Small Business Financial Services Specialist

2 months ago


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

About the Role

At City National Bank of Florida, we are seeking a highly skilled and experienced Small Business Financial Services Specialist to join our team. As a key member of our Commercial Banking group, you will be responsible for providing comprehensive financial solutions to small businesses with annual revenues from $250k to $5 million.

Key Responsibilities

  • Meet the needs and expectations of customers 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.
  • Services all customer account needs, including accepting deposits, cashing checks, processing withdrawals, selling travelers checks, and cashier checks.
  • Coordinates with the Bank Manager in preparing required reports and performs other functions as required for the sound operations of the bank.
  • Cross-trained in all paying, receiving, and collection functions, including cash handling, accurately processing transactions, and adhering to strict security measures and balancing procedures.
  • May provide loan support functions in certain offices.

Requirements

  • 5-7 years of recent banking experience as a Small Business Banker II or higher.
  • 2-4 years of strong credit experience, including previous loan structuring and credit analysis responsibilities.
  • Demonstrated ability to source new sales relationships.
  • Demonstrated interest in coaching/mentoring other Small Business Bankers (SBBs).
  • Leading calling sessions with other SBBs (role modeling).
  • Interest in further developing leadership skills.
  • Ability to cross-sell: Treasury Management, Mortgages, Asset Under Management.
  • Excellent verbal and written communication skills.

Education

Bachelor's Degree in Business Administration, Finance, or related field.



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

    Job SummaryWe are seeking a highly skilled Small Business Banker to join our team at City National Bank of Florida. As a Small Business Banker, you will be responsible for providing comprehensive financial solutions to small businesses with annual revenues from $250k to $5 million. You will serve as the primary point of contact for our clients, providing...


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

    About the RoleAt City National Bank of Florida, we're seeking a highly skilled Small Business Banker to join our team. As a key member of our Commercial Banking group, you'll be responsible for providing exceptional financial solutions to small businesses, driving revenue growth, and building strong relationships with our clients.Key ResponsibilitiesDevelop...


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

    Job SummaryWe are seeking a highly skilled Small Business Banker to join our team at City National Bank of Florida. As a Small Business Banker, you will be responsible for providing comprehensive financial solutions to small businesses with annual revenues from $250k to $5 million.Key ResponsibilitiesMeet the needs and expectations of customers by servicing,...


  • Miami, Florida, United States Truist Financial Corporation Full time

    Business Services Role OverviewThis role supports our small business clients in a virtual environment, enabling remote work. The ideal candidate must reside in the South Florida geography, specifically the Miami/Broward area, to effectively support clients in the region.Key Responsibilities:Provide business services and solutions to clientsDevelop and...


  • Miami, Florida, United States Creative Financial Staffing Full time

    Billing Accounts Receivable SpecialistWe are seeking a highly skilled Billing Accounts Receivable Specialist to join our team at Creative Financial Staffing.About the RoleThis is a unique opportunity to work with a well-respected, globally recognized company that values promoting internally and offers a family-oriented culture and great work-life balance.Key...


  • Miami, Florida, United States New York Life Full time

    About the RoleWe are seeking a highly motivated and results-driven Financial Services Professional to join our team at New York Life. As a Financial Services Professional, you will have the opportunity to make a lasting impact on the financial well-being of individuals, families, and small businesses.Key Responsibilities:Provide financial guidance and...


  • Miami, Florida, United States New York Life Full time

    About the RoleWe are seeking a highly motivated and results-driven Financial Services Professional to join our team at New York Life. As a Financial Services Professional, you will have the opportunity to make a lasting impact on the financial well-being of individuals, families, and small businesses.Key Responsibilities:Provide financial guidance and...


  • Miami, Florida, United States The PNC Financial Services Group, Inc Full time

    Job SummaryWe are seeking a highly skilled Financial Services Consultant to join our team at The PNC Financial Services Group, Inc. As a key member of our organization, you will be responsible for providing expert financial guidance to our clients, helping them achieve their long-term financial goals.Key ResponsibilitiesDevelop and implement personalized...


