Private banker jobs in Miami, FloridaCreate job alerts

Location: Onsite at the location listed in the job posting. Hours: MONDAY - FRIDAY / 9:00 AM - 5:00 PM SUMMARY The Relationship Banker is a trusted advisor who engages clients in meaningful, consultative conversations to understand their financial goals and align on solutions that meet their needs. In this role, you will drive growth by actively promoting and selling the bank's products and services. This role emphasizes deepening client relationships through excellent service, personalized advice, and proactive sales while supporting the banking center's overall sales goals. This role performs the most complex assignments. ESSENTIAL DUTIES AND RESPONSIBILITIES Sales and Business Development • Proactive Sales Engagement: Engage clients in consultative conversations to understand financial priorities and recommend personalized banking solutions, with an emphasis on deposit accounts, loans and lines of credit, and referrals to other lines of business within the Bank. • Growth Focus: Actively identify and fulfill client deposit and borrowing needs, guiding clients through deposit and loan options, opening deposit accounts, and taking loan applications. • Client-Centric Financial Advice: Through a consultative approach, provide personalized financial advice that aligns with clients' short-and-long term goals. Utilize a deep understanding of the bank's products and services while sharing comprehensive, tailored advice that enhance client satisfaction and loyalty. • Referrals: Recognize opportunities to deepen relationships with additional products and services and make referrals to bank partners, including but not limited to mortgage, wealth, private client, and business banking. • Proactive Client Outreach: Conduct regular calls to clients and prospects to offer tailored financial solutions. • Sales Leadership: Support a high-performing culture by coaching associates on sales, referrals, products and services as needed. Client experience • Responsible for supporting the teller line to keep the customer wait time to a minimum (performs processing of financial transactions as needed). • Deliver excellent client experiences consistently and promptly resolve client issues effectively. • Enhance individual knowledge to better serve clients by attending relevant sales, service, and product knowledge meetings, training classes, and web-based learning. Compliance and risk management • Expected compliance with bank regulations, policies, procedures, risk management, internal controls, and the First Horizon code of ethics. Operational efficiency • Assist in conducting meetings to promote sales, product knowledge and customer service. Assist Banking Center Manager with training personnel. • Assist banking center management with "on the job training" of new associates. • Assist with dual control vault responsibilities and audit controls. • Stay informed of all operational updates and changes to ensure compliance with all current guidelines. • Perform all other job related duties as assigned. SUPERVISORY RESPONSIBILITIES No supervisory responsibilities QUALIFICATIONS To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The qualifications listed below are representative of the knowledge, skill, and/or ability required. • High school diploma or general education degree (GED) • 5+ years of experience COMPUTER AND OFFICE EQUIPMENT SKILLS Microsoft Office Suite, Salesforce CERTIFICATES, LICENSES, REGISTRATIONS (Ex: CPA, Series 6 or 7 license, etc) None required. NMLS Language As part of the employment process for this position, you will have to meet the requirements of a background credit check. This position requires compliance with the S.A.F.E Mortgage Licensing Act of 2008 and all related regulations. Ongoing employment is contingent upon meeting all such requirements. DeGarmo Behavioral Assessment Requirement All candidates must complete the DeGarmo Retail Behavioral Assessment to be considered for this position The assessment takes approximately 12-15 minutes to complete Assessment results must be submitted prior to having your application evaluated by Talent Acquisition About Us First Horizon Corporation is a leading regional financial services company, dedicated to helping our clients, communities and associates unlock their full potential with capital and counsel. Headquartered in Memphis, TN, the banking subsidiary First Horizon Bank operates in 12 states across the southern U.S. The Company and its subsidiaries offer commercial, private banking, consumer, small business, wealth and trust management, retail brokerage, capital markets, fixed income, and mortgage banking services. First Horizon has been recognized as one of the nation's best employers by Fortune and Forbes magazines and a Top 10 Most Reputable U.S. Bank. More information is available at . Benefit Highlights • Medical with wellness incentives, dental, and vision • HSA with company match • Maternity and parental leave • Tuition reimbursement • Mentor program • 401(k) with 6% match • More -- FirstHorizon.com/First-Horizon-National-Corporation/Careers/Our-Benefits Follow Us Facebook X formerly Twitter LinkedIn Instagram YouTube

