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Senior Private Banker - Wealth Planning & Growth
Jpmorgan Chase & Co 4.8
Personal banker job in Fort Lauderdale, FL
A leading financial services firm in Fort Lauderdale is seeking a Private Banker to provide exceptional service to clients. The candidate will advise families on wealth management, utilize knowledge of investments and financial concepts, and develop strong client relationships. With at least six years of experience in Private Banking or Financial Services required, this role offers the opportunity to connect clients across all business lines, ensuring a holistic approach to financial solutions.
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$59k-133k yearly est. 4d ago
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Senior Banker - Lighthouse Point Financial Center - Portuguese Required
Bank of America 4.7
Personal banker job in Pompano Beach, FL
Lighthouse Point, Florida
**To proceed with your application, you must be at least 18 years of age.**
Acknowledge
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**To proceed with your application, you must be at least 18 years of age.**
Acknowledge (***************************************************************************************************************************************************
**:**
At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. We do this by driving Responsible Growth and delivering for our clients, teammates, communities and shareholders every day.
Being a Great Place to Work is core to how we drive Responsible Growth. This includes our commitment to being an inclusive workplace, attracting and developing exceptional talent, supporting our teammates' physical, emotional, and financial wellness, recognizing and rewarding performance, and how we make an impact in the communities we serve.
Bank of America is committed to an in-office culture with specific requirements for office-based attendance and which allows for an appropriate level of flexibility for our teammates and businesses based on role-specific considerations.
At Bank of America, you can build a successful career with opportunities to learn, grow, and make an impact. Join us!
**Job Description:**
This job is responsible for serving as the first point of contact for financial center clients, helping to uncover personal banking needs of both individual and small business clients, offering appropriate solutions, and connecting clients to specialists. Key responsibilities include deepening client relationships through platform services, supporting clients with self-service or transactional activities, and providing exceptional client care. Job expectations include proactively connecting with clients through outbound calls and conducting consistent follow-up routines.
**Responsibilities:**
+ Partners with teams to provide financial center clients with both consumer and small business solutions, services, and strategies when uncovering personal banking needs and helping clients navigate their unique life priorities
+ Assists, educates, and trains clients on conducting simple transactions through self-service technologies
+ Leverages available resources, technologies, and processes to optimize the client experience and deliver operational excellence and accuracy
+ Adheres to established processes, laws, and guidelines in performing day-to-day activities, such as opening accounts, account maintenance, and Digital Assisted Shopping
+ Manages client interactions by taking the best course of action for the bank and its clients and abiding by all regulatory requirements
**Required Qualifications:**
+ Minimum of one year demonstrated sales experience in a relationship-oriented and client-centric environment
+ In lieu of one year of sales experience, has previously held the role of Relationship Manager (RM), Advisor Development Program (ADP) RM, Credit Solutions Advisor (CSA I) or Relationship Manager Business Owner Specialist (RMBOS) at Bank of America for a minimum of six months
+ Enthusiastic, highly motivated self-starter with a strong work ethic and intense focus on results, acting in the best interest of the client
+ Collaborates effectively to get things done, building and nurturing strong relationships
+ Displays passion, commitment and drive to deliver an experience that improves our clients' financial lives
+ Confident in identifying solutions for helping new and existing clients based on their needs
+ Strong written and verbal communications skills
+ Can communicate effectively and confidently and is comfortable engaging all clients (in-person and by phone)
+ Ability to learn and adapt to new information, technology platforms, handle ambiguity and adapt to changing circumstances
+ Applies strong critical thinking and problem-solving skills to meet clients' needs
+ Demonstrates effective time management skills and the ability to organize, prioritize and perform multiple tasks simultaneously
+ Is a commissioned notary or can successfully obtain a notary commission in the state you work within a few months of start date in role (exact timeframe varies by location due to differing state laws)
+ Must be able to work weekends and/or extended hours and travel to any financial center location within a reasonable distance
+ Portuguese Language Required
**Desired Qualifications:**
+ Associate's Degree or Bachelor's Degree in business, finance or a related field
+ Experience working in a financial center where goals were met or exceeded
