Personal Banker
PNC Bank
Position Overview Personal Banker – Bilingual in Spanish preferred (Midtown Miami Branch, 85 NE 29th Street, Miami, FL 33137). Job Description Acquire and deepen the branch customer base through proactive sales and service activities. Manage the customer experience by identifying opportunities to improve financial wellbeing. Collaborate with ecosystem partners to grow customer share of wallet. Drive proactive sales conversations through outbound calling, teller interactions, appointment setting and lobby engagement. Deliver a full PNC conversation with every client interaction to identify appropriate PNC solutions. Leverage ecosystem partnerships and community centers of influence to acquire, expand and retain relationships. Educate customers on managing financial transactions using technology, tools and resources. Apply product and procedural knowledge to mitigate and solve customer problems effectively. Manage risk through adherence to all policies and procedures, demonstrating sound judgment within established limits. Participate in branch daily operations, ensuring efficient and accurate completion. Qualifications Experience: 3+ years in a banking or retail environment; associate’s degree or equivalent preferred. Skills: Customer focus, proactive sales, risk management, problem solving, effective communication, technology utilization, and bilingual Spanish (preferred). Education: Associate’s degree or equivalent; military service considered. Certifications / Licenses: None required. Benefits Medical, dental and vision coverage with Health Savings Account option. Life insurance (employee and spouse/child), short‑term and long‑term disability protection. 401(k) with company match, pension and stock purchase plans. Dependent care reimbursement and flexible child/elder care support. Adoption, surrogacy and doula reimbursement. Educational assistance and robust wellness program. Paid time off: 11 holidays, 9 occasional absence days, up to 25 vacation days (based on level). Maternity and parental leave available. Equal Employment Opportunity 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 protected categories. This position is subject to the federal requirements of FDIA, the Secure & Fair Enforcement Act of 2008, and industry regulations concerning criminal history. California residents, see the California Consumer Privacy Act Privacy Notice for information about how PNC may use or disclose your information. #J-18808-Ljbffr
- ...Citigroup Inc. in Miami, FL is seeking an entry-level Personal Banker SAFE Act to assist in sales and service activities in coordination with the customer service team. The role aims to foster customer relationships, build loyalty, and help grow sales to individual consumer...Suggested
- ...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...Suggested
$112.5k - $190k
## Private Bank International - Banker / Sr Banker - Brazil Coverage - MiamiBewerbenlocations: Miamitime type: Vollzeitposted on: Heute ausgeschriebenjob requisition id: Req1509495Private Bank International - Banker / Sr Banker - Brazil Coverage - MiamiCountry: Vereinigte...SuggestedHourly payFull timeContract workLocal areaShift work- engaging clients in the lobby to educate and assist with conducting transactions through self-service resources, such as mobile banking, online banking, or ATM accurately and efficiently processing cash transactions for clients as needed having deep conversations with ...SuggestedWeekend work
- ...Senior Private Banker Key Responsibilities Manage and grow a portfolio of high-net-worth clients by offering personalized financial solutions aligned with their goals and risk profiles. Design and implement investment strategies tailored to each client’s financial objectives...Suggested
- ...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 Coral Gables, Florida. Bilingual Spanish Preferred. PNC is an in...Full timeTemporary workPart timeWork experience placementWork at office
- ...Private Banker Our client, a prestigious international financial institution, is seeking a Private Banker to join their team in Miami. The ideal candidate will have a strong track record in private banking, with experience in business development and relationship management...
- ...in 11 countries that offers specialized services in the management of large fortunes. They are looking for an experienced Private Banker. Location: Miami, Florida, United States Responsibilities Develop and maintain relationships with existing and prospective clients....
