- MUFG (Tampa, FL)
- …summary and the employee may be responsible to perform duties not reflected herein. The Bank does not guaranty its accuracy and it is subject to change at any time ... position description does not alter the employment-at-will relationship that exists between the Bank and the employee, nor does it create a contract of employment… more
- Citigroup (Miami, FL)
- …market clients. In addition, they are able to deliver quality Private Bank client relationships (solutions and services) in an intensely competitive fragmented ... market, taking fullest advantage of the Citi franchise while protecting the Bank and client/firm by complying with relevant policies, procedures, and country… more
- TD Bank (Ormond Beach, FL)
- …the ability to service customers with opening/closing personal deposit accounts, everyday bank transactions, debit card/ credit card issues, regulation E, mobile ... refer them to the appropriate team member or internal Bank partner, while ensuring a positive customer experience +...Bank Secrecy Act and Patriot Act to minimize risk and protect the customer + Accurately processes cash/deposit/withdrawal… more
- TD Bank (Miami, FL)
- …in the tax calendar; ensuring return workpapers accurately reflect tax credit utilization and carry forwards; ensuring return workpapers accurately reflect NOL ... the organization - identifies and manages risks, and escalates non-standard, high risk activities as necessary + Ensures business operations are in compliance with… more
- M&T Bank (North Palm Beach, FL)
- …trust administration management for complex trust relationships. + Assess and manage risk , exercise fiduciary discretion and judgment, and adhere to policies and ... distribution needs. + Communicate regularly with the client team (Custom Credit Advisors, Investment Advisors, and Commercial and Business Bankers, etc.) supporting… more
- Verint Systems, Inc. (Tallahassee, FL)
- …integration. + Manage global insurance programs and counterparty assurance programs (surety bonds, bank guarantees and letters of credit ). + Maintain a system of ... . **Overview of Job Function:** The Vice President of Treasury and Risk Management leads and maintains stewardship for financial assets and debt including… more
- City National Bank (Tallahassee, FL)
- …WHAT IS THE OPPORTUNITY? The role of the Underwriter III is to evaluate the credit risk against company standards and to determine the borrower's ability to ... goal of achieving the optimal quality asset for the bank while satisfying the needs of borrower. The Underwriter...that all supporting documents are included to make a credit decision per established policies * Identifies issues and… more
- TD Bank (Tampa, FL)
- …statements + Processes payments, advances, pay-downs, wires and line of credit adjustments + Supports Relationship Team with reporting, loan activities, ... pipeline, loan closing and the most complex loan input on the Bank loan origination platform + Prepares correspondence and provides administrative support +… more
- JPMorgan Chase (Palm Beach, FL)
- …to provide a first-class experience to clients within JP Morgan's US Private Bank . If you have an entrepreneurial mindset and are looking to constantly challenge ... level. As a Private Banker in the US Private Bank , you are responsible for advising families on building,...You will use your knowledge of investments, financial planning, credit and banking to both advise current clients on… more
- JPMorgan Chase (Miami, FL)
- …provide a first-class experience to clients within JP Morgan's Latin America Private Bank . If you have an entrepreneurial mindset and are looking to constantly ... As a Private Banker in the Latin America Private Bank , you are responsible for advising families on building,...You will use your knowledge of investments, financial planning, credit and banking to both advise current clients on… more