Financial Services Representative
1 day ago
Amerant Bank seeks a seasoned Banking Specialist III to spearhead sales and service efforts, driving customer satisfaction and loyalty through tailored product solutions.
About the RoleThis key position requires a deep understanding of Amerant Bank’s commitment to delivering exceptional customer experiences. As a Banking Specialist III, you will identify customer needs and match them with suitable products, fostering long-term relationships.
Key Responsibilities- Process financial transactions, including deposits, withdrawals, and check cashing, ensuring seamless banking center operations.
- Investigate and resolve issues related to end-of-day banking center balancing, maintaining accuracy and efficiency.
- Manage ATM, cash recycler, drive-thru, and night drop operations, guaranteeing 24/7 accessibility for customers.
- Open new accounts, perform maintenance transactions, and execute operational responsibilities with precision and attention to detail.
- Review customer accounts for compliance with the Bank Secrecy Act, upholding regulatory standards.
- Originate new credit requests and respond to loan-related inquiries, providing expert guidance and support.
- Minimum 3 years of experience in bank sales and service environment or equivalent.
- Basic report writing ability, organizational skills, and telephone skills are essential.
- Previous experience with Outlook, Internet, and MS Office skills is required.
We offer a competitive salary range of $60,000 - $80,000 per year, commensurate with experience.
-
Financial Services Representative
5 days ago
Miami, Florida, United States Globe Life AIL: Ron Rentner Full timeJob OverviewGlobe Life AIL is seeking a results-driven Financial Services Representative to join our team in Florida or remotely.This role involves proactively engaging with prospective customers to sell life insurance products and services from home.Key ResponsibilitiesPromote and sell life insurance solutions - Effectively present product features and...
-
Financial Recovery Representative
6 days ago
Miami, Florida, United States Kelly Tractor CAT Full timeJob SummaryWe are seeking a highly skilled Financial Recovery Representative to join our team at Kelly Tractor CAT.This role involves working closely with customers to resolve overdue accounts while maintaining customer goodwill.About the RoleThe ideal candidate will have excellent customer service and negotiation skills, as well as the ability to...
-
Internal Audit Specialist
1 day ago
Miami, Florida, United States Creative Financial Staffing Full timeJob Summary:We are seeking a highly motivated and detail-oriented Internal Audit Specialist to join our team at Creative Financial Staffing. As an Internal Audit Specialist, you will play a critical role in ensuring the effectiveness of our internal controls and risk management processes.About the Role:This is a fantastic opportunity for someone looking to...
-
Financial Professional
1 day ago
Miami, Florida, United States Global Financial Impact - Marco Esquivel Full timeJob OverviewAs a Financial Professional at Global Financial Impact, you will play a crucial role in helping clients and businesses achieve their financial goals. With a strong understanding of financial products and services, you will act as a liaison between clients and financial institutions.
-
Career Accelerator in Financial Services
1 day ago
Miami, Florida, United States Mutual of Omaha Full timeAbout the OpportunityWe are seeking driven, self-motivated individuals to join our dynamic trainee experience as a Financial Representative Trainee in Miami, FL. This role is designed to equip you with skills to excel in selling Individual Insurance products and building a sustainable financial practice through our comprehensive Accelerator Program.The...
-
Career Accelerator in Financial Services
7 days ago
Miami, Florida, United States Mutual of Omaha Full timeWe are seeking passionate individuals to join our Career Accelerator Program, a dynamic trainee experience designed to set you up for long-term success in the financial services industry.Job OverviewAs a Financial Representative Trainee, you will embark on a comprehensive program that equips you with the skills and competencies necessary to excel in selling...
-
Miami, Florida, United States Mutual of Omaha Full timeWe're seeking self-motivated individuals to join our Accelerator Program, a comprehensive trainee experience designed to equip you with the skills and competencies necessary to excel in selling Individual Insurance products and building a sustainable, holistic financial practice.Company OverviewMutual of Omaha is a dynamic organization built on the strength...
-
Customer Service Representative
6 days ago
Miami, Florida, United States SSM Services, inc Full timeAbout the RoleSSM Services, inc is seeking a highly motivated and customer-focused Customer Service Representative to join our team. This role offers an exciting opportunity to work in a dynamic environment where you will be responsible for delivering exceptional customer experiences and driving business growth.Key Responsibilities:Customer Interaction:...
