Universal Banker - South Ocala
Personal banker job in Ocala, FL
The position is described below. If you want to apply, click the Apply Now button at the top or bottom of this page. After you click Apply Now and complete your application, you'll be invited to create a profile, which will let you see your application status and any communications. If you already have a profile with us, you can log in to check status.
Need Help?
If you have a disability and need assistance with the application, you can request a reasonable accommodation. Send an email to
Accessibility
(accommodation requests only; other inquiries won't receive a response).
Regular or Temporary:
Regular
Language Fluency: English (Required)
Work Shift:
1st shift (United States of America) Please review the following job description:Provide timely and efficient completion of client transactions while maintaining accurate records and thorough proper handling of all monies assigned. Deliver superior quality service, identifying and understanding the client's financial needs. Cross-trained to support sales and service activities, with a particular focus on assisting with outbound calling and supporting Integrated Relationship Management (IRM) activities.
ESSENTIAL DUTIES AND RESPONSIBILITIES
Following is a summary of the essential functions for this job. Other duties may be performed, both major and minor, which are not mentioned below. Specific activities may change from time to time.
1. Provide a distinctive client experience to ensure a consistent service level by engaging clients with smiling, facilitating courteous conversation, conducting both complex and standardized transactions while uncovering needs. Performs more complex transactions with assistance as necessary.
2. Educate clients on digital, self-service solutions including ATMs, Online and Mobile banking to make banking easier and enhance their service experience.
3. Support team sales process by participating in client outreach through outbound calls, checking for client offers, and identifying client needs or opportunities by fulfilling the need or referring the client to the appropriate branch team members or specialist.
4. Understand the importance of Integrated Relationship Management (IRM) to ensure we seamlessly deliver Truist expertise and solutions for our clients' unique needs.
5. Participate fully in all components of the established Truist Retail Community Bank Leadership Routines.
6. Commit to advancing individual and product knowledge to better serve consumer and business clients by attending sales, service and product knowledge meetings and all applicable training classes and web-based learning.
7. Adhere to internal controls, operational procedures and risk management policies. Stays informed of all changes in policies and procedures to ensure compliance with current guidelines.
8. Serve as secondary contact for new account openings and problem resolution, offering applicable products and services to clients and prospects. Handles proportionate volume of work based on branch demands.
QUALIFICATIONS
Required Qualifications:
The requirements listed below are representative of the knowledge, skill and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
1. High school diploma or equivalent education
2. Two years of teller or cash handling or client service experience
3. Six months of client relationship building or sales experience
4. Excellent interpersonal and communication skills, including a desire to interact with clients and prospects
5. Ability to master personal computer (PC) keyboard and software skills necessary for branch automation
6. Ability to multi-task under time constraints
7. Demonstrated proficiency in basic computer applications, such as Microsoft Office software products
8. Ability to travel to accommodate temporary staffing needs as required to include temporary assignment or locale changes
9. Ability to work weekends and/or extended hours with occasional travel and overnights may be included
Preferred Qualifications:
1. One year of client relationship building or sales experience
2. Knowledge of advanced or complex branch transactions, risk management and loss prevention
3. Experience with sourcing and prospecting for new clients and client relationship building
4. General understanding of bank operations, policies and procedures
General Description of Available Benefits for Eligible Employees of Truist Financial Corporation: All regular teammates (not temporary or contingent workers) working 20 hours or more per week are eligible for benefits, though eligibility for specific benefits may be determined by the division of Truist offering the position. Truist offers medical, dental, vision, life insurance, disability, accidental death and dismemberment, tax-preferred savings accounts, and a 401k plan to teammates. Teammates also receive no less than 10 days of vacation (prorated based on date of hire and by full-time or part-time status) during their first year of employment, along with 10 sick days (also prorated), and paid holidays. For more details on Truist's generous benefit plans, please visit our Benefits site. Depending on the position and division, this job may also be eligible for Truist's defined benefit pension plan, restricted stock units, and/or a deferred compensation plan. As you advance through the hiring process, you will also learn more about the specific benefits available for any non-temporary position for which you apply, based on full-time or part-time status, position, and division of work.
Truist is an Equal Opportunity Employer that does not discriminate on the basis of race, gender, color, religion, citizenship or national origin, age, sexual orientation, gender identity, disability, veteran status, or other classification protected by law. Truist is a Drug Free Workplace.
EEO is the Law E-Verify IER Right to Work
Auto-ApplyUniversal Banker (FL - Ocala)
Personal banker job in Ocala, FL
Ameris Bank is a purpose-driven company, dedicated to bringing financial peace of mind to communities, one person at a time. Whether a customer wants to grow their business, buy a home, or feel confident in their retirement plan, they have a partner in Ameris Bank. We serve customers in our locations across the Southeast, Mid-Atlantic and nationwide through our extensive digital offerings and mobile app.
Delivering financial peace of mind starts with a team that values integrity and rewards ingenuity. At Ameris, you'll find teammates who are inclusive, collaborative problem-solvers who go the extra mile to support one another and to meet every customer's needs. When teammates are empowered and bring their diverse perspectives to the table, we create the best possible outcomes for our customers. At Ameris, we know that a growth mindset is key for high performance and fosters an environment that prioritizes continuous improvement. Teammates have access to Employee Resource Groups that serve as advocates and allies as well as professional development opportunities to drive ongoing education. Learn more about our purpose and how you can bring it to life as an Ameris Bank teammate.
Responsible for serving as a consultant to customers by conducting customer financial profiles, identifying customer needs, cross-selling, and up-selling opportunities. Seek to attract, expand, and retain customer relationships and is responsible for contributing to the financial growth of the banking center. This position will serve as both a Teller and Personal Banker to support customer and team needs. Performs other projects and duties as assigned.
Essential Functions, Duties, and Responsibilities:
* Responsible for the financial growth of the banking center through establishing, expanding, and retaining high-value consumer and business client relationships.
* Proactively communicate with current and prospective clients to educate, ensure understanding, resolve issues, develop, and maintain customer loyalty and solicit customer feedback to improve bank performance.
* Apply need-based sales techniques and conduct customer financial profiles to attract, expand, and retain client relationships by identifying products and services.
* Maintain a working knowledge of banking products and promotions.
* Open new accounts and service existing accounts.
* Accountable for achievement of defined sales and service goals.
* Make recommendations to supervisors concerning the budgetary needs of the branch and methods to improve the client's experience.
* Work to understand the root causes of customer service issues.
* Identify and implement resolutions for service issues involving supervisors on more complex issues.
* Conduct onboarding activities for new clients.
* Provide backup support to other branches and employees as needed.
* Work on the teller line when needed including operating the teller drawer and performing advanced, specialized teller functions including researching cash discrepancies, and handling complex customer transactions.
* Perform accurate transactions, balance each day, and verify cash totals.
* Scan daily proof work to the remote capture machine.
* Provide assistance and training to other colleagues and serves as a mentor.
* Practice ethical sales behaviors in accordance with the Bank's Core Values of Integrity and Honesty.
Required Knowledge, Skills and Competencies:
* Highly motivated team-player with ability to develop and maintain collaborative relationships.
* Strong written and verbal communication skills.
* Intermediate PC proficiency.
* Intermediate proficiency in Google Docs and Microsoft Office products.
Industry and Work Experience:
* 2 or more years of customer service experience required.
* 1 or more years of cash handling or retail banking experience required.
* Cross selling experience preferred.
Academic:
* Bachelor's degree in business or related field preferred or equivalent education and related training or experience required.
Benefits Available to Employees:
Ameris Bank provides a comprehensive employee benefit package to all eligible employees.
* Medical, Dental and Vision Insurance
* Ameris Bank absorbs a major portion of the cost of healthcare. You become eligible for coverage on the first of the month following 30 days of employment
* Life Insurance provided at no additional cost to employees
* Accidental Death & Dismemberment Coverage
* Long-Term Disability Coverage
* Paid Sick and Vacation Leave
* 11 Holidays
* Volunteer/Service Day
* Employee Stock Purchase Plan
* 401(k) Retirement Plan
* Ameris Bank matches 50% of your first 8% of contributions to the plan
* Flexible Spending Accounts
* Health Savings Account
* Health Reimbursement Arrangement
* Supplemental Life & Other Insurance Plans
* Identity Theft Protection
* Pet Insurance
* Legal Insurance
* Employee Assistance Program
* Employee Advocacy Program
* Tickets at Work (Entertainment discounts for Ameris Bank Employees)
* AT&T Employee Discount
* Wellness Discounts for Medical Premiums and Other Rewards
* Employee Referral Incentive
* Education Assistance
* Employee Resource Groups
Banking Advantages for Employees:
In addition to a wide array of benefits, Ameris Bank employees are also eligible for special bank services.
* Free Interest Checking
* Free Safe Deposit Box
* Free Money Orders, Travelers' Checks and Cashier Checks
* Discount on Mortgage Origination Fee
* Free Online Banking and Free Unlimited Online Bill Payment
* Employee Banking Perks
Disclaimer:
The above job description is meant to describe the general nature and level of work being performed; it is not intended to be construed as an exhaustive list of all responsibilities, duties, and skills required for the position.
All job requirements are subject to possible modification to reasonably accommodate individuals with disabilities. Some requirements may exclude individuals who pose a direct threat or significant risk to the health and safety of themselves or other employees.
Personal Banker
Personal banker job in Keystone Heights, FL
Position OverviewAt PNC, our people are our greatest differentiator and competitive advantage in the markets we serve. We are all united in delivering the best experience for our customers. We work together each day to foster an inclusive workplace culture where all our employees feel respected, valued, and have an opportunity to contribute to the company's success. You will strengthen customer relationships with a defined sales process. You will spend most of your time as a personal banker, engaging customers in sales conversations to identify appropriate financial solutions. This position, within PNC's Retail Branch Banking Network, is based in Keystone Heights Florida at the Keystone Heights branch.PNC will not provide sponsorship for employment visas or participate in STEM OPT for this position.Job Description
Acquires and deepens the branch customer base through a variety of proactive sales and service activities. Manages the customer experience by identifying opportunities to improve the customer's financial wellbeing. Collaborates with ecosystem partners to grow customer's share of wallet. Positions PNC solutions to drive new revenue and customer loyalty.
Drives proactive sales conversations through internal and outbound interactions with a defined sales process including outbound calling, service to sales, teller interactions, appointment setting and effective lobby engagement, ultimately elevating client loyalty. Delivers a full PNC conversation with every client interaction to identify appropriate PNC solutions. Leverages ecosystem partnerships as well as community Centers of Influence to acquire, expand and retain relationships.
Creates customer loyalty and grows customer share of wallet through a differentiated customer experience. Performs lobby engagement activities to connect with customers and position PNC products to meet their needs. Educates customers on options for managing financial transactions by leveraging technology, tools and resources.
Applies product and procedural knowledge to identify, mitigate and solve customer problems effectively to drive customer loyalty.
Manages risk through adherence to all policies and procedures, demonstrating sound judgment within established limits. Demonstrates a heightened scrutiny to identify and avoid loss. Participates in branch daily operations, ensuring they are completed in an efficient and accurate manner.
PNC Employees take pride in our reputation and to continue building upon that we expect our employees to be:
Customer Focused - Knowledgeable of the values and practices that align customer needs and satisfaction as primary considerations in all business decisions and able to leverage that information in creating customized customer solutions.
Managing Risk - Assessing and effectively managing all of the risks associated with their business objectives and activities to ensure they adhere to and support PNC's Enterprise Risk Management Framework.
To learn more about this opportunity, please watch this video.
