- Huntington National Bank (Naples, FL)
- …documentation, maintenance, and servicing of the relationship. Partners with one or more Wealth Advisors to support the sales process and deliver exceptional ... adhering to policies and procedures. Service coverage for multiple practices (Private Banking , Trust, & Investment Management ). Duties and Responsibilities: +… more
- Citigroup (West Palm Beach, FL)
- …and services, including consumer banking and credit, corporate and investment banking , securities brokerage, and wealth management . Citi Bank Retail ... clients to segment partners when appropriate (including but not limited to Bank, Wealth Management , Small Business, Cards, etc. + Keep abreast of trends… more
- Truist (Miami, FL)
- …efforts to serve the retail banking needs for clients' owners/ management /associates (eg Wealth Management , Truist@Work). 5. Assume responsibility ... quality, balance sheet quality, profitability and growth, and Risk Management . Should drive a consistent client experience that positions...in the Commercial segment (defined as $5-75MM in annual sales ) in local market. Integrate all banking … more
- Truist (Ocala, FL)
- …Set the strategic direction of the Financial Advisor team to increase assets under management , sales and service. 3. Develop and maintain a profitable level of ... licenses. 3. Applicable state health and life insurance licenses. 4. Securities sales and client relationship management experience 5. Organized and… more
- Citigroup (Miami, FL)
- …revenue annually in core product areas: investment management , capital markets, and banking & lending + Create sales and marketing strategies designed to ... client situation and utilize that knowledge to develop tailored wealth management strategies. HNW Private Bankers are...Bankers are able to develop and adapt a disciplined sales process to convert a pipeline of prospects into… more
- First Horizon Bank (Key West, FL)
- …its subsidiaries offer commercial, private banking , consumer, small business, wealth and trust management , retail brokerage, capital markets, fixed income, ... will act as the point of contact for Commercial Banking clients for all servicing requests related to the...diligence requirements from field + Assists Relationship Manager(s) with sales support functions to include marketing requests, client and… more
- First Horizon Bank (Miami Lakes, FL)
- …its subsidiaries offer commercial, private banking , consumer, small business, wealth and trust management , retail brokerage, capital markets, fixed income, ... external sources. + Provide product support to the Treasury Management Sales and Service partners. + Work...with capital and counsel. Headquartered in Memphis, TN, the banking subsidiary First Horizon Bank operates in 12 states… more
- Truist (Fort Lauderdale, FL)
- …efforts to serve the retail banking needs of our clients' owners/ management /teammates (eg Private Wealth Management , Truist@Work Financial Wellness, ... and prospective clients with $75MM to $500MM in annual sales . Leverage the CCB Industry & Advisory teams as...4. Proactively contact clients to fully develop middle market banking relationships by executing on Integrated Relationship Management… more
- First Horizon Bank (Miami, FL)
- …its subsidiaries offer commercial, private banking , consumer, small business, wealth and trust management , retail brokerage, capital markets, fixed income, ... Works with product team to research, identify, and implement appropriate products sales strategies to identify opportunities for meeting goals * Coordinates the… more
- Citigroup (Miami, FL)
- …+ Help clients achieve broad financial/investment goals related to the creation and management of wealth . + Develop tailored solutions that address clients' ... an in-depth understanding of clients' businesses and sources of wealth generation. + Anticipate events in a client's life...investment, risk management , and financing/liquidity needs. + Set challenging goals, regularly… more