Top 328 banking relationship manager Jobs in fort lauderdale fl

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PNC Financial Services Group —Miami, FL
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PNC Financial Services Group —Aventura, FL
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Business Banking Specialist
PNC Financial Services Group —Delray Beach, FL
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Business Banking Specialist
PNC Financial Services Group —Miami, FL
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Loan & Deposit Operations Specialist, Banking Operations

Safra National Bank of New York -
Miami, FL

Quick Apply

Job Details

Full-time
5 days ago

Qualifications

Opening bank accounts
Computer operation
Customer communication
Teamwork
Loan payment processing
Financial data reconciliation
Compliance with loan regulations
Serving clients
Word processing
Spreadsheets
Regulatory compliance
High school diploma or GED
Payment Processing Systems
Bachelor's degree
Continuous improvement
AS400
ACH
Business Administration
Time management

Full Job Description

About Safra National Bank

Safra National Bank of New York ("Safra National") is a nationally chartered U.S. Bank supervised by the Office of the Comptroller of the Currency and member of the Federal Reserve and the Federal Deposit Insurance Corporation (“FDIC”). Headquartered in New York, with branches in Florida, Massachusetts, California, and representative offices in Brazil, Chile, Mexico, and Panama, Safra National Bank is a leading private bank with a devoted team of relationship managers serving many sophisticated U.S. and international high net worth clients.

Description

The Operations Specialist in Banking Operations plays a crucial role in ensuring the efficient functioning of the bank’s operational processes mainly tied to Jack Henrry and IBanking entries and maintenance, ACH processing and loan and deposits new accounts and maintenances. This position involves handling day to day back-office functions, including payment processing, reconciliations, account maintenance, and internal customer support, with a focus on accuracy, completeness, compliance, and timeliness. Resource must be able to multi-task between back-office duties and customer service duties. Must be able to work under pressure.

Key Responsibilities

1. Loan Processing:

Input and update loan information into the bank’s systems.

Ensure accuracy and compliance with loan documentation and regulatory requirements.

2. Non-Post and Check Discrepancy Processing:

Investigate and resolve check discrepancies, non-post transactions, and exceptions.

3. Customer Service:

Provide internal support to account officers by addressing inquiries and resolving operational issues promptly.

4. Account Maintenance:

Process internal maintenance tasks, including opening deposit accounts, maintaining loan and deposit accounts, updating fee schedules, and executing other manual entries.

5. Credit Card Reconciliation:

Reconcile OSAB credit card transactions, ensuring accuracy and resolution of discrepancies.

6. Loan/ Time Deposit/ DDA Management:

Input and update manual interest rate changes, account updates, and other maintenances, ensuring accuracy and adherence to bank policies.

7. Payment Processing:

Process all type of payment postings.

Resolve issues related to payment discrepancies in a timely manner.

8. General Ledger (GL) Management:

Perform daily and monthly general ledger reconciliations to ensure accuracy and compliance.

Post manual journal entries as required.

9. ACH Processing and Core Onboarding

Monitor and reconcile daily ACH processing for incoming and outgoing items.

Onboard & maintain ACH client profiles in the bank’s core system.

Onboard & maintain Wire client profiles in the bank’s core system.

Qualifications

1. Education:

Bachelor’s degree in Finance, Accounting, Business Administration, or a related field (or equivalent experience with H.S. Diploma).

2. Experience:

1-2 years of experience in banking operations or back-office roles tied to loan and deposits account opening, payments and maintenances.

Familiarity with loan and deposits accounts, check and ACH processing, reconciliations, and general ledger management.

Knowledge of retail banking products and services a plus

Effective oral, written, and interpersonal communication skills with the ability to carry out instructions, instruct others, understand procedures, and to speak clearly to customers and co-workers.

Punctuality and an appropriate sense of time commitment and time management skills.

Self-motivation.

An awareness of professional behavior an ability to always conduct oneself in an appropriate and professional matter.

3. Skills:

Strong attention to detail and problem-solving abilities.

Proficiency in banking software and systems

Excellent communication skills for internal customer interactions.

Ability to manage multiple tasks and meet deadlines

Intermediate skills in computer operations, word processing, and spreadsheet and account opening software. Jack Henry AS400

4. Competencies:

Knowledge of banking regulations and compliance standards.

Analytical mindset to identify and address discrepancies.

Team player with a focus on collaboration and continuous improvement.

Performance Metrics

Accuracy in processing and reconciliations.

Timeliness in resolving discrepancies and providing support.

Adherence to regulatory and compliance requirements.

Internal customer satisfaction levels.

Work Environment

Office-based with standard banking hours.

May involve occasional overtime during month-end or peak operational periods.

Safra National Bank is an Equal Employment Opportunity

Application Question(s):

What are your salary expectations?

Location:

Miami, FL 33180 (Required)

Ability to Commute:

Miami, FL 33180 (Required)

Work Location: In person

Quick Apply

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I want to receive the latest job alert for banking relationship manager in fort lauderdale fl

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