- First Horizon Bank (Homestead, FL)
- …in job posting. **SUMMARY:** The Senior Relationship Banker is a trusted advisor who engages clients in meaningful, consultative conversations to understand their ... drive growth by actively promoting and selling the bank's products and services . This role emphasizes deepening client relationships through excellent service ,… more
- First Horizon Bank (Coral Gables, FL)
- …wealth management client relationships and delivers high quality fiduciary services . Officer assumes primary responsibility for overall client satisfaction as ... the relationship manager by collaborating with the service team and appropriate FH partners to ensure timely delivery of high-quality fiduciary service , issue… more
- Raymond James Financial, Inc. (St. Petersburg, FL)
- …processes more complex loan applications. + Orders credit verifications and third-party services . + Tracks receipt of and completeness of legal documents, loan, and ... of closing costs, Regulation Z disclosures, and other disclosures required by consumer regulation. + May perform initial credit analysis submission via automated… more
- PNC (Fort Lauderdale, FL)
- …businesses with annual sales from $1 million to $5 million. As a trusted advisor within a fast-paced, dynamic environment you will leverage your business acumen to ... small business segments are Retail, Agricultural, Healthcare, Manufacturing, Professional Services , Wholesale and Women in Business. As a Relationship Manager… more
- PNC (Coral Gables, FL)
- …may be performed remotely, at manager's discretion. Commercial Banking provides financial services , both in and out of PNC's branch footprint, to companies with ... million to $50 million. You will be a trusted advisor within a fast-paced, ever-changing environment. Your ability to...negotiation and documentation of credit and non-credit products and services . + Manages risk/return and drives quality for new… more
- First Horizon Bank (Fort Lauderdale, FL)
- …help them achieve mutually beneficial business goals and strengthen our communities. CRMs service a wide variety of business and individual loans to build long-term ... clients, and ensure we deliver the highest level of service while providing sound asset stewardship through a balance...and high potential clients. + Acts as a financial advisor by educating the customer about financial strategies (eg… more
- JPMorgan Chase (Palm Beach, FL)
- The Global Trusts & Estates Practice is an integral part of the services we offer to clients. With over 170 years of experience in serving as a corporate fiduciary ... for families, it is important that our Trusts and Estates services are delivered by the most capable people, with technical experience as well as the ability to… more
- Coinbase (Tallahassee, FL)
- …will serve as a primary subject matter expert for Coinbase's products, providing world-class service and support to our most valued customers. You'll join a team of ... in the most efficient manner. * Be a trusted advisor , listen and empathize so the customer knows they...and ever changing crypto world and unlock additional features, services , and products that benefit their unique profile. *… more
- Citigroup (Tampa, FL)
- …governments, and institutions with a broad range of financial products and services , including consumer banking and credit, corporate and investment banking, ... system utilized for capture, enrichment, and routing of all Securities Services related FX orders across Citi's unrivaled custody network. The Applications… more
- Coinbase (Tallahassee, FL)
- …integration within a company or premier consulting firm * Experience in financial services and/or consumer Internet, especially if focused on digital currency ... and drive proactive escalation/resolution of issues * Serve as a trusted advisor and key resource to all cross-functional teams, ensuring collaboration and… more