Job Description
C
Senior Commercial Banker. Job in Miami Move Collective Jobs
City National Bank
Miami, FL, United States
via Move Collective Jobs
22 hours ago
Full–time
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Wealth Management Officer
City National Bank
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via Jobs For Stevenage Fans
15 hours ago
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Merrill Experienced Financial Advisor - Full-time
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via Snagajob
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Private Wealth Management Wealth Advisor - CPWA, CFP, CFA - Full-time
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Coral Gables, FL, United States
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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
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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.
• Maintains an understanding of all current financial products, policies, procedures and regulations.
• Ensures overall compliance and operational risk controls in accordance with bank and/or regulatory standards and policies.
• Adheres to all current policies, procedures, and audit requirements. Maintains prescribed security controls and compliance with current regulatory legislation in order to protect the branch against criminal and fraudulent operations and unnecessary risk or exposure.
• Develops programs and reward systems to increase morale, develop employees, etc. in order to assist in reducing turnover.
• Develops new business and expand existing business through business and consumer customer contact meetings.
• Develops collaborative partnerships with other business lines within the bank.
• Represents the Bank in the community in manner which maintains and expands friendly relationships with individuals, business persons, civic organizations, service clubs, etc. Encourages subordinates to participate as well. Reports respective involvement to the Bank's CRA Officer on a periodic basis.
• Adheres to and complies with applicable, federal and state laws, regulations and guidance, including those related to anti-money laundering (i.e. Bank Secrecy Act, US PATRIOT Act, etc.).
• Adheres to Bank policies and procedures and completes required training.
• Identifies and reports suspicious activity.
SUPERVISORY RESPONSIBILITIES
• Supervises function, projects or services and/or one or more employees, as applicable.
• Carries out supervisory responsibilities in accordance with the organization's policies and applicable laws.
• Responsibilities include interviewing, hiring, and training employees; planning, assigning, and directing work; appraising performance coaching; rewarding and disciplining employees; addressing complaints and resolving problems.
EDUCATION
Bachelor's Degree preferred And
EXPERIENCE
• 5+ years related management/supervisory and/or sales experience required
• An approved combination of education and industry related experience equivalent to the aforementioned requirements
CERTIFICATES, LICENSES, REGISTRATIONS
• DL NUMBER - Driver License, Valid and in State required
Please be advised that new hires will be required to attend a two-week Retail Training Class from 9am -- 5pm in either Miami Lakes or Boynton Beach. The Company may reimburse for mileage exceeding the distance of an employee's daily commute to his/her primary office for training. Additionally, for those traveling more than 60 miles each way may inquire about the details of hotel reimbursement.
Report this listing
BankUnited
Glassdoor
3.7/5
296 reviews
Indeed
3.5/5
223 reviews
Comparably
3.7/5
36 reviews
bankunited.com
More jobs at BankUnited
See web results for BankUnited
B
Bank of America
Merrill Experienced Financial Advisor - Full-time
Bank of America · Miami, FL, United States · via Snagajob
11 hours ago
Full–time
Apply on Snagajob
Job description
Merrill Experienced Financial Advisor
Honolulu, Hawaii;North Bethesda, Maryland; Los Angeles, California; New York, New York; Frisco, Texas; New York, New York; Farmington Hills, Michigan; Leawood, Kansas; Scottsdale, Arizona; Cincinnati, Ohio; Jacksonville, Florida; Raleigh, North Carolina; Bellevue, Washington; Salt Lake City, Utah; Wichita, Kansas; Pepper Pike, Ohio; Milwaukee, Wisconsin; El Paso, Texas; Atlanta, Georgia; Austin, Texas; Fort Worth, Texas; Worcester, Massachusetts; The Woodlands, Texas; Peoria, Illinois; Houston, Texas; Wellesley Hills, Massachusetts; Indianapolis, Indiana; Phoenix, Arizona; Houston, Texas; Wayzata, Minnesota; Carmel, California; Greensboro, North Carolina; Allentown, Pennsylvania; Columbus, Ohio; Little Rock, Arkansas; Dallas, Texas; Providence, Rhode Island; Wilmington, North Carolina; New York, New York; Albany, New York; Chicago, Illinois; Philadelphia, Pennsylvania; Garden City, New York; Melville, New York; Columbia, South Carolina; Dallas, Texas; Santa Clarita, California; San Jose, California; Pittsford, New York; Knoxville, Tennessee; Lisle, Illinois; Boston, Massachusetts; Oak Brook, Illinois; Albuquerque, New Mexico; San Antonio, Texas; Chattanooga, Tennessee; Mount Pleasant, South Carolina; Bridgewater, New Jersey; Mount Laurel, New Jersey; Paramus, New Jersey; Buffalo, New York; Norfolk, Virginia; Newport Beach, California; New Orleans, Louisiana; Northbrook, Illinois; Pasadena, California; Westlake Village, California; Boca Raton, Florida; Tulsa, Oklahoma; San Diego, California; Palm
Senior Commercial Banker. Job in Miami Move Collective Jobs
City National Bank
Miami, FL, United States
via Move Collective Jobs
22 hours ago
Full–time
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
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.
