Client Relationship Executive
2 weeks ago
Position Overview
At Bank of America, our mission is to enhance financial well-being through meaningful connections. We are committed to Responsible Growth, which reflects our dedication to serving clients, teammates, communities, and shareholders effectively.
We strive to create an inclusive and diverse workplace, recognizing that a variety of backgrounds and experiences enrich our team. Our investment in our employees and their families is evident through our competitive benefits, which support their overall well-being—physically, emotionally, and financially.
Bank of America values collaboration while also providing flexibility tailored to the diverse roles within our organization.
Joining Bank of America offers a rewarding career with opportunities for professional development and the chance to make a significant impact.
Role Summary
The Community Development Banking (CDB) division is looking for a Relationship Manager to join our dedicated team. CDB operates under the Commercial Real Estate Bank (CREB) and focuses on strengthening low- and moderate-income neighborhoods by offering financing solutions, including equity investments, to both for-profit and non-profit developers of affordable multifamily housing.
This role will support the South Community Development Banking team, engaging with affordable housing developers. The selected candidate will be responsible for promoting and coordinating the delivery of community development financing along with associated banking products and services to a diverse portfolio of clients and prospects.
Key Responsibilities:
- Develop and implement financing strategies for affordable housing projects and community revitalization efforts.
- Act as an advisor to clients, facilitating access to various banking services to meet their financial requirements.
- Maintain strong relationships with key stakeholders in the affordable housing sector, including senior leaders, CDFIs, tax credit investors, and other financial institutions.
- Conduct thorough financial analyses related to real estate projects and sponsorships.
Qualifications:
- A minimum of five (5) years of experience in Commercial Real Estate, Community Development, or LIHTC investing.
- Exceptional communication and presentation abilities.
- In-depth knowledge of real estate fundamentals, credit assessment, and underwriting processes.
- Willingness to travel as needed to support client engagements.
Education:
- A bachelor's degree or equivalent professional experience.
Work Schedule:
1st shift (United States of America)
Weekly Hours:
40
-
Client Relationship Specialist
2 weeks ago
Coral Gables, Florida, United States Citigroup Inc Full timeThe Client Relationship Specialist plays a vital role in delivering outstanding service to both internal and external clients in collaboration with the Branch team. The primary goal is to efficiently manage all service transactions (such as deposits, payments, address modifications, card replacements, disputes, etc.) and sales activities (including account...
-
Senior Client Relationship Manager
2 days ago
Coral Gables, Florida, United States PNC Full timeJob SummaryPNC is seeking a highly skilled and experienced Senior Client Relationship Manager to join our Commercial Banking team. As a key member of our organization, you will be responsible for building and maintaining strong relationships with our clients, identifying new business opportunities, and driving revenue growth.Key ResponsibilitiesClient...
-
Client Relationship Manager II
5 days ago
Coral Gables, Florida, United States PNC Bank Corp. Full timeJob Summary:As a Client Relationship Manager II at PNC Bank Corp., you will be responsible for coordinating relationship management activities with new and/or existing clients in a book of business to grow sales, revenue, and market share with relevant sales goals.Key Responsibilities:Work with clients with moderate levels of risk and complexity of...
-
Client Relationship Management Intern
2 weeks ago
Coral Gables, Florida, United States Richemont Full timeAt Richemont Americas, we strive to embody the dynamic world around us. Our commitment to diversity is reflected in our workforce, which encompasses a variety of backgrounds, experiences, and identities, fostering an inclusive community where the richness of our colleagues and clients is celebrated. We believe that when inclusion is fully embraced,...
-
Client Relationship Management Intern
2 weeks ago
Coral Gables, Florida, United States Richemont Full timeAt Richemont Americas, we strive to embody the dynamic world around us. Our commitment to diversity is reflected in our workforce, which encompasses a variety of backgrounds, experiences, and identities, fostering an inclusive community where the richness of our colleagues and clients is celebrated. We believe that when inclusion is fully embraced,...
-
Client Relations Executive
2 weeks ago
Coral Gables, Florida, United States Auro Hotels Full timeSales CoordinatorJob Category: Sales & Marketing Requisition Number: SALES02447Job OverviewAs a Sales Coordinator, you will play a pivotal role in managing both transient and group activities, ensuring that our sales efforts are streamlined and effective.Key ResponsibilitiesManage transient and group bookings efficiently.Formulate strategic action plans to...
-
Relationship Manager II
4 days ago
Coral Gables, Florida, United States PNC Full timeAbout the RolePNC is seeking a highly skilled and experienced Relationship Manager II - Commercial Banking to join our team. As a key member of our Commercial Banking organization, you will be responsible for building and maintaining strong relationships with clients, identifying new business opportunities, and providing exceptional customer service.Key...
-
Commercial Banking Relationship Manager
5 days ago
Coral Gables, Florida, United States TD Full timeJob DescriptionJob Summary:The Senior Business Development Manager will be responsible for developing and executing business strategies to drive growth and revenue for TD's commercial banking division. This role will require a strong understanding of the commercial banking industry, as well as excellent business development and relationship management...