- ...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 Coral Gables, Florida. Bilingual Spanish Preferred. PNC is an in...Full timeTemporary workPart timeWork experience placementWork at office
- ...reports 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 placementH1bLocal areaWorldwideFlexible hours
- ...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
- ...Personal Banker Accountable for adhering to the Bank's BSA, AML and Office of Foreign Asset Control (OFAC) applicable policies. Employee must follow specific unit procedures developed in compliance with the policies. Employee is also responsible for reporting any suspicious...Temporary workWork at office
$200k
...Overview Private Bankers at Citi develop and deepen client relationships in order to thoroughly understand the client situation and utilize... ..., or any other characteristic protected by law. If you are a person with a disability and need a reasonable accommodation to use...Full time- Job Title Derivatives Trader (Remote) Location New York, NY; San Francisco, CA; Chicago, IL; Boston, MA; Miami, FL; Washington, DC About T3 Global T3 Global Group, LLC is a comprehensive destination for institutional traders and trading teams aiming to optimize their performance...Full timeRemote workFlexible hours
- ...and loan portfolio, increasing bank revenues, and identifying current and potential business opportunities for the bank. Provide personalized attention to all bank customers in order to provide better service, attract and attain new customers and increase the presence...Work experience placement
- Responsibilities include but are not limited to: Focus on growing existing customer relationships and acquiring new ones through consistent sales execution, lead management, and proactive cross selling. Deliver exceptional customer service in alignment with...
$20.54 - $27.78 per hour
Current staff, faculty/adjunct at Herzing University: l og into UKG and navigate to Menu Myself My Company View Opportunities to apply using the internal application process. Overview: A 40-hour schedule will be determined based on business needs Monday-Friday ...Hourly payWork at officeMonday to FridayAfternoon shift$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...Work at office- ..., fishing, traveling, and trying new restaurants, and is equally committed to maintaining his health through regular exercise and personal wellness. Emmy Iragorri – Chief Recruitment Officer: Time with NM: 7 years. Prior Experience: Background in executive recruiting prior...InternshipWork at officeWork from homeHome officeVisa sponsorshipFlexible hours
- A full-service law firm seeks an associate to join their Financial Industry Group in their New York or Miami office. The ideal candidate must have 3-7 years of substantive syndicated and bilateral lending experience representing investment banks and corporate/commercial...Work 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- ABOUT HUT 8 Imagine the ultimate destination for those who want to work at the cutting edge of technology, energy, and infrastructure. Hut8 is on a mission to build and operate some of the world’s largest data centers for next‑generation computing workloads, including ...Temporary workWork at office
- ...What you’ll do: As the personal coach to our Nation’s military families, you will focus on financial plans that are constantly evolving to pursue short-term and long-term financial goals. You will provide guidance to military families on managing day-to-day finances,...Hourly payTemporary workFor contractorsTraineeshipWork at officeLocal areaHome office
- A leading international law firm and top 100 Am Law firm seeks two associates to join their Corporate Finance Practice Area in their Chicago, New York, Atlanta, Miami, or Dallas offices. Qualified applicants must have 2-5 years of corporate and transactional experience...
- ...referrals and company-generated opportunities. Conduct comprehensive financial reviews and identify clients' financial goals. Develop personalized financial strategies and investment recommendations. Educate clients on retirement planning, wealth management, insurance, and...Base plus commission
$36k - $75k
...Advisor within 24 months or less. 401(k) plan with a 2% company contribution and 6% company match. Work-life balance with vacation, personal time and paid holidays. See our benefits and perks page for details. Applicants for this position must not now, nor at any point...TraineeshipLocal areaHome office- Job Overview A law firm seeks a finance associate with a focus on fund finance and private credit transactions to join its leveraged finance subgroup in Miami, FL. The ideal candidate will have a minimum of four years of relevant experience in fund finance, private credit...
- ...and individuals who are consistent with Pinnacle's market segmentation. Provide distinctive service to clients and prospects, in person and over the telephone. Respond to client inquiries and satisfactorily resolve client issues. Support firm-wide achievement of the...Work at office
$100k
Company Overview We are an established retirement and financial planning firm, working heavily with small businesses and retirees. We believe in a high degree of client service and will go out of our way every time to care for the people that trust and work with us. As...Work at office- ...services firm dedicated to empowering clients to achieve their financial goals. With a commitment to integrity, innovation, and personalized service, we foster a collaborative environment that nurtures professional growth and success. The Opportunity: As a Financial Advisor...
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