Personal banker jobs in Florida - 2,569 jobs

Deltona, Florida;Orange City, Florida; Sanford, Florida; Lake Mary, Florida **To proceed with your application, you must be at least 18 years of age.** Acknowledge Refer a friend **To proceed with your application, you must be at least 18 years of age.** Acknowledge (************************************************************************************************************** **:** At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. We do this by driving Responsible Growth and delivering for our clients, teammates, communities and shareholders every day. Being a Great Place to Work is core to how we drive Responsible Growth. This includes our commitment to being an inclusive workplace, attracting and developing exceptional talent, supporting our teammates' physical, emotional, and financial wellness, recognizing and rewarding performance, and how we make an impact in the communities we serve. Bank of America is committed to an in-office culture with specific requirements for office-based attendance and which allows for an appropriate level of flexibility for our teammates and businesses based on role-specific considerations. At Bank of America, you can build a successful career with opportunities to learn, grow, and make an impact. Join us! **Job Description:** This job is responsible for engaging clients in the lobby to educate and assist with conducting transactions through self-service resources, such as mobile banking, online banking, or ATM. Key responsibilities include accurately and efficiently processing cash transactions for clients as needed. Job expectations include having deep conversations with clients to gain in-depth knowledge of the financial and life priorities and connecting clients to solutions that meet the financial goals. **Responsibilities:** + Executes the bank's risk culture and strives for operational excellence + Builds relationships with clients to meet financial needs + Follows established processes and guidelines in daily activities to do what is right for clients and the bank, adhering to all applicable laws and regulations + Grows business knowledge and network by partnering with experts in small business, lending, and investments + Manages financial center traffic, appointments, and outbound calls effectively + Drives the client experience + Manages cash responsibilities **Required Qualifications:** + Is an enthusiastic, highly motivated self-starter with a strong work ethic and intense focus on results, acting in the best interest of the client + Collaborates effectively to get things done, building and nurturing strong relationships + Displays passion, commitment and drive to deliver an experience that improves our clients' financial lives + Is confident in identifying solutions for new and existing clients based on their needs + Communicates effectively and confidently and is comfortable engaging all clients + Has the ability to learn and adapt to new information and technology platforms + Is confident in educating clients on how to conduct simple banking transactions through self-service technologies (for example, ATM, online banking, mobile banking) + Applies strong critical thinking and problem-solving skills to meet clients' needs + Will follow established processes and guidelines in daily activities to do what is right for clients and the bank, adhering to all applicable laws and regulations + Efficiently manages time and capacity + Focuses on results while acting in the best interest of the client + Must be able to work weekends and/or extended hours and travel to any financial center location within a reasonable distance **Desired Qualifications:** + Experience in financial services and knowledge of financial services industry, products and solutions + One year of demonstrated successful sales experience in a salary plus incentive environment with individual sales goals + Six months of cash handling experience + Bachelor's Degree or business-relevant Associate's Degree such as business management, business administration or finance **Skills:** + Adaptability + Business Acumen + Customer and Client Focus + Oral Communications + Problem Solving + Account Management + Client Experience Branding + Client Management + Client Solutions Advisory + Relationship Building + Business Development + Pipeline Management + Prospecting + Referral Identification + Referral Management **Minimum Education Requirement:** High School Diploma / GED / Secondary School or equivalent **Shift:** 1st shift (United States of America) **Hours Per Week:** 40 Bank of America and its affiliates consider for employment and hire qualified candidates without regard to race, religious creed, religion, color, sex, sexual orientation, genetic information, gender, gender identity, gender expression, age, national origin, ancestry, citizenship, protected veteran or disability status or any factor prohibited by law, and as such affirms in policy and practice to support and promote the concept of equal employment opportunity, in accordance with all applicable federal, state, provincial and municipal laws. The company also prohibits discrimination on other bases such as medical condition, marital status or any other factor that is irrelevant to the performance of our teammates. View your **"Know your Rights (************************************************************************************** "** poster. **View the LA County Fair Chance Ordinance (************************************************************************************************** .** Bank of America aims to create a workplace free from the dangers and resulting consequences of illegal and illicit drug use and alcohol abuse. Our Drug-Free Workplace and Alcohol Policy ("Policy") establishes requirements to prevent the presence or use of illegal or illicit drugs or unauthorized alcohol on Bank of America premises and to provide a safe work environment. Bank of America is committed to an in-office culture with specific requirements for office-based attendance and which allows for an appropriate level of flexibility for our teammates and businesses based on role-specific considerations. Should you be offered a role with Bank of America, your hiring manager will provide you with information on the in-office expectations associated with your role. These expectations are subject to change at any time and at the sole discretion of the Company. To the extent you have a disability or sincerely held religious belief for which you believe you need a reasonable accommodation from this requirement, you must seek an accommodation through the Bank's required accommodation request process before your first day of work. This communication provides information about certain Bank of America benefits. Receipt of this document does not automatically entitle you to benefits offered by Bank of America. Every effort has been made to ensure the accuracy of this communication. However, if there are discrepancies between this communication and the official plan documents, the plan documents will always govern. Bank of America retains the discretion to interpret the terms or language used in any of its communications according to the provisions contained in the plan documents. Bank of America also reserves the right to amend or terminate any benefit plan in its sole discretion at any time for any reason.

Job Description We are hiring for our Lake Oswego, Melville and Tampa locations as well as home office set ups across the country. SUMMARY: This position is responsible for strengthening mill footprints, achieving customer acquisition and revenue growth objectives by generating interest, qualifying prospects and executing trades. DUTIES AND RESPONSIBILITIES: · Performs customer interaction by making outgoing calls and receiving incoming customer calls/emails daily. · Sources new sales opportunities through inbound and outbound prospecting calls and emails. · Understands accounts, identifies key players and generates interest. · Generates new business and ensures growth of existing accounts, strengthens mill footprint and growth. · Gains and retains extensive product knowledge as well as detailed comprehension of customer requirements. · Prepares and sends valuable offers daily. · Engages in quotation and flexible price negotiation for transactional orders in order to satisfy customer needs while maximizing profit including but not limited to Forward Pricing for hedge-fund customers. · Executes timely and accurate trades based on market data, movement and prices. · Provides competitive market intelligence and insights to prospects and customers. · Enters orders for all types of sales, including inventory, directs, back-to-back, forward and block business on both delivered and customer pick-up basis. · Purchases product for various types of sales. · Handles inbound calls and provides callers with product and service information. · Fields customer support calls, following up on matters such as deliveries, claims, returns and other customer requests. · Reviews dispatch log, daily invoices, A/R alerts and other system generated reports, make calls to follow up when required. · Maintain and review sales and profit goals on a regular basis · Participates in daily sales meetings and other various team meetings. · Visits customers on a regular basis, entertains customers outside of normal business hours, and continually develops customer relationships with thank you notes and other small tokens of appreciation; submits detailed customer visit reports to management and other team members. · Attends outings, shows and conventions as directed by management. · Submits customer sponsorship requests to management in a timely manner. · Provides management with suggestions that will improve our company. · Attends company sponsored, management seminars and webinars designed to help sales associates make good, high level decisions. · Maintains a self-discipline to enhance skills and education through reading, listening to audio and attending programs. · Performs other related duties as assigned by management. SUPERVISORY RESPONSIBILITIES: · This job has no supervisory responsibilities. QUALIFICATIONS: · Computer skills required: Microsoft Office Suite o 4+ years' experience in sales or a related field (experience in building materials a plus). o Excellent written and oral communication skills. o Strong team player, work ethic and commitment to job. o Excellent interpersonal skills. o Strong negotiation skills and the ability to establish mutually beneficial commitments and expectations with customers. o Ability to multi-task in a fast-paced environment. o Ability to work closely with peers on team orientated goals. o Ability to follow company directives and instruction. PHYSICAL DEMANDS AND WORK ENVIRONMENT: Occasionally required to stand. Occasionally required to walk. Continually required to sit. While performing the duties of this job, the noise level in the work environment is usually quiet and moderate. The employee must occasionally lift and/or move up to 10 pounds.

