- Raymond James Financial, Inc. (St. Petersburg, FL)
- …tasks requiring some evaluation, originality, or ingenuity in making decisions. Recommends solutions to moderately complex problems and refers more complex issues to ... required documentation and processes more complex loan applications. + Orders credit verifications and third-party services. + Tracks receipt of and completeness… more
- KeyBank (Naples, FL)
- …financial needs through expert advice and personalized banking, borrowing and investment solutions . The Relationship Manager is at the center of this client promise ... as the primary client advisor by recommending banking, borrowing and investment solutions that will help the client achieve their financial goals. Leads,… more
- US Bank (Tallahassee, FL)
- …and verbal communication skills - Previous sales or customer service experience strongly preferred -Consumer Direct Lending experience preferred If there's ... Day One. **Job Description** Responsible for the evaluation and selling of mortgage solutions throughout the United States. Advises clients on the home buying or… more
- JPMorgan Chase (Fort Lauderdale, FL)
- …and inclusion Required Qualifications, Capabilities and Skills + Seven + years direct lending or credit support related experience with a focus on business ... Preferred Qualifications, Capabilities and Skills + Bachelor's degree and formal credit training preferred + Sales management, business development skills,… more
- Citigroup (Plantation, FL)
- …profiling skills. + Anticipate the complex financial needs of the client and offer solutions through a wide range of products, services and tools based on client ... support of product specialists, intuitively recognize and understand a client's banking, credit and investment needs and goals in order to provide holistic financial… more
- Truist (Winter Park, FL)
- …fast-paced environment with multiple priorities 7. Strong understanding of banking, lending , commercial and wealth management solutions 8. Excellent ... Support Integrated Relationship Management activities through good understanding of offerings, solutions , and referral pathways. 5. Triage and delegate client and… more
- Citigroup (Boca Raton, FL)
- …profiling skills. + Anticipate the complex financial needs of the client and offer solutions through a wide range of products, services and tools based on client ... support of product specialists, intuitively recognize and understand a client's banking, credit and investment needs and goals to provide holistic financial … more
- JPMorgan Chase (Miami, FL)
- …multiple business areas within the Private Bank including but not limited to credit and lending , multi-asset class investments, wealth advisory and estate ... in a range of proprietary models to provide recommendations on tailored solutions + Conduct research and analysis; assist with product development and prospecting… more
- Truist (Miami, FL)
- …Payment Solutions , comprise Truist's Corporate & Institutional Group, offering lending , capital markets and treasury management solutions to businesses, ... merger and acquisition and capital raising transaction teams, providing credit underwriting support, drafting information memoranda, developing management and… more
- TEKsystems (Fleming Island, FL)
- …such as checking, savings, certificate IRA, revocable trust and estate accounts; Lending products; and credit /debit cards. Qualifications: + 1-2 years of ... directly with customers (cash handling, banking) + Banking is preferred but not required + Ability to work in...partners in transformation. We help clients activate ideas and solutions to take advantage of a new world of… more