Patient Financial Services Representative-Thoracic Surgery-FT-Days-MPG
Personal banker job in Hollywood, FL
At Memorial, we are dedicated to improving the health, well-being and, most of all, quality of life for the people entrusted to our care. An unwavering commitment to our service vision is what makes the difference. It is the foundation of The Memorial Experience.
Summary
The Patient Financial Services Representative (PFSR) serves as the first point of contact in greeting patients and guarantors in the hospital, ambulatory or medical office setting. The PFSR engages with the patient or guarantor to obtain pertinent information and answer any questions in an effort to ensure that all required demographic, financial, and insurance eligibility information is gathered and verified. Ensures all required notices and consent forms are signed accordingly.
Responsibilities
Provides exceptional customer service and ensures all questions and concerns are addressed in a timely and courteous manner. May guide the patient to appropriate destination for services.Obtains pre-certification and authorization.Verifies insurance benefits including obtaining insurance card(s) and confirms coverage is active. Determines correct insurance filing order, if multiple insurance coverages are effective for that service.Explains polices including all regulatory and financial consent forms; secures all required signatures.May perform patient discharge functions including, but not limited to, review of after visit summary (AVS), future appointment scheduling, and referrals.Interviews patients and guarantors at the workstation or bedside to obtain all necessary information, including a copy of the patient or guarantor identification card.May confirm physician and prescription orders ensuring accuracy.May schedule walk-in appointments for services offered.Collects patient out-of-pocket responsibility per collection guidelines. Provides patient estimates as requested. Prepares and balances a daily deposit of all payment collections.
Competencies
ACCOUNTABILITY, ACCURACY & QUALITY, CUSTOMER SERVICE, EFFECTIVE COMMUNICATION, ORGANIZATION SKILLS, PATIENT AND FAMILY CENTERED CARE, PROBLEM SOLVING, PRODUCTIVITY, RESPONDING TO CHANGE, STANDARDS OF BEHAVIOR, TEAM WORK
Education And Certification Requirements
High School Diploma or Equivalent (Required)
Additional Job Information
Complexity of Work: Requires excellent communication skills, critical thinking skills, decisive judgment, and the ability to work with minimal supervision. Must be able to work in a stressful environment and take appropriate action. Ability to work and build relationships collaboratively. Required Work Experience: No experience required. One (1) year of related hospital, medical office, or customer service experience preferred. Other Information: In Memorial Physician Group (specialty practices), additional responsibilities include: (1) obtain specialty authorizations (2) authorization denial and peer to peer process (3) patient care navigation ex: surgical and procedural coordination and scheduling for patient specific populations (4) handle all incoming calls and physician and hospital back line (5) obtain and confirm referrals In the Hospital, additional responsibilities include: (1) Upon validation of patient identity, place identification band on patient (2) obtain signatures for hospital specific regulatory forms not required in an ambulatory or office setting (3) obtain authorizations for walk-in appointments (4) determine when financial assistance is needed.In Memorial Primary Care, additional responsibilities include: (1) MIH-MPC program patient referral, payment collection and eligibility scheduling (2) process referral work-ques and same day access requests (3) work with Patient Access Center on real time patient requests (4) address prescription refill requests, patient advice requests through MyChart, and provider scheduling template.
Working Conditions And Physical Requirements
Bending and Stooping = 60%
Climbing = 0%
Keyboard Entry = 100%
Kneeling = 0%
Lifting/Carrying Patients 35 Pounds or Greater = 60%
Lifting or Carrying 0 - 25 lbs Non-Patient = 80%
Lifting or Carrying 2501 lbs - 75 lbs Non-Patient = 40%
Lifting or Carrying > 75 lbs Non-Patient = 0%
Pushing or Pulling 0 - 25 lbs Non-Patient = 80%
Pushing or Pulling 26 - 75 lbs Non-Patient = 80%
Pushing or Pulling > 75 lbs Non-Patient = 0%
Reaching = 80%
Repetitive Movement Foot/Leg = 0%
Repetitive Movement Hand/Arm = 80%
Running = 0%
Sitting = 80%
Squatting = 80%
Standing = 80%
Walking = 80%
Audible Speech = 80%
Hearing Acuity = 80%
Smelling Acuity = 0%
Taste Discrimination = 0%
Depth Perception = 80%
Distinguish Color = 0%
Seeing - Far = 80%
Seeing - Near = 80%
Bio hazardous Waste = 60%
Biological Hazards - Respiratory = 60%
Biological Hazards - Skin or Ingestion = 60%
Blood and/or Bodily Fluids = 60%
Communicable Diseases and/or Pathogens = 60%
Asbestos = 0%
Cytotoxic Chemicals = 0%
Dust = 0%
Gas/Vapors/Fumes = 60%
Hazardous Chemicals = 60%
Hazardous Medication = 60%
Latex = 60%
Computer Monitor = 100%
Domestic Animals = 0%
Extreme Heat/Cold = 0%
Fire Risk = 0%
Hazardous Noise = 0%
Heating Devices = 0%
Hypoxia = 0%
Laser/High Intensity Lights = 0%
Magnetic Fields = 0%
Moving Mechanical Parts = 0%
Needles/Sharp Objects = 60%
Potential Electric Shock = 0%
Potential for Physical Assault = 40%
Radiation = 0%
Sudden Decompression During Flights = 0%
Unprotected Heights = 0%
Wet or Slippery Surfaces = 40%
Shift
Primarily for office workers - not eligible for shift differential
Disclaimer: This job description is not intended, nor should it be construed to be an exhaustive list of all responsibilities, skills, efforts or working conditions associated with the job. It is intended to indicate the general nature and level of work performed by employees within this classification.
Wages shown on independent job boards reflect market averages, not specific to any employer. We encourage candidates to talk to their Memorial Healthcare System recruiter to discuss actual pay rates, during the hiring process.
Memorial Healthcare System is proud to be an equal opportunity employer committed to workplace diversity.
Memorial Healthcare System recruits, hires and promotes qualified candidates for employment opportunities without regard to race, color, age, religion, gender, gender identity or expression, sexual orientation, national origin, veteran status, disability, genetic information, or any factor prohibited by law.