-
Investment Client Support Specialist
2 weeks ago
Coral Gables, Florida, United States Truist Full timePosition Title: Financial Advisor AssistantCompany: Truist Financial CorporationRole Overview:Support Financial Advisors in managing client relationships, including the preparation of financial strategies, conducting investment analysis, and executing client transactions.Handle order placements as instructed by Financial Advisors and designated clients....
-
Coral Gables, Florida, United States The Hartford Full timeAbout the RoleWe are seeking an experienced Executive Director of Reinsurance Underwriting to join our team at The Hartford. As a key member of our underwriting team, you will be responsible for managing and growing our reinsurance portfolio in Latin America and the Caribbean.Key ResponsibilitiesManage and grow a profitable portfolio of new and renewal...
-
Registered Associate for Client Services
2 weeks ago
Coral Gables, Florida, United States Truist Full timePosition Title: Financial Advisor AssistantCompany: Truist Financial CorporationRole Overview:Support Financial Advisors in managing client relationships, including the preparation of financial strategies, conducting investment analysis, and executing client transactions.Handle order placements as directed by Financial Advisors and clients, addressing...
-
Client Relationship Coordinator
2 weeks ago
Cape Coral, Florida, United States Edward Jones Full timeAre you a natural at building connections, solving challenges, and thinking critically? If so, we invite you to explore this opportunity with us. At Edward Jones, we refer to our field associates as branch teams, typically consisting of two or three members. As a Branch Office Support Professional, you play a vital role alongside the financial advisor. You...
-
Client Service Associate in Brokerage
2 weeks ago
Coral Gables, Florida, United States Truist Full timePosition Title: Client Service Associate in BrokerageCompany: Truist Financial CorporationPosition Overview:Support Financial Advisors in managing client relationships, including the preparation of financial strategies, conducting investment analysis, and executing client transactions.Process orders as directed by Financial Advisors and assigned clients....
-
Client Relationship Specialist
2 weeks ago
Cape Coral, Florida, United States Wintrust Financial Full timeAbout Wintrust Financial:Wintrust is a prominent financial holding company managing approximately $50 billion in assets and publicly traded on the NASDAQ: WTFC.Our foundation is built on the "HAVE IT ALL" philosophy, combining advanced technology and the resources of a large financial institution while prioritizing personalized, service-oriented community...
-
Sales Executive
5 days ago
Coral Gables, Florida, United States Quirch Foods Full timeAbout the RoleWe are seeking a highly motivated and results-driven Sales Executive to join our team at Quirch Foods. As a Sales Executive, you will be responsible for driving business growth and revenue expansion through strategic sales initiatives and customer relationships.Key ResponsibilitiesDevelop and execute sales strategies to achieve revenue targets...
-
Client Trust Services Coordinator
1 week ago
Coral Gables, Florida, United States Truist Financial Corporation Full timePosition Overview:The role of the Fiduciary Support Specialist is crucial in providing exceptional support in the administration of personal trusts and investment portfolios for a diverse clientele. This position is designed for individuals who are bilingual in Spanish and English and will operate in a hybrid work environment.Key Responsibilities:Assist in...
-
Client Relations Specialist
5 days ago
Coral Gables, Florida, United States Raymond James Financial Services Full timeAbout Raymond James Financial ServicesWe are a leading financial services company with a rich history of excellence in the industry.Job SummaryWe are seeking a dynamic and motivated Registered Client Service Associate to join our team. As a key member of our client service team, you will be responsible for providing exceptional service to our clients,...
-
Regional Sales Executive
2 weeks ago
Coral Gables, Florida, United States Driftwood Hospitality Management at FIU Full timeJob Overview Focused on the Miami/South Florida Region. The Sales Regional Director is responsible for overseeing the sales functions of the assigned hotels. This role primarily aims to enhance profitability, foster business relationships with key prospects and major clients, and collaborate with property teams to create and execute strategies, sales...
-
Commercial Loan Client Advisor
1 week ago
Coral Gables, Florida, United States Amerant Bank Full timePosition OverviewThe Commercial Loan Client Advisor role is pivotal in supporting Relationship Managers and Portfolio Officers in their efforts to manage and enhance a diverse portfolio of commercial loans.Key ResponsibilitiesAssist in the administrative functions related to the management of commercial loan portfolios.Collaborate with Relationship Managers...
-
Director of IT Client Success
1 week ago
Coral Gables, Florida, United States InsideHigherEd Full timeJob Title: Sr. Director, IT Client SuccessCompany: InsideHigherEdJob Summary:The InsideHigherEd Department of Information Technology is seeking a full-time Sr. Director, IT Client Success to oversee IT client support services and meet the needs of enterprise users. This role entails implementing and improving IT Service Management processes, establishing Key...