UNKNOWN

FEED

Drive Results: Meet or exceed individual sales and retention goals by expanding loans, deposits, and cross-selling bank products like Treasury Management Services. Collaborate: Partner with internal teams (Risk Officers, Treasury Management, Client Services) to deliver a seamless, full-service client experience.

Overview:
 About the Role Are you passionate about building relationships with high-net-worth clients and delivering exceptional financial solutions? As a Private Banking Officer, you’ll serve as a trusted advisor to a portfolio of affluent clients, including attorneys, CPAs, physicians, and entrepreneurs. You’ll drive business growth by developing new loans and deposit relationships, cross-selling bank products, and providing unparalleled client service. This role is ideal for a seasoned professional with strong lending expertise, relationship management skills, and a commitment to excellence. What You’ll Do: <ul style="margin-top:0in"><li style="text-align:justify">Build Relationships: Manage and grow a portfolio of high-net-worth clients by developing new relationships and deepening existing ones.</li><li style="text-align:justify">Drive Results: Meet or exceed individual sales and retention goals by expanding loans, deposits, and cross-selling bank products like Treasury Management Services.</li><li style="text-align:justify">Deliver Solutions: Structure, negotiate, and close complex loan transactions while ensuring a deposit component is included in every new relationship.</li><li style="text-align:justify">Provide Exceptional Service: Respond promptly to client requests, delivering efficient and personalized service to meet their financial needs.</li><li style="text-align:justify">Collaborate: Partner with internal teams (Risk Officers, Treasury Management, Client Services) to deliver a seamless, full-service client experience.</li><li style="text-align:justify">Manage Risk: Review and underwrite loan requests, monitor portfolio quality, and proactively address potential issues to minimize risk and ensure compliance.</li><li style="text-align:justify">Engage in the Community: Represent the bank at social functions, business development events, and through association memberships to grow the Private Client Group clientele.</li></ul>

Qualifications:
What We’re Looking For <ul style="margin-top:0in"><li>Experience: 8–10 years of lending experience, with a proven track record of developing new loans and deposit business. Formal credit training preferred.</li><li>Skills: Strong relationship management, sales, and marketing skills. Ability to structure and negotiate complex loan transactions.</li><li>Education: Bachelor’s degree in Business, Finance, or a related field required. Master’s Degree, preferred.</li><li>Client Focus: Commitment to delivering the highest level of client service with prompt and efficient responses to client needs.</li><li>Knowledge: Strong understanding of financial products, credit policies, and the private banking market.</li></ul>

Education:
<ul><li>Bachelor’s degree in Business Administration, or an equivalent combination of education and relevant professional experience, may be considered.</li></ul>

Special Instructions to Candidates:
City National Bank of Florida is an Equal Opportunity Employer and is committed to providing equal employment opportunities to all applicants. We do not discriminate on the basis of race, color, religion, sex, pregnancy, national origin, age, disability, genetic information, protected veteran status, or any other status protected under federal, state, or Florida law. City National Bank of Florida complies with the Americans with Disabilities Act (ADA) and applicable Florida laws. Qualified individuals with disabilities who require a reasonable accommodation in order to complete the online application or participate in the hiring process may contact our Human Resources Talent Attraction Department  talent.attraction@citynational.com.

City National Bank of Florida

Private Banking Officer Senior

Bank Management

Business Administration

Business Development

Business Growth

Certified Public Accountant (CPA)

Cross-Selling

Customer Experience

Customer Relations

Customer Support/Service

Entrepreneurship

Equal Employment Opportunity (EEO)

Exceeded Sales Goal

Finance

Financial Risk Management

High Net Worth

Loan Closing

Loan Review

Loan Structuring

Loan Underwriting

Loans

Maintain Compliance

Marketing

Negotiation Skills

Private Banking

Problem Solving Skills

Product Management

Quality Monitoring

Relationship Management

Resolve Customer Issues

Risk Management

Sales

Sales Management

Treasury Management

[AW]-iCims

FULL_TIME

OTHER

Problem Solving - Uses rigorous logic and methods to solve difficult problems with effective solutions; probes all fruitful sources for answers; can see hidden problems; is excellent at honest analysis; looks beyond the obvious and doesn't stop at the first answers. Branch Banking Client Consultant I is responsible for interacting with clients and providing exceptional service by greeting them as they enter one of our branches and providing them with the services needed to meet their financial goals.

