Personal banker jobs in Tamarac, FL

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

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 4 reset days each year - additional paid days off to pause and prioritise wellbeing Hybrid working arrangements designed around trust and autonomy Access to our Fort Lauderdale office for in-office work, where we collaborate and connect locally 0% trading fees with Caleb and Brown

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).

You have a passion for taking care of our customers and employees and making them feel welcomed and valued by building lasting relationships, doing the right thing, exceeding expectations and having a strong commitment to diversity and inclusion. Here at Chase, you will have the opportunity to help people experience our Customer Promise -- helping people make the most of their money so they can make the most of their lives by providing education and advice tailored to suit their financial needs. As a Private Client Banker in Branch Banking, you are the main point of contact for a select group of Chase's affluent clients as well as other customers in the Branch. You will manage their complete banking relationship across the company, utilizing a proactive and disciplined approach to generate growth in their balances. You will help acquire new clients by actively soliciting referrals and developing internal and external sources. Job responsibilities Shares the value of Chase Private Client with clients that may be eligible Actively manages their banking relationship through an advice-based approach, ensuring each client receives the best products and services for their needs Partners with Specialists (Private Client Advisors, Mortgage Bankers and Business Relationship Managers) to connect customers to experts who can help them with specialized financial needs Makes lives of clients more convenient by sharing and setting up self-service options to access their accounts 24 hours a day/ 7 days a week Adheres to policies, procedures, and regulatory banking requirements Required qualifications, capabilities, and skills Demonstrated success using a value-added, relationship-oriented approach to acquire and deepen client relationships 1+ year Branch Banking Banker or equivalent experience in financial services, with verifiable success in new client acquisition, cultivating, and maintaining customer relationships and revenue generation Beginning Oct. 1, 2018, if you are not currently registered, the Securities Industry Essential (SIE) exam, FINRA Series 6/7, state registration (including 63 or 66 if required) and Life licenses are required - or must be successfully completed within 180 days of starting the role Compliance with Dodd Frank/Truth in Lending Act* High school degree, GED, or foreign equivalent Adherence to policies, procedures, and regulatory banking requirements Ability to work branch hours, including weekends and some evenings Preferred qualifications, capabilities, and skills Excellent communication skills College degree or military equivalent Experience cultivating relationships with affluent clients Strong team orientation with a commitment of long-term career with the firm Dodd Frank/Truth in Lending Act This position is subject to the Dodd Frank/Truth in Lending Act qualification requirements for Loan Originators. As such, an employment offer for this position is contingent on JPMC's review of your criminal conviction history, credit report, information available through NMLS, and any other information relevant to a determination by JPMC that you demonstrate financial responsibility, good character, and general fitness for the position. Note that any felony conviction within the last seven years will disqualify you from consideration for this position. Your continued employment in this position would be contingent upon compliance with Truth in Lending Act/Dodd Frank Loan Originator requirements. In addition, this position requires National Mortgage Licensing System and Registry (NMLS) registration under the SAFE Act of 2008. As such, upon active employment with JPMorgan Chase, you will be required to either register on NMLS, or to update your existing registration as necessary to grant access to and reflect your employment with JPMorgan Chase. Your continued employment in this position with JPMorgan Chase is contingent upon compliance with the SAFE Act, including successful registration immediately after your start date, and timely completion of annual renewal and required updates thereafter. Any information obtained during the registration, update, and renewal processes or through NMLS notifications may impact your employment with the firm. Any of the completed information you provide during the Chase on-line application process may be transferred, on your behalf, to NMLS by JPMorgan Chase. Please carefully review the information you provide to Chase for accuracy and consistency and with any current NMLS record, if applicable, before submitting. Further information about NMLS and registration requirements of registration can be found at: **************************************************************************