Qualifications
Successful candidates must demonstrate appropriate knowledge, skills, and abilities for a role. Listed below are skills, competencies, work experience, education, and required certifications/licensures needed to be successful in this position.
Preferred SkillsAccountability, Banking, Client Loyalty, Customer Experience (CX), Customer Service, Identifying Opportunities, Leveraging Technology, Proactive SalesCompetenciesBanking Products, Digital Awareness, Effective Communications, Managing Multiple Priorities, Matrix Management, Problem Solving, Prospecting., Retail Lending, Selling., Understanding Customer NeedsWork ExperienceRoles at this level typically require an Associates or equivalent degree as well as related experience or product knowledge to accomplish primary duties. Typically requires 3+ years experience. In lieu of a degree, a comparable combination of education, job specific certification(s), and experience (including military service) may be considered.EducationNo DegreeCertificationsNo Required Certification(s) LicensesCandidates being considered for this position will be subject to additional background checks as required by Consumer Financial Protection Bureau regulations.BenefitsPNC offers a comprehensive range of benefits to help meet your needs now and in the future. Depending on your eligibility, options for full-time employees include: medical/prescription drug coverage (with a Health Savings Account feature), dental and vision options; employee and spouse/child life insurance; short and long-term disability protection; 401(k) with PNC match, pension and stock purchase plans; dependent care reimbursement account; back-up child/elder care; adoption, surrogacy, and doula reimbursement; educational assistance, including select programs fully paid; a robust wellness program with financial incentives.In addition, PNC generally provides the following paid time off, depending on your eligibility: maternity and/or parental leave; up to 11 paid holidays each year; 8 occasional absence days each year, unless otherwise required by law; between 15 to 25 vacation days each year, depending on career level; and years of service.
To learn more about these and other programs, including benefits for full time and part-time employees, visit Your PNC Total Rewards.
Disability Accommodations Statement
If an accommodation is required to participate in the application process, please contact us via email at AccommodationRequest@pnc.com. Please include “accommodation request” in the subject line title and be sure to include your name, the job ID, and your preferred method of contact in the body of the email. Emails not related to accommodation requests will not receive responses. Applicants may also call ************ and say "Workday" for accommodation assistance. All information provided will be kept confidential and will be used only to the extent required to provide needed reasonable accommodations.
At PNC we foster an inclusive and accessible workplace. We provide reasonable accommodations to employment applicants and qualified individuals with a disability who need an accommodation to perform the essential functions of their positions.
Equal Employment Opportunity (EEO)
PNC provides equal employment opportunity to qualified persons regardless of race, color, sex, religion, national origin, age, sexual orientation, gender identity, disability, veteran status, or other categories protected by law.
This position is subject to the requirements of Section 19 of the Federal Deposit Insurance Act (FDIA) and, for any registered role, the Secure and Fair Enforcement for Mortgage Licensing Act of 2008 (SAFE Act) and/or the Financial Industry Regulatory Authority (FINRA), which prohibit the hiring of individuals with certain criminal history.
California Residents
Refer to the California Consumer Privacy Act Privacy Notice to gain understanding of how PNC may use or disclose your personal information in our hiring practices.
Auto-ApplyPersonal Banker
Personal banker job in Keystone Heights, FL
At PNC, our people are our greatest differentiator and competitive advantage in the markets we serve. We are all united in delivering the best experience for our customers. We work together each day to foster an inclusive workplace culture where all our employees feel respected, valued, and have an opportunity to contribute to the company's success. You will strengthen customer relationships with a defined sales process. You will spend most of your time as a personal banker, engaging customers in sales conversations to identify appropriate financial solutions. This position, within PNC's Retail Branch Banking Network, is based in Keystone Heights Florida at the Keystone Heights branch.
PNC will not provide sponsorship for employment visas or participate in STEM OPT for this position.
Job Description
* Acquires and deepens the branch customer base through a variety of proactive sales and service activities. Manages the customer experience by identifying opportunities to improve the customer's financial wellbeing. Collaborates with ecosystem partners to grow customer's share of wallet. Positions PNC solutions to drive new revenue and customer loyalty.
* Drives proactive sales conversations through internal and outbound interactions with a defined sales process including outbound calling, service to sales, teller interactions, appointment setting and effective lobby engagement, ultimately elevating client loyalty. Delivers a full PNC conversation with every client interaction to identify appropriate PNC solutions. Leverages ecosystem partnerships as well as community Centers of Influence to acquire, expand and retain relationships.
* Creates customer loyalty and grows customer share of wallet through a differentiated customer experience. Performs lobby engagement activities to connect with customers and position PNC products to meet their needs. Educates customers on options for managing financial transactions by leveraging technology, tools and resources.
* Applies product and procedural knowledge to identify, mitigate and solve customer problems effectively to drive customer loyalty.
* Manages risk through adherence to all policies and procedures, demonstrating sound judgment within established limits. Demonstrates a heightened scrutiny to identify and avoid loss. Participates in branch daily operations, ensuring they are completed in an efficient and accurate manner.
PNC Employees take pride in our reputation and to continue building upon that we expect our employees to be:
* Customer Focused - Knowledgeable of the values and practices that align customer needs and satisfaction as primary considerations in all business decisions and able to leverage that information in creating customized customer solutions.
* Managing Risk - Assessing and effectively managing all of the risks associated with their business objectives and activities to ensure they adhere to and support PNC's Enterprise Risk Management Framework.
To learn more about this opportunity, please watch this video.
Qualifications
Successful candidates must demonstrate appropriate knowledge, skills, and abilities for a role. Listed below are skills, competencies, work experience, education, and required certifications/licensures needed to be successful in this position.
Preferred Skills
Accountability, Banking, Client Loyalty, Customer Experience (CX), Customer Service, Identifying Opportunities, Leveraging Technology, Proactive Sales
Competencies
Banking Products, Digital Awareness, Effective Communications, Managing Multiple Priorities, Matrix Management, Problem Solving, Prospecting., Retail Lending, Selling., Understanding Customer Needs
Work Experience
Roles at this level typically require an Associates or equivalent degree as well as related experience or product knowledge to accomplish primary duties. Typically requires 3+ years experience. In lieu of a degree, a comparable combination of education, job specific certification(s), and experience (including military service) may be considered.
Education
No Degree
Certifications
No Required Certification(s)
Licenses
Candidates being considered for this position will be subject to additional background checks as required by Consumer Financial Protection Bureau regulations.
Benefits
PNC offers a comprehensive range of benefits to help meet your needs now and in the future. Depending on your eligibility, options for full-time employees include: medical/prescription drug coverage (with a Health Savings Account feature), dental and vision options; employee and spouse/child life insurance; short and long-term disability protection; 401(k) with PNC match, pension and stock purchase plans; dependent care reimbursement account; back-up child/elder care; adoption, surrogacy, and doula reimbursement; educational assistance, including select programs fully paid; a robust wellness program with financial incentives.
In addition, PNC generally provides the following paid time off, depending on your eligibility: maternity and/or parental leave; up to 11 paid holidays each year; 8 occasional absence days each year, unless otherwise required by law; between 15 to 25 vacation days each year, depending on career level; and years of service.
To learn more about these and other programs, including benefits for full time and part-time employees, visit Your PNC Total Rewards.
Disability Accommodations Statement
If an accommodation is required to participate in the application process, please contact us via email at AccommodationRequest@pnc.com. Please include "accommodation request" in the subject line title and be sure to include your name, the job ID, and your preferred method of contact in the body of the email. Emails not related to accommodation requests will not receive responses. Applicants may also call ************ and say "Workday" for accommodation assistance. All information provided will be kept confidential and will be used only to the extent required to provide needed reasonable accommodations.
At PNC we foster an inclusive and accessible workplace. We provide reasonable accommodations to employment applicants and qualified individuals with a disability who need an accommodation to perform the essential functions of their positions.
Equal Employment Opportunity (EEO)
PNC provides equal employment opportunity to qualified persons regardless of race, color, sex, religion, national origin, age, sexual orientation, gender identity, disability, veteran status, or other categories protected by law.
This position is subject to the requirements of Section 19 of the Federal Deposit Insurance Act (FDIA) and, for any registered role, the Secure and Fair Enforcement for Mortgage Licensing Act of 2008 (SAFE Act) and/or the Financial Industry Regulatory Authority (FINRA), which prohibit the hiring of individuals with certain criminal history.
California Residents
Refer to the California Consumer Privacy Act Privacy Notice to gain understanding of how PNC may use or disclose your personal information in our hiring practices.
Part Time (30 Hours) Associate Banker, Silver Springs and 16th Branch, Ocala, FL
Personal banker job in Ocala, 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 an Associate Banker within Chase, you will represent our brand and culture with the utmost hospitality, using the latest banking solutions and cutting-edge financial technology combined with friendly and attentive service. Your role at Chase will significantly contribute to the branch's success by delivering exceptional client experiences. You will build trusted relationships with clients, sharing product knowledge and solutions and introducing them to our team of experts - helping clients achieve their financial goals.
**Job Responsibilities**
+ Create a welcoming environment by delivering attentive and friendly service by greeting clients as they enter the branch, making them feel appreciated, managing lobby traffic, checking clients into the waiting queue, and scheduling/canceling client meetings.
+ Exceed client expectations while assisting with day-to-day transactions as well as open new accounts, while complying with all policies, procedures, and regulatory and banking requirements.
+ Educate clients on how the usage of technology self-service options such as leveraging the Chase Mobile App, Chase.com, and ATMs can help them with their banking needs whenever, wherever, and however they want.
+ Build meaningful relationships with clients by actively listening, asking thoughtful questions, demonstrating empathy, and sharing product knowledge and solutions - introducing them to our team of experts to help achieve their financial goals.
+ Perform branch operations, which may include managing cash devices such as the cash vault, ATM, or others while adhering to all bank policies and procedures.
**Required Qualifications, Capabilities, and Skills**
+ Ability to put clients first and exceed their expectations - delivering attentive and friendly service, creating a welcoming environment.
+ Ability to build trusted relationships - demonstrating genuine care and concern during interactions with clients.
+ Ability to engage clients - communicating clearly and politely to understand and help, anticipating client needs.
+ Ability to quickly and effectively resolve client issues with attention to detail - providing a consistent client experience.
+ Ability to elevate the client experience - working collaboratively as a team to deliver seamless service with care and sincerity.
+ Ability to quickly and accurately learn products, services, and procedures.
+ Client service experience or comparable experience.
+ High school diploma or GED equivalent.
**Preferred Qualifications, Capabilities, and Skills**
+ Strong desire and ability to influence, educate, and connect customers to technology solutions.
+ Cash handling experience.
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
Retail Banker II Float - Part Time 30hr - Lake City Area
Personal banker job in Gainesville, FL
Hours: 30 Pay Details: $24.00 - $33.50 USD TD is committed to providing fair and equitable compensation opportunities to all colleagues. Growth opportunities and skill development are defining features of the colleague experience at TD. Our compensation policies and practices have been designed to allow colleagues to progress through the salary range over time as they progress in their role. The base pay actually offered may vary based upon the candidate's skills and experience, job-related knowledge, geographic location, and other specific business and organizational needs.
As a candidate, you are encouraged to ask compensation related questions and have an open dialogue with your recruiter who can provide you more specific details for this role.
Line of Business:
Personal & Commercial Banking
Job Description:
The Retail Banker II Float is a Customer liaison that is integral to delivering TD's Brand promise by utilizing financial expertise and consultative advice in advising Customers regarding personal banking solutions/needs. This role contributes to the achievement of business objectives that enable growth through identifying appropriate TD solutions that help Customers achieve their financial goals and optimize their relationship with TD. This role is accountable for working in multiple locations; thus having the ability to work in different contexts and settings.
