Banker jobs in Miami, Florida - Page 2Crear alertas

Part-Time Universal Banker (20 Hours), Aventura South Branch. The Universal Banker is an entry level position responsible for the assistance in the execution of sales, products or service activities in coordination with the customer service team.

The Federal Savings Bank is hiring an entry level inside sales professional to develop as a Junior Mortgage Banker for our Miami, FL sales team. The Federal Savings Bank is an. Follow the training plan and advance to a mortgage banker role.

Support the Senior Banker on client hierarchy and pipeline management. Assist the Senior Banker in the sale of investments, banking and trust services including, but not limited to: asset allocation on structured portfolios, managed portfolios, brokerage accounts, portfolio reviews, deposit and loan

Part-Time Universal Banker (20 Hours)- Bilingual English/Spanish Speaking Preferred- Biscayne Branch. Bilingual English/Spanish Speaking Preferred.

Refer opportunities to segment partners where appropriate. Support sales/service activities within the branch by participating in seminars, micromarketing events, promotional campaigns, product initiatives, etc. Appropriately assess risk when business decisions are made, demonstrating particular con

The Universal Banker is an entry level position responsible for the assistance in the execution of sales, products or service activities in coordination with the customer service team.

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. Sales skills: Ability to support team by making client servicing cal

Responsible for providing an industry leading client service experience through the development and expansion of new and existing client relationships.Provides financial solutions that meet client needs based on consultative conversations and referrals to other business partners for additional busin

Part-Time Universal Banker (20 Hours), Bilingual English/Spanish Speaking Preferred, North Miami Area. The Universal Banker is an entry level position responsible for the assistance in the execution of sales, products or service activities in coordination with the customer service team.

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. We also make reasonable accommodations for applicants' and employees' religious prac

Bank Teller or Universal Banker from an LFI.

The Consumer Direct Mortgage Banker is responsible for mortgage loan production through channels directed by the Residential Sales Director. The Consumer Direct Mortgage Banker is also responsible for maximizing production through referrals from centers of influence, affinity partners, and past clie

Under general supervision and works independently most of the time, responsible for delivering an exceptional client service experience while servicing clients with a full range of banking products and services.Responsible for executing and/or submitting various administrative and operational activi

The Universal Banker role consists of assisting clients providing exceptional customer service, accurately and efficiently performing all paying, receiving and collection functions. Cross-trained in all servicing functions of the platform to support bankers and continue to assist clients as needed,

Part-Time Universal Banker (20 Hours), Bilingual English/Spanish Speaking Preferred, North Miami Area. Bilingual English/Spanish Speaking Preferred.

Retail Branch Consumer And Small Business Lending Banker. Serves as the retail branch consumer and small business lending banker and subject-matter-expert within a traditional bank branch model. Works proactively and closely with bankers to maintain a consistent deposit and loan pipeline.

Provides lending services to the real estate community by serving and identifying financial needs.Promotes mortgage products to clients.Develops loan referrals and repeat loan business.Job Duties and Responsibilities:.Calls on current affiliates, realtors, and builders to solicit mortgage loans.Netw

Small Business Banker or similar 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.

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 meeting those needs by proactively offering appropriate products, services, and guidance to achieve their financial goals. Regions' m

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.

They as looking for an experienced Private Banker.

Our client, a prestigious international financial institution, is seeking a Private Banker to join their team in Miami.

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

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 meeting those needs by proactively offering appropriate products, services, and guidance to achieve their financial goals.

