Senior Universal Banker - Lead Client Experience & Sales
City National Bank (CNB)
City National Bank (CNB) in Miami Beach is hiring a Universal Banker to provide exceptional client service and assist with various banking transactions. The role includes cross-selling bank products, training team members, and ensuring compliance with security measures. Ideal candidates should have 5-7 years of banking experience, a strong sales background, and excellent client servicing skills. The position is essential for maintaining client satisfaction and maximizing sales opportunities. #J-18808-Ljbffr City National Bank (CNB)
- ...About the Role The Universal Banker role consist of assisting clients providing... ...Universal Banker Seniors assigned to other... ...schedule, etc. Takes a leading role when one or more... ...personalized client experience. Client services duties... ...maximizing the sales potential of every...SeniorImmediate startRemote workNight shift
- ...National Bank of Florida is looking for a Universal Banker in Miami, Florida, to assist clients with banking services while providing... ...have 2-4 years of prior banking experience, excellent client servicing skills, and a strong sales background. Responsibilities include...Suggested
- A leading banking institution in Miami seeks a Universal Banker to provide exceptional customer service and ensure accurate... ...have 2-4 years of banking experience, strong sales skills, and a keen attention... ...Responsibilities include greeting clients, processing transactions,...Suggested
- A leading financial institution in Miami Beach is seeking a Universal Banker to provide exceptional customer service and efficiently... ...have 2-4 years of banking experience and a strong sales background. Responsibilities include greeting clients, managing transactions,...SuggestedFull time
- ...National Bank (CNB) in Miami, Florida is seeking a Universal Banker to provide excellent customer service and... ...candidate will possess 5-7 years of banking experience and must demonstrate strong sales skills while assisting clients with their financial needs. This role...Senior
- ...in Miami is seeking dynamic Studio Leads to join their team. This role involves... ...customer service, assisting clients and instructors, managing sales transactions, and maintaining a welcoming... ...us to enhance the boutique fitness experience for all clients. #J-18808-Ljbffr...Flexible hours
- About the Role The Universal Banker role consists of assisting clients by providing exceptional customer... ..., personalized client experience. Client services duties... ...while maximizing the sales potential of every interaction... ...business name sales leads by “scrubbing” leads through...Immediate startRemote workNight shift
- ...is looking for an entry-level Universal Banker in Miami, Florida. This position focuses on assisting with sales activities and customer service... ...and drive sales to individual clients. Candidates should have 1-3 years of relevant experience, preferably in Retail Banking,...
- JPMorgan Chase & Co. is looking for a Senior Client Service Associate in Miami, Florida. In this role, you'll serve as the primary contact for Private Banking clients, ensuring exceptional service in a fast-paced environment. Required qualifications include 3+ years in...SeniorWork at office
$46.6k - $60.8k
Citigroup Inc. is seeking a Head Universal Banker in Miami, Florida, to... ...and external customers while leading a team of Universal Bankers... ...role involves mentoring on sales, driving compliance, and ensuring an outstanding client experience. Candidates should have 2-4...- ...transactions. The role requires strong cash handling skills and the ability to meet sales goals. The ideal candidate will have at least a high school diploma and 1-2 years of experience in a similar role. Training will be provided to new hires, with reimbursement for travel...
- ...Commercial Banker Senior The Commercial Banker Senior... ...$25 million in gross sales. This role actively collaborates... ...the bank in all client interactions and... ...documents. Organizes and leads involved sales... ...activities. 8-10 years experience in Commercial Banking....SeniorWork at office
- Citigroup Inc. is seeking an entry-level Universal Banker in Miami, Florida. In this role, you will assist with sales and account management while fostering customer relationships... ...candidates will have 1-3 years of relevant experience, strong communication skills, and a...
- Overview The Universal Banker role consists of assisting clients providing exceptional customer... ...client experience. Client Services... ...while maximizing the sales potential of every... ...business name sales leads by “scrubbing” leads... .... Job Details Seniority level: Entry level...Full timeFor contractorsRemote workNight shift
- ...National Bank of Florida is seeking a Universal Banker to provide exceptional customer service... ..., Florida. The role involves assisting clients with banking needs, processing transactions... ...Diploma or GED and demonstrate strong sales and client service skills. Benefits...
