• Private Client Team Lead - Florida Keys/Monroe…

    First Horizon Bank (Key Largo, FL)
    …Negotiate independently with clients on complex loan structure, pricing, and other product /services for clients + Maintain a thorough knowledge of bank's lending ... policies and regulatory requirements + Provide mentoring and training to other...and associates unlock their full potential with capital and counsel . Headquartered in Memphis, TN, the banking subsidiary First… more
    First Horizon Bank (06/06/25)
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  • Home Lending Processor

    PenFed Credit Union (Jacksonville, FL)
    …the mortgage process, ensuring excellent levels of service by providing guidance/advice/ counsel in a detailed and comprehensive manner. + Evaluate credit history, ... adverse action as needed. + Review and address items involving loan product , credit, occupancy and employment verifications and order verbal verification of… more
    PenFed Credit Union (06/05/25)
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  • Assistant Vice President, Business Information…

    Navy Federal Credit Union (Pensacola, FL)
    …within their respective business areas + Ensure BISOs support secure product development, technology deployments, and digital transformation initiatives + Report ... + Prepare, conduct, and review performance appraisals + Develop, mentor and counsel staff + Provide input and/or prepare budget requirements for Annual Financial… more
    Navy Federal Credit Union (06/04/25)
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  • Wealth Relationship Manager SAFE Act - West

    Citigroup (Boca Raton, FL)
    …in terms of project size, geography, etc. by influencing decisions through advice, counsel and/or facilitating services to others in area of specialization. Work and ... and tools based on client profiling. + With the support of product specialists, intuitively recognize and understand a client's banking, credit and investment… more
    Citigroup (05/28/25)
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  • Director - Commercial Relationship Manager

    BMO Financial Group (Boca Raton, FL)
    …Ensures the required internal control standards, including adherence to audit, regulatory and compliance policies. + Leads and executes business development plans ... daily sales contact for clients on sales related questions such as product information, pricing, implementation timeframes and requirements. + Gathers data to… more
    BMO Financial Group (05/20/25)
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  • Wealth Relationship Manager- Safe ACT

    Citigroup (Plantation, FL)
    …in terms of project size, geography, etc. by influencing decisions through advice, counsel and/or facilitating services to others in area of specialization. Work and ... and tools based on client profiling. + With the support of product specialists, intuitively recognize and understand a client's banking, credit and investment… more
    Citigroup (04/25/25)
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  • VP, EUC Remediation - Financial Solutions Lead…

    Citigroup (Tampa, FL)
    …Significant impact on the area through complex deliverables. Provides advice and counsel related to the technology or operations of the business. Work impacts ... Finance processes + Participates in assessing and incorporating changing business, regulatory and market information needs into finance processes and applications +… more
    Citigroup (04/22/25)
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