Position Title Branch Banking Client Consultant I - Port St. Lucie FLLocation Port St. Lucie, FL 34986-1764Job Summary Branch Banking Client Consultant I is responsible for interacting with clients and providing exceptional service by greeting them as they enter one of our branches and providing them with the services needed to meet their financial goals. This role will process financial transactions in an accurate, efficient, and friendly manner while maintaining operational standards, and assist the team in meeting branch goals.Job Responsibilities: <ul><li>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</li><li>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 referrals.</li><li>Risk Management: Deliver timely and accurate daily financial transactions; striving for no controllable preventable losses. Understand and adhere to all applicable bank policies and regulations.</li></ul>ADDITIONAL ACCOUNTABILITIES <ul><li>Performs special projects, and additional duties and responsibilities as required.</li><li>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.</li></ul>JOB REQUIREMENTS Required Qualifications: <ul><li>Education level required: High School / High School Equivalency (GED, HiSET, TASC) / Foreign Equivalent</li><li>Minimum experience required: 0 - 3 years of customer service and sales experience</li></ul>Preferred Qualifications: <ul><li>Experience in financial services industry.</li></ul>Job Competencies: <ul><li>Action-oriented - Enjoys working hard, is action oriented and full of energy for the things he/she sees as challenging. Not fearful of acting with minimum of planning. Seizes more opportunities than others by aggressively and enthusiastically pursuing action to achieve results. Possesses a sense of urgency.</li><li>Business Acumen - Knows products and understands our sales process. Is aware of how strategies and tactics work in the marketplace and what motivates a customer. Has courage and aspiration to do things differently in the marketplace.</li><li>Approachability - Is easy to approach and talk to. Spends the extra effort to put others at ease. Can be warm, pleasant, and gracious. Is sensitive to and patient with the interpersonal anxieties of others. Builds rapport well.</li><li>Problem Solving - Uses rigorous logic and methods to solve difficult problems with effective solutions; probes all fruitful sources for answers; can see hidden problems; is excellent at honest analysis; looks beyond the obvious and doesn't stop at the first answers. Is a good listener and early knower, gathering informal and incomplete information in time to do something about it.</li><li>Priority Management - Spends his/her time and the time of others on what's important. Can quickly sense what will help or hinder accomplishing a goal. Eliminates roadblocks and creates focus. Uses his/her time effectively and efficiently and values time. Gets more done in less time than others and can attend to a broader range of activities.</li><li>Demonstrates a strong ability to build and maintain effective relationships with stakeholders by communicating clearly, engaging in proactive collaboration, and leveraging cross functional insights. Aligns relationship building efforts with enterprise goals to accelerate performance and drive strategic results.</li><li>Builds trusted client relationships, whether internal or external, by identifying needs and delivering tailored solutions to enhance the overall client experience.</li><li>Fosters or supports a positive work culture and productive work environment, displaying importance of effective relationships with customers and stakeholders.</li><li>Physical demands (ADA): No unusual physical exertion is involved.</li></ul> Flagstar is an Equal Opportunity EmployerFlagstar provides teammates access to a variety of benefits including medical, dental, vision, life, and disability insurance, as well as a comprehensive leave program. Please click the following link for detailed information: Benefits | Flagstar Bank

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On December 1, 2022, New York Community Bank (NYCB) and Flagstar Bank joined together to become one company. Today, New York Community Bancorp, Inc. is the parent company of Flagstar Bank, N.A., one of the largest regional banks in the country. The company is headquartered in Hicksville, New York.
At June 30, 2024, the company had assets of $119.1 billion. We operate over 400 branches across 10 states, including a significant presence in the Northeast and Midwest and locations in high growth markets in the Southeast and on the West Coast. Flagstar Mortgage operates nationally through a wholesale network of approximately 3,000 third-party mortgage originators.

We believe in cultivating a diverse, inclusive, and respectful workplace that engages employees, broadens perspectives, and encourages teamwork. We hire people who represent the talents, experiences, backgrounds, and diversity of the communities we serve. Together our goal is to deliver a new energy in banking to our customers, opening new doors for financial and personal success. Customers will have access to a broad spectrum of technology, products and services—all with a shared customer-first approach. Relationships are at the center of all that we do, enhanced by our commitment to delivering local market expertise, personalized solutions, and a long-standing focus on strengthening our communities. Follow us on LinkedIn to stay up to date on news and updates, new hires, community initiatives, access to our collective insights, and banking industry updates that you need to know..

