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 *******************************
$29k-39k yearly est. 2d ago
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New/Developing Equity Trader- Miami
SMB Capital 3.8
Personal banker job in Miami, FL
SMB Capital is excited to offer a new and unique opportunity for new and developing traders to be a part of our Proprietary Trader Training Program in Miami, FL.
We are offering a comprehensive training program for new intraday equities traders and a clear career path. We have created an extended training program to create a clear career path for new traders from entry level trader to Senior Multi-product Trader. New traders will train with dedicated teachers and experienced intraday traders recognized throughout our industry.
What is your career path? New traders will spend two years training and trading, developing essential trading skills and building a trading playbook that makes the most sense to them. New traders will also be expected to build competence in quantative trading, starting with simple alerting scripts in python and moving onward to fully-fledged models for diverse trading environments. Then the best traders after two years will have the opportunity to further their training and trade a bigger book. During this next career phase, traders will trade with more size and further develop their technical analysis, risk management, and quant skills. All traders benefit from coaching and mentorship from the firm's partners and senior traders. Our top traders are experts in their unique market niches and are generally multi-product traders, supplementing equities trading with asset classes like equity options, and futures.
This is a unique opportunity for those with a passion for trading to receive training from and then trade with experienced pro traders. This training program was developed by Mike Bellafiore, author of the "trading classic"
One Good Trade
. SMB has been recognized for its outstanding training, and has been invited to train proprietary traders at other desks throughout the world. The partners in this world-class training program are widely sought out by financial and news media outlets for their expertise. Participating partners and senior traders have appeared on CNBC, CNNMoney, and StockTwitsTV, and have been cited in TheStreet.com, SFO Magazine, Financial Times and several other publications.
We are looking for individuals with the following characteristics:
-Passion for the Markets
-Demonstrable History of Success
-Entrepreneurial
-Focused
-Emotionally Disciplined
-Great Teammate
-Coachable
Qualifications
BA/BS degree in ... or related field
5+ years experience in ...
Experience with ...
Effective written and verbal communication
Ability to ...
US Citizen or Green Card holder
Location
This position will be located at our new office in Miami, FL.
$70k-128k yearly est. 60d+ ago
Equity Trader
Open Roles
Personal banker job in Miami, FL
Trillium is a leading proprietary trading firm active in US Equities, US Options, Canadian Equities, and OTC Equities. With trading technology built, tested, and optimized in-house, our engineers and technologists collaborate with our traders to deliver tools and functionality designed to support their needs. Our passion for the markets and our drive to succeed have propelled our track record of growth and profitability for over 20 years. At Trillium, we are a team of problem solvers and independent thinkers dedicated to seizing market opportunities.
We are headquartered in New York City, with additional trading floors in Chicago and Miami. To learn more about Trillium, visit ************
The Role:
As an Equity Trader, you will gain direct exposure to the markets while mastering our proprietary trading tools and strategies. From day one, you'll work side-by-side with an experienced trainer and be immersed in a diverse mix of trading strategies, developing both the technical skills and judgment needed to succeed in a fast paced environment.
Within your first month on the desk, you'll actively trade and manage firm capital under close mentorship, honing your ability to make split-second buy and sell decisions on our proprietary keyboard-based trading platform. Along the way, you will develop a deep understanding of U.S., Canadian, and OTC equity markets, as well as the U.S. options market.
We invest heavily in education and development for both new and veteran traders, offering a mix of classroom sessions and on-demand resources to support continuous growth. This structure helps strengthen your quantitative, analytical, and research skills, while deepening your knowledge of economics, risk management, and market structure.
Continuous improvement is at the core of our trading culture. Traders are challenged to refine their strategies, expand their perspectives, and grow every day. If you're competitive, curious, and eager to be rewarded for your performance, you'll find the platform, mentorship, and resources to build a lasting career here.
This position is open in any of our three locations: New York, NY | Chicago, IL | Miami, FL (please only apply to your top choice).
Compensation:
Annual base salary of $58,000-$66,300 (gross)
Monthly P&L-based bonuses (contingent on trading performance)
Responsibilities:
Research market microstructure patterns to uncover inefficiencies
Collaborate with your trainer and other traders during daily trade reviews
Stay informed on industry and market news
Participate in educational seminars and group discussions with senior traders
Learn and apply our proprietary trading tools and platforms
About You:
You are enthusiastic, motivated, and proactive, with a strong desire to learn and grow in a performance-driven environment. The ideal candidate:
Has a resourceful, team-oriented, and entrepreneurial mindset, demonstrated through extracurriculars, group projects, or academic achievements
Is analytical, intellectually curious, disciplined, and deeply interested in financial markets
Thrives in competitive, fast-paced settings and adapts well to challenges
Holds (or is pursuing) a degree in economics, mathematics, business, finance, or a related field
Please note, Trillium will not sponsor applicants for work visas
Job Requirements:
The position is intended for soon to be college graduates (Fall/Winter 2025 or Spring 2026 graduation) with a cumulative 3.5+ GPA
Benefits and Perks:
Complimentary breakfast on Tuesdays and lunch on Wednesdays and Thursdays
Trillium sets itself apart with a collaborative culture built on mutual respect and a shared commitment to excellence. Many of our team members have chosen to build their entire careers here, drawn by an environment that values long-term growth, fosters innovation, and creates a truly great place to work.
