- TD Bank (Coconut Creek, FL)
- …for this role. **Line of Business:** Personal & Commercial Banking **Job Description:** The Retail Banker I is a customer liaison that is integral to delivering ... transactions in order to identify opportunities to educate on Bank products and services to Customers and/or refer them...and/or refer them to appropriate team member or internal Bank partners, while ensuring a positive Customer experience +… more
- Fifth Third Bank, NA (Boynton Beach, FL)
- …Third Bank . GENERAL FUNCTION: Selected candidates are intended to become a Retail Personal Banker I after completing a 4-8 week on-boarding and education ... skills necessary to successfully perform a role within the Retail Personal Banker job family. The Personal...limited to lobby leadership (Financial Centers) or aisle time ( Bank Marts) and tele-consulting. This role is responsible for… more
- First Horizon Bank (North Palm Beach, FL)
- …: On site at location listed in job posting. **SUMMARY** The Relationship Banker is a trusted advisor who engages clients in meaningful, consultative conversations ... will drive growth by actively promoting and selling the bank 's products and services. This role emphasizes deepening client...2 - 5 years of experience as a Universal Banker or Teller **COMPUTER AND OFFICE EQUIPMENT SKILLS** +… more
- Regions Bank (Boca Raton, FL)
- …the careers section of the system. **Job Description:** At Regions, the Relationship Banker II is responsible for meeting with customers and prospects both in person ... This role offers an exciting opportunity for candidates with retail or sales experience that are interested in beginning...for greeting customers and processing transactions to ensure customers bank when, where, and how they choose + Owns… more
- First Horizon Bank (Palm Beach, FL)
- …involving daily processing of financial transactions and opening accounts in a retail banking environment. Introduce bank products and services through outreach ... of deposit, and money market accounts. + Cross-sell and make referrals to bank partners to generate new business and deepen existing client relationships. + Conduct… more
- Wells Fargo (Delray Beach, FL)
- …US Join us! **About this role:** Wells Fargo is seeking an Associate Roving Personal Banker (SAFE) for our National Branch Network as part of the Consumer, Small & ... of branch locations within a specific geography where a banker or teller is out of the office or...within defined policies and procedures + Develop understanding of bank products and services to connect to customers' needs… more
- PNC (Lake Worth, FL)
- …valued and have an opportunity to contribute to the company's success. As a Personal Banker within PNC's Retail Banking organization, you will be based in Lake ... Communications, Managing Multiple Priorities, Matrix Management, Problem Solving, Prospecting., Retail Lending, Selling., Understanding Customer Needs **Work Experience** Roles… more
- Truist (West Palm Beach, FL)
- …financial planning/advisory/insurance and investment management/asset allocation concepts and understanding of retail credit and traditional retail bank ... and provide an integrated delivery of a broad range of retail solutions including banking, mortgage, planning, investments, and insurance services. Leverage… more
- JPMorgan Chase (Delray Beach, FL)
- …right thing, exceeding expectations, and embracing diversity and inclusion. As a Relationship Banker in a Chase Branch, you will represent our brand and culture with ... qualifications, capabilities, and skills** + 1+ year of sales experience in Retail Banking, Financial Services, or other related industries with proven success in… more
- Citigroup (Tamarac, FL)
- The Personal Banker SAFE Act is an entry level position responsible for the assistance in the execution of sales, products or service activities in coordination with ... transparency. **Qualifications:** + 0-2 years of relevant experience + Previous banking, retail , or sales experience preferred + Knowledge of Smart Banking tools and… more
- Truist (Greenacres, FL)
- …specialists. 4. Participates fully in all components of the established Truist Retail Community Bank Leadership Routines 5. Commits to advancing individual ... ability in meeting or exceeding sales goals 7. General understanding of bank operations, policies and procedures **General Description of Available Benefits for… more
- Truist (Palm Beach, FL)
- …unique needs. 5. Participate fully in all components of the established Truist Retail Community Bank Leadership Routines. 6. Commit to advancing individual and ... for new clients and client relationship building 4. General understanding of bank operations, policies and procedures **General Description of Available Benefits for… more
- Truist (West Palm Beach, FL)
- …driving fee-based revenue opportunities, including specific efforts to serve the retail banking needs of our clients' owners/management/teammates (eg Private Wealth ... Management, Truist@Work Financial Wellness, Momentum onUp, etc). 6. Maintain proficiency and a high level of expertise in most aspects of finance; manage large and complex corporate relationships. Maintain extensive knowledge about complex credit products and… more
- TD Bank (Coral Springs, FL)
- …services, and/or refer them to the appropriate team member or internal Bank partner, while ensuring a positive customer experience + Accurately completes everyday ... ability to service customers with opening/closing personal deposit accounts, everyday bank transactions, debit card/credit card issues, regulation E, mobile and… more
- TD Bank (West Palm Beach, FL)
- …TD Wealth client relationships; manages all aspects of the client's relationships with TD Bank and refers to Retail and Wealth partners & affiliates as needed ... within your portfolio and network to refer business to Retail and Small Business/Commercial Partners + Executes in thorough...attained + Responsible for understanding and adhering to TD Bank & TD Wealth Policies and Procedures + Responsible… more
- First Horizon Bank (Boca Raton, FL)
- …for the small business department and region. + Broad knowledge of bank products and services that results in successfully identifying appropriate opportunities to ... sell the bank 's products. + Determines best loan structure for prospects/customers'...private banking, consumer, small business, wealth and trust management, retail brokerage, capital markets, fixed income, and mortgage banking… more
- First Horizon Bank (Palm Beach, FL)
- …creating new requests, modifications, renewals and annual reviews in the Bank 's commercial loan system; tracking and completing covenant monitoring, completing ... industry research and developing a strong understanding of the Bank 's commercial loan policy. + Participate in transaction structuring and relationship strategy… more
- TD Bank (West Palm Beach, FL)
- …problems, and requests + Identifies opportunities within the portfolio to seek ways to Retail , Commercial and other Wealth Partners + Executes in a manner that is ... leading global financial institutions and is the fifth largest bank in North America by branches/stores. Every day, we...colleagues bring their skills, talent, and creativity to the Bank , those we serve, and the economies we support.… more
- Truist (Boynton Beach, FL)
- …Responsible for the sales and marketing of Truist Mortgage Loan products within bank policies and procedures as well as consistent, effective referrals of mortgage ... clients for other bank services, including the qualifying package of services, and...Truist's referral process by introducing mortgage clients to other bank solutions for deepening client opportunities. 6. Assist Mortgage… more
- Bath & Body Works (Boca Raton, FL)
- …store leaders are the front line of our field leadership team: they're retail and customer-savvy, dedicated brand ambassadors, and thrive on the connections we make ... to life. + Perform opening and closing routines including execution of bank deposits, receipt of shipment, and interpret/disseminate company directives. + Set the… more