Patient Financial Services Representative-Thoracic Surgery-FT-Days-MPG
Personal banker job in Hollywood, FL
At Memorial, we are dedicated to improving the health, well-being and, most of all, quality of life for the people entrusted to our care. An unwavering commitment to our service vision is what makes the difference. It is the foundation of The Memorial Experience.
Summary
The Patient Financial Services Representative (PFSR) serves as the first point of contact in greeting patients and guarantors in the hospital, ambulatory or medical office setting. The PFSR engages with the patient or guarantor to obtain pertinent information and answer any questions in an effort to ensure that all required demographic, financial, and insurance eligibility information is gathered and verified. Ensures all required notices and consent forms are signed accordingly.
Responsibilities
Provides exceptional customer service and ensures all questions and concerns are addressed in a timely and courteous manner. May guide the patient to appropriate destination for services.Obtains pre-certification and authorization.Verifies insurance benefits including obtaining insurance card(s) and confirms coverage is active. Determines correct insurance filing order, if multiple insurance coverages are effective for that service.Explains polices including all regulatory and financial consent forms; secures all required signatures.May perform patient discharge functions including, but not limited to, review of after visit summary (AVS), future appointment scheduling, and referrals.Interviews patients and guarantors at the workstation or bedside to obtain all necessary information, including a copy of the patient or guarantor identification card.May confirm physician and prescription orders ensuring accuracy.May schedule walk-in appointments for services offered.Collects patient out-of-pocket responsibility per collection guidelines. Provides patient estimates as requested. Prepares and balances a daily deposit of all payment collections.
Competencies
ACCOUNTABILITY, ACCURACY & QUALITY, CUSTOMER SERVICE, EFFECTIVE COMMUNICATION, ORGANIZATION SKILLS, PATIENT AND FAMILY CENTERED CARE, PROBLEM SOLVING, PRODUCTIVITY, RESPONDING TO CHANGE, STANDARDS OF BEHAVIOR, TEAM WORK
Education And Certification Requirements
High School Diploma or Equivalent (Required)
Additional Job Information
Complexity of Work: Requires excellent communication skills, critical thinking skills, decisive judgment, and the ability to work with minimal supervision. Must be able to work in a stressful environment and take appropriate action. Ability to work and build relationships collaboratively. Required Work Experience: No experience required. One (1) year of related hospital, medical office, or customer service experience preferred. Other Information: In Memorial Physician Group (specialty practices), additional responsibilities include: (1) obtain specialty authorizations (2) authorization denial and peer to peer process (3) patient care navigation ex: surgical and procedural coordination and scheduling for patient specific populations (4) handle all incoming calls and physician and hospital back line (5) obtain and confirm referrals In the Hospital, additional responsibilities include: (1) Upon validation of patient identity, place identification band on patient (2) obtain signatures for hospital specific regulatory forms not required in an ambulatory or office setting (3) obtain authorizations for walk-in appointments (4) determine when financial assistance is needed.In Memorial Primary Care, additional responsibilities include: (1) MIH-MPC program patient referral, payment collection and eligibility scheduling (2) process referral work-ques and same day access requests (3) work with Patient Access Center on real time patient requests (4) address prescription refill requests, patient advice requests through MyChart, and provider scheduling template.
Working Conditions And Physical Requirements
Bending and Stooping = 60%
Climbing = 0%
Keyboard Entry = 100%
Kneeling = 0%
Lifting/Carrying Patients 35 Pounds or Greater = 60%
Lifting or Carrying 0 - 25 lbs Non-Patient = 80%
Lifting or Carrying 2501 lbs - 75 lbs Non-Patient = 40%
Lifting or Carrying > 75 lbs Non-Patient = 0%
Pushing or Pulling 0 - 25 lbs Non-Patient = 80%
Pushing or Pulling 26 - 75 lbs Non-Patient = 80%
Pushing or Pulling > 75 lbs Non-Patient = 0%
Reaching = 80%
Repetitive Movement Foot/Leg = 0%
Repetitive Movement Hand/Arm = 80%
Running = 0%
Sitting = 80%
Squatting = 80%
Standing = 80%
Walking = 80%
Audible Speech = 80%
Hearing Acuity = 80%
Smelling Acuity = 0%
Taste Discrimination = 0%
Depth Perception = 80%
Distinguish Color = 0%
Seeing - Far = 80%
Seeing - Near = 80%
Bio hazardous Waste = 60%
Biological Hazards - Respiratory = 60%
Biological Hazards - Skin or Ingestion = 60%
Blood and/or Bodily Fluids = 60%
Communicable Diseases and/or Pathogens = 60%
Asbestos = 0%
Cytotoxic Chemicals = 0%
Dust = 0%
Gas/Vapors/Fumes = 60%
Hazardous Chemicals = 60%
Hazardous Medication = 60%
Latex = 60%
Computer Monitor = 100%
Domestic Animals = 0%
Extreme Heat/Cold = 0%
Fire Risk = 0%
Hazardous Noise = 0%
Heating Devices = 0%
Hypoxia = 0%
Laser/High Intensity Lights = 0%
Magnetic Fields = 0%
Moving Mechanical Parts = 0%
Needles/Sharp Objects = 60%
Potential Electric Shock = 0%
Potential for Physical Assault = 40%
Radiation = 0%
Sudden Decompression During Flights = 0%
Unprotected Heights = 0%
Wet or Slippery Surfaces = 40%
Shift
Primarily for office workers - not eligible for shift differential
Disclaimer: This job description is not intended, nor should it be construed to be an exhaustive list of all responsibilities, skills, efforts or working conditions associated with the job. It is intended to indicate the general nature and level of work performed by employees within this classification.
Wages shown on independent job boards reflect market averages, not specific to any employer. We encourage candidates to talk to their Memorial Healthcare System recruiter to discuss actual pay rates, during the hiring process.
Memorial Healthcare System is proud to be an equal opportunity employer committed to workplace diversity.
Memorial Healthcare System recruits, hires and promotes qualified candidates for employment opportunities without regard to race, color, age, religion, gender, gender identity or expression, sexual orientation, national origin, veteran status, disability, genetic information, or any factor prohibited by law.
We are proud to offer Veteran's Preference to former military, reservists and military spouses (including widows and widowers). You must indicate your status on your application to take advantage of this program.
Employment is subject to post offer, pre-placement assessment, including drug testing.
If you need reasonable accommodation during the application process, please call ************ (M-F, 8am-5pm) or email *******************************
Experienced Equities Trader - Miami, FL
Personal banker job in Miami, FL
“You can be better tomorrow than you are today!”- Mike Bellafiore, The PlayBook SMB Capital, in a “JV” (joint venture) with Kershner Trading Group in NYC, is looking for experienced US Equities Traders located in Miami, FL with a strong track record, who seek capital and technology to build their trading business. Our technology will help you play more offense and make more PnL: proprietary execution platform, custom filters, single stock scripts and automated trading.
