long-term financial goals? We are looking to develop our next generation of Investments Counselors at Fisher Investments through the Investment Counselor Wealthbuilder...Work at officeWork from home$10k
...report to your group manager whose previous experience in the role will assist you in navigating client relationships and provide personalized career development. This onsite position is located in Tampa, FL. The Day-to-Day: As an International Investment...Work at officeWork from home
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