Teller/Customer Service
Bank teller job in Melbourne, FL
At Space Coast Credit Union (SCCU), our members are at the heart of everything we do. Since 1951, we've been committed to delivering financial services founded on integrity and a people-first philosophy.
As a Member Service Specialist (Teller/Customer Service) in our Viera Branch, you will deliver exceptional service by assisting members with deposits, loans, and new account processing. You will assess member needs, provide tailored recommendations for SCCU products, and resolve any issues efficiently.
Why Join SCCU?
Member-Focused Mission: Be part of a not-for-profit organization that reinvests in its members.
Flexible Schedule Options
Career Growth: We prioritize internal promotions and offer on-the-job training.
Member Service Specialist positions are eligible for a promotion at 12 months.
Member Service Specialist Key Responsibilities
Consistently demonstrates effective sales and service skills by meeting established goals.
Consults with members regarding SCCU products and services and recommends additional offerings to meet member needs.
Periodically serves as floor manager to assess walk-in member's needs. Directs them to the appropriate information source while ensuring maximum lobby efficiency, and minimizing member waiting time.
Performs all aspects of transactions, including deposits, withdrawals, payments, and the sale of monetary instruments to provide complete member service.
Balances cash, monetary instruments, and daily work accurately to ensure member account integrity.
Services existing deposit and loan accounts, assists members with transactions and account maintenance to meet and exceed their expectations.
Masters and effectively utilizes the computer terminal and online system, and all required commands, including general ledger fee and transaction codes, to produce error-free work.
Member Service Specialist Requirements
6+ months of customer service and/or cash handling experience preferred.
High School Diploma or equivalency
Member Service Specialist Compensation
Starting Salary: $17.46 - $18.50/hour
Bonus Opportunity: Eligible for ONE SCCU Annual Bonus.
SCCU Benefits
Health & Wellness: Medical, dental, and vision insurance, plus an Employee Assistance Program.
Financial Perks: 401(k) match (5%), HSA match, and SCCU-paid insurance (short/long-term disability, life insurance).
Education Support: Tuition reimbursement after one year of service.
Generous Time Off: 20+ days of PTO, birthday PTO, and 11 federal holidays.
Exclusive Discounts: Lower rates on loans, credit cards, and no fee SCCU accounts!
Schedule:
Full Time during Branch hours of operation:
Monday - Friday 7:45am - 6:15pm.
Saturdays, Alternating on Rotation, 8:45am - 1:15pm.
About SCCU
Since 1951, Space Coast Credit Union (SCCU) has proudly served our community, growing to over 685,000 members and managing $9 billion in assets. With 67 branches spanning Florida's east coast, we are the third-largest credit union in the state. In 2025, we expanded into Orange County to better serve the growing East Orlando market.
As a not-for-profit financial institution, SCCU is dedicated to putting our members first. Unlike traditional banks, we return profits to our members through better rates, lower fees, and enhanced services. While we offer the same financial products-like checking, savings, and loans-our focus remains on empowering our members and supporting their financial well-being. With local decision-making and a commitment to exceptional service, we strive to make a meaningful difference in the lives of those we serve.
At SCCU, we also prioritize our team members by fostering a supportive and collaborative environment that encourages career growth and development. As we continue to grow, we are seeking talented, member-focused professionals to join our team and help deliver innovative financial solutions and outstanding service.
I UNDERSTAND this application a legal document for purposes of your employment. Upon acceptance of an offer with SCCU, I UNDERSTAND that I will be required to complete background, employment verifications, and drug screening. I UNDERSTAND further that any misstatements or omissions in this application and pre-employment process can be considered falsification and will result in a decision not to hire me, or to discharge me if discovered after I am hired. I UNDERSTAND that the information requested regarding date of birth, race and sex is for the sole purpose of gathering the above information accurately, and will not be used to discriminate against me in violation of any law. In compliance with federal law, all persons hired will be required to verify identity and eligibility to work in the United States and to complete the required employment eligibility verification document form upon hired.
SCCU is a drug-free workplace. I understand that as a condition of my employment, I will be required to submit to any testing for the presence of drugs, and to submit to any procedure to assess my qualifications for employment. If hired, I ALSO AGREE that if I am hired, my employment is for no definite time and may be terminated at any time without prior notice.
Part Time Associate Banker Space Coast Central (30 Hours)
Bank teller job in Rockledge, FL
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 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-edge financial technology combined with friendly and attentive service. Your role at Chase will significantly contribute to the branch's success by delivering exceptional client experiences. You will build trusted relationships with clients, sharing product knowledge and solutions and introducing them to our team of experts - helping clients achieve their financial goals.
Job Responsibilities
Create a welcoming environment by delivering attentive and friendly service by greeting clients as they enter the branch, making them feel appreciated, managing lobby traffic, checking clients into the waiting queue, and scheduling/canceling client meetings.
Exceed client expectations while assisting with day-to-day transactions as well as open new accounts, while complying with all policies, procedures, and regulatory and banking requirements.
Educate clients on how the usage of technology self-service options such as leveraging the Chase Mobile App, Chase.com, and ATMs can help them with their banking needs whenever, wherever, and however they want.
Build meaningful relationships with clients by actively listening, asking thoughtful questions, demonstrating empathy, and sharing product knowledge and solutions - introducing them to our team of experts to help achieve their financial goals.
Perform branch operations, which may include managing cash devices such as the cash vault, ATM, or others while adhering to all bank policies and procedures.
Required Qualifications, Capabilities, and Skills
Ability to put clients first and exceed their expectations - delivering attentive and friendly service, creating a welcoming environment.
Ability to build trusted relationships - demonstrating genuine care and concern during interactions with clients.
Ability to engage clients - communicating clearly and politely to understand and help, anticipating client needs.
Ability to quickly and effectively resolve client issues with attention to detail - providing a consistent client experience.
Ability to elevate the client experience - working collaboratively as a team to deliver seamless service with care and sincerity.
Ability to quickly and accurately learn products, services, and procedures.
Client service experience or comparable experience.
High school diploma or GED equivalent.
Preferred Qualifications, Capabilities, and Skills
Strong desire and ability to influence, educate, and connect customers to technology solutions.
Cash handling experience.
Auto-ApplyCustomer Service Teller (Orlando International Airport)
Bank teller job in Orlando, FL
Currency Exchange International (CXI) is a Money Service Business based in Orlando, Florida.
Currency Exchange International, Corp. is a publicly traded company on the Toronto Stock Exchange (CXI) and OTC (CURN). CXI provides a wide range of foreign exchange services to customers in both the United States and in Canada. CXI's primary business channels to service customers are through its company-owned branch locations and foreign exchange partnerships with financial institutions and corporations. CXI has been providing global payment solutions for clients that span wide-ranging industries. As one of North America's leading foreign exchange wholesalers, CXI can provide personalized and efficient service, competitive rates, as well as a number of settlement options. Visit our website to explore Life at CXI: ***************************************
Our Value Statement: We help our clients identify and create foreign exchange solutions, delivering a best practices approach through unparalleled customer service and integrated technology to create significant financial and operational efficiencies.
Our Values:
Customer First -
We earn the right to be our clients' first choice.
Integrity
-
We hold ourselves to the highest standard to build trust.
Collaborative
-
We always win as a team.
Innovative
-
We find new methods to deliver change and advance technology to the industry.
Passionate
-
We are driven to be the best in class.
Currency Exchange International is looking for a Part-Time Teller to join their team at the Orlando International Airport Branch located in Orlando, FL.
Tellers are the face of our company and represent us in the community. It is important while working in our high tourist attractive areas (malls and airports) that you keep a positive and professional attitude at all times and that our customers receive the highest quality of service.
Ideal Applicant: We are looking for highly motivated individuals who are committed to the success of the team. Individuals who can deliver a consistently high level of customer-satisfying products and services.
Qualifications and Skills:
Ability to work independently
Basic computer knowledge
Problem solving capabilities
Strong customer service skills
Detail-oriented and organized
Strong listening and verbal communication skills
Cash handling skills with high degree of accuracy
Our Competencies:
Action Oriented
Effective Communication
Nimble Learning
Optimizing Work Processes
Situational Adaptability
Functional Skills
Schedule:
Approximately 10- 20 hours per week
Availability needed: Weekdays/Weekends, Evenings, Holidays
Benefits:
Commute Reimbursement - CXI will pay the toll, bus or metro cost in and out of work
401K Plan - After 1 year of employment, CXI will match up to 4%
Tuition Assistance - After completing 90 days of employment, CXI offers tuition assistance for part-time employees *conditions apply*
Holiday Pay - After completing 90 days of employment, CXI offers additional pay for select holidays
Sick Time - After completing 90 days of employment, CXI will pay sick/personal pay (1 hour of sick/personal time for every 30 hours worked - which may equal to an annual accrual of 40 hours)
Currency Exchange International is an Equal Opportunity Employer that does not discriminate on the basis of actual or perceived race, religion, color, sex (including pregnancy and gender identity), sexual orientation, parental status, national origin, age, disability, family medical history or genetic information, political affiliation, military service, any other non-merit based factor or any other characteristic protected by applicable federal, state or local laws. Our leadership team is dedicated to this policy with respect to recruitment, hiring, placement, promotion, transfer, training, compensation, benefits, employee activities and general treatment during employment. If you'd like more information about your EEO rights as an applicant under the law, please visit *****************************************
Auto-ApplyTeller Part Time 20hrs - Lansing Square Branch, Melbourne FL
Bank teller job in Melbourne, FL
Why Wells Fargo:
Are you looking for more? Find it here. At Wells Fargo, we're more than a financial services leader - we're a global trailblazer committed to driving innovation, empowering communities, and helping our customers succeed. We believe that a meaningful career is much more than just a job - it's about finding all of the elements to help you thrive, in one place. Living the Well Life means you're supported in life, not just work. It means having robust benefits, competitive compensation, and programs designed to help you find work-life balance and well-being. You'll be rewarded for investing in your community, celebrated for being your authentic self, and empowered to grow. And we're recognized for it - Wells Fargo once again ranked in the top three - making us the #1 financial services employer - on the 2025 LinkedIn Top Companies list of best workplaces “to grow your career” in the U.S. Join us!