The SMB Capital - Kershner Trading Group JV provides all capital and a PnL firm infrastructure to traders, who actively trade stock instruments in financial markets. Traders share the profits from their trading activity with the firm. Each trader sets their own style and strategy, but in general, traders buy and sell in U.S. equity, options, and futures markets on both a manual and automated basis. Compensation in this role is based fully on an individual trader's performance.
The JV provides unique opportunities to talented, energetic people, rooted in the philosophy that everyone can do more than they realize if they try. The JV empowers independent thinkers who have the discipline to set long-term goals, the adaptability to “shift gears” but still stay on course, and who are open to being both a student and teacher in a learning organization.
In short, the Experienced Equities Trader role is a chance to join a high-performance team of:
experienced traders pushing their skills and adapting to new market opportunities;
talented technology professionals developing leading-edge trading and market analytics systems;
quantitative/business analysts providing tools and insights to fuel business growth;
top-notch support staff who keep everything humming and meet all challenges in a cool, casual atmosphere.
Our JV is currently seeking qualified candidates in Miami, FL who are excited about the prospect of pushing their own professional limits. Think you can do more? What are you capable of?
Sports Trader
Personal banker job in Miami, FL
About BetrFounded in 2022 by Joey Levy and Jake Paul, Betr is building the world's first real money gaming super app. The company's first product, Betr Picks, launched in September 2023 and quickly grew to several hundreds of thousands of paying users that have already won $250M on the platform. Betr recently launched Betr Arcade with plans on launching additional new nationwide gaming products within its single app experience in 2025 to further differentiate its product offering. In addition to its single-app experience, Betr's gaming products are differentiated through a unique, simplified user interface that is catered to the casual sports fan and gamer, enabling Betr to capture more of the under-penetrated online gaming addressable market.
Betr's media division, Betr Media, is one of the fastest growing sports gaming media brands in the U.S. and helps support the company's user acquisition and retention efforts.
Betr is backed by Fuel Venture Capital, Aliya Capital Partners, IA Sports Ventures, FinSight Ventures, Florida Funders, Harmony Partners, 8vc, and other top-tier investors.
About The Role:The Betr team is looking for a Sports Trader with enthusiasm and passion for the sports gaming industry. Reporting into our Head of Sports Trading, you will have a direct impact on both revenue profitability and expanding our market offerings. You will be the person behind the odds that our users bet on, using a variety of data to formulate what Betr believes are the most accurate odds, and then managing those odds throughout their lifecycle. This role will require scheduling flexibility and working on holidays and weekends when necessary. You will join a new, exciting, & fast growing team looking to build innovative products!
This role is based in Miami, Florida. You must be based in this area or be willing to relocate to be considered for this position. It will require scheduling flexibility including working nights, holidays, and weekends when necessary. What You'll Do:
Manage risk and liability of all DFS player props games in accordance with Betr risk and trading SOP's
Monitor league news and injuries to make real time market adjustments
Adjust Betr markets in coordination with the market consensus
Assist in analyzing daily reports to ensure proper player profiling as well as other key metrics
Collaborate with operations to enhance the best customer experience
About You:
3+ years of experience trading in a DFS or Sports Betting platform
Strong analytical skills and ability to calculate odds
Highly motivated self-starter with a proactive approach to problem-solving and a passion for staying up-to-date with industry trends and best practices
Problem solving and strong critical thinking
You thrive in a fast paced environment and are not intimidated by ambiguity or change
Excellent verbal, written, and interpersonal skills with the ability to communicate clearly and effectively with team members and stakeholders, both internally and externally
Self-motivated the the ability to drive initiatives from end-to-end, holding yourself to a high standard of excellence
An entrepreneurial mindset with excellent organizational skills, the ability to be flexible, & prioritize responsibilities
Bonus Points:
Passionate and enthusiastic about a wide range of sports
Experience in high pressure and high volume situations
At Betr, we're driven by a shared vision to reshape the sports & gaming industry. As a dynamic startup poised for remarkable growth, we're dedicated to crafting innovative experiences that cater to sports enthusiasts across the nation. We believe in pushing boundaries, embracing diversity, and fostering a collaborative culture that extends beyond the world of sports. Join us in shaping the future of sports entertainment!
Betr provides equal employment opportunities (EEO) to all employees and applicants for employment without regard to race, color, religion, sex, national origin, age, disability, genetics, sexual orientation, gender identity or gender expression. We deeply understand the value of bringing together a team with different perspectives, educational backgrounds, and life experiences. We encourage people from underrepresented backgrounds to apply
Thank you for your interest in Betr. We look forward to reviewing your application.We may use artificial intelligence (AI) tools to support parts of the hiring process, such as reviewing applications, analyzing resumes, or assessing responses. These tools assist our recruitment team but do not replace human judgment. Final hiring decisions are ultimately made by humans. If you would like more information about how your data is processed, please contact us.
Auto-ApplyTraders Market Desk Executive
Personal banker job in Miami, FL
Type: Full-Time
Compensation: $155,000-$215,0000
QF Analytics LLC is a company focused on developing proprietary trading technology and providing strategic marketing support for the global trading platform, Quantfury. Quantfury is a regulated global brokerage, operating in more than 65 countries, with annual client transaction volume surpassing $220 bln.
QF Analytics is seeking a skilled professional with extensive experience in financial markets. You will leverage your deep trading industry knowledge and expertise to enhance business and marketing initiatives, driving operational excellence in a dynamic, fast-paced environment.
Required Qualifications:
5+ years of experience in trading and investment and/or portfolio management experience within a bank, hedge fund, asset management firm, or similar financial institution.
Deep expertise in financial markets, with experience trading multiple asset classes (e.g., equities, bonds, FX, commodities, or derivatives).
Knowledge of economic indicators (e.g., GDP, inflation, interest rates) and their impact on financial markets.
Exceptional analytical, with meticulous attention to detail and the ability to synthesize complex data under pressure.
Excellent written and verbal communication skills.
