- Citigroup (Miami, FL)
- …CPB clients and perform responsibilities through proficient use of the following Citi Private Bank platform applications such as One Source, WINS, DMS, OLOD, etc ) + ... with clients via telephone, email, fax or in person + Interface with Operations and Product Areas to insure timely response to inquiries + Identify cross-selling… more
- BMO Financial Group (Jacksonville, FL)
- …key initiatives** in collaboration with other architects and in alignment with bank 's target architecture and standards for a business domain like Deposits, Cards, ... and roadmaps** of business functional areas - deposits, cards, payments, operations , customer experience, analytics working with business and technology partners +… more
- Wells Fargo (Punta Gorda, FL)
- …and exercise judgement within defined policies and procedures + Develop understanding of bank products and services to connect to customers' needs + Interact with ... care and build relationships + Provide appropriate options for bank products and services to customer + Refer customers'...Individuals in a SAFE position also must meet the Loan Originator requirements under Regulation Z (LO) outlined in… more
- Wells Fargo (Bartow, FL)
- …and exercise judgement within defined policies and procedures + Develop understanding of bank products and services to connect to customers' needs + Interact with ... care and build relationships + Provide appropriate options for bank products and services to customer + Refer customers'...Individuals in a SAFE position also must meet the Loan Originator requirements under Regulation Z (LO) outlined in… more
- Navy Federal Credit Union (Pensacola, FL)
- …in this position to be strong analytically, with an ability to bridge strategy and operations , and be able to connect the details in the data to the bigger picture. ... Prepare and process related documentation. + Maintain accurate records and update loan servicing systems. Qualifications All of the below responsibilities will be… more
- Wells Fargo (Pembroke Pines, FL)
- …and exercise judgement within defined policies and procedures * Develop understanding of bank products and services to connect to customers' needs * Interact with ... care and build relationships * Provide appropriate options for bank products and services to customer * Refer customers'...Individuals in a SAFE position also must meet the Loan Originator requirements under Regulation Z (LO) outlined in… more
- Live Nation (Lake Buena Vista, FL)
- …dozens of owned/operated Amphitheaters to our Global Touring team, from Ticketing and Venue Operations to Marketing and Sales we foster a fun and upbeat work culture ... tickets to dog-friendly offices, to progressive benefits like student loan reimbursement and adoption/fertility support it's no wonder we...bar staff at end of shift + Responsible for bank and adherence to HOB cash handling policy +… more
- Navy Federal Credit Union (Pensacola, FL)
- …including processing payoff quotes, drafting, recast, assumption, streamline rate reduction, and loan modification. While we operate as a back-office team, we manage ... both front-end and back-end operations , ensuring seamless service delivery and operational excellence. As...range, based on your experience, location and market position Bank Secrecy Act: Remains cognizant of and adheres to… more
- BMO Financial Group (Jacksonville, FL)
- …of clients. Makes credit decisions and recommendations in compliance with bank policies and procedures while maintaining an exceptional client service environment. ... renewal and extension loans aligned with client needs and bank & risk policies + Conducts financial analysis and...Relevant experience in credit or lending instruments or financial operations in a corporate or banking environment is an… more
- Wells Fargo (Boca Raton, FL)
- …guidelines by building relationships with realtors, builders, financial planners, bank stores, past customers, and other nontraditional sources while providing ... related to team supervision, work allocation, financial resources, and daily operations ; manage personal and team's pipeline to effectively manage customer loyalty… more