- Wells Fargo (Bradenton, FL)
- …then partner closely with peers in Business Banking Advisory Services, Mortgage and Wealth and Investment Management to best meet the previously identified needs ... to work a schedule that may include most Saturdays + Adherence to Wells Fargo sales practices risk management culture + Current registration for FINRA Series 6… more
- CIBC (Miami, FL)
- …partnerships with other business functions/units (ie Commercial, Commercial Real Estate, Asset Management within Private Wealth , cross-sell partners and loan ... market and potential client base and create a comprehensive sales plan to acquire new clients. You will use...your network to establish new client relationships. + **Relationship Management ** - You will support existing clients and continuously… more
- Regions Bank (Orlando, FL)
- …Regions is dedicated to taking appropriate steps to safeguard and protect private and personally identifiable information you submit. The information that you submit ... a group of accounts, which may include Retirement Plan, Investment Management Agency, Endowments/Foundations, Custody, and/or Funeral Cemetery Trust accounts. This… more
- Citigroup (Miami, FL)
- …effectiveness of own team and other closely related teams. **Responsibilities:** + Deliver wealth management services to clients with guidance from the Banker ... + Ability to manage multiple concurrent deadlines with strong organizational and time management skills per the needs of banker teams and clients + Ability to… more
- First Horizon Bank (Tampa, FL)
- …its subsidiaries offer commercial, private banking, consumer, small business, wealth and trust management , retail brokerage, capital markets, fixed income, ... buyers in the purchase process through closing. Make external and internal sales calls. Comply with regulatory, secondary market and bank policies and guidelines.… more
- First Horizon Bank (Naples, FL)
- …its subsidiaries offer commercial, private banking, consumer, small business, wealth and trust management , retail brokerage, capital markets, fixed income, ... & Health. Other financial certifications strongly encouraged. * Excellent consultative sales skills, with demonstrated business development track record. * Strong… more
- First Horizon Bank (Orlando, FL)
- …its subsidiaries offer commercial, private banking, consumer, small business, wealth and trust management , retail brokerage, capital markets, fixed income, ... small business relationships through calling on targeted potential clients + Develops sales plans and strategies + Works closely with other departments and fulfills… more
- First Horizon Bank (Coral Gables, FL)
- …its subsidiaries offer commercial, private banking, consumer, small business, wealth and trust management , retail brokerage, capital markets, fixed income, ... * Additional certifications (eg, CFP, CFA) strongly encouraged. * Proven consultative sales skills and a demonstrated track record in business development. *… more