Current jobs related to Client Relationship Manager - Miami, Florida - Seacoast Bank

  • Trainee - Client Relationship Manager

    2 months ago

    Miami, Florida, United States EQM Full time

    Job OverviewWe are seeking a Client Relationship Manager to foster enduring, trustworthy connections with our clientele. The primary function of this role is to attract new clients, cultivate additional business from current customers, and proactively pursue new sales avenues. The Client Relationship Manager's key responsibility is to establish new clients...

  • Strategic Client Relationship Manager

    7 days ago

    Miami, Florida, United States Harvard Maintenance Full time

    Job Title: Corporate Account ManagerHarvard Maintenance, Inc. is a leading provider of high-quality janitorial services in the United States. We are seeking a skilled Corporate Account Manager to play a pivotal role in managing our most strategic client accounts.Job Summary:The Corporate Account Manager will serve as the primary point of contact for key...

  • Strategic Client Relationship Manager

    7 days ago

    Miami, Florida, United States Harvard Maintenance Full time

    Job SummaryThe Corporate Account Manager plays a pivotal role in managing Harvard's most strategic client accounts. This position requires a strong understanding of client needs and a proactive approach to anticipating and meeting those needs.Key ResponsibilitiesDevelop and maintain strong relationships with key clientsProactively assess client KPI...

  • Mortgage Sales and Client Relationship Manager

    7 days ago

    Miami, Florida, United States Citigroup Inc Full time

    Mortgage Sales and Client Relationship ManagerCitigroup Inc is seeking a highly skilled Mortgage Sales and Client Relationship Manager to join our team. As a key member of our mortgage sales team, you will be responsible for driving mortgage sales and client relationships through engagement with clients, real estate agents, and other area referrers.Key...

  • Mortgage Sales and Client Relationship Manager

    7 days ago

    Miami, Florida, United States Citigroup Inc Full time

    Mortgage Sales and Client Relationship ManagerCitigroup Inc. is seeking a highly skilled Mortgage Sales and Client Relationship Manager to join our team. As a key member of our mortgage lending team, you will be responsible for driving mortgage sales and client relationships through engagement with clients, real estate agents, and other area referrers.Key...

  • Relationship Manager

    1 month 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...

  • Relationship Manager

    2 weeks ago

    Miami, Florida, United States Bank of America Full time

    About the RoleBank of America's Community Development Banking group is seeking a skilled Relationship Manager to join our team. As a key member of our Commercial Real Estate Bank, you will play a crucial role in building stronger and healthier neighborhoods in low- and moderate-income communities.Key ResponsibilitiesMarket and coordinate the delivery of...

  • Senior Relationship Manager

    1 month ago

    Miami, Florida, United States Avior Executive Search Full time

    Job DescriptionAvior Executive Search is seeking a highly skilled Senior Relationship Manager to join our team. As a key member of our team, you will be responsible for developing new private client business and growing the assets under management and revenue utilizing our client's open architecture platform and multiple booking centers.Key...

  • Business Banking Relationship Manager

    1 month ago

    Miami, Florida, United States City National Bank Full time

    Job SummaryWe are seeking a highly skilled Business Banking Relationship Manager to join our team at City National Bank. As a key member of our commercial banking team, you will be responsible for developing and managing relationships with business banking clients in assigned business segments and geographic areas.Key ResponsibilitiesDevelop and manage...

  • Business Banking Relationship Manager

    2 weeks ago

    Miami, Florida, United States City National Bank Full time

    Job SummaryWe are seeking a seasoned Business Banking Relationship Manager to join our team at City National Bank. As a key member of our commercial lending team, you will be responsible for developing and managing relationships with business banking clients in assigned business segments and geographic areas.Key Responsibilities:Develop and manage...

