Small Business Banker

3 weeks ago

Miami Florida, United States City National Bank of Florida Full time
Overview:
Serves small businesses with annual revenues from $250k to $5 million providing comprehensive financial solutions to our clients. Responsible for meeting 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.  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 processes transactions, adheres to strict security measures balancing procedures.  May provide loan support functions in certain offices.

 

Principal Duties & Responsibilities:

Consistently meets and/or exceeds assigned individual, team and revenue goals within a designated market and gaining complete knowledge of the business and personal financial needs of assigned clients.

Proactively seek ways to develop and expand client relationships in order to contribute towards the Bank’s success.

Develops and maintains a prospect list of potential customers. Participates in networking, outside sales efforts and cold calling as appropriate.

Acts as the face of the Bank in the community and takes appropriate leadership roles as available.

Responsible for growing the profitability of the small business client base.

Develops deposit and loan relationships.

Prospects and acquires new priority small businesses.

Retains and deepens existing relationships.

Responsible for new acquisition activities.

Analyzes client’s financial conditions and recommends financial solutions to best meet client’s business and personal needs.

Well versed in all Bank products and services to ensure relationship building opportunities and maintains strong relationships with current clients.

Identifies client needs and will coordinate/refer to other lines of business as needed including meeting referral goal expectations.

Opens and processes all types of accounts, products and/or services for clients after consulting with them on their specific needs.

Makes overdraft decisions on a daily basis, pay/return decisions using independent judgment within authority limits.

Handles general client inquiries. Reconciles client statements, confers with operations personnel regarding discrepancies in balances and other problems and works toward the proper maintenance of the account files.

Services all customer account needs: accepts deposits, cashes checks within limits as specified by bank policy, processes withdrawals, sell travelers checks, and cashier checks. Accepts loan payments, etc.

Works closely with all lines of business and other departments to deliver an integrated and seamless experience for clients.

Maintains strong product knowledge and knowledge of the marketplace. Works with other bank employees on the approval of transactions necessary for the efficient operation of the bank.

Keeps abreast of changing business trends that impact the Personal and Business Banking area and translates those rends into business opportunities.

Well versed in all Bank products and services to ensure relationship building opportunities.

Ensures compliance with the Bank’s operational and security policies and procedures so as to ensure that maximum accounting integrity and security prevails at all times.

Completes all necessary G/L tickets and balances accurately.

Ensures that reports required by Senior Management are accurate and completed on time.

Responsible for opening and closing the banking center.

Qualifications:
2 - 4 years work experience and proven outside sales experience in financial services or small business banking. 

Ability to demonstrate examples of improving specific businesses financial outcomes by interpreting financial statements and recommending specific levers to pull. 

Proven track record of prospecting new business, enhancing existing relationships and meeting or exceeding sales goals. 

Proven sales skills and client management experience. 

Must be able to assess and analyze financial conditions of clients and industry trends. 

Ability to understand and interpret financial statements and cash flow analysis.

This position requires National Mortgage Licensing System (NMLS) registration under the terms of the S.A.F.E. Act of 2008 and Regulation Z. The Mortgage Loan Originator will be subject to the required registration process, which includes a criminal background and credit check. Failure to meet or maintain any of the NMLS registration requirements, including maintaining a satisfactory criminal and credit record, may result in a rescission of your offer or termination of employment.

Education:
Bachelors degree in Business, Finance or Economics. 

Special Instructions to Candidates:
Equal Opportunity Employer/Protected Veterans/Individuals with Disabilities.

Please view Equal Employment Opportunity Posters provided by OFCCP .

The contractor will not discharge or in any other manner discriminate against employees or applicants because they have inquired about, discussed, or disclosed their own pay or the pay of another employee or applicant. However, employees who have access to the compensation information of other employees or applicants as a part of their essential job functions cannot disclose the pay of other employees or applicants to individuals who do not otherwise have access to compensation information, unless the disclosure is (a) in response to a formal complaint or charge, (b) in furtherance of an investigation, proceeding, hearing, or action, including an investigation conducted by the employer, or (c) consistent with the contractor's legal duty to furnish information. 41 CFR 60-1.35(c)

Reasonable accommodation may be made to assist individuals with disabilities to complete the online application process. Please contact our Human Resources Department at (phone number removed) or by e-mail at . 

  • Small Business Banker

    3 weeks ago

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

    Overview: Serves small businesses with annual revenues from $250k to $5 million providing comprehensive financial solutions to our clients. Responsible for meeting 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...

  • Small Business Administration Business Development Officer

    3 weeks ago

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

    Overview: The Small Business Administration (SBA) Banker II is responsible for leading business development with a primary focus on SBA lending and deposit growth while maintaining market leadership presence in the local community. The SBA Banker is responsible for aggressively soliciting and servicing prospective and current clients producing SBA 7a, 504...

  • International Banker

    4 weeks ago

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

    Overview: The International Banker is responsible for building, managing and retaining a portfolio of international affluent individuals, and entrepreneurs. The Banker expectation is to meet and exceed goals by developing new Wealth and Depository relationships from prospects and existing clients. Through a proactive need based selling approach, the banker...

  • Mortgage Banker

    2 weeks ago

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

    Overview: The Mortgage Banker is responsible for mortgage loan production throughout the assigned market. The primary source of business is self-sourced mortgage business. Acts as an advisor to potential and existing mortgage customers. Maximize production with referrals from local builders, real estate agents, contractors, affinity partners and past...

