Top 329 Personal banking advisor Jobs in Florida

Servicing Travel Advisor III - Chase Travel (Remote-Florida)
JPMorganChase —Tampa, FL
- Weekends as needed
- Remote
- Microsoft Excel
- Microsoft Outlook
- Research
- Health insurance
- Tuition reimbursement
10d
Strategic Consultant - Integrated Communications
Engage fi —Orlando, FL
- $107,000 - $145,000 a year
- Full-time
- Hybrid work
- Up to 50% travel
- Marketing
- Customer service
- Health savings account
- Paid holidays
Servicing Travel Advisor IV, Chase Travel
JPMorganChase —Tampa, FL
- $23.06 - $36.06 an hour
- Full-time
- Mid-level
- Analysis skills
- Travel
- Health insurance
- Tuition reimbursement
5d
Private Client Advisor
Henley & Partners - The Firm of Global Citizens® —West Palm Beach, FL
- $90,000 - $100,000 a year
- Full-time
- Marketing
- Customer service
- Data analysis skills
- Dental insurance
- Paid time off
Asset & Wealth Management, Private Wealth Advisor, Associate - West Palm Beach
Goldman Sachs —West Palm Beach, FL
- Mid-level
- Office
- Business development
- Disability insurance
- Health insurance
Client Service Associate
Bank of America —Jacksonville, FL
- Full-time
- Microsoft Word
- Microsoft Excel
- Office
3d
Insurance Agent---WILL TRAIN!!!
Aflac —Coral Springs, FL
- Up to $75,000 a year
- In-person
- Entry level
- Under 1 year
- Flexible schedule
Quick Apply
Strategic Advisor
Engage fi —Orlando, FL
- $120,000 - $130,000 a year
- Full-time
- Hybrid work
- Up to 50% travel
- Marketing
- Bachelor's degree
- Health savings account
- Paid holidays
Financial Advisor
First Command Financial Services, Inc. —Pensacola, FL
- $60,000 - $150,000 a year
- Choose your own hours
- Military
- Mid-level
- Bachelor's degree
- Paid training
Quick Apply
Director of Accounting
Demetree Global —Winter Park, FL
- Full-time
- Office
- Business development
- GAAP
- Health insurance
- Dental insurance
Quick Apply
4d
Senior Vice President, Auditor, Operations and Payments
BNY —Lake Mary, FL
- Full-time
- CPA
- 11+ years
- Office
Financial Advisor
Thrivent —Jacksonville, FL
- $64,837 - $75,150 a year
- Full-time
- Hybrid work
- Background check
- Mid-level
- Business development
- Paid training
- AD&D insurance
Quick Apply
Relationship Advisor I (Floater)
Addition Financial Credit Union —Tallahassee, FL
- Office
- Windows
- High school diploma or GED
- Profit sharing
- Paid parental leave
Quick Apply
Financial Controller
Granite Communications and Security —Tampa, FL
- $120,000 - $140,000 a year
- Full-time
- Background check
- 7 years
- Microsoft Excel
- Health insurance
- Dental insurance
Quick Apply
Accounting Manager
Granite Communications and Security —Lutz, FL
- $105,000 - $115,000 a year
- Full-time
- Background check
- 7 years
- Mid-level
- Health insurance
- Dental insurance
Quick Apply
Luxury Sales Representative - Weston Hard Rock Casino
Weston Jewelers - Hard Rock Casino —Fort Lauderdale, FL
- $50,000 - $125,000 a year
- Full-time
- Background check
- Hospitality
- Mid-level
- Health insurance
- Dental insurance
Quick Apply
Relationship Advisor Full-Time (Leesburg)
Addition Financial Credit Union —Leesburg, FL
- Full-time
- Office
- Windows
- High school diploma or GED
- Profit sharing
- Paid parental leave
Quick Apply
Interim CFO
UHY LLP —Clearwater, FL
- Contract
- CPA
- Finance
- Bachelor's degree
Quick Apply
9d
Banking Advisor I (MLO)
PNC Financial Services Group —Sarasota, FL
- Full-time
- Office
- Bachelor's degree
- 2 years
- Wellness program
- Health savings account
12d
Personal Banking Advisor - Naples, FL
Lake Michigan Credit Union —Naples, FL
- Full-time
- Mid-level
- Office
- 3 years
- Paid parental leave
- Health savings account
11d

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personal banking advisor jobs near florida

Servicing Travel Advisor III - Chase Travel (Remote-Florida)

JPMorganChase -
Tampa, FL

Apply Now

Job Details

Full-time
10 days ago

Benefits

Health insurance
Tuition reimbursement
Retirement plan

Qualifications

Customer communication
Research
High school diploma or GED
Technical Proficiency

Full Job Description

JOB DESCRIPTION

Job description:
You are passionate about the travel industry, enjoy problem-solving, and share our common goal: to help our customers plan and book luxury travel with ease. Join Chase Travel and help us build the future of travel while taking your career to new heights!

As a Travel Advisor, you will support both internal and external customers with questions related to travel reservations and more complex situations. Demonstrating problem-solving skills and functioning as a service specialist, you will take the necessary steps to recognize, research, and resolve issues through diagnosis and discussion of a particular problem, with a focus on delivering service excellence. You will proactively work with external providers to negotiate an appropriate resolution and minimize costs in a timely manner, while ensuring a seamless customer experience.

