5 Jobs in Miami, FL
Grove Bank & Trust is Hiring a Personal Banker Near Miami, FL
Essential Duties And ResponsibilitiesIdentifies and initiates sales opportunities as well as identifying and researching opportunities to build and develop new and existing relationships.
Manages a client relationship portfolio with a focus on building and retaining customer relationships. Uncovers clients’ and prospects’ personal and/or commercial financial needs to determine the appropriate products and services; recommends
solutions to meet those needs.
Provides a complete range of customer service activities including, but not limited to: problem resolution; account maintenance and changes; internal transfer and wire transfer requests and approvals; transaction overrides; NSF, uncollected items and service charge approval and rejections. Assigned higher level of override, approval authority, and wire approval limits in the role of Officer.
Acts as the primary contact for assigned accounts and ensures timely delivery of quality service and issue resolution. Will also assists walk-in clients.
Participates and assists in the execution of sales development activities to promote the growth of the branch’s customer relationship portfolio. Conducts referral follow-ups; calls and visits to new and existing clients; and participates in community or industry related functions.
Works closely with other lines of business partners for referrals and new business opportunities, including: Treasury and Merchant, Investments, Trust & Wealth Management, and Commercial Lending. Conducts referral follow-ups to ensure client satisfaction.
Minimizes the Bank's liability exposure by adhering to established policies and procedures, internal controls, and legal and regulatory guidelines. Stays current on applicable branch policies and regulations. Follows established security controls to protect the branch against criminal and fraudulent activities and unnecessary risk or exposure.
Ensures compliance and proper documentation requirements are met in adherence to internal policies and procedures during the new account opening process and service transactions.
QUALIFICATIONS: To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
EDUCATION And/or EXPERIENCEBachelor’s degree in Business or related field; five years of Personal Banking experience in a customer centric and goal-oriented environment; or a combination of education and experience. Strong product knowledge and understanding of standard branch banking policies and procedures. Excellent customer service skills with the ability to cross-sell bank products and services. Excellent verbal and written skills with exceptional influencing skills. Computer proficient in MS Word and Excel.
All candidates for hire will undergo a credit and criminal background check. Only qualified candidates will be contacted.
Grove Bank & Trust is a drug-free workplace and an AA/Equal Opportunity Employer - Minorities/Female/Veteran/Disability.
Job Summary
Full Time
Banking
$93k-123k (estimate)
05/31/2024
07/30/2024
grovebankandtrust.com
MIAMI, FL
50 - 100
1926
SHELDON T ANDERSON
$10M - $50M
Banking
Related Companies
About Grove Bank & Trust
Grove Bank & Trust, founded on July 12, 1926, is a Miami-based financial services firm and is one of the longest continuously operating banks in Florida. People are our most important asset and our brand. The values of integrity and honesty are of paramount importance to us and are the essence of who we are and how we operate. Grove Bank & Trust offers boutique banking, comprehensive trust, and wealth management services* tailored to meet the needs of individuals, families and their businesses. Grove Bank & Trust continues to retain its strong capital and liquidity position and has one of the ...
strongest Capital ratios among banks in South Florida and within the top 10% of banks nationwide as of 12/31/2020. *Investment Products: Not FDIC Insured | May Lose Value | Not Bank Guaranteed | Not a Deposit | Not Insured by any Federal Government Entity. Clients of Grove Bank & Trust and their affiliates should consult with their legal and tax advisors prior to entering into any financial transaction or estate plan. Member FDIC | Equal Housing Lender
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The job skills required for Personal Banker include Products and Services, Customer Service, Customer Relationship, Product Knowledge, Wealth Management, Client Relationship, etc. Having related job skills and expertise will give you an advantage when applying to be a Personal Banker. That makes you unique and can impact how much salary you can get paid. Below are job openings related to skills required by Personal Banker. Select any job title you are interested in and start to search job requirements.
The following is the career advancement route for Personal Banker positions, which can be used as a reference in future career path planning. As a Personal Banker, it can be promoted into senior positions as a Private Banker III that are expected to handle more key tasks, people in this role will get a higher salary paid than an ordinary Personal Banker. You can explore the career advancement for a Personal Banker below and select your interested title to get hiring information.
If you are interested in becoming a Personal Banker, you need to understand the job requirements and the detailed related responsibilities. Of course, a good educational background and an applicable major will also help in job hunting. Below are some tips on how to become a Personal Banker for your reference.
Step 1: Understand the job description and responsibilities of an Accountant.
Quotes from people on Personal Banker job description and responsibilities
The personal banker examines a client's assets, suggests additional banking services, and offers solutions when consulted about financial needs.
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Customers typically receive help and advice when completing loan applications and may even find that the loan application process can be streamlined with a personal banker's guidance.
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Personal bankers are expected to sell financial products and services to clients or refer them to other departments within the bank.
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The bank assigns a personal banker goals for selling products such as vacation savings accounts, credit cards, certificates of deposit, loans and paperless banking.
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At the end of the day, personal bankers are employees of the banks that they work for and are expected to meet the KPIs set for them.
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Step 2: Knowing the best tips for becoming an Accountant can help you explore the needs of the position and prepare for the job-related knowledge well ahead of time.
Career tips from people on Personal Banker jobs
Personal bankers should focus on financial analysis and accounting.
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Small or large, credit unions and banks rely on personal bankers to build and solidify their relationship with people who have accounts and loans with them.
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Personal bankers usually must register with National Mortgage Licensing System and Registry, or NMLS.
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Provides knowledge of financing, loans, and personal banking.
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A personal banker may refer his clients to other bank experts.
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Step 3: View the best colleges and universities for Personal Banker.
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