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

About BetrFounded in 2022 by Joey Levy and Jake Paul, Betr is building the world's first real money gaming super app. The company's first product, Betr Picks, launched in September 2023 and quickly grew to several hundreds of thousands of paying users that have already won $250M on the platform. Betr recently launched Betr Arcade with plans on launching additional new nationwide gaming products within its single app experience in 2025 to further differentiate its product offering. In addition to its single-app experience, Betr's gaming products are differentiated through a unique, simplified user interface that is catered to the casual sports fan and gamer, enabling Betr to capture more of the under-penetrated online gaming addressable market. Betr's media division, Betr Media, is one of the fastest growing sports gaming media brands in the U.S. and helps support the company's user acquisition and retention efforts. Betr is backed by Fuel Venture Capital, Aliya Capital Partners, IA Sports Ventures, FinSight Ventures, Florida Funders, Harmony Partners, 8vc, and other top-tier investors. About The Role:The Betr team is looking for a Sports Trader with enthusiasm and passion for the sports gaming industry. Reporting into our Head of Sports Trading, you will have a direct impact on both revenue profitability and expanding our market offerings. You will be the person behind the odds that our users bet on, using a variety of data to formulate what Betr believes are the most accurate odds, and then managing those odds throughout their lifecycle. This role will require scheduling flexibility and working on holidays and weekends when necessary. You will join a new, exciting, & fast growing team looking to build innovative products! This role is based in Miami, Florida. You must be based in this area or be willing to relocate to be considered for this position. It will require scheduling flexibility including working nights, holidays, and weekends when necessary. What You'll Do: Manage risk and liability of all DFS player props games in accordance with Betr risk and trading SOP's Monitor league news and injuries to make real time market adjustments Adjust Betr markets in coordination with the market consensus Assist in analyzing daily reports to ensure proper player profiling as well as other key metrics Collaborate with operations to enhance the best customer experience About You: 3+ years of experience trading in a DFS or Sports Betting platform Strong analytical skills and ability to calculate odds Highly motivated self-starter with a proactive approach to problem-solving and a passion for staying up-to-date with industry trends and best practices Problem solving and strong critical thinking You thrive in a fast paced environment and are not intimidated by ambiguity or change Excellent verbal, written, and interpersonal skills with the ability to communicate clearly and effectively with team members and stakeholders, both internally and externally Self-motivated the the ability to drive initiatives from end-to-end, holding yourself to a high standard of excellence An entrepreneurial mindset with excellent organizational skills, the ability to be flexible, & prioritize responsibilities Bonus Points: Passionate and enthusiastic about a wide range of sports Experience in high pressure and high volume situations At Betr, we're driven by a shared vision to reshape the sports & gaming industry. As a dynamic startup poised for remarkable growth, we're dedicated to crafting innovative experiences that cater to sports enthusiasts across the nation. We believe in pushing boundaries, embracing diversity, and fostering a collaborative culture that extends beyond the world of sports. Join us in shaping the future of sports entertainment! Betr provides equal employment opportunities (EEO) to all employees and applicants for employment without regard to race, color, religion, sex, national origin, age, disability, genetics, sexual orientation, gender identity or gender expression. We deeply understand the value of bringing together a team with different perspectives, educational backgrounds, and life experiences. We encourage people from underrepresented backgrounds to apply Thank you for your interest in Betr. We look forward to reviewing your application.We may use artificial intelligence (AI) tools to support parts of the hiring process, such as reviewing applications, analyzing resumes, or assessing responses. These tools assist our recruitment team but do not replace human judgment. Final hiring decisions are ultimately made by humans. If you would like more information about how your data is processed, please contact us.

You have a passion for taking care of our customers and employees and making them feel welcomed and valued by building lasting relationships, doing the right thing, exceeding expectations and having a strong commitment to diversity and inclusion. Here at Chase, you will have the opportunity to help people experience our Customer Promise -- helping people make the most of their money so they can make the most of their lives by providing education and advice tailored to suit their financial needs. As a Private Client Banker in Branch Banking, you are the main point of contact for a select group of Chase's affluent clients as well as other customers in the Branch. You will manage their complete banking relationship across the company, utilizing a proactive and disciplined approach to generate growth in their balances. You will help acquire new clients by actively soliciting referrals and developing internal and external sources. Job responsibilities Shares the value of Chase Private Client with clients that may be eligible Actively manages their banking relationship through an advice-based approach, ensuring each client receives the best products and services for their needs Partners with Specialists (Private Client Advisors, Mortgage Bankers and Business Relationship Managers) to connect customers to experts who can help them with specialized financial needs Makes lives of clients more convenient by sharing and setting up self-service options to access their accounts 24 hours a day/ 7 days a week Adheres to policies, procedures, and regulatory banking requirements Required qualifications, capabilities, and skills Demonstrated success using a value-added, relationship-oriented approach to acquire and deepen client relationships 1+ year Branch Banking Banker or equivalent experience in financial services, with verifiable success in new client acquisition, cultivating, and maintaining customer relationships and revenue generation Beginning Oct. 1, 2018, if you are not currently registered, the Securities Industry Essential (SIE) exam, FINRA Series 6/7, state registration (including 63 or 66 if required) and Life licenses are required - or must be successfully completed within 180 days of starting the role Compliance with Dodd Frank/Truth in Lending Act* High school degree, GED, or foreign equivalent Adherence to policies, procedures, and regulatory banking requirements Ability to work branch hours, including weekends and some evenings Preferred qualifications, capabilities, and skills Excellent communication skills College degree or military equivalent Experience cultivating relationships with affluent clients Strong team orientation with a commitment of long-term career with the firm Dodd Frank/Truth in Lending Act This position is subject to the Dodd Frank/Truth in Lending Act qualification requirements for Loan Originators. As such, an employment offer for this position is contingent on JPMC's review of your criminal conviction history, credit report, information available through NMLS, and any other information relevant to a determination by JPMC that you demonstrate financial responsibility, good character, and general fitness for the position. Note that any felony conviction within the last seven years will disqualify you from consideration for this position. Your continued employment in this position would be contingent upon compliance with Truth in Lending Act/Dodd Frank Loan Originator requirements. In addition, this position requires National Mortgage Licensing System and Registry (NMLS) registration under the SAFE Act of 2008. As such, upon active employment with JPMorgan Chase, you will be required to either register on NMLS, or to update your existing registration as necessary to grant access to and reflect your employment with JPMorgan Chase. Your continued employment in this position with JPMorgan Chase is contingent upon compliance with the SAFE Act, including successful registration immediately after your start date, and timely completion of annual renewal and required updates thereafter. Any information obtained during the registration, update, and renewal processes or through NMLS notifications may impact your employment with the firm. Any of the completed information you provide during the Chase on-line application process may be transferred, on your behalf, to NMLS by JPMorgan Chase. Please carefully review the information you provide to Chase for accuracy and consistency and with any current NMLS record, if applicable, before submitting. Further information about NMLS and registration requirements of registration can be found at: **************************************************************************

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.

Private Banker Our client, a prestigious international financial institution, is seeking a Private Banker to join their team in Miami. The ideal candidate will have a strong track record in private banking, with experience in business development and relationship management within the Latin American market. This role is ideal for a driven professional with a hunter mentality and a portfolio of high-net-worth clients. Responsibilities: Develop and expand relationships with high-net-worth clients, focusing on the Latin American market. Actively prospect and onboard new clients to grow the existing book of business. Provide tailored wealth management and advisory services, including investment, trust, and estate planning solutions. Maintain a deep understanding of client needs, preferences, and financial goals to deliver customized financial strategies. Collaborate with internal teams to deliver comprehensive solutions and ensure high levels of client satisfaction. Monitor and manage portfolio performance, ensuring alignment with clients' objectives and risk tolerance. Stay up-to-date with financial market trends and regulatory requirements to provide timely advice to clients. Requirements: Minimum of 5 years of experience in private banking or wealth management. Proven ability to build and maintain a book of clients in the Latin American market. Business Introducer, Wealth Advisor, Client Advisor, or similar background in wealth management. Fluent in English, with proficiency in either Portuguese or Spanish. Strong business development skills and a hunter mentality, with the ability to drive revenue growth. If you meet the qualifications and are ready to take your career to the next level, we invite you to apply and join our client's dynamic team.

You have a passion for taking care of our customers and employees and making them feel welcomed and valued by building lasting relationships, doing the right thing, exceeding expectations and having a strong commitment to diversity and inclusion. Here at Chase, you will have the opportunity to help people experience our Customer Promise -- helping people make the most of their money so they can make the most of their lives by providing education and advice tailored to suit their financial needs. As a Private Client Banker in Branch Banking, you are the main point of contact for a select group of Chase's affluent clients as well as other customers in the Branch. You will manage their complete banking relationship across the company, utilizing a proactive and disciplined approach to generate growth in their balances. You will help acquire new clients by actively soliciting referrals and developing internal and external sources. Job responsibilities Shares the value of Chase Private Client with clients that may be eligible Actively manages their banking relationship through an advice-based approach, ensuring each client receives the best products and services for their needs Partners with Specialists (Private Client Advisors, Mortgage Bankers and Business Relationship Managers) to connect customers to experts who can help them with specialized financial needs Makes lives of clients more convenient by sharing and setting up self-service options to access their accounts 24 hours a day/ 7 days a week Adheres to policies, procedures, and regulatory banking requirements Required qualifications, capabilities, and skills Demonstrated success using a value-added, relationship-oriented approach to acquire and deepen client relationships 1+ year Branch Banking Banker or equivalent experience in financial services, with verifiable success in new client acquisition, cultivating, and maintaining customer relationships and revenue generation Beginning Oct. 1, 2018, if you are not currently registered, the Securities Industry Essential (SIE) exam, FINRA Series 6/7, state registration (including 63 or 66 if required) and Life licenses are required - or must be successfully completed within 180 days of starting the role Compliance with Dodd Frank/Truth in Lending Act* High school degree, GED, or foreign equivalent Adherence to policies, procedures, and regulatory banking requirements Ability to work branch hours, including weekends and some evenings Preferred qualifications, capabilities, and skills Excellent communication skills College degree or military equivalent Experience cultivating relationships with affluent clients Strong team orientation with a commitment of long-term career with the firm Dodd Frank/Truth in Lending Act This position is subject to the Dodd Frank/Truth in Lending Act qualification requirements for Loan Originators. As such, an employment offer for this position is contingent on JPMC's review of your criminal conviction history, credit report, information available through NMLS, and any other information relevant to a determination by JPMC that you demonstrate financial responsibility, good character, and general fitness for the position. Note that any felony conviction within the last seven years will disqualify you from consideration for this position. Your continued employment in this position would be contingent upon compliance with Truth in Lending Act/Dodd Frank Loan Originator requirements. In addition, this position requires National Mortgage Licensing System and Registry (NMLS) registration under the SAFE Act of 2008. As such, upon active employment with JPMorgan Chase, you will be required to either register on NMLS, or to update your existing registration as necessary to grant access to and reflect your employment with JPMorgan Chase. Your continued employment in this position with JPMorgan Chase is contingent upon compliance with the SAFE Act, including successful registration immediately after your start date, and timely completion of annual renewal and required updates thereafter. Any information obtained during the registration, update, and renewal processes or through NMLS notifications may impact your employment with the firm. Any of the completed information you provide during the Chase on-line application process may be transferred, on your behalf, to NMLS by JPMorgan Chase. Please carefully review the information you provide to Chase for accuracy and consistency and with any current NMLS record, if applicable, before submitting. Further information about NMLS and registration requirements of registration can be found at: **************************************************************************

Summary: The Universal Banker is responsible for assisting customers with all their banking needs. Provides full service to customers and non-customers seeking banking information and identifies potential opportunities for cross-selling and possible referrals. Provides exceptional customer service. Requirements Essential Duties and Responsibilities: 1. Proficient in teller transactions. 2. Understands its individual goal and purpose to enhance the company's performance. 3. Identifies and evaluates client's needs by utilizing financial profiles to determine cross-sale opportunities to meet production objectives. 4. Maintains frequent contact with clients, returning all incoming calls and addressing problems/questions. 5. Assists customers with the account opening process, following the Bank's guidelines. 6. Assists customers with changes of address requests, profile updates, funds transfers' request, call backs and all other inquiries. 7. Responsible for growing revenue through loans, deposits, and other banking products. 8. Increase profits by establishing new accounts within the community while servicing established customer base. 9. Assists in resolving customer problems beyond the supervisory level in all operational areas. 10. Performs BSA enhanced due diligence through daily monitoring of various customer transaction reports. 11. Monitors debit/ATM fraud alerts and takes appropriate action. 12. Assists customers with fraud and/or identity theft issues. 13. Handles Regulation E disputes and adjustments for the bank's customers. 14. Manages the operation, security, servicing, and balancing of all branch ATMs 15. Completes and files various bank reports on a quarterly basis. 16. Participates in monthly branch manager meetings. 17. Performs daily, weekly, monthly and quarterly auditing and reporting established by the bank's policies and procedures. 18. Participates in training seminars in all operations areas. 19. Supervises duties of tellers, coordinating their workflow and schedules and assist on teller line. 20. Ensures that all tellers handle themselves in a businesslike/professional manner in handling the customer needs. 21. Assists Tellers with out-of-balance reconciliations ensuring appropriate corrections are made. 22. Informs and updates team about all operational, procedural and policy changes. 23. Identifies red flags to detect fraud and prevent losses to the Bank. 24. Ensures all transactions performed are in accordance with established policies and procedures. 25. Prepares weekly Teller work schedules and all work assignments to ensure all time periods are covered. 26. Prepares daily totals and corresponding tickets for batch transactions. 27. Handles customer inquiries regarding basic account information. 28. Monitors and maintained an adequate supply of currency and coins. 29. Balances cash drawer and vault according to established schedule and performance standards. 30. Adhere to all company policies and procedures related to social engineering, including but not limited to protecting sensitive information, verifying identities, and reporting suspicious activity. 31. Performs other duties as assigned. Job Requirements: A minimum of three years of banking experience, primarily in branch operations. Proficiency in both English and Spanish is required, with fluency in speaking, reading and writing. Knowledgeable of banking regulations, BSA compliance, anti-money laundering laws and regulations. Possess excellent business acumen and customer service skills. PC proficient in Microsoft Office applications including Word and Excel. Completion of cross-selling and account opening training. Completion of USCB teller training. Bilingual in English and Spanish is mandatory. This position is not Remote or Hybrid. Local Applicants Only. MEMBER FDIC/EQUAL OPPORTUNITY/AFFIRMATIVE ACTION EMPLOYER/DRUG FREE WORKPLACE

Are you a dynamic and driven sales professional? If so, Momentum Financial Services Group wants you to join our team. In your role at The Check Cashing Store, you'll make a positive impact on the people living in your community by promoting our financial products and services to meet their short- and long-term financial goals. What we offer: Market competitive hourly pay rates Earn a percentage of the store's profits for exceeding company targets Other benefits include: Comprehensive medical/dental benefits Paid Time Off 401K with company match Tuition assistance Career development Branch Location: 7125 West McNab Rd During a typical day, you will: Deliver results on store profitability goals Provide a quality customer sales experience through efficient execution of all customer transactions Determine customers' needs and provide them with solutions that satisfy those needs Handle cash and accurately enter transactions into the system Contact customers over the phone with past due balances and negotiate payment terms and schedules Complete all documentation accurately Follow safety, security, and compliance requirements Successful candidates will: Be sales driven Have a minimum of one year of financial services and sales experience Have a passion for customer service Have previous cash handling experience Have a high school diploma or equivalent About us: Momentum Financial Services Group is a top financial services provider in North America We provide services through our retail network of over 400 locations, known as Money Mart and The Check Cashing Store We offer access to cash and related financial products to help customers achieve their financial goals We operate retail locations in local communities and cities across the United States as Money Mart and The Check Cashing Store We value: Employees who are committed to continuously improving their performance and achieving new levels of success Recognizing our employees for their achievements and developing them to be future leaders Diversity is an essential element for the success of our business Giving back to our local communities through annual contributions to charities and non-profit organizations Next Steps: Apply now to be considered for this opportunity!

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).