- Wells Fargo (Palm Beach, FL)
- …achieve financial goals. WIM provides financial products and services through the various bank and brokerage affiliates of Wells Fargo & Company. Our clients have ... access to Wells Fargo Advisors, referrals from securities-registered bankers in the Consumer Bank and the Wells Fargo Private Bank , our elevated experience for… more
- Scotiabank (Tampa, FL)
- …focused culture throughout their team to deepen client relationships and leverage broader Bank relationships, systems and product knowledge. + Lead a suite of US ... to improve the product P&L + Understand how the Bank 's risk appetite and risk culture should be considered...to meet obligations with respect to operational risk, regulatory compliance risk, AML/ATF risk and conduct risk, including but… more
- Citigroup (West Palm Beach, FL)
- …that cross generations to establish long-term connections to the Citi Private Bank . + Effectively manage client expectations regarding what can and cannot be ... line with the fundamental interests of the Citi Private Bank . + Help team members acquire the experience necessary...and seeks or grants approvals as appropriate. + Ensure compliance on regulatory requirements and minimizes any potential liability… more
- FirstBank PR (Miami, FL)
- …sources, such as realtors, CPA's, attorneys, or any other mortgage referral source, including bank clients. Must be able to cross sell additional bank products ... strive to achieve an outstanding level of customer service in accordance with the bank 's standards and competencies. Must have knowledge of FHA, Fannie Mae, VA loans… more
- Citigroup (Fort Lauderdale, FL)
- …ensuring consistent delivery of client and team experiences aligned with the bank 's standards **Responsibilities** : + Lead, coach, and support Universal Bankers and ... Tellers by modeling excellent service behaviors and mentoring on sales, service, and compliance routines. + Guide both clients and team members in the branch,… more
- Banco Popular Puerto Rico (Fort Lauderdale, FL)
- …role in a branch, as needed. This position is responsible for the sale of bank products and services to meet all needs of existing and potential customers while ... rendering quality service in accordance with bank goals to attain growth, profitability, and customer satisfaction. The Sales and Service Associate is responsible… more
- BMO Financial Group (Miami, FL)
- Facilitates growth for the Bank through business development and management of key client relationships. Maintains an outstanding and continuous record of ... the primary client advocate to ensure alignment with client needs and bank objectives. + Drives negotiations for high-value, complex transactions and credit… more
- The Hertz Corporation (Estero, FL)
- …The role also contributes to treasury process optimization, audit compliance , and strategic initiatives that enhance operational efficiency. The starting ... cash in a cost-effective manner. + Reconcile internal cash movements with ending bank balances and investigate variances. + Prepare and maintain the cash position… more
- Scotiabank (Tampa, FL)
- …development and maintenance in alignment with strategy, regulation, governance and compliance , risk management, audit, policies, and procedures. + Maintain product ... for clients and prospects, thereby achieving annual deposit growth targets.Ensure that the Bank 's interests are protected at all times by strictly adhering to risk… more
- Wells Fargo (Tampa, FL)
- …relationship management tools and systems and coordinate efforts with partners across the bank + Work proactively to build and grow relationships with new customers ... risks in the business, adhere to policies, procedures & controls and ensure compliance with applicable laws, rules & regulations + This SAFE position has customer… more