Last updated: 2025-06-06

46 Financial Services Sales And Management jobs in Miami.

Hiring now: Director Of Correspondent Banking @ Intermex W, Loan And Financial Services Provider @ Global Fin, Middle Market Relationship Manager Iii C @ Citizens, Branch Manager @ Ameriprise, Relationship Manager @ Idb, Sr Transaction Manager @ Cushman Wa, Account Manager @ Renew Fina, Loan Closer @ Milo, Relationship Management Consultant @ Lincoln Fi, Credit Risk Manager @ Majority. Explore more at at jobswithgpt.com

🔥 Skills

client relationships (6) Commercial Banking (4) Customer Service (4) financial services (4) Middle Market (3) Relationship Manager (3) wealth management (3) financial analysis (3) customer service (3) relationship management (3)

📍 Locations

Miami (15) Fort Lauderdale (8) Aventura (2) Coral Gables (1) Deerfield Beach (1) Miami Beach (1) Hialeah (1) Lauderhill (1) Miami Lakes (1)

Intermex Wire Transfer LLC.

Intermex Wire Transfer LLC. is an equal opportunity employer that is committed to diversity and inclusion in the workplace. We prohibit discrimination and hara…

Director of Correspondent Banking

Miami

  • Skills: Banking relationships, Cost saving solutions, Cash management, Treasury Management, Strategic Business Analysis, Bank and Client Relationship Management, Bank analysis, Due diligence, Banking products, Organizational skills
  • Experience: 5+ years of relevant professional experience maintaining Company and Banking relationships

Global Finance Ltd

Registered money lender and finance trader providing non-collateral loans and financial services.

Loan and Financial Services Provider

Miami

  • Skills: loan, bank guarantees, BG, SBLC, letter of credit, trade finance, project funding, finance trader, non-collateral loan, investor

Citizens

Citizens provides a broad range of financial services to help individuals and businesses achieve their goals.

Middle Market Relationship Manager III - Commercial Banking

Fort Lauderdale

  • Skills: Middle Market, Relationship Manager, Commercial Banking, Finance, Customer Service, Financial Analysis, Client Relations, Business Development, Team Collaboration, Risk Management
  • Experience: Professional
  • Type: Full Time

Ameriprise Financial

We’re a diversified financial services leader with more than $1 trillion in assets under management and administration as of 2022. Our team of 20,000 people in…

Branch Manager

Coral Gables

  • Skills: branch growth, coaching, recruiting, leadership, client acquisition, business planning, wealth management, sales activities, financial planning, culture development
  • Experience: 3 - 5 years of relevant work experience
  • Type: Full-time

idb

Relationship Manager

Aventura

  • Skills: Portfolio Management, Due Diligence, Client Engagement, Investment Strategies, Trade Execution, Performance Monitoring, Client Relationships, Spanish, Portuguese, Reporting

Cushman & Wakefield

Senior Transaction Manager

Miami

  • Skills: real estate, transaction management, client relationships, financial analysis, negotiation, portfolio management, commercial real estate, process management, strategic planning, communication skills
  • Experience: 5+ years of real estate experience in transactions management or corporate real estate
  • Type: Full time

Renew Financial

Renew Financial is the nation’s leader in affordable financing products for renewable energy and energy efficiency projects that help move America toward a cle…

Account Manager

Fort Lauderdale

  • Skills: Sales, Client Relationships, Financing Applications, Customer Satisfaction, Program Support, Training, Collaboration, Consumer Finance, Salesforce, Communication Skills
  • Experience: 3-5 years of Sales experience working in the Financial Services, HVAC, solar, Energy Efficiency and/or home improvement industries.
  • Type: Full-time

Milo

Reimagining the way global consumers access credit and financial services in a borderless world, we are the first digital home lending solution for global cons…

Loan Closer

Miami

  • Skills: Loan Closer, closing documents, loan package, regulatory compliance, performance metrics, Capital Markets, document preparation, foreign national loans, customer service, team-oriented environment
  • Experience: 5+ years at a bank in their residential mortgage lending department
  • Type: Full-time

Lincoln Financial

Lincoln Financial Group provides financial services and insurance, focused on group benefits and individual solutions.

Relationship Management Consultant

Deerfield Beach

  • Skills: relationship management, customer experience, group benefits, client relationships, internal stakeholders, communication, service delivery, financial products, training, service needs
  • Experience: 3 – 5+ Years experience in relationship management
  • Type: Hybrid/Flexible

MAJORITY

MAJORITY is a groundbreaking mobile banking service built for migrants, by migrants. Our purpose is to empower migrants and help them achieve their dreams.

Credit Risk Manager

Miami

  • Skills: credit risk management, credit card products, strategic vision, underwriting, credit policy, risk models, valuations, loss forecasting, customer acquisition, high-performing team
  • Experience: 7+ years of experience in analytics & strategy roles.
  • Type: Full-time

Popular

Popular is Puerto Rico’s leading financial institution and has been evolving since it was founded over a century ago. From a small bank, it has developed into …

Sales and Service Associate

Aventura

  • Skills: sales, customer service, banking, transactions, communication, client needs, relationship building, marketing campaigns, risk management, compliance
  • Experience: High School Diploma or equivalent along with at least one year of demonstrated successful sales experience and six months cash handling experience or equivalent related experience and training.
  • Type: On-site

Mission Capital Advisors

Mission Capital is a leading Third-party Due Diligence provider and Loan Sale Advisor.

