- Truist (Cape Coral, FL)
- …meetings, applicable training classes and web-based learning. 6. Advises on consumer lending options and takes loan applications. 7. Adheres to internal controls, ... operational procedures and risk management policies. Stays informed of all changes in policies and procedures to ensure compliance with current guidelines. 8. Ensures a consistent client service experience by engaging clients with smiling, courteous… more
- Navy Federal Credit Union (Pensacola, FL)
- …as checking, savings, certificates, IRA, revocable trust and estate accounts; Lending products; and credit/debit cards. To perform moderately complex platform ... banking functions under supervision while developing confidence and function independence in the role. This position is eligible for the TalentQuest employee referral program. If an employee referred you for this job, please apply using the system-generated… more
- TEKsystems (Pensacola, FL)
- …Regulation Z, the Uniform Commercial Code, and various state and federal truth-in- lending legislation) Skills & Qualifications: + 2-3+ years of recent call center ... c ustomer service OR call center collections experience REQUIRED + Current or prior banking knowledge/experience + Ability to handle back to back calls; 65-75 calls per day + Proficient in Microsoft Excel + Proficient in data entry/typing wpm + Ability to… more
- Wells Fargo (Sun City Center, FL)
- …small business customers + Knowledge and understanding of financial services consumer lending products + Ability to interact with integrity and professionalism with ... customers and employees + High motivation with ability to successfully meet team objectives while maintaining individual performance + Experience mentoring and peer-coaching others **Job Expectations:** + Ability to work a schedule that may include most… more
- Wells Fargo (North Miami, FL)
- …to small business customers + Knowledge and understanding of financial services consumer lending products + Ability to educate and connect customer to technology and ... share the value of mobile banking options + Ability to interact with integrity and professionalism with customers and employees **Job Expectations:** + Ability to work a schedule that may include most Saturdays + Adherence to Wells Fargo sales practices risk… more
- Regions Bank (Jacksonville, FL)
- …to include more complex, affluent solutions, wealth opportunities, investments, lending , debt consolidation, and in-depth saving conversations. Regions' mission is ... to make life better for our customers and communities, and we are looking for candidates committed to helping customers reach their financial goals by understanding and meeting customer needs. This role offers an exciting opportunity for candidates with retail… more
- PNC (St. Cloud, FL)
- …Managing Multiple Priorities, Matrix Management, Problem Solving, Prospecting., Retail Lending , Selling., Understanding Customer Needs **Work Experience** Roles at ... this level typically require an Associates or equivalent degree as well as related experience or product knowledge to accomplish primary duties. Typically requires 3+ years experience. In lieu of a degree, a comparable combination of education, job specific… more
- Raymond James Financial, Inc. (St. Petersburg, FL)
- …processes and procedures (eg Sales Practices, Reg W, Reg U, Fair Lending , Reg B, mortgage regulations, etc.). + Leads through compliance updates/changes including ... assisting with new process and procedures. + Ensures Corporate Banking and 3rd party servicers have processes and procedures in accordance with regulatory requirements and that they maintain compliance with their defined processes and procedures. + Ensures… more
- TD Bank (Jacksonville, FL)
- …for creating and enhancing products that offer a range of home lending solutions for customers that are purchasing, building or refinancing. TD's mortgage ... product suite is comprised of conforming, jumbo and specialty loans that support the diverse needs of borrowers, from first-time home buyers to Wealth customers. The team leads the end to end oversight of product initiatives, from business casing to execution.… more
- Fifth Third Bank, NA (Gainesville, FL)
- …and education program. This includes rotations in Operations, Sales & Service, Lending , Small Business, Preferred and Sales & Operations Management. The role will ... provide a robust learning approach for successful candidates to prepare for a Financial Center Manager role. After successful completion of the training program, the FCMA role will be placed in a Financial Center. ESSENTIAL DUTIES & RESPONSIBILITIES: +… more