The Energy Authority is a public power-owned, nonprofit corporation with offices in Jacksonville, Florida, and Bellevue (Seattle), Washington. TEA provides public power utilities with access to advanced resources and technology systems so they can respond competitively in the changing energy markets. Through partnership with TEA, utilities benefit from an experienced organization that is singularly focused on deriving the maximum value of their assets from the market. Join Our Team as a Power Trader Are you energized by fast-moving markets and complex decision-making? As a Power Trader at TEA, you'll play a critical role in managing and optimizing client generation and load portfolios across bilateral and/or RTO markets. This is a high-impact role where strategy meets execution-you'll develop short-term trading strategies, make real-time economic decisions, and collaborate closely with clients and internal teams to drive value, reduce risk, and lower power costs. If you thrive in dynamic environments, enjoy balancing analytics with market instincts, and want your work to directly impact client outcomes, this role is for you. What You'll Do Client Resource Management/Optimization: Ensures accurate submission of client load and assets. Develops and maintains strong working relationships with appropriate staff at Clients. Works with clients to define portfolio positions and develops short-term risk management strategies (physical and financial) to increase margin and lower power costs, while minimizing risk. Coordinates with all necessary internal staff to bridge the gap between the longer-term strategies and the shorter-term trading functions. Maintains current knowledge of TEA's client resource mix, including understanding of congestion impacts. Reviews and participates in the decision-making process with Analytics on client congestion hedging strategies. Accurately performs and records all trading functions for clients using trading tools, including (but not limited to) generation, load, purchases, sales, tags, deal information into the portals, and deal capture system. Market/Industry Expert: Obtains market discoveries to broaden our market knowledge and increase trading opportunities. Ensures compliance with all applicable FERC orders, NERC, and other applicable reliability standards, and transmission tariffs and business practices. Maintains current knowledge of markets (RTO and/or Bilateral) to include market business practice, tariff, and other market related information. Develops strong working knowledge of market protocols and operations and takes advantage of ongoing learning opportunities. Participates in Market related meetings. Responsible for ensuring applications are up to date with market changes, analyzing impacts to TEA and clients of market changes, and disseminating all market notifications (including Tariff/BPM changes) for their respective markets. Overnight(s) travel required attending industry functions, training seminars as well as visits to Members and Partners, as needed. Works weekends/holiday as the schedule requires. Ability to temporarily relocate out of the local area in times of natural disasters or for other business continuity reasons. Technological Innovation: Understands impacts of industry trends/technological change and leads clients and TEA adapt and capture value. Gains and maintains proficiency with the analytical tools to assess the effectiveness of strategies. Provides testing of new tools as TEA moves into new markets, as markets evolve, and as new Partners are added. Consistently looks for new ways to use tools to improve workflow and output. Uses various vendor and proprietary tools to conduct analysis including, but not limited to, PowerOptix, Yes Energy, Genscape, WSI, web Trader, etc. Training and Development: Trains new staff as well as other team members, including but not limited to Energy Schedulers, Hourly Traders, Portfolio Managers, and Members/Partners. Is a resource on RTO/Bilateral market rules for TEA and Members/Partners. Attends relevant Market and Technology training sessions as available in person and/or online. Generates TEA Backed Margins: Manages positions for TEA by negotiating short-term physical and financial energy transactions. Identifies and captures opportunities that create value for TEA in transmission, bilateral, congestion products and virtual markets. Coordinates with all necessary internal staff to bridge the gap between the longer-term strategies and the shorter-term trading functions. Maintains current knowledge of TEA's resource mix. Pro-actively pursues transmission opportunities for TEA. Analyzes congestion trends, including line outages, anomalies, and opportunities. Accurately performs and records all trading functions using trading tools, including (but not limited to) purchases, sales, tags, deal information into the portals, and deal capture system. What We're Looking For Minimum of 5 year of energy industry-related experience in power trading and/or related trading floor function required. Bachelor's degree from a four-year accredited college or university is required; MBA or other advanced degree is a plus. Experience with RTOs and/or ISOs highly desired - specifically NYISO. Experience trading financial energy products is a plus. Strong technical skills with Microsoft Office Products (especially Excel); and programming skills in Visual Basic, or Python are highly desired. Certifications (Preferred) NERC certification is a plus. National Futures Association Series 3 is a plus. Chartered Financial Analyst (CFA) is a plus. If you're ready to take ownership of complex portfolios, make real-time decisions that matter, and work alongside a collaborative, high-performing trading team, we'd love to hear from you. Apply now and help power the future for TEA and our clients. TEA Values TEA employees share a common sense of purpose. When TEA accomplishes its mission, the result is improved quality of life for the citizens and businesses of the communities our clients serve. TEA employees exceed the expectations of those they serve, deliver services with the highest standards of fair, honest, and ethical behavior, set the standard for service and expertise in our industry, embody a spirit of collaboration, and embrace TEA's founding entrepreneurial spirit by seizing opportunities to deliver value. If you are self-motivated, driven to deliver excellence, and passionate about your career, TEA is the perfect place for you. It's YOUR Future. It's OUR Future.

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.

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.

