Banking and Trust Manager

6 days ago


Miami, United States Career Staffing Talent Full time
Job DescriptionJob Description

Duties and Responsibilities

  • Computer proficiency and technical aptitude with the ability to use Microsoft products.
  • Ability to work effectively in a team environment with associates.
  • Excellent communication and organization skills.
  • Post incoming wires received through various Treasury Management platforms.
  • Process outgoing wires and check requests for all real estate closings and settlement payments.
  • Assist in the opening and closing process of firm bank accounts.
  • Open and close investment subaccounts for trust escrow deposits.
  • Assist with requests relating to voided trust checks, stop payments, and reissuing stale-dated trust checks.
  • Process firm-related outgoing wires and post corresponding general ledger transactions.
  • Reconcile firm and trust bank account statements.
  • Back up the Cash Receipts team by posting incoming operating account deposits.
  • Physical attendance and punctuality at the place of work.
  • Performs additional duties as instructed and assigned.

Skills and Educational Requirements

  • Experience working with online business banking or Treasury Management platforms.
  • Aderant accounting software experience, a plus.
  • Strong interpersonal and organizational skills.
  • Reliability, teamwork, professionalism, ability to multi-task, and attention to detail are essential.
  • Must have 3 - 5 years of experience work experience in law firm accounting.



  • Private Wealth Trust Officer

    Found in: Resume Library US A2 - 6 days ago


    Miami, Florida, United States City National Bank of Florida Full time

    Overview: The Trust Officer is responsible for the oversight and management of personal trusts, estates, agencies and investment management accounts. Manages the client relationship and/or administers the client account in order to create, expand and service trust department relationships while managing the risks associated with the administration of those...

  • Senior Estates

    2 weeks ago


    Miami, United States LaBine and Associates Full time

    Job DescriptionJob DescriptionWe are currently interviewing sophisticated, of counsel or partner-level attorneys to join the Estates & Trusts Practice Group in our Jacksonville, Miami, Orlando, Tallahassee, or Tampa office. We are seeking a well-rounded, dynamic, highly-motivated senior Business Law attorney with 10 or more years of experience who seeks...

  • Business Banking Sr. Relationship Manager

    Found in: beBee S US - 6 hours ago


    Miami, United States Bank of America Full time

    Job Description:At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. Responsible Growth is how we run our company and how we deliver for our clients, teammates, communities and shareholders every day.One of the keys to driving Responsible Growth is being a great place to work for our...


  • Miami Beach, United States Bank OZK Full time

    Job Purpose and Scope: Drives new loan production, deposit growth, client development, and establishes new client relationships. Essential Job Functions: Develops and manages business relationships by understanding the unique needs of our customers and provides appropriate financial solutions. Drives loan production and deposit growth by proactively...


  • Miami, United States Banesco USA Full time

    Develops daily, weekly, monthly and ad-hoc operational reports on key performance metrics and analyzes the results and provides recommendations to management to improve performance. Compiles and accurately reports all financial data as required by Ma Banking Specialist, Electronic, Banking, Customer Service, Specialist, Management

  • Investment Banking Analyst

    Found in: Appcast Linkedin GBL C2 - 2 weeks ago


    Miami, United States Arcadia Capital Full time

    About the Role:Arcadia Capital is seeking highly motivated, successful candidates with relevant investment banking experience for an Investment Banking Analyst position based at our headquarters in Miami, Florida. Arcadia Capital offers Analysts the exceptional opportunity to work on small teams with direct exposure to clients and senior bankers. Analysts...


  • Miami, United States Arcadia Capital Full time

    About the Role:Arcadia Capital is seeking highly motivated, successful candidates with relevant investment banking experience for an Investment Banking Analyst position based at our headquarters in Miami, Florida. Arcadia Capital offers Analysts the exceptional opportunity to work on small teams with direct exposure to clients and senior bankers. Analysts...

  • Personal Banking Officer

    Found in: Resume Library US A2 - 6 days ago


    Miami, Florida, United States Ocean Bank Full time

    Overview: Personal Banking Officer - provides personalized support in all phases of customer service, client relationship building, and account maintenance to a Branch Manager or Relationship Manager. Responsible for acquiring, managing and growing relationships; executing sales activities for new and existing customers. Responsibilities: Will perform a...

  • Personal Banking Officer

    Found in: Resume Library US A2 - 1 week ago


    Miami, Florida, United States Ocean Bank Full time

    Overview:     Personal Banking Officer - (Brickell Branch) provides personalized support in all phases of customer service, client relationship building, and account maintenance to a Branch Manager or Relationship Manager. Responsible for acquiring, managing and growing relationships; executing sales activities for new and existing customers....

