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Showing 51 Client Relationships jobs in Miami

Business Relationship Manager I

33101 Miami, Florida JPMorgan Chase Bank, N.A.

Posted 14 days ago

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Job Description

Permanent
If you are customer focused, enjoy building relationships and providing financial advice to your clients, a role as a Business Relationship Manager is for you.

As a Business Relationship Manager I (BRM) in Business Banking, you'll be helping to improve the lives of our clients and the well-being of their businesses through financial solutions, education, and advice. You will manage a portfolio of new and existing business clients by building relationships and providing financial advice with a focus on client experience and risk management.

Job Responsibilities

  • Acquire, manage, and retain a portfolio of 70 - 90 business clients with annual revenue of $1 - $ million for your assigned branches; provide business deposit and cash management solutions and manage business credit opportunities up to approximately 500,000
  • Deliver an outstanding experience to Chase business clients by providing comprehensive and customized business banking solutions tailored to the financial needs and circumstances of their businesses
  • Use knowledge of business, finance, banking, credit, and risk management to identify, recommend, and promote solutions that best serve the client and ensure the profitability of the portfolio
  • Regularly conduct in-person calls with prospects, centers of influence (COIs), and existing clients at their places of business. Follow a disciplined relationship development process by identifying steps/strategies necessary to effectively maintain and build relationships. Regularly review processes and strategies with manager, making adjustments as needed
  • Identify and pursue potential new business clients, looking for ways to cultivate long-term, primary banking relationships
  • Identify the personal financial goals and needs of business clients; build collaborative relationships with partners across lines of business (Chase Wealth Management, Home Lending, Branch Teams) to connect clients with specialists who can help meet their financial needs
  • Provide leadership by actively supporting your assigned branches and protect the firm by following sound risk management protocols and adhering to regulatory requirements

Required qualifications, capabilities, and skills
  • Minimum of 1 year experience in a Business Banking Relationship Management role or related business lending experience
  • General business experience and knowledge of business credit, understanding of core business products and services with understanding of general business practices and how business needs vary by industry/market
  • Strong communication skills with individuals at all levels, internally and externally with the ability to build relationships with clients and internal partners
  • Balance needs of clients with associated risks and interests of the firm and recognize an issue or problem and determine when to escalate or handle independently
  • Determine and balance priorities on a daily basis to achieve business objectives with demonstrated ability to own problems on clients' behalf and follow through with commitment
  • Highly proficient in MS Office tools including Outlook, Excel, Word, and PowerPoint

Preferred qualifications, capabilities, and skills
  • Bachelor's degree in Finance or related field or equivalent work experience
  • Strong current business network

Chase is a leading financial services firm, helping nearly half of America's households and small businesses achieve their financial goals through a broad range of financial products. Our mission is to create engaged, lifelong relationships and put our customers at the heart of everything we do. We also help small businesses, nonprofits and cities grow, delivering solutions to solve all their financial needs.

We offer a competitive total rewards package including base salary determined based on the role, experience, skill set and location. Those in eligible roles may receive commission-based pay and/or discretionary incentive compensation, paid in the form of cash and/or forfeitable equity, awarded in recognition of individual achievements and contributions. We also offer a range of benefits and programs to meet employee needs, based on eligibility. These benefits include comprehensive health care coverage, on-site health and wellness centers, a retirement savings plan, backup childcare, tuition reimbursement, mental health support, financial coaching and more. Additional details about total compensation and benefits will be provided during the hiring process.

We recognize that our people are our strength and the diverse talents they bring to our global workforce are directly linked to our success. We are an equal opportunity employer and place a high value on diversity and inclusion at our company. We do not discriminate on the basis of any protected attribute, including race, religion, color, national origin, gender, sexual orientation, gender identity, gender expression, age, marital or veteran status, pregnancy or disability, or any other basis protected under applicable law. We also make reasonable accommodations for applicants' and employees' religious practices and beliefs, as well as mental health or physical disability needs. Visit our FAQs for more information about requesting an accommodation.

Equal Opportunity Employer/Disability/Veterans

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Business Relationship Manager I - Officer

33101 Miami, Florida JPMorgan Chase Bank, N.A.

Posted 18 days ago

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Job Description

Permanent
If you are customer focused, enjoy building relationships and providing financial advice to your clients, a role as a Business Relationship Manager is for you.

As a Business Relationship Manager I (BRM) in Business Banking, you'll be helping to improve the lives of our clients and the well-being of their businesses through financial solutions, education, and advice. You will manage a portfolio of new and existing business clients by building relationships and providing financial advice with a focus on client experience and risk management.

Job Responsibilities

  • Acquire, manage, and retain a portfolio of 70 - 90 business clients with annual revenue of $1 - $ million for your assigned branches; provide business deposit and cash management solutions and manage business credit opportunities up to approximately 500,000
  • Deliver an outstanding experience to Chase business clients by providing comprehensive and customized business banking solutions tailored to the financial needs and circumstances of their businesses
  • Use knowledge of business, finance, banking, credit, and risk management to identify, recommend, and promote solutions that best serve the client and ensure the profitability of the portfolio
  • Regularly conduct in-person calls with prospects, centers of influence (COIs), and existing clients at their places of business. Follow a disciplined relationship development process by identifying steps/strategies necessary to effectively maintain and build relationships. Regularly review processes and strategies with manager, making adjustments as needed
  • Identify and pursue potential new business clients, looking for ways to cultivate long-term, primary banking relationships
  • Identify the personal financial goals and needs of business clients; build collaborative relationships with partners across lines of business (Chase Wealth Management, Home Lending, Branch Teams) to connect clients with specialists who can help meet their financial needs
  • Provide leadership by actively supporting your assigned branches and protect the firm by following sound risk management protocols and adhering to regulatory requirements

