Commercial Banking Specialist
7 days ago
The Business Development Officer - Portfolio Manager is a key role within Ocean Bank, responsible for driving business growth and managing portfolios comprised of deposits and commercial loans. This position requires a strong understanding of banking operations, sales, and customer relationships.
Key Responsibilities- Business Development: Generate new business opportunities, expand existing client relationships, and increase revenue through account additions and other services.
- Portfolio Management: Manage corporate loan portfolios, depository accounts, and customers' financial needs, including related depository relationships.
- Lead Generation: Develop leads and referrals, and make sales calls to cross-sell products suitable for customers' needs.
- Site Visits: Conduct site visits to meet with prospective clients and expand business relationships.
- Compliance: Ensure knowledge of all related BSA/AML and CIP customer requirements/rules.
- Education: Bachelor's Degree or equivalent in a related field of study, such as Accounting or Finance, with five years of banking-related experience in product sales and lending, or an Associate's Degree with an established portfolio of banking relationships and a minimum of seven years of banking experience in product sales and lending.
- Travel: Ability to travel and visit prospective clients within a designated area to increase depository and loan production/sales goals.
- Skills: Excellent organizational, interpersonal, verbal, and written communication skills, with a focus on providing excellent customer service. Strong sales skills and ability to sell various products. Leadership abilities to lead projects and manage people indirectly.
- Technology: Proficiency in MS Office Software, including Excel, Word, PowerPoint, and Outlook.
- Regulatory Knowledge: Knowledge of banking laws and applicable compliance regulations, including the completion of Know Your Customer (KYC) requirements.
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Manager of Commercial Banking
3 months ago
Miami, United States First Citizens Bank Full timeOverview: Stable. Family. Opportunities. Unique.Whether First Citizens Bank has been established for 120+ years or expanding our presence in your market, we invite you to be part of our story. As a Manager of Commercial Banking at First Citizens you will carry on our tradition of developing and expanding complex commercial relationships in the Miami market....
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Manager of Commercial Banking
1 month ago
Miami, United States First Citizens Bank Full timeOverview: Stable. Family. Opportunities. Unique.Whether First Citizens Bank has been established for 120+ years or expanding our presence in your market, we invite you to be part of our story. As a Manager of Commercial Banking at First Citizens you will carry on our tradition of developing and expanding complex commercial relationships in the Miami market....
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Manager of Commercial Banking
3 months ago
Miami, United States First Citizens Bank Full timeOverview: Stable. Family. Opportunities. Unique.Whether First Citizens Bank has been established for 120+ years or expanding our presence in your market, we invite you to be part of our story. As a Manager of Commercial Banking at First Citizens you will carry on our tradition of developing and expanding complex commercial relationships in the Miami market....
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Manager of Commercial Banking
3 months ago
Miami, United States First Citizens Bank Full timeOverview Stable. Family. Opportunities. Unique. Whether First Citizens Bank has been established for 120+ years or expanding our presence in your market, we invite you to be part of our story. As a Manager of Commercial Banking at First Citizens you will carry on our tradition of developing and expanding complex commercial relationships in the Miami market....
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Commercial Banking Specialist
7 days ago
Miami, Florida, United States Banesco USA Full timeJob DescriptionJob Title: Relationship Manager – Business & ProfessionalFunctional Title: Commercial Banker/LenderJob Summary:Banesco USA is seeking a Relationship Manager – Business & Professional for our South Florida Branches Team.Key Responsibilities:Business Development: Responsible for business development activities for the generation of deposits...
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Senior Commercial Banking Officer
1 week ago
Miami, United States Seacoast Bank Full timeJOB SUMMARY: The primary role of a Commercial Banker is to utilize their expertise and enthusiasm in connecting entrepreneurs and community stakeholders to foster growth and economic development. Collaborate with various business units to ensure the effective management and enhancement of the client's overall relationship with Seacoast Bank. Assess, analyze,...
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Senior Commercial Banking Professional
5 days ago
Miami, Florida, United States Seacoast Bank Full timeJob Description**Job Summary:**We are seeking a highly skilled and experienced Commercial Banking professional to join our team at Seacoast Bank. As a Commercial Banker III, you will be responsible for developing and executing business development strategies to acquire new commercial business within our market area.Key Responsibilities:Business Development:...
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Senior Commercial Banking Officer
1 week ago
Miami, United States Seacoast Bank Full timeJOB SUMMARY: The role of a Commercial Banker is pivotal in fostering connections between business proprietors and community influencers to stimulate growth and economic development. Collaborate with various business units to ensure the effective management and enhancement of the client's comprehensive relationship with Seacoast Bank. Assess, analyze,...
