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Overview: About the Role We’re looking for a results-driven Small Business Banker to build lasting relationships with businesses generating up to $5 million in annual revenue. In this role, you’ll provide strategic financial solutions, deliver exceptional client service, and drive growth through deposits, loans, and treasury services. As a key member of the branch team, you'll also represent the bank in the community and collaborate with internal partners to meet client needs. What You’ll Do • Grow and manage a portfolio of 250+ small business clients., • Proactively acquire new relationships through prospecting, networking, and outreach., • Deliver tailored financial advice by analyzing client needs and recommending appropriate deposit, lending, and treasury solutions., • Collaborate with partners in Lending, Treasury, Mortgage, and Wealth Management to offer holistic banking services., • Support branch operations including account opening, teller transactions, and loan support as needed., • Serve as a community ambassador and leader for the bank’s small business efforts., • Ensure compliance with all regulatory, policy, and procedural standards. Key Responsibilities • Consistently meet or exceed sales and referral goals for deposits, loans, and services., • Perform financial reviews and loan pre-screens; complete cash flow analyses., • Make independent overdraft pay/return decisions within assigned limits., • Support the loan application and closing process; collect and review required documentation., • Maintain operational integrity through proper balancing, ticketing, and risk protocols. What You Bring • 2–4 years of recent experience as a Small Business Banker or similar role., • Solid credit background with proven ability to structure loans and analyze credit., • Demonstrated success in acquiring and growing small business relationships., • Ability to complete independent pre-screens and cash flow analysis., • Collaborative, proactive, and goal-oriented mindset., • Bachelors degree in Business or Finance preferred., • Equal Opportunity Employer/Protected Veterans/Individuals with Disabilities., • Please view Equal Employment Opportunity Posters provided by OFCCP ___., • The contractor will not discharge or in any other manner discriminate against employees or applicants because they have inquired about, discussed, or disclosed their own pay or the pay of another employee or applicant. However, employees who have access to the compensation information of other employees or applicants as a part of their essential job functions cannot disclose the pay of other employees or applicants to individuals who do not otherwise have access to compensation information, unless the disclosure is (a) in response to a formal complaint or charge, (b) in furtherance of an investigation, proceeding, hearing, or action, including an investigation conducted by the employer, or (c) consistent with the contractor's legal duty to furnish information. 41 CFR 60-1.35(c), • Reasonable accommodation may be made to assist individuals with disabilities to complete the online application process. Please contact our Human Resources Department at 305-577-7680 or by e-mail at ___.

Overview: About the Role Are you a results-driven professional with a passion for building strong business relationships? As a Business Banker, you’ll serve as the primary relationship manager for a portfolio of business clients, focusing on companies generating less than $20 million in gross sales. You’ll drive growth by developing new business, managing client relationships, and delivering tailored financial solutions. This role is ideal for a seasoned banker with expertise in credit analysis, portfolio management, and business development. What You’ll Do • Drive Business Growth: Meet and exceed individual and team sales goals, including deposits, loans, and other key metrics., • Build Relationships: Expand existing client relationships and acquire new business through referrals, networking, and targeted outreach., • Analyze Credit: Conduct preliminary financial statement analysis and creditworthiness assessments to align with bank risk standards., • Lead and Collaborate: Provide leadership to the sales team, develop sales strategies, and collaborate with internal partners to deliver a seamless client experience., • Portfolio Management: Oversee client portfolios, ensuring covenant compliance, collateral monitoring, and risk management., • Client Engagement: Maintain regular contact with top clients to identify cross-selling opportunities and deepen relationships., • Market Expertise: Stay informed about market trends, competitors, and opportunities for business growth., • Develop and execute sales proposals and strategies to grow core deposits and loan funding., • Structure and complete secured and unsecured business loans, ensuring compliance with bank policies., • Conduct pre-call planning and prepare for joint client appointments with Small Business Bankers., • Act as a client advocate, recommending financial solutions and cross-selling bank products and services., • Evaluate business, industry, and financial risks, documenting assessments in credit approval documents. What We’re Looking For • Experience: 5–7 years of business banking experience, including 2+ years in lending and credit analysis., • Skills: Strong business development, consulting, and relationship management skills. Proven ability to meet sales goals and maximize cross-sell opportunities., • Knowledge: Expertise in credit structuring, financial analysis, and risk management. Credit training preferred., • Education: Bachelor’s degree in Business Administration or a related field required., • Tech Savvy: Proficiency in Microsoft Office and CRM tools., • Be part of a team that values innovation, collaboration, and client success., • Enjoy opportunities for professional growth and development., • Bachelor's Degree in Business Administration., • Equal Opportunity Employer/Protected Veterans/Individuals with Disabilities., • Please view Equal Employment Opportunity Posters provided by OFCCP ___., • The contractor will not discharge or in any other manner discriminate against employees or applicants because they have inquired about, discussed, or disclosed their own pay or the pay of another employee or applicant. However, employees who have access to the compensation information of other employees or applicants as a part of their essential job functions cannot disclose the pay of other employees or applicants to individuals who do not otherwise have access to compensation information, unless the disclosure is (a) in response to a formal complaint or charge, (b) in furtherance of an investigation, proceeding, hearing, or action, including an investigation conducted by the employer, or (c) consistent with the contractor's legal duty to furnish information. 41 CFR 60-1.35(c), • Reasonable accommodation may be made to assist individuals with disabilities to complete the online application process. Please contact our Human Resources Department at 305-577-7680 or by e-mail at ___.