Private Bankers are able to add value to clients by building and drawing upon a network of internal resources, often global, to achieve desired results. Successful Bankers are able to develop and adapt a disciplined sales process to convert a pipeline of prospects into target market clients. Citi Pr

Job DescriptionManaging Director – Large Corporate Banking / Senior Relationship Manager Location: Miami, FL Level: Managing Director or Senior Director Compensation: Competitive Base Salary + Significant Production Based Incentives Overview A well capitalized and growth oriented financial institution in South Florida is expanding its Large Corporate Banking platform and is seeking a senior revenue producing Managing Director to help lead that effort. This is a front office, production driven role focused on originating and managing relationships with large corporate clients requiring sophisticated credit and capital markets solutions. The institution is investing in balance sheet capacity and capital markets capabilities and is looking for a senior banker who can bring meaningful relationships and build a durable, repeatable revenue stream. The role is designed for a senior relationship manager who operates at the $100M to $500M+ transaction level and is comfortable advising C suite executives on complex financing structures. Role Focus The Managing Director will be responsible for developing and expanding relationships with large corporate clients across multiple industries. The banker will originate significant credit facilities and identify opportunities to deliver broader capital markets and treasury solutions. This is not a portfolio maintenance role. The expectation is new client acquisition, meaningful production, and consistent fee generation. Key Responsibilities • Originate senior secured and structured credit facilities in the $100M to $500M+ range, • Develop new relationships with CFOs, Treasurers, and senior finance executives, • Expand wallet share across existing relationships, • Identify and execute cross sell opportunities across treasury services, structured finance, and capital markets products, • Structure and negotiate complex credit transactions in partnership with credit and risk teams, • Drive loan growth, fee income, and long term client portfolio profitability, • Build a sustainable pipeline of large corporate opportunities, • 10+ years of large corporate banking or senior relationship management experience, • Demonstrated history of originating and closing $100M+ corporate credit facilities, • Established C suite relationships within large private or public corporations, • Proven record of annual revenue production and loan growth, • Strong understanding of capital structure, credit markets, and balance sheet lending, • Ability to operate independently and generate new business Compensation includes a competitive base salary with significant upside tied directly to individual production and portfolio performance. North Point Technology is THE BEST place to work for curious-minded engineers motivated to support our country's most crucial missions! We focus on long term projects, leveraging the latest technology in support of innovative solutions to solve our customer's most difficult problems. At North Point Technology, EMPLOYEES come first! We value our employees by providing excellent compensation, benefits, and a flexible work-life balance. We strive for a close-knit and open atmosphere where the owners are always directly available to our team members. Come join us! Apply with North Point Technology today! For positions requiring a federal security clearance, your clearance level must be clearly identified on your resume.

