Personal banker jobs in Clearwater, FL

"We create happiness.” That's our motto at Walt Disney Parks and Resorts. And it permeates everything we do. At Disney, you'll help encourage that magic by enabling our teams to push the limits and build the never-before-seen! Are you ready to join this team and make an impact?" The Energy Trader will be a Walt Disney World Cast Member employed by the Reedy Creek Energy Services (RCES) organization which focuses on long-term Electric and Natural Gas plans for the Central Florida Tourism Oversight District (CFTOD). This position is responsible for short-term load forecasting, analyzing generation resources, managing power purchase agreements, and scheduling market energy in a manner that is reliable and least costly for CFTOD while complying with operating procedures and risk management policies. Additional responsibilities include providing analytical support for both short-term and long-term energy planning and as needed support for natural gas scheduling. This position is an on-site opportunity based in Orlando, FL reporting to Manager of Energy Planning. This position will require being available for on-call coverage of overnight hours as well as split weekend schedule. You Will Purchase electricity on an hourly and daily basis with favorable pricing and terms while ensuring compliance with operating procedures and risk management guidelines. Schedule purchased power including reservation of transmission and transaction tagging. Ensure accurate recording and reporting of transmission reservations, energy purchases, sales volumes, and pricing for invoicing Reconcile the monthly purchase and sales invoices with external clients and prepare monthly summaries. Monitor electric system loads and available resources to determine short-term needs. Continually monitor the energy and transmission market for current and potential conditions. In-depth knowledge of power purchase agreements terms and conditions, operating procedures and risk management policies. Develop and maintain strong working relationships internally and with contacts across various wholesale marketing and trading organizations across the Southeast. Provide analytical support for short-term and long-term resource planning and procurement. Provide support for regional reporting. Provide support on an as-needed basis for natural gas scheduling. Provide updates and feedback to management on current and potential energy market conditions and other issues that may affect CFTOD. You Will Have Knowledge of utility energy planning and operations Understanding the fundamentals of wholesale bulk power markets Proficiency with the OATI transmission and tagging scheduling platform Initiate/maintain business relationships with existing and potential business partners to stay abreast of current market conditions, ascertain opportunities, potential impact and expand market opportunities. Proficient with Microsoft Excel. Preferred Qualifications 5+ years of wholesale electric market experience. Experience with Southeastern power markets. Education Bachelor's degree in business administration, Economics, Marketing or Finance or related experience is required. Disney offers a rewards package to help you live your best life. This includes health and savings benefits, educational opportunities, and special extras that only Disney can provide. Learn more about our benefits and perks at **************************************** #LI-ML3, #DXFOS Job Posting Segment: FOS Job Posting Primary Business: RCES (WDW) Primary Job Posting Category: Utility Services (Operations) Employment Type: Full time Primary City, State, Region, Postal Code: Lake Buena Vista, FL, USA Alternate City, State, Region, Postal Code: Date Posted: 2025-11-26

Benchmark International's U.S. mergers & acquisitions practice is seeking a highly accomplished Senior Investment Banker to serve as Head of Middle Market M&A. This key leadership role oversees our national Middle Market sell-side practice, representing owner-operated companies across the United States generating $10-$25 million in EBITDA. You will lead a world-class transaction execution team, deliver strategic advisory services to founder-led businesses, and manage a sophisticated portfolio of sell-side engagements from initial client onboarding through to a successful closing. As a senior leader and visible face of the firm, you will collaborate closely with Benchmark International's CEO and executive leadership team. This position requires a seasoned dealmaker with a strong sell-side execution background, superior leadership skills, and the ability to mentor and inspire high-performing bankers. The role is ideal for a player-coach who excels at navigating complex middle market transactions and driving transformational outcomes for business owners. Job Responsibilities: Lead Deal Team & M&A Execution• Direct and lead the full execution function of the M&A lifecycle for Middle Market engagements.• Oversee active portfolio management and drive transactions through due diligence, negotiation, structuring, and closing.• Provide high-level strategic guidance to clients, ensuring alignment with their goals and market realities.• Ensure rigorous adherence to Benchmark International's process manual and best-in-class execution standards.Client Relationship Management• Build and maintain strong relationships with owner-operators and executive teams.• Serve as a trusted advisor, offering insight into market trends, valuation dynamics, buyer behavior, and strategic alternatives.• Support clients through the emotional and strategic complexities of selling a business.Team Construction, Leadership & Development• Recruit, develop, and lead a high-performing team of senior bankers, associates, and analysts.• Foster a collaborative, accountable, results-oriented environment.• Mentor team members to enhance their technical skills, client communication, and deal leadership abilities.Deal Origination Support• Collaborate with the Middle Market Team's dedicated Origination Unit to assist in sourcing new M&A mandates.• Leverage your experience and credibility to support origination strategy and win new client engagements.Strategic Planning & Market Intelligence• Remain current on industry, economic, and M&A market trends.• Translate market dynamics into actionable insights for clients and internal teams.• Represent Benchmark International at industry conferences, speaking events, and professional forums.Risk Management & Compliance• Ensure all transactions comply with legal, regulatory, and internal risk management standards.• Oversee due diligence processes and coordinate with legal, financial, and tax advisors.• Proactively identify risks and ensure smooth execution across every stage.Financial Analysis Oversight• Supervise financial modeling, valuation assessments, strategic analysis, and deal structuring.• Provide senior-level review and guidance to support accurate, effective financial decision-making. Additional Leadership Expectations As the leader and face of the Middle Market Team, you will:• Handle setbacks professionally and confidently.• Lead difficult conversations with owners, acquirers, and advisors.• Negotiate against seasoned professional buyers.• Take responsibility for process breakdowns, even when not directly responsible.• Foster cooperation with clients' attorneys, accountants, and other advisors.• Always Maintain Benchmark International's professional image.• Work outside normal business hours when required to meet client expectations.• Be available for occasional short notice travel (rarely more than three days). Job Qualifications: Experience• Minimum 12 years of M&A advisory experience with a proven track record executing complex middle-market sell-side transactions across industries.• Demonstrated ability to manage large deal teams and multiple simultaneous assignments.Education• Bachelor's degree in Finance, Economics, Business, or related field required.• MBA or advanced degree preferred; JD a plus.Leadership Skills• Proven ability to recruit, lead, and inspire high-performing teams.• Hands-on leader committed to developing talent.Client-Facing Expertise• Exceptional client relationship and advisory skills.• Clear history of successfully originating and executing middle market M&A engagements.Technical Competence• Strong financial modeling, valuation, and transaction structuring skills.• Deep understanding of legal documentation, deal mechanics, and M&A tax considerations.Industry Knowledge• Broad-based understanding of M&A markets, buyer landscapes, and industry-specific deal dynamics.• Extensive professional network within the M&A ecosystem.Communication Skills• Superior verbal and written communication skills.• Ability to distill complex ideas into clear, actionable insight. Personal Attributes• Process Driven: Strong adherence to Benchmark International's established M&A processes.• Strategic Thinker: Capable of seeing the big picture and anticipating long-term implications.• Results-Oriented: Operates effectively in fast-paced, high-pressure deal environments.• Entrepreneurial Mindset: Proactive, innovative, and opportunity focused.• Integrity & Professionalism: Upholds the highest ethical standards. Additional requirements:• Ability to obtain a Florida real-estate sales associate license within 90 days of employment.• No unfavorable history with FINRA, the SEC, or any state regulatory agency.• Ability to pass a criminal and professional background check prior to starting date.• Interested candidates should submit a resume and cover letter outlining their qualifications and relevant experience, Compensation This senior leadership role offers a competitive compensation package, including a base salary, commission, and performance-based bonuses. Final package will be determined on qualifications and experience. Benefits All Benchmark International positions offer paid time off, standard holidays, birthday holidays, and community service days. Employees are eligible for highly competitive company-subsidized medical, dental, vision, and AD&D insurance; 401k with company matching; flexible spending and health savings accounts (FSA & HSA); and flexible dependent care assistance accounts. Relocation assistance is not available for this role. Social Responsibility Benchmark International is an active, contributing member of the communities in which we work. The company participates in significant charitable giving opportunities throughout the year. Many of the recipient charities have been identified by our individual employees because of their personal passion for supporting particular needs. In addition, each employee is encouraged to use two paid workdays per year to provide their labor and skills to the community. About Benchmark International Benchmark International is a global mergers and acquisitions firm dedicated to delivering creative, value-maximizing solutions for business owners seeking to grow or exit their companies. Recognized as the #1 Sell-side Privately Owned M&A Advisor in the World by PitchBook and Refinitiv and named Investment Banking Firm of the Year by both the M&A Advisor and the Global M&A Network, we are known for our award-winning process and world-class service. Specializing in the transaction of mid-market companies, our teams operate from offices across the globe, representing clients in a wide variety of industries. Our unique, technology-driven approach connects sellers with the right acquirers-whether local or international-through a combination of proprietary databases, deep market insight, and strategic outreach. We offer an exciting opportunity to be part of a high-performance team with global reach. Our culture is rooted in collaboration, innovation, and continuous growth. We believe in promoting from within and are actively looking for ambitious professionals ready to shape the next chapter of our success story. Join us and be part of the next generation of leaders redefining M&A excellence. Benchmark International provides equal employment opportunities to all qualified individuals without regard to race, color, religion, sex, gender identity, sexual orientation, pregnancy, age, national origin, physical or mental disability, military or veteran status, genetic information, or any other protected classification. Equal employment opportunity includes, but is not limited to, hiring, training, promotion, demotion, transfer, leaves of absence, and termination. The company takes allegations of discrimination, harassment, and retaliation seriously, and will promptly investigate when such behavior is reported.

