- Truist (Miami, FL)
- …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 relationship strategy… more
- FirstBank PR (Miami, FL)
- …commercial and corporate clients. Essential Responsibilities: + Works closely with relationship officers in attaining service charge and deposit goals + Analyzes ... of product or service solutions + Contributes to the Bank 's deposit growth strategies and goals + Promotes cross-selling...duties, skills required of personnel so classified. The reporting relationship may not reflect the most recent changes to… more
- Banco Popular Puerto Rico (Sunrise, FL)
- …and ATM settlements as required + Be responsible to act in accordance of all bank policies and regulation to ensure the branch passes assessment and audits Sales + ... knowledge of client's financial life priorities in order to deepen customer relationship and refer the products/services that are most appropriate for their… more
- Scotiabank (Tampa, FL)
- …and initiatives to improve global governance and controls.Work directly with Relationship Managers, TMO's and Deposit Specialists globally to grow regulatory ... 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… more
- Raymond James Financial, Inc. (St. Petersburg, FL)
- …financial risk as it relates to Treasury operations and compliance. + Manages bank 's interest rate and foreign exchange hedging relationship . + Assists in ... including investing, borrowing, and cash movements. + Implements and supervises bank account management, including opening and closing, documentation, reporting and… more
- FirstBank PR (Miami, FL)
- …assigned attorney; attend meditations and/or depositions. Coordinate with First Bank Florida attorney in negotiating; Preparing and reviewing Stipulation/Forbearance ... Agreements; management of all incoming bank REOs, preparation of Classified asset reports Oversee /...duties, skills required of personnel so classified. The reporting relationship may not reflect the most recent changes to… more
- JPMorgan Chase (West Palm Beach, FL)
- …development process, acting as a trusted advisor to Business Relationship Managers-Acquisition (BRM), Business Development Managers (BDM), their clients, and ... while minimizing risk. **Job Responsibilities:** + Collaborates with Business Relationship Managers-Acquisition (BRMs) and Business Development Managers (BDMs) to… more
- Lincoln Financial (Tallahassee, FL)
- …evolving team. As an Account Manager, you will work closely with our Relationship Managers, internal service team and intermediaries to provide first class service ... our existing clients by developing and maintaining client satisfaction through relationship building + Collaborating with internal partners to establish and… more
- Grifols Shared Services North America, Inc (Miami, FL)
- …call points in Anesthesiology, Cardiology, Hospital Pharmacy, Critical Care, Blood Bank and other departments and stakeholders necessary in the sales process. ... Markets, Marketing, MSL, etc. + Key Opinion Leader mapping and appropriate relationship with Medical Liaison. Business Acumen + Understand the major fluctuations a… more
- Wells Fargo (Palm Beach, FL)
- …**Banking, Lending, & Trust (BL&T)** unlocks access to Wells Fargo Bank products and services to high-net-worth and ultra-high-net-worth individuals and families ... needs related to banking, custom lending, and trust services. These bank specialists leverage resources, valuable research, relationships, custom solutions, and… more