Proficiency in Spanish is strongly preferred
What We Offer:
Competitive salaries, often better than industry, for comparable roles;
Daily premium lunch catering, and keeping the office stacked with fruits and snacks;
Comprehensive health benefits plan that kicks in after 90 days of successful employment, including access to exclusive employee discounts;
Bonus and incentive programs
Fort Lauderdale Traders
Personal banker job in Fort Lauderdale, FL
Department
Traders
Employment Type
Full Time
Location
Florida
Workplace type
Onsite
Compensation
Competitive
Reporting To
Management
Key Responsibilities About Seven Points Capital For more information about Seven Points Capital recruitment terms and conditions please click here: ********************************************************************
Banker [Multiple Positions Available]
Personal banker job in Miami, FL
Duties: Conduct quantitative analyses of information involving investment options and/or financial data for high-net-worth (HNW) individuals and families in the Latin America (LATAM) region, and use resulting analyses to provide personalized financial advice and wealth management strategies tailored to LATAM clients' goals and risk tolerance. Analyze market trends and economic conditions to recommend investment opportunities to HNW clients in Argentina, Chile, and Uruguay, monitoring market fluctuations and adjusting investment strategies accordingly, and use insights to inform strategic decision-making and client advisory. Propose/present and explain in Spanish a range of banking products and services, including loans, credit facilities, and investment products, ensuring all banking products and activities comply with local and international regulations and standards. Manage clients' investment portfolios, including asset allocation and diversification strategies. Prepare detailed reports in Spanish on client portfolios, market analysis, and performance metrics, and maintain accurate and organized records of client interactions and transactions. Attend industry events and conferences to network with potential clients and partners. Use the Spanish language to develop and maintain commercial relationships, and conduct regular reviews of clients' portfolios to ensure alignment with their financial objectives. Use the Spanish language to identify and pursue new business opportunities that expand the client base. Conduct research on economic trends, market developments, and competitor activities in the LATAM region. Evaluate clients' risk profiles and develop strategies to mitigate potential financial risks. Collaborate with colleagues in other departments to deliver comprehensive banking solutions. Lead team projects aimed at improving service delivery and client satisfaction. This position requires up to 15% domestic travel and 15% international travel to Argentina, Chile, and Uruguay to visit various client sites.
QUALIFICATIONS:
Minimum education and experience required: Bachelor's degree in Accounting, Finance, Economics, Business Administration, or related field of study plus five (5) years of experience in the job offered or as Banker, Investment Banking Associate/Analyst, or related occupation. The employer will alternatively accept a Master's degree in Accounting, Finance, Economics, Business Administration, or related field of study plus three (3) years of experience in the job offered or as Banker, Investment Banking Associate/Analyst, or related occupation.
Skills Required: This position requires three (3) years of experience with the following skills: using and interpreting advanced Excel functionalities to conduct quantitative financial analysis for banking clients, including generating detailed interactive financial reports and creating financial models that forecast investment performance and cash flow projections; using Powerpoint to create professional presentations that communicate complex financial information to clients, including investment strategies, financial plans, and market trends; and using FactSet to deliver precise data-driven advice and to manage complex investment portfolios. This position requires one (1) year of experience with the following skills: analyzing client portfolios, assessing investment opportunities, and performing risk assessments; U.S. and Latin America (LATAM) financial markets; advising clients in the LATAM region on investment principles and strategies; diversifying asset allocation; assessing financial risks; analyzing complex financial situations; conducting investment portfolio reviews and evaluating investment opportunities; anticipating clients' financial needs, addressing clients' financial inquiries, and delivering tailored financial solutions; client acquisition and retention, specifically by using local networks in LATAM countries to access potential clients and referral sources; identifying opportunities within LATAM market countries in to prospect potential clients; using local LATAM professional networks to research regional economic conditions, capital market trends, and investment opportunities so as to tailor financial needs for each client; and maintaining services for existing client base. This position requires knowledge of the following skills: banking products, credit facilities, trust services, estate planning, and tax planning; Latin America (LATAM) markets, economic trends, cultural nuances, regulatory frameworks, and client preferences; and U.S. and LATAM banking regulations. This position requires oral, auditory, and written fluency in the Spanish language. This position requires the following license(s): SIE.
Job Location: 1450 Brickell Avenue, Miami, FL 33131. This position requires up to 15% domestic travel and 15% international travel to Argentina, Chile, and Uruguay to visit various client sites.
Auto-ApplyGraduate Execution Trader
Personal banker job in Fort Lauderdale, FL
Job Description
Who we are:
At Caleb and Brown, we're on a mission to connect people to the world of cryptocurrency through education and information. Headquartered in Melbourne, Australia, and now powered by Swyftx, we have grown in the last nine years to become one of the leading cryptocurrency brokerage firms globally. By fostering a culture of crypto experience married with professional services, we are building the bridge to the traditional financial world. We are seeking a motivated and detail oriented individual to join our team as an Execution Trader.
Your Role:
As a Graduate Execution Trader, you will be a critical part of our Operations Team. Your primary responsibility will be to maintain, and oversee the systems that execute trades across various cryptocurrency venues. This is a hands-on role that requires a deep understanding of market dynamics, execution algorithms, and backend systems. You will be instrumental in ensuring our client's trade requests are executed efficiently, securely and reliably in a 24/7 market environment.
The responsibilities will include:
Backend order management - Processing of manual order execution, overseeing of automated order execution, oversee liquidity management to ensure orders can process effectively, ensure trade requests fulfil risk criteria before execution.
Backend settlements management - Overseeing of client cryptocurrency deposit, withdrawal and address testing requests and assistance in settlement adjustments.
Ensure reconciliation alerts from orders and settlements are rectified in a timely manner.
Conduct research on digital currency networks to ensure they fulfil our compliance policy before listing.
Maintain oversight of listed digital currency token migrations across networks and prepare for any operational changes required.
Maintain personal diligence in handling sensitive data to uphold security.
Provide blockchain and internal system technical assistance to the broker team and customers
Please note this role is not a Proprietary Trading role and will be proudly sitting within our operations department and is not part of our Brokerage Team currently. Please feel free to check out our other opportunities for client facing roles.
Requirements
About you:
1 - 3 years of professional experience
An entrepreneurial, agile, self-starter with initiative and a desire to keep developing every day
Strong numerical and quantitative analysis skills
Decisiveness with the ability to process complicated information quickly and accurately under pressure
A passion for cryptocurrency is highly regarded
Benefits
Learn from a team of experienced cryptocurrency experts
Competitive compensation that recognises experience and impact
Hybrid working arrangements designed around trust and autonomy
Access to our Fort Lauderdale office for in-office work, where we collaborate and connect locally
0% trading fees with Caleb and Brown
Private Banker - Miami
Personal banker job in Miami, FL
Private Banker Our client, a prestigious international financial institution, is seeking a Private Banker to join their team in Miami. The ideal candidate will have a strong track record in private banking, with experience in business development and relationship management within the Latin American market. This role is ideal for a driven professional with a hunter mentality and a portfolio of high-net-worth clients.
Responsibilities:
Develop and expand relationships with high-net-worth clients, focusing on the Latin American market.
Actively prospect and onboard new clients to grow the existing book of business.
Provide tailored wealth management and advisory services, including investment, trust, and estate planning solutions.
Maintain a deep understanding of client needs, preferences, and financial goals to deliver customized financial strategies.
Collaborate with internal teams to deliver comprehensive solutions and ensure high levels of client satisfaction.
Monitor and manage portfolio performance, ensuring alignment with clients' objectives and risk tolerance.
Stay up-to-date with financial market trends and regulatory requirements to provide timely advice to clients.