Trillium offers a wide range of best in class, comprehensive and inclusive employee benefits and perks including PTO, medical and dental insurance, 401(K) matching, parental leave, pre- tax commuter benefits, and catered lunches.
Trillium is an Equal Opportunity Employer. In order to provide equal employment and advancement opportunities to all individuals, employment decisions at Trillium are based on merit, qualifications, and the needs of the company. Trillium does not discriminate on the basis of race, creed, color, religion, sex, national origin, age, disability, predisposing genetic characteristics, ancestry, military status, family care status, marital status, sexual orientation, domestic violence victim status, gender identity or any other legally protected basis protected by applicable law. Applicants who are interested in applying for a position and require special assistance or a reasonable accommodation due to a disability should contact ****************.
$58k-66.3k yearly Auto-Apply 60d+ ago
Fort Lauderdale Traders
Seven Points Capital 3.9
Personal banker job in Fort Lauderdale, FL
Department
Traders
Employment Type
Full Time
Location
Florida
Workplace type
Onsite
Compensation
Competitive
Reporting To
Management
Key Responsibilities About Seven Points Capital For more information about Seven Points Capital recruitment terms and conditions please click here: ********************************************************************
$60k-108k yearly est. 60d+ ago
Private Client Banker- Parkland - Coconut Creek, FL
Jpmorganchase 4.8
Personal banker job in Coconut Creek, FL
At Chase, we are passionate about creating memorable experiences for our clients and employees, making them feel welcomed, valued, and understood. We build lasting relationships by doing the right thing, exceeding expectations, and embracing diversity and inclusion.
As a Private Client Banker in a Chase Branch, you will represent our brand and culture with the utmost hospitality, delivering the latest banking solutions and cutting-edge financial technology combined with friendly and attentive service to a select group of Chase's affluent clients, as well as other branch clients. You will manage their complete banking relationship across the company, utilizing a proactive and disciplined approach to generate growth in their balances. You will help acquire new clients by actively soliciting referrals and developing internal and external sources.
Job responsibilities
Put clients first and exceed their expectations - deliver attentive and friendly service, creating a welcoming environment. Share the value of Chase Private Client with eligible clients.
Actively manage assigned clients and their banking relationships through an advice-based approach to recommend the best products and services for their financial needs.
Engage in clear, polite, consultative communication to understand and help clients, building trust - ask questions and listen to understand, anticipate their needs.
Educate and connect clients to technology solutions such as leveraging the Chase Mobile App, Chase.com, and ATMs to help them with their banking needs whenever, wherever, and however they want.
Learn products, services, and procedures quickly and accurately to effectively consult with clients about banking solutions, as well as collaborate with and connect them to our team of experts to help with specialized financial needs.
Adheres to policies, procedures, and regulatory banking requirements.
Required qualifications, capabilities, and skills
Demonstrated success using a value-added, relationship-oriented approach to acquire and deepen client relationships.
1+ year Branch Banking Banker or equivalent experience in Financial Services sales experience with proven success in acquiring new clients, deepening relationships, and revenue generation.
Ability to create memorable experiences for our clients - elevate the client experience.
Excellent communication skills, both in person and over the phone, with proven ability to tailor features and benefits of products and services to clients with differing needs.
Ability to resolve client issues quickly and effectively with attention to detail - providing consistent client experience.
Operate within established risk parameters/tolerances and meet internal/external risk and compliance obligations, including completion of required training.
High school degree, GED, or foreign equivalent.
The Securities Industry Essential (SIE) exam, FINRA Series 6, state registration (including 63 if required), and Life licenses are minimum requirements. All unlicensed applicants must obtain their licenses though JPMC's licensing program within 180 days of hire, study materials and support provided.
Ability to work branch hours including weekends and some evenings.
Preferred qualifications, capabilities, and skills
College degree or military equivalent.
Experience in cultivating relationships with affluent clients.
Dodd Frank/Truth in Lending Act
This position is subject to the Dodd Frank/Truth in Lending Act qualification requirements for Loan Originators. As such, an employment offer for this position is contingent on JPMC's review of your criminal conviction history, credit report, information available through NMLS, and any other information relevant to a determination by JPMC that you demonstrate financial responsibility, good character, and general fitness for the position. Note that any felony conviction within the last seven years will disqualify you from consideration for this position. Your continued employment in this position would be contingent upon compliance with Truth in Lending Act/Dodd Frank Loan Originator requirements.
In addition, this position requires National Mortgage Licensing System and Registry (NMLS) registration under the SAFE Act of 2008. As such, upon active employment with JPMorganChase, you will be required to either register on NMLS, or to update your existing registration as necessary to grant access to and reflect your employment with JPMorganChase. Your continued employment in this position with JPMorganChase is contingent upon compliance with the SAFE Act, including successful registration immediately after your start date, and timely completion of annual renewal and required updates thereafter.