Required qualifications, capabilities, and skills
  • Minimum of 1 year experience in a Business Banking Relationship Management role or related business lending experience
  • General business experience and knowledge of business credit, understanding of core business products and services with understanding of general business practices and how business needs vary by industry/market
  • Strong communication skills with individuals at all levels, internally and externally with the ability to build relationships with clients and internal partners
  • Balance needs of clients with associated risks and interests of the firm and recognize an issue or problem and determine when to escalate or handle independently
  • Determine and balance priorities on a daily basis to achieve business objectives with demonstrated ability to own problems on clients' behalf and follow through with commitment
  • Highly proficient in MS Office tools including Outlook, Excel, Word, and PowerPoint

Preferred qualifications, capabilities, and skills
  • Bachelor's degree in Finance or related field or equivalent work experience
  • Strong current business network

Chase is a leading financial services firm, helping nearly half of America's households and small businesses achieve their financial goals through a broad range of financial products. Our mission is to create engaged, lifelong relationships and put our customers at the heart of everything we do. We also help small businesses, nonprofits and cities grow, delivering solutions to solve all their financial needs.

We offer a competitive total rewards package including base salary determined based on the role, experience, skill set and location. Those in eligible roles may receive commission-based pay and/or discretionary incentive compensation, paid in the form of cash and/or forfeitable equity, awarded in recognition of individual achievements and contributions. We also offer a range of benefits and programs to meet employee needs, based on eligibility. These benefits include comprehensive health care coverage, on-site health and wellness centers, a retirement savings plan, backup childcare, tuition reimbursement, mental health support, financial coaching and more. Additional details about total compensation and benefits will be provided during the hiring process.

We recognize that our people are our strength and the diverse talents they bring to our global workforce are directly linked to our success. We are an equal opportunity employer and place a high value on diversity and inclusion at our company. We do not discriminate on the basis of any protected attribute, including race, religion, color, national origin, gender, sexual orientation, gender identity, gender expression, age, marital or veteran status, pregnancy or disability, or any other basis protected under applicable law. We also make reasonable accommodations for applicants' and employees' religious practices and beliefs, as well as mental health or physical disability needs. Visit our FAQs for more information about requesting an accommodation.

Equal Opportunity Employer/Disability/Veterans

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Business Banking Relationship Manager - Miami, FL

33149 Miami, Florida Bank of America

Posted 2 days ago

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Job Description

Business Banking Relationship Manager - Miami, FL
Key Biscayne, Florida;Miami, Florida
**To proceed with your application, you must be at least 18 years of age.**
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**To proceed with your application, you must be at least 18 years of age.**
Acknowledge ( Description:**
At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. We do this by driving Responsible Growth and delivering for our clients, teammates, communities and shareholders every day.
Being a Great Place to Work is core to how we drive Responsible Growth. This includes our commitment to being a diverse and inclusive workplace, attracting and developing exceptional talent, supporting our teammates' physical, emotional, and financial wellness, recognizing and rewarding performance, and how we make an impact in the communities we serve.
At Bank of America, you can build a successful career with opportunities to learn, grow, and make an impact. Join us!
**Job Description:**
This job is responsible for providing comprehensive financial solutions to small businesses with annual revenues up to $20 million while actively managing and deepening relationships with high value and opportunity clients. Key responsibilities include supporting growth of the profitability of the small business customer base, identifying, developing, and driving results, and acquiring new client opportunities through prospecting, networking, and developing external referral sources. Job expectations include opening core small business accounts while adhering to procedural guidelines.
**Responsibilities:**
+ Manages the end-to-end client journey to deliver on client needs and drive sales opportunities while mitigating risk
+ Identifies and refers specialized small business opportunities and solutions to clients while conducting small business relationship reviews
+ Delivers a branded customer experience within aligned sales portfolios by being in the field a minimum of 80% of the time
+ Fosters relationships with key partners such as Merchant, Practice Solutions, Treasury, and Business Banking to increase small business opportunities
+ Leverages knowledge of credit to advise small business owners on solutions, services, and digital capabilities that help them meet their short and long-term business goals
+ Supports execution of the sales delivery model to achieve targeted performance and growth of the bank's Small Business segment
+ Coaches, develops, guides, and delivers feedback to associates and clients while embodying a client and employee-centric culture
**Required Qualifications** **:**
+ The Business Banking Relationship Manager is an outside sales role and will require the incumbent to be in the field at least 80% of the time
+ Has proven success in consultative sales in financial services or in business-to-business sales
+ Ability to demonstrate examples of improving specific businesses financial outcomes by interpreting financial statements and recommending specific levers
+ Is passionate about outside sales and enjoys spending time prospecting
+ Wants to enhance existing relationships and exceed sales goals
+ Can analyze financial conditions of clients and industry trends
+ Can understand and interpret financial statements and cash flow analysis
+ Has excellent communication skills and demonstrated leadership ability
+ Enjoys partnering and negotiating with a team of bank employees to solve client issues
+ Demonstrated management of a client portfolio with focus on relationship development and deepening
+ Thorough knowledge of small business financial products and services
+ Familiarity with CRM platforms and other banking systems
**Desired Qualifications** **:**
+ Community leadership
+ Strong computer skills with an ability to multitask in a demanding environment
+ Bachelor's degree desired but not required
**Skills:**
+ Client Experience Branding
+ Client Management
+ Client Solutions Advisory
+ Customer and Client Focus
+ Pipeline Management
+ Credit Documentation Requirements
+ Financial Analysis
+ Oral Communications
+ Prioritization
+ Written Communications
+ Coaching
+ Interpret Relevant Laws, Rules, and Regulations
+ Prospecting
+ Risk Management
**Shift:**
1st shift (United States of America)
**Hours Per Week:**
40
Bank of America and its affiliates consider for employment and hire qualified candidates without regard to race, religious creed, religion, color, sex, sexual orientation, genetic information, gender, gender identity, gender expression, age, national origin, ancestry, citizenship, protected veteran or disability status or any factor prohibited by law, and as such affirms in policy and practice to support and promote the concept of equal employment opportunity, in accordance with all applicable federal, state, provincial and municipal laws. The company also prohibits discrimination on other bases such as medical condition, marital status or any other factor that is irrelevant to the performance of our teammates.
To view the "Know your Rights" poster, CLICK HERE ( .
View the LA County Fair Chance Ordinance ( .
Bank of America aims to create a workplace free from the dangers and resulting consequences of illegal and illicit drug use and alcohol abuse. Our Drug-Free Workplace and Alcohol Policy ("Policy") establishes requirements to prevent the presence or use of illegal or illicit drugs or unauthorized alcohol on Bank of America premises and to provide a safe work environment.
Bank of America is committed to an in-office culture with specific requirements for office-based attendance and which allows for an appropriate level of flexibility for our teammates and businesses based on role-specific considerations. Should you be offered a role with Bank of America, your hiring manager will provide you with information on the in-office expectations associated with your role. These expectations are subject to change at any time and at the sole discretion of the Company. To the extent you have a disability or sincerely held religious belief for which you believe you need a reasonable accommodation from this requirement, you must seek an accommodation through the Bank's required accommodation request process before your first day of work.
This communication provides information about certain Bank of America benefits. Receipt of this document does not automatically entitle you to benefits offered by Bank of America. Every effort has been made to ensure the accuracy of this communication. However, if there are discrepancies between this communication and the official plan documents, the plan documents will always govern. Bank of America retains the discretion to interpret the terms or language used in any of its communications according to the provisions contained in the plan documents. Bank of America also reserves the right to amend or terminate any benefit plan in its sole discretion at any time for any reason.
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JPMorgan Private Client Relationship Manager - Miami, FL