About the job Tampa International Forest Products is a significant player in the wood products industry, and we have been recognized as one of the premier commodity trading companies to work for. We are currently seeking a highly driven and competitive individual to join our growth-oriented team as a trader trainee! As a trainee, you will start out in our trader trainee development program, which is designed to provide you with a deep understanding of our industry and equip you with the necessary tools that pave the way for a rewarding career at TIFP. As a lumber trader, you will play a pivotal role in buying and selling lumber, cultivating client relationships, managing risk and margin and actively engaging in a dynamic market. If you are a highly motivated, self-starting individual who has a passion for developing customer relationships and a desire to thrive in a competitive environment, we encourage you to apply for this exciting opportunity! **This is not a remote opportunity** Responsibilities: Start learning the ins and outs of the industry through our logistics department by growing our transportation network and negotiating freight rates Network, cold-call, and qualify prospects to start building your own book of business Continuously generate new trading ideas by identifying market trends and opportunities Build relationships with clients and provide value through market intelligence. Travel to visit with clients on a quarterly basis. Keep a constant up-to-date knowledge of the markets to ensure continuous real-time price discovery. To thrive in this role, you are: Bilingual in English and Spanish Willing to travel to Mexico. A natural salesman with 2-5 years B2B sales experience. High energy with an entrepreneur spirit Ambitious, driven and achievement-oriented Excellent problem solving, analytical and mathematical skills Possess strong interpersonal and communication skills Ability to prioritize and perform multiple activities A strong desire to succeed and manage your own business.

Duties: Advise Ultra High Net Worth (UHNW) clients in the Financial Services space on personal balance sheet asset allocation, investment management, wealth planning, credit, and banking needs holistically. Co-manage and oversee growth strategy for the Greater Sarasota market to help the firm generate new assets under management (AUM) annually. Responsible for recruiting new bankers, training new hires, mentoring junior talent, and managing event planning, marketing, and branding efforts, in order to deliver exceptional investment experiences that ultimately maintain and grow client assets. Analyze clients' trusts and estates plan and their equities and fixed income exposure to provide targeted financial advice and develop technical solutions that fulfill clients' needs and objectives in the short-, medium-, and long-term through a goals-based planning approach and portfolio construction. Deliver exceptional investments experience to maintain clients' assets and continually grow them. Generate new business amongst financial sponsor and financial executive community and acquire new client assets, both from existing client base and via new client acquisition. Partner with internal specialists to provide expertise in yacht, aircraft, and art lending, connecting clients to other lines of business at the firm. Write subscription lines and private equity partner group lending. Strictly adhere to all risk and control policies, regulatory guidelines, and security measures. QUALIFICATIONS: Minimum education and experience required: Master's degree in Management, Finance, Accounting, Economics, Law, or related field of study plus five (5) years of experience in the job offered or as SC Banker, Deals Associate/Advisor, Mergers and Acquisitions (M&A) Manager, Assistant Chief Investment Officer (CIO), or related occupation. The employer will alternatively accept a Bachelor's degree in Management, Finance, Accounting, Economics, Law, or related field of study plus seven (7) years of experience in the job offered or as SC Banker, Deals Associate/Advisor, Mergers and Acquisitions (M&A) Manager, Assistant Chief Investment Officer (CIO), or related occupation. Skills Required: This position requires five (5) years of experience with the following skills: providing financial services, including personal balance sheet asset allocation, investment management, wealth planning, credit advising, private banking, and holistic banking, to high-net-worth (HNW) and ultra-high-net-worth (UHNW) individuals; prospecting UHNW individuals whose investment portfolios total at least $25 million, and converting those UHNW prospects to clients; advising clients on targeted trusts and estate planning strategy, and developing solutions for strategic portfolio construction; developing new client relationships by prospecting, profiling, overcoming objections, negotiation, team selling approach, closing the sale, and asking for referrals; managing and deepening existing client relationships; and building relationships and working with professional centers of influence such as law firms, tax advisers, or the family office adviser community. This position requires five (5) years of experience with marketing the following investment products: managed portfolios; brokerage accounts; global equities; fixed income; mutual funds; ETFs; alternative investments, including private equity and hedge funds; commodities; foreign exchange; derivatives and structured products; deposit and lending products including margin loans and mortgages; and complex lending against illiquid or alternative assets. This position requires knowledge of the following: equities; fixed income; trust, estate, and succession planning concepts, including uses of trusts, corporate entities, and partnerships in personal and estate planning; and corporate trust, estate, and personal tax concepts, including personal and estate taxation. This position requires the following license(s): Series 66. Job Location: 2 North Tamiami Trail, Sarasota, FL 34236