Job DescriptionThe Private Banker role at Partners Federal Credit Union is built for financial professionals who want meaningful member relationships, strong work/life balance, and a career path that blends banking expertise with growing investment skills. Unlike the high-pressure sales culture at large banks, our Private Bankers develop deep, long-term financial relationships with Disney Cast Members and families in a service-first environment. We offer stability, a nationally respected brand, and the ability to expand into investment and wealth advisory roles over time. For candidates who want a balance of relationship banking plus the opportunity to grow their investment knowledge, without the pressure of a production-heavy retail bank, this is a unique and highly fulfilling career path. As the trusted primary contact for affluent and selected members, this role delivers comprehensive relationship management by overseeing their full banking relationship with a proactive, consultative approach. The role partners closely with Wealth Management Advisors to provide tailored guidance and recommendations based on each member's financial goals and with seamless client experience. This role also can manage investments accounts for members based on Investment guidelines. The Private Banker acts as a mentor to Member Experience Professionals, supporting complex member needs, assisting branch leadership, and collaborating with Partners Wealth Management Advisors to ensure optimal member outcomes. This role embodies Partners' leadership competencies and core values, maintaining professionalism, integrity, and a positive member experience. Securities and FINRA licensing are required. The position reports directly to the Branch Manager and works in close collaboration with the Private Banking Program Manager to support strategic initiatives and implement tactical programs. Essential Responsibilities: Comprehensive Relationship Management - Serve as the primary contact for affluent and select members, managing complete banking and investment relationships using a proactive, consultative approach. Collaborate with Partners Wealth Management Advisor to provide investment guidance and recommendations to affluent members and those beginning their investment journey. As the trusted primary contact for affluent and selected members, this role delivers comprehensive relationship management by overseeing their full banking relationship with a proactive, consultative approach. The role partners closely with Wealth Management Advisors to provide tailored guidance and recommendations based on each member's financial goals and with seamless client experience. This role also can manage investments accounts for members based on Investment guidelines. The Private Banker acts as a mentor to Member Experience Professionals, supporting complex member needs, assisting branch leadership, and collaborating with Partners Wealth Management Advisors to ensure optimal member outcomes. This role embodies Partners' leadership competencies and core values, maintaining professionalism, integrity, and a positive member experience. Securities and FINRA licensing are required. The position reports directly to the Branch Manager and works in close collaboration with the Private Banking Program Manager to support strategic initiatives and implement tactical programs. Advice-Based Banking - Deliver tailored financial and investment solutions using an advice-based approach, ensuring recommendations align with member goals. Proactive Financial Needs Assessment - Identify life events and evolving financial needs to recommend appropriate financial solutions. Product and Service Expertise - Maintain knowledge of current financial products, rates, and trends, including retirement products, CDs, money markets, and treasury ladders. Mentorship and Leadership - Mentor all levels of Member Experience Professionals, sharing knowledge and skills to enhance performance and success. Cross-Selling and Financial Growth - Promote the credit union's objectives by cross-selling products and services, contributing to branch growth. Provide regular updates to the Private Banking Program Manager on performance metrics. Regulatory Compliance and Documentation - Ensure all documentation meets quality control standards and regulatory policies, including CIP, OFAC, and Chexsystems. Member Education and Technology Adoption - Educate members on digital and online banking solutions to enhance convenience and financial literacy. Business Development and Member Engagement - Represent Partners at business development events, expos, and seminars. Acquire new memberships and follow up with targeted outreach. Investment and Partnership Guidelines Approximately 75% of time is dedicated to banking products and services, with 25% focused on investment opportunities in partnership with the Partners Wealth Management Advisor. Specific investment thresholds require joint meetings with members, the Advisor, and the Private Banker. The Guided Wealth Portfolio (GWP) is the only investment product the Private Banker may sell independently. All investment-related activities must comply with regulatory standards and Partners Wealth Management policies. Knowledge & Skills Education Level: High School or GED (required) Years of Relevant Work Experience: 3 to 5 years in retail banking. Current FINRA certifications and licenses include SIE, and Series 6 Certifications, Licenses, Registrations, etc.: NMLS Certification - Required CA Notary - Required State L&D Insurance License - Required SIE (if Series 6 acquired after October 1, 2018)- Required FINRA Series 63 & 65 OR Series 66 Note: not required at time of hire, but must be acquired within 9-12 months of hire date Continued employment for Series 6 applicants is contingent upon obtaining the Series 63 & 65 or 66 within 9 -12 months of hire. Other Training, Technical Skills or Knowledge: Ability to use a personal computer and related software applications including Microsoft Outlook. Abilities and Behaviors: 3+ years of experience building and maintaining relationships with members and colleagues. Strong knowledge of banking and securities regulations. Excellent member service, sales, and conflict resolution skills. Effective communication, organization, and time management abilities. Adaptability and initiative; able to work independently with minimal supervision. Strong teamwork and collaboration skills. High motivation, professionalism, and ethical standards. Demonstrates discretion when handling confidential financial information. Scope of the Job Performance Standards: New Memberships: 5-8 per month Loan Originations: 12-17 funded applications per month ($300K-$425K) Insurance Units: 8-12 per month (PLP, GAP, MBI) Qualified Referrals: 5-7 per month (Wealth, Auto, Mortgage) Investment Product Sales: 2 new Guided Wealth Portfolio (GWP) accounts per month Maintain member satisfaction and compliance quality scores at or above standards. Discretion / Latitude: This role requires a moderate level of supervision. Ability to apply common sense understanding to carry out detailed but uninvolved instructions and to deal with problems involving a few variables. Interactions: This role interacts with a combination of walk-in Members and outbound phone calls. There is a high level of interactions with all PFCU departments. Business / Work Environment: Shift work, including weekends and home visits, consists of hours outside of an 8 - 5 schedule to cover the hours of operation. Able / flexible to work evenings and Saturday at the convenience of the member. Challenges: Sitting for a prolonged period of time and repetitive tasks. May perform different work functions within a normal workday. Training Requirements: Basic Compliance Training Requirements Basic NEO Training Requirements Core System Training Lending and New Account Platform Training Cards Training (Springboard & Card Wizard) PLP Training Unity Training Basic Underwriting Training focusing on quality loan application interviewing process & submission Physical Demands & Environmental / Working Conditions: Using primarily just the fingers to make small movements such as typing, picking up small objects, or pinching fingers together. Verbal communication where one must frequently convey detailed or important instructions or ideas accurately, loudly, or quickly. Ability to hear average or normal conversations and receive ordinary information. Average, ordinary, visual acuity necessary to prepare or inspect documents or products, or operate machinery. Sedentary work; sitting most of the time. Exerts up to 10 lbs. of force occasionally. The hiring range for this position in Florida is $51,200 to $76,800 per year. The base pay actually offered will take into account internal equity and also may vary depending on the candidate's geographic region, job-related knowledge, skills, and experience among other factors. A bonus and/or long-term incentive units may be provided as part of the compensation package, in addition to the full range of medical, financial, and/or other benefits, dependent on the level and position offered. Disclaimer The above information on this description has been designed to indicate the general nature and level of work performed by employees within this classification. It is not designed to contain or be interpreted as a comprehensive inventory of all duties, responsibilities, and qualifications required of employees assigned to this job. Powered by JazzHR dv CVIjwP1n

**Hours** : + Monday - Friday + 8:30 AM - 5:00 PM 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. **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 (****************************************** X formerly Twitter 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.