About this role:
Wells Fargo is seeking a Teller in our Consumer, Small & Business Banking division, as a part of our National Branch Network. You are part of the fabric of the local community, helping provide the financial service backbone for its residents, employees and local businesses. If you enjoy working with people, then this is a great role for you with tremendous opportunity to establish your career here at Wells Fargo for years to come. Find out why we're the #1 financial services company to grow YOUR career. Apply today.
In this role you will:
Support customer engagement by processing teller transactions, sharing digital solutions, and making appropriate introductions to bankers
Complete operational activities while minimizing risks under established policies
Perform routine transactional, operational, and customer support tasks efficiently through knowledge of bank procedures and products, as well as partners across the organization
Receive direction from managers and exercises judgment within defined policies and procedures
Escalate questions and issues to more experienced roles
Interact with customers and individuals to demonstrate care, build relationships, and complete requested transactions
Identify information and services to meet customers financial needs
Required Qualifications:
6+ months of interacting with customers experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education
Desired Qualifications:
Customer service focus with experience handling complex transactions across multiple systems
Ability to educate and connect customers to technology and share the value of mobile banking options
Ability to interact with integrity and professionalism with customers and team members
Experience working with others on a team to meet customer needs
Cash handling experience
Ability to follow policies, procedures, and regulations
Ability to identify potential fraud/risky accounts and take appropriate action to prevent loss
Well-organized, independent and able to prioritize in a fast-paced environment
Ability to exercise judgment, raise questions to management, and adhere to policy guidelines
Relevant military experience including working in personnel benefits management, processing military personnel orders or transitions, wartime readiness operations, human resources or military recruiting
Proficient with proactively sourcing, acquiring, building, and maintaining relationships with customers and colleagues
Job Expectations:
Ability to work a schedule that may include most Saturdays
This position is not eligible for Visa sponsorship
Posting Location(s):
Lansing Square Branch - 2205 N Wickham Rd MELBOURNE, FL 32935
Posting End Date:
4 Jan 2026
*Job posting may come down early due to volume of applicants.
We Value Equal Opportunity
Wells Fargo is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, status as a protected veteran, or any other legally protected characteristic.
Employees support our focus on building strong customer relationships balanced with a strong risk mitigating and compliance-driven culture which firmly establishes those disciplines as critical to the success of our customers and company. They are accountable for execution of all applicable risk programs (Credit, Market, Financial Crimes, Operational, Regulatory Compliance), which includes effectively following and adhering to applicable Wells Fargo policies and procedures, appropriately fulfilling risk and compliance obligations, timely and effective escalation and remediation of issues, and making sound risk decisions. There is emphasis on proactive monitoring, governance, risk identification and escalation, as well as making sound risk decisions commensurate with the business unit's risk appetite and all risk and compliance program requirements.
Candidates applying to job openings posted in Canada: Applications for employment are encouraged from all qualified candidates, including women, persons with disabilities, aboriginal peoples and visible minorities. Accommodation for applicants with disabilities is available upon request in connection with the recruitment process.
Applicants with Disabilities
To request a medical accommodation during the application or interview process, visit Disability Inclusion at Wells Fargo.
Drug and Alcohol Policy
Wells Fargo maintains a drug free workplace. Please see our Drug and Alcohol Policy to learn more.
Wells Fargo Recruitment and Hiring Requirements:
a. Third-Party recordings are prohibited unless authorized by Wells Fargo.
b. Wells Fargo requires you to directly represent your own experiences during the recruiting and hiring process.
Auto-ApplyClient Relations and Sales Representative
Bank teller job in Orlando, FL
BiFulco Medical Group
Hiring Company: BiFulco Medical Group
Office Specialty: Life Care Planner, Physician Expert Witnesses & PM & R Patient Care
Department: Client Relations Department
Job Location: Orlando, FL
Main Office: Tampa, FL
Job Status: Full Time
BiFulco Medical Group (BMG) is a leader in physician authored life care plans. BMG provides an integrated approach of both patient medical services and litigation support services by providing objective life care plans, quantifying traumatic injuries, and provides expert witness services. The company's genuine and caring approach not only plays a part in restoring patient's health, but also aids in restoring hope after an injury.
BMG is a fast growing business, with both medical and legal focus. We are seeking a professional who will be responsible for organizing permanent medical records related to a medical office, working alongside the case management team, and engaging in constant communication with patients and clients, while always demonstrating a genuine passion for helping patients.
Job Description
We are looking for an experienced Client Relations Representative who is positive, hardworking, detail oriented, and takes pride in their work. The position's focus will be to build up client base, maintain existing client relationships, and revive inactive customers.
As part of the Client Relations team you will be required to know and articulate the company's professional services in Life Care Plans (LCP), Physical Lead Expert Witness and other related products based on the projected and future medical costs for ill or injured patients.
You will be required to conduct market research, draft status reports, communicate with law firms and injured patients, conduct questionnaires, travel and learn about physician patient visits, medical billing, depositions and trails. You will also be required to attend conferences, maintain accurate and complete record-keeping, and participate in additional projects and tasks.
Generate new sales opportunities via phone, email or other electronic communication. Respond to client requests. Coordinate with other departments in handling cases, scheduling meeting, follow-up and overall providing outstanding service to clients.
Develop new clients and relationships in the legal and medical fields.
Help develop and implement strategic marketing and sales plans
Cold call to prospective clients and inactive accounts, as well as maintain your client base
Manage and maintain CRM database of prospects
Facilitate client meetings: both in person and/or remotely using current online presentation applications(Skype for Business, Join.Me)
Report weekly sales metrics and forecasts
Develop market analysis to identify new clients
Stay current with client needs, competition, and industry trends
Deliver sales presentations/proposals to prospective clients with a successful closing rate
Develop and manage client & agency relationships
Manage projects to ensure completion on time
Assisting with sales/marketing and advertising campaigns
Maintain a strong working knowledge of the company, services and market through research, self-education, conferences, attending witness testimonies and training sessions.
Maintain active participation and membership in networking organizations
Qualifications
Required Education:
A minimum of an equivalent two-year Associate's, degrees in related medical field is preferred
Two years or more experience in sales and marketing experience
Requirements:
Must have reliable transportation and cell phone
Must live in the Orlando, FL area
Must have a passion in reaching out and visiting clients
Proven Marketing and Sales experience, with minimum two years of experience.
Experience in setting up and managing social media accounts; to include: LinkedIn,
Facebook, Snapchat
Ability to work independently and autonomously.
Exhibit strong skills in time management, flexibility, multi-tasking, and resource management
Strong oral, phone and written communications skills, with the ability to listen and apply
highly focused attention to detail.
Exceptional interpersonal skills and patient focus, with the ability to display a caring demeanor during frequent communications.
Strong team player skills with the ability to work harmoniously in an evolving work environment.
Rapid learner with the ability to grasp new concepts, processes and protocols.
Proficient in technology, social media, business software, Microsoft Office 365, Microsoft Word, Microsoft Excel, Microsoft Outlook, SharePoint, Microsoft Lync, and Adobe PDF. Also, being knowledgeable in the development of spreadsheets and documents.
Experience with cloud services for online file management, including uploading files.
Additional Information
Local candidates only in the Orlando, FL area
Must have reliable transportation and cell phone
All your information will be kept confidential according to EEO guidelines.
You Tell Us!
Bank teller job in Orlando, FL
About Us
Design Interactive, Inc. is an innovative leader in human performance-enhancing technology, serving industries like military, first responders, and medical personnel. We specialize in cutting-edge solutions, including augmented reality (AR), virtual reality (VR), artificial intelligence (AI), and data-driven training systems to improve decision-making, performance, and safety.
Our mission is to advance human performance through groundbreaking technology and research, helping organizations achieve greater efficiency, safety, and effectiveness.
We are committed to fostering an inclusive and diverse workplace where every individual feels valued and respected. We provide equal employment opportunities to all candidates regardless of race, color, religion, sex, sexual orientation, gender identity, national origin, age, disability, veteran status, or any other legally protected characteristic.
You Tell Us: Build Your Future with Us
Think you've got what it takes to make an impact but don't see the perfect role listed? We want to hear from you!
We're always looking to connect with innovative minds, especially those passionate about shaping the future of AI, AR/VR, data-driven systems, and cutting-edge tech solutions. If you're driven by challenges and thrive on solving complex problems, tell us your story.
What We're Interested In:
Tech Innovators: From Machine Learning Engineers to AR/VR specialists, we're open to forward-thinking talent ready to push boundaries.
Data Scientists & Analysts: Individuals who love digging deep into data and transforming insights into action.
Software Developers: Whether it's building complex models or refining user experiences, we value those who turn concepts into reality.
Creative Thinkers & Problem-Solvers: If you excel at finding new solutions to tough challenges, let's talk.
What to Include:
Your resume showing how you'd like to contribute to our mission.
Highlight your skills, experiences, and any innovative projects you've led or contributed to.
