- PNC (Fort Lauderdale, FL)
- …work with internal services partners to on-board and expand the business portfolio . **Job Description** + Handles relationship management activities with new and/or ... of wallet. Handles the origination, financial analysis, negotiation and documentation of credit and non- credit products and services. + Manages risk/return and… more
- Truist (Tampa, FL)
- …III) should be differentiated based on years of commercial banking experience, portfolio size, and overall potential in the role per leadership discretion. ... grow new commercial banking households. Understand and contribute to the credit decisioning process, including analysis and interpretation of financial statements, … more
- Wells Fargo (Tamarac, FL)
- …operating cycle and how business products and services can support businesses in the portfolio + Ensure the overall success and growth of an assigned portfolio ... 3+ years of experience sourcing and or managing a portfolio of clients with $1mm - 25mm in annual...general financial fitness and criminal background standards. A current credit report will be used to assess your financial… more
- JPMorgan Chase (Tampa, FL)
- …Acquisition banker in Business Banking, you'll be developing and managing a portfolio of large profitable business clients with annual revenue greater than ~$3MM. ... deepening existing relationships. **Job Responsibilities** + Acquire, retain and deepen a portfolio of approximately 40-50 business clients and 60 prospects in a… more
- Wells Fargo (Altamonte Springs, FL)
- …in selling products to business customers including business deposit accounts, business credit products, and working with partners including, but not limited to ... stakeholders, including customers + Act as the primary relationship manager for a portfolio of small business customers with annual gross sales between $500k and… more
- Citigroup (Miami, FL)
- …Responsible for appropriate transaction origination and execution of highly complex credit transactions within and across product programs including Aircraft, Art, ... potential risks and take appropriate measures to mitigate them. Ensure appropriate Citi Credit Policy and Risk Acceptance standard compliance as well as cross border… more
- Citigroup (Fort Lauderdale, FL)
- …of Citi Private Bank's standard product range, ensuring appropriate compliance with Credit Policy and Risk Acceptance standards + Preparation of Credit ... Securities, Property and other asset classes + Preparing and negotiating credit documentation for facilities, including liaison with external counsel as required… more
- JPMorgan Chase (Miami, FL)
- …businesses through financial solutions, education, and advice. You will manage a portfolio of new and existing business clients by building relationships and ... client experience and risk management. **Job Responsibilities** + Acquire, manage, and retain a portfolio of 70 - 90 business clients with annual revenue of $1 - $5… more
- First Horizon Bank (Fort Lauderdale, FL)
- …AND RESPONSIBILITIES** + Responsible for loan and deposit growth through client portfolio , centers of influence and other proactive measures to grow market share. ... business relationships through calling on potential clients as well as retain/grow existing portfolio . + Builds and maintains a portfolio mix of targeted high… more
- Truist (Jupiter, FL)
- …the following job description:** Serve as primary relationship manager for a portfolio of financially complex client relationships within the defined mass affluent ... segment within the Truist footprint. (In a de novo circumstance [limited established portfolio of clients upon job entry], serves to establish new managed … more
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