The SouthState story is one of steady growth, deep community roots, and an unwavering commitment to helping our customers move forward. Since our beginnings in the 1930s to becoming a trusted financial partner across the South and beyond - we are known for combining personal relationships with forward-thinking solutions. We are committed to helping our team members find their success while maintaining the integrity of our values: building trust, fostering lasting relationships and pursuing excellence. At SouthState, individual contributions are recognized, potential is cultivated and team members are inspired to achieve their greater purpose. Your future begins here! SUMMARY/OBJECTIVES The Universal Banker serves as a full service, single point of contact in the branch for SouthState customers' financial needs. The position operates in the dual capacity of a Teller and FSR providing exceptional customer service in both transactional and account management. The Universal Banker seeks to attract, expand, and retain customer relationships and is responsible for contributing to the financial growth of the bank. ESSENTIAL FUNCTIONS Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. Serves customers quickly, accurately, efficiently, and confidentially according to the South State Bank Service Standards. Knows and understand the products and services offered by the Bank. These include facts and features, benefits and advantages, rules and regulations, price structure, and a simple definition of each service offered. Able to identify customer needs and expectations by listening for clues. Seeks the opportunity to expand customer relationships by making referrals as outlined in the goals for this position. Presents a neat and professional personal appearance, in accordance with bank policy. Knows and ensures compliance to all banking regulations to include Regulation CC and Bank Secrecy Act. Develop a strong understanding of customer facing technology with the ability to discuss with and enroll customers in self-service options. Teller Duties: Processes transactions for savings, checking, and loan accounts. Maintains a neat and orderly work area. May assist in guiding and training new tellers. May allow customers access to safe deposit boxes. Cashes checks and processes savings withdrawals within assigned limits and in accordance with prescribed procedures. Sells certified checks. Balances transactions daily. May service/balance ATM. May utilize the branch capture system. Knows and follows policies and procedures in completing transactions, minimizing operational errors, and maintaining a proper workflow. Knows and follows the branch's security and audit procedures and understands the function and operation of the security devices. FSR Duties: Opens new deposit accounts and understands the products and financial services offered by the bank. Also handles other services such as stop payments, wire transfers, and other maintenance functions within assigned limits. Explains policies and procedures as necessary, keeping in mind most customers' unfamiliarity with them. Resolves customer problems and complaints with courtesy and discretion and direction and directs customers with difficult problems to other sources for assistance. Considers problems and complaints as opportunities to satisfy the customer and promote additional services. Is knowledgeable of financial services offered by the bank. Shows sincere appreciation for each customer's time and business. Gives business card if not already given. Knows and follows the branch's security and audit procedures and understands the function and operation of the security devices. Assures that branch records, reports and other correspondence resulting from customer development attempts are correct, timely and are properly distributed. UNIVERSAL BANKER FUNCTIONS One year of teller or cash handling experience and six months customer relationship building or sales experience Demonstrated expertise in the Teller II and basic FSR job functions Additional Responsibilities may include Vault Responsibilities or Back-Up Vault Responsibilities Other duties as assigned Qualifications, Education, and Certification Requirements Education: High School diploma or equivalent Experience: Cash handling, sales, customer service. Previous banking experience preferred. Specific Knowledge: Good interpersonal skills, good computer skills, ability to read, write, speak, and understand English TRAINING REQUIREMENTS/CLASSES The SouthState Way New Team Member Orientation Teller Foundations Banker Foundations All assigned Regulatory Compliance Training Acknowledgement of all policies through DocuSign as assigned Additional training may be required dependent upon experience PHYSICAL DEMANDS Must be able to lift, up to 50 pounds, must be able to stand and/or sit for long periods of time. Must be able to effectively access and interpret information on computer screens, documents, reports, and cash denominations, and identify customers. WORK ENVIRONMENT This position is most likely in an open lobby area with an individual workstation. The position is located inside a cooled and heated facility. TRAVEL Travel may be required to come to meetings or training as needed. Equal Opportunity Employer, including disabled/veterans.

The SouthState story is one of steady growth, deep community roots, and an unwavering commitment to helping our customers move forward. Since our beginnings in the 1930s to becoming a trusted financial partner across the South and beyond - we are known for combining personal relationships with forward-thinking solutions. We are committed to helping our team members find their success while maintaining the integrity of our values: building trust, fostering lasting relationships and pursuing excellence. At SouthState, individual contributions are recognized, potential is cultivated and team members are inspired to achieve their greater purpose. Your future begins here! SUMMARY/OBJECTIVES The Universal Banker serves as a full service, single point of contact in the branch for SouthState customers' financial needs. The position operates in the dual capacity of a Teller and FSR providing exceptional customer service in both transactional and account management. The Universal Banker seeks to attract, expand, and retain customer relationships and is responsible for contributing to the financial growth of the bank. ESSENTIAL FUNCTIONS Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. * Serves customers quickly, accurately, efficiently, and confidentially according to the South State Bank Service Standards. * Knows and understand the products and services offered by the Bank. These include facts and features, benefits and advantages, rules and regulations, price structure, and a simple definition of each service offered. * Able to identify customer needs and expectations by listening for clues. Seeks the opportunity to expand customer relationships by making referrals as outlined in the goals for this position. * Presents a neat and professional personal appearance, in accordance with bank policy. * Knows and ensures compliance to all banking regulations to include Regulation CC and Bank Secrecy Act. * Develop a strong understanding of customer facing technology with the ability to discuss with and enroll customers in self-service options. * Teller Duties: Processes transactions for savings, checking, and loan accounts. Maintains a neat and orderly work area. May assist in guiding and training new tellers. May allow customers access to safe deposit boxes. Cashes checks and processes savings withdrawals within assigned limits and in accordance with prescribed procedures. Sells certified checks. Balances transactions daily. May service/balance ATM. May utilize the branch capture system. Knows and follows policies and procedures in completing transactions, minimizing operational errors, and maintaining a proper workflow. Knows and follows the branch's security and audit procedures and understands the function and operation of the security devices. * FSR Duties: * Opens new deposit accounts and understands the products and financial services offered by the bank. Also handles other services such as stop payments, wire transfers, and other maintenance functions within assigned limits. * Explains policies and procedures as necessary, keeping in mind most customers' unfamiliarity with them. * Resolves customer problems and complaints with courtesy and discretion and direction and directs customers with difficult problems to other sources for assistance. Considers problems and complaints as opportunities to satisfy the customer and promote additional services. * Is knowledgeable of financial services offered by the bank. * Shows sincere appreciation for each customer's time and business. Gives business card if not already given. * Knows and follows the branch's security and audit procedures and understands the function and operation of the security devices. * Assures that branch records, reports and other correspondence resulting from customer development attempts are correct, timely and are properly distributed. UNIVERSAL BANKER FUNCTIONS * One year of teller or cash handling experience and six months customer relationship building or sales experience * Demonstrated expertise in the Teller II and basic FSR job functions * Additional Responsibilities may include Vault Responsibilities or Back-Up Vault Responsibilities * Other duties as assigned Qualifications, Education, and Certification Requirements * Education: High School diploma or equivalent * Experience: Cash handling, sales, customer service. Previous banking experience preferred. * Specific Knowledge: Good interpersonal skills, good computer skills, ability to read, write, speak, and understand English TRAINING REQUIREMENTS/CLASSES * The SouthState Way New Team Member Orientation * Teller Foundations * Banker Foundations * All assigned Regulatory Compliance Training * Acknowledgement of all policies through DocuSign as assigned * Additional training may be required dependent upon experience PHYSICAL DEMANDS * Must be able to lift, up to 50 pounds, must be able to stand and/or sit for long periods of time. Must be able to effectively access and interpret information on computer screens, documents, reports, and cash denominations, and identify customers. WORK ENVIRONMENT This position is most likely in an open lobby area with an individual workstation. The position is located inside a cooled and heated facility. TRAVEL Travel may be required to come to meetings or training as needed. Equal Opportunity Employer, including disabled/veterans.

Universal Banker - Eastern Region (Brandon, Lakeland & South Tampa branches) Role This position is the Customer Ambassador for the financial institution within their assigned Region. The incumbent's overall purpose is providing quality and efficiency to members, often through digital or electronic interfaces. Universal Banker is responsible for conducting teller transactions and cash vault transactions in an accurate and timely manner. The incumbent is also responsible for the sales and servicing of all bank products and services. The incumbent works with the operations and sales team to achieve personal goals in the areas of deposit growth, business relationship growth, and consumer relationship growth. The incumbent also maintains current knowledge of competitor products, services, and current promotions. The incumbent is also responsible for providing operational support and exceptional customer service while maintaining essential controls and safeguards. Major Duties and Responsibilities: Open new memberships, deposits and loan accounts for new members. Conduct new member background checks in compliance with BSA and OFAC regulations which include, OFAC Check, IDV, Check Systems and Credit Bureau. Provide new account disclosures in compliance with Federal Regulations. Ensure that all required legal documentation is collected and reviewed prior to the opening of a non-personal account. With a good understanding of the credit union products/services and the member's current relationship, offers information on credit union products and services that can benefit the member and enhance their banking relationship. Evaluates the needs of potential members and offers appropriate financial products and services. Receives checks and cash for deposit to savings and checking accounts, verifies deposit amounts, examines checks for endorsement and negotiability, and posts transactions into bank records via an on-line terminal. Cashes check and pays money from savings and checking account upon verification of signatures and customer account balances. Explain the various types of loans and credit options that are available, as well as the terms of those services to members. Accurately prepare and review supporting documentation and all loan documentation prior to the closing of the loan according to policy. Book loans into core system once loan documents have been signed by the member. Communicate loan decisions to members within the established service standard. Perform service and maintenance to membership accounts. Provide rate information on all deposit and consumer lending products offered by Floridacentral Credit Union. Notarize documents. Perform Vault Management and ATM Balancing duties as assigned. Ensure all branch logs are completed accurately and timely. Troubleshoots and resolves member and internal inquiries in a timely, professional and accurate manner. Informs and advises customers of status or enhancements to current account productivity and suggests resolution on account disputes and other account activity. Analyze member's financial status, credit, and collateral to determine the best loan and credit options for the member as well as feasibility of the loan request Must comply with all company policies and procedures, applicable laws and regulations, including but not limited to, the Bank Secrecy Act, the Patriot Act, and the Office of Foreign Assets Control.

