Top 562 relationship manager Jobs in florida

Private Banking Relationship Manager I/II
Trustmark Bank —Pensacola, FL
- Full-time
- 5 years
- Mid-level
- Office
Client Relations Manager – Estate Planning & Probate
Lulich & Attorneys —Sebastian, FL
- Full-time
- Public speaking
- Mid-level
- Office
- Health insurance
- Dental insurance
Quick Apply
Dealer Relationship Manager - Indirect Auto
Cinch Auto Finance —West Palm Beach, FL
- Full-time
- Dealership
- 5 years
- Business development
- Health savings account
- Health insurance
Quick Apply
Senior Relationship Strategist - PNC Private Bank
PNC Financial Services Group —Palm Beach, FL
- Full-time
- Office
- Master's degree
- 8 years
- Wellness program
- Health savings account
Banking Relationship Specialist (Senior Relationship Banker)
Bank OZK —Aventura, FL
- Full-time
- Writing skills
- Mid-level
- High school diploma or GED
- Dental insurance
- Paid time off
Top Sales Professionals | Relationship-Based Financial Advisor Career
Northwestern Mutual —Sand Lake, FL
- $80,000 - $250,000 a year
- Full-time
- Background check
- Sales
- Business development
- Health insurance
- Dental insurance
Quick Apply
Transit Graphics Relationship Coordinator
Seifert Graphics, Inc. —Tampa, FL
- From $60,000 a year
- Full-time
- Up to 50% travel
- Customer service
- No background check
- Health insurance
- Dental insurance
Quick Apply
Senior Relationship Strategist - PNC Private Bank
PNC Financial Services Group —Sarasota, FL
- Full-time
- Office
- Master's degree
- 8 years
- Wellness program
- Health savings account
AVP Association Services Relationship Account Manager
Bank OZK —Clearwater, FL
- Full-time
- 5 years
- Writing skills
- Mid-level
- Dental insurance
- Paid time off
Owner Relations Manager
Royal Shell Vacations —Fort Myers, FL
- From $45,000 a year
- 8 hour shift
- Microsoft Word
- Background check
- Clean driving record
- Health insurance
- Dental insurance
Quick Apply
Relationship Banker - AI Trainer
DataAnnotation —Miami, FL
- $50 - $60 an hour
- Part-time
- Remote
- English
- Master's degree
- Doctor of Philosophy
Quick Apply
5d
Relationship Advisor I (Floater)
Addition Financial Credit Union —Tallahassee, FL
- Office
- Windows
- High school diploma or GED
- Profit sharing
- Paid parental leave
Quick Apply
Senior Relationship Strategist - PNC Private Bank
PNC Financial Services Group —Boca Raton, FL
- Full-time
- Office
- Master's degree
- 8 years
- Wellness program
- Health savings account
Dealer Relationship Manager - Indirect Auto
Cinch Auto Finance —Tampa, FL
- Full-time
- Dealership
- 5 years
- Business development
- Health savings account
- Health insurance
Quick Apply
Trust Relationship Manager
First Horizon Bank —Coral Gables, FL
- Full-time
- 6 years
- Office
- Bachelor's degree
- Wellness program
- Health savings account
23h
Relationship Advisor Full-Time (Parkway)
Addition Financial Credit Union —Tallahassee, FL
- Full-time
- Office
- Windows
- High school diploma or GED
- Profit sharing
- Paid parental leave
Quick Apply
Client Relationship Manager
Sunrise Landscape —Orlando, FL
- Full-time
- Clean driving record
- Pass drug screening
- Driver's License
Quick Apply
Senior Relationship Strategist - PNC Private Bank
PNC Financial Services Group —Boca Raton, FL
- Full-time
- Office
- Master's degree
- 8 years
- Wellness program
- Health savings account
Tenant Relations Manager
Pointe South, Inc. —Destin, FL
- $45,000 - $50,000 a year
- Full-time
- Mid-level
- In-person
- Health insurance
- Dental insurance
Quick Apply
2d
Relationship Banker II | North Port
Busey Bank —North Port, FL
- $21.50 - $24.00 an hour
- Full-time
- Military
- Basic math
- Mid-level
- Profit sharing
- Wellness program
Quick Apply
1d

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Private Banking Relationship Manager I/II

Trustmark Bank -
Pensacola, FL

Apply Now

Job Details

Full-time

Qualifications

Customer communication
Customer relationship building
Team leadership
Commercial lending analysis in risk and credit
Customer engagement
Financial product expertise
Industry knowledge of financial regulations
Leading team collaboration initiatives
Estate planning

Full Job Description

Overview:

Provide a concierge delivery of financial services through a superior level of hands-on contact for the “BEST” customers of the Bank. These clients are high income earners, or high net worth clients. This is accomplished through customized credit, deposit, investment, insurance, and fiduciary solutions in a team dynamic.

