Private Banking Relationship Advisor

International Finance Bank Inc.; Miami (FL); On-site; USD 55,000 - 85,000; Full time

Job summary

International Finance Bank is seeking a Preferred Banking Specialist in Miami, FL. This full-time clerical role focuses on delivering high-touch financial services to high-net-worth clients, understanding their needs, and providing tailored banking solutions.

You will support account opening, documentation, and compliance, while aiming to deepen client relationships and drive profitability for the department.

Qualifications

• Client relationship management experience with high-touch service.
• Knowledge of banking products, services, and relationship solutions.
• Experience with cash and treasury management activities.
• Knowledge of BSA/AML, KYC, and banking compliance requirements.

Responsibilities

• Supports relationship managers in developing long-term relationships with high-net-worth clients.
• Reviews documents, supports account opening and maintenance while ensuring compliance.
• Delivers high-touch service and resolves client inquiries promptly.
• Identifies opportunities for cross-selling and referrals to other bank products.
• Provides coverage to the Preferred Banking team and supports client accounts.
• Manages day-to-day servicing of preferred client accounts (deposits, transfers, online banking).
• Assists with preparing and processing client agreements and records for accuracy and compliance.
• Performs other duties as assigned by leaders.

Skills

Client relationship management

Banking products & services

Cash & treasury management

BSA/KYC compliance

Education

Technical Studies

Business/Finance/Economics

Job description

International Finance Bank is seeking a Preferred Banking Specialist in Miami, FL. This full-time clerical role focuses on delivering high-touch financial services to high-net-worth clients, understanding their needs, and providing tailored banking solutions.

You will support account opening, documentation, and compliance, while aiming to deepen client relationships and drive profitability for the department.