Current jobs related to Relationship Manager - Miami - Banesco USA


  • Miami, United States How To MANAGE a Small Law Firm Full time

    About the RoleWe are seeking a highly skilled and experienced Relationship Manager to join our team at How To MANAGE a Small Law Firm. As a Relationship Manager, you will be responsible for building and maintaining strong relationships with our clients, providing exceptional customer service, and driving business growth.Key ResponsibilitiesClient Onboarding:...


  • Miami, United States HSBC Full time

    About the RoleWe are seeking a highly skilled and experienced Senior Relationship Manager to join our team at HSBC. As a key member of our organization, you will be responsible for acquiring, maintaining, and growing profitable long-term relationships with High Net Worth individuals and families.Key ResponsibilitiesCombine client relationship management with...

  • Relationship Manager

    8 hours ago


    Miami, Florida, United States Bank of America Full time

    Job Title: Relationship ManagerAbout the Role:Bank of America's Community Development Banking (CDB) group is seeking a skilled Relationship Manager to join our team. As a key member of our Commercial Real Estate Bank (CREB), you will play a vital role in building stronger and healthier neighborhoods in low- and moderate-income communities.Key...


  • Miami, United States HSBC Full time

    About the RoleAs a Senior Relationship Manager at HSBC, you will play a critical role in acquiring, maintaining, and growing profitable long-term relationships with High Net Worth individuals and families. This is a key position that requires exceptional team player and client-focused skills.Key ResponsibilitiesClient Relationship Management: Combine client...


  • Miami, United States America's Pharmacy Group, LLC Full time

    Whether you are working in a Pharmacy looking for additional income, a seasoned healthcare sales expert, or aspiring to break into the Medical Sales industry, Healthcare Marketing Group, LLC provides an excellent opportunity for you.As a Pharmacy Relationship Manager, you will help drive the growth of our company through building and retaining customer...


  • Miami, United States Deutsche Bank Full time

    Job Title: Relationship Manager, LatAm Job Summary: As a Relationship Manager, LatAm at Deutsche Bank, you will be responsible for developing, managing, and retaining client relationships in the Mexican or Brazilian market. Your primary focus will be on growth, increasing "wallet share" through cross-selling and attracting new clients, and identifying...


  • Miami, United States How To MANAGE a Small Law Firm Full time

    About the RoleWe are seeking a highly skilled Client Relationship Manager to join our team at How To MANAGE a Small Law Firm. As a key member of our business development team, you will be responsible for building and maintaining strong relationships with our clients, providing exceptional customer service, and driving business growth.Key...


  • Miami, United States Avior Executive Search, Inc Full time

    Job Opportunity with Avior Executive Search, IncAbout the RoleWe are seeking an experienced Senior Relationship Manager to join our team at Avior Executive Search, Inc. As a Senior Relationship Manager, you will be responsible for building and maintaining relationships with high net worth individuals and families.About the CompanyOur client is a Swiss-backed...


  • Miami, United States City National Bank Full time

    About the RoleThe Senior Relationship Manager position at City National Bank is a key role in developing and managing relationships within the Escrow, Title, Homeowner Association Property Management, Commercial Property Management, 1031 Exchange Accommodators, and Contractor Retention Escrows business segments. This position is responsible for actively...


  • Miami, United States Seacoast Bank Full time

    Job SummaryThis role is responsible for driving business growth by building strong relationships with customers, understanding their financial needs, and providing tailored solutions from Seacoast Bank's product portfolio. The ideal candidate will possess excellent communication skills, a customer-centric approach, and a passion for delivering exceptional...

  • Relationship Manager

    2 weeks ago


    Miami Beach, Florida, United States Bank of America Full time

    Job Description:Job Title: Relationship ManagerJob Summary:We are seeking a highly motivated and experienced Relationship Manager to join our team at Bank of America. As a Relationship Manager, you will be responsible for managing a financial center and its employees on a day-to-day basis. You will operate as a business owner, fostering a team environment,...


  • Miami, United States NextEra Energy Resources Full time

    Job Summary:As a key member of the NextEra Energy Resources team, the Associate Customer Account Specialist plays a critical role in maintaining and cultivating customer relationships. This position serves as the primary point of contact for all aspects of assigned customer accounts.Key Responsibilities:Develop and maintain strong relationships with...


  • Miami, Florida, United States Boats Group Full time

    Job OverviewPosition: Client Relationship ManagerLocation: Miami, FL Boats Group is seeking a dedicated Client Relationship Manager to enhance our existing client relationships. In this full-time position, you will play a pivotal role in driving revenue growth through a consultative sales approach. Creativity and an entrepreneurial mindset are essential for...


  • Miami, United States Deutsche Bank Full time

    About the RoleWe are seeking a highly skilled and experienced Senior Relationship Manager to join our Wealth Management team at Deutsche Bank. As a Senior Relationship Manager, you will be responsible for developing and maintaining strong relationships with our clients, providing them with exceptional service and support to meet their financial needs.Key...


  • Miami, United States Visa Full time

    Company Overview Visa stands as a global frontrunner in payment solutions and technology, facilitating over 259 billion secure payment transactions annually across more than 200 countries and territories. Our vision is to unite the world through the most innovative, convenient, reliable, and secure payment network, empowering individuals, businesses, and...


  • Miami, Florida, United States Seacoast Bank Full time

    Job SummaryThis position is responsible for increasing branch assets, deposits, customer base and revenue by building rapport with new and existing customers to understand their current and future financial needs, and match Seacoast Bank's products and services to those needs. The Client Advisor will also function as a bank Teller, processing transactions...


  • Miami, United States Deutsche Bank Full time

    About the RoleWe are seeking a highly skilled and experienced Senior Relationship Manager to join our Wealth Management team at Deutsche Bank. As a Senior Relationship Manager, you will be responsible for developing and maintaining strong relationships with our clients, providing them with exceptional service and support to meet their financial needs.Key...


  • Miami, Florida, United States Paradigm Full time

    Job OverviewParadigm stands at the forefront of legal technology, delivering cutting-edge software solutions that empower legal professionals to optimize their workflows and concentrate on their core legal practices. Our suite of practice management and accounting tools is transforming the landscape of the legal sector.Position Summary:We are in search of a...


  • Miami, United States ThinkTank Full time

    Job Description:Regional Relationship ManagerJob Summary:We are seeking a highly motivated and experienced Regional Relationship Manager to join our team at ThinkTank. As a key member of our sales team, you will be responsible for managing sales agencies and driving sales growth within your assigned territory.Key Responsibilities:Recruiting and Onboarding:...


  • Miami, United States Avior Executive Search Full time

    Job DescriptionJob DescriptionOur is a UHNW Multi-Family office with offices in The Caribbean & Miami The role includes working closely with senior management and Investment Advisors and is responsible for acquiring and servicing high net worth clients in the targeted countries and regions through providing wealth structuring advice and offering clients the...

Relationship Manager

4 months ago


Miami, United States Banesco USA Full time
Job DescriptionJob Description

Job Title

Relationship Manager – Business & Professional

Functional Title

Commercial Banker/Lender

Banesco USA is seeking a Relationship Manager – Business & Professional for our South Florida Branches Team.

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.
  • Tuition reimbursement.
  • Paid parental leave.
  • Medical, Dental, Vision
  • 401k
  • Life Insurance
  • Supplemental Insurances
  • Short-Term & Long-Term Disability Benefits

About Us

Banesco USA is part of Banesco International, a worldwide group of financial institutions with presence in 16 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.