Banking Salary in Florida, USA

As a Banking Specialist, you help create the energy and excitement around Amerant Bank products, providing the right solutions and getting products into customers’ hands. You understand that Amerant Bank is dedicated to delivering a customer experience that’s unlike any other. It starts with you discovering customers’ needs and with the support of your team members, you match those needs with the right products. Every day is an opportunity for you to turn another Amerant Bank customer into a loyal customer.Purpose of role is to provide teller and platform-based transactions, manage lobby activity and support mobile, online banking and digital solutions. In addition, provide education and knowledge of our consumer and small business products to existing and new customers.OPERATIONAL EXCELLENCE:Process all manner of financial transaction requests including but not limited to deposits, withdrawals, check cashing, issuance of cashiers’ checks.Research and resolve issues related to end of day banking center balancing.May be responsible for functions related to the day to day operation of the ATM, cash recycler, drive thru and night drop.Ability to open new accounts and perform maintenance transactions on the Bank’s platform system including debit card issuance and ongoing maintenance as well as completion of Know Your Customer requirements. Execute all operation responsibilities relative to opening and maintain all products and services.Review customers account activity to insure compliance with Bank Secrecy Act.May be responsible for the daily review of overdraft, uncollected and significant balance change reports.Ability to originate new credit requests (consumer and small business and/or residential mortgages) and respond to loan related inquiries.Follow Bank policies and procedures, as well as legal and regulatory requirements, including security and audit procedures.Adhere to all policies and procedures per Retail Banking’s operating manuals, employee handbook and all other that apply to the position functions. Ensure all regulatory requirements as well as security and audit procedures are adhered to always.Responsible for ensuring individual acts do not lead to Bank operating losses as well as escalating potential concerns that could lead to Bank loss to appropriate supervisor.Identify, evaluate, monitor and make any recommendation deemed necessary to the Risk Management Committee in order to assess, reduce, eliminate or control any current or prospective risks to earnings or capital arising from violations of, or nonconformance with, laws, rules regulations, prescribed practices, internal policies and procedures or ethical standards.Ensure preventive measures are carried out to fully comply with current rules, regulations and internal policies relating to risks pertaining to BSA, USA Patriot Act, OFAC and other AML related issues.CUSTOMER SERVICE:Act as a customer advocate to ensure we meet the needs of our customers and prospects with the intent of enhancing customer retention and engagement.Resolve customer problems and follow up to ensure customer’s expectations are met.Deliver customer experience for all segments to ensure quality customer experience every day every time.Provide quality customer service to all current and prospective customers as measured by Bank service standards.BUSINESS DEVELOPMENT:This position requires consistently meeting or exceeding sales goals as defined by management.Achieve out bound conversation expectations as defined by management.Responsible for acquiring, retaining and expanding new and existing customer relationships by providing a positive new account experience, profiling, assessing customer needs, and recommending and selling appropriate banking products and services.Take an active role in educating our customers on other banking channels to meet their needs.Responsible for learning and maintaining knowledge of Bank’s products and services.Participate in business development activities in support of the banking center market development activities as requested.Actively participate in community organizations to promote the Bank brand as well as support business development initiatives.Refer prospects and clients to other lines of business according to determined segmentation (AMTI, Commercial Banking, etc.)BANK TRANSFORMATION:Adhere to expectations defined for banking centers as defined by management.Responsible for adhering to no personal space guidelines and that the banking center is clean and free of clutter.For Transformed Banking Centers: Responsible and able to utilize all elements within a transformed banking center: Welcoming Zone, Comfort Zone, Discovery Zone, Advisor Connect, Service Spots, Teller Tower, etc.Learn and encourage usage of all digital components in the banking center by banking center guests.May be the Digital Advocate for the banking centers. Responsibilities include being an expert on the Bank’s Online Banking (personal and business) and Mobile Banking channels to be able to assist customers and promote their sale and usage. Responsible for educating other team members on digital channels.Adhere to and participate in lobby management standards including acting in the Greeter role. Greet customers/prospects in the lobby in accordance with banking center defined standards.Adhered to defined career