Job Description
A
Commercial Banking Manager
Accenture
West Miami, FL, United States
via Adzuna
16 hours ago
Full–time
Teller
First Horizon Bank
Miami Lakes, FL, United States
via Indeed
6 hours ago
Full–time
Treasury Management Sales Officer - Treasury Management
WesBanco
Fort Lauderdale, FL, United States
via LinkedIn
23 hours ago
Full–time
C
Wealth Management Officer
City National Bank
Miami, FL, United States
via Jobs For Stevenage Fans
15 hours ago
Full–time
B
Market Leader-BM1
BankUnited
Miami, FL, United States
via Jobsora
10 hours ago
Full–time
B
Merrill Experienced Financial Advisor - Full-time
Bank of America
Miami, FL, United States
via Snagajob
6 hours ago
Full–time
R
Private Wealth Management Wealth Advisor - CPWA, CFP, CFA - Full-time
Regions Bank
Coral Gables, FL, United States
via Snagajob
23 hours ago
Full–time
Institutional Cash and Trade (ICT) Junior Sales Representative - LATAM - Assistant Vice President
Deutsche Bank
Miami, FL, United States
via Digitalhire
6 hours ago
Full–time
Securities Based Lending International Document Specialist- AVP
Morgan Stanley
Coral Gables, FL, United States
via LinkedIn
7 hours ago
Full–time
No more jobs match your exact search. Try changing your terms or filters.
India
Alwar, Rajasthan - Based on your past activity
Update location
Dark theme: on
Help
Feedback
Privacy
Terms
WesBanco
Treasury Management Sales Officer - Treasury Management
WesBanco · Fort Lauderdale, FL, United States · via LinkedIn
1 day ago
Full–time
Apply on LinkedIn
Apply directly on ZipRecruiter
Apply directly on Recruit.net
Apply directly on Trabajo.org
Job description
This position is 100% in office. The employee will work full time in an office in a designated WesBanco location. Consideration for location will be Fort Lauderdale LPO, Fort Lauderdale, FL.
,
Summary
Responsible for the sales, marketing and support of WesBanco’s Treasury Management products and services. Works in conjunction with the Commercial Lender teams to ensure delivery of treasury products to commercial credit based larger, more complex business customers and prospects. Analyzes the profitability of new business opportunities. Manages relationships with internal and external clients. Internal clients are developed as primary lead sources. Relies on experience and judgment to plan and accomplish goals. Provides timely and accurate reporting of required sales and business development reports.
Customer Service Skills
Willingness to provide a level of service which will clearly differentiate us from our competitors.
Interpersonal Skills
Professional demeanor in appearance, interpersonal relations, work ethic and attitude.
Possess clear, concise, effective written and oral communication skills to effectively express thoughts, ideas and concepts to management, bank employees and bank customers in a collaborative and solutions oriented manner.
ESSENTIAL DUTIES AND RESPONSIBILITIES: (include the following, other duties may be assigned)
Contacts prospective commercial customers in order to develop new treasury management business.
Meets periodically via phone, online meetings or on site with existing and prospective customers to ensure proper servicing of accounts and to expand existing business relationships.
Prepares sales presentations, explains services offered, and recommends those services which would be of value to the customer.
Meets assigned goals as established annually for fee income or deposit generation.
Ensures other company officers are aware of the company's treasury management sales activities and assists in promoting the company's treasury management sales program; works in conjunction with Commercial officers to promote the company's treasury management program.
Assists in the design and proper installation of treasury management services.
Assists management in the development of new services, modification of existing services, development of marketing strategy and establishment of sales objectives.
Works with TM support team to ensure accurate and proper billing through account analysis system.
Establishes proper legal documentation for all Treasury Management products.
In conjunction with Treasury Management Support and Onboarding, may assist in training and developing all commercial team members on Treasury Management products and pricing.
Resolves complex customer issues and communicates with clients and/or the appropriate commercial banking professionals.
