- Santander US (Miami, FL)
- …* Read and answer emails on a daily basis. * Follow up with Banker of corporate actions. * Contact clients with account information and receiving instructions. * ... for new loan or renewal requests. * Review with banker any new loan or renewal documentation prepared by...Digital POs, and any other digital tool as per bank 's request. **Education:** Bachelor's degree required or equivalent experience… more
- Raymond James Financial, Inc. (St. Petersburg, FL)
- …+ Institutional Equity and Fixed Income Investment Solutions. + Asset Management. + Private Investments. + Financial Statement Analysis + Bank Holding Company ... Act + Understanding of current financial markets and economic events. **Skill in** + Advanced skills with Microsoft Office Suite, especially Excel and PowerPoint. + Enthusiasm for problem-solving through both qualitative and quantitative analysis. +… more
- Scotiabank (Tampa, FL)
- …focused culture throughout their team to deepen client relationships and leverage broader Bank relationships, systems and product knowledge. + Lead a suite of US ... challenge the status quo to improve the product P&L + Understand how the Bank 's risk appetite and risk culture should be considered in day-to-day activities and… more
- Scotiabank (Tampa, FL)
- …for clients and prospects, thereby achieving annual deposit growth targets.Ensure that the Bank 's interests are protected at all times by strictly adhering to risk ... Anti-Money Laundering, etc.Performs day-to-day activities in a manner consistent with the Bank 's risk culture and the relevant risk appetite statement and limits. +… more
- Santander US (Miami, FL)
- …of the Commercial Area. In addition, promote collaboration with all areas of the bank and all projects. Spearhead effort to provide efficient and prompt solutions to ... as a bridge between the commercial area and all the other areas in the bank . This position reports to the Commercial Administrative Officer and supports a group of… more
- Citigroup (Fort Lauderdale, FL)
- **About Citi** Citi, the leading global bank , has approximately 200 million customer accounts and does business in more than 160 countries and jurisdictions. Citi ... and investment banking, securities brokerage, transaction services, and wealth management. As a bank with a brain and a soul, Citi creates economic value that is… more
- BMO Financial Group (West Palm Beach, FL)
- …the financial planning business development, sales and service delivered by private wealth advisors and relationship managers. Services relationships in the assigned ... presentations to clients/prospects based upon their needs. + Assist Private Wealth Advisors in market research of client and...and ensures an effectively run function. + Protects the Bank 's assets and complies with all regulatory, legal and… more
- Citigroup (Miami, FL)
- …+ Build relationships with new clients with the goal of bringing in new bank and brokerage assets. + Deepen relationships with existing clients in PWM and Retail ... bank through the use of financial planning and excellent...+ Bachelor's/University degree or equivalent experience **Job Family Group:** Private Client Coverage **Job Family:** Financial Planning Services **Time… more
- Insight Global (New Smyrna Beach, FL)
- …for Wealth client relationships; manages all aspects of the client's relationships with Bank and refers to Retail and Wealth partners & affiliates as needed * ... are attained * Responsible for understanding and adhering to Bank & Wealth Policies and Procedures * Responsible for...more about how we collect, keep, and process your private information, please review Insight Global's Workforce Privacy Policy:… more
- Capital One (Tampa, FL)
- …(Wilmington, DE) + 68521 (Lincoln, NE) + 56301 (St. Cloud, MN) **More than just a bank , more than just a career** The best people listen and then say, "How can I ... is free from background noise and distractions + Reliable private internet connection that is not supplied via cellular...via cellular data or hotspot is required + A private network that is password protected where you have… more