- Fifth Third Bank, NA (Tampa, FL)
- …financial literacy events, etc.) as directed. + Establish close working relationships with assigned Business Partners ( Mortgage , Small Business, Commercial ... or Bank Mart as directed by the Financial Center Manager . + Keep up to date on Retail procedures...registration at the time of employment through the Nationwide Mortgage Licensing System (NMLS). The NMLS web site (… more
- BMO Financial Group (Bonita Springs, FL)
- …by Regulation Z, Regulation G, and the Secure and Fair Enforcement for Mortgage Licensing Act (the SAFE Act). This position will require a Federal registration ... with the Nationwide Mortgage Licensing System and Registry. The Bank will instruct...business by reaching out, generating appointments, and building new relationships within the community. + Addresses questions and resolves… more
- Bank of America (Venice, 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 ... will continue to practice the skills you've learned by growing and deepening relationships within a portfolio of clients. As a successful Financial Solutions Advisor… more
- PNC (Hollywood, FL)
- …business partners as appropriate. + Acquires, expands and maintains client relationships through business development and client networking. Grows client loyalty and ... investment education and visibility among branch staff. In partnership with branch manager and/or investment sales associate, leads the branch team on actions to… more
- PNC (Coral Gables, FL)
- …Achieves business results, attracts new customers and/or grows existing customer relationships by coaching and managing to defined strategies and tactics. Develops ... + Manages effective network of senior internal and external relationships , such as community or industry relationships ,...has fundamental expectations of our people managers. As a manager of talent in PNC, you will be expected… more
- PNC (Coral Gables, FL)
- …field on a regular basis. Some responsibilities may be performed remotely, at manager 's discretion. As a Financial Wellness Consultant, you will work within the PNC ... to clients and consumers. You will identify and develop collaborative relationships with human resources decision-makers, or dedicated benefits managers to design… more
- Bank of America (St. Petersburg, FL)
- …clients with annual revenues of $100k-$5mm, identifying needs, developing relationships , reviewing investment goals, and preparing investment recommendations that ... 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
- Bank of America (St. Petersburg, 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 ... 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
- Regions Bank (Jacksonville, FL)
- …up to $5MM -- acquiring new customers, and deepening existing customer relationships through checking acquisition, check card, money movement, credit card, merchant ... of small business and consumer customers to expand existing relationships and acquire new ones + Works in partnership...new ones + Works in partnership with the Branch Manager to serve as the primary relationship managers for… more
- SitusAMC (Tallahassee, FL)
- …party inquiries. + Train new team members. + Perform review of mortgage /deed of trust, loan agreement and/or commitment letter to determine servicing requirements. ... flow between Borrower and Lender/Client along with the assigned asset manager , as necessary. + Manage monthly payment process inclusive of invoicing,… more