Job Description Job Title VP, Relationship Manager Functional Title Business Banker / Relationship Manager Banesco USA is seeking a VP, Relationship Manager for our Business & Professional unit. Primary Job Duties • Responsible for business development activities for the generation of deposits and loans for their portfolio while expanding the current and new client base., • Responsible for developing and growing the portfolio’s deposits, loans, fee income and referring new and existing customers to the appropriate lines of business for example, cash management, merchant services, etc., • Analyzes new and existing client account activities to determine cross-selling opportunities to expand and retain the clients’ business., • Participates in community and business functions/groups/associations to ensure a positive image for the bank within the region’s marketplace and establish referral contacts within the community., • Preforms a pre-qualification assessment and analysis of the financial condition and risk of the loan request within the framework of the Bank’s credit appetite., • Gathers and analyzes information necessary to present a financing request to Management and/or Loan Committee for approval; meeting with existing or potential clients, visiting sites of the loans, negotiating loan terms and conditions., • Coordinates the process of approved loans, ensuring loans are processed and closed according to agreement, client documentation are in the files, solves issues related to the processing and servicing of the loans and approves loan disbursements in accordance to the approved agreements., • Monitors the loan portfolio to ensure safety and soundness and takes the necessary actions to remedy any deficiencies or gathering missing documentation., • Captures the entire banking relationship in a holistic manner: deposit, loans and cash management., • Responsible for completing on a timely basis all requests from BSA, answering KYC, ECS and RFI’s on a timely basis., • Responsible for the administrative portion of the customer relationship reviewing NSF, overdraft, wire transfer, BSA requirements, etc., • Works in partnership with the branches., • Responsible for completing annual training program assigned., • Performs other functions and/or duties as assigned. Job Requirements • Education: Bachelor’s degree in Business Administration preferred or equivalent experience., • Experience: Three (3) to five (5) years of experience as a Business Banker or in Private Banking. Formal credit training preferred., • Advance computer skills including but not limited to proficiency in Microsoft Office (Word, Excel, Power Point, etc.), • Strong verbal and written communication skills, ability to communicate at all levels of the organization., • Strong attention to detail and accuracy and the ability to multi-task, with strong organization, time-management and prioritizing skills., • Strong customer service skills, selling and cross-selling techniques ensuring satisfaction of both internal and external customers., • Knowledge of related State and Federal banking compliance regulations and branch operational policies., • Strong problem solving and analytical skills make determination to providing customers with solutions., • Ability to work independently and take initiative in daily tasks ensuring assignments and goals are met on time. Benefits • Competitive salary plus variable compensation., • Paid Time-Off., • Hybrid work location., • Tuition reimbursement., • Paid parental leave., • Medical, Dental, Vision, • 401k, • Life Insurance, • Supplemental Insurances, • Short-Term & Long-Term Disability Benefits, • On-Site Cafeteria., • Free parking. About Us Banesco USA is part of Banesco International, a worldwide group of financial institutions with presence in 14 countries. As a corporation in continuous evolution, we promote the ongoing professional and personal development of our employees, by embracing challenges and adapting to the changing environment of today’s world. We aim to develop integral human beings, committed to making a difference at the workplace and out in the world. Our actions are rooted in our Values: Reliability, Responsibility, Quality and Innovation. We believe that we all have the same ability to transform our daily tasks into significant contributions, and therefore, Leave Our Mark. At Banesco USA, one of our most valued assets is our enthusiastic team, which strives every day to create a world-class organization in an ever-changing world. Together, our team has made us a market leader and we invite you to join us.

As a Private Banker in the Latin America Private Bank, you are responsible for advising families on building, preserving and managing their wealth. Six plus years of work experience prospecting, acquiring, and developing private banking/wealth management relationships with ultra-high net worth indiv

As a Private Banker Associate in the International Private Bank, you are responsible for providing support to a Senior Banker in all facets of managing their books of business. Provide leverage to the Senior Banker on daily client priorities. Support the Senior Banker during the sales process and on

We are seeking a highly motivated and experienced Senior Private Banker to join our growing team.

Six plus years of work experience in Private Banking or Financial Services. Manage and maintain relationships with clients by earning trust, thoroughly understanding client needs, providing targeted advice, developing thoughtful solutions and delivering an exceptional client experience.

Private Bank, you are responsible for advising families on building, preserving and managing their wealth. Six plus years of work experience in Private Banking or Financial Services. Experience with and in-depth knowledge of the equity and fixed income markets and alternative investments, including

As Sr Design Manager, you’ll lead a team of designers and writers crafting this experience — shaping how customers interact with our AI advisor, how trust is earned, and how complex insights become simple, actionable, and human. Lead and inspire a multidisciplinary team of product designers and

Support the expansion of the private banking business by generating and following up on leads with existing and prospective clients, and assessing & delivering on their overall banking, investment, and wealth planning needs. Demonstrated knowledge of private banking investments, products and service

Our client, a prestigious international financial institution, is seeking a Private Banker to join their team in Miami. The ideal candidate will have a strong track record in private banking, with experience in business development and relationship management within the Latin American market. Minimu