Depth & Scope:
* Acts as a subject matter expert in the Store for both Customers and colleagues regarding all products, services, policies, and procedures of TD, especially regarding both personal banking and business banking
* Requires a broad knowledge and understanding of the full product suite, services and processes of business area, and could be characterized by moderate complexity/risk
* Makes product recommendations based on Customer needs and highlights product features and benefits that ultimately support Customers through challenging times and life events, save time and money, and exceed their needs
* Utilizes Customer Relationship Management tools to proactively play a key role in Customer assessments, proactively identifies Customer solutions and lead-focused outbound sales activities
* Evaluates issues, errors and problems based on practices and existing precedents or procedures
* Explains detailed and/or complicated information within the team
* Builds working relationships with customers and related teams
* Requires full proficiency gained through job related training to perform a range of activities
* Participates in Customer outreach, servicing and advice activities to deliver on our unexpectedly human promise
* Engages in conversations with customers about loan products, facilitates the application intake
* Must maintain an active registration status with NMLS (Nationwide Mortgage Licensing System and Registry)
Education & Experience:
* HS Diploma or GED required; 2 year degree preferred
* 2+ years of related experience required
* Teller experience (Preferred)
* Cross trained to take customer transactions
* Requires agility, teamwork and flexibility to adapt to different locations and environments
* Must be able to do same day travel to multiple work locations within a designated region or area
* Superior Customer Service skills
* Strong organization skills to handle multiple tasks in a fast-paced environment
* Excellent communication skills with ability to be concise, clear and consistent
* Demonstrated effective problem-solving skills
* Demonstrated ability to schedule and prioritize work
* Demonstrated ability to work independently and within deadlines
* Proficient in Microsoft Office
* Ability to provide community services, including, but not limited to, Financial Education classes
* Notary License (Preferred)
Customer Accountabilities:
* Delivers Legendary Experience by helping Customers, building relationships, delivering service and advice to TD Customers
* Understands and supports the Bank's Customer Service Strategy; Delivers Customers end-to-end advice they expect: (1) building trust with educational content & tools, (2) providing consultative support, and (3) advocating for them with proactive insights & recommendations
* Serves as a Customer advocate in providing Customer resolution, proactive tips and insights on saving time & money
* Consistently executes appropriate behaviors to deliver a Legendary Customer experience that is unexpectedly human in the Store through either effective problem resolution or providing sound advice that yields a solution
* Establishes and nurtures Customer relationships by consistently displaying product knowledge, actively listening to Customer needs while engaging in additional conversation to identify any additional needs and offer a solution or partner referral
* Utilizes the Customer relationship management tools to understand and gather Customer information to allow for Customer insights to be built to yield a deeper Customer experience and journey
* Engages in lobby leadership by orchestrating Customer flow, warmly welcome, discover initial needs and guides Customer appropriately
* Understands Customer preferences with banking (when and how they want) and educates Customers on self-service options that meet their needs
* May act as a point of escalation for Customer questions or concerns
* May perform a variety of (teller) transactions including check cashing, deposits, transfers and withdrawals while monitoring fraud mitigation and adhering to established operational policies and procedures
* Understands and supports the Bank's Customer Service Strategy
* Considers the impact of decisions on the well-being of TD, its Customers and stakeholders
* Provides the highest level of Customer service when dealing with internal partners, vendors or our Customers - WOW at every opportunity
* Improves Customer financial confidence by sharing financial knowledge to help Customers meet and exceed their financial goals
* Acts as a brand champion both internally and externally
* Champions Customer service activities; supporting Customers through challenging times and life events
* Recognizes transaction needs of clients and educates clients on self-service channels including digital options
* Brings your genuine self and turns each banking transaction into a personalized interaction, one Customer at a time
* Delivers end to end advice to Customers by providing information and tools for financial management that helps Customers achieve their goals, and provides real time insights
Shareholder Accountabilities:
* Promotes full suite of products, sales, services and banking capabilities
* Understands and applies operating policies and procedures
* Supports the timely and accurate completion of business processes and procedures
* Escalates non-standard or high risk transactions/activities as necessary
* Ensures documentation that is prepared/completed is accurate and properly reflects client/business intentions and is consistent with relevant rules/regulations
* Ensures necessary due diligence to support the accuracy of all customer transactions/activities
* Be knowledgeable of and complies with Bank Code of Conduct
* Contributes to business objectives for Operational Excellence by fully understanding accountability in driving an operationally sound location
* Executes with excellence by adhering to all Risk and Control Policies and Procedures
Employee/Team Accountabilities:
* Participates fully as a member of the team, supports a positive work environment that promotes service to the business, quality, innovation and teamwork and ensures timely communication of issues/points of interest
* Supports the team by continuously enhancing knowledge/expertise in own area and participates in knowledge transfer within the team and business unit
* Participates in personal performance management and development activities
* Keeps others informed and up-to-date about the status/progress of projects and/or all relevant or useful information related to day-to-day activities
* Contributes to a fair, positive and equitable environment that supports a diverse workforce
* Acts as a brand ambassador for your business area/function and the Bank, both internally and/or externally
* Utilizes feedback through coaching sessions to demonstrate stronger performance
* Establishes relationships with partner bankers to make effective referrals to them
* Contributes to a positive work environment by aligning to TD Model, Brand and Culture by participating fully as a member of the team
* Collaborates with team members in contributing to the success of the team and organization
* Actively seeks opportunities to improve delivery of work with high attention to quality standards
* Actively takes ownership of own career and aspirations. Seeks out diverse feedback to continuously develop and enhance skills
* Positively embraces change
* Adheres and participates in TD's Shared Commitments and code of conduct expectations
* Engaged in advancing and sustaining a unique, inclusive culture that reflects TDs diversity agenda, and creates an extraordinary employee experience
OCC Language:
* This position falls within the definition of Loan Originator as defined under Regulation Z of the Truth in Lending Act, 12 CFR Part 1026.36, and the definition of Mortgage Loan Originator as defined under the Secure and Fair Enforcement for Mortgage Licensing Act of 2008 (SAFE Act), 12 U.S.C. §§ 5102 et seq., and its implementing regulations, 12 CFR Part 1007
* Must be eligible for employment with a covered financial institution under the standards established by Regulation Z of the Truth in Lending Act, 12 CFR Part 1026.36
* Must be eligible for registration as a registered mortgage loan originator with the NMLS (Nationwide Mortgage Licensing System and Registry) in accordance with the Secure and Fair Enforcement for Mortgage Licensing Act of 2008 (SAFE Act), 12 U.S.C. §§ 5102 et seq., and its implementing regulations, 12 CFR Part 1007
* Satisfactory results on a criminal background check and a credit report check, and statements/certification from job applicant regarding administrative, civil, and/or criminal findings by any government agency/authority, are required by federal law for this position
Physical Requirements:
Never: 0%; Occasional: 1-33%; Frequent: 34-66%; Continuous: 67-100%
Domestic Travel - Continuous
International Travel - Never
Performing sedentary work - Continuous
Performing multiple tasks - Continuous
Operating standard office equipment - Continuous
Responding quickly to sounds - Continuous
Sitting - Continuous
Standing - Occasional
Walking - Continuous
Moving safely in confined spaces - Occasional
Lifting/Carrying (under 25 lbs.) - Occasional
Lifting/Carrying (over 25 lbs.) -Occasional
Squatting - Occasional
Bending - Occasional
Kneeling Occasional
Crawling Occasional
Climbing Occasional
Reaching overhead - Occasional
Reaching forward - Occasional
Pushing - Occasional
Pulling - Occasional
Twisting - Occasional
Concentrating for long periods of time - Continuous
Applying common sense to deal with problems involving standardized situations - Continuous
Reading, writing and comprehending instructions - Continuous
Adding, subtracting, multiplying and dividing - Continuous
The above statements are intended to describe the general nature and level of work being performed by people assigned to this job. They are not intended to be an exhaustive list of all responsibilities, duties and skills required. The listed or specified responsibilities & duties are considered essential functions for ADA purposes.
Who We Are:
TD is one of the world's leading global financial institutions and is the fifth largest bank in North America by branches/stores. Every day, we deliver legendary customer experiences to over 27 million households and businesses in Canada, the United States and around the world. More than 95,000 TD colleagues bring their skills, talent, and creativity to the Bank, those we serve, and the economies we support. We are guided by our vision to Be the Better Bank and our purpose to enrich the lives of our customers, communities and colleagues.
TD is deeply committed to being a leader in customer experience, that is why we believe that all colleagues, no matter where they work, are customer facing. As we build our business and deliver on our strategy, we are innovating to enhance the customer experience and build capabilities to shape the future of banking. Whether you've got years of banking experience or are just starting your career in financial services, we can help you realize your potential. Through regular leadership and development conversations to mentorship and training programs, we're here to support you towards your goals. As an organization, we keep growing - and so will you.
Our Total Rewards Package
Our Total Rewards package reflects the investments we make in our colleagues to help them and their families achieve their financial, physical and mental well-being goals. Total Rewards at TD includes base salary and variable compensation/incentive awards (e.g., eligibility for cash and/or equity incentive awards, generally through participation in an incentive plan) and several other key plans such as health and well-being benefits, savings and retirement programs, paid time off (including Vacation PTO, Flex PTO, and Holiday PTO), banking benefits and discounts, career development, and reward and recognition. Learn more
Additional Information:
We're delighted that you're considering building a career with TD. Through regular development conversations, training programs, and a competitive benefits plan, we're committed to providing the support our colleagues need to thrive both at work and at home.
Colleague Development
If you're interested in a specific career path or are looking to build certain skills, we want to help you succeed. You'll have regular career, development, and performance conversations with your manager, as well as access to an online learning platform and a variety of mentoring programs to help you unlock future opportunities. Whether you have a passion for helping customers and want to expand your experience, or you want to coach and inspire your colleagues, there are many different career paths within our organization at TD - and we're committed to helping you identify opportunities that support your goals.
Training & Onboarding
We will provide training and onboarding sessions to ensure that you've got everything you need to succeed in your new role.
Interview Process
We'll reach out to candidates of interest to schedule an interview. We do our best to communicate outcomes to all applicants by email or phone call.
Accommodation
TD Bank is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, age, disability, status as a protected veteran or any other characteristic protected under applicable federal, state, or local law.
If you are an applicant with a disability and need accommodations to complete the application process, please email TD Bank US Workplace Accommodations Program at ***************. Include your full name, best way to reach you and the accommodation needed to assist you with the applicant process.
Auto-ApplyPersonal Banker- Colony Branch
Personal banker job in The Villages, FL
About the Organization:
Citizens First Bank, a cornerstone of The Villages community, was founded by the visionary founders of The Villages in 1991. “We are a bank created specifically to fill the needs of our community and to conscientiously and joyously serve our Villagers residents in every possible way.” -Founder Harold Schwartz. Since that time, the vision of the Bank has expanded to build upon our purpose of serving the Villages in every way while sharing our exceptional service and lasting relationships with the people and businesses throughout Lake, Sumter, Marion and Citrus counties. Citizens First Bank: A Five Star Bank where hospitality meets finance.
About the Position:
Citizens First Bank is hiring a Personal Banker at our Colony Branch! Are you ready to make a difference?
At Citizens First Bank, we're more than just a financial institution. We're a community of passionate individuals committed to building lasting relationships with our customers. As a Personal Banker, you'll have the opportunity to be the face of our bank, providing exceptional service and guiding our customers towards their financial goals.
What you'll do as a Personal Banker:
Build Relationships: Connect with customers on a personal level, understanding their unique needs and aspirations.
