Relationship Banker - Temple Terrace Financial Center
Bank of America 4.7
Personal banker job in Tampa, FL
Temple Terrace, 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.
$31k-37k yearly est. 2d ago
Looking for a job?
Let Zippia find it for you.
Trader
Sherwood Lumber Corporation 3.8
Personal banker job in Tampa, FL
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.
$55k-97k yearly est. 27d ago
Private Client Banker - Apollo Beach (New Build) - Apollo Beach, FL
Jpmorgan Chase 4.8
Personal banker job in Riverview, FL
You have a passion for taking care of our customers and employees and making them feel welcomed and valued by building lasting relationships, doing the right thing, exceeding expectations and having a strong commitment to diversity and inclusion. Here at Chase, you will have the opportunity to help people experience our Customer Promise -- helping people make the most of their money so they can make the most of their lives by providing education and advice tailored to suit their financial needs.
As a Private Client Banker in Branch Banking, you are the main point of contact for a select group of Chase's affluent clients as well as other customers in the Branch. You will manage their complete banking relationship across the company, utilizing a proactive and disciplined approach to generate growth in their balances. You will help acquire new clients by actively soliciting referrals and developing internal and external sources.
**Job responsibilities**
+ Shares the value of Chase Private Client with clients that may be eligible
+ Actively manages their banking relationship through an advice-based approach, ensuring each client receives the best products and services for their needs
+ Partners with Specialists (Private Client Advisors, Mortgage Bankers and Business Relationship Managers) to connect customers to experts who can help them with specialized financial needs
+ Makes lives of clients more convenient by sharing and setting up self-service options to access their accounts 24 hours a day/ 7 days a week
+ Adheres to policies, procedures, and regulatory banking requirements
**Required qualifications, capabilities, and skills**
+ Demonstrated success using a value-added, relationship-oriented approach to acquire and deepen client relationships
+ 1+ year Branch Banking Banker or equivalent experience in financial services, with verifiable success in new client acquisition, cultivating, and maintaining customer relationships and revenue generation
+ Beginning Oct. 1, 2018, if you are not currently registered, the Securities Industry Essential (SIE) exam, FINRA Series 6/7, state registration (including 63 or 66 if required) and Life licenses are required - or must be successfully completed within 180 days of starting the role
+ Compliance with Dodd Frank/Truth in Lending Act*
+ High school degree, GED, or foreign equivalent
+ Adherence to policies, procedures, and regulatory banking requirements
+ Ability to work branch hours, including weekends and some evenings
**Preferred qualifications, capabilities, and skills**
+ Excellent communication skills
+ College degree or military equivalent
+ Experience cultivating relationships with affluent clients
+ Strong team orientation with a commitment of long-term career with the firm
**Dodd Frank/Truth in Lending Act**
This position is subject to the Dodd Frank/Truth in Lending Act qualification requirements for Loan Originators. As such, an employment offer for this position is contingent on JPMC's review of your criminal conviction history, credit report, information available through NMLS, and any other information relevant to a determination by JPMC that you demonstrate financial responsibility, good character, and general fitness for the position. Note that any felony conviction within the last seven years will disqualify you from consideration for this position. Your continued employment in this position would be contingent upon compliance with Truth in Lending Act/Dodd Frank Loan Originator requirements.
In addition, this position requires National Mortgage Licensing System and Registry (NMLS) registration under the SAFE Act of 2008. As such, upon active employment with JPMorgan Chase, you will be required to either register on NMLS, or to update your existing registration as necessary to grant access to and reflect your employment with JPMorgan Chase. Your continued employment in this position with JPMorgan Chase is contingent upon compliance with the SAFE Act, including successful registration immediately after your start date, and timely completion of annual renewal and required updates thereafter.
Any information obtained during the registration, update, and renewal processes or through NMLS notifications may impact your employment with the firm. Any of the completed information you provide during the Chase on-line application process may be transferred, on your behalf, to NMLS by JPMorgan Chase. Please carefully review the information you provide to Chase for accuracy and consistency and with any current NMLS record, if applicable, before submitting. Further information about NMLS and registration requirements of registration can be found at: **************************************************************************
Chase is a leading financial services firm, helping nearly half of America's households and small businesses achieve their financial goals through a broad range of financial products. Our mission is to create engaged, lifelong relationships and put our customers at the heart of everything we do. We also help small businesses, nonprofits and cities grow, delivering solutions to solve all their financial needs.
We offer a competitive total rewards package including base salary determined based on the role, experience, skill set and location. Those in eligible roles may receive commission-based pay and/or discretionary incentive compensation, paid in the form of cash and/or forfeitable equity, awarded in recognition of individual achievements and contributions. We also offer a range of benefits and programs to meet employee needs, based on eligibility. These benefits include comprehensive health care coverage, on-site health and wellness centers, a retirement savings plan, backup childcare, tuition reimbursement, mental health support, financial coaching and more. Additional details about total compensation and benefits will be provided during the hiring process.
We recognize that our people are our strength and the diverse talents they bring to our global workforce are directly linked to our success. We are an equal opportunity employer and place a high value on diversity and inclusion at our company. We do not discriminate on the basis of any protected attribute, including race, religion, color, national origin, gender, sexual orientation, gender identity, gender expression, age, marital or veteran status, pregnancy or disability, or any other basis protected under applicable law. We also make reasonable accommodations for applicants' and employees' religious practices and beliefs, as well as mental health or physical disability needs. Visit our FAQs for more information about requesting an accommodation.
Equal Opportunity Employer/Disability/Veterans
$61k-126k yearly est. 9d ago
Business Banker III (US)
TDI 4.1
Personal banker job in Tampa, FL
Hours:
40
Pay Details:
$110,760 - $166,400 USD
TD is committed to providing fair and equitable compensation opportunities to all colleagues. Growth opportunities and skill development are defining features of the colleague experience at TD. Our compensation policies and practices have been designed to allow colleagues to progress through the salary range over time as they progress in their role. The base pay actually offered may vary based upon the candidate's skills and experience, job-related knowledge, geographic location, and other specific business and organizational needs.
As a candidate, you are encouraged to ask compensation related questions and have an open dialogue with your recruiter who can provide you more specific details for this role.
Line of Business:
Personal & Commercial Banking
Job Description:
The Business Banker III services the needs of large/complex business portfolios, customizing a broad range of products and services to meet the financial needs of TD's customers. This role acquires, develops and manages commercial banking relationships by providing customized solutions across different commercial segments to build a strategy that is right for the customer now, and in the future with a focus on growing the portfolio by providing financial solutions and developing new business from both existing and new customers.
The role is a trusted advisor who, with sensitivity to the customer's operating environment, structures and packages practical and competitive solutions that demonstrate an understanding of their financing, cash management and overall business needs to add value to the customer's portfolio.
Depth & Scope:
Highly seasoned professional role requiring substantial expertise in a customer segment or product / service line
Originates and monitors larger loans with moderate to complex credit needs and/or supports a growing Region or a Region with more complex relationships and transactions.