Ensures the safety and soundness of TM functions or customer activity based upon the bank's risk management policy and procedures.
Other duties as assigned.
Other Requirements
Banking is a highly regulated industry and you will be expected to acquire and maintain a proficiency in the Bank's policies and procedures, and adhere to all laws, rules and regulations that are applicable to your conduct and the work you will be performing. You will also be expected to complete all assigned compliance training in a timely manner.
Dedicated to meeting the expectations and requirements of internal and external customers. Communicates with the client to establish and maintain effective relationships with clients.
Ability to interact effectively across all levels of the organization, including senior management, commercial lending and branch network, and other departments.
Ability to accurately follow instructions, multi-task, listen attentively.
Detail oriented with good organizational skills.
Able to work independently.
Ability to prioritize and meet deadlines.
Excellent verbal, written and presentation skills.
Ability to identify, define, analyze and solve problems. Follows through with problem until resolved.
Team player with a positive outlook.
Minimal travel may be required to meet with clients.
Must display demonstrated knowledge of Word, Excel, Outlook and PowerPoint.
Must be comfortable working with online systems and connecting remotely with customers via Webex or similar software.
,
4 year degree and/or four years of related banking experience or equivalent combination of both.
Minimum of four years of experience in either Retail or Commercial Banking required, with outside sales calling goals is preferred.
Strong knowledge of payment systems, depository products, and operational delivery required.
Report this listing
WesBanco
Indeed
3.3/5
186 reviews
Glassdoor
3.5/5
227 reviews
Payscale
3.6/5
33 reviews
wesbanco.com
More jobs at WesBanco
See web results for WesBanco
C
City National Bank
Wealth Management Officer
City National Bank · Miami, FL, United States · via Jobs For Stevenage Fans
19 hours ago
Full–time
Apply on Jobs For Stevenage Fans
Apply on SaluteMyJob
Apply on Edinburgh City FC
Apply on Aspire Media Group Jobs
Apply on FOX8 Jobs
Apply on Hire The Better
Apply on Positions For Col U Fans
Apply on TopEastCoastCareers
Job description
Are you ready to take your expertise in financial solutions to the next level? As a Wealth Management Officer, you'll be integral in crafting lasting relationships with high-net-worth clients, including attorneys, CPAs, physicians, and entrepreneurs. Your role will be vital in driving business growth through new loans and deposit relationships, as well as cross-selling bank products. If you possess strong lending skills and a commitment to delivering exceptional service, we want to hear from you.
Your Responsibilities:
• Build Relationships: Develop and nurture a portfolio of affluent clients by establishing new connections and enhancing existing relationships.
• Drive Results: Achieve individual sales and retention targets by increasing loans, deposits, and effectively cross-selling products such as Treasury Management Services.
• Deliver Solutions: Structure, negotiate, and finalize complex loan transactions ensuring a deposit component is integral to each new relationship.
• Provide Exceptional Service: Respond swiftly to client inquiries, ensuring personalized service that fulfills their unique financial requirements.
• Collaborate: Work alongside internal teams such as Risk Officers, Treasury Management, and Client Services to create a seamless client experience.
• Manage Risk: Undertake the review and underwriting of loan requests, maintain portfolio quality, and preemptively address potential risks to ensure compliance.
• Engage in the Community: Represent the bank at various social functions and business development events, enhancing the visibility and clientele of the Private Client Group.
What We Seek:
• Experience: 8-10 years in lending, showcasing a proven ability to foster new loans and deposit business, with formal credit training preferred.
• Skills: Exceptional relationship management, sales, and marketing abilities, along with a talent for structuring and negotiating intricate loan agreements.
• Education: A Bachelor's degree in Business, Finance, or a related discipline is required; a Master's degree is preferred.
• Client Focus: A dedication to providing the highest level of client service, characterized by prompt and effective responses to client needs.
• Knowledge: A solid understanding of financial products, credit policies, and the private banking landscape.
