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  • Financial Representative

    The Western and Southern Life Insurance Company 4.8company rating

    Personal Banker Job 21 miles from Largo

    Do you have a desire to be part of a team of talented people who are driven by new challenges and want to grow in their careers? If you are highly motivated, have strong interpersonal skills, and want to make an impact, you may be an ideal candidate for a career at The Western and Southern Life Insurance Company (Western & Southern Life), a member of Western & Southern Financial Group, a Fortune 500 company. As a Financial Representative, you will work with current and prospective clients in your community to understand their financial needs and goals and recommend impactful solutions from a comprehensive line of products, including life insurance, so that they can protect what matters most. The Ideal Place for a Career As a full-time Financial Representative, you will also be eligible to participate in Western & Southern Life's benefit plans, subject to the terms of those plans. Our benefits plans include medical and dental insurance, as well as access to an Employee Assistance Program, a 401(k) plan with a company match, and a defined benefit pension plan (a rare offering among Fortune 500 companies). See the list below of other benefits that may be available to you in this role, per the terms of their respective plans, policies, and programs. A Successful Financial Representative Our field offices welcome candidates with diverse backgrounds, including financial services newcomers, military veterans, college graduates, and experienced financial representatives. Our most effective Financial Representatives are: Customer-focused Effective Communicators Natural Networkers Results-driven Resilient Collaborative If this sounds like you, we encourage you to explore the possibilities, and apply today! From Fortune ©2024 Fortune Media IP Limited. All rights reserved. Used under license. Fortune and Fortune 500 are registered trademarks of Fortune Media IP Limited and are used under license. Fortune and Fortune Media IP Limited are not affiliated with, and do not endorse the products or services of, The Western and Southern Life Insurance Company.
    $43k-78k yearly est. 16d ago
  • Financial Representative

    Northwestern Mutual 4.5company rating

    Personal Banker Job 43 miles from Largo

    Are you at a point in your career where you have reached your ceiling and wish for more? Do you have an entrepreneurial spirit for a sense of ownership and community impact? As a Financial Advisor with Northwestern Mutual, you will build long-lasting client relationships, offer guidance, and provide solutions to help clients meet their financial goals and objectives. We are actively seeking new Financial Advisors over the remainder of this year to join our rapidly growing Sarasota-Manatee office in Sarasota, FL. Strong applicants will have exceptional interpersonal skills and a history of personal/professional success with a strong desire for additional growth. Through a distinctive, whole-picture planning approach, Northwestern Mutual Financial Advisors/Financial Representatives combine their expertise with a personalized digital experience to help their clients navigate their financial lives every day through a wide range of financial planning services including: Retirement Planning Insurance Planning Investment Advisory Services Education Funding Business Planning Estate Planning Fee-Based Financial Planning A list of our products and services is provided at *************************** We welcome you to learn more about this exciting career path at ************************************************************ Our advisor support services help you to focus on your clients and enhance the productivity of your practice by providing: Formal training and ongoing development via mentors and product specialists Comprehensive personal and business planning analysis tools Insurance and investment operations team Product sales support and client servicing Aggregated client account software Preferred qualifications include, but are not limited to: Bachelor's degree Strong interpersonal, networking, and prospecting skills Self-starter and highly motivated History of high achievement demonstrated by rapid growth and consistent, measurable results Track record of peer outperformance in client-facing roles Ability to develop lasting, meaningful relationships as well as influence others Prior sales and/or business experience, preferred We welcome career changers. Let us help you translate your skill set into a meaningful career with us. Background aspects that translate naturally include: Financial management, insurance, and financial services Executive leadership Community influencers Former college and professional athletes Military background Career Benefits: Uncapped income potential Comprehensive medical coverage, as well as dental and vision Two company-funded retirement plans Sponsorship and training for licenses and professional designations (Florida Life, Health, & Annuities (2-15), SIE, Series 6, Series 66/63) Group life and disability income insurance Leadership Opportunities Job Type: Full-time Ability to commute/relocate: Sarasota, FL 34232: Reliably commute or planning to relocate before starting work (Required) License/Certification: Driver's License (Required) Work Location: In person; all incoming employees hired for this office are required to be in the office at our Sarasota-Manatee location during the first year while undergoing training and licensing Job Type: Full-time Benefits: Dental Insurance Flexible schedule Health insurance Life insurance Retirement plan Vision insurance Physical setting: Office Schedule: Monday to Friday
    $42k-70k yearly est. 14d ago
  • Commercial Business Banker

    Valley Bank 4.4company rating

    Personal Banker Job 14 miles from Largo

    The Business Banker will develop and manage client accounts for the Business Banking Division, while ensuring that these client accounts meet established requirements and maximum profitability to the financial institution at a minimum risk. The companies prospected will be between 5-25 million in revenue, and loan sizes 500k-5 million. The role is C&I (Commercial and Industrial) focused, such as construction, plumbing, trade companies, consulting, owner occupied, professionals etc. You'll receive a small portfolio and have lending, deposit and fee goals. Responsibilities include but are not limited to: Represents the bank in conducting active prospect and customer business development activities designed to generate new loan, deposit and related business for the line of business, while meeting the Bank's existing and prospective business customer's needs. Manages relationships with business banking clients through service and support, such as overseeing maintenance of client accounts and ensuring client's needs are met. Establishes strong referral network and relationships with commercial real estate agents, brokers, CPA's, accountants, attorneys, and other Centers of Influence (COI's). Develops strong professional relationships with other Bank department associates, as well as supplemental business lines and vendors to cross sell and generate appropriate business product and service recommendations to help clients meet their goals and expand client relationships. Actively collaborates with other lines of business to ensure the clients specific needs are met. Provides quality customer service to existing customers and accounts through problem resolution and maintains consistent communications with clients through onsite visits and outbound calls. Develops and maintains intimate knowledge of the policies, Bank guidelines for their business line. Refers lending opportunities, treasury management, insurance, residential mortgage, and deposit relationships to bank partners. Participates in civic and community activities to promote the Bank's diverse products and services, maintains professional network relationships and strengthen community ties. Interviews loan applicants, analyzes financial and related data to establish credit worthiness; establishes and negotiates credit terms, and monitors customers' credit. Monitor outstanding loans and take necessary collection actions on past dues. Educates the borrower on business line process, structure, and set expectations. Analyzes, determines eligibility, originates, and structures loan requests. Submits complete documentation packages to the credit. Assists in the credit analysis and underwriting process as needed. Recommends approval of customer applications for commercial loans. Required Skills: Excellent interpersonal skills and written and verbal communication skills. Ability to calculate figures and amounts such as discounts, interest and percentages. Ability to work independently, manage multiple projects and meet deadlines. Ability to prioritize and organize assignments while working on multiple projects simultaneously. Intermediate PC skills, knowledge of Microsoft Office software, and referral tracking programs, such as Sales Force. Required Experience: High School diploma or GED with a minimum of 3 years of related bank lending sales experience or a combination of sales/credit analysis experience. Bachelor's degree in Business, Accounting or Finance with a minimum of 3 years of bank lending sales experience and a minimum of 1 year of credit analysis experience is preferred.
    $39k-69k yearly est. 11d ago
  • Bilingual Trader Trainee

