- Citigroup (Miami, FL)
- …+ Work with the advisors to identify asset allocation gaps and with product specialist to define strategies to close such gaps. + Lead the regional discussion of ... driving compliance with applicable laws, rules and regulations, adhering to Policy , applying sound ethical judgment regarding personal behavior, conduct and business… more
- Citigroup (Tampa, FL)
- Account Specialist in Transaction Management will be responsible for supporting multiple aspects of the lending lifecycle including but not limited to monthly ... driving compliance with applicable laws, rules and regulations, adhering to Policy , applying sound ethical judgment regarding personal behavior, conduct and business… more
- Citigroup (Tampa, FL)
- The PMO Support Specialist will play a key role in supporting the successful execution of projects and programs within the financial services sector. This role ... include, for eligible employees, discretionary and formulaic incentive and retention awards. Citi offers competitive employee benefits, including: medical, dental… more
- Regions Bank (Coral Gables, FL)
- …be stored in accordance with regulatory requirements and in conjunction with Regions' Retention Schedule for a minimum of three years. You may review, modify, or ... renewal or credit servicing documents. Elevate findings to the Credit Products Specialist for further review for potential increased risk. Identify opportunity for… more
- BMO Financial Group (West Palm Beach, FL)
- …special fee arrangements, technical information materials; ensures new business meets policy and procedures requirements for profitability and risk management. + ... administration decisions. + Meets high-quality service standards to maximize relationship retention and growth. + Develops rapport and instills confidence with the… more
- Citigroup (North Miami Beach, FL)
- …the appropriate partners as necessary (eg leverage video conference for FA, mortgage specialist , etc.) + Take full ownership of clients' problems to resolve client ... include, for eligible employees, discretionary and formulaic incentive and retention awards. Citi offers competitive employee benefits, including: medical, dental… more
- Citigroup (Miami, FL)
- …the appropriate partners as necessary (eg leverage video conference for FA, mortgage specialist , etc.) + Take full ownership of clients' problems to resolve client ... include, for eligible employees, discretionary and formulaic incentive and retention awards. Citi offers competitive employee benefits, including: medical, dental… more