Personal banker jobs in Tamarac, FL - 608 jobs

Mount Dora, Florida **To proceed with your application, you must be at least 18 years of age.** Acknowledge Refer a friend **To proceed with your application, you must be at least 18 years of age.** Acknowledge (************************************************************************************************************************ **:** At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. We do this by driving Responsible Growth and delivering for our clients, teammates, communities and shareholders every day. Being a Great Place to Work is core to how we drive Responsible Growth. This includes our commitment to being an inclusive workplace, attracting and developing exceptional talent, supporting our teammates' physical, emotional, and financial wellness, recognizing and rewarding performance, and how we make an impact in the communities we serve. Bank of America is committed to an in-office culture with specific requirements for office-based attendance and which allows for an appropriate level of flexibility for our teammates and businesses based on role-specific considerations. At Bank of America, you can build a successful career with opportunities to learn, grow, and make an impact. Join us! **Job Description:** This job is responsible for engaging clients in the lobby to educate and assist with conducting transactions through self-service resources, such as mobile banking, online banking, or ATM. Key responsibilities include accurately and efficiently processing cash transactions for clients as needed. Job expectations include having deep conversations with clients to gain in-depth knowledge of the financial and life priorities and connecting clients to solutions that meet the financial goals. **Responsibilities:** + Executes the bank's risk culture and strives for operational excellence + Builds relationships with clients to meet financial needs + Follows established processes and guidelines in daily activities to do what is right for clients and the bank, adhering to all applicable laws and regulations + Grows business knowledge and network by partnering with experts in small business, lending, and investments + Manages financial center traffic, appointments, and outbound calls effectively + Drives the client experience + Manages cash responsibilities **Required Qualifications:** + Is an enthusiastic, highly motivated self-starter with a strong work ethic and intense focus on results, acting in the best interest of the client + Collaborates effectively to get things done, building and nurturing strong relationships + Displays passion, commitment and drive to deliver an experience that improves our clients' financial lives + Is confident in identifying solutions for new and existing clients based on their needs + Communicates effectively and confidently and is comfortable engaging all clients + Has the ability to learn and adapt to new information and technology platforms + Is confident in educating clients on how to conduct simple banking transactions through self-service technologies (for example, ATM, online banking, mobile banking) + Applies strong critical thinking and problem-solving skills to meet clients' needs + Will follow established processes and guidelines in daily activities to do what is right for clients and the bank, adhering to all applicable laws and regulations + Efficiently manages time and capacity + Focuses on results while acting in the best interest of the client + Must be able to work weekends and/or extended hours and travel to any financial center location within a reasonable distance **Desired Qualifications:** + Experience in financial services and knowledge of financial services industry, products and solutions + One year of demonstrated successful sales experience in a salary plus incentive environment with individual sales goals + Six months of cash handling experience + Bachelor's Degree or business-relevant Associate's Degree such as business management, business administration or finance **Skills:** + Adaptability + Business Acumen + Customer and Client Focus + Oral Communications + Problem Solving + Account Management + Client Experience Branding + Client Management + Client Solutions Advisory + Relationship Building + Business Development + Pipeline Management + Prospecting + Referral Identification + Referral Management **Minimum Education Requirement:** High School Diploma / GED / Secondary School or equivalent **Shift:** 1st shift (United States of America) **Hours Per Week:** 40 Bank of America and its affiliates consider for employment and hire qualified candidates without regard to race, religious creed, religion, color, sex, sexual orientation, genetic information, gender, gender identity, gender expression, age, national origin, ancestry, citizenship, protected veteran or disability status or any factor prohibited by law, and as such affirms in policy and practice to support and promote the concept of equal employment opportunity, in accordance with all applicable federal, state, provincial and municipal laws. The company also prohibits discrimination on other bases such as medical condition, marital status or any other factor that is irrelevant to the performance of our teammates. View your **"Know your Rights (************************************************************************************** "** poster. **View the LA County Fair Chance Ordinance (************************************************************************************************** .** Bank of America aims to create a workplace free from the dangers and resulting consequences of illegal and illicit drug use and alcohol abuse. Our Drug-Free Workplace and Alcohol Policy ("Policy") establishes requirements to prevent the presence or use of illegal or illicit drugs or unauthorized alcohol on Bank of America premises and to provide a safe work environment. Bank of America is committed to an in-office culture with specific requirements for office-based attendance and which allows for an appropriate level of flexibility for our teammates and businesses based on role-specific considerations. Should you be offered a role with Bank of America, your hiring manager will provide you with information on the in-office expectations associated with your role. These expectations are subject to change at any time and at the sole discretion of the Company. To the extent you have a disability or sincerely held religious belief for which you believe you need a reasonable accommodation from this requirement, you must seek an accommodation through the Bank's required accommodation request process before your first day of work. This communication provides information about certain Bank of America benefits. Receipt of this document does not automatically entitle you to benefits offered by Bank of America. Every effort has been made to ensure the accuracy of this communication. However, if there are discrepancies between this communication and the official plan documents, the plan documents will always govern. Bank of America retains the discretion to interpret the terms or language used in any of its communications according to the provisions contained in the plan documents. Bank of America also reserves the right to amend or terminate any benefit plan in its sole discretion at any time for any reason.

