- First Horizon Bank (Miami, FL)
- …clients on their overall banking needs by providing depository, treasury management, lending as well as working together with Private Banking partners to assist ... + Advise clients on their overall balance sheet including credit and banking needs + Partner with internal specialists...medium and long term + Strictly adhere to all risk and control policies, regulatory guidelines and security measures… more
- First Horizon Bank (Boca Raton, FL)
- …sales between $5M to $25M with a focus on client experience and risk management. **ESSENTIAL DUTIES AND RESPONSIBILITIES** + Responsible for loan and deposit growth ... the customer about financial strategies (eg Financial planning, investments, insurance, credit , market trends) based on customer profile and financial plan, and… more
- Citigroup (Miami, FL)
- …sales to individual consumer clients. **Responsibilities:** + Work with business credit requests less than $250K, recognize/refer larger lending opportunities ... comply with Citibank policies, standards and procedures + Appropriately assess risk when business decisions are made, demonstrating particular consideration for the… more