Any information obtained during the registration, update, and renewal processes or through NMLS notifications may impact your employment with the firm. Any of the completed information you provide during the Chase on-line application process may be transferred, on your behalf, to NMLS by JPMorganChase. Please carefully review the information you provide to Chase for accuracy and consistency and with any current NMLS record, if applicable, before submitting. Further information about NMLS and registration requirements of registration can be found at: ****************************************************************
$61k-128k yearly est. Auto-Apply 4d ago
Graduate Execution Trader
Caleb and Brown Pty
Personal banker job in Fort Lauderdale, FL
Who we are:
At Caleb and Brown, we're on a mission to connect people to the world of cryptocurrency through education and information. Headquartered in Melbourne, Australia, and now powered by Swyftx, we have grown in the last nine years to become one of the leading cryptocurrency brokerage firms globally. By fostering a culture of crypto experience married with professional services, we are building the bridge to the traditional financial world. We are seeking a motivated and detail oriented individual to join our team as an Execution Trader.
Your Role:
As a Graduate Execution Trader, you will be a critical part of our Operations Team. Your primary responsibility will be to maintain, and oversee the systems that execute trades across various cryptocurrency venues. This is a hands-on role that requires a deep understanding of market dynamics, execution algorithms, and backend systems. You will be instrumental in ensuring our client's trade requests are executed efficiently, securely and reliably in a 24/7 market environment.
The responsibilities will include:
Backend order management - Processing of manual order execution, overseeing of automated order execution, oversee liquidity management to ensure orders can process effectively, ensure trade requests fulfil risk criteria before execution.
Backend settlements management - Overseeing of client cryptocurrency deposit, withdrawal and address testing requests and assistance in settlement adjustments.
Ensure reconciliation alerts from orders and settlements are rectified in a timely manner.
Conduct research on digital currency networks to ensure they fulfil our compliance policy before listing.
Maintain oversight of listed digital currency token migrations across networks and prepare for any operational changes required.
Maintain personal diligence in handling sensitive data to uphold security.
Provide blockchain and internal system technical assistance to the broker team and customers
Please note this role is not a Proprietary Trading role and will be proudly sitting within our operations department and is not part of our Brokerage Team currently. Please feel free to check out our other opportunities for client facing roles.
Requirements
About you:
1 - 3 years of professional experience
An entrepreneurial, agile, self-starter with initiative and a desire to keep developing every day
Strong numerical and quantitative analysis skills
Decisiveness with the ability to process complicated information quickly and accurately under pressure
A passion for cryptocurrency is highly regarded
Benefits
Learn from a team of experienced cryptocurrency experts
Competitive compensation that recognises experience and impact
Hybrid working arrangements designed around trust and autonomy
Access to our Fort Lauderdale office for in-office work, where we collaborate and connect locally
0% trading fees with Caleb and Brown
$55k-95k yearly est. Auto-Apply 28d ago
Quant Trader
Voloridge
Personal banker job in Jupiter, FL
Voloridge Investment Management was founded by David Vogel in 2009 and is based in Jupiter, FL. We incorporate advanced data science and mathematics into our systematic, market neutral investment strategies to exploit alpha opportunities we consider unique in financial markets. Our firm is comprised of award-winning predictive modelers, experienced data analysts, advanced technologists, and a group of dynamic business professionals.
We are seeking a motivated Quant Trader to join our entrepreneurial team, where collaboration, resilience, and humility drive success. The ideal candidate brings a strong record of results, sharp attention to detail, and the flexibility to step beyond core responsibilities when needed. Our traders excel under pressure, staying calm and effective in fast-moving, time-sensitive situations. In this role, you will work closely with operations, technology, research, management, and external brokers to support all aspects of trading, including execution, market research, portfolio analysis, and process improvement. The position requires rotational overnight coverage during Asian market hours.
Summary of Job Functions
Provide rotational overnight coverage (3-6 months per year)
Monitor systematic trading books and overnight processes
Apply rigorous attention to detail to minimize errors and risk
Build and refine applications, data pipelines, and reporting tools to support trading operations and pre/post-trade analysis
Contribute to process improvements that strengthen risk controls and trading efficiency
Communicate effectively with internal teams and external brokers
Minimum Requirements
Bachelor's degree or higher in a quantitative field (e.g., Mathematics, Computer Science, Statistics)
Strong proficiency in Python, with advanced analytics capabilities
Experience with SQL Server and Excel
Proven ability in data manipulation and analysis
Strong sense of ownership and ability to work independently within a collaborative team
Willingness to work onsite daily in our Jupiter, FL office
Preferred Skills and Previous Experience
Background as a Quantitative Trader, Analyst, or Researcher
Experience supporting or developing electronic trading systems
Familiarity with equity and futures market data
Exposure to transaction cost analysis (TCA)
Hands-on experience with RESTful APIs and/or microservices
Compensation and Benefits
Competitive base salary, commensurate with experience
Profit-sharing bonus tied to performance
Comprehensive health, dental, vision, life, and disability insurance, plus a 401(k) plan
Office perks including catered meals, a fresh salad bar, in-office massages, and a health club membership
Voloridge Investment Management is an SEC registered investment advisor and an Equal Opportunity Employer. All qualified applicants are encouraged to apply and will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, protected veteran status, or any other legally protected characteristic or status.