Overview: The Commercial Banker is essential in managing and nurturing relationships with small to mid-sized businesses generating less than $25 million in gross sales. This role engages collaboratively with the sales team to establish, build, and maintain strong banking relationships, driving the overall success and growth of the assigned sales territory. As the primary relationship manager, the banker represents the bank in all client interactions and oversees the credit process, including credit underwriting, advanced portfolio management, risk identification, and adherence to loan covenants. Responsibilities also include ongoing portfolio management, collateral monitoring, and ensuring compliance with the bank's risk and credit grading standards. The position demands individual initiative and effective collaboration to meet business objectives. Principal Duties & Responsibilities: * Consistently meets and exceeds individual and/or team sales goals, including deposits, loans, and other applicable metrics. * Independently expands existing relationships and solicits new business through client referrals and cold-calling efforts to meet or exceed the Bank’s strategic goals. * Independently analyzes credit worthiness, and conducts preliminary financial statement analysis against bank risk standards and applicable product requirements to preliminarily determine potential credit worthiness. * Generates proposals and develops sales strategies at an expert level. * Develops, expands, and maintains referral sources. * Documents the relationship management process. * Works with clients to analyze problems and propose solutions. * Acts as the client’s advocate in securing suitable credit and cross-selling products and services. * Structures and completes secured and unsecured business loans. * Evaluates business, management, industry, financial, and structural risks, and documents assessments in credit approval documents. * Organizes and leads involved sales initiatives, including generating complex, customized proposals. * Works to develop and maintain solid relationships with all partners. * Maintains expert-level knowledge of all bank products and services. * Participates in special projects as needed. * Must be willing to participate in community organizations and activities. Qualifications: • 5-7 years experience in Commercial Banking. Must have strong credit and lending understanding and experience. * Must be highly capable of meeting sales goals, independent activity in direct banking sales and credit support as well as maximizing cross-sell opportunities and relationship profitability. * Knowledge of commercial banking products and services including credit analysis, underwriting, and treasury management products and services. * Demonstrated strong financial acumen and high level of problem solving skills. * Effective communicator, results oriented, demonstrates the ability to excel in high-pressure situations. * Exhibit strong interpersonal skills with the ability to cultivate long term relationships and influence others internally and externally. * Knowledge of Microsoft Office products: Word, Excel and Outlook. * Formal credit training, preferred. Education: • Equal Opportunity Employer/Protected Veterans/Individuals with Disabilities., • Please view Equal Employment Opportunity Posters provided by OFCCP ___., • The contractor will not discharge or in any other manner discriminate against employees or applicants because they have inquired about, discussed, or disclosed their own pay or the pay of another employee or applicant. However, employees who have access to the compensation information of other employees or applicants as a part of their essential job functions cannot disclose the pay of other employees or applicants to individuals who do not otherwise have access to compensation information, unless the disclosure is (a) in response to a formal complaint or charge, (b) in furtherance of an investigation, proceeding, hearing, or action, including an investigation conducted by the employer, or (c) consistent with the contractor's legal duty to furnish information. 41 CFR 60-1.35(c), • Reasonable accommodation may be made to assist individuals with disabilities to complete the online application process. Please contact our Human Resources Department at 305-577-7680 or by e-mail at ___.