    Tampa International Forest Products 4.3company rating

    Personal Banker Job 21 miles from Largo

    About the job Tampa International Forest Products is a significant player in the wood products industry, and we have been recognized as one of the premier commodity trading companies to work for. We are currently seeking a highly driven and competitive individual to join our growth-oriented team as a trader trainee! As a trainee, you will start out in our trader trainee development program, which is designed to provide you with a deep understanding of our industry and equip you with the necessary tools that pave the way for a rewarding career at TIFP. As a lumber trader, you will play a pivotal role in buying and selling lumber, cultivating client relationships, managing risk and margin and actively engaging in a dynamic market. If you are a highly motivated, self-starting individual who has a passion for developing customer relationships and a desire to thrive in a competitive environment, we encourage you to apply for this exciting opportunity! **This is not a remote opportunity** Responsibilities: Start learning the ins and outs of the industry through our logistics department by growing our transportation network and negotiating freight rates Network, cold-call, and qualify prospects to start building your own book of business Continuously generate new trading ideas by identifying market trends and opportunities Build relationships with clients and provide value through market intelligence. Travel to visit with clients on a quarterly basis. Keep a constant up-to-date knowledge of the markets to ensure continuous real-time price discovery. To thrive in this role, you are: Bilingual in English and Spanish Willing to travel to Mexico. A natural salesman with 2-5 years B2B sales experience. High energy with an entrepreneur spirit Ambitious, driven and achievement-oriented Excellent problem solving, analytical and mathematical skills Possess strong interpersonal and communication skills Ability to prioritize and perform multiple activities A strong desire to succeed and manage your own business.
    $52k-95k yearly est. 60d+ ago
  • Private Client Banker - Dale Mabry and West Bay Vista - Tampa, FL

    Jpmorgan Chase & Co 4.8company rating

    Personal Banker Job 21 miles from Largo

    JobID: 210611222 JobSchedule: Full time JobShift: : 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. 3d ago
  • Private Client Banker - Dale Mabry and Stall - Tampa, FL

    JPMC

    Personal Banker Job 21 miles from Largo

    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. 16h ago
  • Personal Banker III

    Cadence Bank 4.7company rating

    Personal Banker Job 21 miles from Largo

    What The Role Is As a Personal Banker you will provide best-in-class service by processing routine banking transactions while also developing deep customer relationships and a thoughtful understanding of their needs. Through relationship building, you will identify and offer the best and most appropriate personal business financial products and services along with educating your customers on alternative and convenient transaction channels. Personal Banker II team members will be cross-functional in a universal banking model to assist clients with a myriad of needs. This position is on-site. This position requires travel to branches as needed within the market. How You Will Make An Impact * Support the transactional needs of the banking center and other lines of business, as well as identify opportunities to deepen customer relationships. * Open and process moderate to complex and consumer and basic small business deposit accounts, providing appropriate solutions/services to businesses for managing their cash flow. * Enjoy working in a team environment with frequent interactions with fellow teammates and customers. * Limited origination of simple consumer lending products such as personal loans and credit cards. * Educate customers on other bank channels including online and mobile banking, interactive (Video) tellers and full-service ATMs that provide convenience and value to customers. * Meet or exceed individual sales/referrals and activity objectives - measured by an individual sales and referral scorecard. * Cash handling and adherence to proper balancing procedures. * Review and maintain knowledge of products, fees, policies and current offers to assist customers with consumer or business product suggestions. * Explore the customer's financial needs and recommend other bank services and refer customers within the branch when appropriate or to other departments when appropriate. * Demonstrate compliance with all bank regulations that apply to your position and stay current on regulation changes including Bank Secrecy Act, Regulation CC, Regulation E, Bank Security and other regulations that apply to your position. * Create a positive impact within the communities you serve by investing time in Community Reinvestment Act (CRA) activities and financial literacy initiatives. Who You Are * Foundational knowledge of sales and service techniques with consumers and small businesses in a structured, goal-based environment preferred. * Excellent written and verbal communication skills with the ability to solve problems and nurture client relationships even in contentious situations. Education * High school diploma required; college coursework preferred. Experience * Previous banking or demonstrated sales experience in business, retail or other industries preferred. * 2 + years of cash handling experience in a banking or retail environment preferred. Characteristics * Regular and reliable attendance. * Works cooperatively with others. This position requires S.A.F.E. registration at the time of employment. The Nationwide Mortgage Licensing System (NMLS) web site (mortgage.nationwidelicensingsystem.org) can provide information about the requirements for registration. If your experience aligns with this description, please consider applying. Many skills are transferable among industries and a passion for the role and willingness to learn are important considerations. We believe that a diverse workforce creates problem-solving and creative thinking, which is why we're dedicated to adding new perspectives to the team and encourage everyone to apply. The above statements are intended to describe the general nature and level of the work being performed by people assigned to this work. This is not an exhaustive list of all duties and responsibilities. Cadence Management reserves the right to amend and change responsibilities to meet business and organizational needs as necessary. Cadence Bank is an affirmative action/equal opportunity employer. All qualified applicants will receive
    $28k-34k yearly est. 60d+ ago
  • Personal Banker

    PNC Bank Na 4.4company rating

    Personal Banker Job 21 miles from Largo

    Position OverviewAt PNC, our people are our greatest differentiator and competitive advantage in the markets we serve. We are all united in delivering the best experience for our customers. We work together each day to foster an inclusive workplace culture where all of our employees feel respected, valued and have an opportunity to contribute to the company's success. As a Personal Banker within PNC's Retail Bank Organization, you will be based in Tampa, FL 33618. Bilingual Spanish Preferred.Job Description Acquires and deepens the branch customer base through a variety of proactive sales and service activities. Manages the customer experience by identifying opportunities to improve the customer's financial wellbeing. Collaborates with ecosystem partners to grow customer's share of wallet. Positions PNC solutions to drive new revenue and customer loyalty. Drives proactive sales conversations through internal and outbound interactions with a defined sales process including outbound calling, service to sales, teller interactions, appointment setting and effective lobby engagement, ultimately elevating client loyalty. Delivers a full PNC conversation with every client interaction to identify appropriate PNC solutions. Leverages ecosystem partnerships as well as community Centers of Influence to acquire, expand and retain relationships. Creates customer loyalty and grows customer share of wallet through a differentiated customer experience. Performs lobby engagement activities to connect with customers and position PNC products to meet their needs. Educates customers on options for managing financial transactions by leveraging technology, tools and resources. Applies product and procedural knowledge to identify, mitigate and solve customer problems effectively to drive customer loyalty. Manages risk through adherence to all policies and procedures, demonstrating sound judgment within established limits. Demonstrates a heightened scrutiny to identify and avoid loss. Participates in branch daily operations, ensuring they are completed in an efficient and accurate manner. PNC Employees take pride in our reputation and to continue building upon that we expect our employees to be: Customer Focused - Knowledgeable of the values and practices that align customer needs and satisfaction as primary considerations in all business decisions and able to leverage that information in creating customized customer solutions. Managing Risk - Assessing and effectively managing all of the risks associated with their business objectives and activities to ensure they adhere to and support PNC's Enterprise Risk Management Framework. To learn more about this opportunity, please watch this video. Qualifications Successful candidates must demonstrate appropriate knowledge, skills, and abilities for a role. Listed below are skills, competencies, work experience, education, and required certifications/licensures needed to be successful in this position. Preferred SkillsAccountability, Banking, Client Loyalty, Customer Experience (CX), Customer Service, Identifying Opportunities, Leveraging Technology, Proactive SalesCompetenciesBanking Products, Digital Awareness, Effective Communications, Managing Multiple Priorities, Matrix Management, Problem Solving, Prospecting., Retail Lending, Selling., Understanding Customer NeedsWork ExperienceRoles at this level typically require an Associates or equivalent degree as well as related experience or product knowledge to accomplish primary duties. Typically requires 3+ years experience. In lieu of a degree, a comparable combination of education, job specific certification(s), and experience (including military service) may be considered.EducationNo DegreeCertificationsNo Required Certification(s) LicensesCandidates being considered for this position will be subject to additional background checks as required by Consumer Financial Protection Bureau regulations.BenefitsPNC offers a comprehensive range of benefits to help meet your needs now and in the future. Depending on your eligibility, options for full-time employees include: medical/prescription drug coverage (with a Health Savings Account feature), dental and vision options; employee and spouse/child life insurance; short and long-term disability protection; 401(k) with PNC match, pension and stock purchase plans; dependent care reimbursement account; back-up child/elder care; adoption, surrogacy, and doula reimbursement; educational assistance, including select programs fully paid; a robust wellness program with financial incentives.In addition, PNC generally provides the following paid time off, depending on your eligibility: maternity and/or parental leave; up to 11 paid holidays each year; 8 occasional absence days each year, unless otherwise required by law; between 15 to 25 vacation days each year, depending on career level; and years of service. To learn more about these and other programs, including benefits for full time and part-time employees, visit Your PNC Total Rewards. Disability Accommodations Statement If an accommodation is required to participate in the application process, please contact us via email at AccommodationRequest@pnc.com. Please include “accommodation request” in the subject line title and be sure to include your name, the job ID, and your preferred method of contact in the body of the email. Emails not related to accommodation requests will not receive responses. Applicants may also call ************ and say "Workday" for accommodation assistance. All information provided will be kept confidential and will be used only to the extent required to provide needed reasonable accommodations. At PNC we foster an inclusive and accessible workplace. We provide reasonable accommodations to employment applicants and qualified individuals with a disability who need an accommodation to perform the essential functions of their positions. Equal Employment Opportunity (EEO) PNC provides equal employment opportunity to qualified persons regardless of race, color, sex, religion, national origin, age, sexual orientation, gender identity, disability, veteran status, or other categories protected by law. This position is subject to the requirements of Section 19 of the Federal Deposit Insurance Act (FDIA) and, for any registered role, the Secure and Fair Enforcement for Mortgage Licensing Act of 2008 (SAFE Act) and/or the Financial Industry Regulatory Authority (FINRA), which prohibit the hiring of individuals with certain criminal history. California Residents Refer to the California Consumer Privacy Act Privacy Notice to gain understanding of how PNC may use or disclose your personal information in our hiring practices.
    $31k-39k yearly est. 9d ago
  • Private Client Banker - Tampa Downtown - Tampa, FL

