Personal Banker - North Miami Beach
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.
Vacancy posted 2 days ago
Similar jobs that could be interesting for youBased on the Personal Banker - North Miami Beach in North Miami Beach, FL vacancy
$48.43k
...Relationship Banker II At Regions, the Relationship Banker II is responsible for... ...meeting with customers and prospects both in person and on the phone to determine their... ...Location Details West Dixie Location: North Miami Beach, Florida Equal Opportunity Employer/...SuggestedFull timeFlexible hours$72.28k - $108.16k
...Work Location: Miami Beach, Florida, United States of America Hours: 40 Pay Details: $72,280 - $108,160 USD TD is committed... ...global financial institutions and is the fifth largest bank in North America by branches/stores. Every day, we strive to make every...SuggestedLocal areaWork from homeFlexible hours$250k
...Personal Banker Safe Act The Personal Banker SAFE Act is an entry level position responsible for the assistance in the execution of... ...---------------------------------- Primary Location: North Miami Beach Florida United States -----------------------------------...SuggestedFull time- ...Solutions Advisor Registration Candidate - South Broward / North Dade Market North Miami Beach, Florida To proceed with your application, you must... ...Industry licenses, where you receive dedicated and personalized classes for your Securities Industry Essentials [SIE],...SuggestedWork at officeImmediate startMonday to FridayShift workDay shift
$105k - $250k
...paramount importance of client interests, as well as the personal and professional growth of team members. Wealth... ...Category Advisory & Relationship Management Locations 1441 Brickell Avenue, Miami, FL, 33131, US 301 Arthur Godfrey Road, Miami Beach, FL, 33140, US...SuggestedTemporary workLocal areaFlexible hours- ...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's Miami Beach Branch, 1617 Alton Road, Miami Beach, Fl 33139. Bilingual in Spanish preferred...Full timeTemporary workPart timeWork experience placementWork at officeShift work
$250k
...Personal Banker SAFE Act, Bilingual English/Spanish Speaking Preferred, Aventura Branch Discover your future at Citi Working at Citi is far more than just a job. A career with us means joining a team of more than 230,000 dedicated people from around the globe. At...$58.44k
...This position will provide personal financial services at assigned military installations. Primary responsibilities include the full breadth... ...Job Information Title Personal Financial Counselor, PFC-Miami Grade 24 Work Experience - Required Financial...Contract workTemporary workWork experience placementWork at office- ...expectations, and embracing diversity and inclusion. As an Associate Banker within Chase, you will represent our brand and culture with the... ...customers through a range of financial services, including personal banking, credit cards, mortgages, auto financing, investment...Part time
- First-Horizon-Bank in Miami Beach is looking for a Relationship Banker to drive growth through proactive client engagement and personalized financial advice. The role involves advising clients on deposits and loans while promoting the bank’s products and services. Successful...
- First Horizon Bank is seeking a Relationship Banker in Miami Beach, FL to provide trusted financial advice and sell banking products. The position involves engaging with clients to understand their financial needs and aligning solutions to enhance satisfaction. Candidates...
- Truist is looking for a dedicated individual in Miami Beach to manage client relationships in their retail community bank. This role involves handling client maintenance requests, achieving sales targets, and ensuring a consistent client service experience. Candidates must...
- ...tailored to suit their financial needs. As a Private Client Banker in Branch Banking, you are the main point of contact for a select... ...customers through a range of financial services, including personal banking, credit cards, mortgages, auto financing, investment advice...Immediate startAfternoon shift
$58.44k - $93.5k
This position will provide personal financial services at assigned military installations. Primary responsibilities include the full breadth... ...Job Information Title Personal Financial Counselor, PFC-Miami Grade 24 Work Experience - Required Financial Counseling Work Experience...Full timeContract workTemporary workWork experience placementWork at officeWork from homeHome office- ...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
- ...selling to investors in the equity and fixed income market, acclimated to sustaining effective and efficient activity levels, dynamic phone and in-person sales skills, operate and represent our client with the highest level of integrity and work ethic, and support....
- Mount Sinai Medical Center is seeking a Patient Access Representative - Financial Counselor in Miami Beach. This bilingual role requires analyzing patient accounts, facilitating reimbursement, and maintaining compliance with health regulations. Candidates should have a...
- Dormont Manufacturing Co is seeking a Financial Advisor in Miami Beach, Florida. The role involves providing clients with financial planning guidance and selling investment management solutions while ensuring exceptional client service. Candidates should have a Bachelor...
- A leading financial services firm in Miami Beach is seeking a Financial Advisor to help clients achieve their financial goals. You'll... ...training and mentorship. Responsibilities include providing personalized financial plans and establishing strong client relationships....
- Financial Advisor Looking for Financial Advisors that are 1st and 2nd Quintile from major wirehouses and regional broker dealers CRDs. Financial Advisors should not have been employed by more than two firms in the last 10 years and their record must be in good standing...
$61k - $250k
Northwestern Mutual seeks financial advisors in Miami Beach, Florida, who are entrepreneurial and client-focused. The role emphasizes client relationship-building and personalized financial planning. Successful candidates will receive extensive training and comprehensive...- ...Sales & Service Banker The Sales & Service Banker will be responsible in servicing our clients and opening account referrals for the larger business centers in the company. Responsible for meeting the needs and expectations of clients by servicing, promoting and selling...Daily paidWork experience placement
$41.6k - $53.83k
The Universal Banker is an entry level position responsible for the assistance in the execution... ...sound ethical judgment regarding personal behavior, conduct and business practices... .... Location & Type Primary Location: Miami Beach, Florida, United States Time Type: Part...Hourly payFull timePart time- ...maintaining operational soundness and achieving market, branch and personal goals. Essential duties and responsibilities include... ...two-week Retail Training Class from 9am -- 5pm in either Miami Lakes or Boynton Beach. The Company may reimburse for mileage exceeding the...Work at officeRelocation packageShift workNight shift
- City National Bank (CNB) in Miami Beach is hiring a Universal Banker to provide exceptional client service and assist with various banking transactions. The role includes cross-selling bank products, training team members, and ensuring compliance with security measures...
$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- Job Title Benefits: Barry University offers a comprehensive benefits package to full-time employees that includes health, dental, vision, life insurance, retirement, tuition assistance, paid time off and work/life balance initiatives such as wellness programs, spirituality...Full time
$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- ...by driving compliance with applicable laws, rules and regulations, adhering to Policy, applying sound ethical judgment regarding personal behavior, conduct and business practices, and escalating, managing and reporting control issues with transparency. Qualifications...Work at office
Do you want to receive more vacancies?
Subscribe and receive similar vacancies to Personal Banker - North Miami Beach. Be the first to apply!

