Personal banker jobs in Doral, FL - 541 jobs

The Small Business Administration (SBA) Banker III is responsible for leading business development with a primary focus on SBA lending while maintaining market leadership presence in the local community. The SBA Banker is responsible for soliciting and servicing prospective clients producing SBA 7a and 504 as well as generating and managing a portfolio of business and corresponding relationships, while seeking new accounts through calling efforts, marketing, and referrals. Consistently gains the confidence and trust of others through honesty, integrity, and authenticity. ESSENTIAL DUTIES AND RESPONSIBILITIES: Business Development Quickly establish a consistent SBA business development cadence in the marketplace which includes but is not limited to: Call Planning and Follow-Up Client Retention Calls New Client Prospecting Outbound Telephone Calling Efforts Networking Events Maintain and expand a mature Center of Influence (COI) base of community and business leaders, leveraging them to gain additional business through referrals. Responsible for sales, credit analysis, proper loan structuring (SBA loan packaging and submission), client interviewing and perceptive character judgment. Source and build new business relationships. Credit Acumen Complete understanding of all business credit facilities including, but not limited to: Structuring proper terms and product based on business need, useful life and business growth. Basic understanding of business and personal financial statements and tax returns to identify credit worthiness and identifying risk potential. Ability to identify short- and long-term credit facility needs based on business sales cycle, type of business, growth plans, and business strategy. Educates prospective clients about the Bank's underwriting guidelines, SBA programs and all applicable government regulations. Coordinates with attorney, loan closer and other involved staff to assure timely loan closing and funding activities. Able to balance business needs with customer requests while managing potential risk to the bank. Adheres to Seacoast Bank's Code of Conduct. Acts as a mentor to junior level SBA Lenders within Seacoast Bank. Adheres to policy & procedure of Seacoast Bank and must comply with BSA/AML/OFAC regulations and guidelines. Accept loan applications and the collection all required applicant information while following Fair Lending performance standards and ensuring fair and equal treatment to all applicants. Practices ethical sales behaviors in accordance with the Associate Code of Conduct and Sales Practices Policy, acting in the best interest of the applicant and their credit needs. Proactively helps to resolve customer concerns in a timely, professional, and positive manner, escalating issues to the next level of authority as needed. EDUCATION and/or EXPERIENCE: High School Diploma or equivalent required. College degree in a financial related discipline preferred. 5+ years of directly related SBA experience preferred. 10+ years in business development and/or financial services experience required. Demonstrate excellent communication (written and verbal) and interpersonal skills. PC Proficiency in Desktop, Laptop, Tablet, and Smartphone devices as well as Microsoft Office Suite software. The Statements above are intended to describe the general nature and level of work being performed by people assigned to this position. They are not intended to be an exhaustive list of responsibilities, duties, and skills. Because these statements are general, the job description is used for a variety of purposes including job evaluations; performance reviews; recruitment; etc. All Associates are required to adhere to the highest legal and ethical standards applicable to our industry. It is the policy of Seacoast Bank that all Associates will be familiar and compliant with all regulatory, legal, ethical and Bank risk mitigation requirements pertaining to both our industry and their individual roles. This includes the on time, successful completion of annual required training post-hire and effective execution of role responsibilities. #LI-PF1 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.

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 *******************************