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Commercial Banking Coordinator II
4 months ago
Miami, United States Seacoast Bank Full timeJob DescriptionJob DescriptionJOB SUMMARY:Responsible for supporting the Commercial Banking client service channel by coordinating the activities of the assigned Bankers. Serves as a catalyst to accelerate achievement of client business goals by ensuring Commercial Bankers, clients and business partners are connected through arranged meetings, coordinating...
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Commercial Banking Coordinator II
3 months ago
Miami, United States Seacoast Bank Full timeDescription JOB SUMMARY: Responsible for supporting the Commercial Banking client service channel by coordinating the activities of the assigned Bankers. Serves as a catalyst to accelerate achievement of client business goals by ensuring Commercial Bankers, clients and business partners are connected through arranged meetings, coordinating events, business...
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Commercial Banking Coordinator II
3 months ago
Miami, United States Seacoast Bank Full timeJOB SUMMARY: Responsible for supporting the Commercial Banking client service channel by coordinating the activities of the assigned Bankers. Serves as a catalyst to accelerate achievement of client business goals by ensuring Commercial Bankers, clients and business partners are connected through arranged meetings, coordinating events, business development...
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Banking Specialist III
4 days ago
Miami, United States Amerantbank Full timeAs a Banking Specialist, you help create the energy and excitement around Amerant Bank products, providing the right solutions and getting products into customers’ hands. You understand that Amerant Bank is dedicated to delivering a customer experience that’s unlike any other. It starts with you discovering customers’ needs and with the support of...
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Commercial Banking Relationship Executive
2 weeks ago
Miami Beach, Florida, United States The Anderson Search Group Full timeCommercial Banking Relationship ExecutiveWe are thrilled to offer a remarkable opportunity to become a part of a LEADING Super-Community Bank as a Commercial Banking Relationship Executive. This institution is celebrated for its dedication to community engagement, distinctive culture, and outstanding financial resilience.Essential Qualifications:Expertise in...
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Banking Specialist IV
4 months ago
Miami, United States Amerantbank Full timeJob DescriptionJob DescriptionAs a Banking Specialist IV, you help create the energy and excitement around Amerant Bank products, providing the right solutions and getting products into customers’ hands. You understand that Amerant Bank is dedicated to delivering a customer experience that’s unlike any other. It starts with you discovering customers’...
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Commercial Banking Advisor
2 weeks ago
Miami Beach, Florida, United States City National Bank Full timeOverview:As a vital member of our team, you will cater to small enterprises with annual revenues ranging from $250,000 to $5 million, delivering a wide array of financial solutions tailored to our clients' needs. Your role will encompass meeting and exceeding customer expectations by promoting and selling the Bank's offerings, enhancing deposits and fee...
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Global Banking Specialist
1 week ago
Miami, Florida, United States City National Bank of Florida Full timeOverview:The Global Banking Specialist is tasked with cultivating, overseeing, and preserving a portfolio of high-net-worth international clients and entrepreneurs. The expectation for this role is to achieve and surpass objectives by establishing new Wealth and Depository connections from both potential and existing clientele. Utilizing a proactive,...
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Banking Center Support Specialist
2 months ago
Miami, United States City National Bank Full timeTakes an active role in meeting the needs and expectations of clients by servicing, promoting and selling the Bank's products and services. Increasing deposits and fee income, reducing expenses, maintaining and expanding superior client relations, an Support Specialist, Banking, Support, Specialist, Client Service, Client Relations, Business Services
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Comprehensive Banking Specialist
1 week ago
Miami, Florida, United States Belmont Bank & Trust Company Full timeJob OverviewBelmont Bank & Trust Company is seeking a dedicated full-time Comprehensive Banking Specialist.We provide an excellent benefits package that includes Medical, Dental, Vision Insurance; 401(k) with a 6% match, Profit Sharing, Tuition Reimbursement, Life Insurance, Personal Time Off, and more.Position Summary:The Comprehensive Banking Specialist...
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Commercial Banking Relationship Manager
5 days ago
Miami, FL , USA, United States City National Bank Full timeJob SummaryThe Homeowners Association (HOA) Relationship Manager is a key role at City National Bank, responsible for managing and developing commercial banking relationships within the Community Association industry. This position requires a strong understanding of the local market and the ability to build and expand new banking relationships.Key...
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Miami, United States Pacifica Continental Full timeAbout Pacifica ContinentalPacifica Continental is a leading financial institution that provides innovative solutions for businesses and individuals.Job SummaryWe are seeking a highly skilled Commercial Credit and Business Development Specialist to join our team in Florida. As a key member of our credit analysis team, you will be responsible for preparing...