wear standards.OTHER:Live the Bank values every day.Complete mandatory training and required responsibilities to have knowledge of complete lines of products and services.May have approval authority.May be asked to train and aid less experience banking center team members.Cooperates with superiors, peers to accomplish team and Bank goals.Ability to work in different assigned banking centers within the region.Other duties as required. Minimum Education and/or Certifications Requirements:High School or GED required. AA or Bachelor’s Degree preferred.Applicant must be NMLS registered and provide the company with their NMLS number or be willing to register in NMLS upon accepting an employment offer. Additionally, FBI Criminal Background and credit checks must be successfully passed. Minimum Work Experience Requirements: Banking Specialist IV requires over 5 years of experience in Bank sales / service environment or equivalent experience including proven sales results. Technical and/or Other Essential Knowledge: Basic report writing ability, organizational skills, telephone skills. Previous experience with Outlook, Internet and MS Office Skills, including MS Word Advanced, MS Excel Advanced and MS PowerPoint Level II required.** Applicant must be NMLS registered and provide the company with their NMLS number or be willing to register in NMLS upon accepting an employment offer. Additionally, FBI Criminal Background and credit checks must be successfully passed within the first 30 days of employment, or 30 days from the date of the upload (whichever occurs first).Functional Skills & Knowledge Requirements:Must be a team player, can work under pressure, have a professional image and be able to resolve problems and conflicts.Must be able to prioritize work and effectively manage time.Must possess basic business communications skills such as advanced writing, listening and have basic office and mathematics skills, and customer service skills.Possession of professional skills such as report writing, basic statistics, effective presentation skills and creative skills are required.Must possess sales and negotiation skills.Bilingual (English/Spanish) preferred

Position Description: Job Purpose and Scope: Drives new loan production, deposit growth, client development, and establishes new client relationships.Essential Job Functions:Develops and manages business relationships by understanding the unique needs of our customers and provides appropriate financial solutions.Drives loan production and deposit growth by proactively identifying opportunities and cross-selling Bank products and services. Identifies, pursues, and closes sales opportunities for a broad range of financial products and services.Collaborates with internal teams to ensure smooth transaction processing and client satisfaction.Delivers exceptional customer service, resolves customer issues promptly, and builds customer loyalty.Represents the Bank in the community through active participation in professional organizations and community events.Regularly exercises discretion and judgment in performance of all essential job functions.Maintains good punctuality and attendance to work.Follows Bank policy, procedures and guidelines.Knowledge, Skills & Abilities:Knowledge of the business banking market, including customer needs, competitive landscape, and regulatory environment.Knowledge of our products and services and stays informed of market trends and regulatory changes.Knowledge of financial products and services for business clients.Ability to provide exceptional customer experiences while driving growth.Ability to demonstrate a high degree of integrity and commitment to uphold the Bank's values, culture, and reputation.Ability to successfully meet sales goals in a business banking environment.Ability to communicate effectively both verbally and in writing as well as present financial information accurately.Ability to build strong relationships and influence stakeholders at all levels.Ability to demonstrate effective skills to drive growth and innovation.Ability to work effectively with all levels of management and with internal and external stakeholders at varying levels.Ability to work effectively and efficiently both as part of a team and independently, while demonstrating effective interpersonal skills.Ability to demonstrate effective strategic, critical thinking, and problem-solving skills.Ability to demonstrate effective analytical skills with the ability to assess loan risks and make sound financial decisionsAbility to prioritize and manage multiple projects and tasks simultaneously, working with both exacting deadlines and shifting demands, unforeseen events, and changing priorities.Ability to demonstrate initiative and be proactive in accomplishing work tasks and objectives.Ability to travel overnight, as needed.Skill in banking systems and software.Skill in using computer and Microsoft Office, including Word, PowerPoint and Excel. 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. Position Requirements: Basic Qualifications:Bachelor's degree in business, finance, or job-related field, or commensurate work experience, required.2+ years of experience in business banking sales and client relations, within a leadership role. Bank OZK is an equal opportunity employer and give 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.

