Senior B2C Banking Advisor | Grow Client Relationships
BTG Pactual
BTG Pactual is seeking a Senior B2C Banking Specialist to proactively engage with clients, understanding their banking needs and expanding relationships across diverse product offerings. This role plays a critical part in ensuring client growth and satisfaction. Responsibilities include managing deposit accounts, collaborating cross-functionally, and mentoring peers. A strong track record in client-facing financial roles and bilingual proficiency in English and Portuguese are essential for success in this position. #J-18808-Ljbffr BTG Pactual
- ...Corporate Banking Relationship Manager Senior Job ID 2025-5489 Category... ...Role Acts as the primary advisor for a portfolio of Corporate Banking clients. Develops new business relationships... ...Proven ability to build and grow client relationships in a fast...SeniorFull timeWork at office
- ...More. At City National Bank of Florida, we invest... ...and meaningful relationships thrive together. We’re... ...entrepreneurs at heart—growing fast, making an impact... ...Relationship Manager Senior, you’ll be the primary advisor for high-value corporate clients, driving business...SeniorWork at office
- ...subject-matter-expert within a traditional bank branch model. Consults with consumer and... ...financial needs and to deepen relationships. Refers customers to internal and external... ...and to identify and develop prospective clients or centers of influence. Partners with...SeniorWork at office
- A leading financial services firm located in Miami is seeking a Relationship Manager to build and maintain client relationships in banking, lending, and investments. This role requires a minimum of five years of experience in financial services, proficiency in relationship...Senior
- Northern Trust Corp is seeking an International Relationship Sr Associate in Miami, FL. This role supports Lead Relationship Managers with the daily servicing of clients and managing banking accounts. Candidates should have a relevant degree and demonstrated knowledge...SeniorWork at office
- A multinational bank is seeking an entry-level Personal Banker in Miami, FL. This role involves assisting in sales and service activities while building customer relationships and delivering exceptional client experiences. Candidates should possess strong communication...
- Regions Bank in Miami, Florida is seeking a Relationship Banker I to provide an exceptional customer experience on the cash line and assist with various transactions... ...transactions, and building relationships with clients. Benefits include paid vacation, medical coverage, 40...Full time
- ...Description: Temporary Senior Consultant - Financial... ...practices to assist clients in administering a... ...Laundering (AML) Compliance and Bank Secrecy Act (BSA) laws;... ...Build and manage relationships with Business Lines across... ...you! How You Can Grow: We will nurture your...SeniorTemporary workLocal areaWorldwide
- ...involves assisting in sales and service activities while building customer relationships. The role includes opening accounts, resolving service issues, and executing transactions in line with bank policies. Candidates should have 1-3 years of relevant experience and...
- Seacoast National Bank is seeking a Global Banking Client Advisor in Fort Lauderdale, Florida. The ideal candidate... ...regulations, and developing client relationships. Fluency in English and Spanish... ...after. This is an opportunity to grow within a respected financial institution...