+ Retail and/or sales experience in a salary plus incentive environment
+ Experience working in an environment with individual and/or team goals where goals were routinely met or exceeded
+ Experience with financial information, spreadsheets and financial skills
+ Knowledge of banking products and services
+ Strong computer skills including Microsoft applications and previous experience utilizing laptop technology
**Skills:**
+ Active Listening
+ Business Acumen
+ Customer and Client Focus
+ Oral Communications
+ Problem Solving
+ Account Management
+ Client Experience Branding
+ Client Management
+ Client Solutions Advisory
+ Relationship Building
+ Business Development
+ Pipeline Management
+ Prospecting
+ Referral Identification
+ Referral Management
**Minimum Education Requirement:** High School Diploma / GED / Secondary School or equivalent
**Shift:**
1st shift (United States of America)
**Hours Per Week:**
40
Bank of America and its affiliates consider for employment and hire qualified candidates without regard to race, religious creed, religion, color, sex, sexual orientation, genetic information, gender, gender identity, gender expression, age, national origin, ancestry, citizenship, protected veteran or disability status or any factor prohibited by law, and as such affirms in policy and practice to support and promote the concept of equal employment opportunity, in accordance with all applicable federal, state, provincial and municipal laws. The company also prohibits discrimination on other bases such as medical condition, marital status or any other factor that is irrelevant to the performance of our teammates.
View your **"Know your Rights (************************************************************************************** "** poster.
**View the LA County Fair Chance Ordinance (************************************************************************************************** .**
Bank of America aims to create a workplace free from the dangers and resulting consequences of illegal and illicit drug use and alcohol abuse. Our Drug-Free Workplace and Alcohol Policy ("Policy") establishes requirements to prevent the presence or use of illegal or illicit drugs or unauthorized alcohol on Bank of America premises and to provide a safe work environment.
Bank of America is committed to an in-office culture with specific requirements for office-based attendance and which allows for an appropriate level of flexibility for our teammates and businesses based on role-specific considerations. Should you be offered a role with Bank of America, your hiring manager will provide you with information on the in-office expectations associated with your role. These expectations are subject to change at any time and at the sole discretion of the Company. To the extent you have a disability or sincerely held religious belief for which you believe you need a reasonable accommodation from this requirement, you must seek an accommodation through the Bank's required accommodation request process before your first day of work.
This communication provides information about certain Bank of America benefits. Receipt of this document does not automatically entitle you to benefits offered by Bank of America. Every effort has been made to ensure the accuracy of this communication. However, if there are discrepancies between this communication and the official plan documents, the plan documents will always govern. Bank of America retains the discretion to interpret the terms or language used in any of its communications according to the provisions contained in the plan documents. Bank of America also reserves the right to amend or terminate any benefit plan in its sole discretion at any time for any reason.
$70k-127k yearly est. 2d ago
Patient Financial Associate 2, Emergency Department, PART TIME, 7P-7:30A
Baptist Health South Florida 4.5
Personal banker job in Miami, FL
Applies only to Emergency Department and BOS Digital Registration. Responsible for completing varied duties to support the revenue cycle, compliance, and patient experience by accurately and efficiently completing tasks in areas of registration, financial screening, verification, and patient throughput. This incumbent will be responsible for meeting individual collection goals. Maintains a close working relationship with all members of the clinical team to ensure a seamless and positive experience for both patients and caregivers. This incumbent is considered essential staff and must be able to work as needed on weekends, holidays, and during disastrous events. This position may require deployment of legal, ethical and compliance related documents that must be presented and thoroughly explained to the patient at the time of registration. Practices the Baptist Health philosophy of service excellence in providing professional, compassionate and friendly service to patients of all ages, families, employees, physicians and community members.
Degrees:
* High School, Certificate of completion, GED, Training, Experience.
Additional Qualifications:
Associates Degree preferred.
Complete and pass the Patient Access training course.
Ability to work in a fast-paced public health setting or Revenue Cycle setting with demonstrated experience in payment collection, such as billing, sales, and collection/Customer Service.
In lieu of degree and/or experience, a highly motivated individual that has the ability to satisfactorily demonstrate and/or role play required skills in a professional manner with a clear and convincing ability to excel in the role.
