- Scotiabank (Tampa, FL)
- …a customer focused culture to deepen client relationships and leverage broader Bank relationships, systems and knowledge. + Ensure the proper completion of daily, ... not limited to regulatory requests or special projects. + Understand how the Bank 's risk appetite and risk culture should be considered in day-to-day activities and… more
- MUFG (Tampa, FL)
- …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 ... procedures to ensure appropriate control and consistency with Head Office guidelines and bank regulations. + Ensures adherence to all bank policies and… more
- BMO Financial Group (Sarasota, FL)
- …and self-serve options with the goal of making it easy, simple, and fast to bank with BMO. + As a lobby leader, assists in conducting client conversations about ... to recommend alternative banking channels and provide personal banking and investment advice. + Meets customer transaction-based needs with seamless execution. +… more
- Deloitte (Tampa, FL)
- …of the following Financial Services industries: consumer or corporate banking, investment banking or capital markets, investment management, wealth management, ... digital assets or capital markets + Experience working in bank licensing, M&A and business plan work efforts +...or a law firm + Direct working experience developing bank licensing applications and their related business plans +… more
- Citigroup (Boca Raton, FL)
- …+ Build relationships with new clients with the goal of bringing in new bank and brokerage assets. + Deepen relationships with existing clients in PWM and Retail ... bank through the use of financial planning and excellent...and suitability assessments + Make securities recommendations and provide investment advice to clients through a select number of… more
- Navy Federal Credit Union (Pensacola, FL)
- …To act as the general securities Supervising Principal for Navy Federal Investment Services (NFIS) registered sales personnel and NFIS online offerings. To ensure ... at NFIS, LLC member FINRA/SIPC and an SEC Registered Investment Advisory Firm as well as activities through NFIS...range, based on your experience, location and market position Bank Secrecy Act: Remains cognizant of and adheres to… more
- Citigroup (Jacksonville, FL)
- Overview of the Role Citi, the leading global bank , has approximately 200 million customer accounts and does business in more than 160 countries and jurisdictions. ... products and services, including consumer banking and credit, corporate and investment banking, securities brokerage, transaction services, and wealth management. As… more
- Citigroup (Fort Lauderdale, FL)
- Citi, the leading global bank , has approximately 200 million customer accounts and does business in more than 160 countries and jurisdictions. Citi provides ... products and services, including consumer banking and credit, corporate and investment banking, securities brokerage, transaction services, and wealth management. As… more
- Citigroup (Jacksonville, FL)
- **Overview of the Role** Citi, the leading global bank , has approximately 200 million customer accounts and does business in more than 160 countries and ... products and services, including consumer banking and credit, corporate and investment banking, securities brokerage, transaction services, and wealth management. As… more
- USAA (Tampa, FL)
- …and championing a compelling AI/ML vision and roadmap for the Bank , identifying strategic opportunities and driving innovation that delivers tangible business ... data science solutions and long-term strategies, ensuring alignment with the Bank 's overall objectives. Furthermore, this individual cultivates and maintains strong… more