Provide Expert Advice: Offer tailored financial solutions, from checking accounts to loans, to help customers achieve their dreams.
Drive Growth: Actively promote our products and services, contributing to the overall success of our branch.
Embrace Innovation: Stay up to date with the latest banking technologies and trends to deliver seamless customer experiences.
For more information, please see the attached job description.
Personal Banker Requirements:
Minimum:
High school diploma or equivalent required, one year in a customer service/retail environment and one to two years as a Teller.
Must be able to complete ICBA's Universal Banker Certificate Program within first year of hire. Must be detail oriented, have good general math skills, letter composition and typing skills.
Must be proficient in using Microsoft Office (Outlook, Word, Excel) and skilled in using a 10-key calculator.
Must be able to withstand varying degrees of stress and must be able to attend work regularly and on time and perform position requirements with little supervision.
Must have the ability to meet and greet internal and external customers in a professional, positive manner, ability to communicate effectively, ability to be flexible by being able to adjust adeptly to changing priorities, ability to function as a member of a team including participating in branch activities and displaying positive behavior.
Preferred:
Previous two years of experience as a Customer Service Representative and two years of experience as a Teller or in a combined role in a banking or related environment.
Completed ICBA's Universal
Personal Banker Benefits:
Citizen's First Bank offers an exceptional benefits package for full-time employees including medical dental, vision, short and long-term disability insurance options, 401K, and generous vacation allowance. All employees enjoy an annual calendar recognizing ten federal holidays which may be paid, a high-end hospitality environment with a strong promote-from- within culture, and the satisfaction that comes from serving the community and relationship building.
Citizens First Bank is committed to provide equal employment opportunity to all persons regardless of race, color, national origin, religion, sex, sexual orientation, gender identity, age, genetic information, marital status, protected veteran status or disability. In addition to federal law requirements, Citizens First Bank complies with applicable state and local laws governing nondiscrimination in employment in every location in which the Bank has facilities.
Citizens First Bank is proud to be a drug, alcohol, and weapons free workplace.
Universal Banker - Clermont
Personal banker job in Clermont, FL
Financial Freedom Happens Here - and it starts with YOU.
At
FAIRWINDS
Credit Union, we're more than a workplace; we're a team on a mission. As a Member Service Specialist for our Clermont branch, you'll be the first step in helping our members live financially free!
Your Role in Our Mission:
Serve as the go-to resource for members by handling all teller and platform transactions accurately and efficiently.
Open new accounts and recommend relevant products and services based on members' unique financial needs.
Build trust and deepen relationships through consultative conversations that lead to long-term financial success for our members.
Proactively refer solutions including deposit accounts, loans, investment and insurance products, and digital banking tools.
Actively generate loan opportunities through inbound, outbound, and referral-based efforts.
Deliver prompt support for service-related needs such as account maintenance and problem resolution.
Promote and educate members on self-service tools including online banking, mobile apps, and ATMs.
Serve as a keyholder when needed and support operational procedures including branch opening/closing and negotiable item custody.
Maintain compliance with policies, procedures, and security protocols while supporting the branch team in achieving goals.
What Makes You a Great Fit:
Demonstrated success in a member-facing role.
Strong knowledge of
FAIRWINDS
products, services, and digital platforms.
You lead with care and know how to listen and respond to members' needs.
Comfortable navigating both transactional and consultative responsibilities in a fast-paced environment.
Confident in your ability to cross-sell, handle objections, and educate members.
Proven track record of achieving individual and/or branch goals.
Excellent communication, problem-solving, and organizational skills.
Able to adapt quickly and take initiative to serve where you're most needed.
A Culture of Care and Reward:
You give your best, and we give back with a comprehensive and meaningful rewards package:
Enjoy 11 paid holidays and generous paid time off to recharge and reset
Build your future with a 6% 401(k) match
Eligible for a $700 annual contribution to your Health Savings Account
Access our comprehensive maternity leave program to support growing families
Stay covered with medical, dental, vision, disability, and life insurance
Grow your career through leadership development, tuition assistance, and advancement opportunities
Earn rewards for financial wellness through our Debt Free Club and Dave Ramsey's SmartDollar program
Thrive in a purpose-driven, people-first culture where your impact matters
This is more than your next job. It's your next step in changing lives; starting with your own!
About
FAIRWINDS
Credit Union
At
FAIRWINDS
Credit Union, Financial Freedom Happens Here. Headquartered in Orlando and proudly serving members for over 70 years, our mission - changing members' lives on the journey to Financial Freedom - drives everything we do, with a clear vision: Members financially free. Through The
FAIRWINDS
Way, we champion a culture of integrity, accountability, and teamwork, and we're nationally endorsed by The Dave Ramsey Show as a trusted provider of financial wellness. Recognized as one of Forbes' 2024 Best-in-State Credit Unions and one of Orlando Business Journal's Best Places to Work,
FAIRWINDS
is a top workplace where your purpose matters and your growth is supported every step of the way!
FAIRWINDS
is an Equal Opportunity Employer.
Student Financial Services Specialist
Personal banker job in Gainesville, FL
You Can Change the Life of One to Care for the Lives of Many! At Galen College of Nursing, we educate and empower nurses to change lives. Since 1989, we've dedicated our work to delivering high-quality nursing education with a student-first mindset. As one of the largest private nursing colleges in the country, we combine the support of a close-knit learning environment with the strength of a nationally recognized institution, HCA Healthcare.
That same passion for excellence in the classroom extends to our offices. At Galen, you'll find a culture deeply rooted in collaboration, innovation, and a shared commitment to improving the future of healthcare. Your work directly touches the next generation of nurses, and your contributions help our students pursue their dream of a compassionate career.
If you're looking for a career where you can make a difference, grow professionally, and be part of a caring team, we'd love for you to apply for the Student Financial Services Specialistposition today!
Click here to learn more about Galen!
Position Overview:
As a Student Financial Services Specialist at Galen College of Nursing, you will provide information, guidance, and assistance regarding various types of financial assistance, including, but not limited to federal financial aid, state aid, workforce agencies, employer payments, and VA benefits, to facilitate the enrollment, persistence, and completion of students, consistent with the Colleges mission.
Key Responsibilities:
1. Assist and guide active students throughout their program, including but not limited to:
a. Contact current students about missing/incomplete documents.
b. Assist current students with completion of forms as needed.
c. Review financial aid application for accuracy and ensure eligible aid is packaged and disbursed in a timely manner.
d. Support students in the management of additional financing options, including state aid, workforce agencies, employer payments, VA benefits, etc.
e. Create payment arrangements on term balances to support campus cash collections.
f. At program end, track and document completion of Exit Counseling, following-up with students as necessary.
2. Provide continued support and education to students and their parents on topics related to Financial Aid, including, but not limited to Title IV Federal Financial Aid, eligibility, financial literacy, and loan repayment.
3. Thoroughly document student communication in the student information system, including, but not limited to email, phone calls, text messages, and meetings.
4. Assist in other phases of financial aid, enrollment, and student support, as necessary.
5. Maintain confidentiality of students and student information. Follow guidelines by regulatory bodies such as FERPA, the Department of Education, other Galen accrediting agencies, federal, state and local laws, etc.
6. Maintain current knowledge of college policies and processes and relevant accreditation and regulatory requirements.
7. Attend financial aid training, workshops and seminars, as necessary or requested by the College.
8. Other duties as assigned.
Position Requirements:
* Education:Minimum of a bachelor's degree. Equivalent experience in lieu of a degree will be considered.
* Experience:Experience working with Federal Financial Aid programs preferred, but not required. Experience working with customer financial accounts preferred, but not required.
* Skills:Must possess excellent written and oral communication skills. Must possess excellent customer service skills. Strong organizational skills and an ability to prioritize and complete simultaneous projects while meeting deadlines. Ability to maintain confidentiality and discretion at all times. Must be a team player by assisting and encouraging other Galen employees.
* Special Qualifications:Working knowledge of Microsoft Office products. Must be able to secure access to all Department of Education websites, including, but not limited to NSLDS, COD, CPS, etc. Candidates should have no prior history of student loan default.
* Physical/Mental Demands & Work Environment:Must be able to sit at a computer desk for eight hours each day. Must be available to work flexible schedule to include some evenings and occasional weekends.
* Degree of Supervision:Minimal
Benefits
At Galen College of Nursing, we want to ensure your needs are met. We offer a comprehensive package of medical, dental, and vision plans, tuition discounts, along with unique benefits, including:
* Comprehensive medical coverage that covers many common services at no cost or for a low copay. Plans include prescription drug and behavioral health coverage as well as free telemedicine services and free AirMed medical transportation.
* Additional options for dental and vision benefits, life and disability coverage, flexible spending accounts, supplemental health protection plans (accident, critical illness, hospital indemnity), auto and home insurance, identity theft protection, legal counseling, long-term care coverage, moving assistance, pet insurance, and more.
* Free counseling services and resources for emotional, physical, and financial well-being
* 401(k) Plan with a 100% match on 3% to 9% of pay (based on years of service)
* Employee Stock Purchase Plan with 10% off HCA Healthcare stock
* Family support through fertility and family building benefits with Progyny and adoption assistance.
* Referral services for children, elders, and pet care, home and auto repair, event planning, and more.
* Consumer discounts through Abenity.
* Retirement readiness, rollover assistance services, and preferred banking partnerships.
* Education assistance (tuition, student loan, certification support, dependent scholarships).
* Colleague recognition program.
* Time Away from Work Program (paid time off, paid family leave, long- and short-term disability coverage and leaves of absence).
* Employee Health Assistance Fund that offers free employee-only coverage to full-time and part-time colleagues based on income.
Learn more about Employee Benefits.
Note: Eligibility for benefits may vary by location.
Galen College of Nursing is recognized as a 2023 National League of Nursing (NLN) Center of Excellence (COE).
Galen's Compassionate Care Model Values
* Inclusivity: I foster an environment that provides opportunity for every individual to reach their full potential.
* Character: I act with integrity and compassion in all I do.
* Accountability: I own my role and accept responsibility for my actions.
* Respect: I value every person as an individual with unique contributions worthy of consideration.
* Excellence: I commit myself to the highest level of quality in everything I do.
Learn more about our vision and mission.
Experience the HCA Healthcare difference where colleagues are trusted, valued members of our healthcare team. Grow your career with an organization committed to delivering respectful, compassionate care, and where the unique and intrinsic worth of each individual is recognized.Submit your application for the opportunity below:
Student Financial Services Specialist
Galen College of Nursing
Financial Services Representative - State Farm Agent Team Member
Personal banker job in Mount Dora, FL
Job DescriptionBenefits:
401(k) matching
Bonus based on performance
Competitive salary
Dental insurance
Health insurance
Opportunity for advancement
Paid time off
Training & development
Financial Services Representative Insurance & Investment Sales
Kim Varnadore State Farm Agency
Drive Growth. Close Business. Build Financial Futures.
Are you a results-driven financial professional with a strong sales foundation and a passion for helping clients build long-term security? The Kim Varnadore State Farm Agency is seeking a high-performing Financial Services Representative who can combine financial expertise with a performance-driven sales mindset.
This is a fully licensed position (Life & Health required; FINRA Series 7 and 63 preferred). If youre not yet fully licensed, you must be willing to obtain the necessary credentialswith full agency support.
Role Description
As a Financial Services Representative, youll guide clients through critical financial decisions, offering tailored insurance and investment strategies that protect assets, build wealth, and strengthen long-term financial stability. Your ability to close business, drive new production, and deliver consultative guidance will directly shape your earning potential and the financial success of the clients you serve.