Position Title Branch Banking - Client Consultant II - LicensedLocation Boca Raton - 645 (Boca Raton, FL)Job Summary The Branch Banking Client Consultant II - Licensed provides best in class experience by resolving concerns and providing various product details that focus on meeting the financial needs of our clients. Focuses on client management, client retention, and introductions to key bank partners (Mortgage, Business Banking) to ensure our clients have access to experts who can help them achieve their financial goals. This position will have greater lending and basic investment interactions and will participate in more complex banking conversations with clients.Job Responsibilities: (40% of time) Sales Performance: Support team efforts to achieve growth targets in financial performance (outstanding deposits, outstanding loans, non-interest income) and primary client acquisition. Actively seek and deliver the right client introductions to the right team member(s) to achieve growth targets and execute successful sales initiative.(30% of time) Client Experience: Provide positive client experience by assisting with account questions, problems and/or complaints and through research and communication resolve in a timely and effective manner. Delivers client engagement and Education. Meet behavioral activity goals as defined by Retail Leadership including, but not limited to, NextGen and marketing campaign lead calling, weekly appointments set, weekly appointments completed and needs met.(30% of time) Risk Management: Execute all sales, service, and banking transactions accurately and compliantly. Strives for no controllable losses.Performs more moderately complex special projects, and additional duties and responsibilities as required. Additional Accountabilities: Consistently adheres to regulatory and compliance policies and standards linked to the job as listed and complete required compliance trainings. Accountable to maintain compliance with applicable federal, state and local laws and regulations.Demonstrated ability to attain sales and referral goals through preset appointments and quality conversations leading to recommendations that support clients' financial goals and objectives, leveraging phone, and in-person appointments.Engage in discovery-based conversations and provide customized financial advice by referring to Financial Consultants. Job Requirements: Education level required: High School / High School Equivalency (GED, HiSET, TASC)/Foreign EquivalentMinimum experience required: 4 - 5 years customer service and sales experience, (including in the financial Services industryRequires National Mortgage Licensing System (NMLS) registration under the terms of the S.A.F.E. Act of 2008 and Regulation ZAbility to train and mentor others, including products and platform procedures Life and Health Insurance Licenses (required within the first 90 days in role. Failure to pass exam/or no attempt to take exam will result in removal from LBE program).FINRA Security Industry Essentials (SIE) (required within 90 days of passing the Life and Health Insurance exam. Failure to pass exam/or no attempt to take exam will result in removal from LBE program)FINRA License Series 6 (required within 90 days of passing Security Industry Essentials exam. Failure to pass exam/or no attempt to take exam will result in removal from LBE.

At Emprise Bank, everything we do is focused on empowering the neighborhoods, businesses, and people in our communities to thrive. We proudly work to provide extraordinary customer service and products to help our customers achieve their goals.We are looking for a Banking as a Service (BaaS) Relationship Manager to join our Innovation and Strategy team. The Banking as a Service (BaaS) Relationship Manager is responsible for strategic growth with our Emprise Embedded partners.This position is eligible for a Hybrid schedule in Wichita, KS and surrounding areas. Remote in South Dakota, Utah, Oklahoma, Missouri, and Nebraska.A successful candidate will have:Proven ability to establish and build strong relationships with our partners and internal team membersCritical and analytical thinking skillsConfident and articulate communication skillsStrong attention to detailAn understanding of and commitment to our valuesAttitude and aptitude to engage in continuous developmentEssential functions of the role:Foster partner relationships to ensure goals, strategies, and objectives are in place to support the execution of partner programsHave a strong understanding of program and regulatory constructs to support programs efficiently and effectivelyDevelop partner specific strategic plans that align with Emprise Embedded goalsCollaborate with partners on contract and pricing negotiationAdvocate partner business development ideas across EmpriseIdentify and drive new opportunities for growth and manage partner pipelinesEngage with prospective clients and identify those to pursueManage profit and loss forecasting by monitoring and assessing trends and problem areasBe a strategic thought leader for our partners on Emprise Embedded strategy, policy, products, systems, and processes to grow and develop partners and be able to challenge status quo when necessaryHave a deep understanding of all partner business, decision makers, trends in the industry, and competitionGuide internal teams to ensure alignment, efficiency, and effectivenessPrioritize work to align with partner goals and objectivesContinue to build partner relationships by holding consistent follow upsProvide reporting to stakeholders on partner agreements, programs, and pricing strategiesWork closely with Account Manager on assigned accounts to ensure alignment and collaborate on prioritization of work and support escalation of key issuesOther duties as assigned within the scope and responsibility of the jobRequirementsBachelor's degree or level of education that, together with industry experience, enables the applicant to meet the job requirementsMinimum 5-7 years of banking, Fintech, and/or new client origination experienceProven track record in customer development and retention and working with all levels of senior managementProficiency with large server-based applications and typical desktop softwareBenefitsIn addition to a competitive salary and benefits, Emprise offers professional growth, a rewarding and challenging environment, opportunities to be involved in our communities, and a culture of integrity, passion, and success. We also offer shift differential pay for bilingual candidates!At Emprise Bank, empowering people to thrive means having an all-inclusive culture that honors our commitment to all dimensions of diversity in our workforce and embraces inclusion of all people. People of color, women, LGBTQIA+, veterans, and persons with disabilities are encouraged to apply.To learn more, please visit our website at www.emprisebank.com.Emprise Bank is an EEO/AA/ADA/Veteran Employer/Member FDIC/Drug Free Workplace.Emprise Bank participates in E-Verify and will provide your Form-I 9 to the federal government to confirm authorization to work in the United States.