BayFirst National Bank is a full-service community bank dedicated to providing a wide range of high-quality banking services delivered in a personalized, friendly manner. Founded in 1999 and headquartered in St. Petersburg, Florida, we are a true community bank with the goal of becoming a one-stop shop and trusted financial resource for the communities that we serve. Understanding that our employees are our most valuable resource, we are committed to providing career development opportunities, competitive compensation, and generous benefits to our entire workforce. As an organization, we encourage open communication in an environment of mutual respect, where hard work is rewarded, and a professional but informal atmosphere is valued within the workplace. Primary Purpose of Position: This position must exemplify our retail mindset by understanding our clients' needs are at the center of all we do. The position requires a thorough understanding of all bank products and services, effective communication, and the ability to meet the clients' needs on their terms. Universal Bankers are responsible for establishing and maintaining client relationships and exceeding client expectations in terms of accuracy, efficiency, courtesy, and professionalism. Universal Bankers at BayFirst understand and appreciate the hours needed to meet client service expectations in a retail banking environment, as well as time for marketing and community events. Employees may be asked to provide coverage for other banking centers in the area as needed. Primary responsibilities include but are not limited to: * Ability to travel between BayFirst's Countryside and Belleair Bluffs banking centers regularly. * Become proficient in all bank products, programs, and services in order to provide our customers the best service possible. * Ability to understand client's financial needs and make appropriate product recommendations and referrals. * Meets or exceeds individual goals while supporting goals of the banking center. * Performs routine customer transactions including deposits, withdrawals, cash advances, loan payments, transfers, check cashing, cashier's checks, and issues debit cards. * Opens and closes accounts, including checking, savings, CDs, IRAs, and safe deposit boxes and balances daily transactions and verifies cash totals. * Exceed client expectations in terms of accuracy, efficiency, courtesy, and professionalism. Qualifications include but are not limited to: * At least 1 year of experience in banking preferred. * High school diploma or equivalent. * Bilingual in English and Spanish is preferred. * Strong analytical and problem-solving skills. * Excellent communication skills both verbal and written. * Detail-oriented. * Positive retail mindset. * Ability to manage multiple priorities under time constraints. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or status as a protected veteran.

The SouthState story is one of steady growth, deep community roots, and an unwavering commitment to helping our customers move forward. Since our beginnings in the 1930s to becoming a trusted financial partner across the South and beyond - we are known for combining personal relationships with forward-thinking solutions. We are committed to helping our team members find their success while maintaining the integrity of our values: building trust, fostering lasting relationships and pursuing excellence. At SouthState, individual contributions are recognized, potential is cultivated and team members are inspired to achieve their greater purpose. Your future begins here! SUMMARY/OBJECTIVES The Universal Banker serves as a full service, single point of contact in the branch for SouthState customers' financial needs. The position operates in the dual capacity of a Teller and FSR providing exceptional customer service in both transactional and account management. The Universal Banker seeks to attract, expand, and retain customer relationships and is responsible for contributing to the financial growth of the bank. ESSENTIAL FUNCTIONS Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. Serves customers quickly, accurately, efficiently, and confidentially according to the South State Bank Service Standards. Knows and understand the products and services offered by the Bank. These include facts and features, benefits and advantages, rules and regulations, price structure, and a simple definition of each service offered. Able to identify customer needs and expectations by listening for clues. Seeks the opportunity to expand customer relationships by making referrals as outlined in the goals for this position. Presents a neat and professional personal appearance, in accordance with bank policy. Knows and ensures compliance to all banking regulations to include Regulation CC and Bank Secrecy Act. Develop a strong understanding of customer facing technology with the ability to discuss with and enroll customers in self-service options. Teller Duties: Processes transactions for savings, checking, and loan accounts. Maintains a neat and orderly work area. May assist in guiding and training new tellers. May allow customers access to safe deposit boxes. Cashes checks and processes savings withdrawals within assigned limits and in accordance with prescribed procedures. Sells certified checks. Balances transactions daily. May service/balance ATM. May utilize the branch capture system. Knows and follows policies and procedures in completing transactions, minimizing operational errors, and maintaining a proper workflow. Knows and follows the branch's security and audit procedures and understands the function and operation of the security devices. FSR Duties: Opens new deposit accounts and understands the products and financial services offered by the bank. Also handles other services such as stop payments, wire transfers, and other maintenance functions within assigned limits. Explains policies and procedures as necessary, keeping in mind most customers' unfamiliarity with them. Resolves customer problems and complaints with courtesy and discretion and direction and directs customers with difficult problems to other sources for assistance. Considers problems and complaints as opportunities to satisfy the customer and promote additional services. Is knowledgeable of financial services offered by the bank. Shows sincere appreciation for each customer's time and business. Gives business card if not already given. Knows and follows the branch's security and audit procedures and understands the function and operation of the security devices. Assures that branch records, reports and other correspondence resulting from customer development attempts are correct, timely and are properly distributed. UNIVERSAL BANKER FUNCTIONS One year of teller or cash handling experience and six months customer relationship building or sales experience Demonstrated expertise in the Teller II and basic FSR job functions Additional Responsibilities may include Vault Responsibilities or Back-Up Vault Responsibilities Other duties as assigned Qualifications, Education, and Certification Requirements Education: High School diploma or equivalent Experience: Cash handling, sales, customer service. Previous banking experience preferred. Specific Knowledge: Good interpersonal skills, good computer skills, ability to read, write, speak, and understand English TRAINING REQUIREMENTS/CLASSES The SouthState Way New Team Member Orientation Teller Foundations Banker Foundations All assigned Regulatory Compliance Training Acknowledgement of all policies through DocuSign as assigned Additional training may be required dependent upon experience PHYSICAL DEMANDS Must be able to lift, up to 50 pounds, must be able to stand and/or sit for long periods of time. Must be able to effectively access and interpret information on computer screens, documents, reports, and cash denominations, and identify customers. WORK ENVIRONMENT This position is most likely in an open lobby area with an individual workstation. The position is located inside a cooled and heated facility. TRAVEL Travel may be required Work Location: 10891 North Military Trail West Palm Beach, Florida 33410 Equal Opportunity Employer, including disabled/veterans.

