- Raymond James Financial, Inc. (St. Petersburg, FL)
- …lending products, processes, and regulatory requirements (eg RESPA, TILA, TRID, HMDA) + Private Client Banking (PCB) services and high net worth client needs ... financial services + Organizational policies, procedures, and systems related to mortgage operations + Competitor offerings and market trends in mortgage and real… more
- Wells Fargo (Boca Raton, FL)
- **About this role:** Wells Fargo is seeking a Private Mortgage Banking Associate Manager (SAFE) in Consumer Lending as part of Home Lending. Learn more about our ... residential Private Mortgage Bankers under the direction of a Non-Producing Private Mortgage Banking Manager + Supervise individual contributors by directing… more
- Citigroup (Miami, FL)
- …Series 7 & 66 (or 63 & 65) & 31 + Extensive and proven experience in Private Banking having covered the UHNW market / Extensive experience in working with and/or ... track record in relationship selling + Demonstrates extensive knowledge of all Citi Private Bank banking and product systems, platforms, tools and capabilities.… more
- First Horizon Bank (Fort Myers, FL)
- …states across the southern US The Company and its subsidiaries offer commercial, private banking , consumer, small business, wealth and trust management, retail ... responsible for the overall sales, production, profitability and regulatory compliance of a banking center. It is also the responsibility of this position to ensure… more
- First Horizon Bank (Key Largo, FL)
- …The Market Leader for a market is responsible for overseeing Private Banking Relationship Managers including prospecting, commercial client development ... states across the southern US The Company and its subsidiaries offer commercial, private banking , consumer, small business, wealth and trust management, retail… more
- First Horizon Bank (Miami Beach, FL)
- …at location listed in job posting. **Summary** Provide assistance to the Private Banking Relationship Managers. **Responsibilities:** + Review and Fund Loans ... states across the southern US The Company and its subsidiaries offer commercial, private banking , consumer, small business, wealth and trust management, retail… more
- JPMorgan Chase (Miami, FL)
- …serve as the primary point of contact for all service related needs of a Private Banking client. This will entail working in a complex team-oriented and fast ... paced environment with advisors, product partners and operations teams to deliver a seamless and integrated approach...to deliver a seamless and integrated approach across all Private Banking products. **Job responsibilities** + Provide… more
- Raymond James Financial, Inc. (St. Petersburg, FL)
- …drafting and negotiation. + Relevant FINRA/SEC rules and regulations. + Principles of banking and finance and securities industry operations Skill in: + ... will materially support the firm's goal of delivering a menu of high-quality private markets investment opportunities to private wealth clients, with a… more
- Citigroup (Miami, FL)
- **HNW Private Bankers at Citi develop and deepen client relationships in order to thoroughly understand the client situation and utilize that knowledge to develop ... tailored wealth management strategies. HNW Private Bankers are able to add value to clients...in core product areas: investment management, capital markets, and banking & lending + Create sales and marketing strategies… more
- Raymond James Financial, Inc. (St. Petersburg, FL)
- …including structured products, alternatives, and advisory platforms **Skill in:** . Risk operations , work processes, internal controls and banking regulations . ... Builds trusted relationships with senior leadership, including executive management of the Private Client Group (PCG), the firm's wealth management unit, and Asset… more