- Truist (Miami, FL)
- …standards imposed by the Loan Originator Compensation rule of the Truth in Lending Act 6. Proven success in the acquisition of new personal client relationships. ... 7. Demonstrated experience and success in meeting sales goals, identifying and delivering on client needs. 8. Solid understanding of wealth management and financial planning considerations for high net worth individuals and wealth families. 9. Has strong… more
- Citigroup (Plantation, FL)
- …to segment partners where appropriate (including, but not limited to Lending Consultants and Financial Advisor, Small Business Partners, Relationship Manager, etc.) ... + Organize client events to enhance client bonding. + Acquire new clients through converting referral leads. + Manage client follow-up and adhere to all Regulatory and Compliance operating procedures + Ensure that KYC/AML and other compliance norms are… more
- Regions Bank (Clearwater, FL)
- …related field + One (1) year of line delivery banking experience in lending , trust investment, wealth management, or related **Skills and Competencies** + Proficient ... sales, negotiation, presentation and problem-solving skills + Strong verbal and written communication skills **Position Type** Full time **Compensation Details** Pay ranges are job specific and are provided as a point-of-market reference for compensation… more
- PNC (Tampa, FL)
- …insight and pricing tools to optimize pricing, including risk-based strategies for lending . Identifies and shares best practices with team members. + Develops and ... utilizes reporting and insights to present strategy recommendations and results to senior management. Surveys and analyzes the competitive landscape continuously to identify risks and opportunities. Oversees ad hoc pricing analysis and reporting. + Manages… more
- Bank of America (Tampa, FL)
- …* 10+ years' experience in broad based commercial lending /corporate finance/relationship management experience * Demonstrates management capability of ... an extensive portfolio of Healthcare, Education and NFP clients with revenues greater than $50 million. * Proven track record of prospecting new business, enhancing existing relationships and closing profitable transactions. * Professional proven sales skills… more
- First Horizon Bank (Miami, FL)
- …clients on their overall banking needs by providing depository, treasury management, lending as well as working together with Private Banking partners to assist ... company owners and senior executives with their individual banking and wealth management needs. You will be part of a local team and supported by a platform that has the resources, specialists, and intellectual capital to help you advise clients on achieving… more
- Motion Recruitment Partners (Tampa, FL)
- …trends, competition and regulations that impact any phase of success of the lending business. + Implement controls to enhance integrity of key management reporting. ... + Identify risks, communicate impact; propose risk mitigation options. **You will receive the following benefits:** + Medical Insurance - Four medical plans to choose from for you and your family + Dental & Orthodontia Benefits + Vision Benefits + Health… more
- Citigroup (Tampa, FL)
- …opportunity to learn about Citi Wealth's key businesses such as Banking, Lending , Investments and understand importance of KYC, Client Onboarding and Client ... Reporting. As part of Change Management team, you will have a unique exposure to worlds of Technology, Business, Operations, PMO and Business Management through meaningful projects that have real impact on our business and clients. You will experience a… more
- Regions Bank (Tampa, FL)
- …delivers training sessions focused on equity practices and compliance, to promote fair lending and equitable treatment of all customers + Ensures that all team ... members understand fulfillment processes and best practices in mortgage production + Acts as a subject matter expert in mortgage processes, products, and regulations, providing guidance and support to team members and management + Stays informed about industry… more
- Citigroup (Boca Raton, FL)
- …(including, but not limited to Senior Wealth Advisor, Small Business Partners, Home Lending Officer, etc.) + Acquire new clients through converting referral leads. + ... Manage client follow-up and adhere to all Regulatory and Compliance operating procedures + Ensure that KYC/AML and other compliance norms are strictly adhered to + Partner with all roles on branch team to ensure all clients have a positive in-branch experience… more