If you have a portfolio, project summaries, or unique insights, share them!
Why Connect with Us?
Purpose-Driven Work: Contribute to projects that support military readiness, save lives, and shape the future of human performance.
Empowered Culture: We value autonomy, initiative, and tangible results.
Flexibility: Enjoy a 9/80 work schedule, paid holidays, and supportive benefits.
Growth Opportunities: Be part of a company that encourages development and growth.
Because this is for a government-contracted project, we are currently only accepting U.S. Citizens as candidates.
Equal Employment Opportunity (EEO) Statement
We are committed to fostering an inclusive and diverse workplace where every team member feels valued and respected. We encourage applications from candidates of all backgrounds, experiences, and abilities, including those from underrepresented communities in technology.
Ready to Make an Impact?
Submit your resume and tell us how you see yourself contributing to our team. Even if the right role isn't open today, it might be tomorrow.
Teller Full Time 40hrs - Lansing Square Branch, Melbourne FL
Bank teller job in Melbourne, FL
Why Wells Fargo: Are you looking for more? Find it here. At Wells Fargo, we're more than a financial services leader - we're a global trailblazer committed to driving innovation, empowering communities, and helping our customers succeed. We believe that a meaningful career is much more than just a job - it's about finding all of the elements to help you thrive, in one place. Living the Well Life means you're supported in life, not just work. It means having robust benefits, competitive compensation, and programs designed to help you find work-life balance and well-being. You'll be rewarded for investing in your community, celebrated for being your authentic self, and empowered to grow. And we're recognized for it - Wells Fargo once again ranked in the top three - making us the #1 financial services employer - on the 2025 LinkedIn Top Companies list of best workplaces "to grow your career" in the U.S. Join us!
About this role:
Wells Fargo is seeking a Teller in our Consumer, Small & Business Banking division, as a part of our National Branch Network. You are part of the fabric of the local community, helping provide the financial service backbone for its residents, employees and local businesses. If you enjoy working with people, then this is a great role for you with tremendous opportunity to establish your career here at Wells Fargo for years to come. Find out why we're the #1 financial services company to grow YOUR career. Apply today.
In this role you will:
* Support customer engagement by processing teller transactions, sharing digital solutions, and making appropriate introductions to bankers
* Complete operational activities while minimizing risks under established policies
* Perform routine transactional, operational, and customer support tasks efficiently through knowledge of bank procedures and products, as well as partners across the organization
* Receive direction from managers and exercises judgment within defined policies and procedures
* Escalate questions and issues to more experienced roles
* Interact with customers and individuals to demonstrate care, build relationships, and complete requested transactions
* Identify information and services to meet customers financial needs
Required Qualifications:
* 6+ months of interacting with customers experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education
Desired Qualifications:
* Customer service focus with experience handling complex transactions across multiple systems
* Ability to educate and connect customers to technology and share the value of mobile banking options
* Ability to interact with integrity and professionalism with customers and team members
* Experience working with others on a team to meet customer needs
* Cash handling experience
* Ability to follow policies, procedures, and regulations
* Ability to identify potential fraud/risky accounts and take appropriate action to prevent loss
* Well-organized, independent and able to prioritize in a fast-paced environment
* Ability to exercise judgment, raise questions to management, and adhere to policy guidelines
* Relevant military experience including working in personnel benefits management, processing military personnel orders or transitions, wartime readiness operations, human resources or military recruiting
* Proficient with proactively sourcing, acquiring, building, and maintaining relationships with customers and colleagues
Job Expectations:
* Ability to work a schedule that may include most Saturdays
* This position is not eligible for Visa sponsorship
Posting Location(s):
* Lansing Square Branch - 2205 N Wickham Rd MELBOURNE, FL 32935
Posting End Date:
4 Jan 2026
* Job posting may come down early due to volume of applicants.
We Value Equal Opportunity
Wells Fargo is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, status as a protected veteran, or any other legally protected characteristic.
Employees support our focus on building strong customer relationships balanced with a strong risk mitigating and compliance-driven culture which firmly establishes those disciplines as critical to the success of our customers and company. They are accountable for execution of all applicable risk programs (Credit, Market, Financial Crimes, Operational, Regulatory Compliance), which includes effectively following and adhering to applicable Wells Fargo policies and procedures, appropriately fulfilling risk and compliance obligations, timely and effective escalation and remediation of issues, and making sound risk decisions. There is emphasis on proactive monitoring, governance, risk identification and escalation, as well as making sound risk decisions commensurate with the business unit's risk appetite and all risk and compliance program requirements.
Candidates applying to job openings posted in Canada: Applications for employment are encouraged from all qualified candidates, including women, persons with disabilities, aboriginal peoples and visible minorities. Accommodation for applicants with disabilities is available upon request in connection with the recruitment process.
Applicants with Disabilities
To request a medical accommodation during the application or interview process, visit Disability Inclusion at Wells Fargo.
Drug and Alcohol Policy
Wells Fargo maintains a drug free workplace. Please see our Drug and Alcohol Policy to learn more.
Wells Fargo Recruitment and Hiring Requirements:
a. Third-Party recordings are prohibited unless authorized by Wells Fargo.
b. Wells Fargo requires you to directly represent your own experiences during the recruiting and hiring process.
Teller/MSR
Bank teller job in Orlando, FL
Job Description
Come join the McCoy Federal Credit Union team, a credit union that CARES about the community we serve! If you want to be part of a growing community credit union, we have full-time career opportunities just waiting for enthusiastic people like you!
We have 15 locations serving Lake, Seminole, Osceola and Orange County!
Please note, not all locations have availability.
This is an in person position
$15.00 per hour starting wage (with opportunities to advance)
No late nights
No Saturday or Sunday hours
No experience necessary, we train you!
We offer many benefits to include:
Health Insurance
Dental Insurance
Long Term Disability Insurance
Life and AD&D plans
The above are zero monthly premium for employee coverage, dependent coverage is available for health and dental plans at an affordable rate.
Additional perks include:
401k program with matching benefits after 6 months
Paid training
Paid holidays
Paid Time Off
Care Center to treat sniffles to chronic conditions
The ideal candidate must:
Demonstrate a professional appearance and personality at all times.
Care about providing outstanding service to our members!
Be comfortable handling large sums of cash.
Maintain a high level of accuracy and privacy in dealing with members.
Qualifications:
High school diploma.
Strong computer skills required.
Cash handling a plus!
Remember an application is a reflection of who you are and also McCoy's first impression of you. In order to have your application considered for employment it should be complete, accurate and professional. Prior to submitting, take the time to review the application to ensure it is an accurate reflection of you.
Powered by ExactHire:185767
Part Time Associate Banker Treasure Coast North (30 Hours)
Bank teller job in Vero Beach, FL
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 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-edge financial technology combined with friendly and attentive service. Your role at Chase will significantly contribute to the branch's success by delivering exceptional client experiences. You will build trusted relationships with clients, sharing product knowledge and solutions and introducing them to our team of experts - helping clients achieve their financial goals.
**Job Responsibilities**
+ Create a welcoming environment by delivering attentive and friendly service by greeting clients as they enter the branch, making them feel appreciated, managing lobby traffic, checking clients into the waiting queue, and scheduling/canceling client meetings.
+ Exceed client expectations while assisting with day-to-day transactions as well as open new accounts, while complying with all policies, procedures, and regulatory and banking requirements.
+ Educate clients on how the usage of technology self-service options such as leveraging the Chase Mobile App, Chase.com, and ATMs can help them with their banking needs whenever, wherever, and however they want.
+ Build meaningful relationships with clients by actively listening, asking thoughtful questions, demonstrating empathy, and sharing product knowledge and solutions - introducing them to our team of experts to help achieve their financial goals.
+ Perform branch operations, which may include managing cash devices such as the cash vault, ATM, or others while adhering to all bank policies and procedures.
**Required Qualifications, Capabilities, and Skills**
+ Ability to put clients first and exceed their expectations - delivering attentive and friendly service, creating a welcoming environment.
+ Ability to build trusted relationships - demonstrating genuine care and concern during interactions with clients.
+ Ability to engage clients - communicating clearly and politely to understand and help, anticipating client needs.
+ Ability to quickly and effectively resolve client issues with attention to detail - providing a consistent client experience.
+ Ability to elevate the client experience - working collaboratively as a team to deliver seamless service with care and sincerity.
+ Ability to quickly and accurately learn products, services, and procedures.
+ Client service experience or comparable experience.
+ High school diploma or GED equivalent.
**Preferred Qualifications, Capabilities, and Skills**
+ Strong desire and ability to influence, educate, and connect customers to technology solutions.
+ Cash handling experience.
Chase is a leading financial services firm, helping nearly half of America's households and small businesses achieve their financial goals through a broad range of financial products. Our mission is to create engaged, lifelong relationships and put our customers at the heart of everything we do. We also help small businesses, nonprofits and cities grow, delivering solutions to solve all their financial needs.
We offer a competitive total rewards package including base salary determined based on the role, experience, skill set and location. Those in eligible roles may receive commission-based pay and/or discretionary incentive compensation, paid in the form of cash and/or forfeitable equity, awarded in recognition of individual achievements and contributions. We also offer a range of benefits and programs to meet employee needs, based on eligibility. These benefits include comprehensive health care coverage, on-site health and wellness centers, a retirement savings plan, backup childcare, tuition reimbursement, mental health support, financial coaching and more. Additional details about total compensation and benefits will be provided during the hiring process.