  • Banking Center Support Specialist

    Found in: Talent US C2 - 5 days ago


    Miami, United States City National Bank of Florida Full time

    Overview Takes an active role in meeting the needs and expectations of clients by servicing, promoting and selling the Bank's products and services. Increasing deposits and fee income, reducing expenses, maintaining and expanding superior client relations, and consistently meeting or exceeding assigned individual or team sales goals. Principal Duties...

  • Application Lead

    Found in: Jooble US O C2 - 2 weeks ago


    Miami, FL, United States City National Bank of Florida Full time

    The Business Market Leader coordinates at a senior level with the sales team to establish, build, and sustain business banking relationships with companies with gross sales of generally less than $20mm. Represents the Bank as the primary relationship manager with clients in the book of business. Involve in the credit process including Credit Underwriting,...


  • Miami, United States Ascendo Resources Full time

    a prestigious global Bank, is looking for a Deposit Operations Team Lead, to be in charge of a Team of Deposit Operations AnalystsThe ideal candidate is someone who has experience performing responsibilities such as:Supervise the review and approval of signature verification on all client requests.Conduct daily oversight of teller activities, ensuring...

  • Deposit Operations | Team Lead

    Found in: Appcast US C2 - 6 days ago


    Miami, United States Ascendo Resources Full time

    a prestigious global Bank, is looking for a Deposit Operations Team Lead, to be in charge of a Team of Deposit Operations AnalystsThe ideal candidate is someone who has experience performing responsibilities such as:Supervise the review and approval of signature verification on all client requests.Conduct daily oversight of teller activities, ensuring...

  • Investment Banking Vice President

    Found in: Appcast Linkedin GBL C2 - 2 weeks ago


    Miami, United States Arcadia Capital Full time

    About the Role:Arcadia Capital is seeking highly motivated, successful candidates with relevant investment banking experience for an Investment Banking Vice President position based at our headquarters in Miami, Florida. Arcadia Capital offers Vice Presidents the exceptional opportunity to work on small teams with direct exposure to clients and senior...


  • Miami, United States Arcadia Capital Full time

    About the Role:Arcadia Capital is seeking highly motivated, successful candidates with relevant investment banking experience for an Investment Banking Vice President position based at our headquarters in Miami, Florida. Arcadia Capital offers Vice Presidents the exceptional opportunity to work on small teams with direct exposure to clients and senior...

  • Senior Private Banking Officer

    Found in: Resume Library US A2 - 2 weeks ago


    Miami, Florida, United States City National Bank of Florida Full time

    Overview: The Private Banking Officer serves as relationship manager for a portfolio of high net worth individuals, including, but not limited to Attorneys, CPAs, Physicians and entrepreneurs. Meets and exceeds goals by developing new loans and depository business from prospects and existing clients. Cross-sells bank products, including but not limited to...

  • Banking Center Support Specialist

    Found in: Resume Library US A2 - 6 days ago


    Miami, Florida, United States City National Bank of Florida Full time

    Overview: Takes an active role in meeting the needs and expectations of clients by servicing, promoting and selling the Bank's products and services. Increasing deposits and fee income, reducing expenses, maintaining and expanding superior client relations, and consistently meeting or exceeding assigned individual or team sales goals.   Principal Duties &...

  • Managing Director; Private Wealth Manager

    Found in: beBee jobs US - 6 days ago


    Miami, Florida, United States Bank of America Full time

    Job Description:At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. Responsible Growth is how we run our company and how we deliver for our clients, teammates, communities and shareholders every day. One of the keys to driving Responsible Growth is being a great place to work for...

  • Investment Banking Vice President

    Found in: Jooble US O C2 - 4 days ago


    Miami, FL, United States Arcadia Capital Full time

    About the Role: Arcadia Capital is seeking highly motivated, successful candidates with relevant investment banking experience for an Investment Banking Vice President position based at our headquarters in Miami, Florida. Arcadia Capital offers Vice Presidents the exceptional opportunity to work on small teams with direct exposure to clients and senior...

  • Senior Private Banking Officer

    Found in: Resume Library US A2 - 2 weeks ago


    Miami, Florida, United States City National Bank of Florida Full time

    Overview: The Senior Private Banking Officer serves as relationship manager for a portfolio of high net worth individuals, including, but not limited to Attorneys, CPAs, Physicians and entrepreneurs. Meets and exceeds goals by developing new loans and depository business from prospects and existing clients. Cross-sells bank products, including but not...