- Bank of America (Naples, FL)
- …o Responsible for client satisfaction and retention o Drives delivery of the investment and fiduciary platform credit and banking solutions and enterprise ... Private Bank Market Executive Naples, Florida **To proceed with...end knowledge of the business, including the fiduciary and investment platform, banking and credit products, and… more
- Bank of America (Tampa, FL)
- …at least 18 years of age.** Acknowledge (https://ghr.wd1.myworkdayjobs.com/Lateral-US/job/Atlanta/SR-AB- Credit -Officer\_25024712-2) **Job Description:** At Bank ... Officer covers a portfolio of asset-based lending clients, with responsibility for delivering credit solutions and managing risk. Bank of America's Asset Based… more
- Citigroup (Fort Lauderdale, FL)
- …+ Strong understanding of collateral analysis + Ability to work within the bank 's Credit Risk Management framework, policies and procedures + Proven strong ... + Provide review and challenge for annual and interim reviews of credit applications through careful analysis and assessment of information provided and taking… more
- Deloitte (Tampa, FL)
- …Minimum of 6 years of work experience in corporate restructuring, Rx or distressed investment banking, commercial bank credit , and/or consulting or corporate ... positions with a financial or accounting focus + 6+ years of experience in the following areas: + On company-side and lender advisory restructuring engagements + Working in Excel as an advanced user; practical experience financial modeling including the… more
- Navy Federal Credit Union (Pensacola, FL)
- …and growth of NFIS products and services. Recommend appropriate mixture(s) of insurance/ investment products and services to achieve the financial client's goals as a ... registered representative/advisor/agent of Navy Federal Investment Services (NFIS) and subsidiaries, or incumbent financial firms. Manage smaller dollar volume… more
- MyFlorida (Miami, FL)
- …analysis and audits of personal and business financial records, including payroll records, bank and investment accounts, credit card statements, wills and ... conflict of interest, corruption of public officials and various types of bank fraud + Having knowledge of CFIS (Comprehensive Financial Investigative Solution)… more
- JPMorgan Chase (Miami, FL)
- …you will manage our most complex borrowing relationships by presenting JP Morgan Private Bank 's credit solutions to ultra-high net worth clients and advising on ... first-class experience to clients within JP Morgan's US Private Bank . If you have an entrepreneurial mindset and are...Responsibilities** + Act as internal sales leader for the credit product, liaising with Market Managers, Bankers and Investors… more
- Bank of America (Jacksonville, FL)
- …Management is a leading provider of comprehensive wealth management and investment products and services for individuals, companies, and institutions. Merrill Wealth ... planning for retirement, education, legacy, and other life goals through investment advice and guidance. Merrill's Financial Advisors and Wealth Management Client… more
- City National Bank (Tallahassee, FL)
- …WHAT IS THE OPPORTUNITY? The role of the Underwriter III is to evaluate the credit risk against company standards and to determine the borrower's ability to repay a ... goal of achieving the optimal quality asset for the bank while satisfying the needs of borrower. The Underwriter...that all supporting documents are included to make a credit decision per established policies * Identifies issues and… more
- First Horizon Bank (Orlando, FL)
- …are designated to support client service and business development efforts (eg credit , mortgage, planning, investment , trust and fiduciary services, and insurance ... a culture champion that is aligned with First Horizon Bank 's Purpose, Mission and Values. + Establish and maintain...advisor. + Advanced and proven working knowledge of deposit, credit and investment products. + Successful background… more