Applies only to Emergency Department and BOS Digital Registration. Responsible for completing varied duties to support the revenue cycle, compliance, and patient experience by accurately and efficiently completing tasks in areas of registration, financial screening, verification, and patient throughput. This incumbent will be responsible for meeting individual collection goals. Maintains a close working relationship with all members of the clinical team to ensure a seamless and positive experience for both patients and caregivers. This incumbent is considered essential staff and must be able to work as needed on weekends, holidays, and during disastrous events. This position may require deployment of legal, ethical and compliance related documents that must be presented and thoroughly explained to the patient at the time of registration. Practices the Baptist Health philosophy of service excellence in providing professional, compassionate and friendly service to patients of all ages, families, employees, physicians and community members. Degrees: * High School, Certificate of completion, GED, Training, Experience. Additional Qualifications: Associates Degree preferred. Complete and pass the Patient Access training course. Ability to work in a fast-paced public health setting or Revenue Cycle setting with demonstrated experience in payment collection, such as billing, sales, and collection/Customer Service. In lieu of degree and/or experience, a highly motivated individual that has the ability to satisfactorily demonstrate and/or role play required skills in a professional manner with a clear and convincing ability to excel in the role. Ability to perform basic mathematical calculations. Detail oriented, organized, team player, compassionate, excellent customer service and interpersonal communication skills . Ability to multitask and have an agile mindset. Desired: Knowledge of healthcare regulatory guidelines to include, but not limited to, HIPAA, AHCA, EMTALA, etc. Understanding of insurance contracts, collections, authorizations and pre-certifications, Microsoft Office products, and EMR applications, etc. Knowledge of medical terminology. Bilingual English, Spanish/Creole. Minimum Required Experience: Less than 1 year

SMB Capital is excited to offer a new and unique opportunity for new and developing traders to be a part of our Proprietary Trader Training Program in Miami, FL. We are offering a comprehensive training program for new intraday equities traders and a clear career path. We have created an extended training program to create a clear career path for new traders from entry level trader to Senior Multi-product Trader. New traders will train with dedicated teachers and experienced intraday traders recognized throughout our industry. What is your career path? New traders will spend two years training and trading, developing essential trading skills and building a trading playbook that makes the most sense to them. New traders will also be expected to build competence in quantative trading, starting with simple alerting scripts in python and moving onward to fully-fledged models for diverse trading environments. Then the best traders after two years will have the opportunity to further their training and trade a bigger book. During this next career phase, traders will trade with more size and further develop their technical analysis, risk management, and quant skills. All traders benefit from coaching and mentorship from the firm's partners and senior traders. Our top traders are experts in their unique market niches and are generally multi-product traders, supplementing equities trading with asset classes like equity options, and futures. This is a unique opportunity for those with a passion for trading to receive training from and then trade with experienced pro traders. This training program was developed by Mike Bellafiore, author of the "trading classic" One Good Trade . SMB has been recognized for its outstanding training, and has been invited to train proprietary traders at other desks throughout the world. The partners in this world-class training program are widely sought out by financial and news media outlets for their expertise. Participating partners and senior traders have appeared on CNBC, CNNMoney, and StockTwitsTV, and have been cited in TheStreet.com, SFO Magazine, Financial Times and several other publications. We are looking for individuals with the following characteristics: -Passion for the Markets -Demonstrable History of Success -Entrepreneurial -Focused -Emotionally Disciplined -Great Teammate -Coachable Qualifications BA/BS degree in ... or related field 5+ years experience in ... Experience with ... Effective written and verbal communication Ability to ... US Citizen or Green Card holder Location This position will be located at our new office in Miami, FL.

Department Traders Employment Type Full Time Location Florida Workplace type Onsite Compensation Competitive Reporting To Management Key Responsibilities About Seven Points Capital For more information about Seven Points Capital recruitment terms and conditions please click here: ********************************************************************