Requirements:
Minimum of 5 years of experience in private banking or wealth management.
Proven ability to build and maintain a book of clients in the Latin American market.
Business Introducer, Wealth Advisor, Client Advisor, or similar background in wealth management.
Fluent in English, with proficiency in either Portuguese or Spanish.
Strong business development skills and a hunter mentality, with the ability to drive revenue growth.
If you meet the qualifications and are ready to take your career to the next level, we invite you to apply and join our client's dynamic team.
Auto-ApplyBanker [Multiple Positions Available]
Personal banker job in Miami, FL
Duties: Conduct quantitative analyses of information involving investment options and/or financial data for high-net-worth (HNW) individuals and families in the Latin America (LATAM) region, and use resulting analyses to provide personalized financial advice and wealth management strategies tailored to LATAM clients' goals and risk tolerance. Analyze market trends and economic conditions to recommend investment opportunities to HNW clients in Argentina, Chile, and Uruguay, monitoring market fluctuations and adjusting investment strategies accordingly, and use insights to inform strategic decision-making and client advisory. Propose/present and explain in Spanish a range of banking products and services, including loans, credit facilities, and investment products, ensuring all banking products and activities comply with local and international regulations and standards. Manage clients' investment portfolios, including asset allocation and diversification strategies. Prepare detailed reports in Spanish on client portfolios, market analysis, and performance metrics, and maintain accurate and organized records of client interactions and transactions. Attend industry events and conferences to network with potential clients and partners. Use the Spanish language to develop and maintain commercial relationships, and conduct regular reviews of clients' portfolios to ensure alignment with their financial objectives. Use the Spanish language to identify and pursue new business opportunities that expand the client base. Conduct research on economic trends, market developments, and competitor activities in the LATAM region. Evaluate clients' risk profiles and develop strategies to mitigate potential financial risks. Collaborate with colleagues in other departments to deliver comprehensive banking solutions. Lead team projects aimed at improving service delivery and client satisfaction. This position requires up to 15% domestic travel and 15% international travel to Argentina, Chile, and Uruguay to visit various client sites.
QUALIFICATIONS:
Minimum education and experience required: Bachelor's degree in Accounting, Finance, Economics, Business Administration, or related field of study plus five (5) years of experience in the job offered or as Banker, Investment Banking Associate/Analyst, or related occupation. The employer will alternatively accept a Master's degree in Accounting, Finance, Economics, Business Administration, or related field of study plus three (3) years of experience in the job offered or as Banker, Investment Banking Associate/Analyst, or related occupation.
Skills Required: This position requires three (3) years of experience with the following skills: using and interpreting advanced Excel functionalities to conduct quantitative financial analysis for banking clients, including generating detailed interactive financial reports and creating financial models that forecast investment performance and cash flow projections; using Powerpoint to create professional presentations that communicate complex financial information to clients, including investment strategies, financial plans, and market trends; and using FactSet to deliver precise data-driven advice and to manage complex investment portfolios. This position requires one (1) year of experience with the following skills: analyzing client portfolios, assessing investment opportunities, and performing risk assessments; U.S. and Latin America (LATAM) financial markets; advising clients in the LATAM region on investment principles and strategies; diversifying asset allocation; assessing financial risks; analyzing complex financial situations; conducting investment portfolio reviews and evaluating investment opportunities; anticipating clients' financial needs, addressing clients' financial inquiries, and delivering tailored financial solutions; client acquisition and retention, specifically by using local networks in LATAM countries to access potential clients and referral sources; identifying opportunities within LATAM market countries in to prospect potential clients; using local LATAM professional networks to research regional economic conditions, capital market trends, and investment opportunities so as to tailor financial needs for each client; and maintaining services for existing client base. This position requires knowledge of the following skills: banking products, credit facilities, trust services, estate planning, and tax planning; Latin America (LATAM) markets, economic trends, cultural nuances, regulatory frameworks, and client preferences; and U.S. and LATAM banking regulations. This position requires oral, auditory, and written fluency in the Spanish language. This position requires the following license(s): SIE.
Job Location: 1450 Brickell Avenue, Miami, FL 33131. This position requires up to 15% domestic travel and 15% international travel to Argentina, Chile, and Uruguay to visit various client sites.
Auto-ApplyBranch Small Business Banker (SAFE) Bilingual
Personal banker job in Miami, FL
Why Wells Fargo:
Are you looking for more? Find it here. At Wells Fargo, we're more than a financial services leader - we're a global trailblazer committed to driving innovation, empowering communities, and helping our customers succeed. We believe that a meaningful career is much more than just a job - it's about finding all of the elements to help you thrive, in one place. Living the Well Life means you're supported in life, not just work. It means having robust benefits, competitive compensation, and programs designed to help you find work-life balance and well-being. You'll be rewarded for investing in your community, celebrated for being your authentic self, and empowered to grow. And we're recognized for it - Wells Fargo once again ranked in the top three - making us the #1 financial services employer - on the 2025 LinkedIn Top Companies list of best workplaces “to grow your career” in the U.S. Join us!
About this role:
Wells Fargo is seeking a Branch Small Business Banker (SAFE) in Consumer and Small Business Banking. As a Branch Small Business Banker (SAFE) you will be responsible for building, maintaining, and growing relationships with small business banking clients in the branches. Individuals have frequent interactions with clients to understand and meet their needs. Learn more about the career areas and business divisions at wellsfargojobs.com.
In this role, you will:
Participate in selling products to business customers including business deposit accounts, business credit products, and working with partners including, but not limited to merchant services and ADP payroll services.
Service business customers with their business needs in a branch environment
Carry out business banking focused functions over the phone
Present recommendations for resolving more complex situations
Provide information to colleagues, internal partners, and stakeholders, including customers
Act as the primary relationship manager for a portfolio of small business customers with annual gross sales between $500k and $2MM in an assigned territory using customer relationship management tools and systems and coordinate efforts with partners across the bank
Work proactively to build and grow relationships with new customers and engage with existing customers by asking questions to learn about their financial needs, understanding their goals, and sharing how Wells Fargo can help them through proactive outreach, phone or in-person visits, plan and execute appointments
Participate in community organizations and build relationships with centers of influence
Create relationships with branch employees by making introductions to appropriate partners to help meet customers' broader financial needs, complete service requests, and resolve customer concerns by following resolution protocol
Engage with customers in all phases of the business life cycle while following policies and leveraging product knowledge, conduct needs based conversations identifying credit, deposit and servicing processing needs of customers, explain, and demonstrate self-service mobile options to customers
Serve as a leader in managing risk; understand and manage risks in the business, adhere to policies, procedures & controls and ensure compliance with applicable laws, rules & regulations
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:
2+ years of branch small business banking experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education.