  • Personal Banker Arthur Godfrey

    2 weeks ago

    Miami Beach, United States Wells Fargo Full time

    Participate in delivery of exceptional customer experience by building relationships through proactive outreach as well as proposing appropriate products, services, and digital solutions to help customers succeed financially. Assist customers with ba Personal Banker, Art, Customer Experience, Banker, Financial, Banking, Business Services, Relationship

  • Small Business Operations Liaison

    4 weeks ago

    Ponte Vedra Beach, Florida, United States American Roll-on Roll-off Carrier Group Full time

    Overview: In this critical management role, the Small Business Operations (SBO) Liaison will work closely with the ARC leadership team to manage ARC’s small business requirements under our all contract.  This includes maximizing small business utilization by ARC and working with senior leaders in our teaming partners to ensure we are executing all...

  • Entrepreneur/Small Business Owner

    1 month ago

    Miami, United States Kalos Consulting, Inc. Full time

    Job DescriptionJob DescriptionCompany HighlightsOur client is a growing network of business owners and local offices that consists of over 50 successful B-Corp certified real estate photography businesses launched through a shared ownership model that generates wealth and empowers freedom. (This opportunity is to become a business owner, not a...

  • Small Business Advisor | Consultant

    2 weeks ago

    Miami, United States Fud Full time

    We are looking for a Small Business Advisor Consultant to conceptualize and create engaging online courses for our content creator community. If you love following trends and understand the type of content that drives engagement, you may be just the person we're looking for. The ideal candidate will be a creative thinker with a passion for entrepreneurship...

  • Small Business Advisor | Consultant

    3 weeks ago

    Miami, United States Fud Full time

    We are looking for a Small Business Advisor Consultant to conceptualize and create engaging online courses for our content creator community. If you love following trends and understand the type of content that drives engagement, you may be just the person we're looking for. The ideal candidate will be a creative thinker with a passion for entrepreneurship...

  • Sales & Service Banker

    1 month ago

    Miami, United States City National Bank of Florida Full time

    Overview The Sales & Service Banker will be responsible in servicing our clients and opening account referrals for the larger business centers in the company. Responsible for meeting the needs and expectations of clients by servicing, promoting and selling the Bank's products and services, while increasing deposits and fee incomes, reducing expenses,...

  • Business Market Leader

    3 weeks ago

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

    Overview: The Business Market Leader coordinates at a senior level with the sales team to establish, build, and sustain business banking relationships with companies with gross sales of generally less than $20mm. Responsible for the overall success and growth for assigned sales territory. Represents the Bank as the primary relationship manager with clients...

  • Senior Private Banker

    7 days ago

    Miami, United States Pacifica Continental Full time

    Location: South Miami We are seeking a highly motivated and experienced Senior Private Banker to join our growing team. In this role, you will be responsible for developing and managing relationships with high-net-worth individuals and families, providing them with comprehensive wealth management solutions and exceptional service. You will act as a trusted...

  • Director of Business Development

    2 weeks ago

    Miami, Florida, United States One Park Financial Full time

    Company Overview One Park Financial (OPF) is a fast-growing FinTech(Financial Technology) company headquartered in Coconut Grove, Florida. OPF connects small businesses with a wide variety of flexible financing and funding options to help entrepreneurs acquire the working capital they NEED to take their business to the next level. We want to work with...

  • Director Business Development Officer-CMS

    2 weeks ago

    Miami, United States First Citizens Bank Full time

    OverviewThis position facilitates growth and profitability goals for the Commercial Services Division of the Bank through an individual marketing and business development plan. Identifies relationship opportunities for prospective clients through direct calling programs, internal banking partners and leveraging centers of influence and determines best...

  • Relationship Manager

    2 weeks ago

    Miami, United States Banesco USA Full time

    Job DescriptionJob DescriptionJob TitleRelationship Manager – Business & ProfessionalFunctional TitleCommercial Banker/LenderBanesco USA is seeking a Relationship Manager – Business & Professional for our South Florida Branches Team.Primary Job DutiesResponsible for business development activities for the generation of deposits and loans for their...

  • Commercial Banker Senior

    4 weeks ago

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

    Overview: Coordinates at a senior level with the sales team to establish, build, and sustain Commercial Banking relationships with companies with gross sales of generally less than $25mm. Responsible for the overall success and growth for assigned sales territory. Represents the bank as the primary relationship manager with clients in the book of business....

  • Client Service Specialist

    2 weeks ago

    Miami, United States Banesco Full time

    Job Title Client Service Specialist - Business & Professional Functional Title Teller/Universal Banker Banesco USA is seeking a Client Service Specialist - Business & Professional for our East Doral branch. Primary Job Duties * Responsible for teller duties which include processing deposits/withdrawals, night deposit, ATM, loan repayments, cashier...

  • Manager of Business Banking

    4 weeks ago

    Jacksonville, Florida, United States First Citizens Bank Full time

    Overview: Forever Strong. What sets First Citizens apart?   Strong leadership, enduring values and a commitment to helping people and businesses prosper. As a Manager of Business Banking at First Citizens you will carry on our tradition of developing and expanding business and commercial relationships in the Jacksonville market. This is a leadership role...

  • Business Development Analyst

    4 weeks ago

    Miami, United States Arcadia Capital Full time

    About the Role:We are searching for a Business Development Analyst to support our outbound deal sourcing strategy.The Business Development Analyst will be responsible for proactively identifying and engaging executives at leading global Technology companies that are potential investment banking mandates for Arcadia Capital. Working closely with our...

  • Business Development Analyst

    4 days ago

    Miami, United States Arcadia Capital Full time

    About the Role:We are searching for a Business Development Analyst to support our outbound deal sourcing strategy.The Business Development Analyst will be responsible for proactively identifying and engaging executives at leading global Technology companies that are potential investment banking mandates for Arcadia Capital. Working closely with our...