City National Bank of Florida provides equal employment opportunities to all applicants. We do not discriminate based on race, color, religion, sex, pregnancy, national origin, age, disability, genetic information, or protected veteran status, and are committed to compliance with the Americans with Disabilities Act (ADA) and applicable Florida laws. Qualified individuals with disabilities who need reasonable accommodations for the online application process or during hiring may contact our Human Resources Talent Attraction Department.
Report this listing
City National Bank
Glassdoor
3.2/5
880 reviews
Indeed
3.6/5
269 reviews
Comparably
3.4/5
10 reviews
cnb.com
More jobs at City National Bank
See web results for City National Bank
B
BankUnited
Market Leader-BM1
BankUnited · Miami, FL, United States · via Jobsora
14 hours ago
Full–time
Apply on Jobsora
Job description
SUMMARY: Manages assigned branches (1- 3) by performing the following duties personally or through direct reports. Reinforces behaviors through coaching and modeling of expected sales and service behaviors, customer service standards, operational integrity, and actual branch performance. Meets or exceeds individual and branch sales goals. Approximately 70% of time is spent in business acquisition mode.
ESSENTIAL DUTIES AND RESPONSIBILITIES include the following. Other duties and special projects may be assigned.
• Ensures the branch meets and exceeds established sales and revenue goals and credit quality standards through personal production and activity management, while minimizing expenses.
• Creates vision of the activities of a Branch, involving full responsibility and accountability for budget, personnel and goal-achievement.
• Meets and exceeds personal production goals for credit, deposit, and fee income categories and ensures that assigned branches meet or exceed assigned production goals.
• Develops plans for the expansion and management of business and consumer account relationships within a branch.
• Delivers business plan growth and income objectives.
• Manages, coaches and supports branch employees on developing, managing and growing profitable customer relationships to support these efforts.
• Identifies customers with additional profit potential and develop action plans to expand these relationships.
Commercial Banking Manager
Accenture
West Miami, FL, United States
via Adzuna
16 hours ago
Full–time
Teller
First Horizon Bank
Miami Lakes, FL, United States
via Indeed
6 hours ago
Full–time
Treasury Management Sales Officer - Treasury Management
WesBanco
Fort Lauderdale, FL, United States
via LinkedIn
23 hours ago
Full–time
C
Wealth Management Officer
City National Bank
Miami, FL, United States
via Jobs For Stevenage Fans
15 hours ago
Full–time
B
Market Leader-BM1
BankUnited
Miami, FL, United States
via Jobsora
10 hours ago
Full–time
B
Merrill Experienced Financial Advisor - Full-time
Bank of America
Miami, FL, United States
via Snagajob
6 hours ago
Full–time
R
Private Wealth Management Wealth Advisor - CPWA, CFP, CFA - Full-time
Regions Bank
Coral Gables, FL, United States
via Snagajob
23 hours ago
Full–time
Institutional Cash and Trade (ICT) Junior Sales Representative - LATAM - Assistant Vice President
Deutsche Bank
Miami, FL, United States
via Digitalhire
6 hours ago
Full–time
Securities Based Lending International Document Specialist- AVP
Morgan Stanley
Coral Gables, FL, United States
via LinkedIn
7 hours ago
Full–time
No more jobs match your exact search. Try changing your terms or filters.
India
Alwar, Rajasthan - Based on your past activity
Update location
Dark theme: on
Help
Feedback
Privacy
Terms
WesBanco
Treasury Management Sales Officer - Treasury Management
WesBanco · Fort Lauderdale, FL, United States · via LinkedIn
1 day ago
Full–time
Apply on LinkedIn
Apply directly on ZipRecruiter
Apply directly on Recruit.net
Apply directly on Trabajo.org
Job description
This position is 100% in office. The employee will work full time in an office in a designated WesBanco location. Consideration for location will be Fort Lauderdale LPO, Fort Lauderdale, FL.
