- Truist (Orlando, FL)
- …advisors to define and meet clients' tax, financial, estate planning, and banking goals and objectives. 4. Ensures trust administrative duties are completed in ... Significant legal document interpretation skills. 5. Very knowledgeable of banking and trust systems. 6. Intermediate or advanced PC...or possess an advanced degree or certification (eg JD, MBA , CFP, CPA, or CTFA). 3. Experience working with… more
- Citigroup (Miami, FL)
- …a wide range of products and solutions, including investment strategies, banking and lending, trust and specialized services.The Private Bank delivers solutions ... of traditional and alternative investments with wealth planning and private banking services to optimize client service and cross-marketing opportunities. + Work… more
- Citigroup (Tampa, FL)
- …**Qualification** + 6-10 years relevant experience + 6+ years of overall relevant banking , financial services experience + At least 6 years of in a Solutions ... in a large enterprise environments. + Excellent communication skills + Banking /Financial/Payment experience is a plus + Expertise in developing architecture vision… more
- American Express (Sunrise, FL)
- …Administration, Finance, Computer Science, Information Systems or another related field, MBA preferred + Advanced MS Excel, Oracle/Smart View and Access skills ... Initiative for Hiring Ordinance. For positions covered by federal and/or state banking regulations, American Express will comply with such regulations as it relates… more
- MUFG (Tampa, FL)
- …of the financial services industry. + Strong knowledge of corporate, investment banking and cash management products, processes, risks and controls (from front to ... & Experience:** + Bachelor's degree in business, Finance, Economics, Accounting, or related field. MBA a plus. + 7 + years' experience in operational risk management,… more
- American Express (Sunrise, FL)
- …Finance, Business, Risk Management, Data Analytics, or related field; advanced degrees (eg, MBA , MSc) or certifications are advantageous + Experience in at least one ... Initiative for Hiring Ordinance. For positions covered by federal and/or state banking regulations, American Express will comply with such regulations as it relates… more
- NextEra Energy (Juno Beach, FL)
- …on individual transactions. In this role you will interact directly with global banking institutions, private equity investors, and legal counsel. As a member of a ... * Bachelor's Degree in finance, accounting or technical field highly preferred * MBA , CPA, or relevant graduate degree highly desirable * Thrive in a very… more
- American Express (Sunrise, FL)
- …Master's Degree in Law, Business, Finance, or a related field (JD or MBA preferred). + Experience with regulatory exams, internal audits, and compliance reporting. + ... Initiative for Hiring Ordinance. For positions covered by federal and/or state banking regulations, American Express will comply with such regulations as it relates… more
- Truist (Orlando, FL)
- …Advisors focused on partnership with Premier Bankers, Preferred Advisors, and Retail Banking leadership to facilitate training and referrals into the team. May have ... degree in business, accounting, or related field. **Preferred Qualifications** **:** + MBA , CFP, CFA, CIMA **General Description of Available Benefits for Eligible… more
- Huntington National Bank (Tallahassee, FL)
- …bank products and services as appropriate to customer requirements. Cross-sell banking services including business checking and treasury management products, and ... including Word and Excel, and the ability to quickly learn additional systems/software. + MBA in Finance or Accounting + 12 - 15 years of middle market lending… more