    Chase 4.4company rating

    Personal Banker Job 21 miles from Largo

    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: **************************************************************************
    $34k-59k yearly est. 17d ago
  • Relationship Banker

    Midflorida Credit Union 4.1company rating

    Personal Banker Job 14 miles from Largo

    Job Details Experienced St Petersburg , FL Full TimeDescription Why have a job when you can build a career? We are proud to be defined by the excellent service and convenience offered to our members, as well as our diverse workforce and company culture. There are many reasons to work for MIDFLORIDA, which is probably why we were voted one of Florida Trend's "Best Places to Work." MIDFLORIDA offers a positive team culture, an open-door management style, a commitment to diversity, stability, competitive benefits, and a career path with a growing, successful company! Join us in our mission to improve the financial well-being of our members! Relationship Bankers perform the following functions: Improve the financial well-being of our members and provide excellent service by identifying and recommending appropriate MIDFLORIDA Credit Union products and services to create fully engaged financial relationships with our members. Complete signature card, loan, IRA, and other documentation in a timely and accurate manner. Manage a cash drawer and assist in daily branch balancing as needed. Present a neat and professional personal appearance, in accordance with credit union professional image standards. Exercise sound judgment and discretion while remaining compliant with well-defined limits and guidelines. Exhibit a high degree of integrity, trustworthiness, and professionalism always. Exude a positive and professional attitude with members and partners consistently. Develop a strong understanding of customer facing technology with the ability to discuss with and enroll members in self-service options. Proactively identify ways to improve employee and member experiences. Perform other duties as assigned. Qualifications Qualified candidates will possess: • Possess excellent customer service skills along with strong verbal and written communications skills. • Must have a strong desire to help people. • History of cash handling experience. • Proficient in the use of computers, the internet and Microsoft Office. • A history of meeting or exceeding sales expectations. • Minimum of 2-3 years of experience, including teller, new accounts, and lending. • Familiarity with credit union and/or banking regulations. • The eligibility to meet the requirements of the SAFE Act to be registered as an MLO with NMLS. • Availability to work any shift between the operating hours of 7:00 AM - 7:00 PM Monday through Friday and between 8:00 AM - 1:30 PM on Saturdays. • A High School Diploma or equivalent is required. MIDFLORIDA Perks: • Stability • Opportunity for growth • Paid time off and paid holidays • Tuition assistance after 6 months of service • 401K Plan with employer matching • Health, Dental, and Vision Insurance - Generous and affordable plans for employee and family • Employee Assistance Program- No waiting period to access benefit • Salary and Bonuses - Bonus programs and annual appraisals with salary increase opportunities This employer participates in E-Verify and will provide the federal government with your Form I-9 information to confirm that you are authorized to work in the U.S. If E-Verify cannot confirm that you are authorized to work, this employer is required to give you written instructions and an opportunity to contact Department of Homeland Security (DHS) or Social Security Administration (SSA) so you can begin to resolve the issue before the employer can take any action against you, including terminating your employment. Employers can only use E-Verify once you have accepted a job offer and completed the Form I-9.
    $39k-44k yearly est. 50d ago
  • Universal Banker I

    INB National Association 3.7company rating

    Personal Banker Job 21 miles from Largo

    is located in Tampa, Florida. Opens accounts, explains and processes investments and other financial services, and produces correct documentation by performing the following duties. Requirements Essential Duties and Responsibilities include the following. Other duties may be assigned. Responsible for greeting all bank customers as they enter the branch in a courteous and professional manner. Interviews customers to obtain information and explain available financial services such as savings and checking accounts, Individual Retirement Accounts, Certificates of Deposit, savings bonds, and securities. Assist personal and commercial customers with opening and closing all types of deposit accounts (checking, savings, CDs, IRAs, safe deposit boxes, etc.) Develop a working knowledge of all products and services offered by INB Must have a “how can I help you” attitude at all times and be focused on a team atmosphere…. ready & willing to jump in and help in any capacity. Operates a teller window to process a variety of transactions within established guidelines, such as processing individual and commercial deposits, savings and checking transactions, cash advances, loan payments, credit card payments, cashier's checks and other transactions. Responsible for assisting customers with their current needs, while continuing to look for other cross-sell opportunities. Cross-sell appropriate products during each customer interaction at CSR desk. Actively complete CLC process with new and existing customers, as appropriate. Provide excellent customer service in all customer interactions (strive for consistently receiving a 100% Performance rating and 10 Satisfaction rating in all CSP shops). In addition, consistently follow all of the key performance behaviors outlined in Customer Service Profiles Guidelines for Teller and Banker Promptly & courteously answer and resolve all customer phone inquiries/complaints that come thru the phone queue or into the branch directly in accordance with INB phone policy. Assist customers with any service needs related to their deposit accounts (change of signers, address changes, stop payments, etc.) Adhere to all INB policies and procedures relative to the Universal Banker job function (ie CIP, BSA, Reg. CC, etc.) Actively participate in any Retail sales contests Maintain an effective follow-up process to any Quality Control/Pending items Identify and act on opportunities to refer clients to specialists in other lines of business. Handle and resolve client problems and complaints in a quick and efficient manner either on own or with the assistance of management. Follow-up with clients via telephone and mail when appropriate. Actively strive to achieve & set daily individual outbound calls from retail reports provided by management, i.e. Customer Profitability Report, Closed Acct. Report, OOPS Opt-In/Out Report, Declined Debit Card Transaction Report, Reg. D Report, Mortgage/Retail Referral Report, etc. Engage in personal development activities such as online learning and internal/external training to assist in career growth. Maintain a professional manner and appearance, as outlined in the Dress Code Policy, and a neat and orderly work area. Perform other related duties as assigned or requested. Supervisory Responsibilities This job has no supervisory responsibilities. Competencies: To perform the job successfully, an individual should demonstrate the following competencies: Analytical - Synthesizes complex or diverse information; Collects and researches data; Uses intuition and experience to complement data; Designs workflows and procedures. Customer Service - Manages difficult or emotional customer situations; Responds promptly to customer needs; Solicits customer feedback to improve service; Responds to requests for service and assistance; Meets commitments. Professionalism - Approaches others in a tactful manner; Reacts well under pressure; Treats others with respect and consideration regardless of their status or position; Accepts responsibility for own actions; Follows through on commitments. Quality - Demonstrates accuracy and thoroughness; Looks for ways to improve and promote quality; Applies feedback to improve performance; Monitors own work to ensure quality. Qualifications To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. Education and/or Experience Associate's degree (A. A.) or equivalent from two-year college or technical school; or six months to one year related experience and/or training; or equivalent combination of education and experience. Banking experience preferred. Language Skills Ability to read and comprehend simple instructions, short correspondence, and memos. Ability to write simple correspondence. Ability to effectively present information in one-on-one and small group situations to customers, clients, and other employees of the organization. Mathematical Skills Ability to add, subtract, multiply, and divide in all units of measure, using whole numbers, common fractions, and decimals. Ability to compute rate, ratio, and percent and to draw and interpret bar graphs. Reasoning Ability Ability to apply common-sense understanding to carry out instructions furnished in written, oral, or diagram form. Ability to deal with problems involving several concrete variables in standardized situations. Computer Skills To perform this job successfully, an individual should have knowledge of Internet software, Spreadsheet software, and Word Processing software. Physical Demands The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. The employee must occasionally lift and/or move up to 25 pounds. Work Environment The work environment characteristics described here are representative of those an employee encounters while performing the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. Group Insurance Benefits and Plans INB provides health, dental, vision, and life insurance benefits to all full-time employees. Coverage is also extended to their eligible dependents. Active employees make premium contributions based on plan selections. Please click the link below for all benefits that are offered. ************************************************************************************************************** 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, skills, or working conditions. ADA Disclaimer: In developing this job description care was taken to include all competencies needed to successfully perform in this position. However, for American with Disabilities Act (ADA) purposes, the essential functions of the job may or may not have been described for purposes of ADA reasonable accommodation. All reasonable accommodation requests will be reviewed and evaluated on a case-by-case basis. INB, N.A. is committed to Equal Employment Opportunity with respect to recruitment, hiring, training, promotion, and other terms and conditions of employment. It is INB's policy to afford equal opportunity to all employees and applicants for employment without regard to race, creed, color, sex, sexual orientation, age, marital status, national origin, disability, religion, veteran status, or any other basis prohibited by law. The EEO Law poster is available here: Know Your Rights: Workplace discrimination is illegal
    $31k-36k yearly est. 21d ago
  • Personal Banker - Downtown St Pete - St Petersburg, FL