Fluent in Spanish
Desired Qualifications:
1+ year of experience managing a dedicated book of small business customers across assigned territory
Knowledge and understanding of book of business
Experience using strong business acumen to provide financial services consultation to small business customers
Extensive knowledge and understanding of bank lending programs, credit policies, and specialty products
Customer service focus with experience handling complex transactions across multiple systems
Experience building and maintaining effective relationships with customers and internal partners
Proficient with proactively sourcing, acquiring, building, and maintaining relationships with customers and colleagues
Knowledge and understanding of retail compliance controls, risk management, and loss prevention
Ability to educate and connect customer to technology and share the value of mobile banking options
Ability to interact with integrity and professionalism with customers and employees
High motivation with ability to successfully meet team objectives while maintaining individual performance
Experience mentoring and peer-coaching others
Ability to manage expectations and conduct follow-ups with customers and Wells Fargo partners
Job Expectations:
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.
Location: Bird Road- 9600 SW 40th St., MIAMI, FL 33165-4031
Location disclaimer: Banker placements may occur within a 10-mile radius of the branch to which the candidate applies.
Posting End Date:
16 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.
Auto-ApplyInside Sales - Junior Mortgage Banker
Personal banker job in Miami, FL
Full-time Description
The Federal Savings Bank is hiring an entry level inside sales professional to develop as a Junior Mortgage Banker for our Miami, FL sales team. We seek enthusiastic individuals ready to elevate their sales career. This position is full-time and fully in-office. All applicants must be able to commute to our Miami office.
For more information please contact:
REILLY TILLMAN BRUCE,
Business Development Partner
Phone: **************
Email: **********************************
Key Responsibilities:
Utilizing a dialer to make outbound phone calls to warm leads
Support a top producing Senior Vice President with lead generation and follow up
Learn and apply critical sales techniques through hands-on sales coaching from the BEST training team in the mortgage industry!
Managing leads in our CRM
Provide fantastic customer service to bankers, clients, and referral sources
Consistently exceed borrower expectations. Always giving "Wow" service!
Follow the training plan and advance to a mortgage banker role
Requirements
High school degree or GED required, 2-4 year college degree preferred
1+ years of experience in sales, call-center environment, retail, hospitality, and food & beverage industries a plus
Must live in the Miami, FL area with the ability to commute to the office five days a week
Must be very comfortable working on a computer while being on the phone
Friendly, outgoing personality accompanied by a naturally high sales acumen
Excellent verbal and written communication skills
Great work ethic
Movers and shakers preferred. The more you hustle the more you make!
A positive attitude, desire to "win"
Must be dependable and require minimal supervision after training
Self-Motivated with a natural capacity for leadership roles
Strong organizational skills and multitasking ability
Comfortable working in a fast-paced, dynamic, and demanding environment
US veterans and recent college graduates strongly encouraged to apply
Employee Benefits:
Comprehensive Health, Dental, and Vision insurance plans available; includes company paid life insurance and competitive FSAs
Company sponsored Employee Assistance programs for financial planning, emotional support, legal guidance, and work-life solutions
401k with partial company match
Employee appreciation events and employee recognition
Fast-paced sales environment
Ongoing mentorship from senior team members and banker trainings
A true team culture working towards one common goal of helping homebuyers finance their dream homes!
The Federal Savings Bank is an
equal opportunity employer
. All applicants will be considered for employment without attention to race, color, religion, sex, sexual orientation, gender identity, national origin, veteran, or disability status.
Salary Description Commission
Easy ApplyRetail Banking Representative
Personal banker job in Miami, FL
The Retail Banking Representative (Brickell) is responsible for opening new accounts, personal and business; ensuring the proper documentation for new accounts has been gathered and properly documented, and cross sells banks products/services.
Responsibilities
Inputs data and documents KYC (Know Your Customer). Assists branch personnel and customers with any account related inquiry. Provides quality customer service on a personal basis to customers in person, e-mail and by phone. As well as providing customer service to the internal departments of the bank. Also, performs as a Teller when needed. Processes teller transactions at the teller line; performs all teller paying and receiving functions for commercial and personal accounts, including services such as deposits, Cashier's Checks, Money Orders, and Cash Advances, gathers CTR information for transactions that exceed the established threshold and balances the cash drawer.
Qualifications
High school diploma or equivalent with at least two (2) years of teller or related financial customer service experience in handling cash and one (1) year of banking experience required. New Accounts experience preferred. Must possess the ability to deal with customers in a pleasant and effective manner.
Must be knowledgeable of internal bank operations (wire transfers, debits/credits and loan payments) and of banking products to cross-sell.
Must possess good verbal and written communication skills, interpersonal, and organizational skills.
Must possess good computer knowledge in MS Software, (e.g. Excel, Word, and Outlook).
Job Posting Locations In this role you can work onsite from Miami, Florida, United States
Auto-ApplyFinancial Services Representative I - Miami Gardens Walmart
Personal banker job in Doral, FL
Financial Service Representative - Miami Gardens Walmart Branch
Starting Salary:
$20.00 per hour
Responsibilities include cross-selling credit union products and services that meet our member's financial needs. Candidate will provide account services and resolve member inquiries. This is a high contact position requiring the ability to communicate face to face effectively with prospective/current members and to represent the credit union in a positive and professional manner. Candidate will also be part of the Float Staff which requires to go to various branches as needed.
Essential Duties & Responsibilities:
Process all financial transactions and member inquiries in an accurate and timely manner.
Accepts sales goals and understands the role played in achieving branch's sales goals.
Establishes good rapport with members.
Possesses thorough knowledge of Dade County Federal Credit Union products and services.
Recognizes selling opportunities and effectively cross-sells credit union products and services to build member relationships.
Performs new account openings and all other related platform functions.
Has a thorough understanding of credit union loan products and handles all loan applications, including but not limited to accepting the loan application with all the required information. .
Obtains all required licenses as established by Credit Union.
Handles inquiries, concerns and requests from members and employees.
Handles all account maintenance, all service related member needs and communicates to higher authority, when necessary.
Willingly assists all departments as requested.
Complies with all Bank Secrecy Act (BSA) regulations and standards. Attends all required BSA training.
Willing to assist in any other areas as requested.
Requirements:
Intermediate PC skills are required, MS Office and Windows necessary.
Candidate must have excellent written and verbal communication skills.
Candidate must be detailed oriented and display excellent mathematical skills.
Schedule to include extended branch and Saturday hours .
Candidate must have the ability to travel throughout the branch network to provide staffing assistance at all branch locations.
High school diploma or equivalent required.
Bilingual: English and Spanish, Highly Desirable
Dade County Federal Credit Union requires certain positions to obtain a Florida 2-11 Credit Life/Credit Disability License in order to perform the duties required of the position. DCFCU is responsible for fees associated with this licensing process.
All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability or protected veteran status.
Auto-ApplyUniversal Banker
Personal banker job in Hollywood, FL
Summary: The Universal Banker is responsible for assisting customers with all their banking needs. Provides full service to customers and non-customers seeking banking information and identifies potential opportunities for cross-selling and possible referrals. Provides exceptional customer service.