33101 Miami, Florida JPMorgan Chase Bank, N.A.

Posted 22 days ago

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Job Description

Permanent
Are you passionate about building and maintaining high-net-worth client relationships across banking, lending, and investments? This is a unique opportunity to manage and maintain relationships with clients by earning trust, thoroughly understanding client needs, providing targeted advice, developing thoughtful solutions and delivering an exceptional client experience.

As a Relationship Manager in Consumer and Community Banking, you will help your clients explore the full financial possibilities their wealth creates. You will be responsible for fostering and maintaining client relationships through exceptional service and targeted advice, providing a path for accessing the full breadth of JPMorganChase capabilities addressing the client's full financial picture. As part of a local team, you will collaborate with partners across various lines of business within JPMorganChase, leveraging referral networks to connect clients across all sectors. This role offers the opportunity to take initiative, act entrepreneurially, and contribute to the Bank's growth in a team environment.

Job responsibilities

  • Develop new and manage existing client relationships, providing exceptional service that exceeds expectations
  • Look for ways to cultivate and deepen long-term primary banking, investments and lending relationships, regularly conducting in-person calls with prospects and clients at their places of business and other external locations
  • Network and build strong relationships with referral sources and other centers of influence outside of the office environment to generate banking and investment leads
  • Develop strong internal partnerships across all lines of business in order to best meet client's specific needs
  • Ensure that proposed solutions fulfill clients' needs and objectives in the short, medium and long term through a holistic goals-based planning approach
  • Strictly adhere to all risk and control policies, regulatory guidelines and security measures

Required qualifications, capabilities, and skills

  • A minimum of five years of financial services or service sales experience, established high net worth referral network and strong community presence
  • Proven trusted relationship builder with a track record of delivering an exceptional client experience
  • Demonstrated success driving sales growth by focusing on deepening relationship across multiple product lines and an ability to work collaboratively in a team environment to deliver solutions for clients
  • Demonstrated understanding of investments, wealth planning, credit and banking concepts
  • Required Licenses: Series 7 and 66 (or 63 and 65). Unlicensed candidates considered, but required to obtain licenses within 150 days of start date

Preferred qualifications, capabilities, and skills

  • A bachelor's degree
  • Experience cultivating relationships through delivering Home or Business lending needs

FEDERAL DEPOSIT INSURANCE ACT:

This position is subject to Section 19 of the Federal Deposit Insurance Act. As such, an employment offer for this position is contingent on JPMorganChase's review of criminal conviction history, including pretrial diversions or program entries.

This role is located in the Miami, FL area and will report in the office.

Dodd Frank/Truth in Lending Act

This position is subject to the Dodd Frank/Truth in Lending Act qualification requirements for Loan Originators. As such, an employment offer for this position is contingent on JPMC's review of your criminal conviction history, credit report, information available through NMLS, and any other information relevant to a determination by JPMC that you demonstrate financial responsibility, good character, and general fitness for the position. Note that any felony conviction within the last seven years will disqualify you from consideration for this position. Your continued employment in this position would be contingent upon compliance with Truth in Lending Act/Dodd Frank Loan Originator requirements.