- .... At City National Bank of Florida, we invest... ...careers and meaningful relationships thrive together. We’re... ...entrepreneurs at heart—growing fast, making an impact... ...The Private Wealth Advisor Senior is responsible for consulting... ...and prospective clients to identify and meet their...SeniorFor contractorsWork experience placement
- ...seeking an experienced Senior B2C Banking Specialist to join... ...proactively engaging with B2C clients to understand and... ...expanding their relationship across BTG Pactual’s... ...will act as a trusted advisor, driving client growth... ...client relationships to grow BTG Pactual’s B2C...Senior
- ...Miami. We offer Corporate Banking services to... ...the close and strategic relationship with customers, resulting in client loyalty and long-term customer... ...mission is to be Your Trusted Advisor for your personal... ...within one of the fastest growing banks in Florida. Responsibilities...SeniorPermanent employmentWork at office
$158.4k - $237.6k
...continuum of wealth clients. Citi Global... ...expertise. The Wealth Advisor is the primary advisor... ...Advisor is a senior‑level position responsible... ...existing client relationships and driving the... ..., and private banking services to optimize... ...with operations. Grow and maintain strong...SeniorFull time- Senior Private Banker Key Responsibilities Manage and grow a portfolio of high-net-worth clients by offering personalized financial... ...managers, tax and legal advisors, etc.) to deliver... ..., confidential relationships with clients and... ...in private banking or wealth management...Senior
- ...institution in Miami is looking for a Corporate Banking Relationship Manager Senior to drive business development and deliver... ...solutions for high-value corporate clients. Responsibilities include exceeding sales goals, growing the portfolio through referrals, and collaborating...Senior
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- Advisor Development Program Client Associate Merrill Wealth Management is a leading provider... ...through a personal relationship with their advisory team committed... ...Merrill coupled with the banking convenience of Bank of... ...in your success. Grow your business knowledge by...TraineeshipWork experience placementWork at officeLocal areaImmediate startShift workDay shift
- ...Private Banking High Net Worth Relationship Manager - LATAM Location: Miami, FL, US, 33131 Brand: HSBC... ...Manager, you will acquire, maintain, and grow profitable long-term relationships... ...be an exceptional team player and client focused individual. This individual will...
$158.4k - $237.6k
Citigroup Inc. is looking for a Wealth Advisor in Miami, Florida. This senior-level position involves deepening client relationships and delivering comprehensive wealth management solutions. The ideal candidate should have over 8 years of experience in financial services...Senior- ...VP, Private Banking Relationship Manager Park Avenue Group, a subsidiary of Angott Search Group... ...Relationship Manager to serve high-net-worth clients with customized banking, credit, and... ...Responsibilities: Manage and grow a portfolio of high-net-worth clients...
- ...Vice President, Private Banking Relationship Manager About the Company Prominent regional bank Industry Banking... ...candidate will be responsible for managing and growing a portfolio of high-net-worth clients, providing them with customized banking, credit, and...Bank staff
- ...Responsibilities Monitors existing lending relationships assigned to their portfolio and... ...all ongoing monitoring requirements and client deliverables as well as compliance with... ...Manager. Advanced knowledge of overall Bank policies as well as credit policy and compliance...Senior
- Regions Bank is hiring a part-time Relationship Banker I in Miami, Florida. In this role, you will provide exceptional customer experience by assisting with transactions, identifying customer needs, and educating customers on banking products. The ideal candidate should...Part time
- ...in sales and service activities while fostering customer relations. The role involves leveraging banking tools, cross-selling services, and delivering exceptional client experiences. Qualifications include a Bachelor's Degree, preferred sales experience, and NMLS registration...
- Job Overview This role engages clients in the lobby to educate and... ...service resources such as mobile banking, online banking, or ATM. The... ...excellence. Build relationships with clients to meet financial... ...applicable laws and regulations. Grow business knowledge and network...Shift workWeekend workDay shift
- ...Description This position engages clients in the lobby to educate and... ...resources such as mobile banking, online banking, or ATM. It involves... ...excellence Builds relationships with clients to meet financial... ...applicable laws and regulations Grows business knowledge and...Shift workWeekend workDay shift
- Truist is hiring for a role focused on client sales and service in Key Biscayne, Florida. The position requires at least 2 years of related experience and strong interpersonal communication skills. Responsibilities include handling client requests, sales targets, and conducting...Senior
$123.75k - $225k
Banco Santander SA is looking for a Private Banking - Sr Banker to manage affluent clients in Miami and Houston. This position requires delivering exceptional service and a proactive approach to client relationship management, focusing on clients with over $4MM in investable...Senior- ...an experienced International Relationship Manager to build and manage portfolios of affluent clients. The role involves developing... ...and ensuring compliance with banking regulations. Ideal candidates... ...provide exceptional service and grow your career in a respected financial...
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