Job Description Who we are: At Caleb and Brown, we're on a mission to connect people to the world of cryptocurrency through education and information. Headquartered in Melbourne, Australia, and now powered by Swyftx, we have grown in the last nine years to become one of the leading cryptocurrency brokerage firms globally. By fostering a culture of crypto experience married with professional services, we are building the bridge to the traditional financial world. We are seeking a motivated and detail oriented individual to join our team as an Execution Trader. Your Role: As a Graduate Execution Trader, you will be a critical part of our Operations Team. Your primary responsibility will be to maintain, and oversee the systems that execute trades across various cryptocurrency venues. This is a hands-on role that requires a deep understanding of market dynamics, execution algorithms, and backend systems. You will be instrumental in ensuring our client's trade requests are executed efficiently, securely and reliably in a 24/7 market environment. The responsibilities will include: Backend order management - Processing of manual order execution, overseeing of automated order execution, oversee liquidity management to ensure orders can process effectively, ensure trade requests fulfil risk criteria before execution. Backend settlements management - Overseeing of client cryptocurrency deposit, withdrawal and address testing requests and assistance in settlement adjustments. Ensure reconciliation alerts from orders and settlements are rectified in a timely manner. Conduct research on digital currency networks to ensure they fulfil our compliance policy before listing. Maintain oversight of listed digital currency token migrations across networks and prepare for any operational changes required. Maintain personal diligence in handling sensitive data to uphold security. Provide blockchain and internal system technical assistance to the broker team and customers Please note this role is not a Proprietary Trading role and will be proudly sitting within our operations department and is not part of our Brokerage Team currently. Please feel free to check out our other opportunities for client facing roles. Requirements About you: 1 - 3 years of professional experience An entrepreneurial, agile, self-starter with initiative and a desire to keep developing every day Strong numerical and quantitative analysis skills Decisiveness with the ability to process complicated information quickly and accurately under pressure A passion for cryptocurrency is highly regarded Benefits Learn from a team of experienced cryptocurrency experts Competitive compensation that recognises experience and impact Hybrid working arrangements designed around trust and autonomy Access to our Fort Lauderdale office for in-office work, where we collaborate and connect locally 0% trading fees with Caleb and Brown

Morgan Stanley (“MS”) is a global financial services firm that conducts its business through three principal business segments-Institutional Securities, Wealth Management, and Asset Management. Wealth Management provides comprehensive financial advice and services to its clients including brokerage, investment advisory, financial and wealth planning, credit & lending, deposits & cash management, annuities, insurance, retirement and trust services. We are seeking a high potential candidate (“Private Bankers” or “PB”) to join our Sales Team in the Private Banking Group. The Private Banker will build Advisor product awareness and understanding of the full cash management and lending platform within their assigned office(s). Job Description/Position Responsibilities Partner with FAs to provide advice and potential cash management and lending solutions to clients Build product awareness and understanding among Financial Advisors Partner with Financial Advisors to profile their client base, identify and analyze business opportunities and succeed in growing new cash management and lending revenue Build, promote and maintain adequate pipeline of opportunities to meet all Private Banking targets, including, but not limited to production, balances, revenue, Advisor participation, units, etc. Establish a reputation of execution and excellence. Gain confidence of FAs to fully develop the cash management and lending opportunities with their clients Develop and present creative and intelligent solutions and advise in structuring client transactions or offer constructive alternatives Partner with the Associate Private Banker(s) to provide FA and their client(s), Private Banking products/solutions, distribution and service support Act as the subject matter expert for FA, Branch and client inquires on Private Banking products and services Understand competitive environment and develop strategies to retain and win new business Develop and implement product marketing strategies with Branch Management and FA team Work with and communicate effectively with Financial Advisors, Branch Managers, Branch staff and Product partners Qualifications: Minimum of 7 years of successful lending business development experience with an investment, commercial or private bank Expert knowledge of credit products including credit cards, residential mortgage products, home equity lines of credit, securities-based loans, high net worth tailored lending products and commercial credit facilities Experience in understanding the financial needs of all types of clients Proven new business development / origination experience with Lending products is required Completion of formal credit training strongly preferred Bachelor's degree preferred or relevant experience Skills/Abilities: Strong relationship building capabilities with Financial Advisors, Branch Managers, Clients, Product Specialists and matrix partners Strong understanding of the suite of all cash management and lending products including bank deposits, certificates of deposits, credit cards, residential mortgage products, home equity lines of credit, securities-based loans, high net worth tailored lending products & commercial credit products Ability to understand the financial needs of the retail brokerage clientele. Ability to efficiently, tactfully & professionally screen, manage and/or decline transactions while maintaining FA and client relationships Possess excellent business development and marketing skills and desire to consistently achieve top revenue results Maintain poise, presence and professionalism with FAs and their affluent clients in the most difficult circumstances Demonstrate positive initiative, leadership and comfort working in a fast-paced environment Detail orientation with strong organizational and analytical skills Ability to train Financial Advisors on product suite Possess excellent oral and written communication skills Exceptional presentation skills Ability to meet deadlines and manage Financial Advisor and client expectations Good collaboration skills in a team-oriented environment WHAT YOU CAN EXPECT FROM MORGAN STANLEY: We are committed to maintaining the first-class service and high standard of excellence that have defined Morgan Stanley for over 89 years. Our values - putting clients first, doing the right thing, leading with exceptional ideas, committing to diversity and inclusion, and giving back - aren't just beliefs, they guide the decisions we make every day to do what's best for our clients, communities and more than 80,000 employees in 1,200 offices across 42 countries. At Morgan Stanley, you'll find an opportunity to work alongside the best and the brightest, in an environment where you are supported and empowered. Our teams are relentless collaborators and creative thinkers, fueled by their diverse backgrounds and experiences. We are proud to support our employees and their families at every point along their work-life journey, offering some of the most attractive and comprehensive employee benefits and perks in the industry. There's also ample opportunity to move about the business for those who show passion and grit in their work. To learn more about our offices across the globe, please copy and paste ***************************************************** into your browser. Morgan Stanley's goal is to build and maintain a workforce that is diverse in experience and background but uniform in reflecting our standards of integrity and excellence. Consequently, our recruiting efforts reflect our desire to attract and retain the best and brightest from all talent pools. We want to be the first choice for prospective employees. It is the policy of the Firm to ensure equal employment opportunity without discrimination or harassment on the basis of race, color, religion, creed, age, sex, sex stereotype, gender, gender identity or expression, transgender, sexual orientation, national origin, citizenship, disability, marital and civil partnership/union status, pregnancy, veteran or military service status, genetic information, or any other characteristic protected by law. Morgan Stanley is an equal opportunity employer committed to diversifying its workforce (M/F/Disability/Vet).

