Universal Banker - North Palm Beach
SunTrust Investment Services, Inc.
Job TitleProvide timely and efficient completion of client transactions while maintaining accurate records and thorough proper handling of all monies assigned. Deliver superior quality service, identifying and understanding the client's financial needs. Cross-trained to support sales and service activities, with a particular focus on assisting with outbound calling and supporting Integrated Relationship Management (IRM) activities.Essential Duties and Responsibilities Following is a summary of the essential functions for this job. Other duties may be performed, both major and minor, which are not mentioned below. Specific activities may change from time to time.Provide a distinctive client experience to ensure a consistent service level by engaging clients with smiling, facilitating courteous conversation, conducting both complex and standardized transactions while uncovering needs. Performs more complex transactions with assistance as necessary.Educate clients on digital, self-service solutions including ATMs, Online and Mobile banking to make banking easier and enhance their service experience.Support team sales process by participating in client outreach through outbound calls, checking for client offers, and identifying client needs or opportunities by fulfilling the need or referring the client to the appropriate branch team members or specialist.Understand the importance of Integrated Relationship Management (IRM) to ensure we seamlessly deliver Truist expertise and solutions for our clients' unique needs.Participate fully in all components of the established Truist Retail Community Bank Leadership Routines.Commit to advancing individual and product knowledge to better serve consumer and business clients by attending sales, service and product knowledge meetings and all applicable training classes and web-based learning.Adhere to internal controls, operational procedures and risk management policies. Stays informed of all changes in policies and procedures to ensure compliance with current guidelines.Serve as secondary contact for new account openings and problem resolution, offering applicable products and services to clients and prospects. Handles proportionate volume of work based on branch demands.Qualifications Required Qualifications: The requirements listed below are representative of the knowledge, skill and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.High school diploma or equivalent educationTwo years of teller or cash handling or client service experienceSix months of client relationship building or sales experienceExcellent interpersonal and communication skills, including a desire to interact with clients and prospectsAbility to master personal computer (PC) keyboard and software skills necessary for branch automationAbility to multi-task under time constraintsDemonstrated proficiency in basic computer applications, such as Microsoft Office software productsAbility to travel to accommodate temporary staffing needs as required to include temporary assignment or locale changesAbility to work weekends and/or extended hours with occasional travel and overnights may be includedGeneral Description of Available Benefits for Eligible Employees of Truist Financial Corporation: All regular teammates (not temporary or contingent workers) working 20 hours or more per week are eligible for benefits, though eligibility for specific benefits may be determined by the division of Truist offering the position. Truist offers medical, dental, vision, life insurance, disability, accidental death and dismemberment, tax-preferred savings accounts, and a 401k plan to teammates. Teammates also receive no less than 10 days of vacation (prorated based on date of hire and by full-time or part-time status) during their first year of employment, along with 10 sick days (also prorated), and paid holidays. For more details on Truist's generous benefit plans, please visit our Benefits site . Depending on the position and division, this job may also be eligible for Truist's defined benefit pension plan, restricted stock units, and/or a deferred compensation plan. As you advance through the hiring process, you will also learn more about the specific benefits available for any non-temporary position for which you apply, based on full-time or part-time status, position, and division of work.Truist is an Equal Opportunity Employer that does not discriminate on the basis of race, gender, color, religion, citizenship or national origin, age, sexual orientation, gender identity, disability, veteran status, or other classification protected by law. Truist is a Drug Free Workplace.
- ...Head Universal Banker, West Palm Beach Area Working at Citi is far more than just a job. A career with us means joining a team of approximately 219,000 dedicated people from around the globe. At Citi, you'll have the opportunity to grow your career, give back to your...SuggestedFlexible hours
- ...Associate Personal Banker (SAFE) Wells Fargo is seeking an Associate Personal Banker... ...Congress Crossing 4441 Beacon Circle West Palm Beach 33407 Gardens Park 4480 Northlake Blvd... ...6735 W. Indiantown Road Jupiter 33458 North Palm Beach 500 U.S. Highway One North Palm...SuggestedWork experience placementFlexible hours
- Truist - - Responsibilities: Provide timely and efficient completion of client transactions with accurate records; Educate clients on digital self-service solutions; Support team sales through outbound calls and referrals; Understand Integrated Relationship Management ...Suggested
- ...Selected candidates are intended to become a Retail Personal Banker I after completing a 4-8 week on-boarding and education program... ...training sessions. #LI-JH1 Personal Banker Associate I (North Palm Beach) LOCATION -- Palm Beach Gardens, Florida 33408 At Fifth Third...SuggestedWork experience placementWork at office
$250k
...Personal Banker SAFE Act, West Palm Beach Area, OfficerThe Personal Banker SAFE Act is an entry level position responsible for the assistance in... ...verbal communication skillsEducation:Bachelor's Degree/University degree or equivalent experienceThis job description provides...Suggested- ...advised that new hires will be required to attend a two-week Retail Training Class from 9am - 5pm in either Miami Lakes or Boynton Beach. The Company may reimburse for mileage exceeding the distance of an employee's daily commute to his/her primary office for training....Work at officeShift workNight shift
- ...Retail Personal Banker I Make banking a Fifth Third better We connect great people to great opportunities. Are you ready to take... ...affiliate will be required for various classroom training sessions. Location -- Palm Beach Gardens, Florida 33418 Fifth Third BancorpWork experience placementWork at office
- BankUnited is seeking a Universal Banker/Sr. Financial Specialist at the West Palm Beach, Dixie Hwy Branch. The role handles Teller and Platform transactions, aiming for 100% client satisfaction while meeting branch and personal goals. A two-week Retail Training Class...Relocation package
- ...Citi seeks a Head Universal Banker in the West Palm Beach area to lead and mentor branch teams, while delivering exceptional service and guiding complex transactions. You will champion risk controls and ensure consistent client experiences aligned with Citi standards....