You have a passion for taking care of our customers and employees and making them feel welcomed and valued by building lasting relationships, doing the right thing, exceeding expectations and having a strong commitment to diversity and inclusion. Here at Chase, 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 a Private Client Banker in Branch Banking, you are the main point of contact for a select group of Chase's affluent clients as well as other customers in the Branch. You will manage their complete banking relationship across the company, utilizing a proactive and disciplined approach to generate growth in their balances. You will help acquire new clients by actively soliciting referrals and developing internal and external sources. Job responsibilities Shares the value of Chase Private Client with clients that may be eligible Actively manages their banking relationship through an advice-based approach, ensuring each client receives the best products and services for their needs Partners with Specialists (Private Client Advisors, Mortgage Bankers and Business Relationship Managers) to connect customers to experts who can help them with specialized financial needs Makes lives of clients more convenient by sharing and setting up self-service options to access their accounts 24 hours a day/ 7 days a week Adheres to policies, procedures, and regulatory banking requirements Required qualifications, capabilities, and skills Demonstrated success using a value-added, relationship-oriented approach to acquire and deepen client relationships 1+ year Branch Banking Banker or equivalent experience in financial services, with verifiable success in new client acquisition, cultivating, and maintaining customer relationships and revenue generation Beginning Oct. 1, 2018, if you are not currently registered, the Securities Industry Essential (SIE) exam, FINRA Series 6/7, state registration (including 63 or 66 if required) and Life licenses are required - or must be successfully completed within 180 days of starting the role Compliance with Dodd Frank/Truth in Lending Act* High school degree, GED, or foreign equivalent Adherence to policies, procedures, and regulatory banking requirements Ability to work branch hours, including weekends and some evenings Preferred qualifications, capabilities, and skills Excellent communication skills College degree or military equivalent Experience cultivating relationships with affluent clients Strong team orientation with a commitment of long-term career with the firm Dodd Frank/Truth in Lending Act This position is subject to the Dodd Frank/Truth in Lending Act qualification requirements for Loan Originators. As such, an employment offer for this position is contingent on JPMC's review of your criminal conviction history, credit report, information available through NMLS, and any other information relevant to a determination by JPMC that you demonstrate financial responsibility, good character, and general fitness for the position. Note that any felony conviction within the last seven years will disqualify you from consideration for this position. Your continued employment in this position would be contingent upon compliance with Truth in Lending Act/Dodd Frank Loan Originator requirements. In addition, this position requires National Mortgage Licensing System and Registry (NMLS) registration under the SAFE Act of 2008. As such, upon active employment with JPMorgan Chase, you will be required to either register on NMLS, or to update your existing registration as necessary to grant access to and reflect your employment with JPMorgan Chase. Your continued employment in this position with JPMorgan Chase is contingent upon compliance with the SAFE Act, including successful registration immediately after your start date, and timely completion of annual renewal and required updates thereafter. Any information obtained during the registration, update, and renewal processes or through NMLS notifications may impact your employment with the firm. Any of the completed information you provide during the Chase on-line application process may be transferred, on your behalf, to NMLS by JPMorgan Chase. Please carefully review the information you provide to Chase for accuracy and consistency and with any current NMLS record, if applicable, before submitting. Further information about NMLS and registration requirements of registration can be found at: **************************************************************************

Job Description As a Personal Banker, you play a pivotal role in delivering superior member service and helping members achieve their financial goals. You will be responsible for building and maintaining relationships with members, understanding their financial goals, and recommending appropriate credit union products and services. Personal Banker Job Responsibilities: Sales and Revenue Generation Drive sales and revenue growth by proactively identifying opportunities to cross-sell and upsell credit union products and services Meet or exceed sales goals while maintaining a high level of member satisfaction Build rapport and trust with members through personalized interactions and proactive outreach efforts Maintain regular communication with members to provide updates on their accounts, relevant promotions, and educational resources Collaborate with team members and participate in promotional campaigns and sales initiatives such as marketing call lists and community events to maximize business opportunities Member Relationship Management Develop and nurture strong relationships with members by providing exceptional service and personalized financial advice Proactively engage with members to understand their financial objectives, lifestyle, and preferences Serve as primary point of contact for member inquires, concerns, and transactional needs Tailor communication style and messaging to resonate with diverse member demographics and preferences Financial Consultation Conduct thorough interviews with members to understand their financial goals, preferences, and current banking needs identifying their short and long-term financial goals Utilize effective questioning techniques to uncover underlying financial needs and opportunities for improvement Recommend credit union products and services that align with members' needs, including checking accounts, savings accounts, loans, and investment options Educate members on various financial products, services, and digital credit union platforms to enhance their financial literacy and empower informed decision-making Risk Management and Compliance Adhere to all regulatory requirements, credit union policies, and procedures to ensure compliance and mitigate risks Conduct thorough due diligence and verification processes for account openings, transactions, and documentation Personal Banker Experience: Two to Five years of similar or related experience, including time spent in preparatory positions Demonstrated aptitude and desire for sales environment Bilingual (English/Spanish) Preferred Personal Banker Education: 2 year college degree or completion of a specialized course of study at a business or trade school Personal Banker Schedule: Tuesday through Saturday Great Benefits Package!

