Personal Banker
Valley National Bancorp
Job Responsibilities 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.
- ...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...SuggestedTemporary workFlexible hours
- ...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
$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
- ...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...SuggestedWork experience placementH1bLocal areaWorldwideFlexible hours
- ...culture where all of our employees feel respected, valued 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 Flagler & 79th Street Branch...Full timeTemporary workPart timeWork experience placementWork at office
- ...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....
- ...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...
- ...Personal Banker At 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...Full timeTemporary workPart timeWork experience placementWork at office
- ...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...
- ...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...
- ...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
- 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
- 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...
- ...Bankers Life® Financial Advisors help clients live more and worry less through personalized financial planning. They are business owners who acquire clientele and find financial solutions with help from industry-leading training, mentors, and products. As a Financial Advisor...Work at officeFlexible hours
- ...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...
- ...communication and progress tracking Financial Strategy Development: Understand clients' financial objectives and risk tolerance to devise personalized strategies, offering clear recommendations and guidance Product and Service Consultation: Discuss financial products and...Work experience placementWork at officeLocal areaFlexible hours
- A financial services firm is seeking a remote CFP Wealth Advisor to manage financial planning, investment guidance, and wealth management services. The role offers a steady stream of new advisory prospects and includes fully digital client onboarding. The ideal candidate...Remote work
$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- 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...
$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- ...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
$20.54 - $27.78 per hour
Overview: A40-hourschedule will bedeterminedbased on business needs Monday-Friday between 8:00am and 5:00pm with one later shift, scheduled scheduled until 6pm. There will be the occasional need for weekend hours. The Financial Aid Advisor supports Herzing University’s...Hourly payWork at officeMonday to FridayAfternoon shift- ..., 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
$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
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