Overview: The Consumer Direct Mortgage Banker is responsible for mortgage loan production through channels directed by the Residential Sales Director. The primary source of business will be directed from company-sourced initiatives. The role focuses on working directly with consumers to help them secure mortgage loans, ensuring all applications are in compliance with applicable state and federal laws, regulations, and bank policies. The Consumer Direct Mortgage Banker is also responsible for maximizing production through referrals from centers of influence, affinity partners, and past clients, while maintaining an exceptional customer experience throughout the loan process. Principal Duties & Responsibilities: • Consistently meets and exceeds individual and/or team sales goals, including but not limited to deposit, loans, and other, as applicable., • Increase conforming loan applications by utilizing company-sourced initiatives, marketing efforts, and referrals from centers of influence, previous customers, and client referrals., • Assess the financial needs of potential and existing customers to provide loan options and identify opportunities for cross-selling to other lines of business within the bank., • Recommend loan solutions that align with client financial needs, underwriting guidelines, and applicable regulatory requirements., • Collect and analyze customer financial information for multifaceted and/or complex borrowers to prepare customized loan solutions., • Develop and prepare loan solutions, ensure compliance with internal standards and regulatory requirements, and refer products and services when necessary. Ensure all documentation is properly reviewed and accurate., • Efficiently manage the customer pipeline to ensure timely loan approvals and closings, minimizing delays in the process., • Maintain a strong focus on delivering an exceptional customer experience throughout the loan process, from application to closing., • Assist new Mortgage Loan Officers (MLOs) and Mortgage Bankers (MBs) during the onboarding process, offering guidance on sales tactics, compliance, and company standards., • 5-7 years years of experience in mortgage loan origination, with a focus on consumer direct mortgage lending., • Strong understanding of mortgage loan origination processes and industry standards, ensuring compliance with lending regulations and best practices., • Knowledge of Federal and State regulations related to mortgage and home equity lending, including TILA, RESPA, HMDA, BSA/AML, and the SAFE Act., • Ability to evaluate and analyze customer financial information, particularly for complex borrowers, to assess loan eligibility and recommend appropriate solutions., • Ability to recommend loan products in accordance with lending guidelines and clients' financial requirements., • Proficiency with loan origination systems and Microsoft Office to manage loan applications and documentation efficiently., • Strong communication skills to maintain customer relationships and provide clear loan product recommendations., • Attention to detail to ensure compliance with all regulatory requirements throughout the loan origination process., • Ability to generate new business and referrals from centers of influence, previous customers, and internal partners., • Demonstrates professionalism and excellent customer service throughout the mortgage process., • Ability to manage a pipeline of customers efficiently, ensuring timely loan processing and closure., • Bachelor's Degree in Business, Real Estate or related field preferred., • Equal Opportunity Employer/Protected Veterans/Individuals with Disabilities., • Please view Equal Employment Opportunity Posters provided by OFCCP ___., • The contractor will not discharge or in any other manner discriminate against employees or applicants because they have inquired about, discussed, or disclosed their own pay or the pay of another employee or applicant. However, employees who have access to the compensation information of other employees or applicants as a part of their essential job functions cannot disclose the pay of other employees or applicants to individuals who do not otherwise have access to compensation information, unless the disclosure is (a) in response to a formal complaint or charge, (b) in furtherance of an investigation, proceeding, hearing, or action, including an investigation conducted by the employer, or (c) consistent with the contractor's legal duty to furnish information. 41 CFR 60-1.35(c), • Reasonable accommodation may be made to assist individuals with disabilities to complete the online application process. Please contact our Human Resources Department at 305-577-7680 or by e-mail at ___.

