Current jobs related to Financial Services Expert - West Palm Beach, Florida - Amerantbank

  • Financial Services Manager

    24 hours ago

    West Palm Beach, Florida, United States Creative Financial Network Full time

    **Job Title:** Junior Financial Consultant**Company Overview:** Creative Financial Network is a leading provider of innovative financial solutions. Our team is dedicated to helping individuals achieve their financial goals.**Job Description:** As a Junior Financial Consultant, you will be responsible for developing and managing investment portfolios for our...

  • Financial Services Representative

    15 hours ago

    West Palm Beach, Florida, United States Truist Financial Corporation Full time

    **Job Overview:**We are seeking a highly skilled Universal Banker to join our team at Truist Financial Corporation. As a key member of our banking operations, you will play a crucial role in delivering exceptional client service and ensuring the timely and efficient completion of client transactions.**Key Responsibilities:**Provide accurate and detailed...

  • Expert Financial Advisors Wanted

    3 days ago

    Palm Beach Gardens, Florida, United States Evershore Financial Group Full time

    About Us">We are Evershore Financial Group, a leading provider of comprehensive wealth management solutions.We are committed to helping our clients achieve their financial goals through personalized service and expert advice.What We Offer">A collaborative and supportive work environment that encourages growth and development.A competitive compensation...

  • Financial Services Coordinator

    2 days ago

    West Palm Beach, Florida, United States Empower Full time

    About the RoleAs an Outbound Coordinator, you will be the face of Empower's customer engagement efforts, utilizing your exceptional communication and organizational skills to ensure a high completion rate for appointments. You will work closely with our financial consultants to provide customers with expert guidance and support, helping them navigate our...

  • Financial Support Specialist

    5 days ago

    West Palm Beach, Florida, United States Magellan Financial & Insurance Services, Inc. Full time

    Salary and Benefits:The compensation for this role includes $50,000 + Bonuses, offering a competitive remuneration package that reflects your value to our organization.Key Responsibilities:Deliver exceptional client service by responding promptly to inquiries, resolving issues, and providing support related to financial products and services.Efficiently...

  • Consolidated Financial Reporting Expert

    7 hours ago

    West Palm Beach, Florida, United States Good Greek Moving and Storage Full time

    Consolidated Financial Reporting ExpertWe are seeking a highly motivated and experienced staff accountant to join our team as a Consolidated Financial Reporting Expert. The successful candidate will be responsible for preparing and reviewing consolidated financial statements, managing intercompany transactions and elimination entries, and ensuring accurate...

  • Financial Services Vice President

    4 days ago

    West Palm Beach, Florida, United States Empower Full time

    About UsWe are Empower, a company passionate about empowering individuals to take control of their financial futures. Our team of experts provides innovative solutions to help customers achieve their goals, whether it's saving for retirement, investing in the stock market, or simply making ends meet.Our Mission:We aim to deliver exceptional customer...

  • Data Driven Financial Expert

    1 day ago

    West Palm Beach, Florida, United States Island Hospitality Full time

    **The Ideal Candidate**We are looking for a talented Financial Analyst to join our team at Island Hospitality. The ideal candidate will have prior experience in financial analysis within the hospitality industry and possess expert-level analytical and financial modeling skills. You will also need to be highly self-motivated, able to work independently, and...

  • Financial Services Consultant

    4 days ago

    Palm Beach, Florida, United States First Horizon Bank Full time

    About the OpportunityFirst Horizon Bank is seeking a Financial Services Consultant to join our team. In this role, you will be responsible for providing expert financial advice and guidance to clients.Primary ResponsibilitiesDevelop and implement tailored financial plansCollaborate with internal teams to deliver comprehensive solutionsStay current on...

  • Financial Services Professional

    5 days ago

    Palm Beach, Florida, United States First Horizon National Corporation Full time

    **Job Summary:**The Commercial Lending Expert will provide credit analysis support for assigned lending relationships, including financial statement analysis, credit risk assessment, and loan structuring.**Responsibilities Include:**Interpreting financial statements and providing financial analysis support.Working with Portfolio Managers to monitor and...

  • Financial Services Representative

    4 days ago

    West Palm Beach, Florida, United States Community Choice Financial Family of Brands Full time

    **Job Description**We are seeking a skilled Financial Services Representative to join our team. In this role, you will be responsible for reviewing, validating, and processing customer transactions with accuracy.You will also work closely with our Store Operations team to ensure that our store is running smoothly and efficiently, and that our customers have...