Ability to perform basic mathematical calculations.
Detail oriented, organized, team player, compassionate, excellent customer service and interpersonal communication skills .
Ability to multitask and have an agile mindset.
Desired: Knowledge of healthcare regulatory guidelines to include, but not limited to, HIPAA, AHCA, EMTALA, etc.
Understanding of insurance contracts, collections, authorizations and pre-certifications, Microsoft Office products, and EMR applications, etc.
Knowledge of medical terminology.
Bilingual English, Spanish/Creole.
Minimum Required Experience: Less than 1 year
$37k-51k yearly est. 8d ago
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
Client Experience Trader
Tradestation 4.6
Personal banker job in Plantation, FL
#WeAreTradeStation Who We Are: TradeStation is an online brokerage firm seeking to level the playing field for self-directed investors and traders, empowering them to claim their individual financial edge. At TradeStation, we're continuously pushing the boundaries of what's possible, encouraging out-of-the-box thinking and relentless search for innovation. What We Are Looking For: We are seeking a Client Experience Trader who will be responsible for end-to-end client support. The client base that is serviced consists of sophisticated traders that require a unique level of support. The position will be responsible for supporting clients in all aspects of live and simulated trading support, platform troubleshooting and product support. The candidate will be expected to work as a liaison to Sales, Operations and other departments to ensure resolution to all customer requests and issues in a timely fashion. What You'll Be Doing:
Assist clients with executing live orders, providing quotes and information on live balances and positions
Provide Order Entry assistance across all asset classes
Resolve client inquiries via email, chat, and phone
Work in a team-oriented environment
Account maintenance (transaction inquiries, commission review, etc.)
Software support
Ability to work in a fast paced and interactive environment
Maintain a positive representation of TradeStation through professionalism, courtesy, and by striving to exceed Clients' expectations
The Skills You Bring:
Required to have passed all relevant industry exams
Successfully complete order entry training
Demonstrate proficiency in providing order entry assistance across all asset classes
Complete live trader training and exhibit a thorough understanding of the policies, procedures and systems necessary for assisting clients in a live trading environment
Extensive knowledge of multiple trading platforms in order to handle technical questions in regard to trading as well as software support
Familiar with customer account procedures to assist with client inquiries
Minimum Qualifications:
College degree required
4-6 years of financial services experience
SIE, Series 7, 63, and 3 licenses
Desired Qualifications:
Additional licenses may be required as the job role evolves
What We Offer:
Collaborative work environment
Competitive Pay
Yearly bonus and generous 401k plan
Comprehensive benefits for you and your family starting Day 1, including a Veterinary Discount Plan!
Generous Paid Time Off plans
Flexible working environment
TradeStation Account employee benefits, as well as full access to trading education materials
Pay Range (US) $60-68K (Countries outside of the US have differing ranges in accordance with local labor markets)
TradeStation provides equal employment opportunities to current and prospective employees, without regard to race, color, religion, sex, national origin, ancestry, sexual orientation, age, pregnancy, disability, handicap, citizenship, veteran or marital status, or any other legally recognized status entitled to protection under federal, state, or local anti-discrimination laws.
$60k-68k yearly 1d 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. 22d 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
Future Position at rbb
RBB Communications 4.0
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.
$76k-136k yearly est. 60d+ 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 43d ago
Jr. Private Banker
Itau 3.6
Personal banker job in Miami, FL
Duties & Responsibilities
• Support the expansion of the private banking business by generating and following up on leads with existing and prospective clients, and assessing & delivering on their overall banking, investment, and wealth planning needs
• Identify and deliver appropriate banking products & services demonstrating simplicity, guidance, knowledge, and experience, after conducting an in-depth client needs assessment and analysis
• Work collaboratively with the investment & advisory team, product experts and other business areas in order to maximize the client experience, engender trust and cooperation, identify synergies and referral opportunities, and maximize the depth of the product & service platform offered to current and prospective clients.
• Meet and exceed client expectations by consistently providing exceptional customer service in a professional, positive, thorough and timely manner.
