High-Net-Worth Banking Specialist

International Finance Bank; Sunset Corners (FL); On-site; USD 48,000 - 66,000; Full time

Job summary

International Finance Bank is seeking a Preferred Banking Specialist in Miami, FL. The role focuses on delivering personalized financial services to high-net-worth clients, building long-term relationships, and guiding clients through a range of banking products.

You will support the Preferred Banking team and ensure timely, compliant service across deposits, transfers, and online banking. Candidates should have 1–2 years of customer-facing experience, English and Spanish preferred, and a

Qualifications

• Technical Studies completed.
• Business, Finance, Economics degrees considered.
• Relevant banking credentials encouraged.

Responsibilities

• Support banker in developing long-term relationships with high-net-worth clients.
• Review documents; support account opening and maintenance; ensure BSA/KYC compliance.
• Deliver high-touch service; respond to inquiries and resolve issues promptly.
• Identify cross-selling opportunities across banking solutions.
• Provide coverage to the Preferred Banking team for account needs.
• Manage day-to-day servicing: deposits, withdrawals, transfers, online banking.
• Assist with preparation and processing of client agreements and records.

Skills

Client Relationships

High-Touch Service

Banking Products

Treasury Management

BSA/AML Knowledge

Education

Technical Studies

Business/Finance/Economics

Job description

International Finance Bank is seeking a Preferred Banking Specialist in Miami, FL. The role focuses on delivering personalized financial services to high-net-worth clients, building long-term relationships, and guiding clients through a range of banking products.

You will support the Preferred Banking team and ensure timely, compliant service across deposits, transfers, and online banking. Candidates should have 1–2 years of customer-facing experience, English and Spanish preferred, and a