Flagstar Bank, N.A.

Branch Banking Client Consultant I - Port St. Lucie FL

Analysis Skills

Banking Regulations

Banking Services

Business Skills

Communication Skills

Consulting

Cross-Functional

Customer Acquisition

Federal Laws and Regulations

Financial Services

Financial Transactions

Interpersonal Skills

Leadership

Needs Assessment

Physical Demands

Regulatory Compliance

Retail

Sales Support

State Laws and Regulations

Time Management

Transaction Processing/Management

equestftpin

Provide support across a diverse suite of products and applications including, but not limited to: Advisor Services, Wealth Planning & Advice, Goal Based planning, liabilities planning, banking & lending solutions, mortgages and digital offerings through JP Morgan Online and mobile suite . Own the client onboarding and account maintenance for new and existing clients by interacting with clients to collect account-specific information, obtain account documents and financials, and provide investment quotes to clients while complying with regulatory and firm policies and procedures.

Unlock your potential as a Client Associate at J.P. Morgan Advisors, where you'll be at the heart of delivering exceptional wealth management services to ultra-high net worth clients. Join our dynamic and growing team and take advantage of a unique opportunity to work closely with Financial Advisors, providing personalized solutions and building lasting relationships. With a commitment to career growth and mobility, you'll have the chance to develop your skills in a fast-paced environment, supported by the global resources of one of the world's most respected financial firms. Embrace the challenge of shaping the future of client service and make your mark by delivering high-quality support and innovative financial solutions. As a Client Associate within the JPMorgan Advisors team, you will play a crucial role in assisting Financial Advisors and their clients, delivering a personalized and smooth wealth management experience. Your contribution to a team that values strong relationships and exceptional client service will directly impact our clients' financial well-being through tailored solutions and professional advice. Together, we will utilize the global resources of JPMorgan Wealth Management to meet our clients' distinct needs, fostering an environment of innovation and excellence. Join us in making a substantial difference in our clients' lives and the wider community. Job responsibilities: <ul><li> Own the client onboarding and account maintenance for new and existing clients by interacting with clients to collect account-specific information, obtain account documents and financials, and provide investment quotes to clients while complying with regulatory and firm policies and procedures. </li><li> Interface directly with clients and Financial Advisors to make investment recommendations, propose firm offerings and execute equity trades, mutual fund orders, fixed income trades and private investments </li><li> Provide support across a diverse suite of products and applications including, but not limited to: Advisor Services, Wealth Planning & Advice, Goal Based planning, liabilities planning, banking & lending solutions, mortgages and digital offerings through JP Morgan Online and mobile suite </li><li> Perform daily administrative and operational duties that support the Financial Advisor(s) and clients, including direct communication with clients regarding money transfers, account maintenance, portfolio review preparation and ad hoc requests, and attending client meetings </li><li> Serve as a liaison between the Financial Advisor team, branch management, compliance and various other business units throughout the firm </li><li> Proactively supports firm and regional initiatives and remediations, and actively participate in recurring local, national and technology team meetings </li></ul> Required qualifications, capabilities, and skills: <ul><li> Bachelor's degree or equivalent experience </li><li> Series 7 & 66 licenses upon hire or must successfully obtain within 180 days from start date </li><li> Proven ability to be a self-starter, act as an end-to-end owner of tasks and work independently in a fast-paced environment </li><li> Proactively identify and deliver appropriate solutions that address the needs of our clients </li><li> Ability to communicate effectively with clients and team members while maintaining professionalism in difficult situations </li></ul> Preferred qualifications, capabilities, and skills: <ul><li> Able to adapt and stay abreast of changing technology and regulatory policies </li><li> Highly proficient user of Word, PowerPoint, and Excel </li></ul>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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Banking Jobs in Stuart, FL

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Banking Jobs in Stuart, FL

Private Banking Officer Senior City National Bank of Florida

Branch Banking Client Consultant I - Port St. Lucie FL Flagstar Bank, N.A.

J.P. Morgan Advisors - Senior Client Associate - Palm Beach Gardens, FL JPMorgan Chase Bank, N.A.

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