- Citigroup (Tampa, FL)
- The Citi Wealth Business provides services for clients in Private Bank with a net worth of $25mm and as well as our Citi Gold and Citi Private Client ... manage Tech Book of Work as well as drive strategy across the Wealth program for operations. Closely liaising...learn about Citi Wealth's key businesses such as Banking, Lending , Investments and understand importance of KYC, Client Onboarding… more
- First Horizon Bank (Naples, FL)
- …Include** + Manages revenue generation activities, Corporate & Commercial Lending , Commercial Real Estate & Construction, and Treasury Management Sales, ... grows own client base + Responsible for management and strategy of loan and deposit portfolio and quality therein;...direct reports to achieve results set forth in the bank 's strategic plan. Participates in developing marketing and sales… more
- PNC (Orlando, FL)
- …PNC's Asset Management Group (AMG) is comprised of Institutional Asset Management, PNC Private Bank , and our Investment Office. We work with individual and ... oriented, self-motivated, eager to learn and ability to thrive in a lively environment. + **PNC Private Bank ** : PNC Private Bank offers a complete range… more
- Cherry Bekaert (Tampa, FL)
- …objectives in order to develop a sustainable financial plan + Helping secure private investment commitments and a strategy for long-term financial viability + ... Actively managing a pipeline of community development finance investing, lending , and growth initiatives + Collaborating with GPS and GovCon teams to identify and… more
- Truist (Miami, FL)
- …in the areas of deposits, loans, and investments. 4. Act as "face" of private practice within LSG firm relationship teams for assigned firms. 5. Identify and "right ... channel" opportunities for clients and prospects-deliver the comprehensive resources of the bank . 6. Coordinate and lead the WRAP process for advice delivery-hold… more
- Cherry Bekaert (Tallahassee, FL)
- …objectives needs to be developing a sustainable financial plan. + Help secure private investment commitments and a strategy for long-term financial viability. + ... Actively manage a pipeline of community development finance investing, lending , and growth initiatives + Collaborate with GPS and GovCon teams to identify and… more