- Bank of America (Lighthouse Point, FL)
- …plan. Key responsibilities include acquiring new and deepening existing client relationships by conducting client meetings and presenting customized solutions to ... Pursuant to the SAFE Act requirements, all employees engaged in residential loan mortgage originations must register with the federal registry system and remain in… more
- First Horizon Bank (Plantation, FL)
- …the bank's products and services. This role emphasizes deepening client relationships through excellent service, personalized advice, and proactive sales while ... enhance client satisfaction and loyalty + Referrals: Recognize opportunities to deepen relationships with additional products and services and make referrals to bank… more
- Wells Fargo (Altamonte Springs, FL)
- …Banker (SAFE) you will be responsible for building, maintaining, and growing relationships with small business banking clients in the branches. Individuals have ... stakeholders, including customers + Act as the primary relationship manager for a portfolio of small business customers with...the bank + Work proactively to build and grow relationships with new customers and engage with existing customers… more
- Wells Fargo (Winter Garden, FL)
- …to your team in delivering an exceptional customer experience focused on building relationships . **In this role you will:** + Participate in less complex initiatives ... coursework and mentorship, under the supervision of a hiring manager , program manager and a mentor. Apprenticeships...As such, this position requires compliance with the SAFE Mortgage Licensing Act of 2008 and all related regulations.… more
- Wells Fargo (Tamarac, FL)
- …(SAFE) role and perform the following duties: + Participate in building relationships with customers and spend time understanding required needs + Identify ... and connect customer with the appropriate partner or relationship manager to meet their needs + Partner with financial...As such, this position requires compliance with the SAFE Mortgage Licensing Act of 2008 and all related regulations.… more
- Wells Fargo (Ocala, FL)
- …(SAFE) role and perform the following duties: * Participate in building relationships with customers and spend time understanding required needs * Identify ... and connect customer with the appropriate partner or relationship manager to meet their needs * Partner with financial...As such, this position requires compliance with the SAFE Mortgage Licensing Act of 2008 and all related regulations.… more
- Bank of America (Pensacola, FL)
- …needed to be an advisor - from acquiring, building and managing client relationships to considering a client's complex financial picture and guiding them with advice ... affluent and high net worth clients, identifying needs, developing relationships , reviewing investment goals, and preparing investment recommendations that align… more
- Fifth Third Bank, NA (Naples, FL)
- …financial literacy events, etc.) as directed. + Establish close working relationships with assigned Business Partners ( Mortgage , Small Business, Commercial ... focus on acquiring new households and/or deepening existing customer relationships through a variety of activities, including but not...or Bank Mart as directed by the Financial Center Manager . + Keep up to date on Retail procedures… more
- SitusAMC (Tallahassee, FL)
- …banks, private equity investors, pension funds, secondary market guarantors, non-bank mortgage originators and servicers, among others. Essential Job Functions: + ... **Executive Engagement and Building Relationships ** : Build and maintain trusted relationships ...+ Other activities as may be assigned by your manager Qualifications/ Requirements: + Bachelor's or advanced degree required… more
- DR Horton, Inc. (Panama City Beach, FL)
- …for the entry-level and first time move-up markets. The Company also provides mortgage financing and title services for homebuyers through its mortgage and ... timely completion of real estate closings (escrow) as directed by the Branch Manager . *Essential Duties and Responsibilities* * Ability to perform all tasks and… more