Accountable for sales and / or delivery of solutions across business lines and segments
Recommends best practices to improve products or services; integrates a deep understanding of target customer market and dynamics
Anticipates, identifies and interprets market trends, and applies this knowledge to serve the needs of the customers
Manages existing strategic accounts/opportunities that represent the business segments largest/most important accounts and/or takes a significant business development focuses
Solves or may lead others to solve complex problems; leads efforts to develop new product and service solutions or structure complex deals
Executes and may direct others in complex account management processes - structures sophisticated solutions and advice
Impacts a range of sales achievement for strategic accounts
Guides and influences customers and stakeholders; converts information to compelling business context and advice at increasingly senior levels
Works autonomously as the 'lead' and guides members within area of expertise
Identifies and leads problem resolution for complex requirements related issues at all levels.
Education & Experience:
4+ year degree or equivalent experience
In-depth understanding of commercial industry, business development techniques and credit decisions
Proven business development track record, with proven ability to conceptualize and implement effective new business strategies
Extensive network of outside referral sources for new business
Excellent credit and financial analysis skills
Effective negotiation skills
Customer Accountabilties:
Responsible for growth goals (loans, deposits, fees), both individually and within the team, through development of new business Customers and cross selling existing Customers as well as an established network of resources
Makes sales calls and may coordinate sales calling efforts, gather related financial and general business information as directed, coordinate financial analyses needed to make credit decisions
Contributes and/or provides recommendation to loan decision process based on evaluation of credit risk and other key factors from Credit Management
Negotiates specific terms and conditions and communicate credit decisions to prospects and Customers as directed by policy and/or credit approval
Leads all aspects of relationship management for an assigned portfolio /segment and/or geography
Delivers exceptional customer service at every interaction and execute on plans to continuously improve the customer experience
Acts as a trusted advisor expected to meet the needs of customers by providing creative products / solutions
Actively uses sales platforms to build a robust understanding of customer / target needs, industries, and markets
Understands customer's operating environment, structure unique financing, cash management and overall business needs to add value to the customer
Actively generates referrals to all business partners in the Bank to help meet the comprehensive financial needs of TD customers
Develops a clear retention plan for assigned portfolio deposits and loans within the specified territory
Possesses and constantly enhances expert knowledge of the market, customers, and broader economic factors
Identifies and responds to changes in the business environment and establishing action plans to address customer issues and priorities
Identifies customer / prospect referral opportunities to internal Bank partners that meet customer needs
Develops community relationships and membership in civic and professional organizations, including active participation in networking events
Shareholder Accountabilities:
Develops/implements sales strategies to proactively attract, acquire and retain customers / sales opportunities and referrals, to increase profitability and enable business growth
Plans and executes business development activities, review and communicate results, and adjust tactics accordingly
Promotes and offers full suite of products, sales, services and banking capabilities
Assesses credit requests to determine risk and make appropriate recommendations for structuring credit deals
Contributes to credit applications with a high quality of risk assessment, credit structure, due diligence, and credit presentation
Contributes to business objectives for Operational Excellence
Supports the timely and accurate completion of business processes and procedures
Protects the interests of the organization - identify and manage risks, and escalate non-standard, high risk transactions / activities as necessary
Ensures documentation that is prepared / completed is accurate and properly reflects client / business intentions and is consistent with relevant rules / regulations
Identifies, suggests and actively participates in process improvement opportunities
Actively manages relationships within and across various business lines/ corporate and/or control functions and ensure alignment with enterprise and/or regulatory requirements
Participates in cross-functional / enterprise initiatives as a subject matter expert helping to provide guidance for complex situations
Ensures necessary due diligence to support the accuracy of all customer transactions / activities
Keeps abreast of emerging issues, trends, and evolving regulatory requirements and assess potential impacts
Maintains a culture of risk management and control, supported by effective processes in alignment with risk appetite
Assumes responsibility to minimize operational and regulatory risk by complying with Bank and industry Code of Conduct
Employee/Team Accountabilities:
Participates fully as a member of the team, support a positive work environment that promotes service to the business, quality, innovation and teamwork and ensure timely communication of issues/ points of interest
Provides thought leadership and/ or industry knowledge for own area of expertise in own area and participate in knowledge transfer within the team and business unit
Keeps current on emerging trends/ developments and grow knowledge of the business, related tools and techniques
Participates in personal performance management and development activities, including cross training within own team
Keeps others informed and up-to-date about the status / progress of projects and / or all relevant or useful information related to day-to-day activities
Contributes to team development of skills and capabilities through mentorship of others, by sharing knowledge and experiences and leveraging best practices.
Leads, motivates and develops relationships with internal and external business partners / stakeholders to develop productive working relationships.
Contributes to a fair, positive and equitable environment that supports a diverse workforce
Acts as a brand ambassador for your business area/function and the bank, both internally and/or externally
Physical Requirements:
Never: 0%; Occasional: 1-33%; Frequent: 34-66%; Continuous: 67-100%
Domestic Travel - Occasional
International Travel - Never
Performing sedentary work - Continuous
Performing multiple tasks - Continuous
Operating standard office equipment - Continuous
Responding quickly to sounds - Occasional
Sitting - Continuous
Standing - Occasional
Walking - Occasional
Moving safely in confined spaces - Occasional
Lifting/Carrying (under 25 lbs.) - Occasional
Lifting/Carrying (over 25 lbs.) - Never
Squatting - Occasional
Bending - Occasional
Kneeling - Never
Crawling - Never
Climbing - Never
Reaching overhead - Never
Reaching forward - Occasional
Pushing - Never
Pulling - Never
Twisting - Never
Concentrating for long periods of time - Continuous
Applying common sense to deal with problems involving standardized situations - Continuous
Reading, writing and comprehending instructions - Continuous
Adding, subtracting, multiplying and dividing - Continuous
The above statements are intended to describe the general nature and level of work being performed by people assigned to this job. They are not intended to be an exhaustive list of all responsibilities, duties and skills required. The listed or specified responsibilities & duties are considered essential functions for ADA purposes.
Who We Are:
TD is one of the world's leading global financial institutions and is the fifth largest bank in North America by branches/stores. Every day, we deliver legendary customer experiences to over 27 million households and businesses in Canada, the United States and around the world. More than 95,000 TD colleagues bring their skills, talent, and creativity to the Bank, those we serve, and the economies we support. We are guided by our vision to Be the Better Bank and our purpose to enrich the lives of our customers, communities and colleagues.
TD is deeply committed to being a leader in customer experience, that is why we believe that all colleagues, no matter where they work, are customer facing. As we build our business and deliver on our strategy, we are innovating to enhance the customer experience and build capabilities to shape the future of banking. Whether you've got years of banking experience or are just starting your career in financial services, we can help you realize your potential. Through regular leadership and development conversations to mentorship and training programs, we're here to support you towards your goals. As an organization, we keep growing - and so will you.
Our Total Rewards Package
Our Total Rewards package reflects the investments we make in our colleagues to help them and their families achieve their financial, physical and mental well-being goals. Total Rewards at TD includes base salary and variable compensation/incentive awards (e.g., eligibility for cash and/or equity incentive awards, generally through participation in an incentive plan) and several other key plans such as health and well-being benefits, savings and retirement programs, paid time off (including Vacation PTO, Flex PTO, and Holiday PTO), banking benefits and discounts, career development, and reward and recognition. Learn more
Additional Information:
We're delighted that you're considering building a career with TD. Through regular development conversations, training programs, and a competitive benefits plan, we're committed to providing the support our colleagues need to thrive both at work and at home.
Colleague Development
If you're interested in a specific career path or are looking to build certain skills, we want to help you succeed. You'll have regular career, development, and performance conversations with your manager, as well as access to an online learning platform and a variety of mentoring programs to help you unlock future opportunities. Whether you have a passion for helping customers and want to expand your experience, or you want to coach and inspire your colleagues, there are many different career paths within our organization at TD - and we're committed to helping you identify opportunities that support your goals.
