- Citigroup (Miami, FL)
- …**New Client and Business Development** + Grow client net revenue annually in core product areas: investment management, capital markets, and banking & lending + ... + Demonstrates extensive knowledge of all Citi Private Bank banking and product systems, platforms, tools and capabilities. **Job Family Group:** Private Client… more
- Citigroup (Miami, FL)
- …+ Be exposed to different areas within Wealth, including Banking, Investments, Lending , Wealth Planning, Chief Operating Office and Chief Investment Office + Partner ... with private bankers, investment professionals and other product specialists to deliver tailored and robust client solutions + Directly contribute to analytics and… 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 + ... technology/ marketing tools available to uncover opportunities, and present product offers/financial solutions + Understand and comply with Citibank policies,… more
- Citigroup (Boca Raton, FL)
- …and tools based on client profiling. + With the support of product specialists, intuitively recognize and understand a client's banking, credit and investment ... to segment partners where appropriate (including, but not limited to Lending Consultants and Financial Advisor, Small Business Partners, Relationship Manager, etc.)… more
- Navy Federal Credit Union (Kissimmee, FL)
- …as checking, savings, certificate IRA, revocable trust and estate accounts; Lending products; and credit/debit cards. To perform moderately complex platform banking ... are handled properly + Identify opportunities to cross service products and increase product penetration + Perform platform banking functions + Assist level I team… more
- JPMorgan Chase (Miami, FL)
- …existing clients to truly understand their organizations/institutions and analyze product and service growth opportunities and ensure profitability of Not-for-Profit ... years' experience in business banking relationship management role or related business lending experience + Bachelor's degree in Finance or related field, or… more
- Truist (Boca Raton, FL)
- …4. Ability to support National dealer account strategies through pricing and product offerings. 5. Analyze partner performance and implement strategies to increase ... critical thinking skills. 15. Self-starter **Preferred Qualifications:** 16. Experience in lending , fintech, or the home improvement industry is strongly preferred.… more
- Regions Bank (Miami, FL)
- …timely coaching and guidance to associates to assist with strengthening their product knowledge and identifying customer needs + Educates and advises customers on ... the Financial Services industry + Six (6) years of banking and/or lending experience + Six (6) years of relationship-based client consultation experience **Skills… more
- Wells Fargo (Altamonte Springs, FL)
- …of the business life cycle while following policies and leveraging product knowledge, conduct needs based conversations identifying credit, deposit and servicing ... to small business customers + Extensive knowledge and understanding of bank lending programs, credit policies, and specialty products + Customer service focus with… more
- Navient (Tallahassee, FL)
- …and team productivity. + Identify workflow and technology inefficiencies; partner with Product , Engineering, Risk, and Data teams to implement improvements. + Act as ... leadership or people management role. + Hands-on experience investigating fraud in consumer lending or digital banking. + Knowledge of fraud detection tools and case… more