-
Financial Services Professional
1 day ago
Miami, Florida, United States Mutual of Omaha Full timeCompany OverviewMutual of Omaha is a leading provider of insurance and financial services, dedicated to helping individuals achieve their long-term goals. Our organization values diversity, inclusion, and innovation, creating a dynamic work environment that fosters growth and success.Salary and BenefitsThe Financial Representative Trainee will receive an...
-
Tax Financial Services Specialist
3 days ago
Miami, Florida, United States The Tax Team Inc Full timeJob SummaryWe are seeking an experienced Tax Financial Services Specialist to join our team at The Tax Team Inc. In this role, you will be responsible for providing comprehensive tax and financial services to clients.Key Responsibilities:Tax Planning and Compliance:Develop and implement effective tax planning strategies to minimize clients' tax liabilities...
-
Miami, Florida, United States Mutual of Omaha Full timeOverview">">This role offers a unique opportunity to launch your career in the financial services industry.">">Compensation">">The estimated salary for this position is $43,000 per year, based on the location and responsibilities.">">Job Responsibilities">">You will participate in a comprehensive program to develop the skills required to provide holistic...
-
Senior Financial Auditor
5 days ago
Miami, Florida, United States Creative Financial Staffing Full timeInternal Audit Role with Growth OpportunitiesThe company has been on the Fortune 500 list for over 66 years, consistently ranking in the top 100. In 2021, it was ranked as one of the World's Most Admired Companies by Fortune.This is an exciting opportunity to work with a innovative management team and contribute to the company's continued growth.As an...
-
Customer Service Representative
5 days ago
Miami, Florida, United States Seacoast Bank Full timeSeacoast Bank: Senior Teller PositionWe are seeking a skilled and dedicated Customer Service Representative to join our team as a Senior Teller at Seacoast Bank. As a key member of our branch, you will be responsible for providing exceptional customer service while handling cash transactions and managing day-to-day operations.Job Summary:The successful...
-
Financial Services Liaison
6 days ago
Miami, Florida, United States Educational Federal Credit Union Full timeJob OverviewWe are seeking a highly skilled Financial Services Liaison to join our team at Educational Federal Credit Union. In this role, you will be responsible for providing exceptional member service by serving as a consultant to members on a wide variety of deposit and loan transactions/inquiries.This is a fantastic opportunity to work in the education...
-
Financial Services Director
4 days ago
Miami, Florida, United States BridgePoint Investment Inc Full timeAbout BridgePoint Investment Inc.We are a boutique consulting firm dedicated to providing exceptional back-office services, consulting, and finance solutions to small and mid-size businesses (SMEs). Our mission is to foster growth and development in our clients' businesses, positioning them as leaders within their sectors.Job OverviewWe are seeking an...
-
Financial Audit Professional
6 days ago
Miami, Florida, United States Brilliant Financial Search - FL Full timeBrilliant Financial Search is proud to present a remarkable opportunity for a seasoned Financial Audit Professional to join our team in Miami. As a key member of our accounting and finance practice, you will play a pivotal role in delivering exceptional audit services to our clients.About the RoleThis Hybrid position involves working on various operational...
-
Senior Financial Services Consultant
5 days ago
Miami, Florida, United States New York Life Insurance Company Full timeAbout the RoleWe are seeking a highly motivated and experienced Senior Financial Services Consultant to join our team at New York Life Insurance Company. As a key member of our sales force, you will be responsible for building and maintaining relationships with clients, providing personalized financial solutions, and driving business...
-
Financial Services Specialist
6 days ago
Miami, Florida, United States Humanidei Full timeAt Humanidei, we're seeking a skilled Financial Services Specialist to join our dynamic lending team. Based in Miami, Florida, this role offers a competitive salary of $60,000 - $80,000 per year.About the RoleThis is an exceptional opportunity for a motivated individual to originate and process consumer and mortgage loans, providing top-notch service to our...
-
Career Launchpad: Financial Advisor
7 days ago
Miami, Florida, United States Mutual of Omaha Full timeCompany OverviewMutual of Omaha is a renowned leader in the financial services industry, dedicated to empowering individuals to achieve long-term success. With a rich history of innovation and commitment to excellence, our organization has established itself as a trusted partner for those seeking holistic financial solutions.Salary and BenefitsThe...
-
Financial Services Team Lead
7 days ago
Miami, Florida, United States First Citizens Bank Full timeJob Title: Financial Services Team LeadLocation: Miami, Jacksonville, or OrlandoCompany OverviewFirst Citizens Bank is a leading financial institution dedicated to providing exceptional customer service and innovative banking solutions. Our team of experts is committed to helping individuals and businesses achieve their financial goals.Job DescriptionWe are...