ATTENTION MILITARY AFFILIATED JOB SEEKERS - Our organization works with partner companies to source qualified talent for their open roles. The following position is available to Veterans, Transitioning Military, National Guard and Reserve Members, Military Spouses, and Wounded Warriors. If you have the required skill set, education requirements, and experience, please click the submit button and follow the next steps. All positions are onsite, unless otherwise stated. Why Wells Fargo: Boots to Banking Program: 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 Roving Personal Banker (SAFE) for our National Branch Network as part of the Consumer, Small & Business Banking division. In this role you will: Provide support across a variety of branch locations within a specific geography where a banker or teller is out of the office or to temporarily cover vacancies Be flexible and adaptable to changing priorities and new surroundings while meeting customer needs Participate in delivery of exceptional customer experience by building relationships through proactive outreach as well as proposing appropriate products, services, and digital solutions to help customers succeed financially Assist customers with basic requests related to opening new accounts, completing service requests, and submitting credit applications Receive direction from managers and exercise judgement within defined policies and procedures Develop understanding of bank products and services to connect to customers' needs Interact with customers to demonstrate care and build relationships Provide appropriate options for bank products and services to customer Refer customers' financial needs to other bankers and partners as needed This SAFE position has customer contact and job duties which may include the offering/negotiating of terms and/or taking an application for a dwelling secured transaction. As such, this position requires compliance with the S.A.F.E. Mortgage Licensing Act of 2008 and all related regulations. Ongoing employment is contingent upon meeting all such requirements, including acceptable background investigation results. Individuals in a SAFE position also must meet the Loan Originator requirements under Regulation Z (LO) outlined in the job expectations below 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: Military experience including working with military protocol and instructions, enlisted evaluations, officer/leadership reporting Military experience including working in personnel benefits management, processing military personnel orders or transitions, wartime readiness operations, human resources or military recruiting Military experience including experience in having customer service focus and handling complex transactions across multiple systems Military experience including supporting customers and employees in resolving or escalating concerns or complaints Experience proactively engaging with customers through outreach via phone or email Ability to educate and connect customers to technology and share the value of mobile banking options Ability to help customers succeed financially by offering introductions to additional team members as appropriate Experience working with others on a team to meet customer needs Ability to build strong relationships with internal partners Ability to follow policies, procedures, and regulations Ability to identify potential fraud/risky accounts and take appropriate action to prevent loss Ability to interact with integrity and professionalism with customers and team members Proficient with proactively sourcing, acquiring, building, and maintaining strong relationships with customers and colleagues Job Expectations: Ability to travel 100% of the time within the district Commute to the assigned location(s) for the duration of the branch assignment (reimbursement for mileage is provided) Ability to work a schedule that may include most Saturdays Maintains cash drawer, cash handling and balancing and spends time completing service-related tasks as needed This position is not eligible for Visa sponsorship This position requires SAFE registration at the time of employment. Wells Fargo will initiate the SAFE registration process immediately after your employment start date. The Nationwide Mortgage Licensing System (NMLS) website (************************************************* provides the MU4R questions and registration required for employment in this position. Individuals in Loan Originator (LO) positions must meet the Consumer Financial Protection Bureau qualification requirements and comply with related Wells Fargo policies. The LO qualification requirements include meeting applicable financial responsibility, character, general financial fitness and criminal background standards. A current credit report will be used to assess your financial responsibility and credit fitness, however, a credit score is not included as part of the evaluation. Successful candidates must also meet ongoing regulatory requirements including additional screening, if necessary Posting Location(s): Greater Tampa, FL Pay Range: This job profile is eligible for a 10% pay differential. #BootstoBankingProgram Posting End Date: 23 Dec 2025 *Job posting may come down early due to volume of applicants.

Job Details Largo, FL Full TimeDescription Why have a job when you can build a career? We are proud to be defined by the excellent service and convenience offered to our members, as well as our diverse workforce and company culture. There are many reasons to work for MIDFLORIDA, which is probably why we were voted one of Florida Trend's "Best Places to Work." MIDFLORIDA offers a positive team culture, an open-door management style, a commitment to diversity, stability, competitive benefits, and a career path with a growing, successful company! Join us in our mission to improve the financial well-being of our members! Relationship Bankers perform the following functions: Improve the financial well-being of our members and provide excellent service by identifying and recommending appropriate MIDFLORIDA Credit Union products and services to create fully engaged financial relationships with our members. Complete signature card, loan, IRA, and other documentation in a timely and accurate manner. Manage a cash drawer and assist in daily branch balancing as needed. Present a neat and professional personal appearance, in accordance with credit union professional image standards. Exercise sound judgment and discretion while remaining compliant with well-defined limits and guidelines. Exhibit a high degree of integrity, trustworthiness, and professionalism always. Exude a positive and professional attitude with members and partners consistently. Develop a strong understanding of customer facing technology with the ability to discuss with and enroll members in self-service options. Proactively identify ways to improve employee and member experiences. Perform other duties as assigned. Qualifications Qualified candidates will possess: Possess excellent customer service skills along with strong verbal and written communications skills. Must have a strong desire to help people. History of cash handling experience. Proficient in the use of computers, the internet and Microsoft Office. A history of meeting or exceeding sales expectations. Minimum of 2-3 years of experience, including teller, new accounts, and lending. Familiarity with credit union and/or banking regulations. The eligibility to meet the requirements of the SAFE Act to be registered as an MLO with NMLS. Availability to work any shift between the operating hours of 7:00 AM - 7:00 PM Monday through Friday and between 8:00 AM - 1:30 PM on Saturdays. A High School Diploma or equivalent is required. MIDFLORIDA Perks: Stability Opportunity for growth Paid time off and paid holidays Tuition assistance after 6 months of service 401K Plan with employer matching Health, Dental, and Vision Insurance - Generous and affordable plans for employee and family Employee Assistance Program- No waiting period to access benefit Salary and Bonuses - Bonus programs and annual appraisals with salary increase opportunities 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.