Overview: The Universal Banker role consist of assisting clients providing exceptional customer service, accurately and efficiently performing all paying, receiving and collection functions. Processing transactions, adhering to strict security measures and to strong balancing procedures. Cross-trained in all servicing functions of the platform to support bankers and continue to assist clients as needed, such as, but not limited to, opening accounts, wire transfer input, change of address, and client's research. Ensures accuracy, excellence in client service and maintains appropriate measures relative to security and bank regulatory procedures. Takes an immediate active role in meeting the needs and expectations of clients; by servicing, promoting and identifying cross selling opportunities. Engages in conversation with clients by actively listening and asking questions. Introduces clients to other CNB team members, as appropriate , to proactively help meet their financial needs. • Proactively and pleasantly greets clients to establish a connection and develop rapport, providing outstanding, personalized client experience., • Client Services duties include and not limited to helping in the lobby to ensure clients are being attended to at all time; when not servicing clients in the teller line, the Universal Banker is required to assist clients in the lobby and refers clients to appropriate bank personnel in order to meet their financial needs., • Executes a variety of transactions in accordance with applicable policies and procedures, and with a high level of accuracy and efficiency while maximizing the sales potential of every interaction., • Consistently meets and/or exceed assigned individual and team referral/sales goals., • Identifies client’s profiles and their respective needs, asks need revealing questions, identifies client CUES, makes appropriate benefit statements, handles objections, closes the referral to the appropriate business partner, ensures client retention and client service satisfaction., • Develops business name sales leads by “scrubbing” leads through Hoovers or any other list in order to provide leads/referrals to the sales staff. A scrubbed lead is taking a business name from Hoovers or any other list and taking steps to gather additional information about the owners and company, in order to provide that information to sales staff. Must meet Bank established minimum monthly lead goal, • Maintains the highest level of confidentiality with all information obtained., • Promotes the Bank’s products and services., • Adheres to cash handling, operational, security and BSA/AML policies and procedures to avoid liability., • Learns, understands, and serves as back up to Business Transaction Leader to perform complex transactions, monitors security policies and procedures, maintains proper balancing procedures, and insures timely completion and processing of all necessary paperwork., • Is responsible as part of the two-member team to open and/or close the branch., • Provides timely and efficient client service by continuously helping the rest of the banking center team., • Develops and maintains a prospect list of potential Non on us leads from the teller line transactions., • Handles checks, debit/credit tickets and all other necessary transactions such as, loan payments within established limits., • Ensures accuracy and adequacy of bank currency and coin supply and verifies cash shipments. Including but not limited to, ordering, shipping currency & coins., • Cross trained to performs balancing of ATMs, TCR,as applicable and night depository., • Cross-trained in all areas of client service including but not limited to opening accounts, wire transfers, etc., • Ensures that all teller work is correctly & timely scanned through branch remote capture on a daily basis., • Responsible for sending files and documents for storage following bank guidelines., • Answering and responding to internal/external client phone calls., • Responds to emails on behalf of sales staff to BPB Support when WTA’s are missing or incomplete schedule A’s., • May assist the rest of Business Center staff with other duties:, • EFT Department – assists with debit card activation, travel dates, limit increases, disputes and the ordering of new cards., • Follows up with clients on missing/pending signature cards., • Provides access to safe deposit boxes after verifying the client’s identity and right to access, handles documents for surrender boxes., • Follows up on past due safe deposit box rent, when applicable., • Witnesses the drilling of safe deposit boxes due to lost keys or abandoned property, when applicable., • Prepares abandoned property for escheatment., • Ensures accuracy, excellence in client service and maintains appropriate measures relative to security and bank regulatory procedure., • May perform more complex service and branch functions such as inputting outgoing, • Completes domestic/international wires according to the Board approved authorization limits and in accordance with banking policy and procedures., • May perform routine client service functions such as change of address, provide statements, check book orders, ATM/Debit card orders, pin # changes, etc., • Increases Bank relationships through cross-selling, marketing materials, promotions, telemarketing, developing client relations and providing prompt client service., • Due to scheduling and business needs, the bank may modify your work hours and work location as needed, including working on a Saturday., • 2-4 years prior banking experience which includes cash handling, sales, and client service. Required Prior knowledge of banking policies and procedures related to teller functions, along with working knowledge of teller terminals or online banking systems. * Proven ability to handle complex transactions accurately and efficiently. * Demonstrated success in needs-based sales and delivering high-level client service. * Strong sales background is a plus. * Ability to interpret or prepare detailed written materials and perform accurate mathematical calculations. * Strong attention to detail, accuracy, and a high degree of security awareness. * Understanding of applicable Federal and State regulations governing teller operations and banking compliance. * Professional demeanor and appearance. * Ability to meet and exceed sales goals while maintaining exceptional client service standards. * Flexibility to work extended hours, including weekends, as business needs require. * Ability to lift and transport coin and currency bags weighing up to 25–35 pounds, using proper lifting techniques and equipment where appropriate. Education: • High School Diploma or GED equivalent., • Equal Opportunity Employer/Protected Veterans/Individuals with Disabilities., • Please view Equal Employment Opportunity Posters provided by OFCCP ___., • The contractor will not discharge or in any other manner discriminate against employees or applicants because they have inquired about, discussed, or disclosed their own pay or the pay of another employee or applicant. However, employees who have access to the compensation information of other employees or applicants as a part of their essential job functions cannot disclose the pay of other employees or applicants to individuals who do not otherwise have access to compensation information, unless the disclosure is (a) in response to a formal complaint or charge, (b) in furtherance of an investigation, proceeding, hearing, or action, including an investigation conducted by the employer, or (c) consistent with the contractor's legal duty to furnish information. 41 CFR 60-1.35(c), • Reasonable accommodation may be made to assist individuals with disabilities to complete the online application process. Please contact our Human Resources Department at 305-577-7680 or by e-mail at ___.

Job Description Job description: Position: Universal Banker Location: Miami, FL Work Hours: 7:15 AM – 4:00 PM (M-F) Company: This opportunity is being exclusively managed by VIP Executive Search on behalf of a confidential client. Position Overview: VIP Executive Search is seeking a Universal Banker to join a highly respected Credit Union in Miami. This multifaceted role combines traditional teller responsibilities, new account openings, loan support, and member relationship development. The ideal candidate thrives in a fast-paced environment, provides exceptional member service, and supports organizational goals with integrity and excellence. Key Responsibilities: • Greet and assist members and visitors professionally and courteously., • Deliver prompt, accurate, and efficient service across all transactions., • Maintain knowledge of and compliance with all internal policies and regulatory requirements, including BSA/AML, CIP, and OFAC., • Monitor and report suspicious activity in line with anti-money laundering regulations., • Stay current with robbery procedures and complete all assigned training., • Open and manage deposit accounts, prepare necessary documentation, and ensure accurate disclosures., • Process transactions such as deposits, withdrawals, loan payments, check cashing, transfers, and statement requests., • Support members with online and mobile banking, including password resets, bill payments, and Zelle transactions., • Assist members with loan applications and recommend financial products aligned with their goals., • Promote credit union services, current promotions, contests, and account features., • Ensure all documents are accurately scanned and maintained in member records., • Participate in community outreach and financial literacy initiatives., • Notarize documents as needed and report unusual account activity or potential fraud., • Minimum two years’ experience in member services and branch operations ideally within a credit union., • High school diploma or GED required; additional education a plus., • Bilingual (English/Spanish) preferred., • Strong interpersonal skills with the ability to read, interpret, and communicate effectively., • Proficient with Microsoft Office and banking systems., • Detail-oriented, adaptable, and able to manage multiple priorities effectively.