Training & Onboarding
We will provide training and onboarding sessions to ensure that you've got everything you need to succeed in your new role.
Interview Process
We'll reach out to candidates of interest to schedule an interview. We do our best to communicate outcomes to all applicants by email or phone call.
Accommodation
TD Bank is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, age, disability, status as a protected veteran or any other characteristic protected under applicable federal, state, or local law.
If you are an applicant with a disability and need accommodations to complete the application process, please email TD Bank US Workplace Accommodations Program at ***************. Include your full name, best way to reach you and the accommodation needed to assist you with the applicant process.
$44k-74k yearly est. Auto-Apply 28d ago
Private Client Banker - Siesta and Tamiami - Sarasota FL
JPMC
Personal banker job in Sarasota, FL
You have a passion for taking care of our customers and employees and making them feel welcomed and valued by building lasting relationships, doing the right thing, exceeding expectations and having a strong commitment to diversity and inclusion. Here at Chase, you will have the opportunity to help people experience our Customer Promise -- helping people make the most of their money so they can make the most of their lives by providing education and advice tailored to suit their financial needs.
As a Private Client Banker in Branch Banking, you are the main point of contact for a select group of Chase's affluent clients as well as other customers in the Branch. You will manage their complete banking relationship across the company, utilizing a proactive and disciplined approach to generate growth in their balances. You will help acquire new clients by actively soliciting referrals and developing internal and external sources.
Job responsibilities
Shares the value of Chase Private Client with clients that may be eligible
Actively manages their banking relationship through an advice-based approach, ensuring each client receives the best products and services for their needs
Partners with Specialists (Private Client Advisors, Mortgage Bankers and Business Relationship Managers) to connect customers to experts who can help them with specialized financial needs
Makes lives of clients more convenient by sharing and setting up self-service options to access their accounts 24 hours a day/ 7 days a week
Adheres to policies, procedures, and regulatory banking requirements
Required qualifications, capabilities, and skills
Demonstrated success using a value-added, relationship-oriented approach to acquire and deepen client relationships
1+ year Branch Banking Banker or equivalent experience in financial services, with verifiable success in new client acquisition, cultivating, and maintaining customer relationships and revenue generation
Beginning Oct. 1, 2018, if you are not currently registered, the Securities Industry Essential (SIE) exam, FINRA Series 6/7, state registration (including 63 or 66 if required) and Life licenses are required - or must be successfully completed within 180 days of starting the role
Compliance with Dodd Frank/Truth in Lending Act*
High school degree, GED, or foreign equivalent
Adherence to policies, procedures, and regulatory banking requirements
Ability to work branch hours, including weekends and some evenings
Preferred qualifications, capabilities, and skills
Excellent communication skills
College degree or military equivalent
Experience cultivating relationships with affluent clients
Strong team orientation with a commitment of long-term career with the firm
Dodd Frank/Truth in Lending Act
This position is subject to the Dodd Frank/Truth in Lending Act qualification requirements for Loan Originators. As such, an employment offer for this position is contingent on JPMC's review of your criminal conviction history, credit report, information available through NMLS, and any other information relevant to a determination by JPMC that you demonstrate financial responsibility, good character, and general fitness for the position. Note that any felony conviction within the last seven years will disqualify you from consideration for this position. Your continued employment in this position would be contingent upon compliance with Truth in Lending Act/Dodd Frank Loan Originator requirements.
In addition, this position requires National Mortgage Licensing System and Registry (NMLS) registration under the SAFE Act of 2008. As such, upon active employment with JPMorgan Chase, you will be required to either register on NMLS, or to update your existing registration as necessary to grant access to and reflect your employment with JPMorgan Chase. Your continued employment in this position with JPMorgan Chase is contingent upon compliance with the SAFE Act, including successful registration immediately after your start date, and timely completion of annual renewal and required updates thereafter.
Any information obtained during the registration, update, and renewal processes or through NMLS notifications may impact your employment with the firm. Any of the completed information you provide during the Chase on-line application process may be transferred, on your behalf, to NMLS by JPMorgan Chase. Please carefully review the information you provide to Chase for accuracy and consistency and with any current NMLS record, if applicable, before submitting. Further information about NMLS and registration requirements of registration can be found at: **************************************************************************
$33k-71k yearly est. Auto-Apply 60d+ ago
Universal Banker - Pinellas Park
Bayfirst Financial Corp
Personal banker job in Pinellas Park, FL
BayFirst National Bank is a full-service community bank dedicated to providing a wide range of high-quality banking services delivered in a personalized, friendly manner. Founded in 1999 and headquartered in St. Petersburg, Florida, we are a true community bank with the goal of becoming a one-stop shop and trusted financial resource for the communities that we serve.
Understanding that our employees are our most valuable resource, we are committed to providing career development opportunities, competitive compensation, and generous benefits to our entire workforce. As an organization, we encourage open communication in an environment of mutual respect, where hard work is rewarded, and a professional but informal atmosphere is valued within the workplace.
Primary Purpose of Position:
This position must exemplify our retail mindset by understanding our clients' needs are at the center of all we do. The position requires a thorough understanding of all bank products and services, effective communication, and the ability to meet the clients' needs on their terms. Universal Bankers are responsible for establishing and maintaining client relationships and exceeding client expectations in terms of accuracy, efficiency, courtesy, and professionalism. Universal Bankers at BayFirst understand and appreciate the hours needed to meet client service expectations in a retail banking environment, as well as time for marketing and community events. Employees may be asked to provide coverage for other banking centers in the area as needed.
Primary responsibilities include but are not limited to:
Become proficient in all bank products, programs, and services in order to provide our customers the best service possible.
Ability to understand client's financial needs and make appropriate product recommendations and referrals.
Meets or exceeds individual goals while supporting goals of the banking center.
Performs routine customer transactions including deposits, withdrawals, cash advances, loan payments, transfers, check cashing, cashier's checks, and issues debit cards.
Opens and closes accounts, including checking, savings, CDs, IRAs, and safe deposit boxes and balances daily transactions and verifies cash totals.
Exceed client expectations in terms of accuracy, efficiency, courtesy, and professionalism.
Qualifications include but are not limited to:
Previous banking experience preferred but not required.
High school diploma or equivalent.
Bilingual in English and Spanish preferred.
Strong analytical and problem-solving skills.
Excellent communication skills both verbal and written.
Detail-oriented.
Positive retail mindset.
Ability to manage multiple priorities under time constraints.
Location: 5250 Park Boulevard, Pinellas Park, FL 33781
All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or status as a protected veteran.
$29k-41k yearly est. Auto-Apply 13d ago
Universal Banker - Pinellas Park
Bayfirst National Bank
Personal banker job in Pinellas Park, FL
BayFirst National Bank is a full-service community bank dedicated to providing a wide range of high-quality banking services delivered in a personalized, friendly manner. Founded in 1999 and headquartered in St. Petersburg, Florida, we are a true community bank with the goal of becoming a one-stop shop and trusted financial resource for the communities that we serve.
Understanding that our employees are our most valuable resource, we are committed to providing career development opportunities, competitive compensation, and generous benefits to our entire workforce. As an organization, we encourage open communication in an environment of mutual respect, where hard work is rewarded, and a professional but informal atmosphere is valued within the workplace.