Think BIG. Achieve More. At City National Bank of Florida, we invest in our people and the communities we serve. Join a team where ambitious careers and meaningful relationships thrive together. We're entrepreneurs at heart-growing fast, making an impact, and shaping the future of banking in Florida. To learn more about City National Bank of Florida visit About Us! About the Role Are you a results-driven professional with a passion for building strong business relationships? As a Business Banker, you'll serve as the primary relationship manager for a portfolio of business clients, focusing on companies generating less than $20 million in gross sales. You'll drive growth by developing new business, managing client relationships, and delivering tailored financial solutions. This role is ideal for a seasoned banker with expertise in credit analysis, portfolio management, and business development. What You'll Do Drive Business Growth: Meet and exceed individual and team sales goals, including deposits, loans, and other key metrics. Build Relationships: Expand existing client relationships and acquire new business through referrals, networking, and targeted outreach. Analyze Credit: Conduct preliminary financial statement analysis and creditworthiness assessments to align with bank risk standards. Lead and Collaborate: Provide leadership to the sales team, develop sales strategies, and collaborate with internal partners to deliver a seamless client experience. Portfolio Management: Oversee client portfolios, ensuring covenant compliance, collateral monitoring, and risk management. Client Engagement: Maintain regular contact with top clients to identify cross-selling opportunities and deepen relationships. Market Expertise: Stay informed about market trends, competitors, and opportunities for business growth. Community Involvement: Actively participate in community organizations and events to represent the bank and fulfill CRA (Community Reinvestment Act) requirements. Key Responsibilities Develop and execute sales proposals and strategies to grow core deposits and loan funding. Structure and complete secured and unsecured business loans, ensuring compliance with bank policies. Conduct pre-call planning and prepare for joint client appointments with Small Business Bankers. Act as a client advocate, recommending financial solutions and cross-selling bank products and services. Evaluate business, industry, and financial risks, documenting assessments in credit approval documents. Participate in branch meetings, sales campaigns, and coaching sessions to support team success. Qualifications: What you Bring Experience: 5-7 years of business banking experience, including 2+ years in lending and credit analysis. Skills: Strong business development, consulting, and relationship management skills. Proven ability to meet sales goals and maximize cross-sell opportunities. Knowledge: Expertise in credit structuring, financial analysis, and risk management. Credit training preferred. Education: Bachelor's degree in Business Administration or a related field required. Tech Savvy: Proficiency in Microsoft Office and CRM tools. Communication: Exceptional verbal, written, and presentation skills. Education: Bachelor's Degree in Business Administration or an equivalent combination of education and relevant professional experience may be considered in lieu of a degree. Benefits & Perks We offer a competitive benefits package designed to support your success: Health Coverage: Medical, dental, and vision plans with employer contributions. Retirement Savings: 401(k) with matching, plus additional retirement options. Paid Time Off & Holidays: Generous PTO and paid holidays. Wellness Support: Access to mental health and financial wellness resources. Visit our benefits page to learn more Benefits! Join City National Bank of Florida. The possibilities are endless. Special information to candidates: City National Bank of Florida is an Equal Opportunity Employer and is committed to providing equal employment opportunities to all applicants. We do not discriminate on the basis of race, color, religion, sex, pregnancy, national origin, age, disability, genetic information, protected veteran status, or any other status protected under federal, state, or Florida law. City National Bank of Florida complies with the Americans with Disabilities Act (ADA) and applicable Florida laws. Qualified individuals with disabilities who require a reasonable accommodation in order to complete the online application or participate in the hiring process may contact our Human Resources Talent Attraction Department at 305-###-#### or by email at ...@citynational.com. By applying, you consent to your information being transmitted by JobFlow to the Employer, as data controller, through the Employer's data processor SonicJobs. See City National Bank of Florida Privacy Policy at and SonicJobs Privacy Policy at and Terms of Use at

SMB Capital is excited to offer a new and unique opportunity for new and developing traders to be a part of our Proprietary Trader Training Program in Miami, FL. We are offering a comprehensive training program for new intraday equities traders and a clear career path. We have created an extended training program to create a clear career path for new traders from entry level trader to Senior Multi-product Trader. New traders will train with dedicated teachers and experienced intraday traders recognized throughout our industry. What is your career path? New traders will spend two years training and trading, developing essential trading skills and building a trading playbook that makes the most sense to them. New traders will also be expected to build competence in quantative trading, starting with simple alerting scripts in python and moving onward to fully-fledged models for diverse trading environments. Then the best traders after two years will have the opportunity to further their training and trade a bigger book. During this next career phase, traders will trade with more size and further develop their technical analysis, risk management, and quant skills. All traders benefit from coaching and mentorship from the firm's partners and senior traders. Our top traders are experts in their unique market niches and are generally multi-product traders, supplementing equities trading with asset classes like equity options, and futures. This is a unique opportunity for those with a passion for trading to receive training from and then trade with experienced pro traders. This training program was developed by Mike Bellafiore, author of the "trading classic" One Good Trade . SMB has been recognized for its outstanding training, and has been invited to train proprietary traders at other desks throughout the world. The partners in this world-class training program are widely sought out by financial and news media outlets for their expertise. Participating partners and senior traders have appeared on CNBC, CNNMoney, and StockTwitsTV, and have been cited in TheStreet.com, SFO Magazine, Financial Times and several other publications. We are looking for individuals with the following characteristics: -Passion for the Markets -Demonstrable History of Success -Entrepreneurial -Focused -Emotionally Disciplined -Great Teammate -Coachable Qualifications BA/BS degree in ... or related field 5+ years experience in ... Experience with ... Effective written and verbal communication Ability to ... US Citizen or Green Card holder Location This position will be located at our new office 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