We are proud to offer Veteran's Preference to former military, reservists and military spouses (including widows and widowers). You must indicate your status on your application to take advantage of this program.
Employment is subject to post offer, pre-placement assessment, including drug testing.
If you need reasonable accommodation during the application process, please call ************ (M-F, 8am-5pm) or email *******************************
Experienced Equities Trader - Miami, FL
Personal banker job in Miami, FL
“You can be better tomorrow than you are today!”- Mike Bellafiore, The PlayBook SMB Capital, in a “JV” (joint venture) with Kershner Trading Group in NYC, is looking for experienced US Equities Traders located in Miami, FL with a strong track record, who seek capital and technology to build their trading business. Our technology will help you play more offense and make more PnL: proprietary execution platform, custom filters, single stock scripts and automated trading.
The SMB Capital - Kershner Trading Group JV provides all capital and a PnL firm infrastructure to traders, who actively trade stock instruments in financial markets. Traders share the profits from their trading activity with the firm. Each trader sets their own style and strategy, but in general, traders buy and sell in U.S. equity, options, and futures markets on both a manual and automated basis. Compensation in this role is based fully on an individual trader's performance.
The JV provides unique opportunities to talented, energetic people, rooted in the philosophy that everyone can do more than they realize if they try. The JV empowers independent thinkers who have the discipline to set long-term goals, the adaptability to “shift gears” but still stay on course, and who are open to being both a student and teacher in a learning organization.
In short, the Experienced Equities Trader role is a chance to join a high-performance team of:
experienced traders pushing their skills and adapting to new market opportunities;
talented technology professionals developing leading-edge trading and market analytics systems;
quantitative/business analysts providing tools and insights to fuel business growth;
top-notch support staff who keep everything humming and meet all challenges in a cool, casual atmosphere.
Our JV is currently seeking qualified candidates in Miami, FL who are excited about the prospect of pushing their own professional limits. Think you can do more? What are you capable of?
Graduate Execution Trader
Personal banker job in Fort Lauderdale, FL
Job Description
Who we are:
At Caleb and Brown, we're on a mission to connect people to the world of cryptocurrency through education and information. Headquartered in Melbourne, Australia, and now powered by Swyftx, we have grown in the last nine years to become one of the leading cryptocurrency brokerage firms globally. By fostering a culture of crypto experience married with professional services, we are building the bridge to the traditional financial world. We are seeking a motivated and detail oriented individual to join our team as an Execution Trader.
Your Role:
As a Graduate Execution Trader, you will be a critical part of our Operations Team. Your primary responsibility will be to maintain, and oversee the systems that execute trades across various cryptocurrency venues. This is a hands-on role that requires a deep understanding of market dynamics, execution algorithms, and backend systems. You will be instrumental in ensuring our client's trade requests are executed efficiently, securely, and reliably in a 24/7 market environment.
The responsibilities will include:
Backend order management - Processing of manual order execution, overseeing of automated order execution, oversee liquidity management to ensure orders can process effectively, ensure trade requests fulfil risk criteria before execution.
Backend settlements management - Overseeing of client cryptocurrency deposit, withdrawal and address testing requests and assistance in settlement adjustments.
Ensure reconciliation alerts from orders and settlements are rectified in a timely manner.
Conduct research on digital currency networks to ensure they fulfil our compliance policy before listing.
Maintain oversight of listed digital currency token migrations across networks and prepare for any operational changes required.
Maintain personal diligence in handling sensitive data to uphold security.
Provide blockchain and internal system technical assistance to the broker team and customers
Please note this role is not a Proprietary Trading role and will be proudly sitting within our operations department and is not part of our Brokerage Team currently. Please feel free to check out our other opportunities for client facing roles.
Requirements
About you:
1 - 3 years of professional experience
An entrepreneurial, agile, self-starter with initiative and a desire to keep developing every day
Strong numerical and quantitative analysis skills
Decisiveness with the ability to process complicated information quickly and accurately under pressure
A passion for cryptocurrency is highly regarded
Benefits
Learn from a team of experienced cryptocurrency experts
Competitive compensation that recognises experience and impact
4 reset days each year - additional paid days off to pause and prioritise wellbeing
Hybrid working arrangements designed around trust and autonomy
Access to our Fort Lauderdale office for in-office work, where we collaborate and connect locally
0% trading fees with Caleb and Brown
Private Banker
Personal banker job in West Palm Beach, FL
Morgan Stanley (“MS”) is a global financial services firm that conducts its business through three principal business segments-Institutional Securities, Wealth Management, and Asset Management. Wealth Management provides comprehensive financial advice and services to its clients including brokerage, investment advisory, financial and wealth planning, credit & lending, deposits & cash management, annuities, insurance, retirement and trust services.
We are seeking a high potential candidate (“Private Bankers” or “PB”) to join our Sales Team in the Private Banking Group. The Private Banker will build Advisor product awareness and understanding of the full cash management and lending platform within their assigned office(s).
Job Description/Position Responsibilities
Partner with FAs to provide advice and potential cash management and lending solutions to clients
Build product awareness and understanding among Financial Advisors
Partner with Financial Advisors to profile their client base, identify and analyze business opportunities and succeed in growing new cash management and lending revenue
Build, promote and maintain adequate pipeline of opportunities to meet all Private Banking targets, including, but not limited to production, balances, revenue, Advisor participation, units, etc.
Establish a reputation of execution and excellence. Gain confidence of FAs to fully develop the cash management and lending opportunities with their clients
Develop and present creative and intelligent solutions and advise in structuring client transactions or offer constructive alternatives
Partner with the Associate Private Banker(s) to provide FA and their client(s), Private Banking products/solutions, distribution and service support
Act as the subject matter expert for FA, Branch and client inquires on Private Banking products and services
Understand competitive environment and develop strategies to retain and win new business
Develop and implement product marketing strategies with Branch Management and FA team
Work with and communicate effectively with Financial Advisors, Branch Managers, Branch staff and Product partners
Qualifications:
Minimum of 7 years of successful lending business development experience with an investment, commercial or private bank
Expert knowledge of credit products including credit cards, residential mortgage products, home equity lines of credit, securities-based loans, high net worth tailored lending products and commercial credit facilities
Experience in understanding the financial needs of all types of clients
Proven new business development / origination experience with Lending products is required
Completion of formal credit training strongly preferred
Bachelor's degree preferred or relevant experience
Skills/Abilities:
Strong relationship building capabilities with Financial Advisors, Branch Managers, Clients, Product Specialists and matrix partners
Strong understanding of the suite of all cash management and lending products including bank deposits, certificates of deposits, credit cards, residential mortgage products, home equity lines of credit, securities-based loans, high net worth tailored lending products & commercial credit products
Ability to understand the financial needs of the retail brokerage clientele.
