- 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
- BMO Financial Group (Marco Island, FL)
- …and self-serve options with the goal of making it easy, simple, and fast to bank with BMO. + As a lobby leader, assists in conducting client conversations about ... identify potential opportunities and address everyday banking plans and credit card needs. + Contributes to meeting branch business...days worked, hours, and shifts. + Follows through on risk and compliance processes and policies to ensure we… 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
- Truist (Miami, FL)
- …promptly to their leader for awareness 15. Comply with all operational, risk , and credit requirements 16. Meet/exceed designated performance metrics which ... Connect focuses on delivering Truist to a segment of Commercial Community Bank clients through a virtual delivery environment, providing for an easier method… more
- JPMorgan Chase (Tampa, FL)
- …of process. **Job Responsibilities** + Process transaction Standby letter of credit / Bank Guarantees - issuance, amendments & payments including compliance ... documents. + Ensure accountability that the unit complies with the JPMC risk & control policies and processes. Training/Mentoring the team periodically to upskill… more
- Mass Markets (FL)
- …application, aging reports, and account reconciliation + Enters routine journal entries and bank transactions + Enters AP bills and credit card transactions if ... records, and a comprehensive system of controls and budgets designed to mitigate risk , enhance the accuracy of the company's reported financial results, and ensure… more
- Citigroup (Tampa, FL)
- **Overview of Citi:** Citi, the leading global bank , has approximately 200 million customer accounts and does business in more than 160 countries and jurisdictions. ... range of financial products and services, including consumer banking and credit , corporate and investment banking, securities brokerage, transaction services, and… more
- Citigroup (Jacksonville, FL)
- **About Citi:** Citi, the leading global bank , has approximately 200 million customer accounts and does business in more than 160 countries and jurisdictions. Citi ... range of financial products and services, including consumer banking and credit , corporate and investment banking, securities brokerage, transaction services, and… more