$54k-94k yearly est. 60d+ ago
Traders Market Desk Executive
Quantfury
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
$55k-95k yearly est. 6d ago
Universal Banker
Northern Trust 4.6
Personal banker job in Boca Raton, 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.
$31k-49k yearly est. Auto-Apply 60d+ ago
Universal Banker
Ntrs
Personal banker job in Boca Raton, 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.
$29k-42k yearly est. Auto-Apply 22d ago
Universal Banker I - West Palm Beach, FL
South State Bank
Personal banker job in West Palm Beach, FL
The SouthState story is one of steady growth, deep community roots, and an unwavering commitment to helping our customers move forward. Since our beginnings in the 1930s to becoming a trusted financial partner across the South and beyond - we are known for combining personal relationships with forward-thinking solutions.
We are committed to helping our team members find their success while maintaining the integrity of our values: building trust, fostering lasting relationships and pursuing excellence. At SouthState, individual contributions are recognized, potential is cultivated and team members are inspired to achieve their greater purpose. Your future begins here!
SUMMARY/OBJECTIVES
The Universal Banker serves as a full service, single point of contact in the branch for SouthState customers' financial needs. The position operates in the dual capacity of a Teller and FSR providing exceptional customer service in both transactional and account management. The Universal Banker seeks to attract, expand, and retain customer relationships and is responsible for contributing to the financial growth of the bank.
ESSENTIAL FUNCTIONS
Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
* Serves customers quickly, accurately, efficiently, and confidentially according to the South State Bank Service Standards.
* Knows and understand the products and services offered by the Bank. These include facts and features, benefits and advantages, rules and regulations, price structure, and a simple definition of each service offered.
* Able to identify customer needs and expectations by listening for clues. Seeks the opportunity to expand customer relationships by making referrals as outlined in the goals for this position.
* Presents a neat and professional personal appearance, in accordance with bank policy.
* Knows and ensures compliance to all banking regulations to include Regulation CC and Bank Secrecy Act.
* Develop a strong understanding of customer facing technology with the ability to discuss with and enroll customers in self-service options.
* Teller Duties:
Processes transactions for savings, checking, and loan accounts.
Maintains a neat and orderly work area.
May assist in guiding and training new tellers.
May allow customers access to safe deposit boxes.
Cashes checks and processes savings withdrawals within assigned limits and in accordance with prescribed procedures.
Sells certified checks.
Balances transactions daily.
May service/balance ATM.
May utilize the branch capture system.
Knows and follows policies and procedures in completing transactions, minimizing operational errors, and maintaining a proper workflow.
Knows and follows the branch's security and audit procedures and understands the function and operation of the security devices.
* FSR Duties:
* Opens new deposit accounts and understands the products and financial services offered by the bank. Also handles other services such as stop payments, wire transfers, and other maintenance functions within assigned limits.
* Explains policies and procedures as necessary, keeping in mind most customers' unfamiliarity with them.
* Resolves customer problems and complaints with courtesy and discretion and direction and directs customers with difficult problems to other sources for assistance. Considers problems and complaints as opportunities to satisfy the customer and promote additional services.
* Is knowledgeable of financial services offered by the bank.
* Shows sincere appreciation for each customer's time and business. Gives business card if not already given.
* Knows and follows the branch's security and audit procedures and understands the function and operation of the security devices.
* Assures that branch records, reports and other correspondence resulting from customer development attempts are correct, timely and are properly distributed.
UNIVERSAL BANKER FUNCTIONS
* One year of teller or cash handling experience and six months customer relationship building or sales experience
* Demonstrated expertise in the Teller II and basic FSR job functions
* Additional Responsibilities may include Vault Responsibilities or Back-Up Vault Responsibilities
* Other duties as assigned
Qualifications, Education, and Certification Requirements
* Education: High School diploma or equivalent
* Experience: Cash handling, sales, customer service. Previous banking experience preferred.
* Specific Knowledge: Good interpersonal skills, good computer skills, ability to read, write, speak, and understand English
TRAINING REQUIREMENTS/CLASSES
* The SouthState Way New Team Member Orientation
* Teller Foundations
* Banker Foundations
* All assigned Regulatory Compliance Training
* Acknowledgement of all policies through DocuSign as assigned
* Additional training may be required dependent upon experience
PHYSICAL DEMANDS
* Must be able to lift, up to 50 pounds, must be able to stand and/or sit for long periods of time. Must be able to effectively access and interpret information on computer screens, documents, reports, and cash denominations, and identify customers.
WORK ENVIRONMENT
This position is most likely in an open lobby area with an individual workstation. The position is located inside a cooled and heated facility.
TRAVEL
Travel may be required.
Work Location: 250 S. Australian Avenue, Suite 300 West Palm Beach, Florida 33401
Equal Opportunity Employer, including disabled/veterans.
$29k-42k yearly est. 7d ago
Float Universal Banker
First Horizon 3.9
Personal banker job in Miami, FL
Location: On site at location listed in job posting as well as coverage for other banking centers in the immediate area.