Application Deadline: 12/30/2025 Address: 5461 N US Highway 41 Job Family Group: Retail Banking Sales & Service Delivers exceptional service to BMO customers and prospects. Identifies customer needs and provides advice and guidance regarding financial solutions that are in the best interests of customers. Works collaboratively within the branch and through various channels with BMO partners to deliver the desired customer experience and achieve overall business objectives. Takes a lead in proactively engaging with existing customers and prospects by providing needs-based assessments to grow loyalty and identify immediate / future opportunities. Engages customers to complete needs assessments that identify financial solutions and preferred banking channels while recommending tailored solutions addressing both sales and service needs (e.g. everyday banking, retail investments, lending solutions, home financing (including business-for-self applications)), and small business solutions). Offers clients advice and guidance on available digital and self-serve options with the goal of making banking easy, simple, and fast. Supports customer transactions needs based on customer traffic. Engages customers to grow BMO's business by reaching out, generating appointments, and building new relationships within the community. Addresses questions and resolves issues raised through consumer credit audits and quality checks to ensure accurate data entry and lending application recommendations in compliance with legal and regulatory requirements and lending policies and processes. Applies the risk management framework to the portfolio to protect the Bank's assets and maintain the quality of the lending portfolio in compliance with requirements for the lending process and established yield, quality, diversification, and risk guidelines. Makes credit recommendations for personal lending transactions, including home financing, in accordance with sound credit granting principles and with the Bank's policies and procedures. Acts as a key member of a collaborative and versatile branch and market team. Probes to understand customer personal banking and credit card needs and integrates marketing promotions and programs into customer conversations to provide strategic advice. Organizes work information to ensure accuracy and completeness. Takes the initiative to find creative approaches that make each customer's experience feel personal. Looks for ways to contribute to the ongoing improvement of the overall customer experience. Contributes to business results and the overall experience delivered. May work at multiple branches or through various channels based on market needs; work schedule may differ from week to week in terms of days worked, hours, and shifts. Follows through on risk and compliance processes and policies to ensure we safeguard our customers' assets, maintain their privacy, and act in their best interest. Keeps current with the wider financial services marketplace, the legal and regulatory environment, and our commitment to uphold the highest ethical requirements of our industry. Maintains current knowledge of personal banking products, practices, and trends and integrates into customer conversations. Identifies and reports suspicious patterns of activity that are suspected to be related to money laundering. Complies with legal and regulatory requirements for the jurisdiction. Protects the Bank's assets in compliance with all regulatory, legal, and ethical requirements. Completes complex & diverse tasks within given rules/limits and may include handling escalations from other employees. Analyzes issues and determines next steps. Broader work or accountabilities may be assigned as needed. Qualifications: Typically between 2 - 3 years of relevant experience and post-secondary degree in related field of study desirable or an equivalent combination of education and experience. Canada only: Registration to sell investment products completed - as appropriate for the jurisdiction. Appropriate lending qualifications and designations. Working knowledge of personal and small business customer needs and solutions. Working knowledge of retail investments and lending products. Experience in financial services is an asset. Confident and experienced in the use of social media, tablets, Smart phones, online tools, and applications. Experience in a consultative customer service or sales role, with a drive to deliver a personal customer experience. Passionate commitment to helping our customers. Drive to deliver a personal customer experience. A focus on results and the ability to thrive in a consultative sales and team-based environment. Resourceful self-starter with courage and confidence to approach customers. Readiness to collaborate and work in different capacities as part of a team. Strong interpersonal skills, including the ability to build rapport and connections with customers. An aptitude for listening, solving problems, and responding flexibly and creatively to new challenges. Specialized knowledge. Verbal & written communication skills - Good. Organization skills - Good. Collaboration & team skills - Good. Analytical and problem solving skills - Good. U.S. Only: This position will act as an originator of consumer loans as defined by Regulation Z, Regulation G, and the Secure and Fair Enforcement for Mortgage Licensing Act (the S.A.F.E. Act). This position will require a Federal registration with the Nationwide Mortgage Licensing System and Registry. The Bank will instruct you on the registration requirements needed to comply with this requirement. A criminal background review and credit history evaluation will be required for this position as well as restrictions on performing in a real estate agent capacity. Salary: $41,714.00 - $65,000.00 Pay Type: Salaried The above represents BMO Financial Group's pay range and type. Salaries will vary based on factors such as location, skills, experience, education, and qualifications for the role, and may include a commission structure. Salaries for part-time roles will be pro-rated based on number of hours regularly worked. For commission roles, the salary listed above represents BMO Financial Group's expected target for the first year in this position. BMO Financial Group's total compensation package will vary based on the pay type of the position and may include performance-based incentives, discretionary bonuses, as well as other perks and rewards. BMO also offers health insurance, tuition reimbursement, accident and life insurance, and retirement savings plans. To view more details of our benefits, please visit: ******************************************** About Us At BMO we are driven by a shared Purpose: Boldly Grow the Good in business and life. It calls on us to create lasting, positive change for our customers, our communities and our people. By working together, innovating and pushing boundaries, we transform lives and businesses, and power economic growth around the world. As a member of the BMO team you are valued, respected and heard, and you have more ways to grow and make an impact. We strive to help you make an impact from day one - for yourself and our customers. We'll support you with the tools and resources you need to reach new milestones, as you help our customers reach theirs. From in-depth training and coaching, to manager support and network-building opportunities, we'll help you gain valuable experience, and broaden your skillset. To find out more visit us at ************************* BMO is proud to be an equal employment opportunity employer. We evaluate applicants without regard to race, religion, color, national origin, sex (including pregnancy, childbirth, or related medical conditions), sexual orientation, gender identity, gender expression, transgender status, sexual stereotypes, age, status as a protected veteran, status as an individual with a disability, or any other legally protected characteristics. We also consider applicants with criminal histories, consistent with applicable federal, state and local law. BMO is committed to working with and providing reasonable accommodations to individuals with disabilities. If you need a reasonable accommodation because of a disability for any part of the employment process, please send an e-mail to ************************** and let us know the nature of your request and your contact information. Note to Recruiters: BMO does not accept unsolicited resumes from any source other than directly from a candidate. Any unsolicited resumes sent to BMO, directly or indirectly, will be considered BMO property. BMO will not pay a fee for any placement resulting from the receipt of an unsolicited resume. A recruiting agency must first have a valid, written and fully executed agency agreement contract for service to submit resumes.

Successful State Farm Agent is seeking a qualified professional to join their winning team for the role of Financial Services Representative State Farm Agent Team Member. We seek an energetic professional interested in helping our business grow through value-based conversations and remarkable customer experience. If you are a motivated self starter who thrives in a fast-paced environment, then this is your opportunity for a rewarding career with excellent income and growth potential. Responsibilities Establish customer relationships and follow up with customers, as needed. Use a customer-focused, needs-based review process to educate customers about insurance options. Work with the agent to establish and meet marketing goals. Develop leads, schedule appointments, identify customer needs, and market appropriate products and services. Work with the agent to identify and support local community events in our market. Work with the agent to help manage the website and social media content. As an Agent Team Member, you will receive... Simple IRA Group Life Insurance Benefits Salary plus commission/bonus Commission plus bonus Growth potential/Opportunity for advancement within my agency Requirements Excellent interpersonal skills Excellent communication skills - written, verbal and listening Enthusiastic about the role insurance and financial products play in helping people manage the risks of everyday life, recover from the unexpected, and realize their dreams People-oriented Self-motivated Proactive in problem solving Experience in a variety of computer applications, particularly Windows Pride in getting work done accurately and timely Ability to work in a team environment Bilingual - Spanish preferred If you are motivated to succeed and can see yourself in this role, pleasecomplete our application. We will follow up with you on the next steps inthe interview process. This position is with a State Farm independent contractor agent, not with State Farm InsuranceCompanies. Employees of State Farm agents must be able to successfully complete anyapplicable licensing requirements and training programs. State Farm agents are independent contractors who hire their own employees. State Farm agents employees are not employees of State Farm.