At Emprise Bank, everything we do is focused on empowering the neighborhoods, businesses, and people in our communities to thrive. We proudly work to provide extraordinary customer service and products to help our customers achieve their goals.We are looking for a Banking as a Service (BaaS) Relationship Manager to join our Innovation and Strategy team. The Banking as a Service (BaaS) Relationship Manager is responsible for strategic growth with our Emprise Embedded partners.This position is eligible for a Hybrid schedule in Wichita, KS and surrounding areas. Remote in South Dakota, Utah, Oklahoma, Missouri, and Nebraska.A successful candidate will have:Proven ability to establish and build strong relationships with our partners and internal team membersCritical and analytical thinking skillsConfident and articulate communication skillsStrong attention to detailAn understanding of and commitment to our valuesAttitude and aptitude to engage in continuous developmentEssential functions of the role:Foster partner relationships to ensure goals, strategies, and objectives are in place to support the execution of partner programsHave a strong understanding of program and regulatory constructs to support programs efficiently and effectivelyDevelop partner specific strategic plans that align with Emprise Embedded goalsCollaborate with partners on contract and pricing negotiationAdvocate partner business development ideas across EmpriseIdentify and drive new opportunities for growth and manage partner pipelinesEngage with prospective clients and identify those to pursueManage profit and loss forecasting by monitoring and assessing trends and problem areasBe a strategic thought leader for our partners on Emprise Embedded strategy, policy, products, systems, and processes to grow and develop partners and be able to challenge status quo when necessaryHave a deep understanding of all partner business, decision makers, trends in the industry, and competitionGuide internal teams to ensure alignment, efficiency, and effectivenessPrioritize work to align with partner goals and objectivesContinue to build partner relationships by holding consistent follow upsProvide reporting to stakeholders on partner agreements, programs, and pricing strategiesWork closely with Account Manager on assigned accounts to ensure alignment and collaborate on prioritization of work and support escalation of key issuesOther duties as assigned within the scope and responsibility of the jobRequirementsBachelor's degree or level of education that, together with industry experience, enables the applicant to meet the job requirementsMinimum 5-7 years of banking, Fintech, and/or new client origination experienceProven track record in customer development and retention and working with all levels of senior managementProficiency with large server-based applications and typical desktop softwareBenefitsIn addition to a competitive salary and benefits, Emprise offers professional growth, a rewarding and challenging environment, opportunities to be involved in our communities, and a culture of integrity, passion, and success. We also offer shift differential pay for bilingual candidates!At Emprise Bank, empowering people to thrive means having an all-inclusive culture that honors our commitment to all dimensions of diversity in our workforce and embraces inclusion of all people. People of color, women, LGBTQIA+, veterans, and persons with disabilities are encouraged to apply.To learn more, please visit our website at www.emprisebank.com.Emprise Bank is an EEO/AA/ADA/Veteran Employer/Member FDIC/Drug Free Workplace.Emprise Bank participates in E-Verify and will provide your Form-I 9 to the federal government to confirm authorization to work in the United States.