Job DescriptionABOUT BCIBci provides financial services to individuals and corporations. We focus on being a global leader in innovations and personalized client experience and, with more than 10,500 employees, Bci is recognized as one of the best companies in which to work and develop a career. It is the third largest privately owned bank in Chile and it has more than 300 branch offices throughout Chile and representative offices in other countries. Bci is an Equal Opportunity Employer - All qualified applicants will receive consideration without regard to race, color, religion, gender, national origin, age, disability, veteran status, or any other factor determined to be unlawful under applicable law. JOB SUMMARY The VP Private banker is responsible for bringing his/her existing book, growing and maintaining it. Expected to use cross-sell Credit and investment products to clients whilst maintaining very high client satisfaction. The person is expected to uphold all compliance standards whilst also ensuring all rules and regulations applicable are upheld. DUTIES OF THE POSITION The duties of the position include, but are not limited to, the following: Relationship Management * Develop a base of prospective clients through referrals and expand market share. * Abilities to cultivate new business from High Net Worth and Ultra High Net Worth clients, activities which can be performed through referrals and through your own network and by actively approaching potential clients. * Actively engage in contact with counterparties, primarily based in LATAM (Chile, Peru, Colombia, Central America), through phone calls, in person meetings and email to improve our understanding of customers’ needs and position BCI Miami Branch/ BCI Securities to deliver products that meet those needs. * Identify risk management factors (Credit, operational, legal, etc.) on a timely basis. * Profiling the needs and identifying business opportunities. * Build relationships with clients and families and cross generations to be able to establish long term relationships. Product Management and Financial Advisory * Develop and implement sales strategies and the subsequent servicing of UHNW customers and quality management of standard banking products and services. * Understand and identify credit needs which can range from Advisory Lending, Securities Based Lending, Retail Lending, and investment needs (liquidity, cash management) of current and potential Private Banking clients and offer banking solutions as part of an integrated Wealth Management client team. Risk Management • Participate in internal committees., • Demonstrate an understanding of bank policies and procedures, particularly about risk management while maintaining compliance with relevant legal and regulatory requirements in order to demonstrate consideration to the firm’s reputation., • Conduct analyses of and document clients credit worthiness, ensuring that all credit proposals fairly assess the risks inherent in a proposed transaction to make well-supported recommendations., • Identification and development of credit opportunities, especially credit transactions involving term loans, Residential and Commercial Real estate and specialty loans. • Collect, analyze and present all relevant information to understand the market, the participants, competition, opportunities and risks., • BSA / Radar review and front office approvals., • Develop and maintain a high degree of understanding regarding bank policies and procedures, as well as all legal and regulatory requirements for the US and Chile or LATAM markets, particularly with regard to the clients’ product suite, • Stay current with industry and regulatory standards and best practices as needed via seminars, industry events, training, certifications, and or licenses as needed., • Must maintain courteous, professional, and effective internal and external working relationships, • Must provide timely and appropriate responses to requests for information and/or customer complaints or concerns and provide appropriate follow-up to ensure issues are resolved., • Must receive and provide clear, constructive feedback in a cooperative and professional manner, • Ability to understand, speak, read and write English and Spanish, • Effectively speaking before groups of customers or employees, • Assume evolving duties and responsibilities of position Work all hours required to fulfill job duties and responsibilities (including, weekends, evenings and holidays as needed), • Travel as required, • Perform additional duties and responsibilities as assigned by management, • Must have the ability to effectively deal with changing situation, in addition to recognizing, identifying and interpreting a variety of work such as instructions, forms, and reports, • Ability to work and apply mathematical concepts to be able to get the assigned work completed, • Required knowledge of regularly operating a computer and other office productivity machinery, such as a calculator, copy machine, and computer printer, • Must be able to work under pressure and meet deadlines, while maintaining a positive attitude and providing best-in-class client service, • Excellent verbal and written communication skills, including ability to effectively communicate with internal and external client, • Must have the ability to work independently and to carry out assignments to completion within parameters of instructions given, prescribed routines, and standard accepted practice, • Ability to carry and lift boxes and objects that may weigh between 10 and 25 pounds. PRE-HIRE REQUIREMENTS FOR THIS POSITION: COMPUTER: Ability to operate IBM compatible personal computers; Intermediate - expert fluency with Microsoft Word, Microsoft Excel, Microsoft PowerPoint and Bloomberg Screen access and other banking applications. EDUCATION: Bachelor’s degree, MBA preferred, or combination of equivalent experience. CERTIFICATIONS/LICENSES: Series 7 & Series 66 (63 & 65) EXPERIENCE: • At least (7+) or more years of experience a must. Positive, goal and team oriented, poised, tactful, independent, self-starter, detail oriented, thinks outside the box., • Needs to have a valid driver’s license and must have the ability to independently visit clients., • External client interaction (meetings, networking etc.), sales activities, accomplishment of goals, accuracy and regulatory compliance are critical functions of this job.

Job Description Location: Flexibility within the United States JOB SUMMARY: The Small Business Administration (SBA) Banker III is responsible for leading business development with a primary focus on SBA lending while maintaining market leadership presence in the local community. The SBA Banker is responsible for soliciting and servicing prospective clients producing SBA 7a and 504 as well as generating and managing a portfolio of business and corresponding relationships, while seeking new accounts through calling efforts, marketing, and referrals. Consistently gains the confidence and trust of others through honesty, integrity, and authenticity. ESSENTIAL DUTIES AND RESPONSIBILITIES: Business Development • Quickly establish a consistent SBA business development cadence in the marketplace which includes but is not limited to:, • Call Planning and Follow-Up, • Client Retention Calls, • New Client Prospecting, • Outbound Telephone Calling Efforts, • Networking Events, • Maintain and expand a mature Center of Influence (COI) base of community and business leaders, leveraging them to gain additional business through referrals., • Responsible for sales, credit analysis, proper loan structuring (SBA loan packaging and submission), client interviewing and perceptive character judgment., • Complete understanding of all business credit facilities including, but not limited to:, • Structuring proper terms and product based on business need, useful life and business growth., • Basic understanding of business and personal financial statements and tax returns to identify credit worthiness and identifying risk potential., • Ability to identify short- and long-term credit facility needs based on business sales cycle, type of business, growth plans, and business strategy., • Educates prospective clients about the Bank’s underwriting guidelines, SBA programs and all applicable government regulations., • Coordinates with attorney, loan closer and other involved staff to assure timely loan closing and funding activities., • Able to balance business needs with customer requests while managing potential risk to the bank., • Adheres to Seacoast Bank’s Code of Conduct., • Acts as a mentor to junior level SBA Lenders within Seacoast Bank., • High School Diploma or equivalent required., • College degree in a financial related discipline preferred., • 5+ years of directly related SBA experience preferred., • 10+ years in business development and/or financial services experience required., • Demonstrate excellent communication (written and verbal) and interpersonal skills., • PC Proficiency in Desktop, Laptop, Tablet, and Smartphone devices as well as Microsoft Office Suite software. The Statements above are intended to describe the general nature and level of work being performed by people assigned to this position. They are not intended to be an exhaustive list of responsibilities, duties, and skills. Because these statements are general, the job description is used for a variety of purposes including job evaluations; performance reviews; recruitment; etc. All Associates are required to adhere to the highest legal and ethical standards applicable to our industry. It is the policy of Seacoast Bank that all Associates will be familiar and compliant with all regulatory, legal, ethical and Bank risk mitigation requirements pertaining to both our industry and their individual roles. This includes the on time, successful completion of annual required training post-hire and effective execution of role responsibilities. #LI-PF1