,
Summary
Responsible for the sales, marketing and support of WesBanco’s Treasury Management products and services. Works in conjunction with the Commercial Lender teams to ensure delivery of treasury products to commercial credit based larger, more complex business customers and prospects. Analyzes the profitability of new business opportunities. Manages relationships with internal and external clients. Internal clients are developed as primary lead sources. Relies on experience and judgment to plan and accomplish goals. Provides timely and accurate reporting of required sales and business development reports.
Customer Service Skills
Willingness to provide a level of service which will clearly differentiate us from our competitors.
Interpersonal Skills
Professional demeanor in appearance, interpersonal relations, work ethic and attitude.
Possess clear, concise, effective written and oral communication skills to effectively express thoughts, ideas and concepts to management, bank employees and bank customers in a collaborative and solutions oriented manner.
ESSENTIAL DUTIES AND RESPONSIBILITIES: (include the following, other duties may be assigned)
Contacts prospective commercial customers in order to develop new treasury management business.
Meets periodically via phone, online meetings or on site with existing and prospective customers to ensure proper servicing of accounts and to expand existing business relationships.
Prepares sales presentations, explains services offered, and recommends those services which would be of value to the customer.
Meets assigned goals as established annually for fee income or deposit generation.
Ensures other company officers are aware of the company's treasury management sales activities and assists in promoting the company's treasury management sales program; works in conjunction with Commercial officers to promote the company's treasury management program.
Assists in the design and proper installation of treasury management services.
Assists management in the development of new services, modification of existing services, development of marketing strategy and establishment of sales objectives.
Works with TM support team to ensure accurate and proper billing through account analysis system.
Establishes proper legal documentation for all Treasury Management products.
In conjunction with Treasury Management Support and Onboarding, may assist in training and developing all commercial team members on Treasury Management products and pricing.
Resolves complex customer issues and communicates with clients and/or the appropriate commercial banking professionals.
Ensures the safety and soundness of TM functions or customer activity based upon the bank's risk management policy and procedures.
Other duties as assigned.
Other Requirements
Banking is a highly regulated industry and you will be expected to acquire and maintain a proficiency in the Bank's policies and procedures, and adhere to all laws, rules and regulations that are applicable to your conduct and the work you will be performing. You will also be expected to complete all assigned compliance training in a timely manner.
Dedicated to meeting the expectations and requirements of internal and external customers. Communicates with the client to establish and maintain effective relationships with clients.
Ability to interact effectively across all levels of the organization, including senior management, commercial lending and branch network, and other departments.
Ability to accurately follow instructions, multi-task, listen attentively.
Detail oriented with good organizational skills.
Able to work independently.
Ability to prioritize and meet deadlines.
Excellent verbal, written and presentation skills.
Ability to identify, define, analyze and solve problems. Follows through with problem until resolved.
Team player with a positive outlook.
Minimal travel may be required to meet with clients.
Must display demonstrated knowledge of Word, Excel, Outlook and PowerPoint.
Must be comfortable working with online systems and connecting remotely with customers via Webex or similar software.
,
4 year degree and/or four years of related banking experience or equivalent combination of both.
Minimum of four years of experience in either Retail or Commercial Banking required, with outside sales calling goals is preferred.
Strong knowledge of payment systems, depository products, and operational delivery required.
Report this listing
WesBanco
Indeed
3.3/5
186 reviews
Glassdoor
3.5/5
227 reviews
Payscale
3.6/5
33 reviews
wesbanco.com
More jobs at WesBanco
See web results for WesBanco
C
City National Bank
Wealth Management Officer
City National Bank · Miami, FL, United States · via Jobs For Stevenage Fans
19 hours ago
Full–time
Apply on Jobs For Stevenage Fans
Apply on SaluteMyJob
Apply on Edinburgh City FC
Apply on Aspire Media Group Jobs
Apply on FOX8 Jobs
Apply on Hire The Better
Apply on Positions For Col U Fans
Apply on TopEastCoastCareers
Job description
Are you ready to take your expertise in financial solutions to the next level? As a Wealth Management Officer, you'll be integral in crafting lasting relationships with high-net-worth clients, including attorneys, CPAs, physicians, and entrepreneurs. Your role will be vital in driving business growth through new loans and deposit relationships, as well as cross-selling bank products. If you possess strong lending skills and a commitment to delivering exceptional service, we want to hear from you.
