Preferred Banking Specialist

Automatic Data Processing, Inc.; Miami (FL); Sur place; USD 50 000 - 65 000; Plein temps

Résumé du poste

International Finance Bank (IFB) is seeking a Preferred Banking Specialist in Miami, FL. The role focuses on delivering personalized financial services to high-net-worth clients, understanding their needs, and connecting them with appropriate bank products to drive client satisfaction and department profitability.

You will support the Preferred Banking team, manage day-to-day servicing, and ensure adherence to KYC/BSA procedures, with opportunities to expand client relationships through lending,

Qualifications

• Technical Studies required.
• Possible degrees include Business, Finance, Accounting or Economics.
• Preferred certifications include BSA/AML, CAMS, Real Estate License, NMLS, Notary Public, or other banking credentials.
• 1–2 years of customer service or client-facing experience preferred.
• Languages: English and Spanish (preferred).

Responsabilités

• Supports relationship managers in developing long-term relationships with high-net-worth and preferred banking clients.
• Reviews and analyzes required account documentation; assists with account opening and maintenance; ensures compliance with BSA/KYC.
• Delivers high-touch service by promptly addressing inquiries and resolving account-related issues.
• Identifies opportunities to deepen client relationships through cross-selling banking solutions (credit cards, lending, treasury management).
• Provides coverage to the Preferred Banking team and supports account and transaction requests as needed.
• Manages day-to-day servicing of preferred client accounts (deposits, transfers, online banking, etc.).
• Assists with preparation and processing of client agreements and records for accuracy and compliance.
• Performs other duties as assigned.

Connaissances

Client relationship management

High-touch service

Cross-selling

English & Spanish

Formation

Technical Studies

Bachelor's degree in Business/Finance/Economics/Accounting

Description du poste

If you are unable to complete this application due to a disability, contact this employer to ask for an accommodation or an alternative application process.

Preferred Banking Specialist

Credit Analysis Full-time Regular Full-Time Clerical Miami, FL, US

At International Finance Bank (IFB) , our people are at the heart of everything we do. We are united and driven by a shared purpose. We believe meaningful impact starts with our people, which is why we are committed to creating an environment where talent is empowered to thrive, reach its full potential, and make a lasting difference. Here, your contributions matter, your growth is supported, and your ideas can help shape the future. This is a place where you can truly grow with purpose and leave a legacy.

What We Offer

Joining our team means becoming part of an organization that invests in your success and well-being through:

• A Shared Purpose: Connect your personal values with meaningful work. We foster a culture where every individual understands the impact of their contributions and plays a role in building something greater.
• Continuous Growth: Unlock your potential through ongoing learning and development opportunities, supported by approachable leaders who are committed to your success.
• Support for your Well-Being: Benefit from a comprehensive rewards package that includes competitive benefits, wellness initiatives, flexible work arrangements, and transparent, equitable compensation.

How You’ll Make an Impact

This position is responsible for delivering personalized, high-quality financial services to high-net-worth clients by understanding their unique financial needs, providing tailored banking solutions, and supporting client satisfaction, relationship growth, and the overall profitability of the department and Bank.

Key Responsibilities

• Supports the banker in the development and deepening of long-term relationships with high-net-worth and preferred banking clients by understanding their financial needs and connecting them with appropriate bank products and services.
• Collects, reviews, and analyzes required account documentation; supports account opening and maintenance activities; and ensures adherence to applicable Bank Secrecy Act (BSA), Know Your Customer (KYC), and internal compliance requirements.
• Delivers a high-touch service experience to preferred banking clients by responding promptly to inquiries, resolving account-related concerns, and coordinating timely solutions tailored to client needs.
• Identifies opportunities to deepen client relationships through appropriate cross-selling and referrals for additional banking solutions, including credit cards, residential and commercial lending, treasury management, and other bank products and services.
• Provides coverage and operational supports to the Preferred Banking team, ensuring continuity of client service and assisting with account and transactional needs as required.
• Manages day-to-day servicing of preferred client accounts, including deposits, withdrawals, wire transfers, online banking, treasury management services, account maintenance, and other transactional requests.
• Assists with the preparation, review, and processing of client agreements, account documentation, and other required records, ensuring accuracy, completeness, and compliance with established banking procedures.
• Other duties: Perform other duties as assigned by leaders.

Requirements

Required Education:Technical Studies

Possible Degrees:Business, Finance, Accounting or Economics

Other Education: Preferred certifications include BSA/AML, CAMS, Real Estate License, NMLS, Notary Public, or other relevant banking and financial services credentials.

Required Years of Experience in Position: 1-2 Years with customer service/client facing experience (Preferred)

Languages: English and Spanish (Preferred)

Technical Knowledge and Skills

• Client Relationship Management & High-Touch Service
• Banking Products, Services & Relationship Solutions
• Cash & Treasury Management
• BSA/AML, KYC & Banking Compliance Knowledge

Your talent has the power to create meaningful impact. Together, we are redefining what it means to go Beyond Banking by creating a stronger future for our people, our clients, and the communities we serve.

Equal Employment Opportunity and Affinity Action

IFB is an equal opportunity employer. It is the policy of IFB to provide Equal Employment opportunities to all qualified applicants and employees without regard to race, color, religion, sex (including pregnancy, sexual orientation, and gender identity), national origin, age, disability, genetic information, marital status, protected veteran status, or any other status protected under applicable federal state or local laws.

IFB complies fully with all applicable federal equal employment opportunity and affirmative action laws and regulations including those enforced by the equal employment opportunity commission (EEOC) and other federal and state agencies. The Bank takes affirmative action to ensure equal opportunity in all employment practices for minorities, women, protected veterans, and individuals with disabilities.

Work Authorization and Sponsorship

Applicants must be currently authorized to work in the United States on a full-time basis IFB does not provide visa sponsorship or take over sponsorship for employment-based visas at this time, including but not limited to H-1B, H-2B, E-3, TN and F-1 (OPT/STEM), or J-1 visas. Candidates requiring such sponsorship now or in the future will not be considered for employment.

Drug-Free Workplace Statement

To promote the safety and well-being of our employees and customers, IFB maintains a drug-free workplace. All candidates selected for hire are required to successfully complete a pre-employment background check and drug screening in accordance with company policy and applicable law.