Key Responsibilities
Generate New Business
Actively market, present, and sell life, health, and financial service products.
Identify opportunities through warm leads, referrals, networking, and outbound outreach.
Consult & Advise
Provide personalized financial guidance including retirement strategies, asset allocation, and portfolio-aligned insurance products.
Build & Grow Relationships
Cultivate a strong book of business through trust, consistency, and results-driven service.
Maintain Compliance
Stay current on product offerings, financial regulations, and industry best practices.
Qualifications
A sales-dominant mindset with a proven track record in financial product sales or life/health insurance sales.
3+ years of financial services, investment advising, or related experience preferred.
Strong communication, analytical, and consultative selling skills.
Life & Health license required; FINRA Series 7 and 63 strongly preferred.
Motivated by performance goals, client impact, and uncapped earning potential.
Why Join Kim Varnadore State Farm?
High earning potential with competitive base pay + commission + performance bonuses.
Full licensing support for qualified candidates.
Growth opportunities within a top-performing, client-focused agency.
Access to a wide suite of insurance and financial products.
A meaningful career where you help clients build and protect their financial futures.
Ready to Take the Next Step?
If youre a driven financial professional seeking a high-earning, high-impact role with room to grow, wed love to meet you.
Apply today and build your future with Kim Varnadore State Farm.
Part Time (30 Hours) Associate Banker US 441 and Donnelly St Branch, Mount Dora, FL
Personal banker job in Mount Dora, FL
We have a passion for taking care of our customers and employees and making them feel welcomed and valued through building lasting relationships, doing the right thing, exceeding expectations, and having a strong commitment to diversity and inclusion. Using the latest banking solutions combined with cutting-edge financial technology and the most welcoming and friendly service, you will be front and center representing our brand and culture. 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 an Associate Banker in Branch Banking, you will contribute significantly to the success of the branch by delivering exceptional customer experiences. You will build long-lasting relationships with clients by sharing product knowledge and solutions as well as introducing them to our licensed bankers.
Job responsibilities
Engages clients as they enter the branch by welcoming them and making them feel appreciated, including managing lobby traffic, checking clients into the waiting queue and scheduling/canceling client meetings
Helps clients with everyday transactions such as deposits, withdrawals, payments, reordering a debit card, setting up a direct deposit or helping update their address accurately and efficiently, while complying with all policies, procedures, and regulatory and banking requirements
Educates clients on the usage of technology self-service options such as leveraging the Chase Mobile App, Chase.com, and ATMs to complete their banking needs whenever, wherever, and however they want
Assists clients and the branch team by helping with new account openings when needed
Performs branch operations which may include managing cash devices such as the cash vault, ATM, or others while adhering to all bank policies and procedures
Required qualifications, capabilities, and skills
6+ months of customer service experience
High school diploma or GED equivalent
Preferred qualifications, capabilities, and skills
Ability to make personal connections, engage customers, and remain courteous and professional in a team environment while quickly and accurately learn products, services, and procedures
Professional, interpersonal, thorough, detailed oriented, and organized with follow-up skills
Strong desire and ability to influence, educate, and connect customers to technology
Cash handling experience
Auto-ApplyCommunity Banker - Trenton
Personal banker job in Trenton, FL
Capital City Bank - More than your bank. Your banker. Hours: Monday - Friday 8:00 a.m. - 5:00 p.m. Delivers the retail credit and small business products of the Bank to a market segment generally defined by clients seeking small to medium consumer or commercial loans. Sells and services existing and prospective consumer and commercial client relationships as defined by manager.
This position requires the associate to drive on behalf of the Bank and the associate must adhere to Bank's Motor Vehicle Guidelines. May require increased minimum limits and therefore an increase in premiums.
In compliance with the S.A.F.E. Act, registration in the NMLS Registry is required.
All associates at Capital City Bank, Capital City Investments, Capital City Trust Company, and Capital City Home Loans have access to confidential client information and must practice discretion at all times.
Principal Duties and Responsibilities:
* Responsible for loan production, fees, deposits, and referrals each incentive period. Goals will be provided.
* Interviews applicants to develop information concerning their consumer and commercial lending needs, desires, abilities and earnings to determine whether a loan may be an acceptable risk. Cross-sells Payment Protection and other Bank insurance products.
* Makes sound underwriting and loan decisions within established lending limits as granted by the Credit Administration division, ensuring compliance with Bank policy and procedures.
* Notifies applicant of loan decision. Corresponds with clients, applicants or creditors to resolve questions regarding application information.
Works with clients as needed to collect periodic financial information.
* Organizes tracking of loan status. Follows current loans to ensure complete compliance with terms.
* Delivers other Bank products by referral to other retail banking partners and to appropriate business partners including Residential Real Estate, Capital City Investments, Capital City Bank Trust, Treasury Management, etc. and adheres to all stated quarterly goals.
* Collects on past due loan payments with the assistance of the Collections Department. Works with collections to reduce loss and work out problem credits.
* Calls on potential and existing clients to develop new business and increase or retain existing business.
* Gives counsel to clients and prospective clients within the parameters of a banking relationship.
* May supervise one administrative assistant.
Employer determines the essential functions of the job.
All associates must understand and adhere to the non-negotiable Banker Standards and commit to practicing SGNNT (smile, greet, name, name, thank you) at all times. Associates will consistently follow policies and procedures as established by Capital City Bank, Capital City Investments, Capital City Trust Company, and Capital City Home Loans, with department managers setting the standard.
Associated Duties:
Provides additional support to manager and department colleagues.
Completes all assigned/required Bank training within established timelines.
Knowledge, Skills and Abilities (KSAs) Required
The following KSAs are usually acquired through college education with an emphasis in business-related course(s) and a minimum of five years consumer or business lending and underwriting experience:
* Relies on experience and judgment to plan and accomplish goals.
* A wide degree of creativity and latitude is expected.
* Excellent communication and sales skills.
* Background in bank lending policies and procedures.
* Demonstrated strong underwriting ability.
* High degree of personal integrity.
* Ongoing sales and product knowledge training is expected.
* Proficiency in Word and general working knowledge of PCs.
* Must adhere to Bank's Motor Vehicle Guidelines.
* In compliance with the S.A.F.E. Act, registration in the NMLS Registry is required.
Education
Bachelor's degree in Business or Finance from an accredited college required. Relevant experience in Consumer or Commercial Banking may substitute for the education requirement.
Working Conditions
* Office environment.
* Makes personal business calls to clients and prospects.
* Some limited travel may be required.
* After hours and civic involvement will be required.
* Driving as required by position.
* In the rare instance of a major or extensive natural disaster, epidemic or pandemic occurrence, or other disruption within our footprint, it may be necessary for associates to relocate or telecommute before, during or after, to ensure business continuity.
Capital City Bank associates are our greatest asset. We offer the following benefits:
* Medical, Dental and Vision
* Life Insurance
* 401(k) with Matching
* Flexible Spending Accounts
* Tuition Assistance
* Stock Purchase
* Discounts on Products and Services
EOE/Protected Veterans/Disabled/Drug Free
The above declarations are not intended to be an "all-inclusive" list of the duties and responsibilities of the job described nor are they intended to be such a listing of the skills and abilities required to do the job. Rather, they are intended only to describe the general nature of the job.
THIS DOES NOT CONSTITUTE AN EMPLOYMENT AGREEMENT. This does not restrict Capital City Bank, Capital City Investments, Capital City Trust Company, and Capital City Home Loans from the ability to assign, reassign or eliminate duties and responsibilities of this job at any time. This job description describes the current assignment of essential functions. These functions may change at any time as the needs of the Bank or department change or for other reasons deemed appropriate.
Universal Banker - 200 West
Personal banker job in Ocala, FL
**The position is described below. If you want to apply, click the Apply Now button at the top or bottom of this page. After you click Apply Now and complete your application, you'll be invited to create a profile, which will let you see your application status and any communications. If you already have a profile with us, you can log in to check status.**
Need Help? (https://pp-cdn.phenompeople.com/CareerConnectResources/prod/TBJTBFUS/documents/Career\_site\_FAQ-17**********0.pdf)
_If you have a disability and need assistance with the application, you can request a reasonable accommodation. Send an email to_ Accessibility (careers@truist.com?subject=Accommodation%20request)
_(accommodation requests only; other inquiries won't receive a response)._
**Regular or Temporary:**
Regular
**Language Fluency:** English (Required)
**Work Shift:**
1st shift (United States of America)
**Please review the following job description:**
Provide timely and efficient completion of client transactions while maintaining accurate records and thorough proper handling of all monies assigned. Deliver superior quality service, identifying and understanding the client's financial needs. Cross-trained to support sales and service activities, with a particular focus on assisting with outbound calling and supporting Integrated Relationship Management (IRM) activities.
ESSENTIAL DUTIES AND RESPONSIBILITIES
Following is a summary of the essential functions for this job. Other duties may be performed, both major and minor, which are not mentioned below. Specific activities may change from time to time.
1. Provide a distinctive client experience to ensure a consistent service level by engaging clients with smiling, facilitating courteous conversation, conducting both complex and standardized transactions while uncovering needs. Performs more complex transactions with assistance as necessary.
2. Educate clients on digital, self-service solutions including ATMs, Online and Mobile banking to make banking easier and enhance their service experience.
3. Support team sales process by participating in client outreach through outbound calls, checking for client offers, and identifying client needs or opportunities by fulfilling the need or referring the client to the appropriate branch team members or specialist.
4. Understand the importance of Integrated Relationship Management (IRM) to ensure we seamlessly deliver Truist expertise and solutions for our clients' unique needs.
5. Participate fully in all components of the established Truist Retail Community Bank Leadership Routines.
6. Commit to advancing individual and product knowledge to better serve consumer and business clients by attending sales, service and product knowledge meetings and all applicable training classes and web-based learning.
7. Adhere to internal controls, operational procedures and risk management policies. Stays informed of all changes in policies and procedures to ensure compliance with current guidelines.
8. Serve as secondary contact for new account openings and problem resolution, offering applicable products and services to clients and prospects. Handles proportionate volume of work based on branch demands.
QUALIFICATIONS
Required Qualifications:
The requirements listed below are representative of the knowledge, skill and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
1. High school diploma or equivalent education
2. Two years of teller or cash handling or client service experience
3. Six months of client relationship building or sales experience
4. Excellent interpersonal and communication skills, including a desire to interact with clients and prospects
5. Ability to master personal computer (PC) keyboard and software skills necessary for branch automation
6. Ability to multi-task under time constraints
7. Demonstrated proficiency in basic computer applications, such as Microsoft Office software products
8. Ability to travel to accommodate temporary staffing needs as required to include temporary assignment or locale changes
9. Ability to work weekends and/or extended hours with occasional travel and overnights may be included
Preferred Qualifications:
1. One year of client relationship building or sales experience
2. Knowledge of advanced or complex branch transactions, risk management and loss prevention
3. Experience with sourcing and prospecting for new clients and client relationship building
4. General understanding of bank operations, policies and procedures
**General Description of Available Benefits for Eligible Employees of Truist Financial Corporation:** All regular teammates (not temporary or contingent workers) working 20 hours or more per week are eligible for benefits, though eligibility for specific benefits may be determined by the division of Truist offering the position. Truist offers medical, dental, vision, life insurance, disability, accidental death and dismemberment, tax-preferred savings accounts, and a 401k plan to teammates. Teammates also receive no less than 10 days of vacation (prorated based on date of hire and by full-time or part-time status) during their first year of employment, along with 10 sick days (also prorated), and paid holidays. For more details on Truist's generous benefit plans, please visit our Benefits site (*****************************
. Depending on the position and division, this job may also be eligible for Truist's defined benefit pension plan, restricted stock units, and/or a deferred compensation plan. As you advance through the hiring process, you will also learn more about the specific benefits available for any non-temporary position for which you apply, based on full-time or part-time status, position, and division of work.
