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.
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…
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'}