Ability to efficiently, tactfully & professionally screen, manage and/or decline transactions while maintaining FA and client relationships
Possess excellent business development and marketing skills and desire to consistently achieve top revenue results
Maintain poise, presence and professionalism with FAs and their affluent clients in the most difficult circumstances
Demonstrate positive initiative, leadership and comfort working in a fast-paced environment
Detail orientation with strong organizational and analytical skills
Ability to train Financial Advisors on product suite
Possess excellent oral and written communication skills
Exceptional presentation skills
Ability to meet deadlines and manage Financial Advisor and client expectations
Good collaboration skills in a team-oriented environment
WHAT YOU CAN EXPECT FROM MORGAN STANLEY:
We are committed to maintaining the first-class service and high standard of excellence that have defined Morgan Stanley for over 89 years. Our values - putting clients first, doing the right thing, leading with exceptional ideas, committing to diversity and inclusion, and giving back - aren't just beliefs, they guide the decisions we make every day to do what's best for our clients, communities and more than 80,000 employees in 1,200 offices across 42 countries. At Morgan Stanley, you'll find an opportunity to work alongside the best and the brightest, in an environment where you are supported and empowered. Our teams are relentless collaborators and creative thinkers, fueled by their diverse backgrounds and experiences. We are proud to support our employees and their families at every point along their work-life journey, offering some of the most attractive and comprehensive employee benefits and perks in the industry. There's also ample opportunity to move about the business for those who show passion and grit in their work.
To learn more about our offices across the globe, please copy and paste ***************************************************** into your browser.
Morgan Stanley's goal is to build and maintain a workforce that is diverse in experience and background but uniform in reflecting our standards of integrity and excellence. Consequently, our recruiting efforts reflect our desire to attract and retain the best and brightest from all talent pools. We want to be the first choice for prospective employees.
It is the policy of the Firm to ensure equal employment opportunity without discrimination or harassment on the basis of race, color, religion, creed, age, sex, sex stereotype, gender, gender identity or expression, transgender, sexual orientation, national origin, citizenship, disability, marital and civil partnership/union status, pregnancy, veteran or military service status, genetic information, or any other characteristic protected by law.
Morgan Stanley is an equal opportunity employer committed to diversifying its workforce (M/F/Disability/Vet).
Auto-ApplyPrivate Client Banker - Sheridan St and Federal Hwy - Hollywood, FL
Personal banker job in Hollywood, FL
JobID: 210687237 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: **************************************************************************
Auto-ApplyFuture Position at rbb
Personal banker job in Coral Gables, FL
We always are excited to meet talented communications professionals, even if we don't have an opening that matches your level of experience. We encourage you to apply here to start the conversation and be on our radar for future opportunities..
** Minimum Qualifications:**
- Competed college degree and agency experience.
- Excellent written and verbal communication skills.
- Strong organizational and multitasking abilities.
- Proficiency in various communication tools and platforms.
- Ability to work proactively and effectively in a team environment or independently.
**Application Process:**
If you are a dedicated communications professional eager to contribute to our organization, please submit your application here. We are committed to reviewing all submissions and will reach out when a suitable opportunity becomes available.
Sports Trader
Personal banker job in Miami, FL
About BetrFounded in 2022 by Joey Levy and Jake Paul, Betr is building the world's first real money gaming super app. The company's first product, Betr Picks, launched in September 2023 and quickly grew to several hundreds of thousands of paying users that have already won $250M on the platform. Betr recently launched Betr Arcade with plans on launching additional new nationwide gaming products within its single app experience in 2025 to further differentiate its product offering. In addition to its single-app experience, Betr's gaming products are differentiated through a unique, simplified user interface that is catered to the casual sports fan and gamer, enabling Betr to capture more of the under-penetrated online gaming addressable market.
Betr's media division, Betr Media, is one of the fastest growing sports gaming media brands in the U.S. and helps support the company's user acquisition and retention efforts.
Betr is backed by Fuel Venture Capital, Aliya Capital Partners, IA Sports Ventures, FinSight Ventures, Florida Funders, Harmony Partners, 8vc, and other top-tier investors.
About The Role:The Betr team is looking for a Sports Trader with enthusiasm and passion for the sports gaming industry. Reporting into our Head of Sports Trading, you will have a direct impact on both revenue profitability and expanding our market offerings. You will be the person behind the odds that our users bet on, using a variety of data to formulate what Betr believes are the most accurate odds, and then managing those odds throughout their lifecycle. This role will require scheduling flexibility and working on holidays and weekends when necessary. You will join a new, exciting, & fast growing team looking to build innovative products!
This role is based in Miami, Florida. You must be based in this area or be willing to relocate to be considered for this position. It will require scheduling flexibility including working nights, holidays, and weekends when necessary. What You'll Do:
Manage risk and liability of all DFS player props games in accordance with Betr risk and trading SOP's
Monitor league news and injuries to make real time market adjustments
Adjust Betr markets in coordination with the market consensus
Assist in analyzing daily reports to ensure proper player profiling as well as other key metrics
Collaborate with operations to enhance the best customer experience
About You:
3+ years of experience trading in a DFS or Sports Betting platform
Strong analytical skills and ability to calculate odds
Highly motivated self-starter with a proactive approach to problem-solving and a passion for staying up-to-date with industry trends and best practices
Problem solving and strong critical thinking
You thrive in a fast paced environment and are not intimidated by ambiguity or change
Excellent verbal, written, and interpersonal skills with the ability to communicate clearly and effectively with team members and stakeholders, both internally and externally
Self-motivated the the ability to drive initiatives from end-to-end, holding yourself to a high standard of excellence
An entrepreneurial mindset with excellent organizational skills, the ability to be flexible, & prioritize responsibilities
Bonus Points:
Passionate and enthusiastic about a wide range of sports
Experience in high pressure and high volume situations
At Betr, we're driven by a shared vision to reshape the sports & gaming industry. As a dynamic startup poised for remarkable growth, we're dedicated to crafting innovative experiences that cater to sports enthusiasts across the nation. We believe in pushing boundaries, embracing diversity, and fostering a collaborative culture that extends beyond the world of sports. Join us in shaping the future of sports entertainment!
Betr provides equal employment opportunities (EEO) to all employees and applicants for employment without regard to race, color, religion, sex, national origin, age, disability, genetics, sexual orientation, gender identity or gender expression. We deeply understand the value of bringing together a team with different perspectives, educational backgrounds, and life experiences. We encourage people from underrepresented backgrounds to apply
Thank you for your interest in Betr. We look forward to reviewing your application.We may use artificial intelligence (AI) tools to support parts of the hiring process, such as reviewing applications, analyzing resumes, or assessing responses. These tools assist our recruitment team but do not replace human judgment. Final hiring decisions are ultimately made by humans. If you would like more information about how your data is processed, please contact us.
Auto-ApplyTraders Market Desk Executive
Personal banker job in Miami, FL
Type: Full-Time
Compensation: $155,000-$215,0000
QF Analytics LLC is a company focused on developing proprietary trading technology and providing strategic marketing support for the global trading platform, Quantfury. Quantfury is a regulated global brokerage, operating in more than 65 countries, with annual client transaction volume surpassing $220 bln.
QF Analytics is seeking a skilled professional with extensive experience in financial markets. You will leverage your deep trading industry knowledge and expertise to enhance business and marketing initiatives, driving operational excellence in a dynamic, fast-paced environment.
Required Qualifications:
5+ years of experience in trading and investment and/or portfolio management experience within a bank, hedge fund, asset management firm, or similar financial institution.
Deep expertise in financial markets, with experience trading multiple asset classes (e.g., equities, bonds, FX, commodities, or derivatives).
Knowledge of economic indicators (e.g., GDP, inflation, interest rates) and their impact on financial markets.
Exceptional analytical, with meticulous attention to detail and the ability to synthesize complex data under pressure.
Excellent written and verbal communication skills.
Proficiency in Spanish is strongly preferred
What We Offer:
Competitive salaries, often better than industry, for comparable roles;
Daily premium lunch catering, and keeping the office stacked with fruits and snacks;
Comprehensive health benefits plan that kicks in after 90 days of successful employment, including access to exclusive employee discounts;
Bonus and incentive programs
Universal Banker
Personal banker job in Delray Beach, FL
Northern Trust, a Fortune 500 company, is a globally recognized, award-winning financial institution that has been in continuous operation since 1889. Northern Trust is proud to provide innovative financial services and guidance to the world's most successful individuals, families, and institutions by remaining true to our enduring principles of service, expertise, and integrity. With more than 130 years of financial experience and over 22,000 partners, we serve the world's most sophisticated clients using leading technology and exceptional service.
This is an office-based position and for the effective performance of this role, the duties and responsibilities must be carried out onsite.
Under direct supervision, the Universal Banker will be responsible for delivering an exceptional client service experience while servicing clients with a full range of banking products and services. Interacts with clients in person, via telephone and email, responding to inquiries and providing information as requested. Responsible for executing and/or submitting various administrative and operational activities related to clients, banking products and services. Primary activities may include establishing and/or submitting requests for new accounts, closing accounts, account maintenance, money movement, as well as addressing client inquiries.
Key responsibilities include:
1. Executes and/or submits client account servicing requests within appropriate time frames, including but not limited to submitting wires and fund transfers, preparing required documentation, opening and closing accounts, maintenance of accurate and complete account records, imaging of documents, and researching of client issues.
2. Handles paying and receiving activities, including cash transactions and daily balancing activities. Fully understands and adheres to all Wealth Management Lobby Banking Operations policies and procedures as documented on the Wealth Management Intranet.
3. Develops a strong understanding of required steps involved with each request, communicating with relationship management and operations teams as appropriate to obtain necessary information to properly execute the requested activity.
4. Maintains a strong understanding of policies and procedures and addresses the requirements of each activity in a timely fashion and in strict adherence with Northern Trust and Wealth Management Risk Management and Compliance guidelines and procedures, promptly escalating any issues and/or concerns to management.
5. Develops a strong knowledge of the various business applications critical to client and account servicing, including on-line tools and seeks to expand knowledge of the latest enhancements to Northern Trust partner and client technology and/or systems in order to maintain highest standards of servicing.
6. Assist with maintenance and servicing of Safe Deposit Boxes in offices where available.
7. Keeps informed of new or existing Northern Trust and Wealth Management products, services and compliance requirements to respond to client questions and to assist in selling services which results in expanding the overall client relationship.
8. Monitors banking reports as well as provides assistance with banking audits as directed by the Team Leader / Manager.
The successful candidate will benefit from having:
* Knowledge of federal regulation, banking guidelines, banking operations, products and services, acquired through related work experience is preferred.
* Strong client service skills, problem solving, and organizational skills are required to identify, research and/or resolve requests.
* Ability to think critically and to work well independently and as part of a team.
* Strong verbal and written communication skills.
* 2-3 years of related experience.
Working with Us:
As a Northern Trust partner, greater achievements await. You will be part of a flexible and collaborative work culture in an organization where financial strength and stability is an asset that emboldens us to explore new ideas.
Movement within the organization is encouraged, senior leaders are accessible, and you can take pride in working for a company committed to assisting the communities we serve! Join a workplace with a greater purpose.
We'd love to learn more about how your interests and experience could be a fit with one of the world's most admired and sustainable companies! Build your career with us and apply today. #MadeForGreater
Reasonable accommodation
Northern Trust is committed to working with and providing reasonable accommodations to individuals with disabilities. If you need a reasonable accommodation for any part of the employment process, please email our HR Service Center at *****************.
We hope you're excited about the role and the opportunity to work with us. We value an inclusive workplace and understand flexibility means different things to different people.
Apply today and talk to us about your flexible working requirements and together we can achieve greater.
Auto-ApplyPrivate Client Banker - Harbor Shops - Fort Lauderdale, FL
Personal banker job in Fort Lauderdale, FL
You have a passion for taking care of our customers and employees and making them feel welcomed and valued by building lasting relationships, doing the right thing, exceeding expectations and having a strong commitment to diversity and inclusion. Here at Chase, you will have the opportunity to help people experience our Customer Promise -- helping people make the most of their money so they can make the most of their lives by providing education and advice tailored to suit their financial needs.
As a Private Client Banker in Branch Banking, you are the main point of contact for a select group of Chase's affluent clients as well as other customers in the Branch. You will manage their complete banking relationship across the company, utilizing a proactive and disciplined approach to generate growth in their balances. You will help acquire new clients by actively soliciting referrals and developing internal and external sources.
Job responsibilities
Shares the value of Chase Private Client with clients that may be eligible
Actively manages their banking relationship through an advice-based approach, ensuring each client receives the best products and services for their needs
Partners with Specialists (Private Client Advisors, Mortgage Bankers and Business Relationship Managers) to connect customers to experts who can help them with specialized financial needs
Makes lives of clients more convenient by sharing and setting up self-service options to access their accounts 24 hours a day/ 7 days a week
Adheres to policies, procedures, and regulatory banking requirements
Required qualifications, capabilities, and skills
Demonstrated success using a value-added, relationship-oriented approach to acquire and deepen client relationships
1+ year Branch Banking Banker or equivalent experience in financial services, with verifiable success in new client acquisition, cultivating, and maintaining customer relationships and revenue generation
Beginning Oct. 1, 2018, if you are not currently registered, the Securities Industry Essential (SIE) exam, FINRA Series 6/7, state registration (including 63 or 66 if required) and Life licenses are required - or must be successfully completed within 180 days of starting the role
Compliance with Dodd Frank/Truth in Lending Act*
High school degree, GED, or foreign equivalent
Adherence to policies, procedures, and regulatory banking requirements
Ability to work branch hours, including weekends and some evenings
Preferred qualifications, capabilities, and skills
Excellent communication skills
College degree or military equivalent
Experience cultivating relationships with affluent clients
Strong team orientation with a commitment of long-term career with the firm
Dodd Frank/Truth in Lending Act
This position is subject to the Dodd Frank/Truth in Lending Act qualification requirements for Loan Originators. As such, an employment offer for this position is contingent on JPMC's review of your criminal conviction history, credit report, information available through NMLS, and any other information relevant to a determination by JPMC that you demonstrate financial responsibility, good character, and general fitness for the position. Note that any felony conviction within the last seven years will disqualify you from consideration for this position. Your continued employment in this position would be contingent upon compliance with Truth in Lending Act/Dodd Frank Loan Originator requirements.
In addition, this position requires National Mortgage Licensing System and Registry (NMLS) registration under the SAFE Act of 2008. As such, upon active employment with JPMorgan Chase, you will be required to either register on NMLS, or to update your existing registration as necessary to grant access to and reflect your employment with JPMorgan Chase. Your continued employment in this position with JPMorgan Chase is contingent upon compliance with the SAFE Act, including successful registration immediately after your start date, and timely completion of annual renewal and required updates thereafter.
Any information obtained during the registration, update, and renewal processes or through NMLS notifications may impact your employment with the firm. Any of the completed information you provide during the Chase on-line application process may be transferred, on your behalf, to NMLS by JPMorgan Chase. Please carefully review the information you provide to Chase for accuracy and consistency and with any current NMLS record, if applicable, before submitting. Further information about NMLS and registration requirements of registration can be found at: **************************************************************************
Auto-ApplyUniversal Banker
Personal banker job in Hollywood, FL
Summary: The Universal Banker is responsible for assisting customers with all their banking needs. Provides full service to customers and non-customers seeking banking information and identifies potential opportunities for cross-selling and possible referrals. Provides exceptional customer service.
Requirements
Essential Duties and Responsibilities:
1. Proficient in teller transactions.
2. Understands its individual goal and purpose to enhance the company's performance.
3. Identifies and evaluates client's needs by utilizing financial profiles to determine cross-sale opportunities to meet production objectives.
4. Maintains frequent contact with clients, returning all incoming calls and addressing problems/questions.
5. Assists customers with the account opening process, following the Bank's guidelines.
6. Assists customers with changes of address requests, profile updates, funds transfers' request, call backs and all other inquiries.
7. Responsible for growing revenue through loans, deposits, and other banking products.
8. Increase profits by establishing new accounts within the community while servicing established customer base.
9. Assists in resolving customer problems beyond the supervisory level in all operational areas.
10. Performs BSA enhanced due diligence through daily monitoring of various customer transaction reports.
11. Monitors debit/ATM fraud alerts and takes appropriate action.
12. Assists customers with fraud and/or identity theft issues.
13. Handles Regulation E disputes and adjustments for the bank's customers.
14. Manages the operation, security, servicing, and balancing of all branch ATMs
15. Completes and files various bank reports on a quarterly basis.
16. Participates in monthly branch manager meetings.
17. Performs daily, weekly, monthly and quarterly auditing and reporting established by the bank's policies and procedures.
18. Participates in training seminars in all operations areas.
19. Supervises duties of tellers, coordinating their workflow and schedules and assist on teller line.
20. Ensures that all tellers handle themselves in a businesslike/professional manner in handling the customer needs.
21. Assists Tellers with out-of-balance reconciliations ensuring appropriate corrections are made.
22. Informs and updates team about all operational, procedural and policy changes.
23. Identifies red flags to detect fraud and prevent losses to the Bank.
24. Ensures all transactions performed are in accordance with established policies and procedures.
25. Prepares weekly Teller work schedules and all work assignments to ensure all time periods are covered.
26. Prepares daily totals and corresponding tickets for batch transactions.
27. Handles customer inquiries regarding basic account information.
28. Monitors and maintained an adequate supply of currency and coins.
29. Balances cash drawer and vault according to established schedule and performance standards.
30. Adhere to all company policies and procedures related to social engineering, including but not limited to protecting sensitive information, verifying identities, and reporting suspicious activity.
31. Performs other duties as assigned.
Job Requirements:
A minimum of three years of banking experience, primarily in branch operations.
Proficiency in both English and Spanish is required, with fluency in speaking, reading and writing.
Knowledgeable of banking regulations, BSA compliance, anti-money laundering laws and regulations.
Possess excellent business acumen and customer service skills.
PC proficient in Microsoft Office applications including Word and Excel.
Completion of cross-selling and account opening training.
Completion of USCB teller training.
Bilingual in English and Spanish is mandatory.
This position is not Remote or Hybrid. Local Applicants Only.
MEMBER FDIC/EQUAL OPPORTUNITY/AFFIRMATIVE ACTION EMPLOYER/DRUG FREE WORKPLACE
Private Banker (MIAMI)
Personal banker job in Miami, FL
Our client is a European bank with a presence in 11 countries where it offers specialized services in the management of large fortunes. They as looking for an experienced Private Banker Responsibilities • Develop and maintain relationships with existing and prospective clients.
• Provide comprehensive financial planning and investment advice.
• Manage client portfolios
• Execute transactions on behalf of clients
Qualifications
• 5+ years of experience in private banking
• Strong network of contacts in Latin America
• Bachelor's degree in finance or a related field
• SEC Series 65 or 66 license Benefits
• Competitive salary and benefits package
• Opportunity to work with a global team of experienced professionals
• Chance to make a significant impact on the lives of our clients
• Hybrid work model
Auto-ApplyInbound Personal Banker (Express Service Associate)
Personal banker job in Miramar, FL
Space Coast Credit Union (SCCU), the largest state charted credit union in Florida, is looking for an Inbound Personal Banker (Express Service Associate) to join our
ONESCCU
team at our Miramar Operations Center! SCCU has been in business for over 70 years, has over 9 billion dollars in assets and WE ARE GROWING!
Our Members are our top priority and we stand behind our Brand Promise:
Honest People, Trusted Products, Time Valued
.
We offer a rich benefits package and career advancement opportunities.
SCCU Team Member Benefits:
ONESCCU annual bonus available!
Medical, Dental & Vision Insurance
HSA (Health Savings Account) with SCCU matching contribution
SCCU Paid Long Term and Short Term Disability coverage
SCCU Paid Term Life Insurance
Employee Assistance Program (EAP)
Paid Time Off
401(K) Pre-Tax Savings Plan with SCCU match- 100% of the first 5% of employee contributions
Tuition Reimbursement Program after 1 year of service
Hybrid Work Schedule with 2 days in office required
SCCU Team Member financial discounts & perks (save money every month!):
Loan Discounts - Mortgage, 2nd Mortgage, Auto, Motorcycle, Boat, etc. / GAP coverage at half price
Fixed low rate credit card- 5.99%, if approved
FREE Identify Theft Protection!
No fee SCCU accounts
**MULTIPLE OPENINGS - We are hiring for multiple Express Services Associate positions**
Position Summary
The Inbound Personal Banker promotes SCCU's financial products by converting incoming calls from new and existing members into closed sales by providing outstanding service, product and service information, addressing concerns and guiding members to the right fit product.
Inbound Personal Banker Salary Range
$24.13 - $25.56 base salary plus monthly commission.
Can earn up to 65k to 70k in the first year.
Inbound Personal Banker Duties & Responsibilities
Handle incoming member phone calls, conduct loan interviews, assesses member needs, and cross sells other SCCU products and services. Provide fast, friendly, effective service to the members.
Demonstrate a positive attitude towards all members to increase satisfaction.
Opens new memberships and looks for opportunities to add-on deposit and loan products for existing members to ensure the retention and profitability of members.
Analyzes loan applications, credit bureau reports and member account data to match the member to the appropriate product or service and maximize loan and add-on product sales opportunities.
Enters the loan or new account application in the loan origination system in accordance with required data entry procedures to meet established quality standards. Monitors pipeline to follow up on pending applications, collects required documentation, and keeps members informed throughout the loan/account process.
Maintains detailed and accurate documentation in all systems of record, including appropriate notes on member interactions and follow-ups.
Maintains a thorough and current knowledge of SCCU lending and deposit account promotions, criteria, guidelines, procedures, policies, and processes, to provide members with current information. Process loans, mortgages and deposit accounts appropriately.
Meets established productivity standards to ensure efficiency.
Attendance and punctuality are essential functions of this job.
Consistently demonstrates a courteous, tactful and professional approach in dealing with members and internal customers in accordance with established member service standards. Demonstrates concern and respect for others in all interactions and inspires their confidence and trust.
Demonstrates effective face-to-face communication and telephone interactions, in accordance with established member service standards. Articulates ideas, including written communications in a clear, concise manner.
Modifies personal style or approach to adjust to changing environments and respond quickly to new situations. Considers new points of view and reorganizes project/work in order to quickly accommodate urgent tasks.
Consistently demonstrates self-motivation and independent problem-solving skills, requiring only minimal direct supervision to maximize individual productivity and efficiency and attain member satisfaction.
Proposes enhancements to work methods or procedures to improve process efficiency and/or the quality of results.
May assist from time to time with the scheduling of loan closings.
May close the member's consumer loan when business volumes are required.
Participates in regular product, system, and compliance training to maintain knowledge of changes in policies, procedures, and product offerings.
Inbound Personal Banker Minimum Qualifications
Minimum 1 to 3 years prior experience in sales and customer service or consumer loan processing/interviewing. Telephone sales preferred.
High School plus additional course work gained through attendance at vocational, technical or business school or equivalent experience.
You must have the ability to obtain CUNA Mutual licensing within the first eight weeks of initial employment. The CUNA Mutual License is required for this position.
The job requires a high degree of interpersonal skills to deal with a range of complicated problem situations. Interactions involve gaining the agreement of others, active listening, clear communication, empathy, persuasion, confidence, adaptability, patience, relationship building and emotional intelligence.
Bilingual English/Spanish Preferred
Hours
Must be available M - F 8:00 am - 7:00 pm, and rotating Saturdays 8:45 am - 3:00 pm
Investment Real Estate Rep
Personal banker job in Delray Beach, FL
At VREV (Vertigo Real Estate Ventures), we're not just in the business of real estate - we're in the business of building winners. We are a people-first investment firm specializing in sourcing distressed real estate assets and connecting them with the right buyers, sellers, and investors. Our team thrives on competition, collaboration, and high performance.
Here, you'll work directly with active real estate investors, closing deals that can change your financial future. We'll give you the training, the tools, and the environment - you bring the hunger to succeed.
Why Join VREV?
Uncapped commissions & bonus opportunities - your income is in your hands
Merit-based culture - promotions and growth come from performance, not tenure
Full training provided - no real estate license required
One-on-one coaching and proven sales systems
Wellness perks - discounted gym memberships & wellness apps
What You'll Do
Prospect and build relationships with local real estate investors
Conduct in-person property walkthroughs and showings
Maintain an organized sales pipeline with consistent follow-up
Collaborate with managers on strategy and growth opportunities
Participate in sales meetings to share wins and sharpen your edge
What It Takes
Hungry, driven, and competitive mindset - you want to win
Strong interpersonal skills and confidence in sales conversations
Resilience when facing objections or rejection
Desire for life-changing financial growth
Sales experience preferred, but not required
The Details
Driver's license required; must be able to commute
Commission-only role
OTE: $100,000-$200,000+
If you've been waiting for an opportunity where hard work truly equals high reward - this is it.
Apply today and let's see if you have what it takes to join the top 2% at VREV.
Auto-ApplyPersonal Banker-Coral Springs North & Westview Plaza (Coral Springs, FL)
Personal banker job in Coral Springs, FL
Posting Location(s):
Coral Springs North - 3201 N. University Drive, Coral Springs, FL 33065
Westview Plaza - 9501 Westview Drive, Coral Springs, FL 33076
Why Wells Fargo:
Are you looking for more? Find it here. At Wells Fargo, we're more than a financial services leader - we're a global trailblazer committed to driving innovation, empowering communities, and helping our customers succeed. We believe that a meaningful career is much more than just a job - it's about finding all of the elements to help you thrive, in one place. Living the Well Life means you're supported in life, not just work. It means having robust benefits, competitive compensation, and programs designed to help you find work-life balance and well-being. You'll be rewarded for investing in your community, celebrated for being your authentic self, and empowered to grow. And we're recognized for it - Wells Fargo once again ranked in the top three - making us the #1 financial services employer - on the 2025 LinkedIn Top Companies list of best workplaces “to grow your career” in the U.S. Join us!
About this role:
Wells Fargo is seeking 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 End Date:
1 Jan 2026
*Job posting may come down early due to volume of applicants.
We Value Equal Opportunity
Wells Fargo is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, status as a protected veteran, or any other legally protected characteristic.
Employees support our focus on building strong customer relationships balanced with a strong risk mitigating and compliance-driven culture which firmly establishes those disciplines as critical to the success of our customers and company. They are accountable for execution of all applicable risk programs (Credit, Market, Financial Crimes, Operational, Regulatory Compliance), which includes effectively following and adhering to applicable Wells Fargo policies and procedures, appropriately fulfilling risk and compliance obligations, timely and effective escalation and remediation of issues, and making sound risk decisions. There is emphasis on proactive monitoring, governance, risk identification and escalation, as well as making sound risk decisions commensurate with the business unit's risk appetite and all risk and compliance program requirements.
Candidates applying to job openings posted in Canada: Applications for employment are encouraged from all qualified candidates, including women, persons with disabilities, aboriginal peoples and visible minorities. Accommodation for applicants with disabilities is available upon request in connection with the recruitment process.
Applicants with Disabilities
To request a medical accommodation during the application or interview process, visit Disability Inclusion at Wells Fargo.
Drug and Alcohol Policy
Wells Fargo maintains a drug free workplace. Please see our Drug and Alcohol Policy to learn more.
Wells Fargo Recruitment and Hiring Requirements:
a. Third-Party recordings are prohibited unless authorized by Wells Fargo.
b. Wells Fargo requires you to directly represent your own experiences during the recruiting and hiring process.
Auto-ApplyFinancial Service Representative
Personal banker job in North Lauderdale, FL
Are you a dynamic and driven sales professional?
If so, Momentum Financial Services Group wants you to join our team.
In your role at The Check Cashing Store, you'll make a positive impact on the people living in your community by promoting our financial products and services to meet their short- and long-term financial goals.
What we offer:
Market competitive hourly pay rates
Earn a percentage of the store's profits for exceeding company targets
Other benefits include:
Comprehensive medical/dental benefits
Paid Time Off
401K with company match
Tuition assistance
Career development
Branch Location: 7125 West McNab Rd
During a typical day, you will:
Deliver results on store profitability goals
Provide a quality customer sales experience through efficient execution of all customer transactions
Determine customers' needs and provide them with solutions that satisfy those needs
Handle cash and accurately enter transactions into the system
Contact customers over the phone with past due balances and negotiate payment terms and schedules
Complete all documentation accurately
Follow safety, security, and compliance requirements
Successful candidates will:
Be sales driven
Have a minimum of one year of financial services and sales experience
Have a passion for customer service
Have previous cash handling experience
Have a high school diploma or equivalent
About us:
Momentum Financial Services Group is a top financial services provider in North America
We provide services through our retail network of over 400 locations, known as Money Mart and The Check Cashing Store
We offer access to cash and related financial products to help customers achieve their financial goals
We operate retail locations in local communities and cities across the United States as Money Mart and The Check Cashing Store
We value:
Employees who are committed to continuously improving their performance and achieving new levels of success
Recognizing our employees for their achievements and developing them to be future leaders
Diversity is an essential element for the success of our business
Giving back to our local communities through annual contributions to charities and non-profit organizations
Next Steps:
Apply now to be considered for this opportunity!