BayFirst National Bank is a full-service community bank dedicated to providing a wide range of high-quality banking services delivered in a personalized, friendly manner. Founded in 1999 and headquartered in St. Petersburg, Florida, we are a true community bank with the goal of becoming a one-stop shop and trusted financial resource for the communities that we serve. Understanding that our employees are our most valuable resource, we are committed to providing career development opportunities, competitive compensation, and generous benefits to our entire workforce. As an organization, we encourage open communication in an environment of mutual respect, where hard work is rewarded, and a professional but informal atmosphere is valued within the workplace. Primary Purpose of Position: This position must exemplify our retail mindset by understanding our clients' needs are at the center of all we do. The position requires a thorough understanding of all bank products and services, effective communication, and the ability to meet the clients' needs on their terms. Universal Bankers are responsible for establishing and maintaining client relationships and exceeding client expectations in terms of accuracy, efficiency, courtesy, and professionalism. Universal Bankers at BayFirst understand and appreciate the hours needed to meet client service expectations in a retail banking environment, as well as time for marketing and community events. Employees will be asked to provide coverage for other banking centers in the area as needed. Primary responsibilities include but are not limited to: Proficient in all bank products, programs, and services in order to provide our customers the best service possible. Ability to understand client's financial needs and make appropriate product recommendations and referrals. Meets or exceeds individual goals while supporting goals of the banking center. Performs routine customer transactions including deposits, withdrawals, cash advances, loan payments, transfers, check cashing, cashier's checks, and issues debit cards. Opens and closes accounts, including checking, savings, CDs, IRAs, and safe deposit boxes and balances daily transactions and verifies cash totals. Exceed client expectations in terms of accuracy, efficiency, courtesy, and professionalism. Qualifications include but are not limited to: Previous banking experience preferred but not required. High school diploma or equivalent. Bilingual in English and Spanish preferred. Strong analytical and problem-solving skills. Excellent communication skills both verbal and written. Detail-oriented. Positive retail mindset. Ability to manage multiple priorities under time constraints. Location: 5250 Park Boulevard, Pinellas Park, FL 33781 All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or status as a protected veteran.

BayFirst National Bank is a full-service community bank dedicated to providing a wide range of high-quality banking services delivered in a personalized, friendly manner. Founded in 1999 and headquartered in St. Petersburg, Florida, we are a true community bank with the goal of becoming a one-stop shop and trusted financial resource for the communities that we serve. Understanding that our employees are our most valuable resource, we are committed to providing career development opportunities, competitive compensation, and generous benefits to our entire workforce. As an organization, we encourage open communication in an environment of mutual respect, where hard work is rewarded, and a professional but informal atmosphere is valued within the workplace. Primary Purpose of Position: This position must exemplify our retail mindset by understanding our clients' needs are at the center of all we do. The position requires a thorough understanding of all bank products and services, effective communication, and the ability to meet the clients' needs on their terms. Universal Bankers are responsible for establishing and maintaining client relationships and exceeding client expectations in terms of accuracy, efficiency, courtesy, and professionalism. Universal Bankers at BayFirst understand and appreciate the hours needed to meet client service expectations in a retail banking environment, as well as time for marketing and community events. Employees may be asked to provide coverage for other banking centers in the area as needed. Primary responsibilities include but are not limited to: Become proficient in all bank products, programs, and services in order to provide our customers the best service possible. Ability to understand client's financial needs and make appropriate product recommendations and referrals. Meets or exceeds individual goals while supporting goals of the banking center. Performs routine customer transactions including deposits, withdrawals, cash advances, loan payments, transfers, check cashing, cashier's checks, and issues debit cards. Opens and closes accounts, including checking, savings, CDs, IRAs, and safe deposit boxes and balances daily transactions and verifies cash totals. Exceed client expectations in terms of accuracy, efficiency, courtesy, and professionalism. Qualifications include but are not limited to: Previous banking experience preferred but not required. High school diploma or equivalent. Bilingual in English and Spanish preferred. Strong analytical and problem-solving skills. Excellent communication skills both verbal and written. Detail-oriented. Positive retail mindset. Ability to manage multiple priorities under time constraints. Location: 5250 Park Boulevard, Pinellas Park, FL 33781 All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or status as a protected veteran.

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.

Why Wells Fargo: Boots to Banking Program 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 Roving Personal Banker (SAFE) for our National Branch Network as part of the Consumer, Small & Business Banking division. Learn more about the career areas and business divisions at wellsfargojobs.com. In this role you will: Provide support across a variety of branch locations within a specific geography where a banker or teller is out of the office or to temporarily cover vacancies Be flexible and adaptable to changing priorities and new surroundings while meeting customer needs Participate in delivery of exceptional customer experience by building relationships through proactive outreach as well as proposing appropriate products, services, and digital solutions to help customers succeed financially Assist customers with basic requests related to opening new accounts, completing service requests, and submitting credit applications Receive direction from managers and exercise judgement within defined policies and procedures Develop understanding of bank products and services to connect to customers' needs Interact with customers to demonstrate care and build relationships Provide appropriate options for bank products and services to customer Refer customers' financial needs to other bankers and partners as needed This SAFE position has customer contact and job duties which may include the offering/negotiating of terms and/or taking an application for a dwelling secured transaction. As such, this position requires compliance with the S.A.F.E. Mortgage Licensing Act of 2008 and all related regulations. Ongoing employment is contingent upon meeting all such requirements, including acceptable background investigation results. Individuals in a SAFE position also must meet the Loan Originator requirements under Regulation Z (LO) outlined in the job expectations below 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: Military experience including working with military protocol and instructions, enlisted evaluations, officer/leadership reporting Military experience including working in personnel benefits management, processing military personnel orders or transitions, wartime readiness operations, human resources or military recruiting Military experience including experience in having customer service focus and handling complex transactions across multiple systems Military experience including supporting customers and employees in resolving or escalating concerns or complaints Experience proactively engaging with customers through outreach via phone or email Ability to educate and connect customers to technology and share the value of mobile banking options Ability to help customers succeed financially by offering introductions to additional team members as appropriate Experience working with others on a team to meet customer needs Ability to build strong relationships with internal partners Ability to follow policies, procedures, and regulations Ability to identify potential fraud/risky accounts and take appropriate action to prevent loss Ability to interact with integrity and professionalism with customers and team members Proficient with proactively sourcing, acquiring, building, and maintaining strong relationships with customers and colleagues Job Expectations: Ability to travel 100% of the time within the district Commute to the assigned location(s) for the duration of the branch assignment (reimbursement for mileage is provided) Ability to work a schedule that may include most Saturdays Maintains cash drawer, cash handling and balancing and spends time completing service-related tasks as needed This position is not eligible for Visa sponsorship This position requires SAFE registration at the time of employment. Wells Fargo will initiate the SAFE registration process immediately after your employment start date. The Nationwide Mortgage Licensing System (NMLS) website (************************************************* provides the MU4R questions and registration required for employment in this position. Individuals in Loan Originator (LO) positions must meet the Consumer Financial Protection Bureau qualification requirements and comply with related Wells Fargo policies. The LO qualification requirements include meeting applicable financial responsibility, character, general financial fitness and criminal background standards. A current credit report will be used to assess your financial responsibility and credit fitness, however, a credit score is not included as part of the evaluation. Successful candidates must also meet ongoing regulatory requirements including additional screening, if necessary Posting Location(s): Greater Tampa, Florida Pay Range: This job profile is eligible for a 10% pay differential. #BootstoBankingProgram Posting End Date: 23 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.