As a Private Banker Associate in the International Private Bank, you are responsible for providing support to a Senior Banker in all facets of managing their books of business. You will play a key role assisting a Senior Banker in new client acquisition and retention through a broad knowledge of inv

Our client is a European bank with a presence in 11 countries where it offers specialized services in the management of large fortunes.Location: Miami, Florida, United States.Develop and maintain relationships with existing and prospective clients.Provide comprehensive financial planning and investm

Private Bankers at Citi develop and deepen client relationships in order to thoroughly understand the client situation and utilize that knowledge to develop tailored wealth management strategies. Private Bankers are able to add value to clients by building and drawing upon a network of internal reso

As a Private Banker in the International Private Bank, you are responsible for advising families on building, preserving and managing their wealth. Morgan Asset & Wealth Management delivers industry-leading investment management and private banking solutions. Morgan's International Private Bank.

As a Private Banker in the Latin America Private Bank, you are responsible for advising families on building, preserving and managing their wealth. Private Banker In Latin America Private Bank. Eight plus years of work experience prospecting, acquiring, and developing private banking/wealth manageme

As a Private Banker in the International Private Bank, you are responsible for advising families on building, preserving and managing their wealth. Morgan's International Private Bank. Eight plus years of work experience prospecting, acquiring, and developing private banking/wealth management relati

A leading global financial services firm is seeking a Private Banker for its Latin America Private Bank in Miami, FL. Candidates should have over six years of experience in private banking, strong Spanish fluency, and relevant licenses.

As a Private Banker, you are responsible for advising families on building, preserving and managing their wealth. Six plus years of work experience in Private Banking or Financial Services. Experience with and in-depth knowledge of the equity and fixed income markets and alternative investments, inc

Manage and maintain relationships with clients by earning trust, thoroughly understanding client needs, providing targeted advice, developing thoughtful solutions and delivering an exceptional client experience. Six plus years of work experience in Private Banking or Financial Services.

Private Bank, you are responsible for advising families on building, preserving and managing their wealth. Six plus years of work experience in Private Banking or Financial Services. Experience with and in-depth knowledge of the equity and fixed income markets and alternative investments, including

Private Bank, you are responsible for advising families on building, preserving and managing their wealth. Six plus years of work experience in Private Banking or Financial Services. Experience with and in-depth knowledge of the equity and fixed income markets and alternative investments, including

As a Private Banker Associate in the International Private Bank, you are responsible for providing support to a Senior Banker in all facets of managing their books of business. Provide leverage to the Senior Banker on daily client priorities. Support the Senior Banker during the sales process and on

Re-engage with clients though proactive outreach, marketing follow up and CRM data to introduce the Private Bank and refer opportunities to Bankers in local coverage markets. National Client Bankers are responsible for a large book of clients and work in a fast paced environment. Three plus years of

Private Client Banker In Branch Banking. As a private client banker in branch banking, you are the main point of contact for a select group of Chase's affluent clients as well as other customers in the branch. Partners with specialists (private client advisors, mortgage bankers and business relation

