- Bank OZK (Port Charlotte, FL)
- …retail customer service and/or sales preferred + NMLS preferred (required for lending activities) Job Expectations Job Expectations: O perate customary equipment and ... technology used in a business environment, with or without accommodation. Note: This description is not an exhaustive list of all job functions, duties, skills, and job standards required. Other job functions, duties, skills, and standards may be added.… more
- First Horizon Bank (Orlando, FL)
- …capabilities to meet these needs + Maintain a thorough knowledge of bank's lending policies and regulatory requirements + Provide mentoring and training to other ... bank associates + Maintain proper house-holding of relationships + Continually upload financial information and client detail into central repository throughout the underwriting process. + Gather financials for new and renewal opportunities with clients. +… more
- Citigroup (Key Biscayne, FL)
- …+ Work with business credit requests less than $250K, recognize/refer larger lending opportunities and cross sell treasury and related small business products + ... Build referral business opportunities through Centers of Influence (COIs) and the Member Get Member (MGM) Program + Assist in strategies to grow the small business client and implement appropriate sales plans to target Book of Business customers + Deliver… more
- City National Bank (Miami, FL)
- …requirements (eg Bank Secrecy Act, Know Your Client, Community Reinvestment Act, Fair Lending Practices, Code of Conduct, etc.). * Completes all special projects as ... requested. WHAT DO YOU NEED TO SUCCEED? *Required Qualifications** * Bachelor's Degree or equivalent * Minimum 7 years of cash management sales experience in a financial services environment required. * Minimum 4 years experience in managing/supporting medium… more
- Charles Schwab (Sarasota, FL)
- …retirement planning, charitable giving, estate planning, active investing or managing banking and lending needs. If you are seeking the next step in your career as ... a leader within wealth management, this may be the role for you. **What you have** **Required Qualifications:** + Bachelor's degree or equivalent work-related experience + A valid and active Series 7 license required + A valid and active Series 66 (63/65)… more
- Bank of America (Orlando, FL)
- …as needed **Required Qualifications:** + 5+ years experience in commercial lending , business development, commercial credit and portfolio management in business ... banking or middle market sector required + Management of an extensive portfolio of clients with annual revenues of $20-$50 million + Proven track record of sales, prospecting new business and enhancing existing relationships + Ability to understand and… more
- Adecco US, Inc. (Tampa, FL)
- …team as needed. **Qualifications** + 5+ years of experience in commercial lending , loan closings, servicing, or title/escrow work. + Strong understanding of ... commercial loan documentation and collateral perfection. + Proven ability to prepare and record legal and financial documents accurately. + Excellent written and verbal communication skills with the ability to interact at senior levels. + Proficiency in… more
- TD Bank (Fort Lauderdale, FL)
- …This position will support Compliance for Credit Cards and Unsecured Lending , specifically related to regulatory compliance monitoring. This role will execute ... monitoring, conduct regulatory research, support and provide objective guidance to assigned portfolio, business or function. This role will be largely focused on the on-going monitoring of consumer business lines which would require the following: + Ability to… more
- PNC (Stuart, FL)
- …Managing Multiple Priorities, Matrix Management, Problem Solving, Prospecting., Retail Lending , Selling., Understanding Customer Needs **Work Experience** Roles at ... this level typically do not require a university / college degree, high school diploma or GED, but do require related experience or product knowledge to accomplish primary duties. Typically requires 1+ years of related experience. In lieu of a degree, a… more
- Charles Schwab (Orlando, FL)
- …clients including: Retirement Planning, Education Planning, Investment Management, Banking & Lending Management, Insurance & Risk Management, and Estate Planning + ... Ability to adapt and implement change as the market and business conditions evolve + Passion for community engagement to share and engage clients in discussion about market conditions, sound investing principles, and the ideal wealth and long-term investment… more