• Demonstrate a proactive attitude by providing clients with thoughtful and relevant information and insight
• Develop and maintain a disciplined approach to sound account management practices by conducting rigorous account reviews on a consistent basis
• Maintain required documentation of the book (W8, KYC updates etc.)
• Efficiently manage client communication, including business travel plans
• Identify sources for prospects, defining a methodology to maximize client acquisition efforts
• Compliance with BSA/AML laws, rules, regulations and the bank's BSA/AML policies and procedures
. Compliance with Anti-Money Laundering and Bank Secrecy Act related principles, laws, rules and regulations, as well as Itau's related policies and procedures.
Qualifications
• Bachelor's degree in business administration or related field
• FINRA Series 7 required
• Demonstrated knowledge of private banking investments, products and services
• Superior sales and relationship management skills
• Outstanding analytical and organizational skills
• Exceptional interpersonal and influence management capabilities
• Superb oral & written communication skills
• Ability to work well with multiple teams
• Fluency in Spanish and English
$44k-96k yearly est. 60d+ ago
Private Client Banker - Biscayne and 209th - Aventura, FL
JPMC
Personal banker job in Aventura, 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: **************************************************************************
$32k-71k yearly est. Auto-Apply 7d ago
Private Banker - Miami
Pacifica Continental
Personal banker job in Miami, FL
Private Banker Our client, a prestigious international financial institution, is seeking a Private Banker to join their team in Miami. The ideal candidate will have a strong track record in private banking, with experience in business development and relationship management within the Latin American market. This role is ideal for a driven professional with a hunter mentality and a portfolio of high-net-worth clients.
Responsibilities:
Develop and expand relationships with high-net-worth clients, focusing on the Latin American market.
Actively prospect and onboard new clients to grow the existing book of business.
Provide tailored wealth management and advisory services, including investment, trust, and estate planning solutions.
Maintain a deep understanding of client needs, preferences, and financial goals to deliver customized financial strategies.
Collaborate with internal teams to deliver comprehensive solutions and ensure high levels of client satisfaction.
Monitor and manage portfolio performance, ensuring alignment with clients' objectives and risk tolerance.
Stay up-to-date with financial market trends and regulatory requirements to provide timely advice to clients.
Requirements:
Minimum of 5 years of experience in private banking or wealth management.
Proven ability to build and maintain a book of clients in the Latin American market.
Business Introducer, Wealth Advisor, Client Advisor, or similar background in wealth management.
Fluent in English, with proficiency in either Portuguese or Spanish.
Strong business development skills and a hunter mentality, with the ability to drive revenue growth.
If you meet the qualifications and are ready to take your career to the next level, we invite you to apply and join our client's dynamic team.
$32k-71k yearly est. Auto-Apply 60d+ 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 37d ago
Private Client Banker - Sawgrass- Sunrise, FL
Chase 4.4
Personal banker job in Sunrise, 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: **************************************************************************
$35k-63k yearly est. Auto-Apply 60d+ ago
Retail Banking Representative
Ocean Bank
Personal banker job in Miami, FL
The Retail Banking Representative (Brickell) is responsible for opening new accounts, personal and business; ensuring the proper documentation for new accounts has been gathered and properly documented, and cross sells banks products/services.
Responsibilities
Inputs data and documents KYC (Know Your Customer). Assists branch personnel and customers with any account related inquiry. Provides quality customer service on a personal basis to customers in person, e-mail and by phone. As well as providing customer service to the internal departments of the bank. Also, performs as a Teller when needed. Processes teller transactions at the teller line; performs all teller paying and receiving functions for commercial and personal accounts, including services such as deposits, Cashier's Checks, Money Orders, and Cash Advances, gathers CTR information for transactions that exceed the established threshold and balances the cash drawer.
Qualifications
High school diploma or equivalent with at least two (2) years of teller or related financial customer service experience in handling cash and one (1) year of banking experience required. New Accounts experience preferred. Must possess the ability to deal with customers in a pleasant and effective manner.
Must be knowledgeable of internal bank operations (wire transfers, debits/credits and loan payments) and of banking products to cross-sell.
Must possess good verbal and written communication skills, interpersonal, and organizational skills.