Requirements
Essential Duties and Responsibilities:
1. Proficient in teller transactions.
2. Understands its individual goal and purpose to enhance the company's performance.
3. Identifies and evaluates client's needs by utilizing financial profiles to determine cross-sale opportunities to meet production objectives.
4. Maintains frequent contact with clients, returning all incoming calls and addressing problems/questions.
5. Assists customers with the account opening process, following the Bank's guidelines.
6. Assists customers with changes of address requests, profile updates, funds transfers' request, call backs and all other inquiries.
7. Responsible for growing revenue through loans, deposits, and other banking products.
8. Increase profits by establishing new accounts within the community while servicing established customer base.
9. Assists in resolving customer problems beyond the supervisory level in all operational areas.
10. Performs BSA enhanced due diligence through daily monitoring of various customer transaction reports.
11. Monitors debit/ATM fraud alerts and takes appropriate action.
12. Assists customers with fraud and/or identity theft issues.
13. Handles Regulation E disputes and adjustments for the bank's customers.
14. Manages the operation, security, servicing, and balancing of all branch ATMs
15. Completes and files various bank reports on a quarterly basis.
16. Participates in monthly branch manager meetings.
17. Performs daily, weekly, monthly and quarterly auditing and reporting established by the bank's policies and procedures.
18. Participates in training seminars in all operations areas.
19. Supervises duties of tellers, coordinating their workflow and schedules and assist on teller line.
20. Ensures that all tellers handle themselves in a businesslike/professional manner in handling the customer needs.
21. Assists Tellers with out-of-balance reconciliations ensuring appropriate corrections are made.
22. Informs and updates team about all operational, procedural and policy changes.
23. Identifies red flags to detect fraud and prevent losses to the Bank.
24. Ensures all transactions performed are in accordance with established policies and procedures.
25. Prepares weekly Teller work schedules and all work assignments to ensure all time periods are covered.
26. Prepares daily totals and corresponding tickets for batch transactions.
27. Handles customer inquiries regarding basic account information.
28. Monitors and maintained an adequate supply of currency and coins.
29. Balances cash drawer and vault according to established schedule and performance standards.
30. Adhere to all company policies and procedures related to social engineering, including but not limited to protecting sensitive information, verifying identities, and reporting suspicious activity.
31. Performs other duties as assigned.
Job Requirements:
A minimum of three years of banking experience, primarily in branch operations.
Proficiency in both English and Spanish is required, with fluency in speaking, reading and writing.
Knowledgeable of banking regulations, BSA compliance, anti-money laundering laws and regulations.
Possess excellent business acumen and customer service skills.
PC proficient in Microsoft Office applications including Word and Excel.
Completion of cross-selling and account opening training.
Completion of USCB teller training.
Bilingual in English and Spanish is mandatory.
This position is not Remote or Hybrid. Local Applicants Only.
MEMBER FDIC/EQUAL OPPORTUNITY/AFFIRMATIVE ACTION EMPLOYER/DRUG FREE WORKPLACE
PATIENT FINANCIAL SERVICES SPECIALIST - West Kendall
Personal banker job in Miami, FL
WEST KENDALL HEALTH CENTER
The purpose of the Patient Financial Services Specialist is to ensure that the Billing and Encounter Forms are processed correctly. Coordination of work from the patient care areas, maintaining the work flow of documents to and from Data Processing. POSITION REQUIREMENTS / QUALIFICATIONS: Education/Experience : A minimum of High School Diploma or GED Equivalent. ICD 9 Coding experience preferred. Experience with Patient Services. Must have knowledge of Medicaid / Medicare Insurance, collection and setup. Licensure / Certification: Maintain current CPR certification from the American Heart Association. Skills / Ability : Ability to work as a team member. Must have clerical skills, ability to type 20 - 30 wpm and have interviewing skills. Must have knowledge of math, operation of calculator; telephone etiquette, human relation skills and organizational skills. Must be computer literate. Ability to demonstrate effective oral and written communication skills. POSITION RESPONSIBILITIES (THIS IS A NON-EXEMPT POSITION) Register new client on Intergy as per guidelines issued by Community Health of So. Florida.Researches files for previous enrollment in CHI computer system before creating a new medical record number.Re-new or update existing clients profiles as per guidelines issued by Community Health of South Florida.Performs financial screening on active clients who have requested services from Community Health of South Florida, Inc.Attempt collection o Completes assigned task in a timely manner.f past due debts as clients request services from CHI.Check-in clients for needed medical services.Check-out clients upon receiving medical services.Process of patient payments.Review and balance out daily batches.Submit daily journal to assigned supervisor.Submit cash and copies of daily batches to the Accounting Department for deposit.Complete statistical data and submit daily.Reviews Quality Care Guidelines/Patient Reminder print-out to identify overdue items e.g. Advance Directives, Learning Needs Assessment, Depression Screening, etc.Identifies patients who have not executed an Advance Directive and provide them with the Advance Directive form to read.Identifies patients who need a Learning Needs Assessment and gives them the form to complete.Identifies patients due for Depression Screening and provide them with a PHQ-9 form in the appropriate language to complete.Gives all new patients a New Patient History form to complete before Nursing Staff calls the patient.Attaches a completed new patient lab request form to the encounter form of every new patient.Consistently informs patients that their Provider wants them to read or complete the appropriate forms or education material while waiting to see the Provider.Verifies Medicare, Medicaid and all other insurance carriers.Performs daily balance closing and ensures that all procedures and payments are posted accurately.Performs cashier duties, collect patient funds for services and enters data into computer for payment received.Train new employees on all functions of Patient Services (i.e. registration, cashiering, posting of B&E's and Payments).Use appropriate and correct telephone etiquette at all times.Participates in Continuing Educational In-services and Performance Improvement Activities.Reports to work on time and ready to work with minimal absenteeism.Completes & Post all B&E (billing and encounter) forms within the same of service.Adheres to the Confidentiality Policies and Procedures / HIPAA Regulations.Performs other duties as assigned, including variable shifts if needed.
WE ARE AN EQUAL OPPORTUNITY EMPLOYER
Auto-ApplyFinancial Service Representative
Personal banker job in Miami, FL
Are you a dynamic and driven sales professional?
If so, Momentum Financial Services Group wants you to join our team.
In your role at The Check Cashing Store, you'll make a positive impact on the people living in your community by promoting our financial products and services to meet their short- and long-term financial goals.