- Citi in West Palm Beach, FL seeks a Head Universal Banker to lead the branch team, deliver exceptional service, and drive sales and risk controls. You will guide Universal Bankers and Tellers, mentor staff, and champion digital engagement to meet client needs. The role...Full time
- Job Summary This is a relationship-driven, production-focused position responsible for acquiring new clients, expanding existing relationships, generating commercial loans and deposits, and delivering comprehensive banking solutions to business owners and decision-makers...Work at officeLocal area
- ...can make the most of their lives by providing education and advice tailored to suit their financial needs. As a Private Client Banker in Branch Banking, you are the main point of contact for a select group of Chase’s affluent clients as well as other customers in the...Immediate startAfternoon shift
- ...to the company's success. As a Regional Banker/Teller within PNC's Retail Banking organization, you will be based in West Palm Beach, FL. Bilingual Spanish preferred. As a... ...at this level typically do not require a university / college degree, high school diploma or...Full timeTemporary workPart timeWork experience placementWork at office
- Summary Receives and pays out money and keeps records of money and negotiable instruments involved in financial transactions by performing the duties as outlined below. Essential Duties and Responsibilities Responsible for opening and closing branch operations...Work at officeShift workNight shift
- ...Unions in the US and #1 in Florida by S&P Global Market Intelligence. Currently, we operate 7 branches in Miami-Dade, Broward, and Palm Beach counties. Since our start in 1951 we have grown from providing financial services for Florida Power and Light employees, to the...Full timeWork experience placementNight shift
$103.95k - $127.05k
...career. Try new things learn new skills and discover what you excel atall from Day One. Job Description The Wealth Management Banker in the affluent segment is responsible for the overall affluent client experience ensuring collaboration of relevant entities in...Full timeTemporary workWork experience placementLocal area- ...Fifth Third Bank in Palm Beach Gardens, FL is seeking candidates for the Retail Personal Banker I role, designed to become a Retail Personal Banker after a 4-8 week onboarding with rotations in operations and Sales & Service. The program includes certification upon completion...
- ...lasting relationships by doing the right thing, exceeding expectations, and embracing diversity and inclusion. As an Associate Banker within Chase, you will represent our brand and culture with the utmost hospitality, using the latest banking solutions and cutting-...
- ## Part Time TellerApply: FL - West Palm Beach (33405): Part time: Posted Today: R236025# **Position Overview**At PNC, our people are our... ...Experience**Roles at this level typically do not require a university / college degree, high school diploma, GED, or any significant...Full timePart timeWork experience placementWork at office
- ...the company’s success. As a Relationship Banker Business Specialist within PNC's Retail... ...organization, you will be based in West Palm Beach, FL 33417 at the Century Corners branch.... ...Roles at this level typically require a university / college degree with Education Bachelors...Full timeTemporary workPart timeWork experience placementWork at office
- ...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 DescriptionAcquires and deepens the branch customer base...Full timeTemporary workPart timeWork at office
- ...Relationship Banker At Chase, we are passionate about creating memorable experiences for our clients and employees, making them feel welcomed, valued, and understood. We build lasting relationships by doing the right thing, exceeding expectations, and embracing diversity...Immediate startAfternoon shift
- Citigroup Inc. is seeking an entry-level Personal Banker SAFE Act in West Palm Beach to assist in sales, product and service activities with the customer service team, aiming to foster loyal relationships and grow sales with individual consumer clients. The role involves...
- Citi in West Palm Beach is hiring an entry-level Personal Banker SAFE Act to assist in sales and service activities with the customer service team. The goal is to build loyalty and grow sales with individual consumer clients, while guiding branch staff on products and referrals...
- 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
- PNC's Relationship Banker Business Specialist role is based at the Century Corners branch in West Palm Beach, FL. You will cultivate trusted client relationships, grow share of wallet for consumer and small-business clients, and collaborate with branch teammates and ecosystem...
- ...Commercial BankerThe Commercial Banker plays a crucial role in managing and developing relationships with small to mid-sized businesses generating less than $25 million in gross sales. This position collaborates closely with the sales team to establish, build, and sustain...Work at office
- ...PNC Financial Services Group, Inc. seeks a part-time Teller based at the East Forest Hill Branch in West Palm Beach, FL 33405. The role focuses on delivering a superior customer experience, processing varied transactions, and educating customers on banking options....Part timeWork at office
- PNC Financial Services, based in West Palm Beach, FL, seeks a Relationship Banker Business Specialist to drive consumer and business banking growth from the Century Corners branch. This in-office role prefers bilingual Spanish candidates and emphasizes client experience...Work at office
- PNC Financial Services Group, Inc. is seeking a Relationship Banker Business Specialist based at the Century Corners branch in West Palm Beach, FL. The role emphasizes building trust with clients, expanding share of wallet, and partnering with ecosystem teams to deliver...Work at office
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