Job Description ABOUT BCI Bci 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 Private banker is responsible for growing and maintain existing book. Expected to cross-sell Credit and investment products to clients whilst maintaining a very high client satisfaction. The person is expected to uphold all compliance standards whilst also ensure 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 * Abilities to acquire High Net Worth and Ultra High Net Worth clients, activities which can be performed through referrals, through your own network and by actively approaching potential clients. * Actively engage in contact with customers and counterparties, primarily based in Chile, through phone calls, face to face 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 * Follow up and track respective approvals from Head Office Credit Origination * 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 * Analyze and document clients credit worthiness for presentation to local and/or Head Office credit committees ensuring that all credit proposals fairly assess the risks inherent in a proposed transaction to make well-supported recommendations Other responsibilities * 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 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 practices * 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 in Business, Finance or related field or MBA preferred. CERTIFICATIONS/LICENSES: Series 7 & Series 66 (63 & 65) EXPERIENCE: At least (10+) 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 ABOUT BCI Bci 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 International Banker & Wealth Advisor is responsible for managing a profitable client relationship portfolio (AUM’s and ROA) and achieving business results through strategic sales development. The International Banker & Wealth Advisor targets existing and future wealthy clients in Latin America to increase profitability and diversify revenue sources, managing a portfolio of approximately 250 individuals with medium complexity needs and an average of $50,000,000.00 in assets under administration. This position requires close collaboration with Wealth Management, Personal Banking Chile, Commercial Banking, and Preferencial Internacional Chile to meet Bci Plan Internacional goals and ensure continuous compliance with banking laws and regulations for regulatory excellence. DUTIES OF THE POSITION The duties of the position include, but are not limited to, the following: * Prepare and manage Marketing and Sales Plan of customer portfolio assigned. * Meet goals in conjunction with Department goals. * Dual responsibility between the Bci Bank and Securities; NASD Registered with Series 7 and future 66 licenses as a Wealth Manager Advisor (WMA or FA) . * Provide training and coaching to Client Service Associates (CSAs). * Provide Trading support for the team. * Lead the strategic expansion of existing customer relationships across regional offices (Chile, Peru, and Colombia) and the Miami Office * Serve as a liaison and business partner with the Relationship Managers of Bci Chile across Bci Chile (Banca Preferencial, Private Bank, Premier Banking, GIC, BAM) and Bci Securities * Develop and deliver innovative wealth management financial advice and solutions to clients in collaboration with the Investment Team. * Identify and proactively address key investment needs of assigned clients and their businesses, leveraging banking products to bring net new assets. * Establish, promote, and maintain a robust pipeline of opportunities to achieve the Team’s annual AUM and revenue goals * Manage and ensure the timely resolution of all client inquiries, complaints, and service issues (internal and external) * Focus on the achievement of continuous self-improvement and respond effectively to changing circumstances. * Maintain a focus on asset quality, drive cost-efficient practices, and ensure strict adherence to all sound bank regulatory practices, including BSA/Compliance policies, Risk Management policies, and NASD Best Practices, as well as the policies and procedures of the Bank and BCI Securities. * Present investment proposals, review existing investment portfolios while maintaining clients in line with their suitability/risk appetite. * Evaluate the performance and asset allocation of existing portfolios and make necessary adjustments. * Manage client needs, service, trades, problem resolution, process issues and respond to client's inquiries. * Attend financial advisor meetings and continuing education sessions to stay current about products, services and policies. * Travel if required. * Follow the Bank’s and Dept’s policies and procedures as well as the ones of BCI Securities. OTHER REQUIREMENTS * Work all hours required to fulfill job duties and responsibilities (including weekends, evenings and holidays as needed) * Maintain regular and predictable attendance and work the hours and/or shifts assigned, particularly during regular business hours, to communicate with colleagues, supervisors, and customers with whom interaction is required to accomplish and complete work assignments and meet company goals within established deadlines. * Maintain courteous, professional and effective internal and external working relationships. * 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 * Provide coverage for other positions as requested * Ability to carry and lift boxes and objects that may weigh between 10 and 25 pounds. * Perform additional duties and responsibilities as assigned by management COMPLIANCE RESPONSIBILITIES In the performance of their duties, all Bci - Miami Branch staff members are required to comply with all state and federal regulatory and legal requirements, including the Bank Secrecy Act, the Federal Election Campaign Act of 1979, the Foreign Corrupt Practices Act, and the Bank Bribery Amendments Act. Additionally, all staff members must comply with in the Bci’s Personnel Manual and Code of Ethics and other policies of Bci which are either currently in place, or which may become effective during the staff member’s employment. 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 in a related field or equivalent combination of coursework and work experience. CERTIFICATIONS/LICENSES: Required licenses, Series 7 & 66 (or 63/65), maintain licenses current and in good standing. EXPERIENCE: At least 2 years of investment experience in International Wealth Management and knowledge in Investments and Bank Products.

The Everglades Foundation seeks an accomplished, strategic, and entrepreneurial advancement leader to serve as its next Vice President of Development.This executive will build upon a period of exceptional fundraising momentum—having exceeded annual fundraising goals for each of the past five years