In addition, this position requires National Mortgage Licensing System and Registry (NMLS) registration under the SAFE Act of 2008. As such, upon active employment with JPMorgan Chase, you will be required to either register on NMLS, or to update your existing registration as necessary to grant access to and reflect your employment with JPMorgan Chase. Your continued employment in this position with JPMorgan Chase is contingent upon compliance with the SAFE Act, including successful registration immediately after your start date, and timely completion of annual renewal and required updates thereafter.

Any information obtained during the registration, update, and renewal processes or through NMLS notifications may impact your employment with the firm. Any of the completed information you provide during the Chase on-line application process may be transferred, on your behalf, to NMLS by JPMorgan Chase. Please carefully review the information you provide to Chase for accuracy and consistency and with any current NMLS record, if applicable, before submitting. Further information about NMLS and registration requirements of registration can be found at: is a leading financial services firm, helping nearly half of America's households and small businesses achieve their financial goals through a broad range of financial products. Our mission is to create engaged, lifelong relationships and put our customers at the heart of everything we do. We also help small businesses, nonprofits and cities grow, delivering solutions to solve all their financial needs.

We offer a competitive total rewards package including base salary determined based on the role, experience, skill set and location. Those in eligible roles may receive commission-based pay and/or discretionary incentive compensation, paid in the form of cash and/or forfeitable equity, awarded in recognition of individual achievements and contributions. We also offer a range of benefits and programs to meet employee needs, based on eligibility. These benefits include comprehensive health care coverage, on-site health and wellness centers, a retirement savings plan, backup childcare, tuition reimbursement, mental health support, financial coaching and more. Additional details about total compensation and benefits will be provided during the hiring process.

We recognize that our people are our strength and the diverse talents they bring to our global workforce are directly linked to our success. We are an equal opportunity employer and place a high value on diversity and inclusion at our company. We do not discriminate on the basis of any protected attribute, including race, religion, color, national origin, gender, sexual orientation, gender identity, gender expression, age, marital or veteran status, pregnancy or disability, or any other basis protected under applicable law. We also make reasonable accommodations for applicants' and employees' religious practices and beliefs, as well as mental health or physical disability needs. Visit our FAQs for more information about requesting an accommodation.

Equal Opportunity Employer/Disability/Veterans

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Wealth Relationship Manager SAFE Act - Key Biscayne

33149 Miami, Florida Citigroup

Posted 2 days ago

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Job Description

The Wealth Relationship Manager SAFE Act is a seasoned professional role. Applies in-depth disciplinary knowledge, contributing to the development of new techniques and the improvement of processes and workflow for the area or function. Integrates subject matter and industry expertise within a defined area. Requires in-depth understanding of how areas collectively integrate within the sub-function as well as coordinate and contribute to the objectives of the function and overall business. Evaluates moderately complex and variable issues with substantial potential impact, where development of an approach/taking of an action involves weighing various alternatives and balancing potentially conflicting situations using multiple sources of information. Requires good analytical skills to filter, prioritize and validate potentially complex and dynamic material from multiple sources. Strong communication and diplomacy skills required. Regularly assumes informal/formal leadership role within teams. Involved in coaching and training of new recruits. Significant impact in terms of project size, geography, etc. by influencing decisions through advice, counsel and/or facilitating services to others in area of specialization. Work and performance of all teams in the area directly affected by the performance of the individual.
**Responsibilities** :
+ Identify, build and deepen relationships to gain incremental wallet share of the affluent and High Net Worth segment with financial planning and excellent discovery and profiling skills.
+ Anticipate the complex financial needs of the client and offer solutions through a wide range of products, services and tools based on client profiling.
+ With the support of product specialists, intuitively recognize and understand a client's banking, credit and investment needs and goals to provide holistic financial solutions.
+ Provide regular value-added engagement with clients- High touch, face-to-face meetings at client's preferred location, consistent communication, access to seminars, etc.
+ Master referral opportunities to grow portfolio.
+ Proactively source, acquire and expand high value customer relationship by maximizing sale and service opportunities.
+ Refer opportunities to segment partners where appropriate (including, but not limited to Lending Consultants and Financial Advisor, Small Business Partners, Relationship Manager, etc.)
+ Organize client events to enhance client bonding.
+ Acquire new clients through converting referral leads
+ Manage client follow-up and adhere to all Regulatory and Compliance operating procedures.
+ Ensure that KYC/AML and other compliance norms are strictly adhered.
+ Partner with all roles on branch team to ensure all clients have a positive in-branch experience.
+ Appropriately assess risk when business decisions are made, demonstrating consideration for the firm's reputation and safeguarding Citigroup, its clients and assets, by driving compliance with applicable laws, rules and regulations, adhering to Policy, applying sound ethical judgment regarding personal behavior, conduct and business practices, and escalating, managing and reporting control issues with transparency.
**Qualifications** :
+ 5-8 years of experience.
+ Strong analytical and financial skills.
+ Strong verbal and written communication skills.
+ Organized with strong attention to details.
+ Knowledge of Microsoft Office (Excel, Outlook, and Word) and experience using Money Guide Pro, or NaviPlan Select, or similar financial planning software preferred.
+ Basic understanding of investment and financial planning strategies preferred.
+ Must be a self-starter, problem solver and a goal-oriented team player able to work without direction.
+ Required current US FINRA Registration: SIE, Series 6, 63, and 65 OR Series 7 and 66 or equivalent.
+ Must meet ALL US FINRA Registration requirements within 150 days of starting in the role.
+ Insurance Group 1 required.
+ Must meet ALL Insurance Group 1 requirements within 150 days of starting in the role.
+ This position requires the employee to register as a mortgage loan originator with the Nationwide Mortgage Licensing System and Registry ("Registry") and obtain a unique identifier from the Registry before referring interested clients to Citibank for their mortgage needs, to maintain and renew that registration on an annual basis, to update registration information with the Registry on a timely basis, and to provide that unique identifier to consumers as required by applicable SAFE Act regulations and Citi policies and procedures.
**Education** :
+ Bachelor's/University degree or equivalent experience
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**Job Family Group:**
Private Client Coverage
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**Job Family:**
Financial Planning Services
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**Time Type:**
Full time
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**Primary Location:**
Key Biscayne Florida United States
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**Primary Location Full Time Salary Range:**
$72,880.00 - $109,320.00
In addition to salary, Citi's offerings may also include, for eligible employees, discretionary and formulaic incentive and retention awards. Citi offers competitive employee benefits, including: medical, dental & vision coverage; 401(k); life, accident, and disability insurance; and wellness programs. Citi also offers paid time off packages, including planned time off (vacation), unplanned time off (sick leave), and paid holidays. For additional information regarding Citi employee benefits, please visit citibenefits.com. Available offerings may vary by jurisdiction, job level, and date of hire.
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**Most Relevant Skills**
Please see the requirements listed above.
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**Other Relevant Skills**
For complementary skills, please see above and/or contact the recruiter.
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**Anticipated Posting Close Date:**
Oct 03, 2025
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_Citi is an equal opportunity employer, and qualified candidates will receive consideration without regard to their race, color, religion, sex, sexual orientation, gender identity, national origin, disability, status as a protected veteran, or any other characteristic protected by law._
_If you are a person with a disability and need a reasonable accommodation to use our search tools and/or apply for a career opportunity review Accessibility at Citi ( ._
_View Citi's EEO Policy Statement ( and the Know Your Rights ( poster._
Citi is an equal opportunity and affirmative action employer.
Minority/Female/Veteran/Individuals with Disabilities/Sexual Orientation/Gender Identity.
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Business Relationship Manager Senior Deepening, Vice President