  • Business Banking Relationship Manager

    2 weeks ago

    Miami, Florida, United States Bank OZK Full time

    Job Title:Business Banking Relationship ManagerJob Summary:We are seeking a highly skilled Business Banking Relationship Manager to join our team at Bank OZK. As a key member of our commercial banking team, you will be responsible for driving new loan production, deposit growth, and client development, while establishing new client relationships.Key...

  • Business Banking Relationship Manager

    4 weeks ago

    Miami, Florida, United States Bank OZK Full time

    Job Purpose & ScopeDrive business growth, client development, and establish new client relationships in the business banking sector.Key ResponsibilitiesDevelop and manage business relationships by understanding customer needs and providing tailored financial solutions.Identify, pursue, and close sales opportunities for a range of financial products and...

  • Relationship Manager

    2 weeks ago

    North Miami Beach, Florida, United States IDB Full time

    Job DescriptionAt IDB Bank, we are seeking a highly skilled and experienced Relationship Manager to join our Global Wealth Management team. As a key member of our team, you will be responsible for executing trades, conducting due diligence on potential fund investments, and monitoring current investments to ensure alignment with investment strategies and...

  • Business Banking Relationship Manager

    2 weeks ago

    Miami, Florida, United States Bank OZK Full time

    Job Title: Business Banking Relationship ManagerAt Bank OZK, we are seeking a highly skilled Business Banking Relationship Manager to join our team. As a key member of our commercial banking team, you will be responsible for developing and maintaining strong relationships with our business clients, identifying new business opportunities, and providing...

  • International Relationship Manager

    7 days ago

    Miami, Florida, United States Amerantbank Full time

    Job DescriptionAmerantbank is seeking a seasoned Relationship Manager to join our team. As a Relationship Manager, you will be responsible for managing and retaining a book of business of personal & commercial customers (usually $750K and above).Key Responsibilities:Develop new client business using external knowledge of target market (LATAM).Assess customer...

  • Client Outreach VP Manager

    2 weeks ago

    Miami, Florida, United States Bank of America Full time

    Job Title: Client Outreach VP ManagerAs a Client Outreach VP Manager at Bank of America, you will play a critical role in meeting Know Your Client (KYC) periodic refresh and remediation requirements. You will work closely with Global Corporate and Investment Bankers and Global Markets Sales to support the Bank's global regulatory and policy requirements...

  • Private Client Manager

    2 weeks ago

    Miami Beach, Florida, United States Tourneau|Bucherer Full time

    {"title": "Private Client Manager", "description": "At Tourneau|Bucherer, we are seeking a highly skilled Private Client Manager to join our team. As a key member of our sales team, you will be responsible for acquiring and developing new clients, as well as expanding our network of high-end customers.Key Responsibilities:Network and cultivate relationships...

  • Client Liaison

    3 weeks ago

    Miami, Florida, United States Elite Full time

    Elite Job OpportunityWe are seeking a highly skilled and motivated individual to join our dynamic team as a Client Representative. As a key member of our team, you will play a pivotal role in delivering exceptional customer service and building strong relationships with our clients.Key Responsibilities:Client Relationship Building: Foster strong...

  • Tax Senior Manager

    7 days ago

    Miami, Florida, United States EisnerAmper Full time

    About the Role:EisnerAmper is seeking a Tax Senior Manager to join our Private Client Services (PCS) team. As a key member of our team, you will be responsible for overseeing tax planning and compliance functions for ultra-high net worth individuals and their families, with a particular emphasis on clients in the financial services sector, such as hedge...

  • Client Services Manager

    2 weeks ago

    Miami, Florida, United States Loud and Live Inc Full time

    Job Title: Manager, Client ServicesLoud and Live Inc is seeking a highly skilled Manager, Client Services to join our team in Miami, FL.Job Summary:The Manager, Client Services will be responsible for delivering full company capabilities and solutions to clients, establishing marketing priorities, and implementing steps to achieve deliverables for the...