Primary Purpose of Position:
This position must exemplify our retail mindset by understanding our clients' needs are at the center of all we do. The position requires a thorough understanding of all bank products and services, effective communication, and the ability to meet the clients' needs on their terms. Universal Bankers are responsible for establishing and maintaining client relationships and exceeding client expectations in terms of accuracy, efficiency, courtesy, and professionalism. Universal Bankers at BayFirst understand and appreciate the hours needed to meet client service expectations in a retail banking environment, as well as time for marketing and community events. Employees may be asked to provide coverage for other banking centers in the area as needed.
Primary responsibilities include but are not limited to:
Become proficient in all bank products, programs, and services in order to provide our customers the best service possible.
Ability to understand client's financial needs and make appropriate product recommendations and referrals.
Meets or exceeds individual goals while supporting goals of the banking center.
Performs routine customer transactions including deposits, withdrawals, cash advances, loan payments, transfers, check cashing, cashier's checks, and issues debit cards.
Opens and closes accounts, including checking, savings, CDs, IRAs, and safe deposit boxes and balances daily transactions and verifies cash totals.
Exceed client expectations in terms of accuracy, efficiency, courtesy, and professionalism.
Qualifications include but are not limited to:
Previous banking experience preferred but not required.
High school diploma or equivalent.
Bilingual in English and Spanish preferred.
Strong analytical and problem-solving skills.
Excellent communication skills both verbal and written.
Detail-oriented.
Positive retail mindset.
Ability to manage multiple priorities under time constraints.
Location: 5250 Park Boulevard, Pinellas Park, FL 33781
All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or status as a protected veteran.
$29k-41k yearly est. Auto-Apply 13d ago
Business Banker III (US)
TD Bank 4.5
Personal banker job in Tampa, FL
Hours: 40 Pay Details: $110,760 - $166,400 USD TD is committed to providing fair and equitable compensation opportunities to all colleagues. Growth opportunities and skill development are defining features of the colleague experience at TD. Our compensation policies and practices have been designed to allow colleagues to progress through the salary range over time as they progress in their role. The base pay actually offered may vary based upon the candidate's skills and experience, job-related knowledge, geographic location, and other specific business and organizational needs.
As a candidate, you are encouraged to ask compensation related questions and have an open dialogue with your recruiter who can provide you more specific details for this role.
Line of Business:
Personal & Commercial Banking
Job Description:
The Business Banker III services the needs of large/complex business portfolios, customizing a broad range of products and services to meet the financial needs of TD's customers. This role acquires, develops and manages commercial banking relationships by providing customized solutions across different commercial segments to build a strategy that is right for the customer now, and in the future with a focus on growing the portfolio by providing financial solutions and developing new business from both existing and new customers.
The role is a trusted advisor who, with sensitivity to the customer's operating environment, structures and packages practical and competitive solutions that demonstrate an understanding of their financing, cash management and overall business needs to add value to the customer's portfolio.
Depth & Scope:
* Highly seasoned professional role requiring substantial expertise in a customer segment or product / service line
* Originates and monitors larger loans with moderate to complex credit needs and/or supports a growing Region or a Region with more complex relationships and transactions.
* Accountable for sales and / or delivery of solutions across business lines and segments
* Recommends best practices to improve products or services; integrates a deep understanding of target customer market and dynamics
* Anticipates, identifies and interprets market trends, and applies this knowledge to serve the needs of the customers
* Manages existing strategic accounts/opportunities that represent the business segments largest/most important accounts and/or takes a significant business development focuses
* Solves or may lead others to solve complex problems; leads efforts to develop new product and service solutions or structure complex deals
* Executes and may direct others in complex account management processes - structures sophisticated solutions and advice
* Impacts a range of sales achievement for strategic accounts
* Guides and influences customers and stakeholders; converts information to compelling business context and advice at increasingly senior levels
* Works autonomously as the 'lead' and guides members within area of expertise
* Identifies and leads problem resolution for complex requirements related issues at all levels.
Education & Experience:
* 4+ year degree or equivalent experience
* In-depth understanding of commercial industry, business development techniques and credit decisions
* Proven business development track record, with proven ability to conceptualize and implement effective new business strategies
* Extensive network of outside referral sources for new business
* Excellent credit and financial analysis skills
* Effective negotiation skills
Customer Accountabilties:
* Responsible for growth goals (loans, deposits, fees), both individually and within the team, through development of new business Customers and cross selling existing Customers as well as an established network of resources
* Makes sales calls and may coordinate sales calling efforts, gather related financial and general business information as directed, coordinate financial analyses needed to make credit decisions
* Contributes and/or provides recommendation to loan decision process based on evaluation of credit risk and other key factors from Credit Management
* Negotiates specific terms and conditions and communicate credit decisions to prospects and Customers as directed by policy and/or credit approval
* Leads all aspects of relationship management for an assigned portfolio /segment and/or geography
* Delivers exceptional customer service at every interaction and execute on plans to continuously improve the customer experience
* Acts as a trusted advisor expected to meet the needs of customers by providing creative products / solutions
* Actively uses sales platforms to build a robust understanding of customer / target needs, industries, and markets
* Understands customer's operating environment, structure unique financing, cash management and overall business needs to add value to the customer
* Actively generates referrals to all business partners in the Bank to help meet the comprehensive financial needs of TD customers
* Develops a clear retention plan for assigned portfolio deposits and loans within the specified territory
* Possesses and constantly enhances expert knowledge of the market, customers, and broader economic factors
* Identifies and responds to changes in the business environment and establishing action plans to address customer issues and priorities
* Identifies customer / prospect referral opportunities to internal Bank partners that meet customer needs
* Develops community relationships and membership in civic and professional organizations, including active participation in networking events
Shareholder Accountabilities:
* Develops/implements sales strategies to proactively attract, acquire and retain customers / sales opportunities and referrals, to increase profitability and enable business growth
* Plans and executes business development activities, review and communicate results, and adjust tactics accordingly
* Promotes and offers full suite of products, sales, services and banking capabilities
* Assesses credit requests to determine risk and make appropriate recommendations for structuring credit deals
* Contributes to credit applications with a high quality of risk assessment, credit structure, due diligence, and credit presentation
* Contributes to business objectives for Operational Excellence
* Supports the timely and accurate completion of business processes and procedures
* Protects the interests of the organization - identify and manage risks, and escalate non-standard, high risk transactions / activities as necessary
* Ensures documentation that is prepared / completed is accurate and properly reflects client / business intentions and is consistent with relevant rules / regulations
* Identifies, suggests and actively participates in process improvement opportunities
* Actively manages relationships within and across various business lines/ corporate and/or control functions and ensure alignment with enterprise and/or regulatory requirements
* Participates in cross-functional / enterprise initiatives as a subject matter expert helping to provide guidance for complex situations
* Ensures necessary due diligence to support the accuracy of all customer transactions / activities
* Keeps abreast of emerging issues, trends, and evolving regulatory requirements and assess potential impacts
* Maintains a culture of risk management and control, supported by effective processes in alignment with risk appetite
* Assumes responsibility to minimize operational and regulatory risk by complying with Bank and industry Code of Conduct
Employee/Team Accountabilities:
* Participates fully as a member of the team, support a positive work environment that promotes service to the business, quality, innovation and teamwork and ensure timely communication of issues/ points of interest
* Provides thought leadership and/ or industry knowledge for own area of expertise in own area and participate in knowledge transfer within the team and business unit
* Keeps current on emerging trends/ developments and grow knowledge of the business, related tools and techniques
* Participates in personal performance management and development activities, including cross training within own team
* Keeps others informed and up-to-date about the status / progress of projects and / or all relevant or useful information related to day-to-day activities
* Contributes to team development of skills and capabilities through mentorship of others, by sharing knowledge and experiences and leveraging best practices.