Provide quality, accurate and timely customer service involving daily processing of financial transactions and opening accounts in a retail banking environment. Introduce bank products and services through outreach to prospects and provide tailored recommendations to existing clients to deepen relationships. Perform related duties i.e. outbound sales calls as required to achieve banking center goals (meet/exceed sales goals/referral goals) and provide support to banking center management.
ESSENTIAL DUTIES AND RESPONSIBILITIES
Sales and service
Provide both teller and platform support as needed to keep client wait times to a minimum and to provide quality customer service. Teller support includes performing daily processing of financial transactions, i.e. deposits, handling currency, coin, and cashing checks. Platform support includes opening checking accounts, savings accounts, and provide all other deposit product services.
Identify client needs through consultative conversations and recommend appropriate products and services to meet those needs.
Open and process new demand and time deposit accounts including savings accounts, IRAs, certificates of deposit, and money market accounts.
Cross-sell and make referrals to bank partners to generate new business and deepen existing client relationships.
Conduct regular outbound calls to clients and prospects, including participating in client/prospect calling activities during special deposit/loan campaigns.
Assist client with loan application for personal/retail consumer needs and “handing off” the processing of these applications to the appropriate associate.
Client experience
Research and resolve problems and respond to client inquiries on account status.
Deliver excellent client experiences consistently and promptly resolve client issues effectively.
Enhance individual knowledge to better serve clients by attending relevant sales, service, and product knowledge meetings, training classes, and web-based learning.
Compliance and risk management
Expected compliance with bank regulations, policies, procedures, risk management, internal controls, and the First Horizon code of ethics.
Operational efficiency
Assist banking center associates with all aspects of daily operations as needed, including audit controls.
Assist banking center management with “on the job training” of new associates.
Stay informed of all operational updates and changes to ensure compliance with all current guidelines.
Perform all other job-related duties as assigned
QUALIFICATIONS
To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The qualifications listed below are representative of the knowledge, skill, and/or ability required and may be substituted with an equivalent combination of education and experience.
High school diploma or general education degree (GED) and 1 year of experience as a Teller preferred.
As part of the employment process for this position, you will have to meet the requirements of a background credit check. This position requires compliance with the S.A.F.E Mortgage Licensing Act of 2008 and all related regulations. Ongoing employment is contingent upon meeting all such requirements.
DeGarmo Behavioral Assessment Requirement
All candidates must complete the DeGarmo Retail Behavioral Assessment to be considered for this position
The assessment takes approximately 12-15 minutes to complete
Assessment results must be submitted prior to having your application evaluated by Talent Acquisition
Hours:
Monday - Friday
8:30 AM - 5:00 PM
About Us
First Horizon Corporation is a leading regional financial services company, dedicated to helping our clients, communities and associates unlock their full potential with capital and counsel. Headquartered in Memphis, TN, the banking subsidiary First Horizon Bank operates in 12 states across the southern U.S. The Company and its subsidiaries offer commercial, private banking, consumer, small business, wealth and trust management, retail brokerage, capital markets, fixed income, and mortgage banking services. First Horizon has been recognized as one of the nation's best employers by Fortune and Forbes magazines and a Top 10 Most Reputable U.S. Bank. More information is available at *********************
Benefit Highlights
• Medical with wellness incentives, dental, and vision
• HSA with company match
• Maternity and parental leave
• Tuition reimbursement
• Mentor program
• 401(k) with 6% match
• More -- FirstHorizon.com/First-Horizon-National-Corporation/Careers/Our-Benefits
Follow Us
Facebook
X formerly Twitter
LinkedIn
Instagram
YouTube
$31k-37k yearly est. 38d ago
Universal Banker
Everwise Credit Union 4.0
Personal banker job in University Park, FL
Responsible for providing high quality service on a wide variety of general financial services. This role is also responsible for the sales and servicing of all credit union products and services, while focusing on building relationships and expanding EVERWISE CREDIT UNION's wallet share.
Primary Responsibilities and Duties:
Maintains a high level of member service in accordance with the EVERWISE CREDIT UNION Service Expectations.
This position will perform a broad variety of member service functions with accuracy and in a timely manner. These functions may include, but are not limited to, cash handling, financial transactions, account maintenance, opening new accounts, operating an ITM (Interactive Teller Machine) and supporting MCC (Member Contact Center)
Responsible for maintaining a high level of confidentiality about member account information.
Meets or exceed established referral and sales goals, by listening for clues in conversations, asking open-ended questions, assisting with product promotions, or referring the member to the appropriate partner to address their need.
Assists in outbound call efforts by reviewing, updating and calling on prospect lists, following up with members and calling on call campaigns regularly.
May assume additional retail functions including, but not limited to drawer audits, member account maintenance, and vault duties.
Comply with the credit union
Check Cashing, Cash Control and Transaction Approval Limits
policies. For example, Reg CC, SAR, CTR, Check handling, Reg D, BSA etc.
Volunteers for special projects within the scope of job responsibilities.
Responsible for problem solving through research, using open-ended questions, and consistent follow up to ensure member satisfaction.
Assumes additional duties and responsibilities as assigned by supervisor/manager and as necessary for the continued growth and advancement of the Credit Union.