33101 Miami, Florida JPMorgan Chase Bank, N.A.

Posted 22 days ago

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Job Description

Permanent
If you are customer focused, enjoy building relationships and providing financial advice to your clients, then a role as a Business Relationship Manager is for you.

As a Business Relationship Manager Senior (BRM) Deepening banker in Business Banking, you'll be managing a portfolio of large profitable business clients with annual revenue greater than ~$5MM. You'll focus on deposit acquisition, product deepening, client retention and growth, and gaining referrals to increase primary bank share. As a Senior Deepening banker, you will provide a high-touch experience by building relationships and providing financial advice with a focus on client experience and risk management while deepening existing relationships and leveraging referrals to acquire new relationships.

Job Responsibilities

  • Manage, retain and deepen a portfolio of approximately 100 business clients in stable/mature stage with annual revenue greater than ~$ million; provide business deposit and cash management solutions and manage business credit opportunities up to approximately 15 million; provide support to branch-based business bankers on sizeable business credit deals as needed
  • Deliver an outstanding experience to Chase business clients by providing comprehensive and customized business banking solutions tailored to the financial needs and circumstances of their businesses
  • Use knowledge of business, finance, banking, credit, and risk management to identify, recommend, and promote solutions that best serve the client and ensure the profitability of the portfolio. Leverage knowledge of diverse types of businesses, industries, markets, financial and economic concepts, as well as creative marketing techniques, utilizing Chase resources and materials to develop business network and prospects
  • Regularly conduct in-person/virtual calls with existing clients, referrals and centers of influence at their places of business, looking for ways to cultivate long-term, primary banking relationships
  • Understand the personal financial goals and needs of the owner(s). Utilize knowledge of personal banking products and partner with Branch, Wealth Management and Private Bank to identify and deliver appropriate personal financial solutions
  • Utilize knowledge of treasury products and partner with product specialists to onboard clients seamlessly and ensure end-to-end delivery of new accounts and full suite of products and services; follow up with clients after account opening to determine appropriate additional solutions and establish digital capabilities
  • Protect the firm by following sound risk management protocols and control policies and adhering to regulatory requirements

Required qualifications, capabilities, and skills

  • Minimum of 5 years' experience in a Business Banking Relationship Management role or related business lending experience
  • Strong knowledge of deposit and cash management products and services, and knowledge of business credit underwriting with commercial credit training. Uses seasoned judgment to offer comprehensive and customized solutions that best meet client needs; monitors and researches market/industry trends and business outcomes to anticipate client needs; presents proactive solutions and innovative alternatives when appropriate
  • Demonstrated ability to anticipate clients' issues, own problems on clients' behalf, and follow through with commitments
  • Strong relationship-building and excellent communication skills with individuals at all levels, internally and externally. Ability to influence others to achieve desired outcomes, and leverage technology to interact with clients effectively and efficiently
  • Excellent organizational skills and the ability to manage, prioritize, work under pressure and meet tight deadlines
  • Self-directed, proactive, and creative; uses sound judgment and navigates ambiguity to get things done
  • Balance needs of clients with associated risks and interests of the firm

Preferred qualifications, capabilities, and skills

  • Bachelor's degree in Finance or related field, or equivalent work experience
  • Minimum of 3 years' managing clients > 10+MM revenue
  • Proficient in Microsoft Office tools including Outlook, Excel, Word, and PowerPoint
  • In-depth knowledge of diverse types of businesses, industries, markets, financial and economic concepts

Chase is a leading financial services firm, helping nearly half of America's households and small businesses achieve their financial goals through a broad range of financial products. Our mission is to create engaged, lifelong relationships and put our customers at the heart of everything we do. We also help small businesses, nonprofits and cities grow, delivering solutions to solve all their financial needs.