BayFirst National Bank is a full-service community bank dedicated to providing a wide range of high-quality banking services delivered in a personalized, friendly manner. Founded in 1999 and headquartered in St. Petersburg, Florida, we are a true community bank with the goal of becoming a one-stop shop and trusted financial resource for the communities that we serve. Understanding that our employees are our most valuable resource, we are committed to providing career development opportunities, competitive compensation, and generous benefits to our entire workforce. As an organization, we encourage open communication in an environment of mutual respect, where hard work is rewarded, and a professional but informal atmosphere is valued within the workplace. Primary Purpose of Position: This position must exemplify our retail mindset by understanding our clients' needs are at the center of all we do. The position requires a thorough understanding of all bank products and services, effective communication, and the ability to meet the clients' needs on their terms. Universal Bankers are responsible for establishing and maintaining client relationships and exceeding client expectations in terms of accuracy, efficiency, courtesy, and professionalism. Universal Bankers at BayFirst understand and appreciate the hours needed to meet client service expectations in a retail banking environment, as well as time for marketing and community events. Employees may be asked to provide coverage for other banking centers in the area as needed. Primary responsibilities include but are not limited to: Become proficient in all bank products, programs, and services in order to provide our customers the best service possible. Ability to understand client's financial needs and make appropriate product recommendations and referrals. Meets or exceeds individual goals while supporting goals of the banking center. Performs routine customer transactions including deposits, withdrawals, cash advances, loan payments, transfers, check cashing, cashier's checks, and issues debit cards. Opens and closes accounts, including checking, savings, CDs, IRAs, and safe deposit boxes and balances daily transactions and verifies cash totals. Exceed client expectations in terms of accuracy, efficiency, courtesy, and professionalism. Qualifications include but are not limited to: At least 1 year of experience in banking preferred. High school diploma or equivalent. Strong analytical and problem-solving skills. Excellent communication skills both verbal and written. Detail-oriented. Positive retail mindset. Ability to manage multiple priorities under time constraints. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or status as a protected veteran.

Ameris Bank is a purpose-driven company, dedicated to bringing financial peace of mind to communities, one person at a time. Whether a customer wants to grow their business, buy a home, or feel confident in their retirement plan, they have a partner in Ameris Bank. We serve customers in our locations across the Southeast, Mid-Atlantic and nationwide through our extensive digital offerings and mobile app. Delivering financial peace of mind starts with a team that values integrity and rewards ingenuity. At Ameris, you'll find teammates who are inclusive, collaborative problem-solvers who go the extra mile to support one another and to meet every customer's needs. When teammates are empowered and bring their diverse perspectives to the table, we create the best possible outcomes for our customers. At Ameris, we know that a growth mindset is key for high performance and fosters an environment that prioritizes continuous improvement. Teammates have access to Employee Resource Groups that serve as advocates and allies as well as professional development opportunities to drive ongoing education. Learn more about our purpose and how you can bring it to life as an Ameris Bank teammate. Responsible for serving as a consultant to customers by conducting customer financial profiles, identifying customer needs, cross-selling, and up-selling opportunities. Seek to attract, expand, and retain customer relationships and is responsible for contributing to the financial growth of the banking center. This position will serve as both a Teller and Personal Banker to support customer and team needs. Performs other projects and duties as assigned. Essential Functions, Duties, and Responsibilities: * Responsible for the financial growth of the banking center through establishing, expanding, and retaining high-value consumer and business client relationships. * Proactively communicate with current and prospective clients to educate, ensure understanding, resolve issues, develop, and maintain customer loyalty and solicit customer feedback to improve bank performance. * Apply need-based sales techniques and conduct customer financial profiles to attract, expand, and retain client relationships by identifying products and services. * Maintain a working knowledge of banking products and promotions. * Open new accounts and service existing accounts. * Accountable for achievement of defined sales and service goals. * Make recommendations to supervisors concerning the budgetary needs of the branch and methods to improve the client's experience. * Work to understand the root causes of customer service issues. * Identify and implement resolutions for service issues involving supervisors on more complex issues. * Conduct onboarding activities for new clients. * Provide backup support to other branches and employees as needed. * Work on the teller line when needed including operating the teller drawer and performing advanced, specialized teller functions including researching cash discrepancies, and handling complex customer transactions. * Perform accurate transactions, balance each day, and verify cash totals. * Scan daily proof work to the remote capture machine. * Provide assistance and training to other colleagues and serves as a mentor. * Practice ethical sales behaviors in accordance with the Bank's Core Values of Integrity and Honesty. Required Knowledge, Skills and Competencies: * Highly motivated team-player with ability to develop and maintain collaborative relationships. * Strong written and verbal communication skills. * Intermediate PC proficiency. * Intermediate proficiency in Google Docs and Microsoft Office products. Industry and Work Experience: * 2 or more years of customer service experience required. * 1 or more years of cash handling or retail banking experience required. * Cross selling experience preferred. Academic: * Bachelor's degree in business or related field preferred or equivalent education and related training or experience required. Benefits Available to Employees: Ameris Bank provides a comprehensive employee benefit package to all eligible employees. * Medical, Dental and Vision Insurance * Ameris Bank absorbs a major portion of the cost of healthcare. You become eligible for coverage on the first of the month following 30 days of employment * Life Insurance provided at no additional cost to employees * Accidental Death & Dismemberment Coverage * Long-Term Disability Coverage * Paid Sick and Vacation Leave * 11 Holidays * Volunteer/Service Day * Employee Stock Purchase Plan * 401(k) Retirement Plan * Ameris Bank matches 50% of your first 8% of contributions to the plan * Flexible Spending Accounts * Health Savings Account * Health Reimbursement Arrangement * Supplemental Life & Other Insurance Plans * Identity Theft Protection * Pet Insurance * Legal Insurance * Employee Assistance Program * Employee Advocacy Program * Tickets at Work (Entertainment discounts for Ameris Bank Employees) * AT&T Employee Discount * Wellness Discounts for Medical Premiums and Other Rewards * Employee Referral Incentive * Education Assistance * Employee Resource Groups Banking Advantages for Employees: In addition to a wide array of benefits, Ameris Bank employees are also eligible for special bank services. * Free Interest Checking * Free Safe Deposit Box * Free Money Orders, Travelers' Checks and Cashier Checks * Discount on Mortgage Origination Fee * Free Online Banking and Free Unlimited Online Bill Payment * Employee Banking Perks Disclaimer: The above job description is meant to describe the general nature and level of work being performed; it is not intended to be construed as an exhaustive list of all responsibilities, duties, and skills required for the position. All job requirements are subject to possible modification to reasonably accommodate individuals with disabilities. Some requirements may exclude individuals who pose a direct threat or significant risk to the health and safety of themselves or other employees.