This position may be filled as a Level I or II. Additional responsibilities and qualifications apply.

Responsibilities:

Coordinates entire credit approval process, including loan approval within lending authority for consumer and commercial relationships, including partnering with mortgage expert. Seek advice and guidance on complex credit requests
Services a loan portfolio, including credit and collateral exceptions and past dues
Work with partners to provide deposit solutions and other retail services to meet the needs of our clients
Work with team to provide non-bank solutions to meet the clients needs: Planning, investments, insurance, and fiduciary services
Coordinate the development of new private banking business and call on potential or existing customers to develop new business and promote company services and solutions.
Maintain professional community relations, including leadership roles, to increase the bank’s visibility and new business opportunities, and to further professional development.
Provide financial and banking advice and counseling through a team approach to Trustmark’s “BEST” clients.
Perform additional duties as assigned.

Additional Responsibilites for Level II:

Cross-train, lead and develop team of associates to promote maximum productivity, engagement, succession planning and overall contribution to strategic organizational goals.

Qualifications:

Four-year college education or equivalent work experience.
5 years banking experience or related work experience to include previous lending experience
Knowledgeable of Private Banking and the bank financial products and services
Knowledge of deposit and loan products, as well as bank policy
Knowledge of document preparation and new accounts systems
Knowledge of negotiable instruments
Complete understanding of the requirements of properly securing a loan
Familiar with state and federal regulations and bank policies relating to credit
Knowledge of sales principles
Knowledge of Basic investment strategies implemented by High net worth clients
Knowledge of Basic estate planning strategies implemented by High net worth clients
Knowledge of Basic insurance strategies implemented by High net worth clients
Superior judgment in making loan decisions
Experience dealing with sophisticated clientele
Experience in recognizing and handling troubled loans and problem customers
Thorough knowledge and understanding of loan and deposit debits and credits
Strong analytical ability
Advanced interpersonal skills
Must possess effective verbal and written communication skills
Proven ability to build relationships
Customer contact and sales and service skills
Ability to work with others
Ability to lead the work of others
Prefer degree in Finance, Accounting, Insurance, Business, related field, or equivalent experience
Bank branch work preferred
Previous investment experience with 7, 63 or 66, and insurance licensure preferred

Additional Qualifications for Level II:

7 years banking experience or related work experience to include previous lending experience
Thorough knowledge of Private Banking and the bank financial products and services
Preferably commercial lending banking experience or related work

Physical Requirements/Working Conditions: Must be able to sit for long periods of time and use computer keyboard and/or mouse, while viewing computer screens.

Note: This is a brief description of this position and is not limited to those described herein. Management retains the right to add, delete or modify any of these responsibilities at any time during employment.

Trustmark Bank does not accept unsolicited resumes from agencies and/or search firms for any job postings on this site. Resumes submitted to any Trustmark Bank employee by a third-party agency and/or search firm without a valid, written search agreement signed by Trustmark, will become the sole property of Trustmark Bank. No fee will be paid if a candidate is hired for a position as a result of an unsolicited agency or search firm referral.

Apply Now

Refine Your Search

relationship manager jobs in florida

Private Banking Relationship Manager I/II

Client Relations Manager – Estate Planning & Probate

Dealer Relationship Manager - Indirect Auto

Senior Relationship Strategist - PNC Private Bank

Banking Relationship Specialist (Senior Relationship Banker)

Top Sales Professionals | Relationship-Based Financial Advisor Career

Transit Graphics Relationship Coordinator

Senior Relationship Strategist - PNC Private Bank

AVP Association Services Relationship Account Manager

Owner Relations Manager

Relationship Banker - AI Trainer

Relationship Advisor I (Floater)

Senior Relationship Strategist - PNC Private Bank

Dealer Relationship Manager - Indirect Auto

Trust Relationship Manager

Relationship Advisor Full-Time (Parkway)

Client Relationship Manager

Senior Relationship Strategist - PNC Private Bank

Tenant Relations Manager

Relationship Banker II | North Port

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