    W.F. Young 3.5company rating

    Personal Banker Job 14 miles from Largo

    Why Wells Fargo: Are you looking for more? Find it here. At Wells Fargo, we believe that a meaningful career is much more than just a job. It's about finding all of the elements that help you thrive, in one place. #LivingTheWellLife means you're supported in life, not just work. It means having a competitive salary, a robust benefits package, and programs to support your work-life balance and well-being. It means being rewarded for investing in your community, celebrated for being your authentic self, and empowered to grow. And we're recognized for it! Wells Fargo ranked in the top three on the 2024 LinkedIn Top Companies List of best workplaces “to grow your career” in the U.S. About this role: Wells Fargo is seeking an Associate Personal Banker (SAFE) for our National Branch Network as part of the Consumer, Small & Business Banking division. Learn more about the career areas and business divisions at wellsfargojobs.com. In this role you will: Participate in delivery of exceptional customer experience by building relationships through proactive outreach as well as proposing appropriate products, services, and digital solutions to help customers succeed financially Assist customers with basic requests related to opening new accounts, completing service requests, and submitting credit applications Receive direction from managers and exercise judgement within defined policies and procedures Develop understanding of bank products and services to connect to customers' needs Interact with customers to demonstrate care and build relationships Provide appropriate options for bank products and services to customer Refer customers' financial needs to other bankers and partners as needed This SAFE position has customer contact and job duties which may include the offering/negotiating of terms and/or taking an application for a dwelling secured transaction. As such, this position requires compliance with the S.A.F.E. Mortgage Licensing Act of 2008 and all related regulations. Ongoing employment is contingent upon meeting all such requirements, including acceptable background investigation results. Individuals in a SAFE position also must meet the Loan Originator requirements under Regulation Z (LO) outlined in the job expectations below Required Qualifications: 6+ months of interacting with customers experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education Desired Qualifications: Customer service focus with experience handling complex transactions across multiple systems Experience proactively engaging with customers through outreach via phone or email Ability to educate and connect customer to technology and share the value of mobile banking options Ability to help customers succeed financially by offering introductions to additional team members as appropriate Experience working with others on a team to meet customer needs Experience fostering and developing strong customer relationships Ability to build strong relationships with internal partners Ability to follow policies, procedures, and regulations Ability to identify potential fraud/risky accounts and take appropriate action to prevent loss Ability to interact with integrity and professionalism with customers and team members Relevant military experience including working with military protocol and instructions, enlisted evaluations, officer/leadership reporting Relevant military experience including working in personnel benefits management, processing military personnel orders or transitions, wartime readiness operations, human resources or military recruiting Proficient with proactively sourcing, acquiring, building, and maintaining relationships with customers and colleagues Support customers and employees in resolving or escalating concerns or complaints Job Expectations: Ability to work a schedule that may include most Saturdays Maintains cash drawer, cash handling and balancing and spends time completing service-related tasks as needed This position requires SAFE registration at the time of employment. Wells Fargo will initiate the SAFE registration process immediately after your employment start date. The Nationwide Mortgage Licensing System (NMLS) website (************************************************* provides the MU4R questions and registration required for employment in this position. Individuals in Loan Originator (LO) positions must meet the Consumer Financial Protection Bureau qualification requirements and comply with related Wells Fargo policies. The LO qualification requirements include meeting applicable financial responsibility, character, general financial fitness and criminal background standards. A current credit report will be used to assess your financial responsibility and credit fitness, however, a credit score is not included as part of the evaluation. Successful candidates must also meet ongoing regulatory requirements including additional screening, if necessary This position is not eligible for Visa sponsorship Posting Location(s): 125 5th St S SAINT PETERSBURG, FL 33701 @RWF22 Posting End Date: 23 Apr 2025 *Job posting may come down early due to volume of applicants. We Value Diversity At Wells Fargo, we believe in diversity, equity and inclusion in the workplace; accordingly, we welcome applications for employment from all qualified candidates, regardless of race, color, gender, national origin, religion, age, sexual orientation, gender identity, gender expression, genetic information, individuals with disabilities, pregnancy, marital status, status as a protected veteran or any other status protected by applicable law. Employees support our focus on building strong customer relationships balanced with a strong risk mitigating and compliance-driven culture which firmly establishes those disciplines as critical to the success of our customers and company. They are accountable for execution of all applicable risk programs (Credit, Market, Financial Crimes, Operational, Regulatory Compliance), which includes effectively following and adhering to applicable Wells Fargo policies and procedures, appropriately fulfilling risk and compliance obligations, timely and effective escalation and remediation of issues, and making sound risk decisions. There is emphasis on proactive monitoring, governance, risk identification and escalation, as well as making sound risk decisions commensurate with the business unit's risk appetite and all risk and compliance program requirements. Candidates applying to job openings posted in US: All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, status as a protected veteran, or any other legally protected characteristic. Candidates applying to job openings posted in Canada: Applications for employment are encouraged from all qualified candidates, including women, persons with disabilities, aboriginal peoples and visible minorities. Accommodation for applicants with disabilities is available upon request in connection with the recruitment process. Applicants with Disabilities To request a medical accommodation during the application or interview process, visit Disability Inclusion at Wells Fargo. Drug and Alcohol Policy Wells Fargo maintains a drug free workplace. Please see our Drug and Alcohol Policy to learn more. Wells Fargo Recruitment and Hiring Requirements: a. Third-Party recordings are prohibited unless authorized by Wells Fargo. b. Wells Fargo requires you to directly represent your own experiences during the recruiting and hiring process.
    $28k-32k yearly est. 1d ago
  • Personal Banker Temple Terrace