**_Truist is an Equal Opportunity Employer that does not discriminate on the basis of race, gender, color, religion, citizenship or national origin, age, sexual orientation, gender identity, disability, veteran status, or other classification protected by law. Truist is a Drug Free Workplace._**
EEO is the Law (**************************************************************************************************
E-Verify (https://pp-cdn.phenompeople.com/CareerConnectResources/prod/TBJTBFUS/documents/E-Verify\_Participation\_Poster-17**********1.pdf)
IER Right to Work (https://pp-cdn.phenompeople.com/CareerConnectResources/prod/TBJTBFUS/documents/IER\_RightToWorkPoster-17**********8.pdf)
Part Time (20 Hours) Associate Banker SR 200 and 80th Branch, Ocala, FL
Personal banker job in Ocala, 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 an Associate Banker within Chase, you will represent our brand and culture with the utmost hospitality, using the latest banking solutions and cutting-edge financial technology combined with friendly and attentive service. Your role at Chase will significantly contribute to the branch's success by delivering exceptional client experiences. You will build trusted relationships with clients, sharing product knowledge and solutions and introducing them to our team of experts - helping clients achieve their financial goals.
**Job Responsibilities**
+ Create a welcoming environment by delivering attentive and friendly service by greeting clients as they enter the branch, making them feel appreciated, managing lobby traffic, checking clients into the waiting queue, and scheduling/canceling client meetings.
+ Exceed client expectations while assisting with day-to-day transactions as well as open new accounts, while complying with all policies, procedures, and regulatory and banking requirements.
+ Educate clients on how the usage of technology self-service options such as leveraging the Chase Mobile App, Chase.com, and ATMs can help them with their banking needs whenever, wherever, and however they want.
+ Build meaningful relationships with clients by actively listening, asking thoughtful questions, demonstrating empathy, and sharing product knowledge and solutions - introducing them to our team of experts to help achieve their financial goals.
+ Perform branch operations, which may include managing cash devices such as the cash vault, ATM, or others while adhering to all bank policies and procedures.
**Required Qualifications, Capabilities, and Skills**
+ Ability to put clients first and exceed their expectations - delivering attentive and friendly service, creating a welcoming environment.
+ Ability to build trusted relationships - demonstrating genuine care and concern during interactions with clients.
+ Ability to engage clients - communicating clearly and politely to understand and help, anticipating client needs.
+ Ability to quickly and effectively resolve client issues with attention to detail - providing a consistent client experience.
+ Ability to elevate the client experience - working collaboratively as a team to deliver seamless service with care and sincerity.
+ Ability to quickly and accurately learn products, services, and procedures.
+ Client service experience or comparable experience.
+ High school diploma or GED equivalent.
**Preferred Qualifications, Capabilities, and Skills**
+ Strong desire and ability to influence, educate, and connect customers to technology solutions.
+ Cash handling experience.
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
Retail Banker II Float - Part Time 30hr - Lake City Area
Personal banker job in Gainesville, FL
Lake City, Florida, United States of America **Hours:** 30 **Pay Details:** $24.00 - $33.50 USD TD is committed to providing fair and equitable compensation opportunities to all colleagues. Growth opportunities and skill development are defining features of the colleague experience at TD. Our compensation policies and practices have been designed to allow colleagues to progress through the salary range over time as they progress in their role. The base pay actually offered may vary based upon the candidate's skills and experience, job-related knowledge, geographic location, and other specific business and organizational needs.
As a candidate, you are encouraged to ask compensation related questions and have an open dialogue with your recruiter who can provide you more specific details for this role.
**Line of Business:**
Personal & Commercial Banking
**Job Description:**
The Retail Banker II Float is a Customer liaison that is integral to delivering TD's Brand promise by utilizing financial expertise and consultative advice in advising Customers regarding personal banking solutions/needs. This role contributes to the achievement of business objectives that enable growth through identifying appropriate TD solutions that help Customers achieve their financial goals and optimize their relationship with TD. This role is accountable for working in multiple locations; thus having the ability to work in different contexts and settings.
**Depth & Scope:**
+ Acts as a subject matter expert in the Store for both Customers and colleagues regarding all products, services, policies, and procedures of TD, especially regarding both personal banking and business banking
+ Requires a broad knowledge and understanding of the full product suite, services and processes of business area, and could be characterized by moderate complexity/risk
+ Makes product recommendations based on Customer needs and **highlights product features and benefits that ultimately** support Customers through challenging times and life events, save time and money, and exceed their needs
+ Utilizes Customer Relationship Management tools to proactively play a key role in Customer assessments, proactively identifies Customer solutions and lead-focused outbound sales activities
+ Evaluates issues, errors and problems based on practices and existing precedents or procedures
+ Explains detailed and/or complicated information within the team
+ Builds working relationships with customers and related teams
+ Requires full proficiency gained through job related training to perform a range of activities
+ Participates in Customer outreach, servicing and advice activities to deliver on our unexpectedly human promise
+ Engages in conversations with customers about loan products, facilitates the application intake
+ Must maintain an active registration status with NMLS (Nationwide Mortgage Licensing System and Registry)
**Education & Experience:**
+ HS Diploma or GED required; 2 year degree preferred
+ 2+ years of related experience required
+ Teller experience (Preferred)
+ Cross trained to take customer transactions
+ Requires agility, teamwork and flexibility to adapt to different locations and environments
+ Must be able to do same day travel to multiple work locations within a designated region or area
+ Superior Customer Service skills
+ Strong organization skills to handle multiple tasks in a fast-paced environment
+ Excellent communication skills with ability to be concise, clear and consistent
+ Demonstrated effective problem-solving skills
+ Demonstrated ability to schedule and prioritize work
+ Demonstrated ability to work independently and within deadlines
+ Proficient in Microsoft Office
+ Ability to provide community services, including, but not limited to, Financial Education classes
+ Notary License (Preferred)
**Customer Accountabilities:**
+ Delivers Legendary Experience by helping Customers, building relationships, delivering service and advice to TD Customers
+ Understands and supports the Bank's Customer Service Strategy; Delivers Customers end-to-end advice they expect: (1) building trust with educational content & tools, (2) providing consultative support, and (3) advocating for them with proactive insights & recommendations
+ Serves as a Customer advocate in providing Customer resolution, proactive tips and insights on saving time & money
+ Consistently executes appropriate behaviors to deliver a Legendary Customer experience that is unexpectedly human in the Store through either effective problem resolution or providing sound advice that yields a solution
+ Establishes and nurtures Customer relationships by consistently displaying product knowledge, actively listening to Customer needs while engaging in additional conversation to identify any additional needs and offer a solution or partner referral
+ Utilizes the Customer relationship management tools to understand and gather Customer information to allow for Customer insights to be built to yield a deeper Customer experience and journey
+ Engages in lobby leadership by orchestrating Customer flow, warmly welcome, discover initial needs and guides Customer appropriately
+ Understands Customer preferences with banking (when and how they want) and educates Customers on self-service options that meet their needs
+ May act as a point of escalation for Customer questions or concerns
+ May perform a variety of (teller) transactions including check cashing, deposits, transfers and withdrawals while monitoring fraud mitigation and adhering to established operational policies and procedures
+ Understands and supports the Bank's Customer Service Strategy
+ Considers the impact of decisions on the well-being of TD, its Customers and stakeholders
+ Provides the highest level of Customer service when dealing with internal partners, vendors or our Customers - WOW at every opportunity
+ Improves Customer financial confidence by sharing financial knowledge to help Customers meet and exceed their financial goals
+ Acts as a brand champion both internally and externally
+ Champions Customer service activities; supporting Customers through challenging times and life events
+ Recognizes transaction needs of clients and educates clients on self-service channels including digital options
+ Brings your genuine self and turns each banking transaction into a personalized interaction, one Customer at a time
+ Delivers end to end advice to Customers by providing information and tools for financial management that helps Customers achieve their goals, and provides real time insights
**Shareholder Accountabilities:**
+ Promotes full suite of products, sales, services and banking capabilities
+ Understands and applies operating policies and procedures
+ Supports the timely and accurate completion of business processes and procedures
+ Escalates non-standard or high risk transactions/activities as necessary
+ Ensures documentation that is prepared/completed is accurate and properly reflects client/business intentions and is consistent with relevant rules/regulations
+ Ensures necessary due diligence to support the accuracy of all customer transactions/activities
+ Be knowledgeable of and complies with Bank Code of Conduct
+ Contributes to business objectives for Operational Excellence by fully understanding accountability in driving an operationally sound location
+ Executes with excellence by adhering to all Risk and Control Policies and Procedures
**Employee/Team Accountabilities:**
+ Participates fully as a member of the team, supports a positive work environment that promotes service to the business, quality, innovation and teamwork and ensures timely communication of issues/points of interest
+ Supports the team by continuously enhancing knowledge/expertise in own area and participates in knowledge transfer within the team and business unit
+ Participates in personal performance management and development activities
+ Keeps others informed and up-to-date about the status/progress of projects and/or all relevant or useful information related to day-to-day activities
+ Contributes to a fair, positive and equitable environment that supports a diverse workforce
+ Acts as a brand ambassador for your business area/function and the Bank, both internally and/or externally
+ Utilizes feedback through coaching sessions to demonstrate stronger performance
+ Establishes relationships with partner bankers to make effective referrals to them
+ Contributes to a positive work environment by aligning to TD Model, Brand and Culture by participating fully as a member of the team
+ Collaborates with team members in contributing to the success of the team and organization
+ Actively seeks opportunities to improve delivery of work with high attention to quality standards
+ Actively takes ownership of own career and aspirations. Seeks out diverse feedback to continuously develop and enhance skills
+ Positively embraces change
+ Adheres and participates in TD's Shared Commitments and code of conduct expectations
+ Engaged in advancing and sustaining a unique, inclusive culture that reflects TDs diversity agenda, and creates an extraordinary employee experience
**OCC Language:**
+ This position falls within the definition of Loan Originator as defined under Regulation Z of the Truth in Lending Act, 12 CFR Part 1026.36, and the definition of Mortgage Loan Originator as defined under the Secure and Fair Enforcement for Mortgage Licensing Act of 2008 (SAFE Act), 12 U.S.C. §§ 5102 et seq., and its implementing regulations, 12 CFR Part 1007
+ Must be eligible for employment with a covered financial institution under the standards established by Regulation Z of the Truth in Lending Act, 12 CFR Part 1026.36
+ Must be eligible for registration as a registered mortgage loan originator with the NMLS (Nationwide Mortgage Licensing System and Registry) in accordance with the Secure and Fair Enforcement for Mortgage Licensing Act of 2008 (SAFE Act), 12 U.S.C. §§ 5102 et seq., and its implementing regulations, 12 CFR Part 1007
+ Satisfactory results on a criminal background check and a credit report check, and statements/certification from job applicant regarding administrative, civil, and/or criminal findings by any government agency/authority, are required by federal law for this position
P **hysical Requirements:**
Never: 0%; Occasional: 1-33%; Frequent: 34-66%; Continuous: 67-100%
Domestic Travel - Continuous
International Travel - Never
Performing sedentary work - Continuous
Performing multiple tasks - Continuous
Operating standard office equipment - Continuous
Responding quickly to sounds - Continuous
Sitting - Continuous
Standing - Occasional
Walking - Continuous
Moving safely in confined spaces - Occasional
Lifting/Carrying (under 25 lbs.) - Occasional
Lifting/Carrying (over 25 lbs.) -Occasional
Squatting - Occasional
Bending - Occasional
Kneeling Occasional
Crawling Occasional
Climbing Occasional
Reaching overhead - Occasional
Reaching forward - Occasional
Pushing - Occasional
Pulling - Occasional
Twisting - Occasional
Concentrating for long periods of time - Continuous
Applying common sense to deal with problems involving standardized situations - Continuous
Reading, writing and comprehending instructions - Continuous
Adding, subtracting, multiplying and dividing - Continuous
The above statements are intended to describe the general nature and level of work being performed by people assigned to this job. They are not intended to be an exhaustive list of all responsibilities, duties and skills required. The listed or specified responsibilities & duties are considered essential functions for ADA purposes.