  • Non-Profit Financial Specialist

    2 days ago

    West Palm Beach, Florida, United States Lutheran Services Florida Full time

    About the Job: We are seeking an experienced Finance Professional to lead our financial operations and contribute to our mission-driven work. As a key member of our finance team, you will oversee all financial activities for our Head Start/Early Head Start/VPK programs and related initiatives. Key Responsibilities: Develop and manage comprehensive financial...

  • Financial Services Specialist

    18 hours ago

    West Palm Beach, Florida, United States Fisher Investments Full time

    Unlock a Rewarding Career in Financial ServicesFisher Investments is dedicated to cultivating the next generation of financial experts. As an Investment Counselor, you will play a pivotal role in helping clients achieve their long-term financial objectives.The Opportunity:This entry-level position offers a comprehensive training program that provides...

  • Client Services Associate

    6 days ago

    West Palm Beach, Florida, United States Magellan Financial & Insurance Services, Inc. Full time

    Company Overview:Magellan Financial & Insurance Services, Inc. is a dedicated team committed to excellence, integrity, and putting clients first.We foster a supportive environment where your contributions directly impact our clients' satisfaction and our team's success.Job Description:In this key role, you'll serve as the central point of contact for client...

  • Client Services Associate

    6 days ago

    West Palm Beach, Florida, United States Magellan Financial & Insurance Services, Inc. Full time

    Client Service Associate - Rubin Wealth Advisors (https://www.rubinwealthadvisors.com)Position Summary: Join Rubin Wealth Advisors as a Client Service Associate, where you'll play a pivotal role in providing exceptional support and cultivating lasting relationships with our valued clients. If you're passionate about delivering top-notch client experiences,...

  • Client Services Associate

    6 days ago

    West Palm Beach, Florida, United States Magellan Financial & Insurance Services, Inc. Full time

    Client Service Associate - Rubin Wealth Advisors () Position Summary: Join Rubin Wealth Advisors as a Client Service Associate, where you'll play a pivotal role in providing exceptional support and cultivating lasting relationships with our valued clients. If you're passionate about delivering top-notch client experiences, thrive in a dynamic environment,...

  • Physician Services Seeking Expert

    2 days ago

    West Palm Beach, Florida, United States Physician Services Full time

    We are seeking an experienced Gastroenterology Physician to join our team as an in-house GI specialist. This is an exceptional opportunity to work in a prestigious healthcare organization and contribute to the delivery of high-quality patient care.About the Role: As an in-house GI consultant, you will be responsible for providing expert consultation services...

  • Financial Expert

    22 hours ago

    West Palm Beach, Florida, United States Jet Aviation Full time

    Job OverviewWe are seeking a highly skilled Financial Analyst to join our team at Jet Aviation. As a key member of our finance department, you will be responsible for providing detailed analysis of financial performance for the US region.You will also prepare month-end financial reporting, compile and review budgets for corporate departments, and create...

  • Senior Accountant for Financial Services Firm

    7 minutes ago

    West Palm Beach, Florida, United States Jobot Full time

    About UsWe are a reputable mid-sized financial services firm based in NY and South Florida. Our company provides a dynamic environment where you can grow professionally and personally. As a Senior Tax Accountant, you'll be part of our expert team, supporting HNW clients and corps/Partnerships.Why Work with Us?We offer a range of benefits, including...

  • Private Client Services Expert

    6 days ago

    West Palm Beach, Florida, United States EisnerAmper Full time

    About Our ServicesEisnerAmper's Private Client Services team offers comprehensive support to family-owned businesses, closely held companies, and high net worth individuals. Our expertise spans Closely Held, Private Business Services, and Personal Wealth Advisory services, helping clients achieve their financial objectives.We understand the complexities of...

Financial Services Expert

1 week ago

West Palm Beach, Florida, United States Amerantbank Full time
Job Summary
As a Banking Specialist IV at Amerant Bank, you will play a vital role in delivering exceptional customer experiences while providing expert banking solutions. This position requires over 5 years' experience in bank sales/service environments or equivalent experience with a proven track record of meeting or exceeding sales goals.

Key Responsibilities
• Provide teller and platform-based transactions, manage lobby activity, and support mobile, online banking, and digital solutions
• Educate customers on consumer and small business products, promoting cross-selling opportunities
• Resolve customer problems, follow up to ensure expectations are met, and deliver quality customer service
• Meet or exceed sales goals, consistently acquire, retain, and expand new and existing customer relationships

Requirements
• High School or GED required; AA or Bachelor's Degree preferred
• Over 5 years' experience in bank sales/service environments or equivalent experience
• Team player with excellent communication, problem-solving, and time management skills
• Basic office and mathematics skills, as well as advanced writing, listening, and presentation skills

About Amerant Bank
Amerant Bank is dedicated to delivering a customer experience that's unlike any other. We value our employees and strive to create a positive work environment.