- Citigroup (Tampa, FL)
- **Citi Overview** Citi, the world leading global bank , has approximately 200 million customer accounts and a presence in more than 160 countries and jurisdictions ... and services, including consumer banking and credit, corporate and investment banking, securities brokerage, transaction services, and wealth management. Citi… more
- MUFG (Tampa, FL)
- …syndicated and bi-lateral loans, and letter of credit transactions for the Corporate Bank 's lines of business. The Team works closely with the Relationship and ... perform a detailed review against required Legal, Credit, and Regulatory approvals, as per Bank policy, as well as perform Facility booking in the MUFG System of… more
- Scotiabank (Tampa, FL)
- …culture throughout their team to deepen client relationships and leverage broader Bank relationships, systems and knowledge. + Assess and build best-in-class daily, ... Products. + Oversee the day-to-day completion of all processes and achieve run-the- bank optimization. + Develop and leverage a robust understanding of supported GTB… more
- Raymond James Financial, Inc. (St. Petersburg, FL)
- …of a comprehensive compliance program for Capital Markets, encompassing Equity Investment Banking, Equity Research, Institutional Equity Sales & Trading, Affordable ... associated with Capital Markets activities, ensuring adherence to SEC, FINRA, FRB Bank Holding Company, and state securities regulations. + Engage with senior… more
- JPMorgan Chase (Tampa, FL)
- If you enjoy servicing a portfolio of Commercial and Investment Banking clients with their letter of credit needs, this could be the role for you! As a Senior Client ... with internal/external clients, working with various areas of the bank for client resolution + Provide timely follow-up to...200 years and today we are a leader in investment banking, consumer and small business banking, commercial banking,… more
- Truist (Orlando, FL)
- …and maximize return on a portfolio of CIG Classified loans in accordance with Bank policy, procedures and strategic goals. Following is a summary of the essential ... with and/or manage restructuring professionals including legal counsel, financial advisors, investment bankers, and other relevant vendors playing a role in the… more
- Santander US (Miami, FL)
- …funds from their account(s). * Resolve client's inquiries such as loan request, investment orders, statement reviews, and other, and resolve any complaint. * Respond ... to Alternative Investments Department. **Operations** Keep 360 updated * Process investment proposals, prepare activity reports, upload documents to secure inbox,… more
- Lincoln Financial (Tallahassee, FL)
- …and third-party administrator as needed. * Serve as a member of the fiduciary investment committee that monitors the investment funds used to track deferred ... administration of company-owned life insurance (COLI) policies, both hedging COLI and investment COLI. * Prepare annual imputed income for split dollar policies. *… more
- BMO Financial Group (Bonita Springs, FL)
- …a Federal registration with the Nationwide Mortgage Licensing System and Registry. The Bank will instruct you on the registration requirements needed to comply with ... risk management framework to the portfolio to protect the Bank 's assets and maintain the quality of the lending...education and experience. + Canada only: Registration to sell investment products completed - as appropriate for the jurisdiction.… more
- Citigroup (Miami, FL)
- …Lead for its Miami, FL location. Duties: Market and sell a full Investment Finance lending product range, including calling clients, visiting, and planning accounts ... conduct rules. Define and negotiate with the clients and Citi Private Bank credit approvers, the credit structure of the lending transactions including pricing,… more