* Leads, motivates and develops relationships with internal and external business partners / stakeholders to develop productive working relationships.
* Contributes to a fair, positive and equitable environment that supports a diverse workforce
* Acts as a brand ambassador for your business area/function and the bank, both internally and/or externally
Physical Requirements:
Never: 0%; Occasional: 1-33%; Frequent: 34-66%; Continuous: 67-100%
* Domestic Travel - Occasional
* International Travel - Never
* Performing sedentary work - Continuous
* Performing multiple tasks - Continuous
* Operating standard office equipment - Continuous
* Responding quickly to sounds - Occasional
* Sitting - Continuous
* Standing - Occasional
* Walking - Occasional
* Moving safely in confined spaces - Occasional
* Lifting/Carrying (under 25 lbs.) - Occasional
* Lifting/Carrying (over 25 lbs.) - Never
* Squatting - Occasional
* Bending - Occasional
* Kneeling - Never
* Crawling - Never
* Climbing - Never
* Reaching overhead - Never
* Reaching forward - Occasional
* Pushing - Never
* Pulling - Never
* Twisting - Never
* Concentrating for long periods of time - Continuous
* Applying common sense to deal with problems involving standardized situations - Continuous
* Reading, writing and comprehending instructions - Continuous
* Adding, subtracting, multiplying and dividing - Continuous
The above statements are intended to describe the general nature and level of work being performed by people assigned to this job. They are not intended to be an exhaustive list of all responsibilities, duties and skills required. The listed or specified responsibilities & duties are considered essential functions for ADA purposes.
Who We Are:
TD is one of the world's leading global financial institutions and is the fifth largest bank in North America by branches/stores. Every day, we deliver legendary customer experiences to over 27 million households and businesses in Canada, the United States and around the world. More than 95,000 TD colleagues bring their skills, talent, and creativity to the Bank, those we serve, and the economies we support. We are guided by our vision to Be the Better Bank and our purpose to enrich the lives of our customers, communities and colleagues.
TD is deeply committed to being a leader in customer experience, that is why we believe that all colleagues, no matter where they work, are customer facing. As we build our business and deliver on our strategy, we are innovating to enhance the customer experience and build capabilities to shape the future of banking. Whether you've got years of banking experience or are just starting your career in financial services, we can help you realize your potential. Through regular leadership and development conversations to mentorship and training programs, we're here to support you towards your goals. As an organization, we keep growing - and so will you.
Our Total Rewards Package
Our Total Rewards package reflects the investments we make in our colleagues to help them and their families achieve their financial, physical and mental well-being goals. Total Rewards at TD includes base salary and variable compensation/incentive awards (e.g., eligibility for cash and/or equity incentive awards, generally through participation in an incentive plan) and several other key plans such as health and well-being benefits, savings and retirement programs, paid time off (including Vacation PTO, Flex PTO, and Holiday PTO), banking benefits and discounts, career development, and reward and recognition. Learn more
Additional Information:
We're delighted that you're considering building a career with TD. Through regular development conversations, training programs, and a competitive benefits plan, we're committed to providing the support our colleagues need to thrive both at work and at home.
Colleague Development
If you're interested in a specific career path or are looking to build certain skills, we want to help you succeed. You'll have regular career, development, and performance conversations with your manager, as well as access to an online learning platform and a variety of mentoring programs to help you unlock future opportunities. Whether you have a passion for helping customers and want to expand your experience, or you want to coach and inspire your colleagues, there are many different career paths within our organization at TD - and we're committed to helping you identify opportunities that support your goals.
Training & Onboarding
We will provide training and onboarding sessions to ensure that you've got everything you need to succeed in your new role.
Interview Process
We'll reach out to candidates of interest to schedule an interview. We do our best to communicate outcomes to all applicants by email or phone call.
Accommodation
TD Bank is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, age, disability, status as a protected veteran or any other characteristic protected under applicable federal, state, or local law.
If you are an applicant with a disability and need accommodations to complete the application process, please email TD Bank US Workplace Accommodations Program at ***************. Include your full name, best way to reach you and the accommodation needed to assist you with the applicant process.
$40k-55k yearly est. Auto-Apply 23d ago
Universal Banker (FL - Bradenton)
Ameris Bancorp 4.8
Personal banker job in Bradenton, FL
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 PersonalBanker 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.
$29k-34k yearly est. 38d ago
Patient Financial Services Specialist
Tampa Family Health Centers 4.1
Personal banker job in Tampa, FL
Job DescriptionPatient Financial Services Specialist
At Tampa Family Health Centers, healthcare is more than a service-it's our mission. As a Federally Qualified Health Center (FQHC), we provide quality, caring, and accessible healthcare to a culturally diverse community across Hillsborough County. Our team thrives on innovation, compassion, and positive change, and we are proud to be recognized as a leader in empathy-driven care.
Joining TFHC means becoming part of a mission-driven organization where professionals receive the training, recognition, and support they need to grow and thrive while making a lasting impact in their community.
Position Summary
We are seeking a Patient Financial Services Specialist to join our team. This remote role is responsible for providing exceptional support to patients and healthcare providers using the EPIC system. The specialist will handle inquiries, resolve issues, and ensure a positive patient experience while managing Work Queues (WQs) and collaborating with multiple departments to maintain high standards of service.
Essential Responsibilities
Respond to patient and provider inquiries via phone, email, and live chat with timely, accurate information
Monitor and manage Work Queues (WQs) to ensure timely resolution of tasks and issues
Maintain detailed documentation of customer interactions, issues, and resolutions in patient accounts
Provide training and support to users on effective use of the EPIC system
Collaborate with the Revenue Cycle Management (RCM) team and Operations to ensure seamless service delivery
Generate and analyze reports on customer service activities, identifying trends and opportunities for improvement
Communicate regularly with leadership regarding trends, issues, and system optimization opportunities
Qualifications
High School Diploma or equivalent required; EPIC certification preferred
Minimum of 2 years of healthcare customer service experience
Skills & Abilities
Excellent communication and interpersonal skills
Strong problem-solving and troubleshooting abilities
Proficiency in using the EPIC system
Ability to manage multiple tasks and prioritize effectively
Strong attention to detail and accuracy
Ability to interpret insurance correspondence and remittance, and communicate clearly with responsible parties
Ability to work independently and collaboratively as part of a team
Benefits & Rewards
TFHC offers a comprehensive benefits package designed to support your well-being and professional growth (for all eligible employees):
Medical, Dental, and Vision Insurance
Life and Disability Insurance
Generous PTO and 7 paid company holidays
401(k) program with employer contribution after one year
Employee discount program for tickets, movies, travel, and other entertainment options
Why Join TFHC?
At TFHC, you'll be part of a team that values innovation, compassion, and excellence. We are committed to supporting our employees with opportunities for growth, professional development, and the chance to make a meaningful impact in the lives of patients and families across Tampa Bay.