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

Commercial Real Estate lending experience and/or training; or equivalent combination of education and experience. Examine, evaluate, authorize, or recommend approval of customer applications for commercial loans, and effectively manage a commercial loan portfolio by performing the following duties.

Work with the team of Originating Bankers to gather all project related documentation, prepare credit committee pitch packages, Letters of Interest, and Term Sheets. As a Community Development Banking Senior Associate within our Commercial Real Estate team, your initial responsibility will be to pro

As a Community Development Banking Senior Associate within our Commercial Real Estate team, your initial responsibility will be to provide support and assistance in the underwriting and approval process for acquisition, construction, and/or permanent loans sourced by senior banker colleagues. You wi

The Commercial Banker III is responsible for attainment of deposit and loan growth objectives, services an extensive, complex customer portfolio and market.

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

Provides lending services to the real estate community by serving and identifying financial needs.Promotes mortgage products to clients.Develops loan referrals and repeat loan business.Job Duties and Responsibilities:.Calls on current affiliates, realtors, and builders to solicit mortgage loans.Netw

The Universal Banker is an entry level position responsible for the assistance in the execution of sales, products or service activities in coordination with the customer service team.The overall objective of this role is to foster relations with customers to build loyalty and to help increase sales

Keeps abreast of changing business trends that impact the Personal and Business Banking area and translates those trends into business opportunities. Responsible for growing the profitability of the small business client base. Prospects and acquires new priority small businesses.

Provides lending services to the real estate community by serving and identifying financial needs.Promotes mortgage products to clients.Develops loan referrals and repeat loan business.Job Duties and Responsibilities:.Calls on current affiliates, realtors, and builders to solicit mortgage loans.Netw

The Consumer Direct Mortgage Banker is responsible for mortgage loan production through channels directed by the Residential Director of Sales. Consumer Direct Mortgage Banker.

The Senior Growth Consultant, Coldwell Banker is responsible for driving growth and brand engagement strategies on behalf of and in partnership with Coldwell Banker franchisees within a defined territory (the "Book of Business"). Home to some of the most recognized brands in real estate Better Homes

Our history spans over 200 years and today we are a leader in investment banking, consumer and small business banking, commercial banking, financial transaction processing and asset management. As a Program Banker Analyst in the U. Private Bank, you will work on an integrated team with our bankers,

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

Emerging Middle Market bankers generally focus on companies with annual revenues ranging from $20 million to $100 million. Sign in to set job alerts for “Commercial Banker” roles. Commercial Banker - Emerging Middle Market - Vice President.

The Associate Banker is a strategic professional who stays abreast of developments within own field and contributes to directional strategy by considering their application in own job and the business. Provide day to day support to Banker on documentation such as account opening and closing, loan di

Series 7, 66 licenses required for position; unlicensed candidates considered, but required to obtain licenses within 90 days of start date.

The two-year Analyst Program provides exposure to our multiple business areas within the Private Bank including but not limited to credit and lending, multi-asset class investments, wealth advisory and estate planning. As a Program Banker Analyst in the U. Private Bank, you will work on an integrate

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

Series 7, 66 and Insurance licenses required for position; unlicensed candidates considered, but required to obtain licenses within 90 days of start date.

Support the Senior Banker on client hierarchy and pipeline management. Assist the Senior Banker in the sale of investments, banking and trust services including, but not limited to: asset allocation on structured portfolios, managed portfolios, brokerage accounts, portfolio reviews, deposit and loan

The Small Business Administration (SBA) Banker III is responsible for leading business development with a primary focus on SBA lending while maintaining market leadership presence in the local community. The SBA Banker is responsible for soliciting and servicing prospective clients producing SBA 7a