Auto-ApplyUniversal Banker
Personal banker job in Delray Beach, FL
About Northern Trust:
Northern Trust, a Fortune 500 company, is a globally recognized, award-winning financial institution that has been in continuous operation since 1889.
Northern Trust is proud to provide innovative financial services and guidance to the world's most successful individuals, families, and institutions by remaining true to our enduring principles of service, expertise, and integrity. With more than 130 years of financial experience and over 22,000 partners, we serve the world's most sophisticated clients using leading technology and exceptional service.
This is an office-based position and for the effective performance of this role, the duties and responsibilities must be carried out onsite.Under direct supervision, the Universal Banker will be responsible for delivering an exceptional client service experience while servicing clients with a full range of banking products and services. Interacts with clients in person, via telephone and email, responding to inquiries and providing information as requested. Responsible for executing and/or submitting various administrative and operational activities related to clients, banking products and services. Primary activities may include establishing and/or submitting requests for new accounts, closing accounts, account maintenance, money movement, as well as addressing client inquiries.Key responsibilities include:1. Executes and/or submits client account servicing requests within appropriate time frames, including but not limited to submitting wires and fund transfers, preparing required documentation, opening and closing accounts, maintenance of accurate and complete account records, imaging of documents, and researching of client issues.
2. Handles paying and receiving activities, including cash transactions and daily balancing activities. Fully understands and adheres to all Wealth Management Lobby Banking Operations policies and procedures as documented on the Wealth Management Intranet.
3. Develops a strong understanding of required steps involved with each request, communicating with relationship management and operations teams as appropriate to obtain necessary information to properly execute the requested activity.
4. Maintains a strong understanding of policies and procedures and addresses the requirements of each activity in a timely fashion and in strict adherence with Northern Trust and Wealth Management Risk Management and Compliance guidelines and procedures, promptly escalating any issues and/or concerns to management.
5. Develops a strong knowledge of the various business applications critical to client and account servicing, including on-line tools and seeks to expand knowledge of the latest enhancements to Northern Trust partner and client technology and/or systems in order to maintain highest standards of servicing.
6. Assist with maintenance and servicing of Safe Deposit Boxes in offices where available.
7. Keeps informed of new or existing Northern Trust and Wealth Management products, services and compliance requirements to respond to client questions and to assist in selling services which results in expanding the overall client relationship.
8. Monitors banking reports as well as provides assistance with banking audits as directed by the Team Leader / Manager.The successful candidate will benefit from having:
Knowledge of federal regulation, banking guidelines, banking operations, products and services, acquired through related work experience is preferred.
Strong client service skills, problem solving, and organizational skills are required to identify, research and/or resolve requests.
Ability to think critically and to work well independently and as part of a team.
Strong verbal and written communication skills.
2-3 years of related experience.
Working with Us:
As a Northern Trust partner, greater achievements await. You will be part of a flexible and collaborative work culture in an organization where financial strength and stability is an asset that emboldens us to explore new ideas.
Movement within the organization is encouraged, senior leaders are accessible, and you can take pride in working for a company committed to assisting the communities we serve! Join a workplace with a greater purpose.
We'd love to learn more about how your interests and experience could be a fit with one of the world's most admired and sustainable companies! Build your career with us and apply today. #MadeForGreater
Reasonable accommodation
Northern Trust is committed to working with and providing reasonable accommodations to individuals with disabilities. If you need a reasonable accommodation for any part of the employment process, please email our HR Service Center at *****************.
We hope you're excited about the role and the opportunity to work with us. We value an inclusive workplace and understand flexibility means different things to different people.
Apply today and talk to us about your flexible working requirements and together we can achieve greater.
Auto-ApplyCustomer Financial Services Representative
Personal banker job in Fort Lauderdale, FL
Job Brief: We are looking for a Credit & Collections Clerk who wants to excel in an environment of operational excellence. The Credit and Collections Clerk performs vital functions to the business as well as to the customers (both internal and external) by focusing on customer billing and collections.
Responsibilities:
Gathers records such as purchase orders, sales tickets, work order & charge slips in order to verify billing
Confers with customer by telephone in attempt to determine reason for overdue payment, reviewing terms of sales, service or credit contract with customer
Records information about financial status of customer and status of collection efforts
Documents correspondence on the customer accounts within the billing system
Assist customers with online payment services
Work closely with brokered accounts to track payments and provide information requested by them to identify short pays
Produce manual invoices for certain customers requiring additional details
Learn and utilize all billing tools available
Other duties as assigned
Skills Required:
Speaks clearly and persuasively in positive or negative situations; listens and gets clarifications; responds well to question
Solid working knowledge of Microsoft Office Applications (i.e
Word, Excel, Outlook)
Good Communication skills
Financial Services Representative State Farm Agent Team Member
Personal banker job in Fort Lauderdale, FL
Job DescriptionBenefits:
Company parties
Opportunity for advancement
Paid time off
Signing bonus
Wellness resources
ROLE DESCRIPTION: As a Financial Services specialist with Jessica Alvarez Agency, you will successfully market the financial products that manage everyday risks. Your proficient knowledge of financial products reinforces your sales-minded and consultative approach to educating customers on their financial options. Your analytical precision makes you an invaluable resource to customers and a competitive addition to a successful agency.
RESPONSIBILITIES:
Use a customer-focused, needs-based review process to educate customers about insurance options.
Work with the agent to establish and meet marketing goals
Develop leads, schedule appointments, identify customer needs, and market appropriate products and services.
QUALIFICATIONS:
Series 6 or 7, and 65 required.
Must have 215 Life and Health Insurance License.
Proven experience working as a financial services representative for Life Insurance Premium goals and Annuities.
Proficiency in Microsoft Office applications.
Strong mathematical skills.
Excellent analytical, organizational, and problem-solving skills.
Effective communication skills.
Exceptional customer service skills.
Successful track record of meeting sales goals/quotas
BENEFITS:
Salary plus commission/bonus
Paid time off (vacation and personal/sick days)
Health benefits
Growth potential/Opportunity for advancement within my office
Banking Specialist IV
Personal banker job in Fort Lauderdale, FL
As a Banking Specialist IV, 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).