Join Us
If you're ready to embark on a career journey that's more than just a job, apply today and help us deliver exceptional patient financial services at Tampa Family Health Centers.
$31k-42k yearly est. 8d ago
Float Universal Banker
First Horizon 3.9
Personal banker job in Saint Petersburg, FL
Location: On site at location listed in job posting as well as coverage for other banking centers in the immediate area.
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
Hours:
Monday - Friday
7:45 AM - 5:15 PM
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 *********************
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
$31k-37k yearly est. 9d ago
Universal Banker - Dade City, FL
South State Bank
Personal banker job in Dade City, FL
The SouthState story is one of steady growth, deep community roots, and an unwavering commitment to helping our customers move forward. Since our beginnings in the 1930s to becoming a trusted financial partner across the South and beyond - we are known for combining personal relationships with forward-thinking solutions.
We are committed to helping our team members find their success while maintaining the integrity of our values: building trust, fostering lasting relationships and pursuing excellence. At SouthState, individual contributions are recognized, potential is cultivated and team members are inspired to achieve their greater purpose. Your future begins here!
SUMMARY/OBJECTIVES
The Universal Banker serves as a full service, single point of contact in the branch for SouthState customers' financial needs. The position operates in the dual capacity of a Teller and FSR providing exceptional customer service in both transactional and account management. The Universal Banker seeks to attract, expand, and retain customer relationships and is responsible for contributing to the financial growth of the bank.
ESSENTIAL FUNCTIONS
Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
* Serves customers quickly, accurately, efficiently, and confidentially according to the South State Bank Service Standards.
* Knows and understand the products and services offered by the Bank. These include facts and features, benefits and advantages, rules and regulations, price structure, and a simple definition of each service offered.
* Able to identify customer needs and expectations by listening for clues. Seeks the opportunity to expand customer relationships by making referrals as outlined in the goals for this position.
* Presents a neat and professional personal appearance, in accordance with bank policy.
* Knows and ensures compliance to all banking regulations to include Regulation CC and Bank Secrecy Act.
* Develop a strong understanding of customer facing technology with the ability to discuss with and enroll customers in self-service options.
* Teller Duties:
Processes transactions for savings, checking, and loan accounts.
Maintains a neat and orderly work area.
May assist in guiding and training new tellers.
May allow customers access to safe deposit boxes.
Cashes checks and processes savings withdrawals within assigned limits and in accordance with prescribed procedures.
Sells certified checks.
Balances transactions daily.
May service/balance ATM.
May utilize the branch capture system.
Knows and follows policies and procedures in completing transactions, minimizing operational errors, and maintaining a proper workflow.
Knows and follows the branch's security and audit procedures and understands the function and operation of the security devices.
* FSR Duties:
* Opens new deposit accounts and understands the products and financial services offered by the bank. Also handles other services such as stop payments, wire transfers, and other maintenance functions within assigned limits.
* Explains policies and procedures as necessary, keeping in mind most customers' unfamiliarity with them.
* Resolves customer problems and complaints with courtesy and discretion and direction and directs customers with difficult problems to other sources for assistance. Considers problems and complaints as opportunities to satisfy the customer and promote additional services.
* Is knowledgeable of financial services offered by the bank.
* Shows sincere appreciation for each customer's time and business. Gives business card if not already given.
* Knows and follows the branch's security and audit procedures and understands the function and operation of the security devices.
* Assures that branch records, reports and other correspondence resulting from customer development attempts are correct, timely and are properly distributed.
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.
Equal Opportunity Employer, including disabled/veterans.
$29k-41k yearly est. 60d+ ago
Universal Banker - Dade City, FL
Southstate Bank, National Association
Personal banker job in Dade City, FL
The SouthState story is one of steady growth, deep community roots, and an unwavering commitment to helping our customers move forward. Since our beginnings in the 1930s to becoming a trusted financial partner across the South and beyond - we are known for combining personal relationships with forward-thinking solutions.
We are committed to helping our team members find their success while maintaining the integrity of our values: building trust, fostering lasting relationships and pursuing excellence. At SouthState, individual contributions are recognized, potential is cultivated and team members are inspired to achieve their greater purpose. Your future begins here!
SUMMARY/OBJECTIVES
The Universal Banker serves as a full service, single point of contact in the branch for SouthState customers' financial needs. The position operates in the dual capacity of a Teller and FSR providing exceptional customer service in both transactional and account management. The Universal Banker seeks to attract, expand, and retain customer relationships and is responsible for contributing to the financial growth of the bank.
ESSENTIAL FUNCTIONS
Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
Serves customers quickly, accurately, efficiently, and confidentially according to the South State Bank Service Standards.
Knows and understand the products and services offered by the Bank. These include facts and features, benefits and advantages, rules and regulations, price structure, and a simple definition of each service offered.
Able to identify customer needs and expectations by listening for clues. Seeks the opportunity to expand customer relationships by making referrals as outlined in the goals for this position.
Presents a neat and professional personal appearance, in accordance with bank policy.
Knows and ensures compliance to all banking regulations to include Regulation CC and Bank Secrecy Act.
Develop a strong understanding of customer facing technology with the ability to discuss with and enroll customers in self-service options.
Teller Duties:
Processes transactions for savings, checking, and loan accounts.
Maintains a neat and orderly work area.
May assist in guiding and training new tellers.
May allow customers access to safe deposit boxes.
Cashes checks and processes savings withdrawals within assigned limits and in accordance with prescribed procedures.
Sells certified checks.
Balances transactions daily.
May service/balance ATM.
May utilize the branch capture system.
Knows and follows policies and procedures in completing transactions, minimizing operational errors, and maintaining a proper workflow.
Knows and follows the branch's security and audit procedures and understands the function and operation of the security devices.
FSR Duties:
Opens new deposit accounts and understands the products and financial services offered by the bank. Also handles other services such as stop payments, wire transfers, and other maintenance functions within assigned limits.
Explains policies and procedures as necessary, keeping in mind most customers' unfamiliarity with them.
Resolves customer problems and complaints with courtesy and discretion and direction and directs customers with difficult problems to other sources for assistance. Considers problems and complaints as opportunities to satisfy the customer and promote additional services.
Is knowledgeable of financial services offered by the bank.
Shows sincere appreciation for each customer's time and business. Gives business card if not already given.
Knows and follows the branch's security and audit procedures and understands the function and operation of the security devices.
Assures that branch records, reports and other correspondence resulting from customer development attempts are correct, timely and are properly distributed.
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.
Equal Opportunity Employer, including disabled/veterans.
$29k-41k yearly est. Auto-Apply 60d+ ago
Relationship Banker - Pinellas Bradenton Market
Bank of America 4.7
Personal banker job in Bradenton, FL
Ellenton, Florida;Bradenton, Florida; Bradenton, 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.
$31k-37k yearly est. 4d ago
Private Client Banker - Apollo Beach (New Build) - Apollo Beach, FL
Jpmorganchase 4.8
Personal banker job in Apollo Beach, FL
You have a passion for taking care of our customers and employees and making them feel welcomed and valued by building lasting relationships, doing the right thing, exceeding expectations and having a strong commitment to diversity and inclusion. Here at Chase, you will have the opportunity to help people experience our Customer Promise -- helping people make the most of their money so they can make the most of their lives by providing education and advice tailored to suit their financial needs.
As a Private Client Banker in Branch Banking, you are the main point of contact for a select group of Chase's affluent clients as well as other customers in the Branch. You will manage their complete banking relationship across the company, utilizing a proactive and disciplined approach to generate growth in their balances. You will help acquire new clients by actively soliciting referrals and developing internal and external sources.
Job responsibilities
Shares the value of Chase Private Client with clients that may be eligible
Actively manages their banking relationship through an advice-based approach, ensuring each client receives the best products and services for their needs
Partners with Specialists (Private Client Advisors, Mortgage Bankers and Business Relationship Managers) to connect customers to experts who can help them with specialized financial needs
Makes lives of clients more convenient by sharing and setting up self-service options to access their accounts 24 hours a day/ 7 days a week
Adheres to policies, procedures, and regulatory banking requirements
Required qualifications, capabilities, and skills
Demonstrated success using a value-added, relationship-oriented approach to acquire and deepen client relationships
1+ year Branch Banking Banker or equivalent experience in financial services, with verifiable success in new client acquisition, cultivating, and maintaining customer relationships and revenue generation
Beginning Oct. 1, 2018, if you are not currently registered, the Securities Industry Essential (SIE) exam, FINRA Series 6/7, state registration (including 63 or 66 if required) and Life licenses are required - or must be successfully completed within 180 days of starting the role
Compliance with Dodd Frank/Truth in Lending Act*
High school degree, GED, or foreign equivalent
Adherence to policies, procedures, and regulatory banking requirements
Ability to work branch hours, including weekends and some evenings
Preferred qualifications, capabilities, and skills
Excellent communication skills
College degree or military equivalent
Experience cultivating relationships with affluent clients
Strong team orientation with a commitment of long-term career with the firm
Dodd Frank/Truth in Lending Act
This position is subject to the Dodd Frank/Truth in Lending Act qualification requirements for Loan Originators. As such, an employment offer for this position is contingent on JPMC's review of your criminal conviction history, credit report, information available through NMLS, and any other information relevant to a determination by JPMC that you demonstrate financial responsibility, good character, and general fitness for the position. Note that any felony conviction within the last seven years will disqualify you from consideration for this position. Your continued employment in this position would be contingent upon compliance with Truth in Lending Act/Dodd Frank Loan Originator requirements.
In addition, this position requires National Mortgage Licensing System and Registry (NMLS) registration under the SAFE Act of 2008. As such, upon active employment with JPMorgan Chase, you will be required to either register on NMLS, or to update your existing registration as necessary to grant access to and reflect your employment with JPMorgan Chase. Your continued employment in this position with JPMorgan Chase is contingent upon compliance with the SAFE Act, including successful registration immediately after your start date, and timely completion of annual renewal and required updates thereafter.
Any information obtained during the registration, update, and renewal processes or through NMLS notifications may impact your employment with the firm. Any of the completed information you provide during the Chase on-line application process may be transferred, on your behalf, to NMLS by JPMorgan Chase. Please carefully review the information you provide to Chase for accuracy and consistency and with any current NMLS record, if applicable, before submitting. Further information about NMLS and registration requirements of registration can be found at: **************************************************************************
$61k-126k yearly est. Auto-Apply 11d ago
Private Client Banker - CURLEW AND US 19 - Palm Harbor, FL
JPMC
Personal banker job in Palm Harbor, FL
You have a passion for taking care of our customers and employees and making them feel welcomed and valued by building lasting relationships, doing the right thing, exceeding expectations and having a strong commitment to diversity and inclusion. Here at Chase, you will have the opportunity to help people experience our Customer Promise -- helping people make the most of their money so they can make the most of their lives by providing education and advice tailored to suit their financial needs.
As a Private Client Banker in Branch Banking, you are the main point of contact for a select group of Chase's affluent clients as well as other customers in the Branch. You will manage their complete banking relationship across the company, utilizing a proactive and disciplined approach to generate growth in their balances. You will help acquire new clients by actively soliciting referrals and developing internal and external sources.
Job responsibilities
Shares the value of Chase Private Client with clients that may be eligible
Actively manages their banking relationship through an advice-based approach, ensuring each client receives the best products and services for their needs
Partners with Specialists (Private Client Advisors, Mortgage Bankers and Business Relationship Managers) to connect customers to experts who can help them with specialized financial needs
Makes lives of clients more convenient by sharing and setting up self-service options to access their accounts 24 hours a day/ 7 days a week
Adheres to policies, procedures, and regulatory banking requirements
Required qualifications, capabilities, and skills
Demonstrated success using a value-added, relationship-oriented approach to acquire and deepen client relationships
1+ year Branch Banking Banker or equivalent experience in financial services, with verifiable success in new client acquisition, cultivating, and maintaining customer relationships and revenue generation
Beginning Oct. 1, 2018, if you are not currently registered, the Securities Industry Essential (SIE) exam, FINRA Series 6/7, state registration (including 63 or 66 if required) and Life licenses are required - or must be successfully completed within 180 days of starting the role
Compliance with Dodd Frank/Truth in Lending Act*
High school degree, GED, or foreign equivalent
Adherence to policies, procedures, and regulatory banking requirements
Ability to work branch hours, including weekends and some evenings
Preferred qualifications, capabilities, and skills
Excellent communication skills
College degree or military equivalent
Experience cultivating relationships with affluent clients
Strong team orientation with a commitment of long-term career with the firm
Dodd Frank/Truth in Lending Act
This position is subject to the Dodd Frank/Truth in Lending Act qualification requirements for Loan Originators. As such, an employment offer for this position is contingent on JPMC's review of your criminal conviction history, credit report, information available through NMLS, and any other information relevant to a determination by JPMC that you demonstrate financial responsibility, good character, and general fitness for the position. Note that any felony conviction within the last seven years will disqualify you from consideration for this position. Your continued employment in this position would be contingent upon compliance with Truth in Lending Act/Dodd Frank Loan Originator requirements.
In addition, this position requires National Mortgage Licensing System and Registry (NMLS) registration under the SAFE Act of 2008. As such, upon active employment with JPMorgan Chase, you will be required to either register on NMLS, or to update your existing registration as necessary to grant access to and reflect your employment with JPMorgan Chase. Your continued employment in this position with JPMorgan Chase is contingent upon compliance with the SAFE Act, including successful registration immediately after your start date, and timely completion of annual renewal and required updates thereafter.
Any information obtained during the registration, update, and renewal processes or through NMLS notifications may impact your employment with the firm. Any of the completed information you provide during the Chase on-line application process may be transferred, on your behalf, to NMLS by JPMorgan Chase. Please carefully review the information you provide to Chase for accuracy and consistency and with any current NMLS record, if applicable, before submitting. Further information about NMLS and registration requirements of registration can be found at: **************************************************************************
$33k-70k yearly est. Auto-Apply 60d+ ago
Universal Banker - Pinellas Park
Bayfirst National Bank
Personal banker job in Pinellas Park, FL
BayFirst National Bank is a full-service community bank dedicated to providing a wide range of high-quality banking services delivered in a personalized, friendly manner. Founded in 1999 and headquartered in St. Petersburg, Florida, we are a true community bank with the goal of becoming a one-stop shop and trusted financial resource for the communities that we serve.
Understanding that our employees are our most valuable resource, we are committed to providing career development opportunities, competitive compensation, and generous benefits to our entire workforce. As an organization, we encourage open communication in an environment of mutual respect, where hard work is rewarded, and a professional but informal atmosphere is valued within the workplace.
Primary Purpose of Position:
This position must exemplify our retail mindset by understanding our clients' needs are at the center of all we do. The position requires a thorough understanding of all bank products and services, effective communication, and the ability to meet the clients' needs on their terms. Universal Bankers are responsible for establishing and maintaining client relationships and exceeding client expectations in terms of accuracy, efficiency, courtesy, and professionalism. Universal Bankers at BayFirst understand and appreciate the hours needed to meet client service expectations in a retail banking environment, as well as time for marketing and community events. Employees may be asked to provide coverage for other banking centers in the area as needed.
Primary responsibilities include but are not limited to:
Become proficient in all bank products, programs, and services in order to provide our customers the best service possible.
Ability to understand client's financial needs and make appropriate product recommendations and referrals.
Meets or exceeds individual goals while supporting goals of the banking center.
Performs routine customer transactions including deposits, withdrawals, cash advances, loan payments, transfers, check cashing, cashier's checks, and issues debit cards.
Opens and closes accounts, including checking, savings, CDs, IRAs, and safe deposit boxes and balances daily transactions and verifies cash totals.
Exceed client expectations in terms of accuracy, efficiency, courtesy, and professionalism.
Qualifications include but are not limited to:
Previous banking experience preferred but not required.
High school diploma or equivalent.
Bilingual in English and Spanish preferred.
Strong analytical and problem-solving skills.
Excellent communication skills both verbal and written.
Detail-oriented.
Positive retail mindset.
Ability to manage multiple priorities under time constraints.
Location: 5250 Park Boulevard, Pinellas Park, FL 33781
All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or status as a protected veteran.
$29k-41k yearly est. Auto-Apply 60d ago
Universal Banker - Pinellas Park
Bayfirst Financial Corp
Personal banker job in Pinellas Park, FL
BayFirst National Bank is a full-service community bank dedicated to providing a wide range of high-quality banking services delivered in a personalized, friendly manner. Founded in 1999 and headquartered in St. Petersburg, Florida, we are a true community bank with the goal of becoming a one-stop shop and trusted financial resource for the communities that we serve.
Understanding that our employees are our most valuable resource, we are committed to providing career development opportunities, competitive compensation, and generous benefits to our entire workforce. As an organization, we encourage open communication in an environment of mutual respect, where hard work is rewarded, and a professional but informal atmosphere is valued within the workplace.
Primary Purpose of Position:
This position must exemplify our retail mindset by understanding our clients' needs are at the center of all we do. The position requires a thorough understanding of all bank products and services, effective communication, and the ability to meet the clients' needs on their terms. Universal Bankers are responsible for establishing and maintaining client relationships and exceeding client expectations in terms of accuracy, efficiency, courtesy, and professionalism. Universal Bankers at BayFirst understand and appreciate the hours needed to meet client service expectations in a retail banking environment, as well as time for marketing and community events. Employees may be asked to provide coverage for other banking centers in the area as needed.
Primary responsibilities include but are not limited to:
* Become proficient in all bank products, programs, and services in order to provide our customers the best service possible.
* Ability to understand client's financial needs and make appropriate product recommendations and referrals.
* Meets or exceeds individual goals while supporting goals of the banking center.
* Performs routine customer transactions including deposits, withdrawals, cash advances, loan payments, transfers, check cashing, cashier's checks, and issues debit cards.
* Opens and closes accounts, including checking, savings, CDs, IRAs, and safe deposit boxes and balances daily transactions and verifies cash totals.
* Exceed client expectations in terms of accuracy, efficiency, courtesy, and professionalism.
Qualifications include but are not limited to:
* Previous banking experience preferred but not required.
* High school diploma or equivalent.
* Bilingual in English and Spanish preferred.
* Strong analytical and problem-solving skills.
* Excellent communication skills both verbal and written.
* Detail-oriented.
* Positive retail mindset.
* Ability to manage multiple priorities under time constraints.
Location: 5250 Park Boulevard, Pinellas Park, FL 33781
All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or status as a protected veteran.
$29k-41k yearly est. 12d ago
Patient Financial Services Specialist
Tampa Family Health Centers 4.1
Personal banker job in Tampa, FL
At Tampa Family Health Centers, healthcare is more than a service-it's our mission. As a Federally Qualified Health Center (FQHC), we provide quality, caring, and accessible healthcare to a culturally diverse community across Hillsborough County. Our team thrives on innovation, compassion, and positive change, and we are proud to be recognized as a leader in empathy-driven care.
Joining TFHC means becoming part of a mission-driven organization where professionals receive the training, recognition, and support they need to grow and thrive while making a lasting impact in their community.
Position Summary
We are seeking a Patient Financial Services Specialist to join our team. This remote role is responsible for providing exceptional support to patients and healthcare providers using the EPIC system. The specialist will handle inquiries, resolve issues, and ensure a positive patient experience while managing Work Queues (WQs) and collaborating with multiple departments to maintain high standards of service.
Essential Responsibilities
* Respond to patient and provider inquiries via phone, email, and live chat with timely, accurate information
* Monitor and manage Work Queues (WQs) to ensure timely resolution of tasks and issues
* Maintain detailed documentation of customer interactions, issues, and resolutions in patient accounts
* Provide training and support to users on effective use of the EPIC system
* Collaborate with the Revenue Cycle Management (RCM) team and Operations to ensure seamless service delivery
* Generate and analyze reports on customer service activities, identifying trends and opportunities for improvement
* Communicate regularly with leadership regarding trends, issues, and system optimization opportunities
Qualifications
* High School Diploma or equivalent required; EPIC certification preferred
* Minimum of 2 years of healthcare customer service experience
Skills & Abilities
* Excellent communication and interpersonal skills
* Strong problem-solving and troubleshooting abilities
* Proficiency in using the EPIC system
* Ability to manage multiple tasks and prioritize effectively
* Strong attention to detail and accuracy
* Ability to interpret insurance correspondence and remittance, and communicate clearly with responsible parties
* Ability to work independently and collaboratively as part of a team
Benefits & Rewards
TFHC offers a comprehensive benefits package designed to support your well-being and professional growth (for all eligible employees):
* Medical, Dental, and Vision Insurance
* Life and Disability Insurance
* Generous PTO and 7 paid company holidays
* 401(k) program with employer contribution after one year
* Employee discount program for tickets, movies, travel, and other entertainment options
Why Join TFHC?
At TFHC, you'll be part of a team that values innovation, compassion, and excellence. We are committed to supporting our employees with opportunities for growth, professional development, and the chance to make a meaningful impact in the lives of patients and families across Tampa Bay.
Join Us
If you're ready to embark on a career journey that's more than just a job, apply today and help us deliver exceptional patient financial services at Tampa Family Health Centers.
$31k-42k yearly est. 60d+ ago
Float Universal Banker
First Horizon Bank 3.9
Personal banker job in Saint Petersburg, FL
**Location:** On site at location listed in job posting as well as coverage for other banking centers in the immediate area. 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
**Hours** :
+ Monday - Friday
+ 7:45 AM - 5:15 PM
**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.
How much does a personal banker earn in Largo, FL?
The average personal banker in Largo, FL earns between $26,000 and $44,000 annually. This compares to the national average personal banker range of $29,000 to $48,000.
Average personal banker salary in Largo, FL
$34,000
What are the biggest employers of Personal Bankers in Largo, FL?
The biggest employers of Personal Bankers in Largo, FL are: