Personal Banker - Gate Parkway, Jacksonville FL
GTE Financial
Come join our GTE Financial team! We are looking for a customer-focused individual to join our team. The Member Relationship Officer will ensure members' needs are achieved by conducting a thorough financial assessment and recommending the most appropriate products and services fulfilling the member's immediate and future financial goals. They will assist in generating leads, building new and maintaining existing member relationships while providing a great member experience. What does GTE look for in a Member Relationship Officer? Business Development/Sales: Effective negotiation, sales, and relationship-building skills are a must. Proven success prospecting, building a pipeline, and closing on sales opportunities. Identify, recommend, and sell appropriate GTE Financial products and services to create fully engaged financial relationships. Originate new members through various sources to ensure continued growth for the credit union. Work within a teamwork environment to develop a retention strategy for new and existing members. Generate referrals for credit union services: Investment Insurance Business Services Mortgages Experience: Effective negotiation, sales, and relationship-building skills are a must. Proven success prospecting, building a pipeline, and moving sales opportunities. Professional demeanor with co-workers to build a proactive team environment. Operational: Salesfloor management, by greeting members, directing them to the appropriate areas and ensuring that the member's needs are met. Gather information, analyze facts and educate members on appropriate products/services to provide one-point resolution. Demonstrate sound judgment when deciding on loan applications by reviewing and underwriting in a clear and detailed authorization. Adhere to audit/compliance procedures of the Community Financial Center, while maintaining the highest level of service to our members. Identify risk for credit union losses through observations of transactions involving potentially fraudulent activity. Work in union with the respective Community Development Officers to develop and strengthen relationships within the community and with the community partners (Select Employee Groups). Conduct member financial transactions; includingoriginate, process, and closing any consumer loan products. Mortgages: identifying the right product for the member needs; initializing the process; gathering information for the processors and underwriters; establishing follow-up with internal partners and member(s); providing a good member experience throughout the process. Observe Credit Union guidelines, policies, and procedures to adhere to compliance regulations, and security standards. Ensure the completion of regulatory compliance and training specific to sales and service responsibilities for staff. Exhibit a desire for continuous education to ensure personal growth and achievement to better serve our members. Participate in meetings, conference calls, and events as assigned Must demonstrate functional knowledge of the Bank Secrecy Act in addition to other Federal laws, including but not limited to the U.S. Patriot Act, Office of Foreign Assets & Control, Anti-Money Laundering, Right to Financial Privacy Act, and the Bank Bribery Act Qualify for NMLS registration according to the Safe Act. Required Qualifications: High school diploma or equivalent from an accredited institution. Some college preferred. 1-2 years of previous experience in the financial industry or related field or a combination of education and experience. Bilingual preferred (English/Spanish). Position Details: Location: Community Financial Center Hours: Monday - Friday (9:00 am to 5:00 pm) Full-time hours are required, with additional hours as necessary to accomplish objectives, goals, and projects. Come and join our award-winning team! GTE Financial is an Equal Opportunity Employer. Note: The above statements describe the general nature and level of the work being performed and are not an exhaustive list of all responsibilities of an employee in this job. GTE Reserves the right to revise or change job duties at any time as directed by management. Furthermore, they do not establish a contract for employment and are subject to change at the discretion of the employer. #J-18808-Ljbffr GTE Financial
- ...compliance and training specific to sales and service responsibilities for staff. Exhibit a desire for continuous education to ensure personal growth and achievement to better serve our members. Participate in meetings, conference calls, and events as assigned Must...SuggestedFull timeContract workWork at officeImmediate startMonday to Friday
- ...us! About this role: Wells Fargo is seeking an Associate Personal Banker (SAFE) to join our National Branch. In this frontline role,... ...Posting Location: ~ SAN JOSE 6530 St Augustine Rd JACKSONVILLE, FL Posting End Date: 13 Nov 2026 *Job posting may come down...SuggestedFull timeWork experience placementFlexible hours
$58.44k
This position will provide personal financial services at assigned military installations. Primary responsibilities include the full... ...General Job Information Title: Personal Financial Counselor; Jacksonville, FL Grade24 Work Experience - RequiredFinancial Counseling...SuggestedContract workTemporary workWork experience placementWork at office- ...Insurance Company (Western & Southern Life), a member of Western & Southern Financial Group, a Fortune 500® company. Location Jacksonville, FL Role Overview As a Financial Representative, you will work with current and prospective clients in your community to understand...SuggestedFull time
- ...next step? 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....SuggestedWork experience placementWork at office
- Financial Center Manager Associate - Jacksonville, FL (Central)### Financial Center Manager Associate - Jacksonville, FL (Central)Apply: Jacksonville... ...Needs Assessment (FNA) and are assigned to the best banker for proactive ongoing support* Learn how to source, develop,...Full timeWork at office
- PNC is seeking a Senior Personal Banker in Naples, FL to acquire and deepen the branch customer base and deliver financial solutions. You will lead proactive sales conversations, educate customers on PNC options, and collaborate with ecosystem partners to grow wallet share...