We have a unique opportunity for the right person! Our top producing group is seeking an energetic and enthusiastic licensed real estate sales associate to join our luxury real estate team! The ideal candidate must have an active FL real estate license, superior analytical and writing skills, a great customer service demeanor, and the ability to learn quickly in an extremely fast paced environment. This position will require administrative tasks as needed. If you thrive on juggling multiple tasks and would enjoy collaborating with a team that is consistently breaking records, please submit your resume ASAP! Job Functions • Prepare homes to be shown to prospective buyers, secure home after showings, • show homes, describe features, • set appointments for showings and maintain calendar, prepare itineraries, • attend inspections and walk through appointments, • keep informed of market conditions, develop market analysis in selling area, • update seller on showing activities, strategic listing adjustments, • schedule and host open houses, brokers opens and special events, • maintain list of visitors, • review client list to ensure entry into CRM and follow up, • respond to leads, answer prospect calls, • accurately prepare correspondence, documents, Contracts, etc, • audit listing inventory, • maintain key controls, • deliver presentations, client gifts, • write copy and assist marketing department Desired Skills • Strong intiative, • Proficient in MLS Matrix, Microsoft Office Suite, Top Producer, • Team Player, • Able to work under pressure and meet short deadlines, • Flexible multi-tasker with the ability to prioritize assignments, • Willing to do administrative and personal work as needed Requirements • FL Real Estate Sales Associate, • Real Estate: 1 year, • Spanish & English required, • Marketing background or interest, • Reliable transportation, • Work 5 days per week including weekends, • Ability to read and write English & Spanish accurately Job Type: Full-time Experience: • Customer Service: 1 year (Preferred) License/Certification: • Florida Real Estate Sales Associate License (Required), • Driver's License (Required)

The Company: Largo Capital, Inc. has been providing commercial mortgage banking services, encompassing debt and equity solutions for commercial real estate projects for over 35 years. Throughout the U.S. and Canada, Largo represents 27 correspondent life lenders in addition to conduits, banks, debt funds, and credit unions. The Job: Largo is currently seeking a self-starter with an entrepreneurial mindset to join its team as a Debt Originator – Commercial Real Estate. The focus of the position will be to originate mortgage debt and equity utilizing Largo’s roster of 27 correspondent life company lenders and multiple other institutional sources including conduits, banks, debt funds, and credit unions. Responsibilities: · Originate debt & equity financing · Cultivate relationships with owners and developers · Facilitate, structure, and close commercial real estate mortgages · Maintain and update database and activities within Largo’s CRM system · Learn & understand the programs of Largo’s 27 correspondent lenders · Work closely with other members of the team · Gain an understanding of institutional debt and equity providers Skills and Qualifications: · Highly self-motivated · Entrepreneurial attitude · Excellent interpersonal and customer service skills · In-depth understanding of the commercial real estate capital markets · Work independently and within a team to build relationships and interact effectively with business partners · Maintain confidentiality, utilize judgment, and work with minimal supervision · Bachelor’s degree recommended, preferred major in Real Estate, Finance or Economics · Minimum of 3-5 years of experience in the commercial mortgage industry · Previous experience as a lender or mortgage banker is preferred Pay includes base-salary plus a performance-based compensation package with unlimited earning potential based on the individual’s ability to originate and close transactions.

TThe Client Relationship Associate for the International Banking Division provides personalized guidance and support to high-net-worth or ultra-high-net-worth international clients by providing customer service and managing their day-to-day banking needs, which includes recommending solutions to help manage their financial needs. Responsibilities include but are not limited to: • Provide support to International Banker (IB), • Act as a liaison between client and all back-office departments to ensure prompt and accurate service., • Develop and maintain strong relationships with clients in order to maximize their banking experience., • Utilize resources to conduct effective consultative client conversations., • Field all banking inquiries made by the client. Resolve difficult situations quickly and efficiently while ensuring customer satisfaction., • Process account opening forms internally with the respective internal departments including Bank Secrecy Act/Anti Money Laundering., • Perform and process all account maintenance utilizing all resources available., • Assist the International Banker in performing intermediate duties, support the division operational activities/financial services and perform division clerical duties when needed., • Preparation of Inactive/Dormant letters and W8Ben’; send to customers, follow-up on receipt and process with back office., • Sell financial products and services when the International Banker is not available., • Serve as backup for International Banker, • Adheres to all corporate policies including Code of Conduct, Risk, Credit and, • Compliance, federal laws, and regulations (e.g., BSA/AML, Consumer, Information, • Security regulations, etc.), • Exercise knowledge of risk management, loss prevention and follow all policies and procedures. Required Skills: • Must have good verbal, written and interpersonal communication skills in dual languages English/Spanish or English/Portuguese., • Ability to prioritize, organize, multitask in a fast-paced environment, and follow up on assignments., • Ability to apply common sense understanding to carry out instructions furnished in written, oral, or diagram form., • Ability to project a professional image within the bank and community., • PC skills including the Microsoft Suite (Word, Excel, Outlook, Teams, PowerPoint, etc.)