The Universal Banker operates in a seamless dual capacity to deliver an exceptional customer experience by seeking to understand the needs of the customer, and then providing a complete range of retail banking services to meet those needs in alignment with the organization's business model, vision, mission, core values, and behaviors. This position is responsible for performing sales, service and operational functions and executing the Renasant's customer engagement model. In this role, the Universal Banker drives engagement throughout the entire customer interaction, including routine transactions and financial counseling, while championing digital conveniences available through various delivery channels. To do this, the Universal Banker reduces the required steps to as few as possible and can supply full scale banking assistance with no need to refer the customer to another retail team member. RENASANT BANK IS AN EQUAL OPPORTUNITY EMPLOYER Responsibilities * Drive an exceptional customer experience in a branch environment through the execution of the bank's customer engagement model by deepening relationships, educating customers on the bank's products and services, offering appropriate financial solutions and guidance, opening accounts, performing teller transactions and proactively addressing emerging customer needs without the need to transfer the customer to another retail area of the branch * Meet established sales and service performance goals by developing and expanding new and current customer relationships, delivering a wide range of banking solutions and improving customer loyalty * Collaborate with lines of business partners to create a seamless customer experience to fulfill financial needs through lending groups, wealth management, treasury solutions and other financial services * Champion digital delivery in branch by providing our customers with the digital conveniences and on-demand solutions that meet their needs how, when and where they expect to do business * Provide awareness, promote and create a seamless transition across all delivery channels including online, mobile, in branch, virtual branch and customer experience center * Respond with a sense of urgency and intentionality to customer feedback by working to understand the root causes of customer concerns or complaints; make recommendations to improve the customer experience through various process, policy and product enhancements * Ensure proper documentation is obtained and properly completed for all solutions to minimize documentations exceptions * Maintain customer pipeline tracking, including documenting calls and other interactions with customers and referral sources, via the customer engagement platform * Perform teller responsibilities daily to include processing customer transactions (i.e. deposits, withdrawals, transfers, loan payments, official checks, etc.) as well as special tasks such as loan payoffs and draws, redeeming savings bonds, ordering currency and auditing teller drawers. Additionally, execute daily operations (i.e. balancing ATM and vault and performing branch capture procedures, etc.) * Protect the bank from unnecessary risk by following procedures in all areas including CTR, SAR, Reg CC holds, robbery procedures and fraud mitigation * Recognize and navigate fraud attempts and events experienced by customers and individuals attempting to defraud customers and the bank * Maintain confidentiality and security of customer information according to regulatory and company guidelines and policies * Routinely review procedures and processes and complete self-audits using provided tools and resources that are designed to prevent unnecessary risk to customer and bank * Represent the bank in community organizations and activities to increase the bank's outreach and foster relationships for future business development opportunities * Work closely with line of business partners, the Retail Experience Administration, Learning and Development to maintain a working knowledge of all bank products, services, policies, processes, procedures and systems to effectively and knowledgeably engage customers, deliver financial solutions with urgency and accuracy, and perform branch operations * Perform other related duties as assigned Qualifications * High school diploma or equivalent, College education preferred * Minimum of 1 year related customer experience and sales experience required * Minimum of 1 year teller and/or cash handling experience preferred * Strong dedication and motivation to achieving sales, service, and operational results and exceeding expectations * Ability to follow stated bank customer sales and service standard processes to ensure achievement of necessary goals and customer standards * Excellent communication skills (written and verbal) * Attention to detail with strong record of accuracy in handling of transactions * Comfortable using a variety of technology software products to process transactions * Proven time management and organizational skills, ability to effectively handle multiple priorities and adapt effectively as business needs and pace changes * Aptitude to read, understand and apply all regulations, policies and procedures related to Universal Banker responsibilities and other branch operations * Ability to travel for training, other development opportunities, and between branches, as needed For all Senior Universal Bankers: * Minimum of 2 years of successful Universal Banker experience * Ability to handle complex transactions and issues with limited assistance or supervision * Operational strength with limited to no account exceptions, outages, or operational losses * Proficient in all aspects of bank products and solutions, including IRA's and complex business accounts Physical Demands The physical demands described are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. While performing the duties of this job, the employee is frequently required to stand or sit; kneel, stoop, or squat; use hands or fingers to handle or feel objects, tools or controls; reach with hands and arms, and talk or hear. The employee is occasionally required to walk. The employee must occasionally lift and /or move up to 25 pounds. Specific vision abilities required by this job include close vision, peripheral vision, depth perception and the ability to focus. Work Environment The Bank's professional working environment requires employees to communicate effectively, both verbally and in writing. Employees must demonstrate strong interpersonal skills when working closely with internal business partners and external clients. Employees may be exposed to confidential and propriety information within the working environment, therefore, must uphold confidentiality at all times. Due to the possibility of being exposed to high risk situations (i.e. robbery), detailed instructions and procedures are required to be followed at all times to safeguard the Bank's employees, customers, and assets. The above is intended to describe the general content of and requirements for the performance of this job. It is not to be construed as an exhaustive statement of duties, responsibilities, or requirements. The principal duties and responsibilities enumerated are all essential job functions except for those that begin with the word "May". This is intended to describe the normal level of work required by the person performing the work. The principle duties outlined are the essential responsibilities and duties. Other duties may be assigned as needs arise. Job requirements and/or processes may be modified to reasonably accommodate persons with a disability as required by law. This description is not intended as a contract and is subject to change. Any written contractual agreements supersede this job description.

Responsible for providing high quality service on a wide variety of general financial services. This role is also responsible for the sales and servicing of all credit union products and services, while focusing on building relationships and expanding EVERWISE CREDIT UNION's wallet share. Primary Responsibilities and Duties: Maintains a high level of member service in accordance with the EVERWISE CREDIT UNION Service Expectations. This position will perform a broad variety of member service functions with accuracy and in a timely manner. These functions may include, but are not limited to, cash handling, financial transactions, account maintenance, opening new accounts, operating an ITM (Interactive Teller Machine) and supporting MCC (Member Contact Center) Responsible for maintaining a high level of confidentiality about member account information. Meets or exceed established referral and sales goals, by listening for clues in conversations, asking open-ended questions, assisting with product promotions, or referring the member to the appropriate partner to address their need. Assists in outbound call efforts by reviewing, updating and calling on prospect lists, following up with members and calling on call campaigns regularly. May assume additional retail functions including, but not limited to drawer audits, member account maintenance, and vault duties. Comply with the credit union Check Cashing, Cash Control and Transaction Approval Limits policies. For example, Reg CC, SAR, CTR, Check handling, Reg D, BSA etc. Volunteers for special projects within the scope of job responsibilities. Responsible for problem solving through research, using open-ended questions, and consistent follow up to ensure member satisfaction. Assumes additional duties and responsibilities as assigned by supervisor/manager and as necessary for the continued growth and advancement of the Credit Union. Knowledge/Skills: Excellent human relation skills needed to interact with the membership in a professional environment including listening skills, and verbal/written communication Ability to proactively problem solve by demonstrating concern and empathy while seeking a solution that is in the best interest of the member and EVERWISE CREDIT UNION. High level of EVERWISE CREDIT UNION product knowledge with a full understanding of needs-based selling. Proficient cash handling skills. Ability to work in a fast-paced diverse and universal environment. Practical application and general understanding of various computer applications Ability to lift to 15 pounds at times due to coin bags and boxes of rolled coin. Minimum Requirements: High School Diploma, GED or equivalent certification. Six months of retail sales and/or cash handling experience or equivalent experience within a financial institution or related field preferred Base pay: Starting at $19.25/hour. Pay is dependent upon the pay range and the incumbent's knowledge, skills and experience. Everwise is an equal opportunity employer. We are committed to creating an inclusive environment for all employees.

