Top 166 Banking advisor Jobs in Miami, Fl

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
11d
Consumer Banking Relationship Specialist (Relationship Banker)
Bank OZK —Miami, FL
- Full-time
- Writing skills
- Mid-level
- High school diploma or GED
- Dental insurance
- Paid time off
Senior Client Advisor - Brickell
Seacoast Bank —Miami, FL
- Weekends as needed
- Office
- High school diploma or GED
- Mentoring
Quick Apply
Senior Client Advisor - Kendall
Seacoast Bank —Miami, FL
- Weekends as needed
- Mid-level
- Office
- High school diploma or GED
Quick Apply
Asset & Wealth Management - Miami - Associate, Non-Self-Sustaining Advisor - 9716987
Goldman Sachs —Miami, FL
- Spanish
- English
- Mid-level
- Disability insurance
- Health insurance
Financial Advisor - Ft. Lauderdale/Miami/Boca Raton
Thrivent —Miami, FL
- Background check
- Mid-level
- Business development
- Paid training
- AD&D insurance
Quick Apply
Project Manager
MJ Boyd Consulting —Miami, FL
- 5 years
- Writing skills
- Office
Quick Apply
Financial Advisor, Fast Track to Management - Career Transition
New York Life —Miami, FL
- $60,000 - $150,000 a year
- Full-time
- Hybrid work
- Background check
- Business development
- Bachelor's degree
- Paid training
- Health savings account
Quick Apply
Sr. Loan Officer
Newrez —Florida
- $15,080 - $60,000 a year
- Mid-level
- 2 years
- Communication skills
- Paid parental leave
- Health savings account
Quick Apply
4d
Luxury Sales Representative - Weston Hard Rock Casino
Weston Jewelers - Hard Rock Casino —Fort Lauderdale, FL
- $50,000 - $125,000 a year
- Full-time
- Background check
- Hospitality
- Mid-level
- Health insurance
- Dental insurance
Quick Apply
4d
Head of Finance
TalentoHCM —Coral Gables, FL
- Hybrid work
- CPA
- Finance
- Bachelor's degree
- Disability insurance
- Health insurance
Quick Apply
Banking Business Analyst
City National Bank of Florida —Coral Gables, FL
- Full-time
- Microsoft Excel
- Microsoft Outlook
- 5 years
Relationship Banker
First Horizon Bank —Miami Beach, FL
- Monday to Friday
- Mid-level
- Office
- High school diploma or GED
- Wellness program
- Health savings account
Private Wealth Client Associate
Bank of America —Miami, FL
- Full-time
- Microsoft Word
- Microsoft Excel
- Writing skills
Financial Solutions Advisor Registration Candidate - South Broward / North Dade Market
Bank of America —North Miami Beach, FL
- Full-time
- Background check
- Mid-level
- Office
- Opportunities for advancement
Financial Advisor / Wealth Advisor
Agius & Partners —Miami, FL
- $100,000 - $450,000 a year
- Full-time
- Office
- Business development
- Senior level
Quick Apply
Business Banking Treasury Management Advisor - Relationship Manager I
PNC Financial Services Group —Plantation, FL
- Full-time
- Customer service
- Mid-level
- Office
- Wellness program
- Health savings account
11d
Financial Advisor
First Command Financial Services, Inc. —Miami, FL
- Choose your own hours
- Military
- Mid-level
- Bachelor's degree
- Paid training
Wealth Management Services Specialist Senior
City National Bank of Florida —Coral Gables, FL
- Full-time
- Microsoft Excel
- Microsoft Outlook
- Data analysis skills
Banking Spec III-Floater
Amerantbank —Miami, FL
- Writing skills
- Research
- Mid-level
Quick Apply
9d

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banking advisor jobs near miami, fl

Banking Relationship Specialist (Senior Relationship Banker)

Bank OZK -
Aventura, FL

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Job Details

Full-time
11 days ago

Benefits

Dental insurance
Paid time off
Vision insurance
401(k) matching

Qualifications

Computer operation
Financial sales
High school diploma or GED
Desktop applications
Productivity software

Full Job Description

Why Bank OZK?:

Founded on a legacy of more than 120 years in banking, Bank OZK is much more than just a company. We’re nationally recognized as an industry leader in financial services. That means we combine exceptional service with innovative technologies to deliver smart solutions to our clients across the country. We’re investing in small businesses, fueling economies in local communities and changing skylines in the largest cities across America. Here, we're not simply filling roles. We're fostering even greater careers.

The foundation for a great career starts with an exceptional team and a comprehensive benefits package. We believe in providing our dedicated team members with the best resources to support their physical, mental and financial wellbeing, including generous PTO, 401(k) matching, health, dental, vision (and pet!) insurance as well as special perks and discounts. Learn more about Bank OZK benefits.

