- UMB Bank (Tallahassee, FL)
- …communicate recommendations. + Regularly meets with clients for on-going plan/ investment reviews. Educates and communicates with clients about market conditions, ... + Provides interdisciplinary expertise to clients when needed while partnering with bank leadership and other departments. + Completes annual E-Learning Plan and … more
- Regions Bank (Tampa, FL)
- …to ensure each supports Regions' objectives and meets or exceeds investment guidelines. Through timely and thorough underwriting, this role supports Regions ... in Credit Risk, Client Coverage, Capital Markets, and other areas of the bank to lead the analysis of credit opportunities, underwriting of credit exposure, and… more
- UMB Bank (Tallahassee, FL)
- …all major investment CRE property types Demonstrates strong knowledge of bank products, services, and bank operations + Ability to interpret ... and underwriting of new SBCRE (Small Balance Commercial Real Estate) managed investment loans (non-owner occupied CRE loans $1,000,000 to $5,000,000) in accordance… more
- First Horizon Bank (Miami, FL)
- …both external and internal audiences, including equity and fixed income investors, investment analysts, C-Suite executives, and others. **This role will be a good ... with capital and counsel. Headquartered in Memphis, TN, the banking subsidiary First Horizon Bank operates in 12 states across the southern US The Company and its… more
- Raymond James Financial, Inc. (St. Petersburg, FL)
- …command of principles, practices, and regulations of assigned functional area. + Investment concepts, practices and procedures used in the securities industry. + ... Principles of banking and finance and securities industry operations. + Financial markets and products. **Skill in** + Preparing operational budgets. + Interpreting and applying policies and procedures. + Interpreting and applying banking regulations +… more
- Regions Bank (Orlando, FL)
- …Specialist assists in the coordinated delivery of a broad range of bank products and services (trust, insurance, deposits, credit, mortgage, investment , ... etc.) to affluent clients. This role is responsible for rendering an extraordinarily high level of services to private wealth management clients and supporting the Private Wealth management team's effort to grow and retain clients. **Primary Responsibilities**… more
- Raymond James Financial, Inc. (St. Petersburg, FL)
- …Ownership arid other relevant insurance policies. + Thorough understanding of bank policies, procedures, investment , and loan structures. + Familiarity ... professional team that provides expertise and analysis for affordable housing investment and asset management activities. For investments representing moderate risk… more
- Regions Bank (Orlando, FL)
- …financial services industry experience in commercial banking, consumer banking, trust investment , wealth management, or related **Skills and Competencies** + Ability ... to independently manage the largest client relationships + Advanced relationship management, business development and presentation skills + Advanced sales, negotiation, problem solving, and interpersonal skills + Anticipates client needs and is proactively… more
- Regions Bank (Jacksonville, FL)
- …balance sheet considerations, cash flow, retirement, and financial objectives to target investment strategies + Serves as a wealth planning expert, partnering with ... Regions Private Wealth Management teams to support their high and ultra-high net worth clients and those that possess a higher degree of complexity + Provides wealth focused strategic training to partners that include: Wealth Advisors, Trust Advisors, Lending… more
- Regions Bank (Naples, FL)
- …financial services industry experience in commercial banking, consumer banking, trust investment , wealth management, or related **Skills and Competencies** + Ability ... to independently manage large client relationships + Anticipates client needs and is proactively provides solutions + Effective relationship management, business development and presentation skills + Effective sales, negotiation, problem solving, and… more