Job Description We are looking for hungry, motivated and dedicated professionals. This job has an unlimited amount of income and depends on you. Its not a grind nor is it hard work. However it requires networking, calling on clients and opening up doors. Our average AE makes $220k a year. We ask that you only apply if you are willing to learn, put the work in and grow. This is not a 70/hr work week career. The Inside Sales Account Executive will be a proactive member of our sales team, and the key to Angel Oak Mortgage Solution’s acquisition of a wide variety of residential mortgage loan products and services through the Company's extensive business-to-business network of correspondents and brokers. Principal Accountabilities: • Plan, develop, and execute sales strategy to meet established goals in assigned territory., • Maintain database of contacts for weekly email campaigns., • Serve as liaison between brokers and operations team. Provide on-going service support to mortgage brokers., • Assist in resolving customer questions, issues, objections and educating customer about the escalation process Required skills and qualifications Minimum • Sales and business development experience is a plus but not needed, • Outstanding communication skills, with both external clients and internal departments/teams., • Solid negotiation skills, • Ability to provide innovative solutions to challenging situations and adapt approach dependent on the client., • Wholesale business development experience is preferred but not required. Angel Oak Mortgage Solutions provides equal employment opportunities (EEO) to all employees and applicants for employment without regard to race, color, religion, sex, national origin, age, disability, or genetics. Company DescriptionAt Angel Oak Mortgage Solutions, we achieve success through our people. Our Account Executives build solid relationships and credibility with mortgage brokers and correspondents and provide outstanding mortgage solutions to our customers across the United States. And they do it better than anyone.At Angel Oak Mortgage Solutions, we achieve success through our people. Our Account Executives build solid relationships and credibility with mortgage brokers and correspondents and provide outstanding mortgage solutions to our customers across the United States. And they do it better than anyone.

Job DescriptionDescription: OVERVIEW The Finance Manager / Head of Finance plays a critical role in the organization by overseeing financial strategy, planning, day-to-day financial matters, compliance with accounting standards and regulations, and maintaining robust financial controls. To provide financial advice and support to colleagues to enable them to make sound business decisions. DUTIES AND RESPONSIBILITIES · Strategic Leadership: Provide financial insights to senior management, influencing business strategy. · Financial Planning & Analysis: o Prepare budgets, forecasts, and financial models to support decision-making. o Track and monitor actual performance against targets with key variance explanations. · Financial Reporting: Overall accountability for accurate and timely financial statements and reports to stakeholders. · Corporate Governance & Compliance: o Oversee overall corporate governance of the organization. o Ensure adherence to financial regulations, tax laws, corporate secretarial matters and internal policies. o Reviews, develops and implements internal controls, operational procedures and documentations. · Cash Flow Management: Manage working capital and cash flow. · Cost Control & Efficiency: o Identify opportunities to optimize costs and improve profitability. o Support operations in inventory management and cost variance analysis. · Team Leadership: Manage and mentor the finance team to enhance productivity and performance. · Stakeholders Management: Liaises with banker, corporate secretary, tax agent and external auditors. · Assists in ad hoc projects as assigned. Requirements: JOB REQUIREMENTS Degree in Accountancy / CA / CPA / ACCA or its equivalent. • At least 5-8 years’ experience in commercial/audit experience., • Relevant F&B experience in hotels, restaurants, bars and lounges environment preferred., • Strong leadership, good interpersonal & communication skills., • Hands-on experience in systems implementation and setup. Working knowledge of POS (Micros), payment gateways, inventory management and costing systems, accounting and reporting systems (SAP, Oracle FCCS)., • Attention to detail and action-oriented., • Adaptable in a dynamic, constantly changing environment.

TThe Client Relationship Associate for the International Banking Division provides personalized guidance and support to high-net-worth or ultra-high-net-worth international clients by providing customer service and managing their day-to-day banking needs, which includes recommending solutions to help manage their financial needs. Responsibilities include but are not limited to: • Provide support to International Banker (IB), • Act as a liaison between client and all back-office departments to ensure prompt and accurate service., • Develop and maintain strong relationships with clients in order to maximize their banking experience., • Utilize resources to conduct effective consultative client conversations., • Field all banking inquiries made by the client. Resolve difficult situations quickly and efficiently while ensuring customer satisfaction., • Process account opening forms internally with the respective internal departments including Bank Secrecy Act/Anti Money Laundering., • Perform and process all account maintenance utilizing all resources available., • Assist the International Banker in performing intermediate duties, support the division operational activities/financial services and perform division clerical duties when needed., • Preparation of Inactive/Dormant letters and W8Ben’; send to customers, follow-up on receipt and process with back office., • Sell financial products and services when the International Banker is not available., • Serve as backup for International Banker, • Adheres to all corporate policies including Code of Conduct, Risk, Credit and, • Compliance, federal laws, and regulations (e.g., BSA/AML, Consumer, Information, • Security regulations, etc.), • Exercise knowledge of risk management, loss prevention and follow all policies and procedures. Required Skills: • Must have good verbal, written and interpersonal communication skills in dual languages English/Spanish or English/Portuguese., • Ability to prioritize, organize, multitask in a fast-paced environment, and follow up on assignments., • Ability to apply common sense understanding to carry out instructions furnished in written, oral, or diagram form., • Ability to project a professional image within the bank and community., • PC skills including the Microsoft Suite (Word, Excel, Outlook, Teams, PowerPoint, etc.)