What we offer:
Market competitive hourly pay rates
Earn a percentage of the store's profits for exceeding company targets
Other benefits include:
Comprehensive medical/dental benefits
Paid Time Off
401K with company match
Tuition assistance
Career development
Branch Location: 240 State Road 7
During a typical day, you will:
Deliver results on store profitability goals
Provide a quality customer sales experience through efficient execution of all customer transactions
Determine customers' needs and provide them with solutions that satisfy those needs
Handle cash and accurately enter transactions into the system
Contact customers over the phone with past due balances and negotiate payment terms and schedules
Complete all documentation accurately
Follow safety, security, and compliance requirements
Successful candidates will:
Be sales driven
Have a minimum of one year of financial services and sales experience
Have a passion for customer service
Have previous cash handling experience
Have a high school diploma or equivalent
About us:
Momentum Financial Services Group is a top financial services provider in North America
We provide services through our retail network of over 400 locations, known as Money Mart and The Check Cashing Store
We offer access to cash and related financial products to help customers achieve their financial goals
We operate retail locations in local communities and cities across the United States as Money Mart and The Check Cashing Store
We value:
Employees who are committed to continuously improving their performance and achieving new levels of success
Recognizing our employees for their achievements and developing them to be future leaders
Diversity is an essential element for the success of our business
Giving back to our local communities through annual contributions to charities and non-profit organizations
Next Steps:
Apply now to be considered for this opportunity!
Auto-ApplyFinancial Services Representative - State Farm Agent Team Member
Personal banker job in Miami, FL
Job DescriptionBenefits:
Bonus based on performance
Flexible schedule
Training & development
ROLE DESCRIPTION: As a Financial Services Representative with Richard Cossio Agency, you will successfully market the financial products that manage everyday risks. Your proficient knowledge of financial products reinforces your sales-minded and consultative approach to educating customers on their financial options. Your analytical precision makes you an invaluable resource to customers and a competitive addition to a successful agency. This position offers a base compensation of $40,000 plus commissions
RESPONSIBILITIES:
Consult customers with financial planning and investment options.
Assist customers with portfolio management and asset allocation.
Conduct financial reviews and recommend appropriate products.
Maintain compliance with financial regulations.
QUALIFICATIONS:
2+ years of experience in financial services.
Analytical and communication skills.
FINRA Series 6 and 65 licenses preferred.
Branch Small Business Banker (SAFE) Bilingual
Personal banker job in Miami, FL
Why Wells Fargo: Are you looking for more? Find it here. At Wells Fargo, we're more than a financial services leader - we're a global trailblazer committed to driving innovation, empowering communities, and helping our customers succeed. We believe that a meaningful career is much more than just a job - it's about finding all of the elements to help you thrive, in one place. Living the Well Life means you're supported in life, not just work. It means having robust benefits, competitive compensation, and programs designed to help you find work-life balance and well-being. You'll be rewarded for investing in your community, celebrated for being your authentic self, and empowered to grow. And we're recognized for it - Wells Fargo once again ranked in the top three - making us the #1 financial services employer - on the 2025 LinkedIn Top Companies list of best workplaces "to grow your career" in the U.S. Join us!
About this role:
Wells Fargo is seeking a Branch Small Business Banker (SAFE) in Consumer and Small Business Banking. As a Branch Small Business Banker (SAFE) you will be responsible for building, maintaining, and growing relationships with small business banking clients in the branches. Individuals have frequent interactions with clients to understand and meet their needs. Learn more about the career areas and business divisions at wellsfargojobs.com.
In this role, you will:
* Participate in selling products to business customers including business deposit accounts, business credit products, and working with partners including, but not limited to merchant services and ADP payroll services.
* Service business customers with their business needs in a branch environment
* Carry out business banking focused functions over the phone
* Present recommendations for resolving more complex situations
* Provide information to colleagues, internal partners, and stakeholders, including customers
* Act as the primary relationship manager for a portfolio of small business customers with annual gross sales between $500k and $2MM in an assigned territory using customer relationship management tools and systems and coordinate efforts with partners across the bank
* Work proactively to build and grow relationships with new customers and engage with existing customers by asking questions to learn about their financial needs, understanding their goals, and sharing how Wells Fargo can help them through proactive outreach, phone or in-person visits, plan and execute appointments
* Participate in community organizations and build relationships with centers of influence
* Create relationships with branch employees by making introductions to appropriate partners to help meet customers' broader financial needs, complete service requests, and resolve customer concerns by following resolution protocol
* Engage with customers in all phases of the business life cycle while following policies and leveraging product knowledge, conduct needs based conversations identifying credit, deposit and servicing processing needs of customers, explain, and demonstrate self-service mobile options to customers
* Serve as a leader in managing risk; understand and manage risks in the business, adhere to policies, procedures & controls and ensure compliance with applicable laws, rules & regulations
* 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:
* 2+ years of branch small business banking experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education.
* Fluent in Spanish
Desired Qualifications:
* 1+ year of experience managing a dedicated book of small business customers across assigned territory
* Knowledge and understanding of book of business
* Experience using strong business acumen to provide financial services consultation to small business customers
* Extensive knowledge and understanding of bank lending programs, credit policies, and specialty products
* Customer service focus with experience handling complex transactions across multiple systems
* Experience building and maintaining effective relationships with customers and internal partners
* Proficient with proactively sourcing, acquiring, building, and maintaining relationships with customers and colleagues
* Knowledge and understanding of retail compliance controls, risk management, and loss prevention
* Ability to educate and connect customer to technology and share the value of mobile banking options
* Ability to interact with integrity and professionalism with customers and employees
* High motivation with ability to successfully meet team objectives while maintaining individual performance
* Experience mentoring and peer-coaching others
* Ability to manage expectations and conduct follow-ups with customers and Wells Fargo partners
Job Expectations:
* 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.
Location: Bird Road- 9600 SW 40th St., MIAMI, FL 33165-4031
Location disclaimer: Banker placements may occur within a 10-mile radius of the branch to which the candidate applies.
Posting End Date:
16 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.
Universal Banker
Personal banker job in Miami, FL
Provide quality, accurate and timely customer service involving daily processing of financial transactions and opening accounts in a retail banking environment. Introduce bank products and services through outreach to prospects and provide tailored recommendations to existing clients to deepen relationships. Perform related duties i.e. outbound sales calls as required to achieve banking center goals (meet/exceed sales goals/referral goals) and provide support to banking center management.
**ESSENTIAL DUTIES AND RESPONSIBILITIES**
Sales and service
+ Provide both teller and platform support as needed to keep client wait times to a minimum and to provide quality customer service. Teller support includes performing daily processing of financial transactions, i.e. deposits, handling currency, coin, and cashing checks. Platform support includes opening checking accounts, savings accounts, and provide all other deposit product services.
+ Identify client needs through consultative conversations and recommend appropriate products and services to meet those needs.
+ Open and process new demand and time deposit accounts including savings accounts, IRAs, certificates of deposit, and money market accounts.
+ Cross-sell and make referrals to bank partners to generate new business and deepen existing client relationships.
+ Conduct regular outbound calls to clients and prospects, including participating in client/prospect calling activities during special deposit/loan campaigns.