• Maintains an understanding of all current financial products, policies, procedures and regulations.
• Ensures overall compliance and operational risk controls in accordance with bank and/or regulatory standards and policies.
• Adheres to all current policies, procedures, and audit requirements. Maintains prescribed security controls and compliance with current regulatory legislation in order to protect the branch against criminal and fraudulent operations and unnecessary risk or exposure.
• Develops programs and reward systems to increase morale, develop employees, etc. in order to assist in reducing turnover.
• Develops new business and expand existing business through business and consumer customer contact meetings.
• Develops collaborative partnerships with other business lines within the bank.
• Represents the Bank in the community in manner which maintains and expands friendly relationships with individuals, business persons, civic organizations, service clubs, etc. Encourages subordinates to participate as well. Reports respective involvement to the Bank's CRA Officer on a periodic basis.
• Adheres to and complies with applicable, federal and state laws, regulations and guidance, including those related to anti-money laundering (i.e. Bank Secrecy Act, US PATRIOT Act, etc.).
• Adheres to Bank policies and procedures and completes required training.
• Identifies and reports suspicious activity.
SUPERVISORY RESPONSIBILITIES
• Supervises function, projects or services and/or one or more employees, as applicable.
• Carries out supervisory responsibilities in accordance with the organization's policies and applicable laws.
• Responsibilities include interviewing, hiring, and training employees; planning, assigning, and directing work; appraising performance coaching; rewarding and disciplining employees; addressing complaints and resolving problems.
EDUCATION
Bachelor's Degree preferred And
EXPERIENCE
• 5+ years related management/supervisory and/or sales experience required
• An approved combination of education and industry related experience equivalent to the aforementioned requirements
CERTIFICATES, LICENSES, REGISTRATIONS
• DL NUMBER - Driver License, Valid and in State required
Please be advised that new hires will be required to attend a two-week Retail Training Class from 9am -- 5pm in either Miami Lakes or Boynton Beach. The Company may reimburse for mileage exceeding the distance of an employee's daily commute to his/her primary office for training. Additionally, for those traveling more than 60 miles each way may inquire about the details of hotel reimbursement.
Report this listing
BankUnited
Glassdoor
3.7/5
296 reviews
Indeed
3.5/5
223 reviews
Comparably
3.7/5
36 reviews
bankunited.com
More jobs at BankUnited
See web results for BankUnited
B
Bank of America
Merrill Experienced Financial Advisor - Full-time
Bank of America · Miami, FL, United States · via Snagajob
11 hours ago
Full–time
Apply on Snagajob
Job description
Merrill Experienced Financial Advisor
Honolulu, Hawaii;North Bethesda, Maryland; Los Angeles, California; New York, New York; Frisco, Texas; New York, New York; Farmington Hills, Michigan; Leawood, Kansas; Scottsdale, Arizona; Cincinnati, Ohio; Jacksonville, Florida; Raleigh, North Carolina; Bellevue, Washington; Salt Lake City, Utah; Wichita, Kansas; Pepper Pike, Ohio; Milwaukee, Wisconsin; El Paso, Texas; Atlanta, Georgia; Austin, Texas; Fort Worth, Texas; Worcester, Massachusetts; The Woodlands, Texas; Peoria, Illinois; Houston, Texas; Wellesley Hills, Massachusetts; Indianapolis, Indiana; Phoenix, Arizona; Houston, Texas; Wayzata, Minnesota; Carmel, California; Greensboro, North Carolina; Allentown, Pennsylvania; Columbus, Ohio; Little Rock, Arkansas; Dallas, Texas; Providence, Rhode Island; Wilmington, North Carolina; New York, New York; Albany, New York; Chicago, Illinois; Philadelphia, Pennsylvania; Garden City, New York; Melville, New York; Columbia, South Carolina; Dallas, Texas; Santa Clarita, California; San Jose, California; Pittsford, New York; Knoxville, Tennessee; Lisle, Illinois; Boston, Massachusetts; Oak Brook, Illinois; Albuquerque, New Mexico; San Antonio, Texas; Chattanooga, Tennessee; Mount Pleasant, South Carolina; Bridgewater, New Jersey; Mount Laurel, New Jersey; Paramus, New Jersey; Buffalo, New York; Norfolk, Virginia; Newport Beach, California; New Orleans, Louisiana; Northbrook, Illinois; Pasadena, California; Westlake Village, California; Boca Raton, Florida; Tulsa, Oklahoma; San Diego, California; Palm
💡 Quick Summary
Seeking a career-building opportunity? The Merrill Experienced Financial Advisor - Full-time 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.
