Top 22 Private banker Jobs in Florida

Private Banker Team Lead
Anthem Bank & Trust —Coral Gables, FL
- Full-time
- CPA
- Customer service
- Office
- Health insurance
- Dental insurance
Quick Apply
14d
Private Banker
Anthem Bank & Trust —Coral Gables, FL
- Full-time
- Mid-level
- Analysis skills
- Team management
- Health insurance
- Dental insurance
Quick Apply
14d
Private Banker
First Citizens Bank —Fort Lauderdale, FL
- Full-time
- Office
- 8 years
- High school diploma or GED
Senior Latam Private banker
Avior Executive Search —Miami, FL
- Full-time
- Senior level
Quick Apply
Senior Private Banker
Avior Executive Search —Orlando, FL
- $165,000 - $225,000 a year
- Full-time
- 7 years
- Bachelor's degree
- Senior level
Quick Apply
Private Banker
Banco Sabadell —Miami, FL
- Math
- Financial services
- Senior level
Quick Apply
3d
Technical Lead Product Designer - AI Private Banker
Nubank —Miami, FL
- Full-time
- Hybrid work
- Management
- English
- Office
- AD&D insurance
- Relocation assistance
Quick Apply
Private Banker
GTE Financial —Tampa, FL
- Full-time
- Hybrid work
- Spanish
- Microsoft Excel
- English
Senior Private Banker/Advisor
Avior Executive Search —West Palm Beach, FL
- $165,000 - $225,000 a year
- Full-time
- 7 years
- Bachelor's degree
- Senior level
Quick Apply
Private Banker & Market Leader
Central Bancompany —Naples, FL
- Finance
- Bachelor's degree
- Travel
Private Bank International - Banker / Sr Banker - Brazil Coverage - Miami
Santander Bank —Miami, FL
- $112,500 - $190,000 a year
- Spanish
- Office
- Business development
PRIVATE BANKER
FNBT BANK —Ft Walton Bch, FL
- Full-time
- Entry level
Quick Apply
12d
Director Private Banker - Colombian Market
Citi —Miami, FL
- $200,000 - $300,000 a year
- Full-time
- Hybrid work
- Spanish
- Office
- Master's degree
- Paid holidays
- Disability insurance
U.S. Private Bank - Private Banker - Vice President
JPMorganChase —Naples, FL
- Full-time
- 6 years
- Bachelor's degree
- Organizational skills
- Health insurance
- Tuition reimbursement
Private Client Banker - Sunny Isles Beach - Sunny Isles Beach, FL
JPMorganChase —Sunny Isles Beach, FL
- Weekends as needed
- Military
- Mid-level
- Office
- Health insurance
- Tuition reimbursement
VP Private Client Group Banker
Banco de Credito e Inversiones —Miami, FL
- Weekends as needed
- 5 years
- Computer literacy
- Basic math
Quick Apply
Private Client Banker - Miami Shores - Miami Shores, FL
JPMorganChase —Miami, FL
- Weekends as needed
- Military
- Mid-level
- Office
- Health insurance
- Tuition reimbursement
4d
Private Client Banker-Weston Commons South Broward- Weston, FL
JPMorganChase —Weston, FL
- Weekends as needed
- Military
- Mid-level
- Office
- Health insurance
- Tuition reimbursement
Private Client Banker - Providence and Bloomingdale - Riverview, FL
JPMorganChase —Riverview, FL
- Weekends as needed
- Military
- Mid-level
- Office
- Health insurance
- Tuition reimbursement
6d
Private Client Banker - Lakewood Ranch Northeast (New Build) - Lakewood Ranch, FL
JPMorganChase —Lakewood Ranch, FL
- Weekends as needed
- Military
- Mid-level
- Office
- Health insurance
- Tuition reimbursement
3d

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Private Banker Team Lead

Anthem Bank & Trust -
Coral Gables, FL

Quick Apply

Job Details

Full-time
14 days ago

Benefits

Health insurance
Dental insurance
401(k)
Vision insurance
401(k) matching
Life insurance

Qualifications

Investment
Sales negotiation
Financial sales
Cash flow analysis
Customer relationship building
Underwriting guidelines adherence
Underwriting
Credit risk assessment
Customer service
Banking analysis in risk and credit
Financial statement analysis
Managing clients in a lending role
Bachelor's degree
Financial report interpretation
Customer relationship management
Industry knowledge of financial regulations
Financial statement interpretation
Corporate sales environment
Productivity software

Full Job Description

Overview

Join our dynamic financial team as a Private Banker Team Lead, where you will spearhead client relationship management and drive business growth within the private banking sector. This role offers an exciting opportunity to lead a team of dedicated private bankers, deliver tailored financial solutions, and uphold the highest standards of compliance and risk management. Your expertise in banking products, financial analysis, and client service will be instrumental in fostering long-term client relationships and expanding our market presence.

Responsibilities

Lead and mentor a team of private bankers to achieve individual and collective sales targets while maintaining exceptional client service standards.
Develop and implement strategic business development initiatives to attract high-net-worth clients and deepen existing client relationships.
Oversee the underwriting process for loan applications, ensuring adherence to banking regulations and credit policies.
Conduct comprehensive financial statement analysis, cash flow assessments, and credit risk evaluations to support lending decisions.
Manage client portfolios proactively, providing personalized financial advice aligned with clients’ goals and risk profiles.
Ensure compliance with all relevant regulations including Bank Secrecy Act requirements and industry-specific financial laws.
Collaborate with cross-functional teams to upsell banking products such as loans, investment services, and cash management solutions, enhancing revenue streams.

Qualifications

Proven experience in commercial or corporate banking with a strong background in relationship management, credit analysis, and financial sales.
Deep knowledge of banking products, loan processing procedures, and financial software tools.
Demonstrated expertise in risk management, underwriting standards, and industry regulations related to financial services.
Excellent negotiation skills combined with effective client communication abilities to foster trust and loyalty.
Strong analytical skills with the ability to interpret complex financial statements and conduct cash flow analysis.
Proficiency in Microsoft Office Suite and other relevant financial software platforms.
Bachelor’s degree in finance, economics, or a related field; professional certifications such as CFA or CPA are a plus.

Embark on a rewarding career where your leadership can shape the future of private banking services! We value energetic professionals who are passionate about delivering exceptional customer experiences while adhering to rigorous compliance standards. Join us to make an impactful difference in clients’ financial journeys through innovative solutions and dedicated service excellence!

Benefits:

401(k)
401(k) matching
Dental insurance
Health insurance
Life insurance
Vision insurance

Work Location: In person

Quick Apply

Refine Your Search

private banker jobs in florida

Private Banker Team Lead

Private Banker

Private Banker

Senior Latam Private banker

Senior Private Banker

Private Banker

Technical Lead Product Designer - AI Private Banker

Private Banker

Senior Private Banker/Advisor

Private Banker & Market Leader

Private Bank International - Banker / Sr Banker - Brazil Coverage - Miami

PRIVATE BANKER

Director Private Banker - Colombian Market

U.S. Private Bank - Private Banker - Vice President

Private Client Banker - Sunny Isles Beach - Sunny Isles Beach, FL

VP Private Client Group Banker

Private Client Banker - Miami Shores - Miami Shores, FL

Private Client Banker-Weston Commons South Broward- Weston, FL

Private Client Banker - Providence and Bloomingdale - Riverview, FL

Private Client Banker - Lakewood Ranch Northeast (New Build) - Lakewood Ranch, FL

I want to receive the latest job alert for private banker in florida

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