Client Relationship Manager

2 months ago

Miami, Florida, United States Seacoast Bank Full time
Job Summary

This 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 for customers in the lobby and drive-thru. Consistently gains the confidence and trust of others through honesty, integrity, and authenticity.

Benefits of Joining Our Team:

  • On-site Parking
  • Steps away from Metrorail and Metro Mover station
  • Most convenient place to work in Brickell.
Key Responsibilities

Relationship Building

  • Exhibit consistent relationship building including, but not limited to:
    • Prepare for various customer interactions
    • Build rapport
  • Effectively utilize and document open and closed-ended questions to understand current and future financial goals of customers
  • Match customer needs to Seacoast Bank products and services
    • Confidently and proficiently explain Seacoast Bank products and services to customers
    • Proven ability to create and enhance relationships based on customer needs
    • Ask for referrals from new and existing customers
    • Exhibit good listening skills and speak clearly and persuasively in positive or negative situations.
  • Respond promptly to customer needs and requests for service.
  • Quickly seek out appropriate people in more complex financial matters.
  • Able to balance business needs with customer requests while managing potential risk to bank.
  • Embrace new technology and remain up to date on industry changes to create an open environment that fosters idea generation and innovation.
  • Participate in community, charitable or civic events.
  • Deliver presentations regarding banking products/services through networking events.
  • Exhibit strong work ethics and teamwork, collaborating with other associates within the branch and across the organization to develop trusting and cooperative working relationships.
  • Maintain an active NMLS registration status.
  • Exhibit high proficiencies in all consumer deposit and lending products and processes. Has the ability to mentor other associates.
  • Exhibit expert understanding of small business deposit products and processes and an intermediate understanding of small business lending products and processes.
  • Exhibit high proficiency in outbound calling process. Has the ability to mentor other associates.
  • Highly effective with proven track record in identifying referral opportunities with internal business partners.
  • Ability to source Treasury Management solutions and services and small business lending needs.
  • Be highly proficient and leads Customer facing technology with the ability to discuss with and enroll customers in self-service products/processes
  • Assist leadership team by processing applications to meet the needs of small business customers.

Operations

  • Open and process accounts, perform account maintenance, process checks, cash and the sale of negotiable instrument transactions adhering to the banks current policies and procedures, protecting the Bank against the risk and exposure of criminal or fraudulent activity. Escalate customer concerns as needed.
  • Ensure branch adherence to AML/BSA requirements (Customer Identification Program, Account Opening Customer Due Diligence, ongoing profiling requirements, Enhanced Due Diligence, OFAC, Suspect Activity Form, etc.), operational procedures, audit procedures, risk/control expectations, dual control, security, Business Continuity, and all other regulated banking requirements; communicate any updates to associates. Follows up on all audit / scorecard / QC deficiencies.
  • Practices ethical sales behaviors in accordance with the Associate Code of Conduct and Sales Practices Policy, acting in the best interest of the customer when offering additional products and services.
  • Balance cash drawer daily and monitors own work for accuracy.
  • Follow instructions and responds to management direction to help resolve more difficult customer objections, and solves problems in a timely and positive manner to retain the customer relationship.
  • Adhere to Seacoast Bank's Code of Conduct.
  • Follow all safety and security procedures.
  • May support Branch Leadership in operational and customer service supervisory functions in Branch Leadership absence.
Requirements

Education and Experience:

  • High School Diploma or equivalent required.
  • Minimum of 6 months cash handling experience preferred.
  • College degree preferred.
  • 4+ years in financial services experience required.
  • Flexible schedule required with ability to work during hours of operations, including weekends and occasional non-bank operational hours.
  • Demonstrate excellent communication (written and verbal) and interpersonal skills.
  • Able to work independently and exercise a high degree of initiative.
  • PC Proficiency in Desktop, Laptop, Tablet, and Smartphone devices as well as Microsoft Office Suite software.
  • Active NMLS or 2+ years lending experience required.