Knowledge/Skills:
Excellent human relation skills needed to interact with the membership in a professional environment including listening skills, and verbal/written communication
Ability to proactively problem solve by demonstrating concern and empathy while seeking a solution that is in the best interest of the member and EVERWISE CREDIT UNION.
High level of EVERWISE CREDIT UNION product knowledge with a full understanding of needs-based selling.
Proficient cash handling skills.
Ability to work in a fast-paced diverse and universal environment.
Practical application and general understanding of various computer applications
Ability to lift to 15 pounds at times due to coin bags and boxes of rolled coin.
Minimum Requirements:
High School Diploma, GED or equivalent certification.
Six months of retail sales and/or cash handling experience or equivalent experience within a financial institution or related field preferred
Base pay: Starting at $19.25/hour.
Pay is dependent upon the pay range and the incumbent's knowledge, skills and experience.
Everwise is an equal opportunity employer. We are committed to creating an inclusive environment for all employees.
$19.3 hourly Auto-Apply 59d ago
Experienced Equities Trader - Miami, FL
SMB Capital 3.8
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?
$70k-128k yearly est. 60d+ ago
Graduate Execution Trader
Caleb and Brown Pty Ltd.
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
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
$55k-95k yearly est. 29d ago
Private Client Banker- Parkland - Coconut Creek, FL
Jpmorgan Chase 4.8
Personal banker job in Coral Springs, FL
At Chase, we are passionate about creating memorable experiences for our clients and employees, making them feel welcomed, valued, and understood. We build lasting relationships by doing the right thing, exceeding expectations, and embracing diversity and inclusion.
As a Private Client Banker in a Chase Branch, you will represent our brand and culture with the utmost hospitality, delivering the latest banking solutions and cutting-edge financial technology combined with friendly and attentive service to a select group of Chase's affluent clients, as well as other branch clients. You will manage their complete banking relationship across the company, utilizing a proactive and disciplined approach to generate growth in their balances. You will help acquire new clients by actively soliciting referrals and developing internal and external sources.
**Job responsibilities**
+ Put clients first and exceed their expectations - deliver attentive and friendly service, creating a welcoming environment. Share the value of Chase Private Client with eligible clients.
+ Actively manage assigned clients and their banking relationships through an advice-based approach to recommend the best products and services for their financial needs.
+ Engage in clear, polite, consultative communication to understand and help clients, building trust - ask questions and listen to understand, anticipate their needs.
+ Educate and connect clients to technology solutions such as leveraging the Chase Mobile App, Chase.com, and ATMs to help them with their banking needs whenever, wherever, and however they want.
+ Learn products, services, and procedures quickly and accurately to effectively consult with clients about banking solutions, as well as collaborate with and connect them to our team of experts to help with specialized financial needs.
+ Adheres to policies, procedures, and regulatory banking requirements.
**Required qualifications, capabilities, and skills**
+ Demonstrated success using a value-added, relationship-oriented approach to acquire and deepen client relationships.
+ 1+ year Branch Banking Banker or equivalent experience in Financial Services sales experience with proven success in acquiring new clients, deepening relationships, and revenue generation.
+ Ability to create memorable experiences for our clients - elevate the client experience.
+ Excellent communication skills, both in person and over the phone, with proven ability to tailor features and benefits of products and services to clients with differing needs.
+ Ability to resolve client issues quickly and effectively with attention to detail - providing consistent client experience.
+ Operate within established risk parameters/tolerances and meet internal/external risk and compliance obligations, including completion of required training.
+ High school degree, GED, or foreign equivalent.
+ The Securities Industry Essential (SIE) exam, FINRA Series 6, state registration (including 63 if required), and Life licenses are minimum requirements. All unlicensed applicants must obtain their licenses though JPMC's licensing program within 180 days of hire, study materials and support provided.
+ Ability to work branch hours including weekends and some evenings.
**Preferred qualifications, capabilities, and skills**
+ College degree or military equivalent.
+ Experience in cultivating relationships with affluent clients.
**Dodd Frank/Truth in Lending Act** This position is subject to the Dodd Frank/Truth in Lending Act qualification requirements for Loan Originators. As such, an employment offer for this position is contingent on JPMC's review of your criminal conviction history, credit report, information available through NMLS, and any other information relevant to a determination by JPMC that you demonstrate financial responsibility, good character, and general fitness for the position. Note that any felony conviction within the last seven years will disqualify you from consideration for this position. Your continued employment in this position would be contingent upon compliance with Truth in Lending Act/Dodd Frank Loan Originator requirements.
In addition, this position requires National Mortgage Licensing System and Registry (NMLS) registration under the SAFE Act of 2008. As such, upon active employment with JPMorganChase, you will be required to either register on NMLS, or to update your existing registration as necessary to grant access to and reflect your employment with JPMorganChase. Your continued employment in this position with JPMorganChase is contingent upon compliance with the SAFE Act, including successful registration immediately after your start date, and timely completion of annual renewal and required updates thereafter.
