- Wells Fargo (Tampa, FL)
- **About this role:** Wells Fargo is seeking an CA-WA Private Mortgage Banker (SAFE) in Consumer Lending as part of Home Lending. Learn more about our career areas ... and lines of business at wellsfargojobs.com (https://www.wellsfargojobs.com/career-areas/) . **In this role you will:** + Participate in soliciting residential… more
- PNC (Lutz, FL)
- …and have an opportunity to contribute to the company's success. As a Branch Banker Senior, within PNC's Retail Banking organization, you will be based from ... that align customer needs and satisfaction as primary considerations in all business decisions and able to leverage that information in creating customized customer… more
- Citigroup (Miami, FL)
- The Personal Banker SAFE Act is an entry level position responsible for the assistance in the execution of sales, products or service activities in coordination with ... sales to individual consumer clients. **Responsibilities:** + Work with business credit requests less than $250K, recognize/refer larger lending opportunities… more
- Truist (Orlando, FL)
- …financial planning/advisory/insurance and investment management/asset allocation concepts and understanding of retail credit and traditional retail bank ... and provide an integrated delivery of a broad range of retail solutions including banking, mortgage, planning, investments, and insurance services. Leverage… more
- Truist (Bradenton, FL)
- …specialists. 4. Participates fully in all components of the established Truist Retail Community Bank Leadership Routines 5. Commits to advancing individual ... that meet client needs based on consultative conversations and referrals to other business partners for additional business growth opportunities. Will be cross… more
- Truist (West Palm Beach, FL)
- …unique needs. 5. Participate fully in all components of the established Truist Retail Community Bank Leadership Routines. 6. Commit to advancing individual and ... product knowledge to better serve consumer and business clients by attending sales, service and product knowledge meetings and all applicable training classes and… more
- TD Bank (Aventura, FL)
- …relationships for MA segment; manages all aspects of the client's relationships with TD Bank and refers to Retail and Wealth partners & affiliates as needed ... Identifies opportunities within your portfolio and network to refer business to Retail and Small Business...attained + Responsible for understanding and adhering to TD Bank & TD Wealth Policies and Procedures + Responsible… more
- Truist (Tampa, FL)
- …Advisory teams as appropriate to create the optimal client experience. Refer business and personal financial needs of assigned clients through the appropriate ... on Integrated Relationship Management (IRM) principles. Include the identification of all business and personal financial needs and bring in the appropriate partners… more
- TD Bank (West Palm Beach, FL)
- …TD Wealth client relationships; manages all aspects of the client's relationships with TD Bank and refers to Retail and Wealth partners & affiliates as needed ... Identifies opportunities within your portfolio and network to refer business to Retail and Small Business...attained + Responsible for understanding and adhering to TD Bank & TD Wealth Policies and Procedures + Responsible… more
- Bank OZK (Miami, FL)
- …Bank policies, procedures, and guidelines. Knowledge, Skills & Abilities + Knowledge of retail bank products and services + Knowledge of bank regulations, ... in community activities to demonstrate community involvement and support, facilitate Bank branding/name recognition, and promote business development and staff… more