Must possess good computer knowledge in MS Software, (e.g. Excel, Word, and Outlook).
Job Posting Locations In this role you can work onsite from Miami, Florida, United States
$34k-43k yearly est. Auto-Apply 8d ago
Automotive Sales & Finance Representative
Dupont Registry 3.9
Personal banker job in Miami, FL
In this critical role, you will hold full ownership and accountability for sourcing, managing, and successfully closing retail automotive transactions. You will be responsible for overseeing every aspect of the sales process, beginning with the initial client introduction and continuing through financing, deal structuring, and final vehicle delivery. This includes guiding clients seamlessly through complex purchase decisions, coordinating with finance partners to secure optimal lending solutions, and ensuring full compliance with all regulatory requirements.
You will collaborate closely with the General Manager of Sales to strategically grow and expand the retail segment of the business, contributing through individual performance and supporting broader sales initiatives and operational improvements. This role demands a highly autonomous professional who can operate with entrepreneurial initiative, balancing independence with effective teamwork.
While this is not a traditional showroom role, it requires your presence on-site to leverage the full power of the du Pont REGISTRY brand and its resources. Candidates must live within close proximity to either our Miami, FL or Lebanon, TN locations to effectively engage with our local team and clientele. The ideal candidate is an accomplished sales and finance professional, adept at managing sophisticated, high-value transactions with discretion and confidence. You must demonstrate a proactive approach, exceptional communication skills, and the ability to navigate the complexities of luxury automotive sales and finance in a dynamic, fast-paced environment.
KEY RESPONSIBILITIES
Responsible for the entire deal, start to end. From introduction to finance and close deals
Personally handle the full F&I process - including credit applications, lender approvals, funding paperwork, and compliance
Source your own opportunities. While you'll have access to company resources, marketing, and leads, this will require you to build and maintain your own pipeline
Generate and manage your own client book using outbound outreach, referrals, and creative prospecting strategies
Utilize CRM tools to manage follow-up schedules, track deal progress, and ensure timely customer communication
Work cross-functionally with other departments to move deals forward efficiently and professionally
Structure and finalize finance deals with precision and compliance
Coordinate funding, title processing, and document accuracy with administrative support
Maintain strong product knowledge across multiple brands
QUALIFICATIONS
Experience in luxury, exotic, or high-line automotive sales
Direct F&I experience
Proven ability to self-source leads, manage a personal pipeline, and close deals
Strong working knowledge of lender platforms (e.g., RouteOne, Dealertrack, Westlake, etc.) and finance compliance requirements
High level of professionalism, discretion, and responsiveness
Excellent communication skills, both written and verbal
Strong analytical, problem-solving, and strategic-thinking skills with a forward-looking focus
Ability to multi-task in a fast-paced, always-on environment
Ability to deal with ambiguity and imperfect information
Strong interpersonal skills and ability to frequently adjust priorities and help the team wherever needed
Strong collaboration skills and ability to work with teams across the organization
Excellent time-management and organizational skills with experience in working towards tight deadlines
$29k-47k yearly est. 60d+ ago
Patient Financial Services Specialist II
Community Health of South Florida Inc. 4.1
Personal banker job in Miami, FL
The purpose of the Patient Financial Services Specialist II is to ensure that the batches and daily registration have been processed correctly. Coordination of work from the patient care areas, maintaining the work flow of documents to and from data processing and supervising closing by staff.
POSITION REQUIREMENTS / QUALIFICATIONS:
Education/Experience:
High School Diploma or GED Equivalent. Some College Credits Preferred, Five years' experience in Health Care. Knowledge of Medicaid / Medicare insurance, collections and setup. Must know how to post B&E's.
Licensure / Certification:
Maintain current CPR certification from the American Heart Association
Skills / Ability:
Ability to work as a team leader and independently. Must have clerical skills, ability to type 35 WPM and have interviewing skills. Must have knowledge of math, operation of calculator; telephone etiquette, human relation skills and organizational skills. Must be computer literate. Ability to demonstrate effective oral and written communication skills.
POSITION RESPONSIBILITIES (THIS IS A EXEMPT POSITION)
Complete statistical data and submit daily.