**Who We Are:**
TD is one of the world's leading global financial institutions and is the fifth largest bank in North America by branches/stores. Every day, we deliver legendary customer experiences to over 27 million households and businesses in Canada, the United States and around the world. More than 95,000 TD colleagues bring their skills, talent, and creativity to the Bank, those we serve, and the economies we support. We are guided by our vision to Be the Better Bank and our purpose to enrich the lives of our customers, communities and colleagues.
TD is deeply committed to being a leader in customer experience, that is why we believe that all colleagues, no matter where they work, are customer facing. As we build our business and deliver on our strategy, we are innovating to enhance the customer experience and build capabilities to shape the future of banking. Whether you've got years of banking experience or are just starting your career in financial services, we can help you realize your potential. Through regular leadership and development conversations to mentorship and training programs, we're here to support you towards your goals. As an organization, we keep growing - and so will you.
**Our Total Rewards Package**
Our Total Rewards package reflects the investments we make in our colleagues to help them and their families achieve their financial, physical and mental well-being goals. Total Rewards at TD includes base salary and variable compensation/incentive awards (e.g., eligibility for cash and/or equity incentive awards, generally through participation in an incentive plan) and several other key plans such as health and well-being benefits, savings and retirement programs, paid time off (including Vacation PTO, Flex PTO, and Holiday PTO), banking benefits and discounts, career development, and reward and recognition. Learn more (***************************************
**Additional Information:**
We're delighted that you're considering building a career with TD. Through regular development conversations, training programs, and a competitive benefits plan, we're committed to providing the support our colleagues need to thrive both at work and at home.
**Colleague Development**
If you're interested in a specific career path or are looking to build certain skills, we want to help you succeed. You'll have regular career, development, and performance conversations with your manager, as well as access to an online learning platform and a variety of mentoring programs to help you unlock future opportunities. Whether you have a passion for helping customers and want to expand your experience, or you want to coach and inspire your colleagues, there are many different career paths within our organization at TD - and we're committed to helping you identify opportunities that support your goals.
**Training & Onboarding**
We will provide training and onboarding sessions to ensure that you've got everything you need to succeed in your new role.
**Interview Process**
We'll reach out to candidates of interest to schedule an interview. We do our best to communicate outcomes to all applicants by email or phone call.
**Accommodation**
TD Bank is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, age, disability, status as a protected veteran or any other characteristic protected under applicable federal, state, or local law.
If you are an applicant with a disability and need accommodations to complete the application process, please email TD Bank US Workplace Accommodations Program at *************** . Include your full name, best way to reach you and the accommodation needed to assist you with the applicant process.
Federal law prohibits job discrimination based on race, color, sex, sexual orientation, gender identity, national origin, religion, age, equal pay, disability and genetic information.
Personal Banker
Personal banker job in Gainesville, FL
Position OverviewAt PNC, our people are our greatest differentiator and competitive advantage in the markets we serve. We are all united in delivering the best experience for our customers. We work together each day to foster an inclusive workplace culture where all our employees feel respected, valued, and have an opportunity to contribute to the company's success. You will strengthen customer relationships with a defined sales process. You will spend most of your time as a personal banker, engaging customers in sales conversations to identify appropriate financial solutions. This position, within PNC's Retail Branch Banking Network, is based in Gainesville Florida at the 34th Street branch.PNC will not provide sponsorship for employment visas or participate in STEM OPT for this position.Job Description
Acquires and deepens the branch customer base through a variety of proactive sales and service activities. Manages the customer experience by identifying opportunities to improve the customer's financial wellbeing. Collaborates with ecosystem partners to grow customer's share of wallet. Positions PNC solutions to drive new revenue and customer loyalty.
Drives proactive sales conversations through internal and outbound interactions with a defined sales process including outbound calling, service to sales, teller interactions, appointment setting and effective lobby engagement, ultimately elevating client loyalty. Delivers a full PNC conversation with every client interaction to identify appropriate PNC solutions. Leverages ecosystem partnerships as well as community Centers of Influence to acquire, expand and retain relationships.
Creates customer loyalty and grows customer share of wallet through a differentiated customer experience. Performs lobby engagement activities to connect with customers and position PNC products to meet their needs. Educates customers on options for managing financial transactions by leveraging technology, tools and resources.
Applies product and procedural knowledge to identify, mitigate and solve customer problems effectively to drive customer loyalty.
Manages risk through adherence to all policies and procedures, demonstrating sound judgment within established limits. Demonstrates a heightened scrutiny to identify and avoid loss. Participates in branch daily operations, ensuring they are completed in an efficient and accurate manner.
PNC Employees take pride in our reputation and to continue building upon that we expect our employees to be:
Customer Focused - Knowledgeable of the values and practices that align customer needs and satisfaction as primary considerations in all business decisions and able to leverage that information in creating customized customer solutions.
Managing Risk - Assessing and effectively managing all of the risks associated with their business objectives and activities to ensure they adhere to and support PNC's Enterprise Risk Management Framework.
To learn more about this opportunity, please watch this video.
Qualifications
Successful candidates must demonstrate appropriate knowledge, skills, and abilities for a role. Listed below are skills, competencies, work experience, education, and required certifications/licensures needed to be successful in this position.
Preferred SkillsAccountability, Banking, Client Loyalty, Customer Experience (CX), Customer Service, Identifying Opportunities, Leveraging Technology, Proactive SalesCompetenciesBanking Products, Digital Awareness, Effective Communications, Managing Multiple Priorities, Matrix Management, Problem Solving, Prospecting., Retail Lending, Selling., Understanding Customer NeedsWork ExperienceRoles at this level typically require an Associates or equivalent degree as well as related experience or product knowledge to accomplish primary duties. Typically requires 3+ years experience. In lieu of a degree, a comparable combination of education, job specific certification(s), and experience (including military service) may be considered.EducationNo DegreeCertificationsNo Required Certification(s) LicensesCandidates being considered for this position will be subject to additional background checks as required by Consumer Financial Protection Bureau regulations.BenefitsPNC offers a comprehensive range of benefits to help meet your needs now and in the future. Depending on your eligibility, options for full-time employees include: medical/prescription drug coverage (with a Health Savings Account feature), dental and vision options; employee and spouse/child life insurance; short and long-term disability protection; 401(k) with PNC match, pension and stock purchase plans; dependent care reimbursement account; back-up child/elder care; adoption, surrogacy, and doula reimbursement; educational assistance, including select programs fully paid; a robust wellness program with financial incentives.In addition, PNC generally provides the following paid time off, depending on your eligibility: maternity and/or parental leave; up to 11 paid holidays each year; 8 occasional absence days each year, unless otherwise required by law; between 15 to 25 vacation days each year, depending on career level; and years of service.
To learn more about these and other programs, including benefits for full time and part-time employees, visit Your PNC Total Rewards.
Disability Accommodations Statement
If an accommodation is required to participate in the application process, please contact us via email at AccommodationRequest@pnc.com. Please include “accommodation request” in the subject line title and be sure to include your name, the job ID, and your preferred method of contact in the body of the email. Emails not related to accommodation requests will not receive responses. Applicants may also call ************ and say "Workday" for accommodation assistance. All information provided will be kept confidential and will be used only to the extent required to provide needed reasonable accommodations.
At PNC we foster an inclusive and accessible workplace. We provide reasonable accommodations to employment applicants and qualified individuals with a disability who need an accommodation to perform the essential functions of their positions.
Equal Employment Opportunity (EEO)
PNC provides equal employment opportunity to qualified persons regardless of race, color, sex, religion, national origin, age, sexual orientation, gender identity, disability, veteran status, or other categories protected by law.
This position is subject to the requirements of Section 19 of the Federal Deposit Insurance Act (FDIA) and, for any registered role, the Secure and Fair Enforcement for Mortgage Licensing Act of 2008 (SAFE Act) and/or the Financial Industry Regulatory Authority (FINRA), which prohibit the hiring of individuals with certain criminal history.
California Residents
Refer to the California Consumer Privacy Act Privacy Notice to gain understanding of how PNC may use or disclose your personal information in our hiring practices.
Auto-ApplyStudent Financial Services Specialist
Personal banker job in Gainesville, FL
You Can Change the Life of One to Care for the Lives of Many! At Galen College of Nursing, we educate and empower nurses to change lives. Since 1989, we've dedicated our work to delivering high-quality nursing education with a student-first mindset. As one of the largest private nursing colleges in the country, we combine the support of a close-knit learning environment with the strength of a nationally recognized institution, HCA Healthcare.
That same passion for excellence in the classroom extends to our offices. At Galen, you'll find a culture deeply rooted in collaboration, innovation, and a shared commitment to improving the future of healthcare. Your work directly touches the next generation of nurses, and your contributions help our students pursue their dream of a compassionate career.
If you're looking for a career where you can make a difference, grow professionally, and be part of a caring team, we'd love for you to apply for the _Student Financial Services Specialist_ position today!
Click here to learn more about Galen! (*******************************
Position Overview:
As a Student Financial Services Specialist at Galen College of Nursing, you will provide information, guidance, and assistance regarding various types of financial assistance, including, but not limited to federal financial aid, state aid, workforce agencies, employer payments, and VA benefits, to facilitate the enrollment, persistence, and completion of students, consistent with the College's mission.
Key Responsibilities:
1. Assist and guide active students throughout their program, including but not limited to:
a. Contact current students about missing/incomplete documents.
b. Assist current students with completion of forms as needed.
c. Review financial aid application for accuracy and ensure eligible aid is packaged and disbursed in a timely manner.
d. Support students in the management of additional financing options, including state aid, workforce agencies, employer payments, VA benefits, etc.
e. Create payment arrangements on term balances to support campus cash collections.
f. At program end, track and document completion of Exit Counseling, following-up with students as necessary.
2. Provide continued support and education to students and their parents on topics related to Financial Aid, including, but not limited to Title IV Federal Financial Aid, eligibility, financial literacy, and loan repayment.
3. Thoroughly document student communication in the student information system, including, but not limited to email, phone calls, text messages, and meetings.
4. Assist in other phases of financial aid, enrollment, and student support, as necessary.
5. Maintain confidentiality of students and student information. Follow guidelines by regulatory bodies such as FERPA, the Department of Education, other Galen accrediting agencies, federal, state and local laws, etc.
6. Maintain current knowledge of college policies and processes and relevant accreditation and regulatory requirements.
7. Attend financial aid training, workshops and seminars, as necessary or requested by the College.
8. Other duties as assigned.
Position Requirements:
+ Education:Minimum of a bachelor's degree. Equivalent experience in lieu of a degree will be considered.
+ Experience:Experience working with Federal Financial Aid programs preferred, but not required. Experience working with customer financial accounts preferred, but not required.