At Emprise Bank, everything we do is focused on empowering the neighborhoods, businesses, and people in our communities to thrive. We proudly work to provide extraordinary customer service and products to help our customers achieve their goals.We are looking for a Banking as a Service (BaaS) Relationship Manager to join our Innovation and Strategy team. The Banking as a Service (BaaS) Relationship Manager is responsible for strategic growth with our Emprise Embedded partners.This position is eligible for a Hybrid schedule in Wichita, KS and surrounding areas. Remote in South Dakota, Utah, Oklahoma, Missouri, and Nebraska.A successful candidate will have:Proven ability to establish and build strong relationships with our partners and internal team membersCritical and analytical thinking skillsConfident and articulate communication skillsStrong attention to detailAn understanding of and commitment to our valuesAttitude and aptitude to engage in continuous developmentEssential functions of the role:Foster partner relationships to ensure goals, strategies, and objectives are in place to support the execution of partner programsHave a strong understanding of program and regulatory constructs to support programs efficiently and effectivelyDevelop partner specific strategic plans that align with Emprise Embedded goalsCollaborate with partners on contract and pricing negotiationAdvocate partner business development ideas across EmpriseIdentify and drive new opportunities for growth and manage partner pipelinesEngage with prospective clients and identify those to pursueManage profit and loss forecasting by monitoring and assessing trends and problem areasBe a strategic thought leader for our partners on Emprise Embedded strategy, policy, products, systems, and processes to grow and develop partners and be able to challenge status quo when necessaryHave a deep understanding of all partner business, decision makers, trends in the industry, and competitionGuide internal teams to ensure alignment, efficiency, and effectivenessPrioritize work to align with partner goals and objectivesContinue to build partner relationships by holding consistent follow upsProvide reporting to stakeholders on partner agreements, programs, and pricing strategiesWork closely with Account Manager on assigned accounts to ensure alignment and collaborate on prioritization of work and support escalation of key issuesOther duties as assigned within the scope and responsibility of the jobRequirementsBachelor's degree or level of education that, together with industry experience, enables the applicant to meet the job requirementsMinimum 5-7 years of banking, Fintech, and/or new client origination experienceProven track record in customer development and retention and working with all levels of senior managementProficiency with large server-based applications and typical desktop softwareBenefitsIn addition to a competitive salary and benefits, Emprise offers professional growth, a rewarding and challenging environment, opportunities to be involved in our communities, and a culture of integrity, passion, and success. We also offer shift differential pay for bilingual candidates!At Emprise Bank, empowering people to thrive means having an all-inclusive culture that honors our commitment to all dimensions of diversity in our workforce and embraces inclusion of all people. People of color, women, LGBTQIA+, veterans, and persons with disabilities are encouraged to apply.To learn more, please visit our website at www.emprisebank.com.Emprise Bank is an EEO/AA/ADA/Veteran Employer/Member FDIC/Drug Free Workplace.Emprise Bank participates in E-Verify and will provide your Form-I 9 to the federal government to confirm authorization to work in the United States.

As a Banking Specialist IV, you help create the energy and excitement around Amerant Bank products, providing the right solutions and getting products into customers’ hands. You understand that Amerant Bank is dedicated to delivering a customer experience that’s unlike any other. It starts with you discovering customers’ needs and with the support of your team members, you match those needs with the right products. Every day is an opportunity for you to turn another Amerant Bank customer into a loyal customer. Purpose of role is to provide teller and platform-based transactions, manage lobby activity and support mobile, online banking and digital solutions. In addition, provide education and knowledge of our consumer and small business products to existing and new customers.OPERATIONAL EXCELLENCE:Process all manner of financial transaction requests including but not limited to deposits, withdrawals, check cashing, issuance of cashiers’ checks. Research and resolve issues related to end of day banking center balancing.May be responsible for functions related to the day-to-day operation of the ATM, cash recycler, drive thru and night drop. Ability to open new accounts and perform maintenance transactions on the Bank’s platform system including debit card issuance and ongoing maintenance as well as completion of Know Your Customer requirements. Execute all operation responsibilities relative to opening and maintain all products and services. Review customers account activity to ensure compliance with Bank Secrecy Act.May be responsible for the daily review of overdraft, uncollected and significant balance change reports. Ability to originate new credit requests and respond to loan related inquiries. Follow Bank policies and procedures, as well as legal and regulatory requirements, including security and audit procedures.Adhere to all policies and procedures per Retail Banking’s operating manuals, employee handbook and all other that apply to the position functions. Ensure all regulatory requirements as well as security and audit procedures are adhered to always.Responsible for ensuring individual acts do not lead to Bank operating losses as well as escalating potential concerns that could lead to Bank loss to appropriate supervisor. Identify, evaluate, monitor and make any recommendation deemed necessary to the Risk