We always are excited to meet talented communications professionals, even if we don't have an opening that matches your level of experience. We encourage you to apply here to start the conversation and be on our radar for future opportunities.. ** Minimum Qualifications:** - Competed college degree and agency experience. - Excellent written and verbal communication skills. - Strong organizational and multitasking abilities. - Proficiency in various communication tools and platforms. - Ability to work proactively and effectively in a team environment or independently. **Application Process:** If you are a dedicated communications professional eager to contribute to our organization, please submit your application here. We are committed to reviewing all submissions and will reach out when a suitable opportunity becomes available.

Type: Full-Time Compensation: $155,000-$215,0000 QF Analytics LLC is a company focused on developing proprietary trading technology and providing strategic marketing support for the global trading platform, Quantfury. Quantfury is a regulated global brokerage, operating in more than 65 countries, with annual client transaction volume surpassing $220 bln. QF Analytics is seeking a skilled professional with extensive experience in financial markets. You will leverage your deep trading industry knowledge and expertise to enhance business and marketing initiatives, driving operational excellence in a dynamic, fast-paced environment. Required Qualifications: 5+ years of experience in trading and investment and/or portfolio management experience within a bank, hedge fund, asset management firm, or similar financial institution. Deep expertise in financial markets, with experience trading multiple asset classes (e.g., equities, bonds, FX, commodities, or derivatives). Knowledge of economic indicators (e.g., GDP, inflation, interest rates) and their impact on financial markets. Exceptional analytical, with meticulous attention to detail and the ability to synthesize complex data under pressure. Excellent written and verbal communication skills. Proficiency in Spanish is strongly preferred What We Offer: Competitive salaries, often better than industry, for comparable roles; Daily premium lunch catering, and keeping the office stacked with fruits and snacks; Comprehensive health benefits plan that kicks in after 90 days of successful employment, including access to exclusive employee discounts; Bonus and incentive programs

Duties & Responsibilities • Support the expansion of the private banking business by generating and following up on leads with existing and prospective clients, and assessing & delivering on their overall banking, investment, and wealth planning needs • Identify and deliver appropriate banking products & services demonstrating simplicity, guidance, knowledge, and experience, after conducting an in-depth client needs assessment and analysis • Work collaboratively with the investment & advisory team, product experts and other business areas in order to maximize the client experience, engender trust and cooperation, identify synergies and referral opportunities, and maximize the depth of the product & service platform offered to current and prospective clients. • Meet and exceed client expectations by consistently providing exceptional customer service in a professional, positive, thorough and timely manner. • Demonstrate a proactive attitude by providing clients with thoughtful and relevant information and insight • Develop and maintain a disciplined approach to sound account management practices by conducting rigorous account reviews on a consistent basis • Maintain required documentation of the book (W8, KYC updates etc.) • Efficiently manage client communication, including business travel plans • Identify sources for prospects, defining a methodology to maximize client acquisition efforts • Compliance with BSA/AML laws, rules, regulations and the bank's BSA/AML policies and procedures . Compliance with Anti-Money Laundering and Bank Secrecy Act related principles, laws, rules and regulations, as well as Itau's related policies and procedures. Qualifications • Bachelor's degree in business administration or related field • FINRA Series 7 required • Demonstrated knowledge of private banking investments, products and services • Superior sales and relationship management skills • Outstanding analytical and organizational skills • Exceptional interpersonal and influence management capabilities • Superb oral & written communication skills • Ability to work well with multiple teams • Fluency in Spanish and English