We offer a competitive total rewards package including base salary determined based on the role, experience, skill set and location. Those in eligible roles may receive commission-based pay and/or discretionary incentive compensation, paid in the form of cash and/or forfeitable equity, awarded in recognition of individual achievements and contributions. We also offer a range of benefits and programs to meet employee needs, based on eligibility. These benefits include comprehensive health care coverage, on-site health and wellness centers, a retirement savings plan, backup childcare, tuition reimbursement, mental health support, financial coaching and more. Additional details about total compensation and benefits will be provided during the hiring process.

We recognize that our people are our strength and the diverse talents they bring to our global workforce are directly linked to our success. We are an equal opportunity employer and place a high value on diversity and inclusion at our company. We do not discriminate on the basis of any protected attribute, including race, religion, color, national origin, gender, sexual orientation, gender identity, gender expression, age, marital or veteran status, pregnancy or disability, or any other basis protected under applicable law. We also make reasonable accommodations for applicants' and employees' religious practices and beliefs, as well as mental health or physical disability needs. Visit our FAQs for more information about requesting an accommodation.

Equal Opportunity Employer/Disability/Veterans

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Client Services Manager - Transportation Engineering

33101 Miami, Florida Ardurra Group, Inc.

Posted 6 days ago

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Job Description

Permanent

Ardurra is looking to hire an experienced Transportation Client Services Manager  to join our team in our Miami, FL office.

Ardurra’s Transportation team offers design capabilities ranging from complex multilevel interchanges to urban arterial reconstruction to complete streets for our clients.

Our portfolio features a plethora of signature projects including the I-395 Signature Bridge reconstruction project in Downtown Miami. Each of our designs is customized, sustainable, and cost-effective for our clients covering all project types, including Design Build or Design Bid Build. Our clients have relied on our expertise in comprehensive planning, engineering design, and construction management to provide safe and efficient transportation solutions.

Primary Function

The Client Service Manager will focus on supporting a mix of established clients, new business growth, project delivery, and mentoring of engineering staff. The position will collaborate with regional and national transportation engineering expertise to share resources and leverage capabilities to expand our South Florida transportation practice.

Primary Duties

  • Perform studies and masterplans for transportation projects
  • Develop detailed designs, plans, specifications, reports, and cost estimates 
  • More specific responsibilities include performing or managing engineering/process design
  • Develop proposals as required in response to requests for proposals/qualifications and lead Ardurra in teaming opportunities
  • Ability to guide, direct, and coordinate with the multiple departments and sub-consultants required for multi-discipline projects
  • Perform communication and business development duties with current and potential clients

Education and Experience Requirements

  • Bachelor’s Degree in Civil Engineering 
  • A minimum of 10 years of progressive experience designing and delivering projects in the transportation market sector
  • Professional Engineer’s license in the state or the ability to gain licensure within 3 months of hire
  • Experience in managing production and projects and/or experience performing design and construction management 
  • Candidate must be self-motivated, able to lead or assist a project team to completion of multiple projects simultaneously
  • Ability to effectively communicate both verbally and in writing

Why Ardurra?

While Ardurra offers competitive compensation and rich benefits programs, it is our culture that truly sets us apart from our peers. We nurture a family-like culture, striving to create a work environment that is enjoyable, challenging and rewarding but also fun. We are acutely focused on developing our staff, whether through our internal Ardurra Academy or through our industry-leading Leadership program. We have made a deliberate and focused commitment to nurture a people-centric culture where people are: valued as individuals; supported in their professional and career development with multiple, varied career paths; provided the tools and resources to be successful, engaged, and satisfied in their work; and positive benefits, time-off programs, and flexibility to help maintain a healthy balance between work and home.

Ardurra is an Equal Opportunity/ Affirmative Action Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, disability, protected veteran status, gender identity or sexual orientation.

NOTICE TO THIRD PARTY AGENCIES:
Ardurra does not accept unsolicited resumes from recruiters or employment agencies. In the absence of a signed Agency Agreement, Ardurra will not consider or agree to payment of any referral compensation or recruiter fee. If a resume or candidate is submitted to any hiring manager without a previously signed agreement, Ardurra reserves the right to pursue and hire those candidate(s) without any financial obligation to the recruiter or agency. These candidates will be considered property of Ardurra. We’re not currently looking to add any more agencies to our list of approved vendors, so please do not contact any of our managers or recruitment team with sales calls or details of your candidates.

#LI-BC1

Equal Opportunity Employer/Protected Veterans/Individuals with Disabilities
This employer is required to notify all applicants of their rights pursuant to federal employment laws. For further information, please review the Know Your Rights notice from the Department of Labor. Sales

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Associate Relationship Manager

