- Regions Bank (Clearwater, FL)
- …broad range of bank products and services (trust, insurance, deposits, credit, mortgage , investment, etc.) to affluent clients. This role is responsible for ... transactions + Enters and maintains appropriate client records in CRM tools, loan closing document preparation and assistance + Responds to client requests for… more
- PNC (Jacksonville, FL)
- …Originations with Agile crews that solve for business problems related to First Mortgage and Home Equity products. The Software Engineer will be guiding the crews ... as well as responsible for design and configuration changes within the Empower Loan Origination System (LOS). Participate in crew ceremonies, such as daily stand… more
- First Horizon Bank (Orlando, FL)
- …required documentation and recommends loanproducts to customers. + Determines best loan structure for customer and submits package for underwriting andapproval. + ... Verifies loan documents are complete and accurate according to approval....relationships through calling on targeted potential clients + Develops sales plans and strategies + Works closely with other… more
- Truist (Celebration, FL)
- …proficiency with routine client maintenance requests, problem resolution and advanced sales functions regarding deposit, credit, convenience and other product and ... to meeting or exceeding client service as well as individual and branch sales targets by offering products and services and developing, expanding and retaining… more
- PNC (Boca Raton, FL)
- …to underwriting (portfolio administration, periodic reviews, loan offerings, loan documentation and fulfillment, prescreen) and sales functions (pre-call ... applying knowledge learned to drive business results (eg, deal, sales , process support, internal or external customer interaction, or...any registered role, the Secure and Fair Enforcement for Mortgage Licensing Act of 2008 (SAFE Act) and/or the… more
- JPMorgan Chase (Miami, FL)
- …and skills** + A minimum of five years of financial services or service sales experience, established high net worth referral network and strong community presence + ... record of delivering an exceptional client experience + Demonstrated success driving sales growth by focusing on deepening relationship across multiple product lines… more
- Regions Bank (Ocala, FL)
- …Managers are expected to drive branch performance results through strong individual sales performance in addition to ensuring the team meets and exceeds branch ... sales , quality, and service goals while maintaining an operationally...Regions Consumer and Business products and services, including all loan and deposit types in addition to assisting with… more
- JPMorgan Chase (Tampa, FL)
- …requirements. **Required qualifications, capabilities, and skills** + 1+ year of sales experience in Retail Banking, Financial Services, or other related industries ... is subject to the Dodd Frank/Truth in Lending Act qualification requirements for Loan Originators. As such, an employment offer for this position is contingent on… more
- JPMorgan Chase (Pompano Beach, FL)
- …1+ year Branch Banking Banker or equivalent experience in Financial Services sales experience with proven success in acquiring new clients, deepening relationships, ... is subject to the Dodd Frank/Truth in Lending Act qualification requirements for Loan Originators. As such, an employment offer for this position is contingent on… more
- First Horizon Bank (Boca Raton, FL)
- …role you will, provide a full range of banking services to businesses with annual sales between $5M to $25M with a focus on client experience and risk management. ... **ESSENTIAL DUTIES AND RESPONSIBILITIES** + Responsible for loan and deposit growth through client portfolio, centers of influence and other proactive measures to… more