Last updated: 2025-05-22

32 Financial Services Sales And Management jobs in Miami.

Hiring now: Relationship Mgr @ Idb, Sales And Service Associa @ Popular, Middle Market Relationshi @ Citizens, Loan Sales Spec @ Onemain Fi, Branch Mgr @ Ameriprise, Card Spec Proj Mgr @ Fiserv, Relationship Management C @ Lincoln Fi, Wealth Management Spec @ Bank Of Am, Dir Or Vice President @ Mission Ca, Dir Of Correspondent Bank @ Intermex W.Explore more at at kaamvaam.com

🔥 Skills

client relationships (7) Customer Service (6) Portfolio Management (5) relationship management (5) communication (4) Commercial Banking (4) Business Development (4) training (4) customer service (3) risk management (3)

📍 Locations

Miami (15) Boca Raton (4) Fort Lauderdale (3) Aventura (2) Coconut Grove (1) Coral Gables (1) Coral Springs (1) Deerfield Beach (1) Miami Lakes (1) North Miami (1)
🔍 Go to full job search

Idb

Relationship Manager Aventura
Skills & Focus: Portfolio Management, Due Diligence, Client Engagement, Investment Strategies, Trade Execution, Performance Monitoring, Client Relationships, Spanish, Portuguese, Reporting

Popular

Sales and Service Associate Aventura
Skills & Focus: sales, customer service, banking, transactions, communication, client needs, relationship building, marketing campaigns, risk management, compliance
About the Company: 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 …
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

Citizens

Middle Market Relationship Manager III Commercial Banking Boca Raton
Skills & Focus: Commercial Banking, Relationship Manager, Middle Market, Client Management, Financial Services, Business Development, Portfolio Management, Customer Service, Sales Strategy, Risk Assessment
About the Company: Citizens is a leading financial institution committed to building a diverse, inclusive, and high-performing culture.
Experience: Professional
Type: Full Time
Middle Market Relationship Manager III Boca Raton
Skills & Focus: Commercial Banking, Remote, Middle Market, Florida, Long-term Relationships, Client Management, Business Development, Sales Strategy, Financial Solutions, Customer Service
Experience: Entry Level
Type: Full-time
Middle Market Relationship Manager III Boca Raton
Skills & Focus: Commercial Banking, Relationship Management, Client Engagement, Financial Services, Business Development, Negotiation, Risk Management, Portfolio Management, Sales Strategy, Customer Service
About the Company: Citizens Bank offers a wide range of financial services, including banking, mortgage, and investment solutions.
Type: Full Time

Onemain Financial

Loan Sales Specialist Coconut Grove
Skills & Focus: Sales, Collections, Retail, Loan Sales, Customer Service, Customer Care, Business Development, Financial Sales, Management Trainee, Customer experience
About the Company: OneMain Financial (NYSE: OMF) is the leader in offering nonprime customers responsible access to credit and is dedicated to improving the financial well-being …
Experience: Entry to Mid-Level
Type: Full-time and Part-time
Benefits: Health and wellbeing options including medical, prescription, dental, vision, hearing, accident, hospital indemnity, an…

Ameriprise Financial

Branch Manager Coral Gables
Skills & Focus: branch growth, coaching, recruiting, leadership, client acquisition, business planning, wealth management, sales activities, financial planning, culture development
About the Company: 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…
Experience: 3 - 5 years of relevant work experience
Type: Full-time

Fiserv, Inc.

Card Specialist Project Manager Coral Springs
Skills & Focus: Project Management, Client Accounts, Consulting, Gift Solutions, Closed Loop Prepaid, Cross-functional Teams, Product Development, Client Relationships, Innovation, Portfolio Management
About the Company: Fiserv is a global leader in Fintech and payments, connecting financial institutions, corporations, merchants, and consumers.
Experience: 3 years in project management within the financial services industry.
Benefits: Medical, Vision, Dental, Wellness Program, 401k, Employee Stock Purchase Plans.

