- First Horizon Bank (Miami, FL)
- …clients on their overall banking needs by providing depository, treasury management, lending as well as working together with Private Banking partners to assist ... commercial, private banking, consumer, small business, wealth and trust management, retail brokerage, capital markets, fixed income, and mortgage banking services.… more
- Citigroup (Boca Raton, FL)
- …and brokerage assets. + Deepen relationships with existing clients in PWM and Retail bank through the use of financial planning and excellent discovery and profiling ... (including, but not limited to Senior Wealth Advisor, Small Business Partners, Home Lending Officer, etc.) + Acquire new clients through converting referral leads. +… more
- Citizens (West Palm Beach, FL)
- …relationships that serves as a source of referrals for new mortgage lending opportunities. External relationships are the cornerstone of generating new business and ... experience in residential mortgage sales preferred. + Three plus years of retail residential mortgage sales experience. + Documented residential mortgage loan volume… more