- ...engage face-to-face with your clients, providing mentorship and personalized planning, while helping expand the reach of the firm's brand.... ...from hiring and/or associating with individuals with certain Criminal Histories.SummaryLocation: Jacksonville, FLType: Full timeFull time
- ...Morgan Wealth Management - Private Client Investment Associate - Jacksonville, FL Job Information Job Identification 210722223 Job Category... ...customers through a range of financial services, including personal banking, credit cards, mortgages, auto financing, investment...Full time
$29.75 - $44.5 per hour
...Small Business Banker II Work Location: Jacksonville, Florida, United States of America Hours: 40 Pay Details: $29.75 - $44.50 USD TD is committed... ...specific details for this role. Line of Business: Personal & Commercial Banking Job Description: The Small...Work at officeLocal areaWork from homeFlexible hours- National Financial Solutions Advisor (NFSA I) At Bank of America, we're creating real, meaningful relationships with individuals and businesses across the country. Each day, we connect with 67 million clients through a growing specialist workforce and our world-class...Shift workDay shift
- Equitable Advisors in Jacksonville, FL seeks a Financial Professional for its Retirement Benefits Group. You will engage clients, educate them on products, and implement tailored financial solutions within communities such as schools and municipalities. The role includes...
- Miller Electric Company in Jacksonville, FL is seeking an Operational Finance Associate to review new job information for accuracy, alignment with guardrails, and to advise project management. This in-office role emphasizes structured processes and error-free work to support...Work at office
- ...Wells Fargo is seeking a Relationship Banker (SAFE) to join our National Branch Network... ...setting clear expectations, and taking personal ownership to convert qualified... ...Locations: ~9580 Regency Square Blvd, JACKSONVILLE, FL 32225-8158 ~11415 Beach Blvd, JACKSONVILLE...Full timeTemporary workWork experience placementImmediate start
- ...rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Those laws and regulations may restrict Fidelity from hiring and/or associating with individuals with certain Criminal Histories.SummaryLocation: Jacksonville, FLType: Full timeFull timeLocal area
$100k
...with a whole new level of relaxation for their futures. Unlike most advisors, we go beyond the traditional focus of our clients’ personal and financial lives by considering a more important aspect of their financial picture: their profession. Responsibilities Identify...Permanent employmentFull timeWork at officeLocal area- ...the company’s success. As a Relationship Banker Business Specialist within PNC's Retail... ...organization, you will be based in Jacksonville, FL at the Skinner Lake branch (10060 Skinner... ...equal employment opportunity to qualified persons regardless of race, color, sex,...Full timeTemporary workPart timeWork experience placementWork at officeShift work
- A leading financial services firm is seeking a Relationship Banker in Jacksonville, FL. The role involves building and managing client relationships, delivering excellent service, and using financial technology solutions. Candidates should have retail banking experience...
- ...respected, valued and have an opportunity to contribute to the company’s success. As a Personal Banker Senior within PNC's Retail Banking organization, you will be based in Naples, FL. PNC is an in-office company that fosters a supportive culture where employees can...Full timeTemporary workPart timeWork experience placementWork at office
- Bank of America is seeking a client-focused professional to serve as the first point of contact for financial center clients in Jacksonville. You will deepen client relationships, guide customers through self-service options, and coordinate with specialists to provide...
- Regions Financial Corporation in Jacksonville, FL seeks a Senior Small Business Relationship Banker to meet customers in person and by phone, identifying financial needs and offering Regions products to meet those needs for small business clients with revenues up to $5...
- Regions Bank is seeking a Relationship Banker II in Jacksonville, FL to meet with customers and prospects to determine financial needs and offer suitable products and guidance to achieve their goals. This role focuses on growth, development, and upward mobility within retail...
- SouthState Bank, N.A. is seeking a Universal Banker in Jacksonville, FL to serve as a single point of contact for customers in-branch. The role blends teller and FSR duties to support transactional and account management needs while expanding customer relationships. The...
- Truist in Jacksonville, FL is seeking a service-focused team member to provide timely client transactions, accurate records, and comprehensive money handling. You will deliver superior service while uncovering clients' financial needs and supporting outbound outreach....Weekend work
- ...Wealth is seeking a full-time, on-site Financial Advisor in the Jacksonville metro area of Florida. You will meet with clients to assess... ...situations, clarify short- and long-term goals, and develop personalized financial plans. Daily responsibilities include analyzing investments...Full timeTemporary work
- PNC Financial Services Group, Inc. in Jacksonville, FL is seeking a Relationship Banker Business Specialist to acquire and expand consumer and business banking opportunities under 2MM in sales revenue. Based at the Skinner Lake branch, you will lead proactive lead generation...
$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- ...and beyond - we are known for combining personal relationships with forward-thinking solutions... ...here! SUMMARY/OBJECTIVES The Universal Banker serves as a full service, single point... .... Work Location: 3293 Hodges Blvd Jacksonville, Florida 32224 Equal Opportunity Employer...
$50k - $80k
...near military installations. What Our Financial Advisors Do Personal coach to military families with an evolving financial plan. Help... ...Type Full‑time Job Function Finance and Sales Location: Jacksonville, FL Salary: $50,000.00-$80,000.00 Referrals increase your chances...Hourly payMinimum wageFull timeFor contractorsInternshipWork at officeLocal areaHome office- ...Training Provided (Hybrid)Locations: Raleigh, NC Boca Raton, FL, Jacksonville, FL, Fairfield, CT. Job Type: Contract | HybridAbout UsFlorida... ...opportunities.Work in a hybrid capacity (remote + in-person meetings/training).Optional Investment & Advisory Services (ESI...Contract workWork at officeRemote workFlexible hours
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