- Citigroup (Boca Raton, FL)
- …range of financial products and services, including consumer banking and credit , corporate and investment banking, securities brokerage, and wealth management. Citi ... Bank Retail Mortgage provides home lending services via our...customer's financial situation, financial and personal goals, tolerance for risk and change, plans for the future, income, assets,… more
- Truist (St. Petersburg, FL)
- …maintenance requests, problem resolution and advanced sales functions regarding deposit, credit , convenience and other product and service lines. 2. Contributes to ... Participates fully in all components of the established Truist Retail Community Bank Leadership Routines. 5. Commits to advancing individual knowledge of sales… more
- Truist (Orlando, FL)
- …points of contact. 5. Partner with teammates in Treasury & Payment Solutions, Credit , Escrow & Corporate Trust and others to deliver specific solutions tailored to ... leadership in areas of interest to foster greater connectivity with Truist Bank . 9. Identify and "right channel" opportunities for clients and prospects-deliver the… more
- Capital One (Jacksonville, FL)
- …plays a critical role in driving the growth and profitability of the bank by generating new deposits, business loans, treasury management services, and other revenue ... COI relationships in your market, and close new business opportunities to grow the bank 's client base and revenue. + Build and maintain a robust network of centers… more
- JPMorgan Chase (Miami, FL)
- …innovation and a customer centric mindset balanced with the ability to manage risk ( credit , operational, and reputational) appropriately + Be passionate about ... The Technology team is part of JP Morgan's Commercial Bank in its Middle Market Banking and Specialized Industries...leading internal strategic discussions across all our solutions including credit and payments + Relentlessly focus on seeking out… more
- EverBank (Tallahassee, FL)
- …direct and indirect leads. + Works with customer and CAF team to structure risk appropriate transactions within CAF credit and pricing parameters. + Acts as ... and financing expertise for covered industries. + Working with the Bank 's credit policy and pricing guidelines, achieves various sales and pricing targets… more
- Raymond James Financial, Inc. (St. Petersburg, FL)
- …top service to RIA clients + Conduct periodic portfolio reviews, including credit assessments to determine continued suitability of investment consistent with ... risk tolerance and portfolio objectives. + Learn all facets...Fixed Income. + Knowledge of bond market, trading practices, credit and bond trading systems. + Fundamentals of fixed… more
- Citizens (Tampa, FL)
- …the enterprise to deliver comprehensive solutions in areas such as credit , liquidity, interest rate management, treasury solutions, and Wealth Management. Primary ... delight and shareholder value. + Engage COI's and internal partners across the bank to uncover and deepen new business opportunities. + Operate within a fast… more
- Citigroup (Boca Raton, FL)
- …referral relationships (Realtors, CPA's, Builders, etc). to drive mortgage business into the bank . + Appropriately assess risk when business decisions are made, ... about the customer's financial situation, financial and personal goals, tolerance for risk and change, plans for the future, income, assets, debts, cash flow,… more
- JPMorgan Chase (Tampa, FL)
- The Corporate Investment Bank 's Know Your Customer (KYC) team is at the forefront of safeguarding JP Morgan's reputation and financial assets by ensuring strict ... WKOR Production Team and key partners across Sales, Reference Data, Credit , Legal, and Compliance. Your responsibilities include managing end-to-end quality reviews… more