We, and third parties, use cookies on our website. We use cookies to ensure that our website functions properly, to store your preferences, to gain insight into visitor behavior, but also for marketing and social media purposes (showing personalized advertisements). By clicking 'Accept', you agree to the use of all cookies. In our Cookie Statement. you can read more about the cookies we use and save or change your preferences. By clicking 'Refuse' you only agree to the use of functional cookies. Functional Functional cookies ensure that this website can remember information that influences the behavior and design of the website, such as which vacancies are your favorites. Statistics Statistical cookies help us understand how visitors use this website by collecting and reporting data anonymously. Marketing Marketing cookies are used on this site to possibly play videos via YouTube. Also to display relevant advertisements while visiting other websites. Change settings DeclineAccept selected cookies Accept Read more in the cookie statement Vacancies Our departments * Sales Consulting * Research & Development * Marketing * Risk, Compliance & Legal * Recruitment & HR * IT * Finance & Operations ACT CommunityEvents About * ACT as an Employer * Activities Around the World * Interview Process * Frequently Asked Questions 0 Junior Sales Trader, Latin America Ignite your journey Go back * Miami, United States Sales Consulting Apply Junior Sales Trader, Latin America * Miami, United States * Sales Consulting Apply

We always are excited to meet talented communications professionals, even if we don't have an opening that matches your level of experience. We encourage you to apply here to start the conversation and be on our radar for future opportunities.. ** Minimum Qualifications:** - Competed college degree and agency experience. - Excellent written and verbal communication skills. - Strong organizational and multitasking abilities. - Proficiency in various communication tools and platforms. - Ability to work proactively and effectively in a team environment or independently. **Application Process:** If you are a dedicated communications professional eager to contribute to our organization, please submit your application here. We are committed to reviewing all submissions and will reach out when a suitable opportunity becomes available.

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: ********************************************************************

Duties & Responsibilities • Support the expansion of the private banking business by generating and following up on leads with existing and prospective clients, and assessing & delivering on their overall banking, investment, and wealth planning needs • Identify and deliver appropriate banking products & services demonstrating simplicity, guidance, knowledge, and experience, after conducting an in-depth client needs assessment and analysis • Work collaboratively with the investment & advisory team, product experts and other business areas in order to maximize the client experience, engender trust and cooperation, identify synergies and referral opportunities, and maximize the depth of the product & service platform offered to current and prospective clients. • Meet and exceed client expectations by consistently providing exceptional customer service in a professional, positive, thorough and timely manner. • Demonstrate a proactive attitude by providing clients with thoughtful and relevant information and insight • Develop and maintain a disciplined approach to sound account management practices by conducting rigorous account reviews on a consistent basis • Maintain required documentation of the book (W8, KYC updates etc.) • Efficiently manage client communication, including business travel plans • Identify sources for prospects, defining a methodology to maximize client acquisition efforts • Compliance with BSA/AML laws, rules, regulations and the bank's BSA/AML policies and procedures . Compliance with Anti-Money Laundering and Bank Secrecy Act related principles, laws, rules and regulations, as well as Itau's related policies and procedures. Qualifications • Bachelor's degree in business administration or related field • FINRA Series 7 required • Demonstrated knowledge of private banking investments, products and services • Superior sales and relationship management skills • Outstanding analytical and organizational skills • Exceptional interpersonal and influence management capabilities • Superb oral & written communication skills • Ability to work well with multiple teams • Fluency in Spanish and English

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

Our client is a European bank with a presence in 11 countries where it offers specialized services in the management of large fortunes. They as looking for an experienced Private Banker Responsibilities • Develop and maintain relationships with existing and prospective clients. • Provide comprehensive financial planning and investment advice. • Manage client portfolios • Execute transactions on behalf of clients Qualifications • 5+ years of experience in private banking • Strong network of contacts in Latin America • Bachelor's degree in finance or a related field • SEC Series 65 or 66 license Benefits • Competitive salary and benefits package • Opportunity to work with a global team of experienced professionals • Chance to make a significant impact on the lives of our clients • Hybrid work model