Job Purpose & Scope:

Responsible for providing sales leadership and coaching to team members, utilizing knowledge of banking products and services to build professional relationships with customers and prospects, and engaging in meaningful conversations regarding their financial needs and goals. Promote a positive, helpful, and friendly team environment and provide exceptional customer service at all times.

Essential Job Functions:

Cultivate professional relationships with customers, utilizing assessment tools and engaging customers in meaningful conversations to uncover needs, make appropriate recommendations, and submit referrals to banking center team members or line of business partners.
Utilize assessment tools to maintain detailed notes regarding customer conversations and interactions.
Open and service deposit accounts, including complex business accounts.
Originate a consumer loan portfolio.
Conduct outbound business development and community involvement activities.
Actively participate in morning huddles, calling efforts, business development, and constructive coaching conversations with leadership.
Facilitate and process account transactions accurately and efficiently to minimize errors and reduce fraud.
Demonstrate empathy and proactively resolve client concerns in a timely, professional, and positive manner, escalating issues to next level of authority, as needed.
Proactively serve as a role model for banking center team members and coach relationship-building activities.
Collaborate effectively with line of business partners to foster teamwork, exceptional customer service, and continuous learning.
Provide backup and assistance to other retail banking roles and locations, as necessary.
Model and champion the Bank’s standards for exceptional customer service.
Enthusiastically support the bank’s values and mission.
Display a high degree of integrity, trustworthiness, and professionalism at all times.
Actively promote teamwork, leading by example and taking initiative to assist others.
Complete all essential training timely.
Display enthusiasm for continuous learning, accepting and applying constructive feedback from more experienced team members.
Maintain consistently good punctuality and attendance to work.
Adhere to all Bank policies, procedures, and guidelines.

Knowledge, Skills & Abilities:

Knowledge of bank products and services (e.g., online banking, mobile banking applications, banking cards)
Knowledge of bank policies and procedures
Ability to provide excellent customer service and demonstrate a helpful, friendly, approachable, enthusiastic, and professional disposition
Ability to demonstrate confidence and act as a trusted advisor.
Ability to communicate effectively both verbally and in writing
Ability to demonstrate team player approach, capable of thriving in a continually changing environment
Ability to demonstrate critical thinking skills and accurate and efficient productivity, including attention to detail
Ability to work without close supervision
Ability to maintain confidentiality
Ability to follow policy and procedure including safety and security procedures
Ability to travel to other work locations (e.g., training, staffing shortages), as needed
Skill in using computer and Microsoft Office applications necessary to perform essential job functions

Basic Qualifications:

High school diploma or equivalent required; bachelor’s degree preferred
1+ year retail customer service and/or sales experience required
Knowledge of business and consumer products required
Knowledge of, experience with and ability to explain bank products, online banking, mobile banking applications, banking cards, etc. preferred
Proven ability to achieve sales goals and financial targets preferred
Experience in a leadership and/or coaching role strongly preferred
NMLS, or successful completion of NMLS process within 30 days of hire, required.

Job Expectations:

Operate customary equipment and technology used in a business environment, with or without accommodation.

Note: This description is not an exhaustive list of all job functions, duties, skills, and job standards required. Other job functions, duties, skills, and standards may be added. Management reserves the right to add or change the job requirements at any time.

#LI-BR1

#BRS

EEO Statement:

Bank OZK is an equal opportunity employer and gives consideration for employment to qualified applicants without regard to race, color, religion, sex, national origin, age, sexual orientation, gender identity, disability status, protected veteran status, or any other characteristic protected by federal, state, and local law. Member FDIC.

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Refine Your Search

banking advisor jobs in miami, fl

Banking Relationship Specialist (Senior Relationship Banker)

Consumer Banking Relationship Specialist (Relationship Banker)

Senior Client Advisor - Brickell

Senior Client Advisor - Kendall

Asset & Wealth Management - Miami - Associate, Non-Self-Sustaining Advisor - 9716987

Financial Advisor - Ft. Lauderdale/Miami/Boca Raton

Project Manager

Financial Advisor, Fast Track to Management - Career Transition

Sr. Loan Officer

Luxury Sales Representative - Weston Hard Rock Casino

Head of Finance

Banking Business Analyst

Relationship Banker

Private Wealth Client Associate

Financial Solutions Advisor Registration Candidate - South Broward / North Dade Market

Financial Advisor / Wealth Advisor

Business Banking Treasury Management Advisor - Relationship Manager I

Financial Advisor

Wealth Management Services Specialist Senior

Banking Spec III-Floater

I want to receive the latest job alert for banking advisor in miami, fl

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