33166 Miami Springs, Florida Fifth Third Bank, N.A.

Posted 1 day ago

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Job Description

Make banking a Fifth Third better® We connect great people to great opportunities. Are you ready to take the next step? Discover a career in banking at Fifth Third Bank.
The Associate Relationship Manager I (ARM) is primarily responsible for partnering with Relationship Managers in sales and servicing, performing analytical tasks as needed. In addition, a successful ARM will work with Relationship Managers to identify and assist in developing client solutions. The ARM is knowledgeable on financial and risk analysis as well as having basic sales and business development acumen. Critical thinking skills are required for an ARM to drive conflict management across multiple Relationship Managers (or other internal partners) and build relationships.
Responsible and accountable for risk by openly exchanging ideas and opinions, elevating concerns, and personally following policies and procedures as defined. Accountable for always doing the right thing for customers and colleagues, and ensures that actions and behaviors drive a positive customer experience. While operating within the Bank's risk appetite, achieves results by consistently identifying, assessing, managing, monitoring, and reporting risks of all types.
ESSENTIAL DUTIES AND RESPONSIBILITIES:
+ Partner with Relationship Managers in sales and servicing, performing analytical tasks as needed.
+ Assist in identifying and qualifying prospects with Relationship Manager or RM Team Leads.
+ Conduct industry research.
+ Create and maintain prospect profiles (including updates on CRM).
+ Create client presentations.
+ Work with Relationship Managers to identify client solutions.
+ btain and input prospect KYC due diligence information.
+ Conduct initial pricing analysis and generate relationship pricing model.
+ Draft initial deal screen / opportunity memos.
+ Attend and participate in client presentations at Relationship Managers request.
SUPERVISORY RESPONSIBILITIES: None
MINIMUM KNOWLEDGE, SKILLS AND ABILITIES REQUIRED:
+ Bachelor's degree in Business (e.g. Business Administration, Finance, Accounting) or equivalent work experience preferred.
+ 1-2 years of related commercial banking, finance, accounting or similar experience.
+ Novice knowledge of financial and risk analysis.
+ Novice knowledge of US economy and regulations.
+ Novice sales and business development acumen.
+ Experience with commercial lending credit policies and guidelines is preferred, but not required.
+ Knowledge of B2B, CCAS, AFS, RIMS, CHQ, Loan Doc Prep System (or equivalent vendor systems), and other banking systems preferred, but not required.
+ Local / Regional market dynamics understanding is preferred, but not required.
+ Demonstrated expertise of strong verbal and written communication skills, with emphasis on experience in face-to-face negotiations and group presentation skills.
+ Demonstrated expertise in using effective problem solving and analytical skills with ability to handle and prioritize multiple tasks.
+ Proficient in all Microsoft Office software.
WORKING CONDITIONS:
+ Normal office environment with little exposure to dust, noise, temperature and the like.
+ Minimal travel required.
Associate Relationship Manager
At Fifth Third, we understand the importance of recognizing our employees for the role they play in improving the lives of our customers, communities and each other. Our Total Rewards include comprehensive benefits and differentiated compensation offerings to give each employee the opportunity to be their best every day.
The base salary for this position is reflective of the range of salary levels for all roles within this pay grade across the U.S. Individual salaries within this range will vary based on factors such as role, relevant skillset, relevant experience, education and geographic location. In addition to the base salary, this role is eligible to participate in an incentive compensation plan, with any such payment based upon company, line of business and/or individual performance.
Our extensive benefits programs are designed to support the individual needs of our employees and their families, encompassing physical, financial, emotional and social well-being. You can learn more about those programs on our 53.com Careers page at: or by consulting with your talent acquisition partner.
LOCATION -- Doral, Florida 33166
Attention search firms and staffing agencies: do not submit unsolicited resumes for this posting. Fifth Third does not accept resumes from any agency that does not have an active agreement with Fifth Third. Any unsolicited resumes - no matter how they are submitted - will be considered the property of Fifth Third and Fifth Third will not be responsible for any associated fee.
Fifth Third Bank, National Association is proud to have an engaged and inclusive culture and to promote and ensure equal employment opportunity in all employment decisions regardless of race, color, gender, national origin, religion, age, disability, sexual orientation, gender identity, military status, veteran status or any other legally protected status.
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Trust Relationship Manager

33114 Coral Gables, Florida First Horizon Bank

Posted 2 days ago

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Job Description

**Description**
**Location:** On site at location listed in job posting.
**Summary** :
The First Horizon Trust Relationship Manager role manages complex wealth management client relationships and delivers high quality fiduciary services. Officer assumes primary responsibility for overall client satisfaction as the relationship manager by collaborating with the service team and appropriate FH partners to ensure timely delivery of high-quality fiduciary service, issue resolution, effective communication of client needs to identify and implement advisory solutions.
**Job Description** :
-Manages assigned account base of wealth management clients by working with client service team, clients and their professional advisors to develop a thorough understanding of the client's needs and goals. Exhibits thorough knowledge of governing documents and account agreements. Exhibits depth of knowledge of fiduciary duties and applicable laws, including trust and tax law, estate planning techniques, financial planning, asset management and prudent investment principles. Seeks continued development of fiduciary and advisory skills through training and experience.
-Primarily responsible for leading client conversations for life driven wealth management. Provides proactive advice to clients on FH's products/services, emerging issues, regulatory/tax changes, and appropriate actions for the client. Combines technical knowledge with fact finding and analysis to develop advice-driven solutions for clients. Explains complicated concepts to clients. Maintains a working knowledge of various FH resources and utilizes fiduciary knowledge, experience, and FH resources to identify opportunities for relationship enhancement.
-Focused client services with responsiveness, diplomacy and tact; proactive client contact through written and verbal communication. Exhibits excellent time management skills.
-Builds and maintains knowledge of FH fiduciary standards and practices, applies fiduciary knowledge and judgment to fiduciary relationships. Understands and complies with internal policies, processes and procedures to effect prudent risk management and judgment. Recognizes fiduciary risk issues and seeks appropriate resolution.
-Cultivates relationships with referral sources and external professional advisors; identifies and develops new business opportunities. Participates in community and professional organizations representing FH. Identifies opportunities to showcase FH expertise and thought leadership.
-Travels to meet with clients where appropriate considering revenue, new business opportunities, or servicing requirements.
**Job Requirements** :
-Knowledge of trust principles, regulatory and tax matters relating to the administration of trust accounts
-Strong presentation and sales skills.
-Excellent oral, written and organization skills
-Good analytical and problem-solving skills, including attention to detail
-Skilled in applicable computer software, e.g., Microsoft Word, Microsoft Excel, etc.
-Relevant certifications
-2-4 years of Trust or Investment Advisor experience or the equivalent in education and experience.
**About Us**
First Horizon Corporation is a leading regional financial services company, dedicated to helping our clients, communities and associates unlock their full potential with capital and counsel. Headquartered in Memphis, TN, the banking subsidiary First Horizon Bank operates in 12 states across the southern U.S. The Company and its subsidiaries offer commercial, private banking, consumer, small business, wealth and trust management, retail brokerage, capital markets, fixed income, and mortgage banking services. First Horizon has been recognized as one of the nation's best employers by Fortune and Forbes magazines and a Top 10 Most Reputable U.S. Bank. More information is available at Highlights**
- Medical with wellness incentives, dental, and vision
- HSA with company match
- Maternity and parental leave
- Tuition reimbursement
- Mentor program
- 401(k) with 6% match
- More -- FirstHorizon.com/First-Horizon-National-Corporation/Careers/Our-Benefits
**Follow Us**
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Equal Opportunity Employer/Protected Veterans/Individuals with Disabilities
This employer is required to notify all applicants of their rights pursuant to federal employment laws.
For further information, please review the Know Your Rights ( notice from the Department of Labor.
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Commercial Relationship Manager