Northern Trust, a Fortune 500 company, is a globally recognized, award-winning financial institution that has been in continuous operation since 1889. Northern Trust is proud to provide innovative financial services and guidance to the world's most successful individuals, families, and institutions by remaining true to our enduring principles of service, expertise, and integrity. With more than 130 years of financial experience and over 22,000 partners, we serve the world's most sophisticated clients using leading technology and exceptional service. This is an office-based position and for the effective performance of this role, the duties and responsibilities must be carried out onsite.Under direct supervision, the Universal Banker will be responsible for delivering an exceptional client service experience while servicing clients with a full range of banking products and services. Interacts with clients in person, via telephone and email, responding to inquiries and providing information as requested. Responsible for executing and/or submitting various administrative and operational activities related to clients, banking products and services. Primary activities may include establishing and/or submitting requests for new accounts, closing accounts, account maintenance, money movement, as well as addressing client inquiries.Key responsibilities include:1. Executes and/or submits client account servicing requests within appropriate time frames, including but not limited to submitting wires and fund transfers, preparing required documentation, opening and closing accounts, maintenance of accurate and complete account records, imaging of documents, and researching of client issues. 2. Handles paying and receiving activities, including cash transactions and daily balancing activities. Fully understands and adheres to all Wealth Management Lobby Banking Operations policies and procedures as documented on the Wealth Management Intranet. 3. Develops a strong understanding of required steps involved with each request, communicating with relationship management and operations teams as appropriate to obtain necessary information to properly execute the requested activity. 4. Maintains a strong understanding of policies and procedures and addresses the requirements of each activity in a timely fashion and in strict adherence with Northern Trust and Wealth Management Risk Management and Compliance guidelines and procedures, promptly escalating any issues and/or concerns to management. 5. Develops a strong knowledge of the various business applications critical to client and account servicing, including on-line tools and seeks to expand knowledge of the latest enhancements to Northern Trust partner and client technology and/or systems in order to maintain highest standards of servicing. 6. Assist with maintenance and servicing of Safe Deposit Boxes in offices where available. 7. Keeps informed of new or existing Northern Trust and Wealth Management products, services and compliance requirements to respond to client questions and to assist in selling services which results in expanding the overall client relationship. 8. Monitors banking reports as well as provides assistance with banking audits as directed by the Team Leader / Manager.The successful candidate will benefit from having: Knowledge of federal regulation, banking guidelines, banking operations, products and services, acquired through related work experience is preferred. Strong client service skills, problem solving, and organizational skills are required to identify, research and/or resolve requests. Ability to think critically and to work well independently and as part of a team. Strong verbal and written communication skills. 2-3 years of related experience. Working with Us: As a Northern Trust partner, greater achievements await. You will be part of a flexible and collaborative work culture in an organization where financial strength and stability is an asset that emboldens us to explore new ideas. Movement within the organization is encouraged, senior leaders are accessible, and you can take pride in working for a company committed to assisting the communities we serve! Join a workplace with a greater purpose. We'd love to learn more about how your interests and experience could be a fit with one of the world's most admired and sustainable companies! Build your career with us and apply today. #MadeForGreater Reasonable accommodation Northern Trust is committed to working with and providing reasonable accommodations to individuals with disabilities. If you need a reasonable accommodation for any part of the employment process, please email our HR Service Center at *****************. We hope you're excited about the role and the opportunity to work with us. We value an inclusive workplace and understand flexibility means different things to different people. Apply today and talk to us about your flexible working requirements and together we can achieve greater.