Third Federal is a leading lender of conventional home mortgages lending in 27 states, plus the District of Columbia, with retail branch offices in Ohio and Florida. Our mission is to help people achieve the dream of home ownership and financial security while creating value for our customers, our communities, our associates, and our stockholders. Our value system of love (concern for others), trust, respect, a commitment to excellence, and fun is at the heart of our commitment to our mission, and just as importantly, to our company culture. Through this, we help people find the loan or savings product that makes sense for them. At Third Federal, you will find strength and stability in your career. In our nearly 90-year history, we have never had layoffs, and have one of the lowest annual turnover rates at 6% (versus an industry average of nearly 19%). We have been certified as a 'Great Place to Work' multiple times in the last decade alone, and have been recognized with several additional workplace awards and recognitions. Because Third Federal associates are the foundation of our success, we take a genuine interest in each of them - from their professional development to their health and wellness. Role Summary We are looking for a great customer service professional to join our team at our Port Richey Branch, 8270 Ridge Rd. Port Richey FL 34668. The philosophy behind a Universal Banker is to be proficient in all areas of the branch, which allows you to assist all customers with any product that we offer. This position is ideal for someone who would like to grow through a career in banking. Success in this role is not measured with high-pressure sales goals or quotas. Instead, we focus on creating meaningful connections and handling each customer like a valued member of our family. Our ideal candidate will thrive in a collaborative, team-based environment and embody our values of love, trust, respect, commitment to excellence, and fun. This is a full time, onsite position. We provide a comprehensive training program to set you up for success from the very beginning. Responsibilities * Run a teller window * Open depository accounts (checking, savings, certificate of deposit, IRA's) * Resolve customer issues on the platform * Take equity line/loan and/or mortgage applications * Carry a pipeline of loans application through closing * Assist customers with banking transactions on the platform, in the teller area, and/or over the phone * Ability to work in all areas of the branch Requirements * High school diploma or equivalent * 6+ months of recent retail bank teller experience and/or 1+ years of high-volume cashing-handling experience * Outstanding customer service skills, including professional grammar and demeanor * Positive, proactive, and friendly interpersonal skills * Recent experience working on the platform with new account openings and resolving customer issues preferred * Exposure to conventional first mortgages is a plus Third Federal Perks & Benefits * Competitive compensation packages * Medical, dental, vision, and more * 401k match * 11 Bank Holidays + vacation/sick time * Stock Ownership Allocation * Exceptional culture and value system * Strong work/life balance * Growth opportunities * Mortgage Discount Program * Education Reimbursement Program Our anticipated pay range for this position is $18.00 - $26.00 per hour. At Third Federal, we're committed to transparency throughout the hiring process. The pay range listed is based on relevant market data, role responsibilities, and skills required for the position. Individual pay will be thoughtfully determined by a candidate's qualifications, experience, and other relevant factors. Third Federal is an Equal Opportunity and Affirmative Action Employer. All qualified applicants will receive consideration for employment without regard to race, color, ethnicity, religion, sex, national origin, gender identification or sexual orientation, disability, protected veteran status or any other classification protected under law.

Benefits: Competitive salary Opportunity for advancement Training & development *This role requires bilingual Spanish* Are you a motivated and customer-centric individual with a passion for sales and a desire to make a positive impact on people's lives? Do you dream of a rewarding career where your efforts are recognized and rewarded? Look no further! Mark Rossmiller State Farm is seeking a Sales Associate to join our dynamic and successful team. About Us:At Mark Rossmiller State Farm, we are more than just an insurance agency; we are a trusted partner in our customers' lives, providing them with protection and peace of mind. With years of experience and a commitment to exceptional customer service, we have built a strong reputation as a leader in the insurance industry. As a State Farm agency, we have access to a wide range of insurance and financial products, enabling us to provide tailored solutions to our valued clients. About Mark Rossmiller Local State Farm agent in Sun City Center, Florida State Farm Experience since 1987 Chairman Circle Qualifier Offering Health Insurance FREE Insurance Review llinois State University Graduate Role and Responsibilities:As a Sales Associate at Mark Rossmiller State Farm, you will play a pivotal role in helping individuals and families protect what matters most to them. Your key responsibilities will include: Sales and Customer Acquisition: Engaging with potential customers to understand their insurance needs and recommending personalized insurance and financial products that align with their unique requirements. Lead Generation: Proactively seeking out new business opportunities through various channels, including referrals, networking events, and community involvement. Consultative Selling: Conducting in-depth consultations with customers, identifying their coverage needs, and presenting suitable solutions in a clear and understandable manner. Customer Relationship Management: Building strong and lasting relationships with clients, ensuring their satisfaction, and providing ongoing support. Team Collaboration: Working closely with our team to achieve individual and team sales targets and contribute to the overall success of the agency. Qualifications:To excel in this role, we are seeking candidates with the following qualifications: Sales Experience: Prior experience in sales or customer service is preferred, but we welcome individuals with a genuine passion for sales and a determination to succeed. Communication Skills: Excellent verbal and written communication abilities to effectively convey insurance concepts and provide top-notch customer service. Customer-Centric: A strong commitment to providing outstanding service and building long-term relationships with clients. Goal-Oriented: A self-motivated and goal-driven individual with a proven track record of meeting and exceeding sales targets. Insurance Knowledge: While not required, familiarity with insurance products and industry practices will be advantageous. Bilingual Spanish Licensing Benefits Ongoing training and development opportunities to enhance your skills and knowledge. A supportive and collaborative team that feels like family. Opportunities for career growth and advancement within the agency. Salary plus commission/bonus Paid time off (vacation and personal/sick days) Growth potential/Opportunity for advancement within my office HOURS 8:30-5:00 Compensation: $40,000.00 - $55,000.00 per year About Our Agency Our mission is to help people manage the risks of everyday life, recover from the unexpected and realize their dreams. We help customers with their insurance and financial services needs, including Auto Insurance, Home Insurance, Life Insurance, Retirement Planning, Business Insurance, College Planning, and Renters Insurance. Our office is located in Sun City Center, Riverview, Brandon FL. I have been a State Farm agent since 2001. Before becoming a State Farm Agent, I was previously employed as a State Farm Employee. I am a proud graduate of Illinois State. We currently have 32 team members at our agency. Our agency has received awards including: President's Club, Chairman's Circle, Ambassador Travel, Legion of Honor, Million Dollar Round Table, Senior Vice President's Club, Silver Scroll, and Bronze Tablet Additional languages spoken: Spanish, Polish, and Vietnamese Apply now and let us put you on the path to success. State Farm agents are independent contractors who hire their own employees. State Farm agents' employees are not employees of State Farm. Agents are responsible for and make all employment decisions regarding their employees.