  • Miami, Florida, United States Idea Financial Full time

    Idea Financial is seeking a highly motivated Business Advisor to join our Sales team in Miami. This role will report to the Portfolio Success and Retention Manager and will be responsible for building and maintaining relationships with our clients, understanding their business needs, and providing them with tailored lending solutions.In this strategic...


  • Miami, Florida, United States First Command Financial Services, Inc Full time

    About UsFirst Command Financial Services, Inc. is a leading provider of financial services to military families. Our company is committed to helping our clients achieve their financial goals and secure their financial futures.Job SummaryWe are seeking a highly motivated and experienced Financial Services Professional to join our team. As a Financial Advisor,...


  • Miami, Florida, United States SNI Financial Full time

    Job Title: Assistant Controller - OnsiteSNI Financial is seeking an experienced Assistant Controller to join our team. As a key member of our Finance department, you will provide financial leadership and subject matter expertise to ensure the accuracy and integrity of our financial reporting.Key Responsibilities:Ensure adherence to GAAP principles and...


  • Miami, Florida, United States Global Financial Impact - Marco Esquivel Full time

    Job OverviewGlobal Financial Impact is seeking a highly motivated and results-driven Financial Services Representative to join our team. As a Financial Services Representative, you will play a critical role in helping clients and businesses achieve their financial goals by providing expert advice and solutions.Key ResponsibilitiesObtain and maintain...


  • Miami, Florida, United States Meron Financial Agency Full time

    At Meron Financial Agency, we believe in empowering individuals and businesses to achieve their financial goals. Our client-centric approach, cutting-edge technology, and supportive team environment provide the tools and opportunities you need to thrive.We're looking for passionate, driven individuals who want to make a meaningful impact on people's lives as...


  • Miami, Florida, United States PNC Financial Services Group Full time

    Job DescriptionPNC Financial Services Group is seeking a skilled Relationship Manager I - Business Banker to join our team in Miami, Florida. As a trusted advisor, you will leverage your business acumen to facilitate cash flow conversations with clients and prospects, and manage the on-going sales cycle to optimize the cash flow of our business customers.Key...


  • Miami, Florida, United States Global Financial Impact - Shannon Hunter Full time

    Job OpportunityWe are seeking highly motivated and competent individuals to join our team as Financial Professionals. This is a remote opportunity that offers a great work-life balance and unlimited earning potential.Key Responsibilities:Develop Financial Need Analysis (FNA) for clientsPlace families, individuals, and business owners in a financial position...


  • Miami, Florida, United States PNC Financial Services Group Full time

    Job DescriptionPNC Financial Services Group is seeking a skilled Relationship Manager I - Business Banker to join our team in Coral Gables, Florida. As a trusted advisor, you will leverage your business acumen to facilitate cash flow conversations with clients and prospects, and manage the on-going sales cycle to optimize the cash flow of our business...


  • Miami, Florida, United States Miami-Dade Seaport Department Full time

    Job DescriptionWe are seeking a highly skilled Small Business Development Manager Public Affairs and Communications to join our team at the Miami-Dade Seaport Department.ResponsibilitiesDevelop and implement marketing and communications strategies to promote small businesses.Collaborate with stakeholders to identify business opportunities and develop...


  • Miami, Florida, United States Del Monte Fresh Produce Company NA Inc Full time

    Job Title: Financial Planning SpecialistDel Monte Fresh Produce Company NA Inc is seeking a highly skilled Financial Planning Specialist to join our team.Job Summary:The Financial Planning Specialist will be responsible for assisting in business forecasting, budgeting, and performance monitoring by providing analysis and insight into decision-making in...


  • Miami, Florida, United States New York Life Full time

    Unlock Your Potential in Financial ServicesAre you a leader with a passion for helping others achieve their financial goals? Do you possess the traits of a competitive, entrepreneurial, and communicative individual? If so, consider a career as a Financial Services Professional with New York Life.We're seeking individuals who want to make a lasting impact on...


  • Miami, Florida, United States SNI Financial Full time

    Job Title: Assistant Controller - Financial OperationsSNI Financial is seeking an experienced Assistant Controller to join our Finance team. As a key member of our team, you will provide financial leadership and subject matter expertise to ensure the accuracy and integrity of our financial reporting.Key Responsibilities:Ensure adherence to GAAP principles...