Director or Vice President

Fort Lauderdale

  • Skills: Due Diligence, Loan Sale Advisor, bank lending, mortgage debt, capital market, performing assets, investment banks, specialty finance, debt capital markets, relationships

Visa

Visa Direct is an exciting, new payment service that Visa provides to clients to facilitate domestic and cross-border fund transfers/disbursements to Visa acco…

North America Visa Director Cross Border Bank Account Manager

Miami

  • Skills: cross-border, bank accounts, client relationships, transaction management, revenue growth, sales cycle, business strategy, account plans, performance optimization, financial targets
  • Type: Hybrid

loanDepot

loanDepot (NYSE: LDI) is a digital commerce company committed to serving its customers throughout the home ownership journey. Since its launch in 2010, loanDep…

Builder Loan Consultant

Miami

  • Skills: loan pipeline, loan referrals, credit approval, loan program, documentation, rate sheets, negotiate rates, lock loans, borrowers communication, product codes
  • Experience: 1-3 years of Loan Origination experience required

Interactive Brokers Group, Inc.

Interactive Brokers Group, Inc. (Nasdaq: IBKR) is a global financial services company headquartered in Greenwich, CT, USA, with offices in over 15 countries. W…

Financial Services Representative

Fort Lauderdale

  • Skills: client service, financial services, brokerage, trading, communication, analytical skills, problem-solving, financial instruments, customer inquiries, collaboration
  • Experience: Experience in financial services (e.g., brokerage, banking, trading, exchange, or clearinghouse) preferred but not required.
  • Type: Hybrid
  • Salary: Competitive salary

FirstCash Holdings, Inc.

FirstCash Holdings, Inc. is a retail company specializing in providing financial services and consumer credit solutions.

Field Support Specialist

Miami

  • Skills: retail partners, merchant education, store growth, customer relationship, CRM, sales visits, portfolio growth, training, B2B presentations, merchant services

Citizens Bank

A bank providing personal and business banking services, including wealth management, mortgage, retail, and digital banking.

Citizens Banker - Bilingual Spanish

Miami Beach

  • Skills: Customer Service, Financial Advice, Relationship Building, Digital Technology, Banking Transactions, Financial Solutions, Outbound Calls, Community Engagement, Bilingual Spanish, Sales
  • Experience: 2 years of sales and customer service experience
  • Type: Full-time
  • Salary: $24.50+/hour

Lincoln Financial

Lincoln Financial helps people to confidently plan for their version of a successful future, focusing on products like annuities, life insurance, group protect…

Alternative Investment Sales Specialist Account Executive

Miami

  • Skills: alternative investments, sales, wealth management, advisors, fund roadshows, field engagement, product development, market share, client relationships, compliance
  • Experience: 3-5+ years in alternatives distribution
  • Type: Full-time
  • Salary: $190,000 - $480,000

Visa

Visa is a global payments technology company that facilitates digital fund transfers worldwide.

NA Regional and Community Bank Team Lead, Visa Direct

Miami

  • Skills: payment, transaction, revenue, client, growth, bank, portfolio, relationship, strategy, performance

Bank of America

At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. We do this by driving Responsi…

VP, Sales - Cash Equities

Miami

  • Skills: debt products, equity products, client engagements, market analysis, financial services, business development, account management, strategies, quantitative investment, sales strategy
  • Type: full_time
  • Salary: {'min': None, 'max': None, 'period': '', 'currency': ''}

International Money Express, Inc.

One of the nation’s leading omnichannel money transfer services to Latin America.

Team Lead, Account Manager

Miami

  • Skills: money transfer, agents, FX rates, market analysis, analytical skills, sales objectives, customer satisfaction, financial skills, Excel, transactional revenue
  • Salary: {'min': None, 'max': None, 'period': '', 'currency': ''}

Bank of America

At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. We do this by driving Responsi…

Business Banking Relationship Manager

Miami

  • Skills: relationship management, financial solutions, sales opportunities, small business accounts, client portfolio management, financial analysis, credit documentation, business development, pipeline management, risk mitigation
  • Type: full_time
  • Salary: {'min': None, 'max': None, 'period': '', 'currency': ''}

Oportun

Oportun (Nasdaq: OPRT) is a mission-driven fintech that puts its 2.0 million members' financial goals within reach. Oportun empowers members with the confidenc…

Member Loyalty Representative

Lauderhill

  • Skills: customer service, outreach, sales experience, financial services, member service, community engagement, transaction processing, teamwork, bilingual, administrative tasks
  • Type: full_time
  • Salary: {'min': None, 'max': None, 'period': '', 'currency': ''}

Foundation Risk Partners

one of the fastest growing insurance brokerage and consulting firms in the US

Commercial Lines Account Manager

Miami

  • Skills: insurance brokerage, commercial lines, account management, client relationships, risk placement, renewal proposals, marketing strategy, agency management software, property and casualty, renewals
  • Type: full_time
  • Salary: {'min': None, 'max': None, 'period': '', 'currency': ''}

Popular

Popular is Puerto Rico’s leading financial institution and has been evolving since it was founded over a century ago. From a small bank, it has developed into …

Treasury Management Associate

Miami Lakes

  • Skills: Treasury Management, Cash Management, Customer Service, Problem Resolution, Implementation Process, Billing Process, Banking Products, Sales and Marketing, Client Discussions, Training
  • Type: full_time
  • Salary: {'min': None, 'max': None, 'period': '', 'currency': ''}

Visa

Visa is a world leader in payments and technology, with over 259 billion payments transactions flowing safely between consumers, merchants, financial instituti…

Money Movement Support Analyst

Miami

  • Skills: Client Services, Money Movement Solutions, Technical Solutions, Cross-border Payments, Escalation Point, Stakeholder Communication, Operational Support, Business Enhancement, Client Liaison, Financial Institutions
  • Type: full_time
  • Salary: {'min': 66400.0, 'max': 91300.0, 'period': 'annual', 'currency': 'USD'}