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 will be required to branches within the region as needed. Equal Opportunity Employer, including disabled/veterans.

Why Wells Fargo: Boots to Banking Program 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 Roving Personal Banker (SAFE) for our National Branch Network as part of the Consumer, Small & Business Banking division. Learn more about the career areas and business divisions at wellsfargojobs.com. In this role you will: Provide support across a variety of branch locations within a specific geography where a banker or teller is out of the office or to temporarily cover vacancies Be flexible and adaptable to changing priorities and new surroundings while meeting customer needs Participate in delivery of exceptional customer experience by building relationships through proactive outreach as well as proposing appropriate products, services, and digital solutions to help customers succeed financially Assist customers with basic requests related to opening new accounts, completing service requests, and submitting credit applications Receive direction from managers and exercise judgement within defined policies and procedures Develop understanding of bank products and services to connect to customers' needs Interact with customers to demonstrate care and build relationships Provide appropriate options for bank products and services to customer Refer customers' financial needs to other bankers and partners as needed This SAFE position has customer contact and job duties which may include the offering/negotiating of terms and/or taking an application for a dwelling secured transaction. As such, this position requires compliance with the S.A.F.E. Mortgage Licensing Act of 2008 and all related regulations. Ongoing employment is contingent upon meeting all such requirements, including acceptable background investigation results. Individuals in a SAFE position also must meet the Loan Originator requirements under Regulation Z (LO) outlined in the job expectations below 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: Military experience including working with military protocol and instructions, enlisted evaluations, officer/leadership reporting Military experience including working in personnel benefits management, processing military personnel orders or transitions, wartime readiness operations, human resources or military recruiting Military experience including experience in having customer service focus and handling complex transactions across multiple systems Military experience including supporting customers and employees in resolving or escalating concerns or complaints Experience proactively engaging with customers through outreach via phone or email Ability to educate and connect customers to technology and share the value of mobile banking options Ability to help customers succeed financially by offering introductions to additional team members as appropriate Experience working with others on a team to meet customer needs Ability to build strong relationships with internal partners Ability to follow policies, procedures, and regulations Ability to identify potential fraud/risky accounts and take appropriate action to prevent loss Ability to interact with integrity and professionalism with customers and team members Proficient with proactively sourcing, acquiring, building, and maintaining strong relationships with customers and colleagues Job Expectations: Ability to travel 100% of the time within the district Commute to the assigned location(s) for the duration of the branch assignment (reimbursement for mileage is provided) Ability to work a schedule that may include most Saturdays Maintains cash drawer, cash handling and balancing and spends time completing service-related tasks as needed This position is not eligible for Visa sponsorship This position requires SAFE registration at the time of employment. Wells Fargo will initiate the SAFE registration process immediately after your employment start date. The Nationwide Mortgage Licensing System (NMLS) website (************************************************* provides the MU4R questions and registration required for employment in this position. Individuals in Loan Originator (LO) positions must meet the Consumer Financial Protection Bureau qualification requirements and comply with related Wells Fargo policies. The LO qualification requirements include meeting applicable financial responsibility, character, general financial fitness and criminal background standards. A current credit report will be used to assess your financial responsibility and credit fitness, however, a credit score is not included as part of the evaluation. Successful candidates must also meet ongoing regulatory requirements including additional screening, if necessary Posting Location(s): Greater Tampa, Florida Pay Range: This job profile is eligible for a 10% pay differential. #BootstoBankingProgram Posting End Date: 23 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.

It is the goal of our Banking Representatives to provide quality exceptional service to our clients and prospective clients while operating a paying and receiving client window, balancing individual cash drawers and performing a variety of transactions including deposits, cash checks, payments, CTR preparation and client inquiries. Primary Duties and Responsibilities Consistently delivers outstanding client service with a friendly, can-do attitude, and willingness to help at all times. Acts as a cultural ambassador to internal and external clients, providing a professional, exceptional, and supportive experience with each interaction. Initiates conversations to uncover client needs and capable of effectively referring customers to business partners for the selling and cross-selling of Bank products and services to clients, so that personal and Bank goals are consistently met and /or exceeded. Demonstrates a developed rapport with the client base, greet by/use name, have knowledge of account ownership, be responsive and timely with requests and problem resolution and display a caring attitude. Maintains a balancing record that is in line with policy and has the ability to find and correct outages and to enlist help as needed for more difficult errors. Utilizes knowledge of the Bank policies and procedures and takes responsibility to keep up to date on any changes. Continuously increases knowledge and skills through self-motivation, formal education, seminars and in-house training. Maintains a well-developed working knowledge of the complete line of products and services offered, taking responsibility to keep up to date and request assistance for further development needs. Communicates via written or verbal format, at a professional level common within a business setting. Works in a team environment with the ability to interact well, and in a positive manner, with co-workers and management. Maintains a position of trust and responsibility by keeping all client business confidential. This job description reflects management's assignment of essential functions; it does not prescribe or restrict the tasks that may be assigned. Minimum Qualifications Experience with direct customer contact High school diploma/GED Preferred Qualifications Experience delivering high levels of customer service and working with clients on a daily basis. Previous teller or cash handling experience. Experience working with Fiserv suite of systems. Our Way Preserve and enhance our culture in which the values of honesty, integrity, confidentiality, trust and respect are the underlying principles by which we work Make a meaningful difference in our community through our service and financial support Maintain a safe and sound institution that operates in conformity with the spirit as well as the letter of all applicable laws, rules and regulations, and to maintain open and forthright communication with our regulators Benefits You will have the opportunity to participate, subject to the terms and conditions of the respective plans, in a comprehensive package of benefits. As a highlight: Eligibility for health, dental, vision, life and disability insurance coverages Retirement Plan - 401k with matching ESOP- Employee Stock Ownership Plan Time away from work - vacation time, sick time and holidays Paid parental leave Tuition Assistance Professional development opportunities THE BANK OF TAMPA IS AN EQUAL OPPORTUNITY EMPLOYER A DRUG FREE WORKPLACE E-VERIFY EMPLOYER