8 дней назад
Banking Advisor Senior
Мэтч & Сопровод
Для мэтча с этой вакансией нужен Plus
Описание вакансии
Текст:
TL;DR
Banking Advisor Senior (Private Banking/Credit): Advising high-net-worth clients on credit, cash management, and other banking products while managing a client book of business with an accent on complex credit structuring, financial analysis, and relationship development. Focus on analyzing and mitigating credit risk, negotiating and documenting banking solutions, mentoring team members, and ensuring regulatory compliance.
Location: In-office in Coral Gables, Florida; candidates must be based within the Miami market.
Company
is a banking organization serving customers through private banking and other financial services.
What you will do
- Advise current and prospective high-net-worth clients on credit and cash management solutions.
- Introduce and sell banking products and services through internal and external networks.
- Originate, analyze, negotiate, and document complex credit and non-credit banking products.
- Manage and monitor a book of business to support client satisfaction, retention, and revenue growth.
- Analyze, structure, and mitigate credit risk for complex credit requests.
- Provide leadership and mentoring while ensuring compliance with banking policies and regulations.
Requirements
- University or college degree; a bachelor's degree is listed for the position.
- Typically 8+ years of relevant industry experience.
- Experience with client relationship management, financial analysis, portfolio management, sales, and risk management.
- Strong professional network and presence in the Miami market.
- Must be based in the Miami market and work in-office.
- does not provide employment visa sponsorship or participate in STEM OPT for this position.
Nice to have
- Spanish-English bilingual fluency is preferred.
- Advanced education or relevant certifications.
Culture & Benefits
- Inclusive workplace focused on respect, collaboration, and customer service.
- Medical, prescription, dental, and vision coverage options.
- 401(k) matching, pension, stock purchase plans, and financial wellness support.
- Paid parental leave, holidays, absence days, and 15–25 vacation days depending on career level and service.
- Educational assistance, wellness programs, and dependent care support.
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