At Chase, we are passionate about creating memorable experiences for our clients and employees, making them feel welcomed, valued, and understood. We build lasting relationships by doing the right thing, exceeding expectations, and embracing diversity and inclusion. As a Private Client Banker in a Chase Branch, you will represent our brand and culture with the utmost hospitality, delivering the latest banking solutions and cutting-edge financial technology combined with friendly and attentive service to a select group of Chase's affluent clients, as well as other branch clients. 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 Put clients first and exceed their expectations - deliver attentive and friendly service, creating a welcoming environment. Share the value of Chase Private Client with eligible clients. Actively manage assigned clients and their banking relationships through an advice-based approach to recommend the best products and services for their financial needs. Engage in clear, polite, consultative communication to understand and help clients, building trust - ask questions and listen to understand, anticipate their needs. Educate and connect clients to technology solutions such as leveraging the Chase Mobile App, Chase.com, and ATMs to help them with their banking needs whenever, wherever, and however they want. Learn products, services, and procedures quickly and accurately to effectively consult with clients about banking solutions, as well as collaborate with and connect them to our team of experts to help with specialized financial needs. 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 sales experience with proven success in acquiring new clients, deepening relationships, and revenue generation. Ability to create memorable experiences for our clients - elevate the client experience. Excellent communication skills, both in person and over the phone, with proven ability to tailor features and benefits of products and services to clients with differing needs. Ability to resolve client issues quickly and effectively with attention to detail - providing consistent client experience. Operate within established risk parameters/tolerances and meet internal/external risk and compliance obligations, including completion of required training. High school degree, GED, or foreign equivalent. The Securities Industry Essential (SIE) exam, FINRA Series 6, state registration (including 63 if required), and Life licenses are minimum requirements. All unlicensed applicants must obtain their licenses though JPMC's licensing program within 180 days of hire, study materials and support provided. Ability to work branch hours including weekends and some evenings. Preferred qualifications, capabilities, and skills College degree or military equivalent. Experience in cultivating relationships with affluent clients. 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 JPMorganChase, 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 JPMorganChase. Your continued employment in this position with JPMorganChase 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 JPMorganChase. 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: ****************************************************************

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.

Full-time Description The Federal Savings Bank is expanding our top inside sales team! We seek experienced, high energy call center/consumer direct mortgage bankers to work bank-provided leads on a 50-state platform in our up and coming Miami, FL branch. There is absolutely NO COLD CALLING required in this position. This opportunity is extremely fast-paced and we deliver a high volume of hot, in-bound leads that convert at a very high percentage. Our Mortgage Bankers have access to a wide scope of loan programs and competitive rates while catering to a large base of veteran homeowners, those seeking government refinancing assistance, and first time home buyers. For more information please contact: REILLY TILLMAN BRUCE, Business Development Partner Phone: ************** Email: ********************************** What We Offer: Federal Charter, Mortgage Bankers can originate in all 50 states without the hassle of state licensing Hot, Inbound leads Personalized marketing options, robust marketing support program(s), mobile app, and the latest technology give our Mortgage Bankers the edge they need to compete and win! Experienced and highly trained operations staff for Processing, Underwriting, Closing and Post Closing (ALL 100% IN HOUSE). On-site operations support available! Shared or dedicated Banker Assistants Loan products for every scenario: FHA/VA, Conventional, USDA, Jumbo, 203k and Renovation, Portfolio, Condos/Co-ops, Construction, Down Payment Assistance and Grant Programs, HECM/Reverse Mortgages, Multi-Family, Commercial, Personal Lending and more! Some of the most competitive pricing and compensation plans in the industry More Reasons to Join: Mentoring available to Sales Managers and Originators looking to grow their business and expand their teams. We will help you revamp your business plan! Unique company culture where originators are encouraged to build their own brand while leveraging The Federal Savings Bank platform Annual Chairman's Club trips open to top-performing LOs and Operations team members! (2023 trip was a five star resort in Spain!) Medical, Dental, and Vision insurance plans available along with free Employee Assistance Programs Robust 401k match and company-paid basic life insurance Requirements Minimum of two years of mortgage lending experience in a call center/consumer direct environment Active NMLS # Must have the ability to manage time effectively due to the very high volume of in-bound leads the banker will be expected to work Must be self-motivated, results-oriented, and experienced in taking a disciplined approach to working leads Strong interpersonal communication skills; ability to effectively interact with individuals within all departments of the bank Thorough knowledge of current loan originating guidelines/procedures Favorable credit and background check Bachelor's degree preferred, Associates required VA lending experience strongly preferred Veterans are encouraged to apply We are seeking experienced Mortgage Professionals with a minimum of 2 years of experience and actively working in the mortgage banking industry. Only qualified candidates and proven producers will be considered. 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.