33114 Coral Gables, Florida Regions Bank

Posted 2 days ago

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Job Description

Thank you for your interest in a career at Regions. At Regions, we believe associates deserve more than just a job. We believe in offering performance-driven individuals a place where they can build a career --- a place to expect more opportunities. If you are focused on results, dedicated to quality, strength and integrity, and possess the drive to succeed, then we are your employer of choice.
Regions is dedicated to taking appropriate steps to safeguard and protect private and personally identifiable information you submit. The information that you submit will be collected and reviewed by associates, consultants, and vendors of Regions in order to evaluate your qualifications and experience for job opportunities and will not be used for marketing purposes, sold, or shared outside of Regions unless required by law. Such information will be stored in accordance with regulatory requirements and in conjunction with Regions' Retention Schedule for a minimum of three years. You may review, modify, or update your information by visiting and logging into the careers section of the system.
**Job Description:**
At Regions, the Commercial Relationship Manager focuses on delivery of credit and a broad range of product / service client solutions within a dedicated geographic area and primarily targets general-industry clients with annual revenues between $20MM - $50MM.
**Primary Responsibilities**
+ Identifies, prioritizes and develops relationship strategy for high-value retention, expansion clients and acquisition targets
+ Delivers knowledgeable advice and solutions, institutionalizes client relationships, and optimizes revenue opportunities to the Commercial Bank
+ Isolates current and emerging client needs and proactively introduces solutions
+ Works with relevant business partners in team-based portfolio development and expertise delivery
+ Plans and executes quality client/prospect calls
+ Manages transaction processes from initial engagement through final close, including structure, pricing, internal approval / compliance processes and documentation
+ Exercises credit acumen and pricing discipline
+ Completes Relationship Management Process training and credit acumen assessment
+ Develops consistent practices learned through the Relationship Management Process and required credit training
This position is exempt from timekeeping requirements under the Fair Labor Standards Act and is not eligible for overtime pay.
This position is incentive eligible.
**Requirements**
+ Bachelors Degree
+ Three (3) years experience in Commercial Banking or sales with at least one (1) year of Relationship Management experience
**Preferences**
+ Relevant graduate degree
**Skills and Competencies**
+ Developed negotiation abilities
+ Developed verbal and written communication skills
+ Positive reputation and network of industry contacts
+ Proficiency in Microsoft Office (Excel, Word, PowerPoint, Outlook, etc.)
+ Developed analytical and problem-solving skills
+ Proficient business acumen
**Position Type**
Full time
**Compensation Details**
Pay ranges are job specific and are provided as a point-of-market reference for compensation decisions. Other factors which directly impact pay for individual associates include: experience, skills, knowledge, contribution, job location and, most importantly, performance in the job role. As these factors vary by individuals, pay will also vary among individual associates within the same job.
The target information listed below is based on the Metropolitan Statistical Area Market Range for where the position is located and level of the position.
**Job Range Target:**
**_Minimum:_**
102,563.42 USD
**_Median:_**
130,441.50 USD
**Incentive Pay Plans:**
This role is eligible to participate in a discretionary incentive plan. Employees have the potential to receive a discretionary award based on performance against defined metrics and goals.
**Benefits Information**
Regions offers a benefits package that is flexible, comprehensive and recognizes that "one size does not fit all" for benefits-eligible associates. ( Listed below is a synopsis of the benefits offered by Regions for informational purposes, which is not intended to be a complete summary of plan terms and conditions.
+ Paid Vacation/Sick Time
+ 401K with Company Match
+ Medical, Dental and Vision Benefits
+ Disability Benefits
+ Health Savings Account
+ Flexible Spending Account
+ Life Insurance
+ Parental Leave
+ Employee Assistance Program
+ Associate Volunteer Program
Please note, benefits and plans may be changed, amended, or terminated with respect to all or any class of associate at any time. To learn more about Regions' benefits, please click or copy the link below to your browser.
Details**
Ponce De Leon
**Location:**
Coral Gables, Florida
Equal Opportunity Employer/including Disabled/Veterans
Job applications at Regions are accepted electronically through our career site for a minimum of five business days from the date of posting. Job postings for higher-volume positions may remain active for longer than the minimum period due to business need and may be closed at any time thereafter at the discretion of the company.
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