+ Assist client with loan application for personal/retail consumer needs and "handing off" the processing of these applications to the appropriate associate.
Client experience
+ Research and resolve problems and respond to client inquiries on account status.
+ Deliver excellent client experiences consistently and promptly resolve client issues effectively.
+ Enhance individual knowledge to better serve clients by attending relevant sales, service, and product knowledge meetings, training classes, and web-based learning.
Compliance and risk management
+ Expected compliance with bank regulations, policies, procedures, risk management, internal controls, and the First Horizon code of ethics.
Operational efficiency
+ Assist banking center associates with all aspects of daily operations as needed, including audit controls.
+ Assist banking center management with "on the job training" of new associates.
+ Stay informed of all operational updates and changes to ensure compliance with all current guidelines.
Perform all other job-related duties as assigned
**QUALIFICATIONS**
To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The qualifications listed below are representative of the knowledge, skill, and/or ability required and may be substituted with an equivalent combination of education and experience.
+ High school diploma or general education degree (GED) and 1 year of experience as a Teller preferred.
As part of the employment process for this position, you will have to meet the requirements of a background credit check. 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.
**Hours** :
+ Monday - Thursday / 8:30 AM to 4:30 PM
+ Friday / 8:30 AM - 5:15 PM
+ Sat / 8:30 AM - 1:15 PM
**DeGarmo Behavioral Assessment Requirement**
+ All candidates must complete the DeGarmo Retail Behavioral Assessment to be considered for this position
+ The assessment takes approximately 12-15 minutes to complete
+ Assessment results must be submitted prior to having your application evaluated by Talent Acquisition
**About Us**
First Horizon Corporation is a leading regional financial services company, dedicated to helping our clients, communities and associates unlock their full potential with capital and counsel. Headquartered in Memphis, TN, the banking subsidiary First Horizon Bank operates in 12 states across the southern U.S. The Company and its subsidiaries offer commercial, private banking, consumer, small business, wealth and trust management, retail brokerage, capital markets, fixed income, and mortgage banking services. First Horizon has been recognized as one of the nation's best employers by Fortune and Forbes magazines and a Top 10 Most Reputable U.S. Bank. More information is available at ******************** (https://urldefense.com/v3/\_\_https:/********************/\_\_;!!Cz2fjcuE!hpq9hPnrucZCPIAVPojVESItIq-FPzhurNdCrQ3JE8Rkx3gMd70nIk6\_kmPxl66\_oJCEsXs0gNunPowMAMHCmBYPOtUxUGI$) .
**Benefit Highlights**
- Medical with wellness incentives, dental, and vision
- HSA with company match
- Maternity and parental leave
- Tuition reimbursement
- Mentor program
- 401(k) with 6% match
- More -- FirstHorizon.com/First-Horizon-National-Corporation/Careers/Our-Benefits
**Follow Us**
Facebook (******************************************
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LinkedIn (***************************************************
Instagram
YouTube (**********************************************************
Equal Opportunity Employer/Protected Veterans/Individuals with Disabilities
This employer is required to notify all applicants of their rights pursuant to federal employment laws.
For further information, please review the Know Your Rights (**************************** notice from the Department of Labor.
Consumer Banking
Personal banker job in Sunrise, FL
At American Express, our culture is built on a 175-year history of innovation, shared values and Leadership Behaviors, and an unwavering commitment to back our customers, communities, and colleagues. As part of Team Amex, you'll experience this powerful backing with comprehensive support for your holistic well-being and many opportunities to learn new skills, develop as a leader, and grow your career.
Here, your voice and ideas matter, your work makes an impact, and together, you will help us define the future of American Express.
How will you make an impact in this role?
Daily Responsibilities:
* Pioneering the servicing of Amex Savings and Reward Checking Accounts that will lead the way in evolving American Express servicing strategy
* Provide extraordinary customer care via phone to Banking customers
* Support Customer First philosophy by ensuring professional handling of customer requests
* Supporting Customers with Banking transactions and funds inquiries
* Respond and resolve customer inquiries around rewards and redemption
* Integrity: Adhere to all Regulatory and Compliance guidelines related to servicing practices
Minimum Qualifications
* Banking Experience
* Minimum 2 Years of + Customer service experience with a passion for building customer loyalty
* Exceptional listening, consultative relationship building, resourcefulness, and strong written and verbal communication
* Ability to work in a fast-paced metric driven environment with proficient multitasking and navigation in a web-based environment
* Technical proficiency to manage chats and multiple applications at the same time
* Excellent written and verbal communication skills
The hours of operation will fall within a 24/7 environment.
This role is hybrid at our Campus in Sunrise, Florida.
Employment eligibility to work with American Express in the U.S. is required as the company will not pursue visa sponsorship for these positions.
Salary Range: $20.00 to $24.00 hourly + bonus + benefits
The above represents the expected hourly pay range for this job requisition. Ultimately, in determining your pay, we'll consider your location, experience, and other job-related factors.
We back you with benefits that support your holistic well-being so you can be and deliver your best. This means caring for you and your loved ones' physical, financial, and mental health, as well as providing the flexibility you need to thrive personally and professionally:
* Competitive base salaries
* Bonus incentives
* 6% Company Match on retirement savings plan
* Free financial coaching and financial well-being support
* Comprehensive medical, dental, vision, life insurance, and disability benefits
* Flexible working model with hybrid, onsite or virtual arrangements depending on role and business need
* 20+ weeks paid parental leave for all parents, regardless of gender, offered for pregnancy, adoption or surrogacy
* Free access to global on-site wellness centers staffed with nurses and doctors (depending on location)
* Free and confidential counseling support through our Healthy Minds program
* Career development and training opportunities
For a full list of Team Amex benefits, visit our Colleague Benefits Site.
American Express is an equal opportunity employer and makes employment decisions without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, veteran status, disability status, age, or any other status protected by law. American Express will consider for employment all qualified applicants, including those with arrest or conviction records, in accordance with the requirements of applicable state and local laws, including, but not limited to, the California Fair Chance Act, the Los Angeles County Fair Chance Ordinance for Employers, and the City of Los Angeles' Fair Chance Initiative for Hiring Ordinance. For positions covered by federal and/or state banking regulations, American Express will comply with such regulations as it relates to the consideration of applicants with criminal convictions.
We back our colleagues with the support they need to thrive, professionally and personally. That's why we have Amex Flex, our enterprise working model that provides greater flexibility to colleagues while ensuring we preserve the important aspects of our unique in-person culture. Depending on role and business needs, colleagues will either work onsite, in a hybrid model (combination of in-office and virtual days) or fully virtually.
US Job Seekers - Click to view the "Know Your Rights" poster. If the link does not work, you may access the poster by copying and pasting the following URL in a new browser window: ***************************
Employment eligibility to work with American Express in the U.S. is required as the company will not pursue visa sponsorship for these positions.