Management Committee in order to assess, reduce, eliminate or control any current or prospective risks to earnings or capital arising from violations of, or nonconformance with, laws, rules regulations, prescribed practices, internal policies and procedures or ethical standards.Ensure preventive measures are carried out to fully comply with current rules, regulations and internal policies relating to risks pertaining to BSA, USA Patriot Act, OFAC and other AML related issues.CUSTOMER SERVICE:Act as a customer advocate to ensure we meet the needs of our customers and prospects with the intent of enhancing customer retention and engagement.Resolve customer problems and follow up to ensure customer’s expectations are met.Deliver customer experience for all segments to ensure quality customer experience every day every time.Provide quality customer service to all current and prospective customers as measured by Bank service standards. BUSINESS DEVELOPMENT:This position requires consistently meeting or exceeding sales goals as defined by management.Achieve out bound conversation expectations as defined by management.Responsible for acquiring, retaining and expanding new and existing customer relationships by providing a positive new account experience, profiling, assessing customer needs, and recommending and selling appropriate banking products and services. Take an active role in educating our customers on other banking channels to meet their needs.Responsible for learning and maintaining knowledge of Bank’s products and services.Participate in business development activities in support of the banking center market development activities as requested.Actively participate in community organizations to promote the Bank brand as well as support business development initiatives.Refer prospects and clients to other lines of business according to determined segmentation (AMTI, Commercial Banking, etc.)BANK TRANSFORMATION:Adhere to expectations defined for banking centers as defined by management.Responsible for adhering to no personal space guidelines and that the banking center is clean and free of clutter.For Transformed Banking Centers: Responsible and able to utilize all elements within a transformed banking center: Welcoming Zone, Comfort Zone, Discovery Zone, Advisor Connect, Service Spots, Teller Tower, etc.Learn and encourage usage of all digital components in the banking center by banking center guests. May be the Digital Advocate for the banking centers. Responsibilities include being an expert on the Bank’s Online Banking (personal and business) and Mobile Banking channels to be able to assist customers and promote their sale and usage. Responsible for educating other team members on digital channels.Adhere to and participate in lobby management standards including acting in the Greeter role. Greet customers/prospects in the lobby in accordance with banking center defined standards. Adhered to defined career wear standards.OTHER:Live the Bank values every day.Complete mandatory training and required responsibilities to have knowledge of complete lines of products and services.May have approval authority.May be asked to train and aid less experience banking center team members.Cooperates with superiors, peers to accomplish team and Bank goals.Ability to work in different assigned banking centers within the region.Other duties as required. Minimum Work Experience Requirements:Banking Specialist IV requires over 5 years’ experience in Bank sales / service environment or equivalent experience to include sales results.Minimum Education Requirement:High School or GED required. AA or Bachelor’s Degree preferred. English required, and certain markets may require second language skills.Functional Skills & Knowledge Requirements:Must be a team player, can work under pressure, have a professional image and be able toresolve problems and conflicts. Must be able to prioritize work and effectively manage time. Must possess basic business communications skills such as advanced writing, listening and have basic office and mathematics skills, and customer service skills. Possession of professional skills such as report writing, basic statistics, effective presentation skills and creative skills are required. Must possess sales and negotiation skills.*Applicant must be NMLS registered and provide the company with their NMLS number or be willing to register in NMLS upon accepting an employment offer. Additionally, FBI Criminal Background and credit checks must be successfully passed within the first 30 days of employment, or 30 days from the date of the upload (whichever occurs first).

a prestigious global Bank, is looking for a Deposit Operations Team Lead, to be in charge of a Team of Deposit Operations AnalystsThe ideal candidate is someone who has experience performing responsibilities such as:Supervise the review and approval of signature verification on all client requests.Conduct daily oversight of teller activities, ensuring accurate check and cash balancing.Lead the coordination and processing of ACH files, adhering to NACHA guidelines for incoming and originating transactions.Manage the Bank System's case openings and follow-ups for resolving specific issues or concerns.Authorize and review all Proof of Deposit (P.O.D) entries within the Bank system.Oversee the scanning and correct document allocation to the imaging system.Facilitate the review of Exception Item Processing (EIP), including NSF, chargebacks, and the handling of check returns.Ensure prompt and accurate responses to audit requests, and oversee audit confirmations.Guide the account services team in managing customer inquiries, investigations, and inter-departmental communications.Approve transaction overrides and handle customer service requests at branch locations.Support team members in their daily operations and project execution.Lead the response to annual privacy notices and manage filings for abandoned properties.Ensure that all customer requests received through the 360 CRM are processed, analyzed, and addressed appropriately.Requirements: 5+ years of relevant experience at a Banking institutionExperience with international clientsHigh School (required) or higher education (preferred) Language: English and Spanish (required)Supervisory, managerial or Team lead experience (required)