Lincoln Financial

Relationship Management Consultant Deerfield Beach
Skills & Focus: relationship management, customer experience, group benefits, client relationships, internal stakeholders, communication, service delivery, financial products, training, service needs
About the Company: Lincoln Financial Group provides financial services and insurance, focused on group benefits and individual solutions.
Experience: 3 – 5+ Years experience in relationship management
Type: Hybrid/Flexible

Bank Of America

Wealth Management Specialist Fort Lauderdale
Skills & Focus: wealth management, investment products, client service, business management, investment advice, client relationships, financial advisors, risk analysis, client interactions, operational support
Type: Full-time

Lincoln Financial

Relationship Management Consultant Fort Lauderdale
Skills & Focus: relationship management, customer experience, group benefits, client relationships, internal stakeholders, communication, service delivery, financial products, training, service needs
About the Company: Lincoln Financial Group provides financial services and insurance, focused on group benefits and individual solutions.
Experience: 3 – 5+ Years experience in relationship management
Type: Hybrid/Flexible

Mission Capital Advisors

Director or Vice President Fort Lauderdale
Skills & Focus: Due Diligence, Loan Sale Advisor, bank lending, mortgage debt, capital market, performing assets, investment banks, specialty finance, debt capital markets, relationships
About the Company: Mission Capital is a leading Third-party Due Diligence provider and Loan Sale Advisor.

Intermex Wire Transfer Llc.

Director of Correspondent Banking Miami
Skills & Focus: 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
About the Company: Intermex Wire Transfer LLC. is an equal opportunity employer that is committed to diversity and inclusion in the workplace. We prohibit discrimination and hara…
Experience: 5+ years of relevant professional experience maintaining Company and Banking relationships

Bank Of America

Senior Credit Underwriter Miami
Skills & Focus: financial analysis, credit documentation, loan structuring, risk assessment, portfolio management, communications, collaboration, negotiation, underwriting, credit approval
About the Company: At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection.
Experience: 3-5+ years of commercial/private wealth management credit experience
Salary: $86,900.00 - $119,300.00 annualized salary
Type: Full-time
Benefits: Industry-leading benefits, access to paid time off, resources and support to our employees.
Sr. Merchant Specialist Miami
Skills & Focus: merchant services, sales lead, public sector banking, client engagement, payment ecosystem, merchant processing, sales administration, client needs assessments, product proposals, contract negotiation
About the Company: A financial services corporation providing banking and financial solutions.
Salary: $123,500.00 - $165,800.00
Type: Full-time
Benefits: Industry-leading benefits, paid time off, resources, and support.

Firstcash Holdings, Inc.

Field Support Specialist Miami
Skills & Focus: retail partners, merchant education, store growth, customer relationship, CRM, sales visits, portfolio growth, training, B2B presentations, merchant services
About the Company: FirstCash Holdings, Inc. is a retail company specializing in providing financial services and consumer credit solutions.
Benefits: Industry-leading compensation with base salary and uncapped commissions, monthly mileage and cell phone reimbursement, …

Cushman & Wakefield

Senior Transaction Manager Miami
Skills & Focus: 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

Murgado Automotive Group

Director of BDC Operations Miami
Skills & Focus: BDC Leadership, Customer Engagement, Sales Optimization, Service Retention, Team Development, Process Excellence, Data Analysis, Compliance, Performance Targets, Communication Skills
About the Company: Since our founding in 2001 with just three brands, Murgado Automotive Group has experienced phenomenal growth, now encompassing over 30 locations. Recognized i…
Experience: A minimum of five years of demonstrable experience managing and scaling multi-location or large-scale BDC operations, preferably within the automotive industry at a group or platform level.
Type: Full-time
Benefits: Comprehensive Health Benefits: Medical, Dental, and Vision Plans. Financial Security: 401(k) Savings Plan with company …

Global Finance Ltd

Loan and Financial Services Provider Miami
Skills & Focus: loan, bank guarantees, BG, SBLC, letter of credit, trade finance, project funding, finance trader, non-collateral loan, investor
About the Company: Registered money lender and finance trader providing non-collateral loans and financial services.

Lincoln Financial

Relationship Management Consultant Miami
Skills & Focus: relationship management, customer experience, group benefits, client relationships, internal stakeholders, communication, service delivery, financial products, training, service needs
About the Company: Lincoln Financial Group provides financial services and insurance, focused on group benefits and individual solutions.
Experience: 3 – 5+ Years experience in relationship management
Type: Hybrid/Flexible

Loandepot

Builder Loan Consultant Miami
Skills & Focus: loan pipeline, loan referrals, credit approval, loan program, documentation, rate sheets, negotiate rates, lock loans, borrowers communication, product codes
About the Company: loanDepot (NYSE: LDI) is a digital commerce company committed to serving its customers throughout the home ownership journey. Since its launch in 2010, loanDep…
Experience: 1-3 years of Loan Origination experience required
Benefits: Comprehensive benefits package including Medical/Dental/Vision. Wellness program to support both mental and physical he…

International Money Express Inc.

Team Lead, Account Manager Miami
Skills & Focus: agent relationships, FX investments, sales objectives, ROI, transactions, market analysis, exchange rates, customer satisfaction, revenue streams, analytical skills
About the Company: A leading omnichannel money transfer service to Latin America, publicly traded on NASDAQ.

Mdm Hotel Group, Ltd.

Director of Group Sales Miami
Skills & Focus: group sales, client proposals, negotiation, customer satisfaction, sales strategy, business development, revenue management, market analysis, relationship management, financial management
About the Company: An independent franchisee operating JW Marriott Marquis Miami.
Experience: Minimum five years group sales experience in assigned territory.
Type: Full-Time
Benefits: Health Insurance, Dental and Vision, Paid Time Off, 401K, Parking and Metro Reimbursement, Travel Perks and Benefits, R…

Visa

North America Visa Director Cross Border Bank Account Manager Miami
Skills & Focus: cross-border, bank accounts, client relationships, transaction management, revenue growth, sales cycle, business strategy, account plans, performance optimization, financial targets
About the Company: 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…
Type: Hybrid

Majority

Credit Risk Manager Miami
Skills & Focus: credit risk management, credit card products, strategic vision, underwriting, credit policy, risk models, valuations, loss forecasting, customer acquisition, high-performing team
About the Company: MAJORITY is a groundbreaking mobile banking service built for migrants, by migrants. Our purpose is to empower migrants and help them achieve their dreams.
Experience: 7+ years of experience in analytics & strategy roles.
Type: Full-time

Visa

NA Regional and Community Bank Team Lead, Visa Direct Miami
Skills & Focus: payment, transaction, revenue, client, growth, bank, portfolio, relationship, strategy, performance
About the Company: Visa is a global payments technology company that facilitates digital fund transfers worldwide.

Milo

Loan Closer Miami
Skills & Focus: Loan Closer, closing documents, loan package, regulatory compliance, performance metrics, Capital Markets, document preparation, foreign national loans, customer service, team-oriented environment
About the Company: 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…
Experience: 5+ years at a bank in their residential mortgage lending department
Type: Full-time
Benefits: Competitive compensation to the market and tech ecosystem, Stock options, Generous vacation policy with 4 weeks PTO per…

Popular

Commercial Banking Portfolio Manager Miami Lakes
Skills & Focus: portfolio management, credit solutions, underwriting, risk management, client relationships, financial services, commercial loans, performance monitoring, process improvements, credit investigations
About the Company: 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 …
Experience: Seven years of experience in underwriting, portfolio administration, and commercial loan credit decision-making
Type: Hybrid
Teller North Miami
Skills & Focus: teller banking transactions, customer service, cash handling, sales, risk management, compliance, financial solutions, community involvement, digital service channels, relationship building
About the Company: 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 …
Experience: 6 months cash handling or retail sales experience
Type: Full-time
Benefits: Comprehensive health plan, flexible time off options, savings and investment plans.

Onemain Financial

Loan Sales Specialist Pembroke Pines
Skills & Focus: Sales, Collections, Customer Service, Loan Sales, Consumer Lending, Financial Solutions, Relationships, Credit Underwriting, Customer Experience, Bilingual
About the Company: OneMain Financial is the leader in offering nonprime customers responsible access to credit and is dedicated to improving the financial well-being of hardworki…
Experience: Entry to Mid-Level
Type: Full-time
Benefits: Health and wellbeing options including medical, prescription, dental, vision, hearing, accident, hospital indemnity, an…

Bank Of America

Registered Wealth Management Client Associate Weston
Skills & Focus: wealth management, investment products, client onboarding, account maintenance, digital experience, client service, financial advisors, sales support, regulatory compliance, relationship management
About the Company: Bank of America Merrill Lynch is a financial services company providing wealth management, banking, and investment products.
Experience: 2+ years post high school education and/or 4+ years of relevant experience
Type: Full-time