Job responsibilities:

Respond to customer inquiries related to travel arrangements and resolve issues by focusing on short- and long-term fixes, serving as both a company and customer advocate, and applying root-cause resolution tactics.
Collaborate with internal teams to troubleshoot, learn, and deliver timely resolutions, with a high regard for accuracy.
Maintain knowledge of all client programs, products, and procedures, and support various online booking tools and multiple websites.
Effectively negotiate with vendors and external customers to reach an acceptable resolution for all parties, including issues with loyalty points, redemptions, program exceptions, and fee waivers.
Maintain high levels of call quality based on outlined criteria; maintain an appropriate level of confidentiality regarding information shared and observed. Keep your immediate supervisor fully informed of all issues or unusual matters of significance and take prompt corrective action where necessary, or provide suggestions for alternative courses of action.
Assist other Travel Advisors in real time with questions related to traveler policies and different booking applications; coach Advisors on best practices for servicing all customers; monitor and manage agent errors, escalations, and customer exceptions; and update tracking information in a database.
Provide a professional level of energy and enthusiasm, as well as strong working relationships, when partnering with internal and external customers and all departments to increase quality and customer service levels.

Required qualifications, capabilities, and skills:

High school diploma or equivalent.
Two or more years of experience in the travel industry, including intermediate to advanced knowledge/proficiency of the Global Distribution System (GDS) and/or other technology platforms, including self-booking tools.
Demonstrated effective communication and interpersonal skills to manage internal and external customer issues.
Working knowledge of Microsoft Office programs such as Excel, Word, and Outlook; ability to quickly learn technical concepts.
Excellent time management and multitasking ability, including advanced knowledge/proficiency using multiple screens in an online environment.
Ability to work independently, while also functioning as a team member.

Applicants must be authorized to work for any employer in the U.S. We are not able to provide immigration sponsorship or take over sponsorship of an employment visa at this time. Final job grade level and corporate title will be determined at the time of offer and may differ from this posting. This role does not provide relocation assistance, so all candidates must be local to the work locations listed in the job posting or willing to relocate on their own immediately upon hire.

Shift / Schedule information:
Work schedules will vary. Candidates must be willing to work during our operating hours, which include evenings and weekends. Specific information will be provided by the recruiter. This position requires that you attend the training as scheduled. Training hours may not coincide with your regularly scheduled hours.

ABOUT US

Chase is a leading financial services firm, helping nearly half of America's households and small businesses achieve their financial goals through a broad range of financial products. Our mission is to create engaged, lifelong relationships and put our customers at the heart of everything we do. We also help small businesses, nonprofits and cities grow, delivering solutions to solve all their financial needs.

We offer a competitive total rewards package including base salary determined based on the role, experience, skill set and location. Those in eligible roles may receive commission-based pay and/or discretionary incentive compensation, paid in the form of cash and/or forfeitable equity, awarded in recognition of individual achievements and contributions. We also offer a range of benefits and programs to meet employee needs, based on eligibility. These benefits include comprehensive health care coverage, on-site health and wellness centers, a retirement savings plan, backup childcare, tuition reimbursement, mental health support, financial coaching and more. Additional details about total compensation and benefits will be provided during the hiring process.

We recognize that our people are our strength and the diverse talents they bring to our global workforce are directly linked to our success. We are an equal opportunity employer and place a high value on diversity and inclusion at our company. We do not discriminate on the basis of any protected attribute, including race, religion, color, national origin, gender, sexual orientation, gender identity, gender expression, age, marital or veteran status, pregnancy or disability, or any other basis protected under applicable law. We also make reasonable accommodations for applicants' and employees' religious practices and beliefs, as well as mental health or physical disability needs. Visit our FAQs for more information about requesting an accommodation.

Equal Opportunity Employer/Disability/Veterans

ABOUT THE TEAM

Our Consumer & Community Banking division serves our Chase customers through a range of financial services, including personal banking, credit cards, mortgages, auto financing, investment advice, small business loans and payment processing. We're proud to lead the U.S. in credit card sales and deposit growth and have the most-used digital solutions – all while ranking first in customer satisfaction.

Operations teams develop and manage innovative, secure service solutions to meet clients' needs globally. Developing and using the latest technology, teams work to deliver industry-leading capabilities to our clients and customers, making it easy and convenient to do business with the firm. Teams also drive growth by refining technology-driven customer and client experiences that put users first, providing an unparalleled experience.

Apply Now

Refine Your Search

personal banking advisor jobs in florida

Servicing Travel Advisor III - Chase Travel (Remote-Florida)

Strategic Consultant - Integrated Communications

Servicing Travel Advisor IV, Chase Travel

Private Client Advisor

Asset & Wealth Management, Private Wealth Advisor, Associate - West Palm Beach

Client Service Associate

Insurance Agent---WILL TRAIN!!!

Strategic Advisor

Financial Advisor

Director of Accounting

Senior Vice President, Auditor, Operations and Payments

Financial Advisor

Relationship Advisor I (Floater)

Financial Controller

Accounting Manager

Luxury Sales Representative - Weston Hard Rock Casino

Relationship Advisor Full-Time (Leesburg)

Interim CFO

Banking Advisor I (MLO)

Personal Banking Advisor - Naples, FL

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