Personal Banker-Sheridan & Federal Hollywood FL
On-siteHollywood, Florida, United States
Job Summary
Build lasting customer relationships through proactive conversations that support financial well-being and deepen engagement. Lead discovery-driven discussions to understand customer needs and connect them with relevant banking products, services, and solutions. Drive branch growth by identifying opportunities, promoting solutions, and making appropriate referrals to meet customer and business goals. Support everyday banking needs, including new account openings, service requests, and credit applications while performing cash handling and teller line activities. Deliver accurate, compliant service while exercising sound judgment within defined risk controls and collaborating with branch teammates to coordinate seamless handoffs to specialists. Work a schedule that includes Saturdays and flex between cash handling and customer banking activities to deliver strong service through account openings and ongoing support.
Required Qualifications
- 6+ months of interacting with customers experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education
- SAFE registration is required at the time of employment
- Ability to work a schedule that will include Saturdays
- Support branch operations by flexing between cash handling and customer banking activities
- Demonstrate comfort using and adopting digital tools and technologies
- Deliver accurate, compliant service while exercising sound judgement within defined risk controls
- Collaborate with branch teammates to coordinate seamless handoffs to licensed bankers or other specialists
- Ability to identify customer needs and connect them to appropriate solutions, including referrals when additional expertise is needed
- Demonstrated ability to follow policies and regulations while identifying and escalating risk concerns
Desired Qualifications
- Prior experience in financial services or a highly regulated, customer-facing role
- Experience building trust-based customer relationships through active listening, follow-up, and consistent engagement
- Comfort initiating outreach (calls, emails, or other channels) to strengthen relationships and identify opportunities to support customer needs
- Demonstrated comfort with digital tools and technology, with the ability to quickly learn new systems and confidently guide customers in adopting capabilities that enhance their banking experience
- Proven ability to collaborate with teammates and partners to resolve needs and deliver a seamless customer experience
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