At Chase, we are passionate about creating memorable experiences for our clients and employees, making them feel welcomed, valued, and understood. We build lasting relationships by doing the right thing, exceeding expectations, and embracing diversity and inclusion. As a Private Client Banker in a Chase Branch, you will represent our brand and culture with the utmost hospitality, delivering the latest banking solutions and cutting-edge financial technology combined with friendly and attentive service to a select group of Chase's affluent clients, as well as other branch clients. You will manage their complete banking relationship across the company, utilizing a proactive and disciplined approach to generate growth in their balances. You will help acquire new clients by actively soliciting referrals and developing internal and external sources. Job responsibilities Put clients first and exceed their expectations - deliver attentive and friendly service, creating a welcoming environment. Share the value of Chase Private Client with eligible clients. Actively manage assigned clients and their banking relationships through an advice-based approach to recommend the best products and services for their financial needs. Engage in clear, polite, consultative communication to understand and help clients, building trust - ask questions and listen to understand, anticipate their needs. Educate and connect clients to technology solutions such as leveraging the Chase Mobile App, Chase.com, and ATMs to help them with their banking needs whenever, wherever, and however they want. Learn products, services, and procedures quickly and accurately to effectively consult with clients about banking solutions, as well as collaborate with and connect them to our team of experts to help with specialized financial needs. Adheres to policies, procedures, and regulatory banking requirements. Required qualifications, capabilities, and skills Demonstrated success using a value-added, relationship-oriented approach to acquire and deepen client relationships. 1+ year Branch Banking Banker or equivalent experience in Financial Services sales experience with proven success in acquiring new clients, deepening relationships, and revenue generation. Ability to create memorable experiences for our clients - elevate the client experience. Excellent communication skills, both in person and over the phone, with proven ability to tailor features and benefits of products and services to clients with differing needs. Ability to resolve client issues quickly and effectively with attention to detail - providing consistent client experience. Operate within established risk parameters/tolerances and meet internal/external risk and compliance obligations, including completion of required training. High school degree, GED, or foreign equivalent. The Securities Industry Essential (SIE) exam, FINRA Series 6, state registration (including 63 if required), and Life licenses are minimum requirements. All unlicensed applicants must obtain their licenses though JPMC's licensing program within 180 days of hire, study materials and support provided. Ability to work branch hours including weekends and some evenings. Preferred qualifications, capabilities, and skills College degree or military equivalent. Experience in cultivating relationships with affluent clients. Dodd Frank/Truth in Lending Act This position is subject to the Dodd Frank/Truth in Lending Act qualification requirements for Loan Originators. As such, an employment offer for this position is contingent on JPMC's review of your criminal conviction history, credit report, information available through NMLS, and any other information relevant to a determination by JPMC that you demonstrate financial responsibility, good character, and general fitness for the position. Note that any felony conviction within the last seven years will disqualify you from consideration for this position. Your continued employment in this position would be contingent upon compliance with Truth in Lending Act/Dodd Frank Loan Originator requirements. In addition, this position requires National Mortgage Licensing System and Registry (NMLS) registration under the SAFE Act of 2008. As such, upon active employment with JPMorganChase, you will be required to either register on NMLS, or to update your existing registration as necessary to grant access to and reflect your employment with JPMorganChase. Your continued employment in this position with JPMorganChase is contingent upon compliance with the SAFE Act, including successful registration immediately after your start date, and timely completion of annual renewal and required updates thereafter. Any information obtained during the registration, update, and renewal processes or through NMLS notifications may impact your employment with the firm. Any of the completed information you provide during the Chase on-line application process may be transferred, on your behalf, to NMLS by JPMorganChase. Please carefully review the information you provide to Chase for accuracy and consistency and with any current NMLS record, if applicable, before submitting. Further information about NMLS and registration requirements of registration can be found at: ****************************************************************