- A leading financial institution is seeking an entry-level Universal Banker in Miami, Florida. This position involves assisting with sales, handling financial transactions, and building customer loyalty... ...have 1-3 years of relevant experience, preferably in retail banking,...
$41.6k - $53.83k
The Universal Banker is an entry level position responsible for the assistance in the execution of sales, products or service activities in coordination... ...to individual consumer clients. Responsibilities Assist... ...Qualifications 1-3 years of relevant experience Previous Retail Banking...Hourly payFull timePart time- Crowe in Miami, Florida is hiring for a key role in client operations, requiring a minimum of 5 years of experience in professional services or project coordination. You will handle billing support, client set-ups, and contract drafting, along with implementing workflow...SeniorContract work
$80k - $95k
Zeta Global is looking for a Senior Client Success Manager in Miami, FL to oversee programmatic... .... This remote role requires 3+ years of experience in programmatic advertising and a strong... .... The successful candidate will lead client communications, manage active campaigns...SeniorRemote job- A retail management firm in Miami is seeking a Lead Client Advisor responsible for leading a team and ensuring exceptional customer service... ...client satisfaction. Candidates must have extensive experience in retail management and possess strong leadership, communication...Senior
- ...experienced professional to manage and deepen client relationships within the Business... ...Miami. The role requires over 4 years of experience in upper Business Banking, strong communication... ...a portfolio of commercial customers, leading advisory conversations, and engaging in...Senior
- ...Manager, Sr is a high-level banker role responsible for... ...calling on targeted potential clients Develops sales plans and strategies Works... ...college) degree and 5-8 years of experience or equivalent combination... ...Horizon Corporation is a leading regional financial services...SeniorWork at office
- CohnReznick in Miami is seeking a Tax Senior Manager to lead client engagements and ensure the delivery of quality service. Candidates should have at least 8 years of public accounting experience and a CPA designation. The role involves managing client expectations, developing...Senior
- ...Teller Line and Platform, focuses on 100% client satisfaction while maintaining... ...branch goals. Contributes to meeting branch sales goals. Cross-trains on the products and... ...EDUCATION HS Diploma or GED required EXPERIENCE Minimum of 2-3 years of cash handling...SeniorRelocation packageShift workNight shift
- ...Banking Relationship Manager Senior Job ID 2025-... ...of Corporate Banking clients. Develops new business... ...and services and leads the development of an overall... ...and manages the sales and service of financial... ...of commercial lending experience. ~ Formal credit training...SeniorFull timeWork at office
- A high-end retail company in Miami is seeking a Senior Client Advisor to achieve sales targets and foster client relationships. The role involves maintaining... ...operational tasks. Ideal candidates will have retail experience, preferably with high-end goods, and must demonstrate...Senior
- ...Design District location. The role involves ensuring safety while enhancing the customer experience at Tiffany & Co. Responsibilities include managing security operations, enhancing client relations, and maintaining store procedures. Applicants should have a high school...Afternoon shift
- A financial services company in Miami seeks an experienced client service professional to build and maintain relationships with clients... ...in finance or a related field, have over 3 years of relevant experience, and demonstrate strong organizational and communication skills...
- A leading fitness destination in Miami seeks an Assistant Front Desk Manager to be the first... ...front desk operations, welcoming clients, handling inquiries, and supporting the... ...ideal candidate has strong customer service experience, multitasking abilities, and a genuine passion...Flexible hours
- ...Senior Business Banking Relationship Manager... ...As a Business Banker, you are responsible... ...for advising these clients on their overall banking... ...client experience Generate business... ...preferred ~ Proven sales success and strong... ...Corporation is a leading regional financial...SeniorFull timeTemporary workWork experience placementLocal area
Do you want to receive more vacancies?
Subscribe and receive similar vacancies to Senior Universal Banker - Lead Client Experience & Sales. Be the first to apply!
- business banker Miami Beach, FL
- senior performance engineer Miami Beach, FL
- senior leadership Miami Beach, FL
- international tax senior Miami Beach, FL
- senior financial analyst remote Miami Beach, FL
- senior sales Miami Beach, FL
- senior vice president of operations Miami Beach, FL
- senior software engineer remote Miami Beach, FL
- senior manager creative operations Miami Beach, FL
- senior manager diversity & inclusion Miami Beach, FL