Your Responsibilities:
• Build Relationships: Develop and nurture a portfolio of affluent clients by establishing new connections and enhancing existing relationships.
• Drive Results: Achieve individual sales and retention targets by increasing loans, deposits, and effectively cross-selling products such as Treasury Management Services.
• Deliver Solutions: Structure, negotiate, and finalize complex loan transactions ensuring a deposit component is integral to each new relationship.
• Provide Exceptional Service: Respond swiftly to client inquiries, ensuring personalized service that fulfills their unique financial requirements.
• Collaborate: Work alongside internal teams such as Risk Officers, Treasury Management, and Client Services to create a seamless client experience.
• Manage Risk: Undertake the review and underwriting of loan requests, maintain portfolio quality, and preemptively address potential risks to ensure compliance.
• Engage in the Community: Represent the bank at various social functions and business development events, enhancing the visibility and clientele of the Private Client Group.
What We Seek:
• Experience: 8-10 years in lending, showcasing a proven ability to foster new loans and deposit business, with formal credit training preferred.
• Skills: Exceptional relationship management, sales, and marketing abilities, along with a talent for structuring and negotiating intricate loan agreements.
• Education: A Bachelor's degree in Business, Finance, or a related discipline is required; a Master's degree is preferred.
• Client Focus: A dedication to providing the highest level of client service, characterized by prompt and effective responses to client needs.
• Knowledge: A solid understanding of financial products, credit policies, and the private banking landscape.
City National Bank of Florida provides equal employment opportunities to all applicants. We do not discriminate based on race, color, religion, sex, pregnancy, national origin, age, disability, genetic information, or protected veteran status, and are committed to compliance with the Americans with Disabilities Act (ADA) and applicable Florida laws. Qualified individuals with disabilities who need reasonable accommodations for the online application process or during hiring may contact our Human Resources Talent Attraction Department.
Report this listing
City National Bank
Glassdoor
3.2/5
880 reviews
Indeed
3.6/5
269 reviews
Comparably
3.4/5
10 reviews
cnb.com
More jobs at City National Bank
See web results for City National Bank
B
BankUnited
Market Leader-BM1
BankUnited · Miami, FL, United States · via Jobsora
14 hours ago
Full–time
Apply on Jobsora
Job description
SUMMARY: Manages assigned branches (1- 3) by performing the following duties personally or through direct reports. Reinforces behaviors through coaching and modeling of expected sales and service behaviors, customer service standards, operational integrity, and actual branch performance. Meets or exceeds individual and branch sales goals. Approximately 70% of time is spent in business acquisition mode.
ESSENTIAL DUTIES AND RESPONSIBILITIES include the following. Other duties and special projects may be assigned.
• Ensures the branch meets and exceeds established sales and revenue goals and credit quality standards through personal production and activity management, while minimizing expenses.
• Creates vision of the activities of a Branch, involving full responsibility and accountability for budget, personnel and goal-achievement.
• Meets and exceeds personal production goals for credit, deposit, and fee income categories and ensures that assigned branches meet or exceed assigned production goals.
• Develops plans for the expansion and management of business and consumer account relationships within a branch.
• Delivers business plan growth and income objectives.
• Manages, coaches and supports branch employees on developing, managing and growing profitable customer relationships to support these efforts.
• Identifies customers with additional profit potential and develop action plans to expand these relationships.
💡 Quick Summary
Seeking a career-building opportunity? The Market Leader position is now open for candidates interested in the Bank Jobs sector. This role in Miami offers a professional environment and growth potential.
Requirement Snapshot: Candidates should possess basic communication skills, a proactive attitude, and the ability to work in a team. Experience in Bank Jobs is a plus.
