Wealth Banking Specialist for High-Net-Worth Clients

Automatic Data Processing, Inc.; Miami (FL); On-site; USD 50,000 - 65,000; Full time

Job summary

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).

Responsibilities

• 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.

Skills

Client relationship management

High-touch service

Cross-selling

English & Spanish

Education

Technical Studies

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

Job description

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,