Northern Trust, a Fortune 500 company, is a globally recognized, award-winning financial institution that has been in continuous operation since 1889. Northern Trust is proud to provide innovative financial services and guidance to the world's most successful individuals, families, and institutions by remaining true to our enduring principles of service, expertise, and integrity. With more than 130 years of financial experience and over 22,000 partners, we serve the world's most sophisticated clients using leading technology and exceptional service. This is an office-based position and for the effective performance of this role, the duties and responsibilities must be carried out onsite. Under direct supervision, the Universal Banker will be responsible for delivering an exceptional client service experience while servicing clients with a full range of banking products and services. Interacts with clients in person, via telephone and email, responding to inquiries and providing information as requested. Responsible for executing and/or submitting various administrative and operational activities related to clients, banking products and services. Primary activities may include establishing and/or submitting requests for new accounts, closing accounts, account maintenance, money movement, as well as addressing client inquiries. Key responsibilities include: 1. Executes and/or submits client account servicing requests within appropriate time frames, including but not limited to submitting wires and fund transfers, preparing required documentation, opening and closing accounts, maintenance of accurate and complete account records, imaging of documents, and researching of client issues. 2. Handles paying and receiving activities, including cash transactions and daily balancing activities. Fully understands and adheres to all Wealth Management Lobby Banking Operations policies and procedures as documented on the Wealth Management Intranet. 3. Develops a strong understanding of required steps involved with each request, communicating with relationship management and operations teams as appropriate to obtain necessary information to properly execute the requested activity. 4. Maintains a strong understanding of policies and procedures and addresses the requirements of each activity in a timely fashion and in strict adherence with Northern Trust and Wealth Management Risk Management and Compliance guidelines and procedures, promptly escalating any issues and/or concerns to management. 5. Develops a strong knowledge of the various business applications critical to client and account servicing, including on-line tools and seeks to expand knowledge of the latest enhancements to Northern Trust partner and client technology and/or systems in order to maintain highest standards of servicing. 6. Assist with maintenance and servicing of Safe Deposit Boxes in offices where available. 7. Keeps informed of new or existing Northern Trust and Wealth Management products, services and compliance requirements to respond to client questions and to assist in selling services which results in expanding the overall client relationship. 8. Monitors banking reports as well as provides assistance with banking audits as directed by the Team Leader / Manager. The successful candidate will benefit from having: * Knowledge of federal regulation, banking guidelines, banking operations, products and services, acquired through related work experience is preferred. * Strong client service skills, problem solving, and organizational skills are required to identify, research and/or resolve requests. * Ability to think critically and to work well independently and as part of a team. * Strong verbal and written communication skills. * 2-3 years of related experience. Working with Us: As a Northern Trust partner, greater achievements await. You will be part of a flexible and collaborative work culture in an organization where financial strength and stability is an asset that emboldens us to explore new ideas. Movement within the organization is encouraged, senior leaders are accessible, and you can take pride in working for a company committed to assisting the communities we serve! Join a workplace with a greater purpose. We'd love to learn more about how your interests and experience could be a fit with one of the world's most admired and sustainable companies! Build your career with us and apply today. #MadeForGreater Reasonable accommodation Northern Trust is committed to working with and providing reasonable accommodations to individuals with disabilities. If you need a reasonable accommodation for any part of the employment process, please email our HR Service Center at *****************. We hope you're excited about the role and the opportunity to work with us. We value an inclusive workplace and understand flexibility means different things to different people. Apply today and talk to us about your flexible working requirements and together we can achieve greater.

Our client is a European bank with a presence in 11 countries where it offers specialized services in the management of large fortunes. They as looking for an experienced Private Banker Responsibilities • Develop and maintain relationships with existing and prospective clients. • Provide comprehensive financial planning and investment advice. • Manage client portfolios • Execute transactions on behalf of clients Qualifications • 5+ years of experience in private banking • Strong network of contacts in Latin America • Bachelor's degree in finance or a related field • SEC Series 65 or 66 license Benefits • Competitive salary and benefits package • Opportunity to work with a global team of experienced professionals • Chance to make a significant impact on the lives of our clients • Hybrid work model

About Northern Trust: Northern Trust, a Fortune 500 company, is a globally recognized, award-winning financial institution that has been in continuous operation since 1889. Northern Trust is proud to provide innovative financial services and guidance to the world's most successful individuals, families, and institutions by remaining true to our enduring principles of service, expertise, and integrity. With more than 130 years of financial experience and over 22,000 partners, we serve the world's most sophisticated clients using leading technology and exceptional service. This is an office-based position and for the effective performance of this role, the duties and responsibilities must be carried out onsite.Under direct supervision, the Universal Banker will be responsible for delivering an exceptional client service experience while servicing clients with a full range of banking products and services. Interacts with clients in person, via telephone and email, responding to inquiries and providing information as requested. Responsible for executing and/or submitting various administrative and operational activities related to clients, banking products and services. Primary activities may include establishing and/or submitting requests for new accounts, closing accounts, account maintenance, money movement, as well as addressing client inquiries.Key responsibilities include:1. Executes and/or submits client account servicing requests within appropriate time frames, including but not limited to submitting wires and fund transfers, preparing required documentation, opening and closing accounts, maintenance of accurate and complete account records, imaging of documents, and researching of client issues. 2. Handles paying and receiving activities, including cash transactions and daily balancing activities. Fully understands and adheres to all Wealth Management Lobby Banking Operations policies and procedures as documented on the Wealth Management Intranet. 3. Develops a strong understanding of required steps involved with each request, communicating with relationship management and operations teams as appropriate to obtain necessary information to properly execute the requested activity. 4. Maintains a strong understanding of policies and procedures and addresses the requirements of each activity in a timely fashion and in strict adherence with Northern Trust and Wealth Management Risk Management and Compliance guidelines and procedures, promptly escalating any issues and/or concerns to management. 5. Develops a strong knowledge of the various business applications critical to client and account servicing, including on-line tools and seeks to expand knowledge of the latest enhancements to Northern Trust partner and client technology and/or systems in order to maintain highest standards of servicing. 6. Assist with maintenance and servicing of Safe Deposit Boxes in offices where available. 7. Keeps informed of new or existing Northern Trust and Wealth Management products, services and compliance requirements to respond to client questions and to assist in selling services which results in expanding the overall client relationship. 8. Monitors banking reports as well as provides assistance with banking audits as directed by the Team Leader / Manager.The successful candidate will benefit from having: Knowledge of federal regulation, banking guidelines, banking operations, products and services, acquired through related work experience is preferred. Strong client service skills, problem solving, and organizational skills are required to identify, research and/or resolve requests. Ability to think critically and to work well independently and as part of a team. Strong verbal and written communication skills. 2-3 years of related experience. Working with Us: As a Northern Trust partner, greater achievements await. You will be part of a flexible and collaborative work culture in an organization where financial strength and stability is an asset that emboldens us to explore new ideas. Movement within the organization is encouraged, senior leaders are accessible, and you can take pride in working for a company committed to assisting the communities we serve! Join a workplace with a greater purpose. We'd love to learn more about how your interests and experience could be a fit with one of the world's most admired and sustainable companies! Build your career with us and apply today. #MadeForGreater Reasonable accommodation Northern Trust is committed to working with and providing reasonable accommodations to individuals with disabilities. If you need a reasonable accommodation for any part of the employment process, please email our HR Service Center at *****************. We hope you're excited about the role and the opportunity to work with us. We value an inclusive workplace and understand flexibility means different things to different people. Apply today and talk to us about your flexible working requirements and together we can achieve greater.

