- EverBank (Jacksonville, FL)
- …Designs, maintains and leads performance analysis to assess ongoing CRA loan, investment , and service performance, and is responsible for overall HMDA program ... a risk-based approach. **Minimum Qualifications** + Minimum of 5 years of banking experience, preferably in compliance, lending, or audit roles + Hands-on experience… more
- Robert Half Management Resources (Miami Lakes, FL)
- …opportunity to contribute to a fast-paced environment while ensuring compliance with banking regulations and internal audit standards. The ideal candidate will have ... significant experience in the banking sector and a strong ability to manage audit...sector. * Treasury exposure, Asset Liability Management (ALM) and investment oversight experience required. * Strong knowledge of audit… more
- Truist (Doral, FL)
- …Demonstrate proficiency in all operational competencies and processes including banking , credit, investments, trust, new client on-boarding/welcome program, client ... to perform the essential functions. 1. Undergraduate degree or 4+ years of banking experience 2. Excellent organizational skills with the ability to work on numerous… more
- Truist (Tampa, FL)
- …proficiency/mastery in all operational competencies and processes including banking , credit, investments, trust, new client on-boarding/welcome program, client ... to perform the essential functions. 1. Undergraduate degree or 7+ years of banking experience 2. Excellent organizational skills with the ability to work on numerous… more
- TD Bank (Lake Mary, FL)
- …complete results for a single line of business + Makes trade and CRA investment decisions on a monthly basis + Leads activities of unit, assigning, prioritizing and ... insight, extending access to global markets, and delivering integrated transaction banking solutions. In 2023, we acquired Cowen Inc., offering our clients… more
- Truist (Weston, FL)
- …Financial Advisors in servicing clients including preparing financial plans, conducting investment research and completing client trades and transactions. 2. Receive ... and answering of questions. 6. Maximize sales opportunities by contacting potential investment clients based on internal and bank leads. Use product and industry… more
- Regions Bank (Tampa, FL)
- …business groups and community organizations that promote CRA-qualified lending, investment and service activities. In addition to reviewing assessment area ... and Business Groups to leverage opportunities in CRA Lending, Investment and Service for the bank + Creates CRA...years' of directly related experiencein Community Development, CRA and Banking **Preferences** + Banking experience **Skills and… more
- Raymond James Financial, Inc. (St. Petersburg, FL)
- …packaged products including annuities/insurance, mutual funds, 529 plans, unit investment trusts, and exchange traded products. Provides regulatory and policy-driven ... of:** + Concepts, practices, and procedures of securities industry and/or banking compliance. + Rules and regulations of: Securities Exchange Commission (SEC);… more
- Polk County Public Schools (Bartow, FL)
- …includes accounts payable, treasury, and financial accounting. Analyzes all bank and investment accounts at month end to ensure all general ledger accounts within ... each fund is positive. Works with Senior Accounting Director regarding the investment program of the school district. Initiates cash transfers and wires as needed.… more
- Raymond James Financial, Inc. (St. Petersburg, FL)
- …Advisors and clients in defining goals and objectives, working along with the investment officer to establish the appropriate asset allocation and to review and ... Fiduciary laws and principles sufficient to administer trusteed IRAs. + Fundamental investment concepts, practices and procedures used in the securities industry. +… more