Personal Banking Officer Location US-FL-Miami ID 2024-2178 Category Customer Service/Support Position Classification Onsite Overview Personal Banking Officer - (Brickell Branch) provides personalized support in all phases of customer service, client relationship building, and account maintenance to a Branch Manager or Relationship Manager. Responsible for acquiring, managing and growing relationships; executing sales activities for new and existing customers. Responsibilities Will perform a wide range of services with customer transactions, including document preparation, account servicing/maintenance, loans, credit analysis, overdrafts, return item processing, customer service inquiries and other general administrative support. Profile all customers to ensure KYCs are updated and completed in a timely manner; in order to comply with established BSA/AML requirements. Provide excellent customer service to new and existing customers in person and by phone. Will also assist the Operation Officer with operational matters as needed Qualifications Bachelor's Degree in Business Administration (Finance or Accounting preferred) with two (2) to three (3) years of banking experience, directly related to servicing customers in retail banking branch operations, or Two Year College Degree with a minimum of four (5) years of banking experience required, directly related to servicing customers in retail banking branch operations; or Equivalent combination of education and experience. Must be able to understand and implement job related policies and procedures. Must be knowledgeable of internal bank operations (wire transfers, debits/credits and loan payments) and of banking products to cross-sell. Must possess excellent verbal and written communication skills, interpersonal and organizational skills. Computer knowledgeable in MS Office Software, (Excel, Word, and Outlook). Experience working in a team (sales and service), and high quality service advocacy. Knowledge on the completion of KYC is required. Comprehension of banking laws and applicable compliance regulations is required. Insurance training, underwriting, BSA Compliance, Ethics, Legal Aspects of Banking (involving real estate closings and loans on default) is preferred. Job Posting Locations In this role you can work onsite from Miami, Florida, United States Options Apply Apply Share Submit a Referral Refer Sorry the Share function is not working properly at this moment. Please refresh the page and try again later.Share on your newsfeed

Position Title Branch Banking - Client Consultant II - LicensedLocation Sunrise - 634 (Sunrise, FL)Job Summary The Branch Banking Client Consultant II - Licensed provides best in class experience by resolving concerns and providing various product details that focus on meeting the financial needs of our clients. Focuses on client management, client retention, and introductions to key bank partners (Mortgage, Business Banking) to ensure our clients have access to experts who can help them achieve their financial goals. This position will have greater lending and basic investment interactions and will participate in more complex banking conversations with clients.Job Responsibilities: (40% of time) Sales Performance: Support team efforts to achieve growth targets in financial performance (outstanding deposits, outstanding loans, non-interest income) and primary client acquisition. Actively seek and deliver the right client introductions to the right team member(s) to achieve growth targets and execute successful sales initiative.(30% of time) Client Experience: Provide positive client experience by assisting with account questions, problems and/or complaints and through research and communication resolve in a timely and effective manner. Delivers client engagement and Education. Meet behavioral activity goals as defined by Retail Leadership including, but not limited to, NextGen and marketing campaign lead calling, weekly appointments set, weekly appointments completed and needs met.(30% of time) Risk Management: Execute all sales, service, and banking transactions accurately and compliantly. Strives for no controllable losses.Performs more moderately complex special projects, and additional duties and responsibilities as required. Additional Accountabilities: Consistently adheres to regulatory and compliance policies and standards linked to the job as listed and complete required compliance trainings. Accountable to maintain compliance with applicable federal, state and local laws and regulations.Demonstrated ability to attain sales and referral goals through preset appointments and quality conversations leading to recommendations that support clients' financial goals and objectives, leveraging phone, and in-person appointments.Engage in discovery-based conversations and provide customized financial advice by referring to Financial Consultants. Job Requirements: Education level required: High School / High School Equivalency (GED, HiSET, TASC)/Foreign EquivalentMinimum experience required: 4 - 5 years customer service and sales experience, (including in the financial Services industryRequires National Mortgage Licensing System (NMLS) registration under the terms of the S.A.F.E. Act of 2008 and Regulation ZAbility to train and mentor others, including products and platform procedures Life and Health Insurance Licenses (required within the first 90 days in role. Failure to pass exam/or no attempt to take exam will result in removal from LBE program).FINRA Security Industry Essentials (SIE) (required within 90 days of passing the Life and Health Insurance exam. Failure to pass exam/or no attempt to take exam will result in removal from LBE program)FINRA License Series 6 (required within 90 days of passing Security Industry Essentials exam. Failure to pass exam/or no attempt to take exam will result in removal from LBE.