+ Skills:Must possess excellent written and oral communication skills. Must possess excellent customer service skills. Strong organizational skills and an ability to prioritize and complete simultaneous projects while meeting deadlines. Ability to maintain confidentiality and discretion at all times. Must be a team player by assisting and encouraging other Galen employees.
+ Special Qualifications:Working knowledge of Microsoft Office products. Must be able to secure access to all Department of Education websites, including, but not limited to NSLDS, COD, CPS, etc. Candidates should have no prior history of student loan default.
+ Physical/Mental Demands & Work Environment:Must be able to sit at a computer desk for eight hours each day. Must be available to work flexible schedule to include some evenings and occasional weekends.
+ Degree of Supervision:Minimal
Benefits
At Galen College of Nursing, we want to ensure your needs are met. We offer a comprehensive package of medical, dental, and vision plans, tuition discounts, along with unique benefits, including:
+ Comprehensive medical coverage that covers many common services at no cost or for a low copay. Plans include prescription drug and behavioral health coverage as well as free telemedicine services and free AirMed medical transportation.
+ Additional options for dental and vision benefits, life and disability coverage, flexible spending accounts, supplemental health protection plans (accident, critical illness, hospital indemnity), auto and home insurance, identity theft protection, legal counseling, long-term care coverage, moving assistance, pet insurance, and more.
+ Free counseling services and resources for emotional, physical, and financial well-being
+ 401(k) Plan with a 100% match on 3% to 9% of pay (based on years of service)
+ Employee Stock Purchase Plan with 10% off HCA Healthcare stock
+ Family support through fertility and family building benefits with Progyny and adoption assistance.
+ Referral services for children, elders, and pet care, home and auto repair, event planning, and more.
+ Consumer discounts through Abenity.
+ Retirement readiness, rollover assistance services, and preferred banking partnerships.
+ Education assistance (tuition, student loan, certification support, dependent scholarships).
+ Colleague recognition program.
+ Time Away from Work Program (paid time off, paid family leave, long- and short-term disability coverage and leaves of absence).
+ Employee Health Assistance Fund that offers free employee-only coverage to full-time and part-time colleagues based on income.
Learn more about Employee Benefits. (**********************************************************************
_Note: Eligibility for benefits may vary by location._
Galen College of Nursing is recognized as a 2023 National League of Nursing (NLN) Center of Excellence (COE). (******************************************************************************************************************
Galen's Compassionate Care Model Values
+ Inclusivity: I foster an environment that provides opportunity for every individual to reach their full potential.
+ Character: I act with integrity and compassion in all I do.
+ Accountability: I own my role and accept responsibility for my actions.
+ Respect: I value every person as an individual with unique contributions worthy of consideration.
+ Excellence: I commit myself to the highest level of quality in everything I do.
Learn more about our vision and mission (*********************************************** .
Experience the HCA Healthcare difference where colleagues are trusted, valued members of our healthcare team. Grow your career with an organization committed to delivering respectful, compassionate care, and where the unique and intrinsic worth of each individual is recognized. _Submit your application for the opportunity below:_
Student Financial Services Specialist
Galen College of Nursing
Part Time (30 Hours) Associate Banker, University and 13th Branch, Gainesville, FL
Personal banker job in Gainesville, 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 an Associate Banker within Chase, you will represent our brand and culture with the utmost hospitality, using the latest banking solutions and cutting-edge financial technology combined with friendly and attentive service. Your role at Chase will significantly contribute to the branch's success by delivering exceptional client experiences. You will build trusted relationships with clients, sharing product knowledge and solutions and introducing them to our team of experts - helping clients achieve their financial goals.
Job Responsibilities
Create a welcoming environment by delivering attentive and friendly service by greeting clients as they enter the branch, making them feel appreciated, managing lobby traffic, checking clients into the waiting queue, and scheduling/canceling client meetings.
Exceed client expectations while assisting with day-to-day transactions as well as open new accounts, while complying with all policies, procedures, and regulatory and banking requirements.
Educate clients on how the usage of technology self-service options such as leveraging the Chase Mobile App, Chase.com, and ATMs can help them with their banking needs whenever, wherever, and however they want.
Build meaningful relationships with clients by actively listening, asking thoughtful questions, demonstrating empathy, and sharing product knowledge and solutions - introducing them to our team of experts to help achieve their financial goals.
Perform branch operations, which may include managing cash devices such as the cash vault, ATM, or others while adhering to all bank policies and procedures.
Required Qualifications, Capabilities, and Skills
Ability to put clients first and exceed their expectations - delivering attentive and friendly service, creating a welcoming environment.
Ability to build trusted relationships - demonstrating genuine care and concern during interactions with clients.
Ability to engage clients - communicating clearly and politely to understand and help, anticipating client needs.
Ability to quickly and effectively resolve client issues with attention to detail - providing a consistent client experience.
Ability to elevate the client experience - working collaboratively as a team to deliver seamless service with care and sincerity.
Ability to quickly and accurately learn products, services, and procedures.
Client service experience or comparable experience.
High school diploma or GED equivalent.
Preferred Qualifications, Capabilities, and Skills
Strong desire and ability to influence, educate, and connect customers to technology solutions.
Cash handling experience.
Auto-ApplyCommunity Banker - Trenton
Personal banker job in Trenton, FL
Capital City Bank - More than your bank. Your banker.
Hours:
Monday - Friday 8:00 a.m. - 5:00 p.m.
Delivers the retail credit and small business products of the Bank to a market segment generally defined by clients seeking small to medium consumer or commercial loans. Sells and services existing and prospective consumer and commercial client relationships as defined by manager.
This position requires the associate to drive on behalf of the Bank and the associate must adhere to Bank's Motor Vehicle Guidelines. May require increased minimum limits and therefore an increase in premiums.
In compliance with the S.A.F.E. Act, registration in the NMLS Registry is required.
All associates at Capital City Bank, Capital City Investments, Capital City Trust Company, and Capital City Home Loans have access to confidential client information and must practice discretion at all times.
Principal Duties and Responsibilities:
Responsible for loan production, fees, deposits, and referrals each incentive period. Goals will be provided.
Interviews applicants to develop information concerning their consumer and commercial lending needs, desires, abilities and earnings to determine whether a loan may be an acceptable risk. Cross-sells Payment Protection and other Bank insurance products.
Makes sound underwriting and loan decisions within established lending limits as granted by the Credit Administration division, ensuring compliance with Bank policy and procedures.
Notifies applicant of loan decision. Corresponds with clients, applicants or creditors to resolve questions regarding application information.
Works with clients as needed to collect periodic financial information.
Organizes tracking of loan status. Follows current loans to ensure complete compliance with terms.
Delivers other Bank products by referral to other retail banking partners and to appropriate business partners including Residential Real Estate, Capital City Investments, Capital City Bank Trust, Treasury Management, etc. and adheres to all stated quarterly goals.
Collects on past due loan payments with the assistance of the Collections Department. Works with collections to reduce loss and work out problem credits.
Calls on potential and existing clients to develop new business and increase or retain existing business.
Gives counsel to clients and prospective clients within the parameters of a banking relationship.
May supervise one administrative assistant.
Employer determines the essential functions of the job.
All associates must understand and adhere to the non-negotiable Banker Standards and commit to practicing SGNNT (smile, greet, name, name, thank you) at all times. Associates will consistently follow policies and procedures as established by Capital City Bank, Capital City Investments, Capital City Trust Company, and Capital City Home Loans, with department managers setting the standard.
Associated Duties:
Provides additional support to manager and department colleagues.
Completes all assigned/required Bank training within established timelines.
Knowledge, Skills and Abilities (KSAs) Required
The following KSAs are usually acquired through college education with an emphasis in business-related course(s) and a minimum of five years consumer or business lending and underwriting experience:
Relies on experience and judgment to plan and accomplish goals.
A wide degree of creativity and latitude is expected.
Excellent communication and sales skills.
Background in bank lending policies and procedures.
Demonstrated strong underwriting ability.
High degree of personal integrity.
Ongoing sales and product knowledge training is expected.
Proficiency in Word and general working knowledge of PCs.
Must adhere to Bank's Motor Vehicle Guidelines.
In compliance with the S.A.F.E. Act, registration in the NMLS Registry is required.
Education
Bachelor's degree in Business or Finance from an accredited college required. Relevant experience in Consumer or Commercial Banking may substitute for the education requirement.
Working Conditions
Office environment.
Makes personal business calls to clients and prospects.
Some limited travel may be required.
After hours and civic involvement will be required.
Driving as required by position.
In the rare instance of a major or extensive natural disaster, epidemic or pandemic occurrence, or other disruption within our footprint, it may be necessary for associates to relocate or telecommute before, during or after, to ensure business continuity.
Capital City Bank associates are our greatest asset. We offer the following benefits:
Medical, Dental and Vision
Life Insurance
401(k) with Matching
Flexible Spending Accounts
Tuition Assistance
Stock Purchase
Discounts on Products and Services
EOE/Protected Veterans/Disabled/Drug Free
The above declarations are not intended to be an “all-inclusive” list of the duties and responsibilities of the job described nor are they intended to be such a listing of the skills and abilities required to do the job. Rather, they are intended only to describe the general nature of the job.
THIS DOES NOT CONSTITUTE AN EMPLOYMENT AGREEMENT. This does not restrict Capital City Bank, Capital City Investments, Capital City Trust Company, and Capital City Home Loans from the ability to assign, reassign or eliminate duties and responsibilities of this job at any time. This job description describes the current assignment of essential functions. These functions may change at any time as the needs of the Bank or department change or for other reasons deemed appropriate.
Part Time (30 Hours) Associate Banker, Okahumpka Branch, Leesburg, FL
Personal banker job in Leesburg, 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 an Associate Banker within Chase, you will represent our brand and culture with the utmost hospitality, using the latest banking solutions and cutting-edge financial technology combined with friendly and attentive service. Your role at Chase will significantly contribute to the branch's success by delivering exceptional client experiences. You will build trusted relationships with clients, sharing product knowledge and solutions and introducing them to our team of experts - helping clients achieve their financial goals.
Job Responsibilities
Create a welcoming environment by delivering attentive and friendly service by greeting clients as they enter the branch, making them feel appreciated, managing lobby traffic, checking clients into the waiting queue, and scheduling/canceling client meetings.
Exceed client expectations while assisting with day-to-day transactions as well as open new accounts, while complying with all policies, procedures, and regulatory and banking requirements.
Educate clients on how the usage of technology self-service options such as leveraging the Chase Mobile App, Chase.com, and ATMs can help them with their banking needs whenever, wherever, and however they want.
Build meaningful relationships with clients by actively listening, asking thoughtful questions, demonstrating empathy, and sharing product knowledge and solutions - introducing them to our team of experts to help achieve their financial goals.
Perform branch operations, which may include managing cash devices such as the cash vault, ATM, or others while adhering to all bank policies and procedures.
Required Qualifications, Capabilities, and Skills
Ability to put clients first and exceed their expectations - delivering attentive and friendly service, creating a welcoming environment.
Ability to build trusted relationships - demonstrating genuine care and concern during interactions with clients.
Ability to engage clients - communicating clearly and politely to understand and help, anticipating client needs.
Ability to quickly and effectively resolve client issues with attention to detail - providing a consistent client experience.
Ability to elevate the client experience - working collaboratively as a team to deliver seamless service with care and sincerity.
Ability to quickly and accurately learn products, services, and procedures.
Client service experience or comparable experience.
High school diploma or GED equivalent.
Preferred Qualifications, Capabilities, and Skills
Strong desire and ability to influence, educate, and connect customers to technology solutions.
Cash handling experience.
Auto-Apply