Any information obtained during the registration, update, and renewal processes or through NMLS notifications may impact your employment with the firm. Any of the completed information you provide during the Chase on-line application process may be transferred, on your behalf, to NMLS by JPMorganChase. Please carefully review the information you provide to Chase for accuracy and consistency and with any current NMLS record, if applicable, before submitting. Further information about NMLS and registration requirements of registration can be found at: ****************************************************************
Chase is a leading financial services firm, helping nearly half of America's households and small businesses achieve their financial goals through a broad range of financial products. Our mission is to create engaged, lifelong relationships and put our customers at the heart of everything we do. We also help small businesses, nonprofits and cities grow, delivering solutions to solve all their financial needs.
We offer a competitive total rewards package including base salary determined based on the role, experience, skill set and location. Those in eligible roles may receive commission-based pay and/or discretionary incentive compensation, paid in the form of cash and/or forfeitable equity, awarded in recognition of individual achievements and contributions. We also offer a range of benefits and programs to meet employee needs, based on eligibility. These benefits include comprehensive health care coverage, on-site health and wellness centers, a retirement savings plan, backup childcare, tuition reimbursement, mental health support, financial coaching and more. Additional details about total compensation and benefits will be provided during the hiring process.
We recognize that our people are our strength and the diverse talents they bring to our global workforce are directly linked to our success. We are an equal opportunity employer and place a high value on diversity and inclusion at our company. We do not discriminate on the basis of any protected attribute, including race, religion, color, national origin, gender, sexual orientation, gender identity, gender expression, age, marital or veteran status, pregnancy or disability, or any other basis protected under applicable law. We also make reasonable accommodations for applicants' and employees' religious practices and beliefs, as well as mental health or physical disability needs. Visit our FAQs for more information about requesting an accommodation.
Equal Opportunity Employer/Disability/Veterans
$61k-128k yearly est. 2d ago
Traders Market Desk Executive
Quantfury
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
$55k-95k yearly est. 60d+ ago
Float Universal Banker
First Horizon 3.9
Personal banker job in Coral Gables, FL
Location: On site at location listed in job posting as well as coverage for other banking centers in the immediate area.
Provide quality, accurate and timely customer service involving daily processing of financial transactions and opening accounts in a retail banking environment. Introduce bank products and services through outreach to prospects and provide tailored recommendations to existing clients to deepen relationships. Perform related duties i.e. outbound sales calls as required to achieve banking center goals (meet/exceed sales goals/referral goals) and provide support to banking center management.
ESSENTIAL DUTIES AND RESPONSIBILITIES
Sales and service
Provide both teller and platform support as needed to keep client wait times to a minimum and to provide quality customer service. Teller support includes performing daily processing of financial transactions, i.e. deposits, handling currency, coin, and cashing checks. Platform support includes opening checking accounts, savings accounts, and provide all other deposit product services.
Identify client needs through consultative conversations and recommend appropriate products and services to meet those needs.
Open and process new demand and time deposit accounts including savings accounts, IRAs, certificates of deposit, and money market accounts.
Cross-sell and make referrals to bank partners to generate new business and deepen existing client relationships.
Conduct regular outbound calls to clients and prospects, including participating in client/prospect calling activities during special deposit/loan campaigns.
Assist client with loan application for personal/retail consumer needs and “handing off” the processing of these applications to the appropriate associate.
Client experience
Research and resolve problems and respond to client inquiries on account status.
Deliver excellent client experiences consistently and promptly resolve client issues effectively.
Enhance individual knowledge to better serve clients by attending relevant sales, service, and product knowledge meetings, training classes, and web-based learning.
Compliance and risk management
Expected compliance with bank regulations, policies, procedures, risk management, internal controls, and the First Horizon code of ethics.
Operational efficiency
Assist banking center associates with all aspects of daily operations as needed, including audit controls.
Assist banking center management with “on the job training” of new associates.
Stay informed of all operational updates and changes to ensure compliance with all current guidelines.
Perform all other job-related duties as assigned
QUALIFICATIONS
To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The qualifications listed below are representative of the knowledge, skill, and/or ability required and may be substituted with an equivalent combination of education and experience.
High school diploma or general education degree (GED) and 1 year of experience as a Teller preferred.
As part of the employment process for this position, you will have to meet the requirements of a background credit check. This position requires compliance with the S.A.F.E Mortgage Licensing Act of 2008 and all related regulations. Ongoing employment is contingent upon meeting all such requirements.
DeGarmo Behavioral Assessment Requirement
All candidates must complete the DeGarmo Retail Behavioral Assessment to be considered for this position
The assessment takes approximately 12-15 minutes to complete
Assessment results must be submitted prior to having your application evaluated by Talent Acquisition
Hours:
Monday - Friday
7:45 AM - 5:15 PM
About Us
First Horizon Corporation is a leading regional financial services company, dedicated to helping our clients, communities and associates unlock their full potential with capital and counsel. Headquartered in Memphis, TN, the banking subsidiary First Horizon Bank operates in 12 states across the southern U.S. The Company and its subsidiaries offer commercial, private banking, consumer, small business, wealth and trust management, retail brokerage, capital markets, fixed income, and mortgage banking services. First Horizon has been recognized as one of the nation's best employers by Fortune and Forbes magazines and a Top 10 Most Reputable U.S. Bank. More information is available at *********************
Benefit Highlights
• Medical with wellness incentives, dental, and vision
• HSA with company match
• Maternity and parental leave
• Tuition reimbursement
• Mentor program
• 401(k) with 6% match
• More -- FirstHorizon.com/First-Horizon-National-Corporation/Careers/Our-Benefits
Follow Us
Facebook
X formerly Twitter
LinkedIn
Instagram
YouTube
$31k-37k yearly est. 39d ago
Private Client Banker- Wynwood - Miami, FL
Jpmorganchase 4.8
Personal banker job in Miami, 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: **************************************************************************
$62k-129k yearly est. Auto-Apply 5d ago
Float Universal Banker
First Horizon Bank 3.9
Personal banker job in Coral Gables, FL
**Location:** On site at location listed in job posting as well as coverage for other banking centers in the immediate area. Provide quality, accurate and timely customer service involving daily processing of financial transactions and opening accounts in a retail banking environment. Introduce bank products and services through outreach to prospects and provide tailored recommendations to existing clients to deepen relationships. Perform related duties i.e. outbound sales calls as required to achieve banking center goals (meet/exceed sales goals/referral goals) and provide support to banking center management.