    Wells Fargo 4.6company rating

    Personal Banker Job 27 miles from Largo

    **Why Wells Fargo:** Are you looking for more? Find it here. At Wells Fargo, we believe that a meaningful career is much more than just a job. It's about finding all of the elements that help you thrive, in one place. #LivingTheWellLife means you're supported in life, not just work. It means having a competitive salary, a robust benefits package, and programs to support your work-life balance and well-being. It means being rewarded for investing in your community, celebrated for being your authentic self, and empowered to grow. And we're recognized for it! Wells Fargo ranked in the top three on the 2024 LinkedIn Top Companies List of best workplaces "to grow your career" in the U.S. **About this role:** Wells Fargo is seeking an Associate Personal Banker (SAFE) for our National Branch Network as part of the Consumer, Small & Business Banking division. Learn more about the career areas and business divisions at wellsfargojobs.com. **In this role you will:** + Participate in delivery of exceptional customer experience by building relationships through proactive outreach as well as proposing appropriate products, services, and digital solutions to help customers succeed financially + Assist customers with basic requests related to opening new accounts, completing service requests, and submitting credit applications + Receive direction from managers and exercise judgement within defined policies and procedures + Develop understanding of bank products and services to connect to customers' needs + Interact with customers to demonstrate care and build relationships + Provide appropriate options for bank products and services to customer + Refer customers' financial needs to other bankers and partners as needed + This SAFE position has customer contact and job duties which may include the offering/negotiating of terms and/or taking an application for a dwelling secured transaction. As such, this position requires compliance with the S.A.F.E. Mortgage Licensing Act of 2008 and all related regulations. Ongoing employment is contingent upon meeting all such requirements, including acceptable background investigation results. Individuals in a SAFE position also must meet the Loan Originator requirements under Regulation Z (LO) outlined in the job expectations below **Required Qualifications:** + 6+ months of interacting with customers experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education **Desired Qualifications:** + Customer service focus with experience handling complex transactions across multiple systems + Experience proactively engaging with customers through outreach via phone or email + Ability to educate and connect customer to technology and share the value of mobile banking options + Ability to help customers succeed financially by offering introductions to additional team members as appropriate + Experience working with others on a team to meet customer needs + Experience fostering and developing strong customer relationships + Ability to build strong relationships with internal partners + Ability to follow policies, procedures, and regulations + Ability to identify potential fraud/risky accounts and take appropriate action to prevent loss + Ability to interact with integrity and professionalism with customers and team members + Relevant military experience including working with military protocol and instructions, enlisted evaluations, officer/leadership reporting + Relevant military experience including working in personnel benefits management, processing military personnel orders or transitions, wartime readiness operations, human resources or military recruiting + Proficient with proactively sourcing, acquiring, building, and maintaining relationships with customers and colleagues + Support customers and employees in resolving or escalating concerns or complaints **Job Expectations:** + Ability to work a schedule that may include most Saturdays + Maintains cash drawer, cash handling and balancing and spends time completing service-related tasks as needed + This position requires SAFE registration at the time of employment. Wells Fargo will initiate the SAFE registration process immediately after your employment start date. The Nationwide Mortgage Licensing System (NMLS) website (************************************************* provides the MU4R questions and registration required for employment in this position. Individuals in Loan Originator (LO) positions must meet the Consumer Financial Protection Bureau qualification requirements and comply with related Wells Fargo policies. The LO qualification requirements include meeting applicable financial responsibility, character, general financial fitness and criminal background standards. A current credit report will be used to assess your financial responsibility and credit fitness, however, a credit score is not included as part of the evaluation. Successful candidates must also meet ongoing regulatory requirements including additional screening, if necessary + This position is not eligible for Visa sponsorship **Posting Location(s):** + 9775 N 56th St, Temple terrace, FL 33617 Arabic preferred but not required **Posting End Date:** 23 Apr 2025 **_*Job posting may come down early due to volume of applicants._** **We Value Diversity** At Wells Fargo, we believe in diversity, equity and inclusion in the workplace; accordingly, we welcome applications for employment from all qualified candidates, regardless of race, color, gender, national origin, religion, age, sexual orientation, gender identity, gender expression, genetic information, individuals with disabilities, pregnancy, marital status, status as a protected veteran or any other status protected by applicable law. Employees support our focus on building strong customer relationships balanced with a strong risk mitigating and compliance-driven culture which firmly establishes those disciplines as critical to the success of our customers and company. They are accountable for execution of all applicable risk programs (Credit, Market, Financial Crimes, Operational, Regulatory Compliance), which includes effectively following and adhering to applicable Wells Fargo policies and procedures, appropriately fulfilling risk and compliance obligations, timely and effective escalation and remediation of issues, and making sound risk decisions. There is emphasis on proactive monitoring, governance, risk identification and escalation, as well as making sound risk decisions commensurate with the business unit's risk appetite and all risk and compliance program requirements. Candidates applying to job openings posted in US: All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, status as a protected veteran, or any other legally protected characteristic. Candidates applying to job openings posted in Canada: Applications for employment are encouraged from all qualified candidates, including women, persons with disabilities, aboriginal peoples and visible minorities. Accommodation for applicants with disabilities is available upon request in connection with the recruitment process. **Applicants with Disabilities** To request a medical accommodation during the application or interview process, visit Disability Inclusion at Wells Fargo (****************************************************************** . **Drug and Alcohol Policy** Wells Fargo maintains a drug free workplace. Please see our Drug and Alcohol Policy (********************************************************************** to learn more. **Wells Fargo Recruitment and Hiring Requirements:** a. Third-Party recordings are prohibited unless authorized by Wells Fargo. b. Wells Fargo requires you to directly represent your own experiences during the recruiting and hiring process. **Req Number:** R-453059
    $28k-35k yearly est. 8d ago
  • Mortgage Banker - Tampa

    South State Bank

    Personal Banker Job 21 miles from Largo

    As a leading regional bank, SouthState has been providing financial solutions to individuals, families, and businesses in the Southeast for more than 100 years. SouthState team members strive to create remarkable experiences while building meaningful and lasting relationships. We are proud to be a reflection of the communities we serve, and our team members share core values that make SouthState a great place to bank, and a great place to work. Summary This position is responsible for, but not limited to, soliciting and originating mortgage loans from sources both inside and outside the bank while ensuring high quality customer service and maximum profitability. This role is hybrid based out of Tampa, Florida. Essential Functions: This position is expected to perform the specific duties, tasks, and responsibilities as outlined below: * Interview loan applicants * Collect and analyze information regarding customer income, assets, investments or debts * Determine which bank product best fits the customer's needs * Provide advice to customer regarding advantages and disadvantages of different products * Knowledge of Fannie Mae/Freddie Mac guidelines as well as government products * Makes preliminary determination of applicant's credit worthiness and has the authority to issue prequalification statement of borrower's eligibility * Call on realtors, builders, community development corporations and other potential mortgage customers to establish relationships for loan referrals * Handle processing of loan request in accordance with bank policy and applicable regulatory requirements as well as secondary market criteria and guidelines * Adhere to Quality Customer Service parameters; Conform with and abide by written policies and procedures for the bank * Participate in community events and real estate industry functions to identify, develop and promote additional business * Attend training on all residential lending products, may require travel * Advice management of new products offered in the market to ensure the bank remains competitive * Promote and cross-sell other bank products * Perform other work-related duties as assigned by supervisor * Expertise in mortgage products and services as well as regulatory guidelines * Excellent problem-solving skills to identify client needs and resolve problems * Must have a high level of interpersonal skills to effectively communicate policies, procedures and objectives effectively throughout the bank and to represent the bank positively to the public * Must be able to quickly and effectively respond to customer inquiries and requests in demanding environments * Capable of handling customer and employee contact situations tactfully and professionally * Ensure that the Bank's policies and procedures, code of conduct, and regulatory guidelines are strictly complied with * Provide assistance to other employees by liaising with them through healthy and positive interactions * Be involved in performing marketing endeavors/efforts * Continuously update skills by participating in professional training * Seek opportunities to improve skills through cross-training offered by the Bank * All other tasks, responsibilities or duties, as directed by management Qualifications: * Must have strong communication skills characterized by excellent writing and speaking skills * Proficient with general office machines and programs to include Microsoft Office Word, Excel, Outlook, and other software that might be utilized in the department * Ability to use the computer efficiently and the capacity to learn new software programs as they are rolled out by the Bank * Must have good knowledge of business English, including spelling and punctuation * Must possess basic English language skills in order to write and speak clearly, and effectively with coworkers and customers * Must be well-organized, accurate, and attentive to detail * Must be cooperative and willing to assist coworkers and customers on a regular basis * Must have effective listening skills demonstrated by the ability to listen to others talk (without interruption), understand them, and then propose solutions or make contributions based on the points made by others * Must possess excellent multi-tasking skills and be able to function well under pressure * Must be able to remain composed under pressure and respond to customer and coworker concerns regularly * Must be patient and willing to help others in solving problems while maintaining a positive attitude at all times Physical Requirements: * Must be able to remain seated or work standing in a confined area on a computer for a minimum of four (4) hours each work day * Must be able to constantly use hands and fingers to enter data through or on a computer or answer a phone throughout most of an eight (8) hour shift * Must be able to walk frequently throughout the day * Must be able to hear and communicate with coworkers and customers throughout the day * May need to lift up to 25 pounds one to two times a day to perform job The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Position may require regular before/after normal business hours, or regular out-of-town travel. Qualifications: * Bachelor's degree or equivalent work experience * Minimum two years mortgage origination experience with a thorough knowledge of standard concepts, practices and procedures * Must have strong analytical skills to perform thorough, detailed and independent examinations of all loan documents * Relies on in-depth experience and judgment to plan and accomplish goals. Works under limited or no supervision * Requires strong knowledge of personal computer, Microsoft Office and other software used in department * Must be able to prepare documents and compose business letters and memorandums * Requires knowledge of office practices, procedures and general office machines These specifications are general guidelines based on the minimum experience normally considered essential to the satisfactory performance of this position. The requirements listed above are representative of the knowledge, skill and/or ability required to perform the position in a satisfactory manner. Individual abilities may result in some deviation from these guidelines.
    $18k-45k yearly est. 60d+ ago
  • Universal Banker (N Sarasota)

    Bayfirst Financial Corp

    Personal Banker Job 43 miles from Largo

    Universal Banker BayFirst National Bank is a full-service community bank as well as a national SBA Lender 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, including but not limited to extended banking center hours, Saturday coverage, as well as time for marketing and community events. Primary responsibilities include but are not limited to: Proficient in all bank products, programs, and services in order to provide our customers the best service possible. Ability to understand client's financial needs and make appropriate product recommendations and referrals. Meets or exceeds individual goals while supporting goals of the banking center. Performs routine customer transactions including deposits, withdrawals, cash advances, loan payments, transfers, check cashing, cashier's checks, and issues debit cards. Opens and closes accounts, including checking, savings, CDs, IRAs, and safe deposit boxes and balances daily transactions and verifies cash totals. Exceed client expectations in terms of accuracy, efficiency, courtesy, and professionalism. Ability to travel to the headquarters or other banking centers in the Tampa Bay region as needed. Qualifications include but are not limited to: This is an in-office role and candidate must be on-site. Ability to work flexible schedule (may include rotating Saturdays). Banking experience (desired) or 1+ years of cash handling experience. 1+ years customer service; sales experience a plus. High school diploma or equivalent. Multilingual or Bilingual a plus. Strong analytical and problem-solving skills. Excellent verbal and written communication skills. Detail-oriented. Positive retail mindset. Ability to manage multiple priorities under time constraints. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or status as a protected veteran.
    $29k-41k yearly est. 4d ago
  • Banking Representative

    Bank of Tampa 4.1company rating

    Personal Banker Job 21 miles from Largo

    It is the goal of our Banking Representatives to provide quality exceptional service to our clients and prospective clients while operating a paying and receiving client window, balancing individual cash drawers and performing a variety of transactions including deposits, cash checks, payments, CTR preparation and client inquiries. Primary Duties and Responsibilities Consistently delivers outstanding client service; providing premiere client satisfaction with a friendly demeanor, can-do attitude, and willingness to help at all times. Acts as a cultural ambassador to internal and external clients, providing a professional, exceptional, and supportive experience with each interaction. Initiates conversations to uncover client needs and be capable of effectively referring customers to business partners for the selling and cross-selling of Bank products and services to clients, so that personal and Bank goals are consistently met and /or exceeded. Demonstrate a developed rapport with the client base, greet by/use name, have knowledge of account ownership, be responsive and timely with requests and problem resolution and display a caring attitude. Maintain personally a balancing record that is in line with policy and have the ability to find and correct outages and to enlist help as needed for more difficult errors. Utilizes knowledge of the Bank policies and procedures and take responsibility to keep up to date on any changes. Continuously increase knowledge and skills through self-motivation, formal education, seminars and in-house training. Maintain a well-developed working knowledge of the complete line of products and services offered, taking responsibility to keep up to date and request assistance for further development needs. Communicates via written or verbal format, at a professional level common within a business setting. Works in a team environment with the able to interact well, and in a positive manner, with co-workers and management. Maintains a position of trust and responsibility by keeping all client business confidential. This job description reflects management's assignment of essential functions; it does not prescribe or restrict the tasks that may be assigned. Minimum Qualifications Experience with direct customer contact High school diploma/GED Preferred Qualifications Experience delivering high levels of customer service and working with clients on a daily basis. Experience working with Fiserv suite of systems. Our Way Preserve and enhance our culture in which the values of honesty, integrity, confidentiality, trust and respect are the underlying principles by which we work Make a meaningful difference in our community through our service and financial support Maintain a safe and sound institution that operates in conformity with the spirit as well as the letter of all applicable laws, rules and regulations, and to maintain open and forthright communication with our regulators Benefits You will have the opportunity to participate, subject to the terms and conditions of the respective plans, in a comprehensive package of benefits. As a highlight: Eligibility for health, dental, vision, life and disability insurance coverages Retirement Plan - 401k with matching ESOP- Employee Stock Ownership Plan Time away from work - vacation time, sick time and holidays Paid parental leave Tuition Assistance Professional development opportunities THE BANK OF TAMPA IS AN EQUAL OPPORTUNITY EMPLOYER A DRUG FREE WORKPLACE E-VERIFY EMPLOYER
    $36k-41k yearly est. 20h ago
  • Universal Banker - Central

    Republic Bancorp, Inc. 4.8company rating

    Personal Banker Job 14 miles from Largo

    "Republic Bank believes in the development and advancement of our associates. We offer the opportunity to learn all aspects of the company to prepare for future advancement. Come join our team for a career, not just a job!" Grade 6 About Republic Bank Republic Bank's values are built upon making an IMPACT for our clients, our associates and the communities we serve. (IMPACT stands for Innovate for the Future, Make it Easy, Provide Exceptional Service, Acknowledge & Celebrate Success, Commit to Caring and Thrive Together) The associates of Republic Bank are the key to our success as an organization and we value our associates. It's one of the reasons we've been named as one of the Best Places to Work in Kentucky for ten years! For more information about the company, please visit ********************* POSITION PURPOSE AND OBJECTIVES: The Universal Banker is responsible for providing efficient, professional, and quality customer service to all Republic Bank & Trust Company clients. This position is also responsible for selling business and consumer deposit products. Additionally, this position must deliver a high level of service by opening and closing deposit accounts, and directing customer service issues, and handling teller transactions. This position is also part of a team helping the banking center achieve their sales goals. Applicants must be authorized to work for any employer in the U.S. We are unable to sponsor or take over sponsorship of an employment Visa at this time. MINIMUM QUALIFICATIONS: * Minimum 2 years previous retail sales experience or 1-year Republic Retail Banking experience required. * Basic computer skills required. * Proficiency in Microsoft Office products and internet applications. * Previous loan experience preferred. * Fluent in English (speak, read, write, comprehend, communicate) required. Fluent in Spanish (speak, read, write, comprehend, communicate) preferred. ESSENTIAL JOB FUNCTIONS AND RESPONSIBILITIES: * Responsible for comprehensive, prompt, and efficient client transactions. Receives checks and cash for deposits to accounts, verifies amounts, examines checks for proper endorsement, and enters deposits into Horizon system. * Greet all clients as soon as they enter the banking center and work to develop a strong banking relationship with regular clients. * Consistently deliver the Republic Experience to every client. * Balances cash drawer each day, meeting Republic's standard of performance. * Performs SSR transaction overrides & makes hold decisions. * Receives mortgage, consumer loan and other payments, ensures the payments match balances due and enter payment into Horizon system. * Takes outgoing wire transfer requests; processes cash advances; cashes checks & processes withdrawals; opens & records the night drop deposit transactions; balancing ATM; research necessary information upon client's request while following all security procedures for the banking center. * Using consultative sales, engage in conversations with existing and potential clients for additional deposits and loans, effectively cross sell other bank products and services to ensure a solid client relationship, and identify opportunities for additional lines of business. * As needed, open and close all types of deposit accounts (checking, savings, CD's) both business and personal, following all bank policies and procedures. * Monitor activity of all new accounts, to ensure all cross sales have been properly activated and on-boarding is followed and completed. * Adhere to Bank's new client on boarding process and procedures. * Actively work calling lists of existing clients to cross sell for other products or expanded relationships, including retention of existing accounts. * Efficiently operate in the consumer loan system for credit card applications, unsecured loans, auto loans, and other consumer loans. * Maintain a working knowledge of compliance requirements affecting your position and area of responsibilities and actively learn new regulations and assist in the implementation, if required. * Model and foster behaviors that support the Bank's values and corporate culture creating an atmosphere of trust, cooperation, accountability, and dedication to the organization. * Willingly perform all other duties and projects as assigned. INTERPERSONAL SKILLS AND COMPETENCIES REQUIRED: * Excellent verbal communication skills required for effective interactions with clients to meet financial investment objectives and/or resolve problems or complaints. * Self-motivated and work well in a team environment. * Requires a high energy level and strong sense of urgency. * Well organized and able to multi-task. PHYSICAL REQUIREMENTS: The physical demands described here are representative of those that must be met by an associate to successfully perform the essential functions of this position. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. While performing the duties of this position, the associate is regularly required to sit, use hands to finger, handle, or feel; and talk or hear. The associate frequently is required to stand or walk. The associate is occasionally required to reach with hands and arms. The associate must occasionally lift and/or move 10 pounds. Specific vision abilities required by this position include close vision, and distance vision. The noise level in the work environment is usually moderate. OTHER REQUIREMENTS: * Travel between Republic Banking facilities is required. * Reliable transportation is required. * Limited out-of-town travel is required for training purposes for those outside of the Louisville Market. * Flexible work schedule that will include some evenings, weekends, and overtime. * Stay abreast of new developments, best practices, and statutory and regulatory changes. * Regular and predictable physical presence at the worksite is an essential function of this position. The above is intended to describe the general content of and requirements for the performance of this position. It is not construed as an exhaustive statement of duties, responsibilities, or requirements.
    $31k-36k yearly est. 11d ago
  • Universal Banker

    First Horizon Corp 3.9company rating

    Personal Banker Job 21 miles from Largo

    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 SUPERVISORY RESPONSIBILITIES No supervisory responsibilities 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. COMPUTER AND OFFICE EQUIPMENT SKILLS * Microsoft Office Suite * In addition, 10-key calculator; coin counter CERTIFICATES, LICENSES, REGISTRATIONS (Ex: CPA, Series 6 or 7 license, etc) * Not necessary Hours: * Monday - Thursday / 8:15 AM - 4:30 PM * Friday / 8:15 AM - 5:30 PM 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. 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. 35d ago
  • Banking Specialist

    Amerantbank

    Personal Banker Job 21 miles from Largo

    As a Banking Specialist, you help create the energy and excitement around Amerant Bank products, providing the right solutions and getting products into customers' hands. You understand that Amerant Bank is dedicated to delivering a customer experience that's unlike any other. It starts with you discovering customers' needs and with the support of your team members, you match those needs with the right products. Every day is an opportunity for you to turn another Amerant Bank customer into a loyal customer. Purpose of role is to provide teller and platform-based transactions, manage lobby activity and support mobile, online banking and digital solutions. In addition, provide education and knowledge of our consumer and small business products to existing and new customers. OPERATIONAL EXCELLENCE: Process all manner of financial transaction requests including but not limited to deposits, withdrawals, check cashing, issuance of cashiers' checks. Research and resolve issues related to end of day banking center balancing. May be responsible for functions related to the day-to-day operation of the ATM, cash recycler, drive thru and night drop. Ability to open new accounts and perform maintenance transactions on the Bank's platform system including debit card issuance and ongoing maintenance as well as completion of Know Your Customer requirements. Execute all operation responsibilities relative to opening and maintain all products and services. Review customers account activity to ensure compliance with Bank Secrecy Act. May be responsible for the daily review of overdraft, uncollected and significant balance change reports. Ability to originate new credit requests and respond to loan related inquiries. Follow Bank policies and procedures, as well as legal and regulatory requirements, including security and audit procedures. Adhere to all policies and procedures per Retail Banking's operating manuals, employee handbook and all other that apply to the position functions. Ensure all regulatory requirements as well as security and audit procedures are adhered to always. Responsible for ensuring individual acts do not lead to Bank operating losses as well as escalating potential concerns that could lead to Bank loss to appropriate supervisor. Identify, evaluate, monitor and make any recommendation deemed necessary to the Risk Management Committee in order to assess, reduce, eliminate or control any current or prospective risks to earnings or capital arising from violations of, or nonconformance with, laws, rules regulations, prescribed practices, internal policies and procedures or ethical standards. Ensure preventive measures are carried out to fully comply with current rules, regulations and internal policies relating to risks pertaining to BSA, USA Patriot Act, OFAC and other AML related issues. CUSTOMER SERVICE: Act as a customer advocate to ensure we meet the needs of our customers and prospects with the intent of enhancing customer retention and engagement. Resolve customer problems and follow up to ensure customer's expectations are met. Deliver customer experience for all segments to ensure quality customer experience every day every time. Provide quality customer service to all current and prospective customers as measured by Bank service standards. BUSINESS DEVELOPMENT: This position requires consistently meeting or exceeding sales goals as defined by management. Achieve out bound conversation expectations as defined by management. Responsible for acquiring, retaining and expanding new and existing customer relationships by providing a positive new account experience, profiling, assessing customer needs, and recommending and selling appropriate banking products and services. Take an active role in educating our customers on other banking channels to meet their needs. Responsible for learning and maintaining knowledge of Bank's products and services. Participate in business development activities in support of the banking center market development activities as requested. Actively participate in community organizations to promote the Bank brand as well as support business development initiatives. Refer prospects and clients to other lines of business according to determined segmentation (AMTI, Commercial Banking, etc.) BANK TRANSFORMATION: Adhere to expectations defined for banking centers as defined by management. Responsible for adhering to no personal space guidelines and that the banking center is clean and free of clutter. For Transformed Banking Centers: Responsible and able to utilize all elements within a transformed banking center: Welcoming Zone, Comfort Zone, Discovery Zone, Advisor Connect, Service Spots, Teller Tower, etc. Learn and encourage usage of all digital components in the banking center by banking center guests. May be the Digital Advocate for the banking centers. Responsibilities include being an expert on the Bank's Online Banking (personal and business) and Mobile Banking channels to be able to assist customers and promote their sale and usage. Responsible for educating other team members on digital channels. Adhere to and participate in lobby management standards including acting in the Greeter role. Greet customers/prospects in the lobby in accordance with banking center defined standards. Adhered to defined career wear standards. OTHER: Live the Bank values every day. Complete mandatory training and required responsibilities to have knowledge of complete lines of products and services. May have approval authority. May be asked to train and aid less experience banking center team members. Cooperates with superiors, peers to accomplish team and Bank goals. Ability to work in different assigned banking centers within the region. Other duties as required. Minimum Work Experience Requirements: Banking Specialist IV requires over 5 years' experience in Bank sales / service environment or equivalent experience to include sales results. Minimum Education Requirement: High School or GED required. AA or Bachelor's Degree preferred. English required, and certain markets may require second language skills. Functional Skills & Knowledge Requirements: Must be a team player, can work under pressure, have a professional image and be able to resolve problems and conflicts. Must be able to prioritize work and effectively manage time. Must possess basic business communications skills such as advanced writing, listening and have basic office and mathematics skills, and customer service skills. Possession of professional skills such as report writing, basic statistics, effective presentation skills and creative skills are required. Must possess sales and negotiation skills. *Applicant must be NMLS registered and provide the company with their NMLS number or be willing to register in NMLS upon accepting an employment offer. Additionally, FBI Criminal Background and credit checks must be successfully passed within the first 30 days of employment, or 30 days from the date of the upload (whichever occurs first).
    $29k-46k yearly est. 10d ago
  • Banking Specialist

