- First Horizon Bank (Miami, FL)
- …private banking , consumer, small business, wealth and trust management, retail brokerage, capital markets, fixed income, and mortgage banking services. ... reviewed + Prepare work papers that accurately document work performed and support conclusions + Adhere to Departmental policies and guidelines + Conduct findings… more
- Citigroup (Miami, FL)
- …investment banking , securities brokerage, and wealth management. Citi Bank Retail Mortgage provides home lending services via our Citibank branches and ... service centers. The Home Lending Officer role represents the Retail Mortgage business providing superior service to clients and...Work as a team with all internal partners to support and grow our customers. + Refer customers who… more
- American Express (Sunrise, FL)
- …in Compliance or related activities, preferably within the financial services and retail banking industry. + Bachelor's Degree or equivalent work experience. ... As part of Team Amex, you'll experience this powerful backing with comprehensive support for your holistic well-being and many opportunities to learn new skills,… more
- City National Bank (Tallahassee, FL)
- …first mortgage and concurrent second loan products to existing and potential banking diverse segment clients. Community Loan Officer duties include outside sales ... loan products and services, uses consultative sales skills in support of sales and business development activities, meets directly...Qualifications** * HS Diploma * Minimum 5 years of retail residential mortgage sales experience * Minimum 3 years… more
- City National Bank (Tallahassee, FL)
- …and market dynamics to deliver strategic guidance to clients. * Lead retail syndications for large credit relationships in conjunction with the Bank's syndications ... Bank products and services in order to establish a total client banking relationship. Discusses financing opportunities and general business conditions; may assist… more
- Truist (Fort Myers, FL)
- … to make banking easier and enhance their service experience. 3. Support team sales process by participating in client outreach through outbound calls, checking ... service, identifying and understanding the client's financial needs. Cross-trained to support sales and service activities, with a particular focus on assisting… more
- Navy Federal Credit Union (Pensacola, FL)
- …and services + Experience in customer/member service, preferably in a call center, retail banking , or financial institution setting. + Demonstrated ability to ... primary point of contact during this time. Responsibilities Team Support & Leadership + Assist leadership in daily operations...on a monthly basis, and identify team trends + Support post-closing audits and document imaging + Perfect collateral… more
- M&T Bank (Naples, FL)
- …Trust & Financial Advisor) certification Exposure to and knowledge of the Bank's retail and commercial banking systems Knowledge of Private Banking ... individual needs and situation. Utilizes operational, technical, and functional expertise to support the execution of policies and procedures that align with all… more
- JPMorgan Chase (Naples, FL)
- …it accessible and exciting for everyone involved. + You have 2+ years of management, Retail Banking , or equivalent Chase leadership experience. + You have a high ... our brand and culture with the utmost hospitality, delivering the latest banking solutions and cutting-edge financial technology, as well as collaborating with our… more
- Wells Fargo (St. Petersburg, FL)
- …while developing understanding of and adherence to Private Mortgage Banking Sales functional area, policies, procedures, compliance requirements, and generating ... job expectations below **Required Qualifications:** + 2+ years of Private Mortgage Banking Sales experience, or equivalent demonstrated through one or a combination… more
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