Job DescriptionBenefits: Company parties Opportunity for advancement Paid time off Signing bonus Wellness resources ROLE DESCRIPTION: As a Financial Services specialist with Jessica Alvarez Agency, you will successfully market the financial products that manage everyday risks. Your proficient knowledge of financial products reinforces your sales-minded and consultative approach to educating customers on their financial options. Your analytical precision makes you an invaluable resource to customers and a competitive addition to a successful agency. RESPONSIBILITIES: Use a customer-focused, needs-based review process to educate customers about insurance options. Work with the agent to establish and meet marketing goals Develop leads, schedule appointments, identify customer needs, and market appropriate products and services. QUALIFICATIONS: Series 6 or 7, and 65 required. Must have 215 Life and Health Insurance License. Proven experience working as a financial services representative for Life Insurance Premium goals and Annuities. Proficiency in Microsoft Office applications. Strong mathematical skills. Excellent analytical, organizational, and problem-solving skills. Effective communication skills. Exceptional customer service skills. Successful track record of meeting sales goals/quotas BENEFITS: Salary plus commission/bonus Paid time off (vacation and personal/sick days) Health benefits Growth potential/Opportunity for advancement within my office

Job Brief: We are looking for a Credit & Collections Clerk who wants to excel in an environment of operational excellence. The Credit and Collections Clerk performs vital functions to the business as well as to the customers (both internal and external) by focusing on customer billing and collections. Responsibilities: Gathers records such as purchase orders, sales tickets, work order & charge slips in order to verify billing Confers with customer by telephone in attempt to determine reason for overdue payment, reviewing terms of sales, service or credit contract with customer Records information about financial status of customer and status of collection efforts Documents correspondence on the customer accounts within the billing system Assist customers with online payment services Work closely with brokered accounts to track payments and provide information requested by them to identify short pays Produce manual invoices for certain customers requiring additional details Learn and utilize all billing tools available Other duties as assigned Skills Required: Speaks clearly and persuasively in positive or negative situations; listens and gets clarifications; responds well to question Solid working knowledge of Microsoft Office Applications (i.e Word, Excel, Outlook) Good Communication skills

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

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

Are you a dynamic and driven sales professional? If so, The Check Cashing Store wants you to join our team. In your role at The Check Cashing Store, you'll make a positive impact on the people living in your community by promoting our financial products and services to meet their short- and long-term financial goals. What we offer: Market competitive hourly pay rates Earn a percentage of the store's profits for exceeding company targets Other benefits include: Comprehensive medical/dental benefits Paid Time Off 401K with company match Tuition assistance Career development Branch Location: 8071 West Sample Road During a typical day, you will: Deliver results on store profitability goals Provide a quality customer sales experience through efficient execution of all customer transactions Determine customers' needs and provide them with solutions that satisfy those needs Handle cash and accurately enter transactions into the system Contact customers over the phone with past due balances and negotiate payment terms and schedules Complete all documentation accurately Follow safety, security, and compliance requirements Successful candidates will: Be sales driven Have a minimum of one year of financial services and sales experience Have a passion for customer service Have previous cash handling experience Have a high school diploma or equivalent About us: Momentum Financial Services Group is a top financial services provider in North America We provide services through our retail network of over 400 locations, known as Money Mart and The Check Cashing Store We offer access to cash and related financial products to help customers achieve their financial goals We operate retail locations in local communities and cities across the United States as Money Mart and The Check Cashing Store We value: Employees who are committed to continuously improving their performance and achieving new levels of success Recognizing our employees for their achievements and developing them to be future leaders Diversity is an essential element for the success of our business Giving back to our local communities through annual contributions to charities and non-profit organizations Next Steps: Apply now to be considered for this opportunity! About The Check Cashing Store - Our Commitment to Responsible Innovation At The Check Cashing Store, we are committed to building innovative solutions grounded in ethical, transparent, and responsible use of data and technology. Aligned with the principles outlined in Canada's Artificial Intelligence and Data Act (AIDA), we take a proactive approach to ensuring that any AI or data-driven systems we use are safe, fair, and accountable. We prioritize strong data governance, clear communication around how systems work, and safeguards that reduce risks and protect individuals. Our focus is on developing tools and processes that promote equity, reliability, and trust, supported by ongoing monitoring and continuous improvement. Joining The Check Cashing Store means contributing to a future-focused organization that values both innovation and integrity, where your work helps shape solutions that responsibly support our employees, clients, and communities.