The Retail Banking Representative (Kendall Branch) 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

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

In this critical role, you will hold full ownership and accountability for sourcing, managing, and successfully closing retail automotive transactions. You will be responsible for overseeing every aspect of the sales process, beginning with the initial client introduction and continuing through financing, deal structuring, and final vehicle delivery. This includes guiding clients seamlessly through complex purchase decisions, coordinating with finance partners to secure optimal lending solutions, and ensuring full compliance with all regulatory requirements. You will collaborate closely with the General Manager of Sales to strategically grow and expand the retail segment of the business, contributing through individual performance and supporting broader sales initiatives and operational improvements. This role demands a highly autonomous professional who can operate with entrepreneurial initiative, balancing independence with effective teamwork. While this is not a traditional showroom role, it requires your presence on-site to leverage the full power of the du Pont REGISTRY brand and its resources. Candidates must live within close proximity to either our Miami, FL or Lebanon, TN locations to effectively engage with our local team and clientele. The ideal candidate is an accomplished sales and finance professional, adept at managing sophisticated, high-value transactions with discretion and confidence. You must demonstrate a proactive approach, exceptional communication skills, and the ability to navigate the complexities of luxury automotive sales and finance in a dynamic, fast-paced environment. KEY RESPONSIBILITIES Responsible for the entire deal, start to end. From introduction to finance and close deals Personally handle the full F&I process - including credit applications, lender approvals, funding paperwork, and compliance Source your own opportunities. While you'll have access to company resources, marketing, and leads, this will require you to build and maintain your own pipeline Generate and manage your own client book using outbound outreach, referrals, and creative prospecting strategies Utilize CRM tools to manage follow-up schedules, track deal progress, and ensure timely customer communication Work cross-functionally with other departments to move deals forward efficiently and professionally Structure and finalize finance deals with precision and compliance Coordinate funding, title processing, and document accuracy with administrative support Maintain strong product knowledge across multiple brands QUALIFICATIONS Experience in luxury, exotic, or high-line automotive sales Direct F&I experience Proven ability to self-source leads, manage a personal pipeline, and close deals Strong working knowledge of lender platforms (e.g., RouteOne, Dealertrack, Westlake, etc.) and finance compliance requirements High level of professionalism, discretion, and responsiveness Excellent communication skills, both written and verbal Strong analytical, problem-solving, and strategic-thinking skills with a forward-looking focus Ability to multi-task in a fast-paced, always-on environment Ability to deal with ambiguity and imperfect information Strong interpersonal skills and ability to frequently adjust priorities and help the team wherever needed Strong collaboration skills and ability to work with teams across the organization Excellent time-management and organizational skills with experience in working towards tight deadlines

Job Description The purpose of the Patient Financial Services Specialist II is to ensure that the batches and daily registration have been processed correctly. Coordination of work from the patient care areas, maintaining the work flow of documents to and from data processing and supervising closing by staff. POSITION REQUIREMENTS / QUALIFICATIONS: Education/Experience: High School Diploma or GED Equivalent. Some College Credits Preferred, Five years' experience in Health Care. Knowledge of Medicaid / Medicare insurance, collections and setup. Must know how to post B&E's. Licensure / Certification: Maintain current CPR certification from the American Heart Association Skills / Ability: Ability to work as a team leader and independently. Must have clerical skills, ability to type 35 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 EXEMPT POSITION) Complete statistical data and submit daily. Plans, supervises and coordinates the work of Patient Financial Services Specialist staff and supporting clerical staff in various Departments. Assist with training of new employees and work related problems. Answers inquiries of staff as questions arise in connection with obtaining needed information. Spot check work in progress to ensure prompt work flow to and from Data Processing. Ensures that decisions are in accordance with CHI Policies. Make credit decisions regarding admission deposit in problem situations. Discuss with patient the status of their accounts and make payment arrangements. Verifies Medicare, Medicaid and all other insurance carriers when needed. Coordinates and directs balance of daily closing and ensures that all procedures and payments are posted accurately by staff. Performs cashier duties, collects patient funds for services and enters data into computer for payment received. Performs voids, deletions, corrections on payments, B&E's and batches. Performs billing audits to ensure compliance by the PFSS. Provides instruction regarding posting in computer correctly. Verifies batches of PFSS. Provides updates and training of cashier functions. Provides reports to the Director of Finance or appropriate staff. Use appropriate and correct telephone etiquette at all times. Participates in Continuing Educational In-service and Performance Improvement Activities. Report of PFSS errors. Report of Medical Coding errors. Ensures that all B&E (billing and encounter) forms are posted by the PFSS within the same of service. Ensure batches are scanned into the Imaging system on time and accurately. Allocation of Personnel to cover staff shortages. Reports to work on time and ready to work with minimal absenteeism. Adheres to the Confidentiality Policies and Procedures / HIPAA Regulations. Performs other duties as assigned, including variable shifts if needed.