**ESSENTIAL DUTIES AND RESPONSIBILITIES**
Sales and service
+ Provide both teller and platform support as needed to keep client wait times to a minimum and to provide quality customer service. Teller support includes performing daily processing of financial transactions, i.e. deposits, handling currency, coin, and cashing checks. Platform support includes opening checking accounts, savings accounts, and provide all other deposit product services.
+ Identify client needs through consultative conversations and recommend appropriate products and services to meet those needs.
+ Open and process new demand and time deposit accounts including savings accounts, IRAs, certificates of deposit, and money market accounts.
+ Cross-sell and make referrals to bank partners to generate new business and deepen existing client relationships.
+ Conduct regular outbound calls to clients and prospects, including participating in client/prospect calling activities during special deposit/loan campaigns.
+ Assist client with loan application for personal/retail consumer needs and "handing off" the processing of these applications to the appropriate associate.
Client experience
+ Research and resolve problems and respond to client inquiries on account status.
+ Deliver excellent client experiences consistently and promptly resolve client issues effectively.
+ Enhance individual knowledge to better serve clients by attending relevant sales, service, and product knowledge meetings, training classes, and web-based learning.
Compliance and risk management
+ Expected compliance with bank regulations, policies, procedures, risk management, internal controls, and the First Horizon code of ethics.
Operational efficiency
+ Assist banking center associates with all aspects of daily operations as needed, including audit controls.
+ Assist banking center management with "on the job training" of new associates.
+ Stay informed of all operational updates and changes to ensure compliance with all current guidelines.
Perform all other job-related duties as assigned
**QUALIFICATIONS**
To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The qualifications listed below are representative of the knowledge, skill, and/or ability required and may be substituted with an equivalent combination of education and experience.
+ High school diploma or general education degree (GED) and 1 year of experience as a Teller preferred.
As part of the employment process for this position, you will have to meet the requirements of a background credit check. This position requires compliance with the S.A.F.E Mortgage Licensing Act of 2008 and all related regulations. Ongoing employment is contingent upon meeting all such requirements.
**DeGarmo Behavioral Assessment Requirement**
+ All candidates must complete the DeGarmo Retail Behavioral Assessment to be considered for this position
+ The assessment takes approximately 12-15 minutes to complete
+ Assessment results must be submitted prior to having your application evaluated by Talent Acquisition
**Hours** :
+ Monday - Friday
+ 7:45 AM - 5:15 PM
**About Us**
First Horizon Corporation is a leading regional financial services company, dedicated to helping our clients, communities and associates unlock their full potential with capital and counsel. Headquartered in Memphis, TN, the banking subsidiary First Horizon Bank operates in 12 states across the southern U.S. The Company and its subsidiaries offer commercial, private banking, consumer, small business, wealth and trust management, retail brokerage, capital markets, fixed income, and mortgage banking services. First Horizon has been recognized as one of the nation's best employers by Fortune and Forbes magazines and a Top 10 Most Reputable U.S. Bank. More information is available at ******************** (https://urldefense.com/v3/\_\_https:/********************/\_\_;!!Cz2fjcuE!hpq9hPnrucZCPIAVPojVESItIq-FPzhurNdCrQ3JE8Rkx3gMd70nIk6\_kmPxl66\_oJCEsXs0gNunPowMAMHCmBYPOtUxUGI$) .
**Benefit Highlights**
- Medical with wellness incentives, dental, and vision
- HSA with company match
- Maternity and parental leave
- Tuition reimbursement
- Mentor program
- 401(k) with 6% match
- More -- FirstHorizon.com/First-Horizon-National-Corporation/Careers/Our-Benefits
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Equal Opportunity Employer/Protected Veterans/Individuals with Disabilities
This employer is required to notify all applicants of their rights pursuant to federal employment laws.
For further information, please review the Know Your Rights (**************************** notice from the Department of Labor.
How much does a personal banker earn in Lighthouse Point, FL?
The average personal banker in Lighthouse Point, 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 Lighthouse Point, FL
$34,000
What are the biggest employers of Personal Bankers in Lighthouse Point, FL?
The biggest employers of Personal Bankers in Lighthouse Point, FL are: