- First Horizon Bank (Fort Myers, FL)
- …Commercial banking product suite (loans, deposits, letters of credit, treasury management, international banking services, wealth management, merchant services, ... suite and consultative selling. + Acts as a financial advisor to those customers by staying informed of market...Works collaboratively with teammates to develop account structures and treasury management solutions that meet customer needs. + Work… more
- Wells Fargo (Tampa, FL)
- …. **In this role, you will:** + Serve as an expert advisor to middle market private equity firms ("PE firms" or "Financial Sponsors") ... Fargo's business objectives, and represent the company externally; serve as an expert advisor to leadership, represent the company externally as an expert and act as… more
- Banco Popular Puerto Rico (FL)
- …on the small and medium enterprise client segment. Serves as a "trusted advisor ", developing relationships with clients based on the clients' business objectives and ... are most appropriate for their situation + Cultivate internal partnerships with Treasury Management, Private Banking, Wealth Management, and Branch teams to provide… more
- Citigroup (Tampa, FL)
- …financial management and related controls. The team comprises disciplines including Treasury , Tax, Controllers and Financial Planning & Analysis, and manages and ... and gaps; provide expert guidance on remediation actions. + Work as trusted advisor to Finance Controllers on formulating actions to mitigate risks and remediate… more
- Mass Markets (FL)
- …addressing unique challenges and opportunities. + Serve as a trusted advisor to senior leadership, providing insights into market trends, competitor analysis, ... cycles and requirements. + Experience working with Federal Departments such as Treasury (IRS, BFS), FDIC, SEC, Education (FSA), Commerce, Energy, Justice, and… more
- Bank of America (Miami, FL)
- …responsibilities include serving as the primary point of contact/trusted advisor and acquiring, deepening, and maintaining profitable relationships, collaborating ... Wealth Management and facilitates client relationships with Product Specialists in Credit, Treasury Management, and Merchant Services in order to design and deliver… more
- Citigroup (Tampa, FL)
- …financial management and related controls. The team comprises disciplines including Treasury , Tax, Controllers and Financial Planning & Analysis, and manages and ... the business. + Acts as a technical expert who acts as an advisor on significant business/product decisions + Implements policies and procedures. + Performs other… more
- Truist (Miami, FL)
- …support leadership and regional leadership to understand and manage support to advisor gearing ratios and provide suggestions and recommendations for changes and ... in operations or administration 2. Demonstrates strong investment, wealth management, treasury services, consumer and commercial credit and deposit knowledge to… more
- Jabil (St. Petersburg, FL)
- …and ancillary agreements, such as transition services agreements. + Serve as legal advisor on a variety of M&A matters and help stakeholders to progress all ... team and other Legal team members. + Collaborate cross-functionally (Accounting, Tax, Treasury and business units) and within the Legal Department to achieve desired… more