Previous sales experience, or a proven ability to meet sales metrics. The position facilitates customer awareness and education of bank capabilities, tools, and resources, and supports the sales efforts of a branch team by identifying and referring sales opportunities to the appropriate bank partner

The Company: Largo Capital, Inc. has been providing commercial mortgage banking services, encompassing debt and equity solutions for commercial real estate projects for over 35 years. Throughout the U.S. and Canada, Largo represents 27 correspondent life lenders in addition to conduits, banks, debt funds, and credit unions. The Job: Largo is currently seeking a self-starter with an entrepreneurial mindset to join its team as a Debt Originator – Commercial Real Estate. The focus of the position will be to originate mortgage debt and equity utilizing Largo’s roster of 27 correspondent life company lenders and multiple other institutional sources including conduits, banks, debt funds, and credit unions. Responsibilities: · Originate debt & equity financing · Cultivate relationships with owners and developers · Facilitate, structure, and close commercial real estate mortgages · Maintain and update database and activities within Largo’s CRM system · Learn & understand the programs of Largo’s 27 correspondent lenders · Work closely with other members of the team · Gain an understanding of institutional debt and equity providers Skills and Qualifications: · Highly self-motivated · Entrepreneurial attitude · Excellent interpersonal and customer service skills · In-depth understanding of the commercial real estate capital markets · Work independently and within a team to build relationships and interact effectively with business partners · Maintain confidentiality, utilize judgment, and work with minimal supervision · Bachelor’s degree recommended, preferred major in Real Estate, Finance or Economics · Minimum of 3-5 years of experience in the commercial mortgage industry · Previous experience as a lender or mortgage banker is preferred Pay includes base-salary plus a performance-based compensation package with unlimited earning potential based on the individual’s ability to originate and close transactions.

We have a unique opportunity for the right person! Our top producing group is seeking an energetic and enthusiastic licensed real estate sales associate to join our luxury real estate team! The ideal candidate must have an active FL real estate license, superior analytical and writing skills, a grea

Head Universal Banker - Bilingual English/Spanish Preferred - Bird Rd Branch. The Head Universal Banker is a leadership role responsible for providing exceptional service delivery to our internal and external customers while guiding and supporting the branch team. The Head Universal Banker plays a k

The position is described below.If you want to apply, click the Apply Now button at the top or bottom of this page.After you click Apply Now and complete your application, you'll be invited to create a profile, which will let you see your application status and any communications.If you already have

Provides a consistent optimal customer experience, which may consist of sharing responsibility for greeting customers and processing transactions to ensure customers bank when, where, and how they choose. Regions' mission is to make life better for our customers and communities, and we are looking f

As a Personal Banker within PNCs Retail Bank organization, you will be based in Aventura, Florida. Refer to the California Consumer Privacy Act Privacy Notice to gain understanding of how PNC may use or disclose your personal information in our hiring practices.

Develops strong professional relationships with other Bank department associates as well as supplemental business lines and vendors to cross sell and generate appropriate business product and service recommendations to help clients meet their goals and expand client relationships. Manages relationsh

At Regions, the Relationship Banker I is responsible for providing an exceptional customer experience, both on the cash line and on the phone, and contributing to improving the financial wellness of our customers. Develops relationships with customers, remaining well-informed about the customer's re

At Regions, the Relationship Banker I is responsible for providing an exceptional customer experience, both on the cash line and on the phone, and contributing to improving the financial wellness of our customers. Develops relationships with customers, remaining well-informed about the customer's re

Report all significant matters, issues and unusual customer activity to Manager maintaining personal knowledge of compliance and regulatory requirements.

Personal Banker Safe Act- Aventura Branch.Working at Citi is far more than just a job.A career with us means joining a team of more than 230,000 dedicated people from around the globe.At Citi, you'll have the opportunity to grow your career, give back to your community, and make a real impact.The Pe

Strong business acumen to assess the needs of small business clients. Job applications at Regions are accepted electronically through our career site for a minimum of five business days from the date of posting. Job postings for higher-volume positions may remain active for longer than the minimum p

Personal Banker Safe Act- Bilingual English/Spanish Preferred- West Doral Branch. Bilingual English/Spanish Preferred.

Responsibilities include, but are not limited to:.Responsible for providing exceptional customer service in accordance with Valley's mission statement.Ability to engage customers with friendly and professional service.Knowledge of all Bank products and services and ability to educate and demonstrate

Completes domestic/international wires according to the Board approved authorization limits and in accordance with banking policy and procedures. Please contact our Human Resources Department at 305-577-7680 or by e-mail at employment@citynational.