A leading global financial services firm is seeking a Private Banker for its Latin America Private Bank in Miami, FL. The role involves advising ultra-high net worth clients on wealth management, building strong client relationships, and generating new business. Candidates should have over six years of experience in private banking, strong Spanish fluency, and relevant licenses. This position offers an opportunity to be part of a talented team and provides resources for career growth. #J-18808-Ljbffr

At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. We do this by driving Responsible Growth and delivering for our clients, teammates, communities and shareholders every day. Being a Great Place to Work is core to how we drive Responsible Growth. This includes our commitment to being an inclusive workplace, attracting and developing exceptional talent, supporting our teammates' physical, emotional, and financial wellness, recognizing and rewarding performance, and how we make an impact in the communities we serve. Bank of America is committed to an in-office culture with specific requirements for office-based attendance and which allows for an appropriate level of flexibility for our teammates and businesses based on role-specific considerations. At Bank of America, you can build a successful career with opportunities to learn, grow, and make an impact. Join us! Job Description: This job is responsible for engaging clients in the lobby to educate and assist with conducting transactions through self-service resources, such as mobile banking, online banking, or ATM. Key responsibilities include accurately and efficiently processing cash transactions for clients as needed. Job expectations include having deep conversations with clients to gain in-depth knowledge of the financial and life priorities and connecting clients to solutions that meet the financial goals. Responsibilities: Executes the bank's risk culture and strives for operational excellence Builds relationships with clients to meet financial needs Follows established processes and guidelines in daily activities to do what is right for clients and the bank, adhering to all applicable laws and regulations Grows business knowledge and network by partnering with experts in small business, lending, and investments Manages financial center traffic, appointments, and outbound calls effectively Drives the client experience Manages cash responsibilities Required Qualifications: Is an enthusiastic, highly motivated self-starter with a strong work ethic and intense focus on results, acting in the best interest of the client. Collaborates effectively to get things done, building and nurturing strong relationships. Displays passion, commitment and drive to deliver an experience that improves our clients' financial lives. Is confident in identifying solutions for new and existing clients based on their needs. Communicates effectively and confidently, and is comfortable engaging all clients. Has the ability to learn and adapt to new information and technology platforms. Is confident in educating clients on how to conduct simple banking transactions through self-service technologies (for example, ATM, online banking, mobile banking). Applies strong critical thinking and problem-solving skills to meet clients' needs. Will follow established processes and guidelines in daily activities to do what is right for clients and the bank, adhering to all applicable laws and regulations. Efficiently manages time and capacity. Focuses on results, while acting in the best interest of the client. Can be flexible to work weekends and/or extended hours as needed. Desired Qualifications: Experience in financial services and knowledge of financial services industry, products and solutions. One year of demonstrated successful sales experience in a salary plus incentive environment with individual sales goals. Six months of cash handling experience. Bachelor's Degree or business-relevant Associate's Degree such as business management, business administration or finance Skills: Adaptability Business Acumen Customer and Client Focus Oral Communications Problem Solving Account Management Client Experience Branding Client Management Client Solutions Advisory Relationship Building Business Development Pipeline Management Prospecting Referral Identification Referral Management Minimum Education Requirement: High School Diploma / GED / Secondary School or equivalent Shift: 1st shift (United States of America) Hours Per Week: 40

The Energy Authority is a public power-owned, nonprofit corporation with offices in Jacksonville, Florida, and Bellevue (Seattle), Washington. TEA provides public power utilities with access to advanced resources and technology systems so they can respond competitively in the changing energy markets. Through partnership with TEA, utilities benefit from an experienced organization that is singularly focused on deriving the maximum value of their assets from the market. Join Our Team as a Power Trader Are you energized by fast-moving markets and complex decision-making? As a Power Trader at TEA, you'll play a critical role in managing and optimizing client generation and load portfolios across bilateral and/or RTO markets. This is a high-impact role where strategy meets execution-you'll develop short-term trading strategies, make real-time economic decisions, and collaborate closely with clients and internal teams to drive value, reduce risk, and lower power costs. If you thrive in dynamic environments, enjoy balancing analytics with market instincts, and want your work to directly impact client outcomes, this role is for you. What You'll Do Client Resource Management/Optimization: Ensures accurate submission of client load and assets. Develops and maintains strong working relationships with appropriate staff at Clients. Works with clients to define portfolio positions and develops short-term risk management strategies (physical and financial) to increase margin and lower power costs, while minimizing risk. Coordinates with all necessary internal staff to bridge the gap between the longer-term strategies and the shorter-term trading functions. Maintains current knowledge of TEA's client resource mix, including understanding of congestion impacts. Reviews and participates in the decision-making process with Analytics on client congestion hedging strategies. Accurately performs and records all trading functions for clients using trading tools, including (but not limited to) generation, load, purchases, sales, tags, deal information into the portals, and deal capture system. Market/Industry Expert: Obtains market discoveries to broaden our market knowledge and increase trading opportunities. Ensures compliance with all applicable FERC orders, NERC, and other applicable reliability standards, and transmission tariffs and business practices. Maintains current knowledge of markets (RTO and/or Bilateral) to include market business practice, tariff, and other market related information. Develops strong working knowledge of market protocols and operations and takes advantage of ongoing learning opportunities. Participates in Market related meetings. Responsible for ensuring applications are up to date with market changes, analyzing impacts to TEA and clients of market changes, and disseminating all market notifications (including Tariff/BPM changes) for their respective markets. Overnight(s) travel required attending industry functions, training seminars as well as visits to Members and Partners, as needed. Works weekends/holiday as the schedule requires. Ability to temporarily relocate out of the local area in times of natural disasters or for other business continuity reasons. Technological Innovation: Understands impacts of industry trends/technological change and leads clients and TEA adapt and capture value. Gains and maintains proficiency with the analytical tools to assess the effectiveness of strategies. Provides testing of new tools as TEA moves into new markets, as markets evolve, and as new Partners are added. Consistently looks for new ways to use tools to improve workflow and output. Uses various vendor and proprietary tools to conduct analysis including, but not limited to, PowerOptix, Yes Energy, Genscape, WSI, web Trader, etc. Training and Development: Trains new staff as well as other team members, including but not limited to Energy Schedulers, Hourly Traders, Portfolio Managers, and Members/Partners. Is a resource on RTO/Bilateral market rules for TEA and Members/Partners. Attends relevant Market and Technology training sessions as available in person and/or online. Generates TEA Backed Margins: Manages positions for TEA by negotiating short-term physical and financial energy transactions. Identifies and captures opportunities that create value for TEA in transmission, bilateral, congestion products and virtual markets. Coordinates with all necessary internal staff to bridge the gap between the longer-term strategies and the shorter-term trading functions. Maintains current knowledge of TEA's resource mix. Pro-actively pursues transmission opportunities for TEA. Analyzes congestion trends, including line outages, anomalies, and opportunities. Accurately performs and records all trading functions using trading tools, including (but not limited to) purchases, sales, tags, deal information into the portals, and deal capture system. What We're Looking For Minimum of 5 year of energy industry-related experience in power trading and/or related trading floor function required. Bachelor's degree from a four-year accredited college or university is required; MBA or other advanced degree is a plus. Experience with RTOs and/or ISOs highly desired - specifically NYISO. Experience trading financial energy products is a plus. Strong technical skills with Microsoft Office Products (especially Excel); and programming skills in Visual Basic, or Python are highly desired. Certifications (Preferred) NERC certification is a plus. National Futures Association Series 3 is a plus. Chartered Financial Analyst (CFA) is a plus. If you're ready to take ownership of complex portfolios, make real-time decisions that matter, and work alongside a collaborative, high-performing trading team, we'd love to hear from you. Apply now and help power the future for TEA and our clients. TEA Values TEA employees share a common sense of purpose. When TEA accomplishes its mission, the result is improved quality of life for the citizens and businesses of the communities our clients serve. TEA employees exceed the expectations of those they serve, deliver services with the highest standards of fair, honest, and ethical behavior, set the standard for service and expertise in our industry, embody a spirit of collaboration, and embrace TEA's founding entrepreneurial spirit by seizing opportunities to deliver value. If you are self-motivated, driven to deliver excellence, and passionate about your career, TEA is the perfect place for you. It's YOUR Future. It's OUR Future.