    Amerant Bancorp Inc.

    Personal Banker Job 21 miles from Largo

    As a Banking Specialist, you help create the energy and excitement around Amerant Bank products, providing the right solutions and getting products into customers' hands. You understand that Amerant Bank is dedicated to delivering a customer experience that's unlike any other. It starts with you discovering customers' needs and with the support of your team members, you match those needs with the right products. Every day is an opportunity for you to turn another Amerant Bank customer into a loyal customer. Purpose of role is to provide teller and platform-based transactions, manage lobby activity and support mobile, online banking and digital solutions. In addition, provide education and knowledge of our consumer and small business products to existing and new customers. OPERATIONAL EXCELLENCE: * Process all manner of financial transaction requests including but not limited to deposits, withdrawals, check cashing, issuance of cashiers' checks. * Research and resolve issues related to end of day banking center balancing. * May be responsible for functions related to the day-to-day operation of the ATM, cash recycler, drive thru and night drop. * Ability to open new accounts and perform maintenance transactions on the Bank's platform system including debit card issuance and ongoing maintenance as well as completion of Know Your Customer requirements. Execute all operation responsibilities relative to opening and maintain all products and services. * Review customers account activity to ensure compliance with Bank Secrecy Act. * May be responsible for the daily review of overdraft, uncollected and significant balance change reports. * Ability to originate new credit requests and respond to loan related inquiries. * Follow Bank policies and procedures, as well as legal and regulatory requirements, including security and audit procedures. * Adhere to all policies and procedures per Retail Banking's operating manuals, employee handbook and all other that apply to the position functions. Ensure all regulatory requirements as well as security and audit procedures are adhered to always. * Responsible for ensuring individual acts do not lead to Bank operating losses as well as escalating potential concerns that could lead to Bank loss to appropriate supervisor. * Identify, evaluate, monitor and make any recommendation deemed necessary to the Risk Management Committee in order to assess, reduce, eliminate or control any current or prospective risks to earnings or capital arising from violations of, or nonconformance with, laws, rules regulations, prescribed practices, internal policies and procedures or ethical standards. * Ensure preventive measures are carried out to fully comply with current rules, regulations and internal policies relating to risks pertaining to BSA, USA Patriot Act, OFAC and other AML related issues. CUSTOMER SERVICE: * Act as a customer advocate to ensure we meet the needs of our customers and prospects with the intent of enhancing customer retention and engagement. * Resolve customer problems and follow up to ensure customer's expectations are met. * Deliver customer experience for all segments to ensure quality customer experience every day every time. * Provide quality customer service to all current and prospective customers as measured by Bank service standards. BUSINESS DEVELOPMENT: * This position requires consistently meeting or exceeding sales goals as defined by management. * Achieve out bound conversation expectations as defined by management. * Responsible for acquiring, retaining and expanding new and existing customer relationships by providing a positive new account experience, profiling, assessing customer needs, and recommending and selling appropriate banking products and services. * Take an active role in educating our customers on other banking channels to meet their needs. * Responsible for learning and maintaining knowledge of Bank's products and services. * Participate in business development activities in support of the banking center market development activities as requested. * Actively participate in community organizations to promote the Bank brand as well as support business development initiatives. * Refer prospects and clients to other lines of business according to determined segmentation (AMTI, Commercial Banking, etc.) BANK TRANSFORMATION: * Adhere to expectations defined for banking centers as defined by management. * Responsible for adhering to no personal space guidelines and that the banking center is clean and free of clutter. * For Transformed Banking Centers: Responsible and able to utilize all elements within a transformed banking center: Welcoming Zone, Comfort Zone, Discovery Zone, Advisor Connect, Service Spots, Teller Tower, etc. * Learn and encourage usage of all digital components in the banking center by banking center guests. * May be the Digital Advocate for the banking centers. Responsibilities include being an expert on the Bank's Online Banking (personal and business) and Mobile Banking channels to be able to assist customers and promote their sale and usage. Responsible for educating other team members on digital channels. * Adhere to and participate in lobby management standards including acting in the Greeter role. Greet customers/prospects in the lobby in accordance with banking center defined standards. * Adhered to defined career wear standards. OTHER: * Live the Bank values every day. * Complete mandatory training and required responsibilities to have knowledge of complete lines of products and services. * May have approval authority. * May be asked to train and aid less experience banking center team members. * Cooperates with superiors, peers to accomplish team and Bank goals. * Ability to work in different assigned banking centers within the region. * Other duties as required. Minimum Work Experience Requirements: Banking Specialist IV requires over 5 years' experience in Bank sales / service environment or equivalent experience to include sales results. Minimum Education Requirement: High School or GED required. AA or Bachelor's Degree preferred. English required, and certain markets may require second language skills. Functional Skills & Knowledge Requirements: Must be a team player, can work under pressure, have a professional image and be able to resolve problems and conflicts. Must be able to prioritize work and effectively manage time. Must possess basic business communications skills such as advanced writing, listening and have basic office and mathematics skills, and customer service skills. Possession of professional skills such as report writing, basic statistics, effective presentation skills and creative skills are required. Must possess sales and negotiation skills. * Applicant must be NMLS registered and provide the company with their NMLS number or be willing to register in NMLS upon accepting an employment offer. Additionally, FBI Criminal Background and credit checks must be successfully passed within the first 30 days of employment, or 30 days from the date of the upload (whichever occurs first).
    $29k-46k yearly est. 29d ago

Learn More About Personal Banker Jobs

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:
  1. Wells Fargo
  2. The PNC Financial Services Group
  3. PNC
  4. GTE Financial
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