Middle Market Banking Relationship Manager.Identify, solicit, develop, manage, service, retain and grow long-term profitable middle market relationships in assigned region by offering a full range of loan, deposit, Capital Markets, Treasury, Risk Management and other fee-based services to existing a

Please contact our Human Resources Department at 305-577-7680 or by e-mail at employment@citynational.

Premier Bankers should deliver a level of personalized, attentive service that clients deem outstanding.

Please contact our Human Resources Department at 305-577-7680 or by email at employment@citynational.

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. As such, an employment offer for this position is con

At Regions, the Relationship Banker II is responsible for meeting with customers and prospects both in person and on the phone to determine their financial needs and meet those needs by proactively offering appropriate products, services, and guidance to achieve their financial goals. Conducts outbo

Senior Business Banker-South Florida. The Senior Business Banker plays a critical role in driving the growth and profitability of the bank by generating new deposits, business loans, treasury management services, and other revenue streams. A Business Banker's success is driven by the ability to pros

Provides a consistent optimal customer experience, which may consist of sharing responsibility for greeting customers and processing transactions to ensure customers bank when, where, and how they choose. Conducts outbound phone calls using generated customer and prospect lead lists to expand existi

The position's primary emphasis is on growing client relationships and sales of First American Bank's (FAB) Business Banking and Treasury Management products. In addition, the Business Banker partners with other lines of business to support the goals of First American Bank. The Business Banker is re

Overview: The Consumer Direct Mortgage Banker is responsible for mortgage loan production through channels directed by the Residential Sales Director. Qualifications: * 5-7 years years of experience in mortgage loan origination, with a focus on consumer direct mortgage lending. The primary source o

Please contact our Human Resources Department at 305-577-7680 or by e-mail at employment@citynational.

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Please contact our Human Resources Department at 305-577-7680 or by e-mail at employment@citynational.

Please contact our Human Resources Department at 305-577-7680 or by e-mail at employment@citynational.

Commercial Banking Relationship Manager.Identify, solicit, develop, manage, service, retain and grow long-term profitable commercial relationships for clients with $5MM to $75MM in annual sales.Offer a full range of loan, deposit, and fee-based services to existing and prospective commercial clients

Citi Private Bank - Uhnw Private Banker - Director / Md.

Job Description Justice Federal Credit Union has been designated as a Best Credit Union to Work For by American Banker, for a third year in a row! We are seeking member-driven, detail-oriented candidates, with cash handling and lending experience for the position of Financial Services Representative in our Miami, FL branch. This onsite role is responsible for providing professional, courteous, accurate and efficient service to all Members through all communication channels of the credit union. Key Job Functions: • Fulfills the financial needs of Members through education and by cross-selling appropriate products and services., • Performs duties of teller and provides back-up support to the Lending Department in processing loan applications., • The ability to think analytically, act in the best interests of the Member., • Stay organized in a fast-paced environment with effective written and verbal communication skills is required as this position will engage with vendors, members, and employees at all levels of the credit union. Required Skills and Experience: • Minimum of one month of similar or related experience. Prior experience in a banking or credit union environment is preferred., • A high school education or GED., • Must be able to push, pull, or lift up to 50 lbs., as needed, and requires extended periods of sitting and/or standing and to be able to use PC, copier, scanner, fax, etc., • Must be able to obtain and maintain multiple security clearances and an in-depth background investigation to access various branches. Employee Benefits Include: • Voluntary Life Insurance, • Flexible Spending Accounts, • 12 Paid Holidays (includes Birthday), • Generous Paid Time Off Policy (PTO), • Medical (with HRA) / Dental / Vision Insurance, • Corporate Bonus (based on organizational goals), • Retirement Savings Plans with 6% Employer Match (fully vested on day one), • Company-Paid Benefits Including Basic Life Insurance, Disability Insurance, and Financial Wellness, • And more! Justice Federal does not provide Visa sponsorship to employees or candidates. Compensation ranges are based on market data that enables Justice Federal Credit Union to remain competitive with other credit unions of similar asset size. Employment offers are extended within the compensation range of the position; and are commensurate with candidate experience, knowledge, and geographic location. Disclaimer: Justice Federal reserves the right to fill this role at a higher/lower grade level based on candidate experience and/or business need. Equal Opportunity/Affirmative Action employer. This company considers candidates regardless of race, color, religion, gender, sexual orientation, gender identity, national origin, disability, or veteran status.

Experience with and in-depth knowledge of the equity and fixed income markets and alternative investments, including Hedge Funds, Private Equity and Real Estate. Morgan Asset & Wealth Management delivers industry-leading investment management and private banking solutions. Private Bank, you are resp

Private Banker In Latin America Private Bank.We are actively looking for exceptionally talented individuals who are collaborative, confident and motivated to provide a first-class experience to clients within J.Morgan's Latin America Private Bank.If you have an entrepreneurial mindset and are lookin

We are actively looking for exceptionally talented individuals who are collaborative, confident and motivated to provide a first-class experience to clients within J.If you have an entrepreneurial mindset and are looking to constantly challenge yourself, J.You will be working alongside a team of tal