We recognize that our people are our strength and the diverse talents they bring to our global workforce are directly linked to our success. We are an equal opportunity employer and place a high value on diversity and inclusion at our company. We do not discriminate on the basis of any protected attribute, including race, religion, color, national origin, gender, sexual orientation, gender identity, gender expression, age, marital or veteran status, pregnancy or disability, or any other basis protected under applicable law. We also make reasonable accommodations for applicants' and employees' religious practices and beliefs, as well as mental health or physical disability needs. Visit our FAQs for more information about requesting an accommodation.
Equal Opportunity Employer/Disability/Veterans
Parts & Service Associate
Bank teller job in Fort Pierce, FL
Job Title: Parts and Service Assistant (MUST BE BI-LINGUAL IN ENGLISH / SPANISH)
Department: TrailersPlus Lot Operations
Reports To: Assistant Store Manager
Status: Hourly
The Parts and Service Assistant (PSA) assists in the duties and responsibilities of the Parts and Service Department. The position assists in all aspects of the inbound and outbound inventory, installing parts, servicing trailers of all makes and models, and preparing products for presentation and demonstration. PSA's assist in maintaining a clean and safe facility.
ESSENTIAL DUTIES AND RESPONSIBILITIES
The essential duties and responsibilities include, but are not limited to the following:
● Daily inspection of trailers on the lot for safety and quality control.
● Perform daily processes that include parts, service work, inventory control as directed by store management.
● Service, parts/accessories installations, and warranty work.
● Assist will all deliveries of trailers, parts, and supplies and submit paperwork to management for review.
● Maintain the store facility and grounds by cleaning and organizing the building, shop, and trailers, in order to promote
safety, security, and a professional appearance as directed by store management.
● Work strategically and collaboratively with store management.
● Attend and participate in all required team and company meetings.
● Assist with warranty, repair, facility, and equipment problems.
● Assist Store Management team in trailer sales, as needed (sale license required in some states).
● Performs other duties as assigned.
● Ability to operate forklift and tractor. (Company certification required)
● Ability to operate power tools and welding equipment. (Company certification required)
SKILLS INCLUDING BEING BILINGUAL AND THE FOLLOWING:
● Time management
● Ability to solve basic problems, communicate properly, handle and diffuse difficult situations
● Troubleshooting
● Attention to detail
● Strong mechanical ability
● Quality customer service
SUPERVISORY RESPONSIBILITIES
This job has no supervisory responsibilities.
QUALIFICATIONS
To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed in the essential duties and responsibilities section are representative of the knowledge, skill, and ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
EDUCATION and/or EXPERIENCE
Requires a high school diploma or equivalent.
LANGUAGE SKILLS
Must be able to read and interpret documents such as safety rules, operating and maintenance instructions, and procedure manuals. Also important is the ability to write occasional reports and correspondence and to speak effectively with customers or employees. Spoken fluency in Spanish is a plus.
MATHEMATICAL SKILLS
Requires the ability to calculate figures and amounts such as discounts, interest, commissions, proportions, percentages, area, circumference, and volume. The PSA must also be able to apply concepts of basic algebra and geometry as needed.
COMPUTER SKILLS
Knowledge of on-line computer systems is helpful but not required for successful completion of the PSA job responsibilities and assignments. Basic keyboarding skills are also beneficial for efficiency.
REASONING ABILITY
Must be able to communicate and assist in the resolution of practical problems dealing with a variety of concrete variables in situations where only limited standardization exists. The position also requires the ability to interpret a variety of instructions furnished in written, oral, diagram, or schedule form.
PHYSICAL DEMANDS
The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. While performing the duties of this job, the employee is frequently required to talk or hear. The employee is frequently required to stand, walk, sit, use their hands to handle or feel, reach with their hands and arms while balancing, routinely lift 50-75 lbs, and climb ladders.
WORK ENVIRONMENT
The characteristics of the work environment described here are representative of those an employee would encounter while performing the essential functions of this job. The employee may be exposed to wet and/or humid conditions, as well as outside weather conditions during the performance of the job responsibilities. The employee may also be required to move mechanical parts and may be exposed to materials as described in MSDS documents.
Reasonable accommodations may be made to enable qualified individuals with disabilities to perform the essential functions upon request.
Auto-ApplyEnvironmental Services Associate
Bank teller job in Orlando, FL
Environmental Services Associate REPORTS TO: Manager of Facilities STATUS: Full-Time Hourly - Non-Exempt OVERVIEW: The Environmental Services Associate will be responsible for the overall cleanliness and sanitation of the Center for Woman and Families, Men's Service Center, Administrative Building and campus grounds under the general guidance of the Environmental Services Supervisor. The position of Environmental Services Associate requires a high degree of professionalism, adaptability, commitment and leadership ability in order to effectively uphold Coalition values and maintain an environment of dignity, respect and cooperation. Key Responsibilities
Clean and/or sanitize facility bathrooms and common areas.
Perform exterior campus cleaning, including parking lot maintenance, litter pickup, and landscaping upkeep.
Collaborate with guests to complete daily cleaning assignments.
Provide guests with cleaning supplies, equipment, and necessary materials.
Educate guests on proper cleaning and sanitation techniques as needed.
Maintain cleaning supply stations throughout the property.
Manage and maintain supply inventory.
Complete daily assigned tasks as directed by the immediate supervisor.
Sign daily records of community service hours performed by guests for court-ordered service and shelter guidelines.
Conduct radio checks and maintain radio communication while on duty.
Follow all safety rules, including safe chemical handling, ladder use, and hazard management.
Report safety, security, and facility concerns to appropriate staff and document them if needed.
Assist guests and staff as directed by the immediate supervisor.
Perform other duties as assigned by the immediate supervisor.
Qualifications
High school diploma or GED required.
Working knowledge of commercial environmental services.
Must be willing to work a flexible schedule based on agency needs.
Ability to lift supplies and equipment on a continual basis.
Physical capability to stand, stretch, crouch, squat, and bend for long periods of time.
Understanding of OSHA standards regarding a safe work environment (e.g., slips, trips, and falls).
Knowledge of blood-borne pathogens, communicable diseases, and hazardous materials handling procedures.
Required Skills
Time management, planning, and organization skills.
Strong interpersonal communication skills, including the ability to engage guests in facility cleaning.
Ability to follow directions effectively.
Basic critical thinking and problem-solving abilities.
Disclaimer:
This job description does not imply that these are the only duties to be performed by the employee in this position. The employee will be required to follow any other job-related instructions and perform other job-related duties requested by any person authorized to give instructions or assignments. This description excludes the marginal functions of the position that are incidental to essential job duties. All duties, responsibilities, and requirements are vital to the job. This document does not create an employment contract, implied or otherwise, other than an "at-will" employment relationship.
Private Banker- Disney University
Bank teller job in Orlando, FL
Job DescriptionThe Private Banker role at Partners Federal Credit Union is built for financial professionals who want meaningful member relationships, strong work/life balance, and a career path that blends banking expertise with growing investment skills. Unlike the high-pressure sales culture at large banks, our Private Bankers develop deep, long-term financial relationships with Disney Cast Members and families in a service-first environment. We offer stability, a nationally respected brand, and the ability to expand into investment and wealth advisory roles over time. For candidates who want a balance of relationship banking plus the opportunity to grow their investment knowledge, without the pressure of a production-heavy retail bank, this is a unique and highly fulfilling career path.
As the trusted primary contact for affluent and selected members, this role delivers comprehensive relationship management by overseeing their full banking relationship with a proactive, consultative approach. The role partners closely with Wealth Management Advisors to provide tailored guidance and recommendations based on each member's financial goals and with seamless client experience. This role also can manage investments accounts for members based on Investment guidelines. The Private Banker acts as a mentor to Member Experience Professionals, supporting complex member needs, assisting branch leadership, and collaborating with Partners Wealth Management Advisors to ensure optimal member outcomes. This role embodies Partners' leadership competencies and core values, maintaining professionalism, integrity, and a positive member experience. Securities and FINRA licensing are required.
The position reports directly to the Branch Manager and works in close collaboration with the Private Banking Program Manager to support strategic initiatives and implement tactical programs.
Essential Responsibilities:
Comprehensive Relationship Management - Serve as the primary contact for affluent and select members, managing complete banking and investment relationships using a proactive, consultative approach.
Collaborate with Partners Wealth Management Advisor to provide investment guidance and recommendations to affluent members and those beginning their investment journey.
As the trusted primary contact for affluent and selected members, this role delivers comprehensive relationship management by overseeing their full banking relationship with a proactive, consultative approach.
The role partners closely with Wealth Management Advisors to provide tailored guidance and recommendations based on each member's financial goals and with seamless client experience.
This role also can manage investments accounts for members based on Investment guidelines.
The Private Banker acts as a mentor to Member Experience Professionals, supporting complex member needs, assisting branch leadership, and collaborating with Partners Wealth Management Advisors to ensure optimal member outcomes.
This role embodies Partners' leadership competencies and core values, maintaining professionalism, integrity, and a positive member experience.
Securities and FINRA licensing are required.
The position reports directly to the Branch Manager and works in close collaboration with the Private Banking Program Manager to support strategic initiatives and implement tactical programs.
Advice-Based Banking - Deliver tailored financial and investment solutions using an advice-based approach, ensuring recommendations align with member goals.
Proactive Financial Needs Assessment - Identify life events and evolving financial needs to recommend appropriate financial solutions.
Product and Service Expertise - Maintain knowledge of current financial products, rates, and trends, including retirement products, CDs, money markets, and treasury ladders.
Mentorship and Leadership - Mentor all levels of Member Experience Professionals, sharing knowledge and skills to enhance performance and success.
Cross-Selling and Financial Growth - Promote the credit union's objectives by cross-selling products and services, contributing to branch growth.
Provide regular updates to the Private Banking Program Manager on performance metrics.
Regulatory Compliance and Documentation - Ensure all documentation meets quality control standards and regulatory policies, including CIP, OFAC, and Chexsystems.
Member Education and Technology Adoption - Educate members on digital and online banking solutions to enhance convenience and financial literacy.
Business Development and Member Engagement - Represent Partners at business development events, expos, and seminars.
Acquire new memberships and follow up with targeted outreach.
Investment and Partnership Guidelines Approximately 75% of time is dedicated to banking products and services, with 25% focused on investment opportunities in partnership with the Partners Wealth Management Advisor.
Specific investment thresholds require joint meetings with members, the Advisor, and the Private Banker.
The Guided Wealth Portfolio (GWP) is the only investment product the Private Banker may sell independently.
All investment-related activities must comply with regulatory standards and Partners Wealth Management policies.
Knowledge & Skills
Education Level:
High School or GED (required)
Years of Relevant Work Experience:
3 to 5 years in retail banking. Current FINRA certifications and licenses include SIE, and Series 6
Certifications, Licenses, Registrations, etc.:
NMLS Certification - Required
CA Notary - Required
State L&D Insurance License - Required
SIE (if Series 6 acquired after October 1, 2018)- Required
FINRA Series 63 & 65 OR Series 66 Note: not required at time of hire, but must be acquired within 9-12 months of hire date
Continued employment for Series 6 applicants is contingent upon obtaining the Series 63 & 65 or 66 within 9 -12 months of hire.
Other Training, Technical Skills or Knowledge:
Ability to use a personal computer and related software applications including Microsoft Outlook.
Abilities and Behaviors:
3+ years of experience building and maintaining relationships with members and colleagues.
Strong knowledge of banking and securities regulations.
Excellent member service, sales, and conflict resolution skills.
Effective communication, organization, and time management abilities.
Adaptability and initiative; able to work independently with minimal supervision.
Strong teamwork and collaboration skills.
High motivation, professionalism, and ethical standards.
Demonstrates discretion when handling confidential financial information.
Scope of the Job
Performance Standards:
New Memberships: 5-8 per month
Loan Originations: 12-17 funded applications per month ($300K-$425K)
Insurance Units: 8-12 per month (PLP, GAP, MBI)
Qualified Referrals: 5-7 per month (Wealth, Auto, Mortgage)
Investment Product Sales: 2 new Guided Wealth Portfolio (GWP) accounts per month
Maintain member satisfaction and compliance quality scores at or above standards.
Discretion / Latitude:
This role requires a moderate level of supervision. Ability to apply common sense understanding to carry out detailed but uninvolved instructions and to deal with problems involving a few variables.
Interactions:
This role interacts with a combination of walk-in Members and outbound phone calls. There is a high level of interactions with all PFCU departments.
Business / Work Environment:
Shift work, including weekends and home visits, consists of hours outside of an 8 - 5 schedule to cover the hours of operation. Able / flexible to work evenings and Saturday at the convenience of the member.
Challenges:
Sitting for a prolonged period of time and repetitive tasks. May perform different work functions within a normal workday.
Training Requirements:
Basic Compliance Training Requirements
Basic NEO Training Requirements
Core System Training
Lending and New Account Platform Training
Cards Training (Springboard & Card Wizard)
PLP Training
Unity Training
Basic Underwriting Training focusing on quality loan application interviewing process & submission
Physical Demands & Environmental / Working Conditions:
Using primarily just the fingers to make small movements such as typing, picking up small objects, or pinching fingers together. Verbal communication where one must frequently convey detailed or important instructions or ideas accurately, loudly, or quickly. Ability to hear average or normal conversations and receive ordinary information. Average, ordinary, visual acuity necessary to prepare or inspect documents or products, or operate machinery. Sedentary work; sitting most of the time. Exerts up to 10 lbs. of force occasionally.
The hiring range for this position in Florida is $51,200 to $76,800 per year. The base pay actually offered will take into account internal equity and also may vary depending on the candidate's geographic region, job-related knowledge, skills, and experience among other factors. A bonus and/or long-term incentive units may be provided as part of the compensation package, in addition to the full range of medical, financial, and/or other benefits, dependent on the level and position offered.
Disclaimer
The above information on this description has been designed to indicate the general nature and level of work performed by employees within this classification. It is not designed to contain or be interpreted as a comprehensive inventory of all duties, responsibilities, and qualifications required of employees assigned to this job.
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Floating Universal Banker - Orlando, FL
Bank teller job in Orlando, FL
The SouthState story is one of steady growth, deep community roots, and an unwavering commitment to helping our customers move forward. Since our beginnings in the 1930s to becoming a trusted financial partner across the South and beyond - we are known for combining personal relationships with forward-thinking solutions.
We are committed to helping our team members find their success while maintaining the integrity of our values: building trust, fostering lasting relationships and pursuing excellence. At SouthState, individual contributions are recognized, potential is cultivated and team members are inspired to achieve their greater purpose. Your future begins here!
SUMMARY/OBJECTIVES
The Universal Banker serves as a full service, single point of contact in the branch for SouthState customers' financial needs. The position operates in the dual capacity of a Teller and FSR providing exceptional customer service in both transactional and account management. The Universal Banker seeks to attract, expand, and retain customer relationships and is responsible for contributing to the financial growth of the bank.
ESSENTIAL FUNCTIONS
Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
* Serves customers quickly, accurately, efficiently, and confidentially according to the South State Bank Service Standards.
* Knows and understand the products and services offered by the Bank. These include facts and features, benefits and advantages, rules and regulations, price structure, and a simple definition of each service offered.
* Able to identify customer needs and expectations by listening for clues. Seeks the opportunity to expand customer relationships by making referrals as outlined in the goals for this position.
* Presents a neat and professional personal appearance, in accordance with bank policy.
* Knows and ensures compliance to all banking regulations to include Regulation CC and Bank Secrecy Act.
* Develop a strong understanding of customer facing technology with the ability to discuss with and enroll customers in self-service options.
* Teller Duties:
Processes transactions for savings, checking, and loan accounts.
Maintains a neat and orderly work area.
May assist in guiding and training new tellers.
May allow customers access to safe deposit boxes.
Cashes checks and processes savings withdrawals within assigned limits and in accordance with prescribed procedures.
Sells certified checks.
Balances transactions daily.
May service/balance ATM.
May utilize the branch capture system.
Knows and follows policies and procedures in completing transactions, minimizing operational errors, and maintaining a proper workflow.
Knows and follows the branch's security and audit procedures and understands the function and operation of the security devices.
* FSR Duties:
* Opens new deposit accounts and understands the products and financial services offered by the bank. Also handles other services such as stop payments, wire transfers, and other maintenance functions within assigned limits.
* Explains policies and procedures as necessary, keeping in mind most customers' unfamiliarity with them.
* Resolves customer problems and complaints with courtesy and discretion and direction and directs customers with difficult problems to other sources for assistance. Considers problems and complaints as opportunities to satisfy the customer and promote additional services.
* Is knowledgeable of financial services offered by the bank.
* Shows sincere appreciation for each customer's time and business. Gives business card if not already given.
* Knows and follows the branch's security and audit procedures and understands the function and operation of the security devices.
* Assures that branch records, reports and other correspondence resulting from customer development attempts are correct, timely and are properly distributed.
FLOATING UNIVERSAL BANKER FUNCTIONS
* One year of teller or cash handling experience and six months customer relationship building or sales experience
* Demonstrated expertise in the Teller II and basic FSR job functions
* Additional Responsibilities may include Vault Responsibilities or Back-Up Vault Responsibilities
* Float to different offices in an area to accommodate staffing needs
* Other duties as assigned
Qualifications, Education, and Certification Requirements
* Education: High School diploma or equivalent
* Experience: Cash handling, sales, customer service. Previous banking experience preferred.
* Specific Knowledge: Good interpersonal skills, good computer skills, ability to read, write, speak, and understand English
TRAINING REQUIREMENTS/CLASSES
* The SouthState Way New Team Member Orientation
* Teller Foundations
* Banker Foundations
* All assigned Regulatory Compliance Training
* Acknowledgement of all policies through DocuSign as assigned
* Additional training may be required dependent upon experience
PHYSICAL DEMANDS
* Must be able to lift, up to 50 pounds, must be able to stand and/or sit for long periods of time. Must be able to effectively access and interpret information on computer screens, documents, reports, and cash denominations, and identify customers.
WORK ENVIRONMENT
This position is most likely in an open lobby area with an individual workstation. The position is located inside a cooled and heated facility.
TRAVEL
Travel may be required to come to meetings or training as needed.
Equal Opportunity Employer, including disabled/veterans.
Universal Banker - Downtown Orlando
Bank teller job in Orlando, FL
We are changing FINANCE to finance CHANGE!
At Climate First Bank, we're redefining what banking can be. As a Florida Benefit Corporation and FDIC-insured commercial bank, we offer a full suite of personal and business services-including solar, residential, commercial, and SBA loans-all designed to power a better future.
With branches in St. Petersburg, Winter Park, Mount Dora, and a growing digital presence, we're proving that banking can be a force for good. We don't just support environmental and social causes-we're built on them.
Welcome to the Movement
You are joining a team of driven, mission-aligned individuals ready to make an impact. They share your passion for sustainability, your ability to thrive in a fast-paced environment - and, just like you, want to be part of something bigger! We are goal-setters, go-getters, and changemakers. We celebrate wins, tackle challenges head-on, and push the boundaries of what can be achieved when technology and finance seamlessly integrate. We are fueled by purpose and growth, and with you on board, we will reach new heights in achieving our lofty goals.
How you will thrive at Climate First Bank
At Climate First Bank, we're not just building a better future for the planet - we're also investing in yours. We offer a comprehensive, people-first benefits package that supports your health, finances, and work-life balance.
Health Coverage - 100% Paid by Us (employee coverage, employer contribution towards dependents)
Financial Wellness & Wealth Building
401(k) with 6% Employer Match - start saving for retirement with a strong head start and no vesting period.
Employee Stock Options and Grants - share in the success you help create.
Exclusive Employee Banking Perks - including employee-only account and loan products.
Generous Paid Time Off- 2-4 Weeks of Vacation for full time employees based on officer level and 64 Hours of Paid Sick Time for all full-time employees.
Protection & Peace of Mind- We offer company-paid life insurance, Disability Insurance and an Employee Assistance Program (EAP) with free counseling, legal, and financial services.
What to expect as a Universal Banker (St. Pete)
As a Universal Banker, you'll be the face of this movement-delivering exceptional service, building lasting relationships, and helping customers achieve their financial goals while supporting our sustainability mission. This is more than a teller role; it's a chance to be a trusted advisor, a tech-savvy problem solver, and a champion for positive change.
What You'll Contribute in This Role:
Exceptional Customer ExperienceHandle teller transactions with precision and care-deposits, withdrawals, transfers, loan payments, and more-while creating a welcoming, solutions-focused environment
Digital & In-Person Service ExcellenceDeliver top-tier service across all channels: in-person, online chat, video conferencing, and phone support. You'll make banking seamless and accessible for every customer.
Consultative Sales & Relationship BuildingActively listen to customer needs and provide tailored solutions. Promote and cross-sell products that truly benefit customers and align with our mission.
Operational Accuracy & ComplianceMaintain and balance your cash drawer, assist with vault duties, and ensure compliance with BSA and other regulatory procedures. Your attention to detail keeps us secure and audit-ready.
Branch Support & SecurityHelp with branch opening and closing routines, minimize exceptions, and stay sharp on security protocols-your vigilance protects our team and customers.
What You'll Leverage in This Role
Your Experience and EducationYou bring proven customer service or sales experience-ideally in banking or retail-and strong cash-handling skills. Your ability to stay calm under pressure and deliver exceptional service sets you apart.
Your Entrepreneurial Self-Starter MentalityYou take ownership of your success, thriving in a high-volume environment where independence and initiative are key. You're excited to push yourself and grow with a company that rewards performance.
Your Master Communicator ExpertiseWhether in person, on the phone, or through digital channels, you communicate with confidence and clarity. You listen deeply, respond thoughtfully, and build trust with every interaction.
Your Tech-Forward ThinkingYou're quick to learn new tools and embrace innovation. From digital banking platforms to emerging technologies, you're ready to adapt and help customers navigate the future of banking.
Your Organization & Efficiency Guru StatusYou manage time and priorities like a pro, keeping workflows smooth and accurate. You love checklists, thrive under deadlines, and never let details slip through the cracks.
Your Commitment to Being a Team PlayerYou understand that success is a team effort. You're ready to collaborate, support colleagues, and contribute to a positive, high-performing branch culture.
What to expect from your physical environment
On-site role our branch located at 182 37th Ave N, St. Petersburg, FL 33704
Sustained standing and sitting.
Frequent communication (speaking and listening) in person, via email, text, phone or video chat.
Frequent use of PC, including typing or sustained attention to monitor.
Occasional lifting of basic office files or equipment up to 20 lbs.
What to expect from the hiring process:
Our process follows the Topgrading Methodology - we hire A-Players, follow an in-depth structured process and prioritize transparency and honesty.
We check credit and background upfront - as a financial institution, mitigating risk is at the center of everything we do. In accordance with all applicable laws and regulations, we conduct credit and background checks as the first step of the hiring process.
You will learn a lot more about us! Through 3 conversation stages, you will meet key players in the process and have an opportunity to truly get to know us. We welcome questions and transparent dialogue!
We want to get to know you! You will complete cognitive and personality assessments, as well as an in-depth application spanning your full education and work history - a process designed to help us understand the whole you, not just snapshots in time.
As the last step in the process, we will ask you to connect us to former mentors and managers for a brief chat.
HOW TO APPLY:
You can easily apply through the official application link. Resumes sent via email or other unofficial channels may be reviewed with significant delays or not at all.
All applicants will receive confirmation that their application has been received.
We can't wait to meet you! But we often receive large volumes of applications that can significantly impact processing times. We appreciate your patience!
We will email or text you with updates on your application and will be alongside you every step of the way!
Equal Opportunity Statement:
At Climate First Bank we truly believe that our people are our strength and the diverse talents they bring to our workforce are directly linked to our success. Diversity and inclusion are at the core of our values and mission. We do not discriminate on the basis of any protected attribute, including race, religion, color, national origin, gender, sexual orientation, gender identity, gender expression, age, marital or veteran status, pregnancy or disability, or any other basis protected under applicable law. In accordance with applicable law, we make reasonable accommodations for applicants' and employees' religious practices and beliefs, as well as any mental health or physical disability needs.
Equal Opportunity Employer/Disability/Veterans
E-Verify Statement:
This employer participates in E-Verify and will provide the federal government with your Form I-9 information to confirm that you are authorized to work in the U.S. If E-Verify cannot confirm that you are authorized to work, this employer is required to give you written instructions and an opportunity to contact Department of Homeland Security (DHS) or Social Security Administration (SSA) so you can begin to resolve the issue before the employer can take any action against you, including terminating your employment. Employers can only use E-Verify once you have accepted a job offer and completed the Form I-9.
Customer Service Teller (Orlando International Airport)
Bank teller job in Orlando, FL
Job Description
Currency Exchange International (CXI) is a Money Service Business based in Orlando, Florida.
Currency Exchange International, Corp. is a publicly traded company on the Toronto Stock Exchange (CXI) and OTC (CURN). CXI provides a wide range of foreign exchange services to customers in both the United States and in Canada. CXI's primary business channels to service customers are through its company-owned branch locations and foreign exchange partnerships with financial institutions and corporations. CXI has been providing global payment solutions for clients that span wide-ranging industries. As one of North America's leading foreign exchange wholesalers, CXI can provide personalized and efficient service, competitive rates, as well as a number of settlement options. Visit our website to explore Life at CXI: ***************************************
Our Value Statement: We help our clients identify and create foreign exchange solutions, delivering a best practices approach through unparalleled customer service and integrated technology to create significant financial and operational efficiencies.
Our Values:
Customer First -
We earn the right to be our clients' first choice.
Integrity
-
We hold ourselves to the highest standard to build trust.
Collaborative
-
We always win as a team.
Innovative
-
We find new methods to deliver change and advance technology to the industry.
Passionate
-
We are driven to be the best in class.
Currency Exchange International is looking for a Part-Time Teller to join their team at the Orlando International Airport Branch located in Orlando, FL.
Tellers are the face of our company and represent us in the community. It is important while working in our high tourist attractive areas (malls and airports) that you keep a positive and professional attitude at all times and that our customers receive the highest quality of service.
Ideal Applicant: We are looking for highly motivated individuals who are committed to the success of the team. Individuals who can deliver a consistently high level of customer-satisfying products and services.
Qualifications and Skills:
Ability to work independently
Basic computer knowledge
Problem solving capabilities
Strong customer service skills
Detail-oriented and organized
Strong listening and verbal communication skills
Cash handling skills with high degree of accuracy
Our Competencies:
Action Oriented
Effective Communication
Nimble Learning
Optimizing Work Processes
Situational Adaptability
Functional Skills
Schedule:
Approximately 10- 20 hours per week
Availability needed: Weekdays/Weekends, Evenings, Holidays
Benefits:
Commute Reimbursement - CXI will pay the toll, bus or metro cost in and out of work
401K Plan - After 1 year of employment, CXI will match up to 4%
Tuition Assistance - After completing 90 days of employment, CXI offers tuition assistance for part-time employees *conditions apply*
Holiday Pay - After completing 90 days of employment, CXI offers additional pay for select holidays
Sick Time - After completing 90 days of employment, CXI will pay sick/personal pay (1 hour of sick/personal time for every 30 hours worked - which may equal to an annual accrual of 40 hours)
Currency Exchange International is an Equal Opportunity Employer that does not discriminate on the basis of actual or perceived race, religion, color, sex (including pregnancy and gender identity), sexual orientation, parental status, national origin, age, disability, family medical history or genetic information, political affiliation, military service, any other non-merit based factor or any other characteristic protected by applicable federal, state or local laws. Our leadership team is dedicated to this policy with respect to recruitment, hiring, placement, promotion, transfer, training, compensation, benefits, employee activities and general treatment during employment. If you'd like more information about your EEO rights as an applicant under the law, please visit *****************************************
Part Time Associate Banker Treasure Coast North (30 Hours)
Bank teller job in Vero Beach, FL
We have a passion for taking care of our customers and employees and making them feel welcomed and valued through building lasting relationships, doing the right thing, exceeding expectations, and having a strong commitment to diversity and inclusion. Using the latest banking solutions combined with cutting-edge financial technology and the most welcoming and friendly service, you will be front and center representing our brand and culture. You will have the opportunity to help people experience our Customer Promise - helping people make the most of their money so they can make the most of their lives, by providing education, and advice tailored to suit their financial needs.
As an Associate Banker in Branch Banking, you will contribute significantly to the success of the branch by delivering exceptional customer experiences. You will build long-lasting relationships with clients by sharing product knowledge and solutions as well as introducing them to our licensed bankers.
Job responsibilities
Engages clients as they enter the branch by welcoming them and making them feel appreciated, including managing lobby traffic, checking clients into the waiting queue and scheduling/canceling client meetings
Helps clients with everyday transactions such as deposits, withdrawals, payments, reordering a debit card, setting up a direct deposit or helping update their address accurately and efficiently, while complying with all policies, procedures, and regulatory and banking requirements
Educates clients on the usage of technology self-service options such as leveraging the Chase Mobile App, Chase.com, and ATMs to complete their banking needs whenever, wherever, and however they want
Assists clients and the branch team by helping with new account openings when needed
Performs branch operations which may include managing cash devices such as the cash vault, ATM, or others while adhering to all bank policies and procedures
Required qualifications, capabilities, and skills
6+ months of customer service experience
High school diploma or GED equivalent
Preferred qualifications, capabilities, and skills
Ability to make personal connections, engage customers, and remain courteous and professional in a team environment while quickly and accurately learn products, services, and procedures
Professional, interpersonal, thorough, detailed oriented, and organized with follow-up skills
Strong desire and ability to influence, educate, and connect customers to technology
Cash handling experience
Auto-ApplyClient Relations and Sales Representative
Bank teller job in Orlando, FL
BiFulco Medical Group Hiring Company: BiFulco Medical Group Office Specialty: Life Care Planner, Physician Expert Witnesses & PM & R Patient Care Department: Client Relations Department Main Office: Tampa, FL Job Status: Full Time
BiFulco Medical Group
(BMG)
is a leader in physician authored life care plans. BMG provides an integrated approach of both patient medical services and litigation support services by providing objective life care plans, quantifying traumatic injuries, and provides expert witness services. The company's genuine and caring approach not only plays a part in restoring patient's health, but also aids in restoring hope after an injury.
BMG is a fast growing business, with both medical and legal focus. We are seeking a professional who will be responsible for organizing permanent medical records related to a medical office, working alongside the case management team, and engaging in constant communication with patients and clients, while always demonstrating a genuine passion for helping patients.
Job Description
We are looking for an experienced Client Relations Representative who is positive, hardworking, detail oriented, and takes pride in their work. The position's focus will be to build up client base, maintain existing client relationships, and revive inactive customers.
As part of the Client Relations team you will be required to know and articulate the company's professional services in Life Care Plans (LCP), Physical Lead Expert Witness and other related products based on the projected and future medical costs for ill or injured patients.
You will be required to conduct market research, draft status reports, communicate with law firms and injured patients, conduct questionnaires, travel and learn about physician patient visits, medical billing, depositions and trails.
You will also be required to attend conferences, maintain accurate and complete record-keeping, and participate in additional projects and tasks.
Generate new sales opportunities via phone, email or other electronic communication. Respond to client requests. Coordinate with other departments in handling cases, scheduling meeting, follow-up and overall providing outstanding service to clients.
Develop new clients and relationships in the legal and medical fields.
Help develop and implement strategic marketing and sales plans
Cold call to prospective clients and inactive accounts, as well as maintain your client base
Manage and maintain CRM database of prospects
Facilitate client meetings: both in person and/or remotely using current online presentation applications(Skype for Business, Join.Me)
Report weekly sales metrics and forecasts
Develop market analysis to identify new clients
Stay current with client needs, competition, and industry trends
Deliver sales presentations/proposals to prospective clients with a successful closing rate
Develop and manage client & agency relationships
Manage projects to ensure completion on time
Assisting with sales/marketing and advertising campaigns
Maintain a strong working knowledge of the company, services and market through research, self-education, conferences, attending witness testimonies and training sessions.
Maintain active participation and membership in networking organizations
Qualifications
Required Education:
A minimum of an equivalent two-year Associate's, degrees in related medical field is preferred
Two years or more experience in sales and marketing experience
Requirements:
Must have reliable transportation and cell phone
Must live in the Orlando, FL area
Must have a passion in reaching out and visiting clients
Proven Marketing and Sales experience, with minimum two years of experience.
Experience in setting up and managing social media accounts; to include: LinkedIn,
Facebook, Snapchat
Ability to work independently and autonomously.
Exhibit strong skills in time management, flexibility, multi-tasking, and resource management
Strong oral, phone and written communications skills, with the ability to listen and apply
highly focused attention to detail.
Exceptional interpersonal skills and patient focus, with the ability to display a caring demeanor during frequent communications.
Strong team player skills with the ability to work harmoniously in an evolving work environment.
Rapid learner with the ability to grasp new concepts, processes and protocols.
Proficient in technology, social media, business software, Microsoft Office 365, Microsoft Word,
Microsoft Excel, Microsoft Outlook, SharePoint, Microsoft Lync, and Adobe PDF. Also, being knowledgeable in the development of spreadsheets and documents.
Experience with cloud services for online file management, including uploading files.
Additional Information
Local candidates only in the Orlando, FL area
Must have reliable transportation and cell phone
All your information will be kept confidential according to EEO guidelines.
Part Time Teller Conway
Bank teller job in Orlando, FL
Why Wells Fargo: Are you looking for more? Find it here. At Wells Fargo, we're more than a financial services leader - we're a global trailblazer committed to driving innovation, empowering communities, and helping our customers succeed. We believe that a meaningful career is much more than just a job - it's about finding all of the elements to help you thrive, in one place. Living the Well Life means you're supported in life, not just work. It means having robust benefits, competitive compensation, and programs designed to help you find work-life balance and well-being. You'll be rewarded for investing in your community, celebrated for being your authentic self, and empowered to grow. And we're recognized for it - Wells Fargo once again ranked in the top three - making us the #1 financial services employer - on the 2025 LinkedIn Top Companies list of best workplaces "to grow your career" in the U.S. Join us!
About this role:
Wells Fargo is seeking a Teller in our Consumer, Small & Business Banking division, as a part of our National Branch Network. You are part of the fabric of the local community, helping provide the financial service backbone for its residents, employees and local businesses. If you enjoy working with people, then this is a great role for you with tremendous opportunity to establish your career here at Wells Fargo for years to come. Find out why we're the #1 financial services company to grow YOUR career. Apply today.
In this role you will:
* Support customer engagement by processing teller transactions, sharing digital solutions, and making appropriate introductions to bankers
* Complete operational activities while minimizing risks under established policies
* Perform routine transactional, operational, and customer support tasks efficiently through knowledge of bank procedures and products, as well as partners across the organization
* Receive direction from managers and exercises judgment within defined policies and procedures
* Escalate questions and issues to more experienced roles
* Interact with customers and individuals to demonstrate care, build relationships, and complete requested transactions
* Identify information and services to meet customers financial needs
Required Qualifications:
* 6+ months of interacting with customers experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education
Desired Qualifications:
* 6+ months of experience interacting with people, demonstrated through work, military, or education
* Military experience (transitioning military service member, reserve military service member or a veteran) and currently enrolled in a college or university program
* Customer service focus with experience handling complex transactions across multiple systems
* Ability to educate and connect customers to technology and share the value of mobile banking options
* Ability to interact with integrity and professionalism with customers and team members
* Experience working with others on a team to meet customer needs
* Cash handling experience
* Ability to follow policies, procedures, and regulations
* Ability to identify potential fraud/risky accounts and take appropriate action to prevent loss
* Well-organized, independent and able to prioritize in a fast-paced environment
* Ability to exercise judgment, raise questions to management, and adhere to policy guidelines
* Relevant military experience including working in personnel benefits management, processing military personnel orders or transitions, wartime readiness operations, human resources or military recruiting
* Proficient with proactively sourcing, acquiring, building, and maintaining relationships with customers and colleagues
Job Expectations:
* Ability to work a schedule that may include most Saturdays
* This position is not eligible for Visa sponsorship
Posting Location(s):
* 4012 Curry Ford Rd Orlando, FL
Wells Fargo is seeking a 20 hour teller
Posting End Date:
28 Dec 2025
* Job posting may come down early due to volume of applicants.
We Value Equal Opportunity
Wells Fargo is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, status as a protected veteran, or any other legally protected characteristic.
Employees support our focus on building strong customer relationships balanced with a strong risk mitigating and compliance-driven culture which firmly establishes those disciplines as critical to the success of our customers and company. They are accountable for execution of all applicable risk programs (Credit, Market, Financial Crimes, Operational, Regulatory Compliance), which includes effectively following and adhering to applicable Wells Fargo policies and procedures, appropriately fulfilling risk and compliance obligations, timely and effective escalation and remediation of issues, and making sound risk decisions. There is emphasis on proactive monitoring, governance, risk identification and escalation, as well as making sound risk decisions commensurate with the business unit's risk appetite and all risk and compliance program requirements.
Candidates applying to job openings posted in Canada: Applications for employment are encouraged from all qualified candidates, including women, persons with disabilities, aboriginal peoples and visible minorities. Accommodation for applicants with disabilities is available upon request in connection with the recruitment process.
Applicants with Disabilities
To request a medical accommodation during the application or interview process, visit Disability Inclusion at Wells Fargo.
Drug and Alcohol Policy
Wells Fargo maintains a drug free workplace. Please see our Drug and Alcohol Policy to learn more.
Wells Fargo Recruitment and Hiring Requirements:
a. Third-Party recordings are prohibited unless authorized by Wells Fargo.
b. Wells Fargo requires you to directly represent your own experiences during the recruiting and hiring process.
Part Time Associate Banker Treasure Coast North (30 Hours)
Bank teller job in Vero Beach, FL
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 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-edge financial technology combined with friendly and attentive service. Your role at Chase will significantly contribute to the branch's success by delivering exceptional client experiences. You will build trusted relationships with clients, sharing product knowledge and solutions and introducing them to our team of experts - helping clients achieve their financial goals.
Job Responsibilities
Create a welcoming environment by delivering attentive and friendly service by greeting clients as they enter the branch, making them feel appreciated, managing lobby traffic, checking clients into the waiting queue, and scheduling/canceling client meetings.
Exceed client expectations while assisting with day-to-day transactions as well as open new accounts, while complying with all policies, procedures, and regulatory and banking requirements.
Educate clients on how the usage of technology self-service options such as leveraging the Chase Mobile App, Chase.com, and ATMs can help them with their banking needs whenever, wherever, and however they want.
Build meaningful relationships with clients by actively listening, asking thoughtful questions, demonstrating empathy, and sharing product knowledge and solutions - introducing them to our team of experts to help achieve their financial goals.
Perform branch operations, which may include managing cash devices such as the cash vault, ATM, or others while adhering to all bank policies and procedures.
Required Qualifications, Capabilities, and Skills
Ability to put clients first and exceed their expectations - delivering attentive and friendly service, creating a welcoming environment.
Ability to build trusted relationships - demonstrating genuine care and concern during interactions with clients.
Ability to engage clients - communicating clearly and politely to understand and help, anticipating client needs.
Ability to quickly and effectively resolve client issues with attention to detail - providing a consistent client experience.
Ability to elevate the client experience - working collaboratively as a team to deliver seamless service with care and sincerity.
Ability to quickly and accurately learn products, services, and procedures.
Client service experience or comparable experience.
High school diploma or GED equivalent.
Preferred Qualifications, Capabilities, and Skills
Strong desire and ability to influence, educate, and connect customers to technology solutions.
Cash handling experience.
Auto-ApplyPrivate Banker- Disney University
Bank teller job in Orlando, FL
The Private Banker role at Partners Federal Credit Union is built for financial professionals who want meaningful member relationships, strong work/life balance, and a career path that blends banking expertise with growing investment skills. Unlike the high-pressure sales culture at large banks, our Private Bankers develop deep, long-term financial relationships with Disney Cast Members and families in a service-first environment. We offer stability, a nationally respected brand, and the ability to expand into investment and wealth advisory roles over time. For candidates who want a balance of relationship banking plus the opportunity to grow their investment knowledge, without the pressure of a production-heavy retail bank, this is a unique and highly fulfilling career path.
As the trusted primary contact for affluent and selected members, this role delivers comprehensive relationship management by overseeing their full banking relationship with a proactive, consultative approach. The role partners closely with Wealth Management Advisors to provide tailored guidance and recommendations based on each member's financial goals and with seamless client experience. This role also can manage investments accounts for members based on Investment guidelines. The Private Banker acts as a mentor to Member Experience Professionals, supporting complex member needs, assisting branch leadership, and collaborating with Partners Wealth Management Advisors to ensure optimal member outcomes. This role embodies Partners' leadership competencies and core values, maintaining professionalism, integrity, and a positive member experience. Securities and FINRA licensing are required.
The position reports directly to the Branch Manager and works in close collaboration with the Private Banking Program Manager to support strategic initiatives and implement tactical programs.
Essential Responsibilities:
Comprehensive Relationship Management - Serve as the primary contact for affluent and select members, managing complete banking and investment relationships using a proactive, consultative approach.
Collaborate with Partners Wealth Management Advisor to provide investment guidance and recommendations to affluent members and those beginning their investment journey.
As the trusted primary contact for affluent and selected members, this role delivers comprehensive relationship management by overseeing their full banking relationship with a proactive, consultative approach.
The role partners closely with Wealth Management Advisors to provide tailored guidance and recommendations based on each member's financial goals and with seamless client experience.
This role also can manage investments accounts for members based on Investment guidelines.
The Private Banker acts as a mentor to Member Experience Professionals, supporting complex member needs, assisting branch leadership, and collaborating with Partners Wealth Management Advisors to ensure optimal member outcomes.
This role embodies Partners' leadership competencies and core values, maintaining professionalism, integrity, and a positive member experience.
Securities and FINRA licensing are required.
The position reports directly to the Branch Manager and works in close collaboration with the Private Banking Program Manager to support strategic initiatives and implement tactical programs.
Advice-Based Banking - Deliver tailored financial and investment solutions using an advice-based approach, ensuring recommendations align with member goals.
Proactive Financial Needs Assessment - Identify life events and evolving financial needs to recommend appropriate financial solutions.
Product and Service Expertise - Maintain knowledge of current financial products, rates, and trends, including retirement products, CDs, money markets, and treasury ladders.
Mentorship and Leadership - Mentor all levels of Member Experience Professionals, sharing knowledge and skills to enhance performance and success.
Cross-Selling and Financial Growth - Promote the credit union's objectives by cross-selling products and services, contributing to branch growth.
Provide regular updates to the Private Banking Program Manager on performance metrics.
Regulatory Compliance and Documentation - Ensure all documentation meets quality control standards and regulatory policies, including CIP, OFAC, and Chexsystems.
Member Education and Technology Adoption - Educate members on digital and online banking solutions to enhance convenience and financial literacy.
Business Development and Member Engagement - Represent Partners at business development events, expos, and seminars.
Acquire new memberships and follow up with targeted outreach.
Investment and Partnership Guidelines Approximately 75% of time is dedicated to banking products and services, with 25% focused on investment opportunities in partnership with the Partners Wealth Management Advisor.
Specific investment thresholds require joint meetings with members, the Advisor, and the Private Banker.
The Guided Wealth Portfolio (GWP) is the only investment product the Private Banker may sell independently.
All investment-related activities must comply with regulatory standards and Partners Wealth Management policies.
Knowledge & Skills
Education Level:
High School or GED (required)
Years of Relevant Work Experience:
3 to 5 years in retail banking. Current FINRA certifications and licenses include SIE, and Series 6
Certifications, Licenses, Registrations, etc.:
NMLS Certification - Required
CA Notary - Required
State L&D Insurance License - Required
SIE (if Series 6 acquired after October 1, 2018)- Required
FINRA Series 63 & 65 OR Series 66 Note: not required at time of hire, but must be acquired within 9-12 months of hire date
Continued employment for Series 6 applicants is contingent upon obtaining the Series 63 & 65 or 66 within 9 -12 months of hire.
Other Training, Technical Skills or Knowledge:
Ability to use a personal computer and related software applications including Microsoft Outlook.
Abilities and Behaviors:
3+ years of experience building and maintaining relationships with members and colleagues.
Strong knowledge of banking and securities regulations.
Excellent member service, sales, and conflict resolution skills.
Effective communication, organization, and time management abilities.
Adaptability and initiative; able to work independently with minimal supervision.
Strong teamwork and collaboration skills.
High motivation, professionalism, and ethical standards.
Demonstrates discretion when handling confidential financial information.
Scope of the Job
Performance Standards:
New Memberships: 5-8 per month
Loan Originations: 12-17 funded applications per month ($300K-$425K)
Insurance Units: 8-12 per month (PLP, GAP, MBI)
Qualified Referrals: 5-7 per month (Wealth, Auto, Mortgage)
Investment Product Sales: 2 new Guided Wealth Portfolio (GWP) accounts per month
Maintain member satisfaction and compliance quality scores at or above standards.
Discretion / Latitude:
This role requires a moderate level of supervision. Ability to apply common sense understanding to carry out detailed but uninvolved instructions and to deal with problems involving a few variables.
Interactions:
This role interacts with a combination of walk-in Members and outbound phone calls. There is a high level of interactions with all PFCU departments.
Business / Work Environment:
Shift work, including weekends and home visits, consists of hours outside of an 8 - 5 schedule to cover the hours of operation. Able / flexible to work evenings and Saturday at the convenience of the member.
Challenges:
Sitting for a prolonged period of time and repetitive tasks. May perform different work functions within a normal workday.
Training Requirements:
Basic Compliance Training Requirements
Basic NEO Training Requirements
Core System Training
Lending and New Account Platform Training
Cards Training (Springboard & Card Wizard)
PLP Training
Unity Training
Basic Underwriting Training focusing on quality loan application interviewing process & submission
Physical Demands & Environmental / Working Conditions:
Using primarily just the fingers to make small movements such as typing, picking up small objects, or pinching fingers together. Verbal communication where one must frequently convey detailed or important instructions or ideas accurately, loudly, or quickly. Ability to hear average or normal conversations and receive ordinary information. Average, ordinary, visual acuity necessary to prepare or inspect documents or products, or operate machinery. Sedentary work; sitting most of the time. Exerts up to 10 lbs. of force occasionally.
The hiring range for this position in Florida is $51,200 to $76,800 per year. The base pay actually offered will take into account internal equity and also may vary depending on the candidate's geographic region, job-related knowledge, skills, and experience among other factors. A bonus and/or long-term incentive units may be provided as part of the compensation package, in addition to the full range of medical, financial, and/or other benefits, dependent on the level and position offered.
Disclaimer
The above information on this description has been designed to indicate the general nature and level of work performed by employees within this classification. It is not designed to contain or be interpreted as a comprehensive inventory of all duties, responsibilities, and qualifications required of employees assigned to this job.
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