- TD Bank (St. Petersburg, FL)
- …Delivers end to end advice to Customers by providing information and tools for financial management that helps Customers achieve their goals, and provides real ... that is integral to delivering TD's Brand promise by utilizing financial expertise and consultative advice in advising Customers regarding banking solutions/needs.… more
- NextEra Energy (Juno Beach, FL)
- …transaction by gaining input from several different departments such as Pricing, Legal, Credit , Accounting, Risk Management , and Trading Groups. **Job Duties ... Coordinates with internal departments involved in the transaction such as Pricing, Legal, Credit , Accounting, Risk Management , and Trading Groups + Presents… more
- Bank of America (Miami Lakes, FL)
- …Advisory + Customer and Client Focus + Pipeline Management + Credit Documentation Requirements + Financial Analysis + Oral Communications + Prioritization ... are guided by a common purpose to help make financial lives better through the power of every connection....Interpret Relevant Laws, Rules, and Regulations + Prospecting + Risk Management **Shift:** 1st shift (United States… more
- Wells Fargo (Miami, FL)
- …our customers and company. They are accountable for execution of all applicable risk programs ( Credit , Market, Financial Crimes, Operational, Regulatory ... support the line of business in managing third party risk . + Develops specific, customized reports, ad hoc analyses...individuals across departments. + Experience with claims research and management + Cash Management or Armored Transportation… more
- City National Bank (Tallahassee, FL)
- …transactions, ensures conformance with Bank policy and regulatory requirements. Exercises sound credit and risk judgment in recommending loans for approval. * ... additional information related to loan requests, summarizes information and exercises sound credit and risk judgment in recommending transactions for approval. *… more
- Citigroup (West Palm Beach, FL)
- …of financial products and services, including consumer banking and credit , corporate and investment banking, securities brokerage, and wealth management . ... analyze information about the customer's financial situation, financial and personal goals, tolerance for risk ...for the future, income, assets, debts, cash flow, and credit history. + Analyze financial information for… more
- TD Bank (Delray Beach, FL)
- …liaison that is integral to delivering TD's Brand promise by utilizing financial expertise and consultative advice to assist Customers with their banking ... growth through identifying appropriate TD solutions that help Customers achieve their financial goals and optimize their relationship with TD. **Depth & Scope:** +… more
- Navy Federal Credit Union (Pensacola, FL)
- …business lending systems and workflows + Working knowledge of Navy Federal's financial and credit transaction documentation processes + Working knowledge of ... by overseeing loan file assembly, documentation, funding, and portfolio management , ensuring accurate and legally compliant documentation, and coordinating all… more
- Shuvel Digital (Pensacola, FL)
- …Experience in regulatory compliance, risk management , or audit within a financial institution, ideally a credit union. + Strong working knowledge of ... Greetings! Our client is the world's largest credit union with over 10 million members, over...month Top 3 Required Skills: + Regulatory Compliance + Risk Management + Analytical Thinking Top 3… more
- First Horizon Bank (Fort Lauderdale, FL)
- …annual sales between $5M to $25M with a focus on client experience and risk management . **ESSENTIAL DUTIES AND RESPONSIBILITIES** + Responsible for loan and ... advisor by educating the customer about financial strategies (eg Financial planning, investments, insurance, credit , market trends) based on customer… more