The SouthState story is one of steady growth, deep community roots, and an unwavering commitment to helping our customers move forward. Since our beginnings in the 1930s to becoming a trusted financial partner across the South and beyond - we are known for combining personal relationships with forward-thinking solutions. We are committed to helping our team members find their success while maintaining the integrity of our values: building trust, fostering lasting relationships and pursuing excellence. At SouthState, individual contributions are recognized, potential is cultivated and team members are inspired to achieve their greater purpose. Your future begins here! SUMMARY/OBJECTIVES The Universal Banker serves as a full service, single point of contact in the branch for SouthState customers' financial needs. The position operates in the dual capacity of a Teller and FSR providing exceptional customer service in both transactional and account management. The Universal Banker seeks to attract, expand, and retain customer relationships and is responsible for contributing to the financial growth of the bank. ESSENTIAL FUNCTIONS Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. * Serves customers quickly, accurately, efficiently, and confidentially according to the South State Bank Service Standards. * Knows and understand the products and services offered by the Bank. These include facts and features, benefits and advantages, rules and regulations, price structure, and a simple definition of each service offered. * Able to identify customer needs and expectations by listening for clues. Seeks the opportunity to expand customer relationships by making referrals as outlined in the goals for this position. * Presents a neat and professional personal appearance, in accordance with bank policy. * Knows and ensures compliance to all banking regulations to include Regulation CC and Bank Secrecy Act. * Develop a strong understanding of customer facing technology with the ability to discuss with and enroll customers in self-service options. * Teller Duties: Processes transactions for savings, checking, and loan accounts. Maintains a neat and orderly work area. May assist in guiding and training new tellers. May allow customers access to safe deposit boxes. Cashes checks and processes savings withdrawals within assigned limits and in accordance with prescribed procedures. Sells certified checks. Balances transactions daily. May service/balance ATM. May utilize the branch capture system. Knows and follows policies and procedures in completing transactions, minimizing operational errors, and maintaining a proper workflow. Knows and follows the branch's security and audit procedures and understands the function and operation of the security devices. * FSR Duties: * Opens new deposit accounts and understands the products and financial services offered by the bank. Also handles other services such as stop payments, wire transfers, and other maintenance functions within assigned limits. * Explains policies and procedures as necessary, keeping in mind most customers' unfamiliarity with them. * Resolves customer problems and complaints with courtesy and discretion and direction and directs customers with difficult problems to other sources for assistance. Considers problems and complaints as opportunities to satisfy the customer and promote additional services. * Is knowledgeable of financial services offered by the bank. * Shows sincere appreciation for each customer's time and business. Gives business card if not already given. * Knows and follows the branch's security and audit procedures and understands the function and operation of the security devices. * Assures that branch records, reports and other correspondence resulting from customer development attempts are correct, timely and are properly distributed. UNIVERSAL BANKER FUNCTIONS * One year of teller or cash handling experience and six months customer relationship building or sales experience * Demonstrated expertise in the Teller II and basic FSR job functions * Additional Responsibilities may include Vault Responsibilities or Back-Up Vault Responsibilities * Other duties as assigned Qualifications, Education, and Certification Requirements * Education: High School diploma or equivalent * Experience: Cash handling, sales, customer service. Previous banking experience preferred. * Specific Knowledge: Good interpersonal skills, good computer skills, ability to read, write, speak, and understand English TRAINING REQUIREMENTS/CLASSES * The SouthState Way New Team Member Orientation * Teller Foundations * Banker Foundations * All assigned Regulatory Compliance Training * Acknowledgement of all policies through DocuSign as assigned * Additional training may be required dependent upon experience PHYSICAL DEMANDS * Must be able to lift, up to 50 pounds, must be able to stand and/or sit for long periods of time. Must be able to effectively access and interpret information on computer screens, documents, reports, and cash denominations, and identify customers. WORK ENVIRONMENT This position is most likely in an open lobby area with an individual workstation. The position is located inside a cooled and heated facility. TRAVEL Travel may be required. Work Location: 250 S. Australian Avenue, Suite 300 West Palm Beach, Florida 33401 Equal Opportunity Employer, including disabled/veterans.