Plans, supervises and coordinates the work of Patient Financial Services Specialist staff and supporting clerical staff in various Departments.
Assist with training of new employees and work related problems.
Answers inquiries of staff as questions arise in connection with obtaining needed information.
Spot check work in progress to ensure prompt work flow to and from Data Processing.
Ensures that decisions are in accordance with CHI Policies.
Make credit decisions regarding admission deposit in problem situations.
Discuss with patient the status of their accounts and make payment arrangements.
Verifies Medicare, Medicaid and all other insurance carriers when needed.
Coordinates and directs balance of daily closing and ensures that all procedures and payments are posted accurately by staff.
Performs cashier duties, collects patient funds for services and enters data into computer for payment received.
Performs voids, deletions, corrections on payments, B&E's and batches.
Performs billing audits to ensure compliance by the PFSS.
Provides instruction regarding posting in computer correctly.
Verifies batches of PFSS.
Provides updates and training of cashier functions.
Provides reports to the Director of Finance or appropriate staff.
Use appropriate and correct telephone etiquette at all times.
Participates in Continuing Educational In-service and Performance Improvement Activities.
Report of PFSS errors.
Report of Medical Coding errors.
Ensures that all B&E (billing and encounter) forms are posted by the PFSS within the same of service.
Ensure batches are scanned into the Imaging system on time and accurately.
Allocation of Personnel to cover staff shortages.
Reports to work on time and ready to work with minimal absenteeism.
Adheres to the Confidentiality Policies and Procedures / HIPAA Regulations.
Performs other duties as assigned, including variable shifts if needed.
$32k-58k yearly est. Auto-Apply 60d+ ago
Financial Services Representative I - Miami Gardens Walmart
Dade County Federal Credit Union 4.4
Personal banker job in Doral, FL
Financial Service Representative - Miami Gardens Walmart Branch
Starting Salary:
$20.00 per hour
Responsibilities include cross-selling credit union products and services that meet our member's financial needs. Candidate will provide account services and resolve member inquiries. This is a high contact position requiring the ability to communicate face to face effectively with prospective/current members and to represent the credit union in a positive and professional manner. Candidate will also be part of the Float Staff which requires to go to various branches as needed.
Essential Duties & Responsibilities:
Process all financial transactions and member inquiries in an accurate and timely manner.
Accepts sales goals and understands the role played in achieving branch's sales goals.
Establishes good rapport with members.
Possesses thorough knowledge of Dade County Federal Credit Union products and services.
Recognizes selling opportunities and effectively cross-sells credit union products and services to build member relationships.
Performs new account openings and all other related platform functions.
Has a thorough understanding of credit union loan products and handles all loan applications, including but not limited to accepting the loan application with all the required information. .
Obtains all required licenses as established by Credit Union.
Handles inquiries, concerns and requests from members and employees.
Handles all account maintenance, all service related member needs and communicates to higher authority, when necessary.
Willingly assists all departments as requested.
Complies with all Bank Secrecy Act (BSA) regulations and standards. Attends all required BSA training.
Willing to assist in any other areas as requested.
Requirements:
Intermediate PC skills are required, MS Office and Windows necessary.
Candidate must have excellent written and verbal communication skills.
Candidate must be detailed oriented and display excellent mathematical skills.
Schedule to include extended branch and Saturday hours .
Candidate must have the ability to travel throughout the branch network to provide staffing assistance at all branch locations.
High school diploma or equivalent required.
Bilingual: English and Spanish, Highly Desirable
Dade County Federal Credit Union requires certain positions to obtain a Florida 2-11 Credit Life/Credit Disability License in order to perform the duties required of the position. DCFCU is responsible for fees associated with this licensing process.
All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability or protected veteran status.
$20 hourly Auto-Apply 47d 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 37d ago
Customer Financial Services Representative
Stribbons Packaging
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
How much does a personal banker earn in North Miami, FL?
The average personal banker in North Miami, 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 North Miami, FL
$34,000
What are the biggest employers of Personal Bankers in North Miami, FL?
The biggest employers of Personal Bankers in North Miami, FL are: