- Huntington National Bank (Naples, FL)
- …to policies and procedures. Service coverage for multiple practices (Private Banking, Trust , & Investment Management). Duties and Responsibilities: + Assists ... education + 4+ years customer service experience in banking or Wealth & Investment Financial Services experience + Notary public + Required when supporting Wealth… more
- Regions Bank (Miramar Beach, FL)
- …of financial services industry experience in commercial banking, consumer banking, trust investment , wealth management, or related **Skills and Competencies** ... wealth products and services including financial planning, asset management, personal trust and estate planning, insurance and risk management services, consumer and… more
- US Bank (Palm Beach, FL)
- …to large size high net worth client relationships. Builds a team of Banking, Trust and Investment professionals around client that meets and exceeds client ... talent for driving business - Extensive knowledge of US Bancorp Banking, Trust , and Investment products and services - Ability to partner with colleagues to… more
- First Horizon Bank (Orlando, FL)
- …to support client service and business development efforts (eg credit, mortgage, planning, investment , trust and fiduciary services, and insurance services) in a ... and prospects. + Partners with wealth and banking specialists, including investments, trust , mortgage, insurance, etc., using a team approach to deliver solutions to… more
- First Horizon Bank (Miami Beach, FL)
- …to support client service and business development efforts (eg credit, mortgage, planning, investment , trust and fiduciary services, and insurance services) in a ... and prospects + Partners with wealth and banking specialists, including investments, trust , mortgage, insurance, etc., using a team approach to deliver solutions to… more
- Truist (Tampa, FL)
- …to support client service and business development efforts (eg credit, mortgage, planning, investment , trust and fiduciary services, and insurance services) in a ... clients and prospects * Partners with Truist product specialists, including investments, trust , mortgage, insurance, etc., using a team approach to deliver solutions… more
- BMO Financial Group (West Palm Beach, FL)
- …internal/external stakeholders. + Ensures alignment between stakeholders. + Bridges banking, trust and investment disciplines together for client communications ... rapport and instills confidence with the client to develop credibility and earn their trust . + Follows through on the risk and compliance processes and policies to… more
- Bank of America (Naples, FL)
- …against revenue and flow target, PCA Productivity, and through Investments and Trust Market Leadership, ensuring adherence to investment policy standards and ... team, which consists of the Sales Executive, Client Management Executive, Market Trust Executive and Market Investment Executive. In smaller markets, the… more
- TD Bank (Fort Lauderdale, FL)
- …+ **Life and Health insurance license** + **Experience working with in the banking trust and investment area; especially with in the OCC regulatory frame work** ... **Customer Accountabilities:** + Works with Compliance partners and other related groups (such as Legal and Risk) to support creation of documentation and reports required by external regulatory bodies and TD internal groups + Leads development of team… more
- Navy Federal Credit Union (Pensacola, FL)
- …and growth of NFIS products and services. Recommend appropriate mixture(s) of insurance/ investment products and services to achieve the financial client's goals as a ... registered representative/advisor/agent of Navy Federal Investment Services (NFIS) and subsidiaries, or incumbent financial firms. Manage smaller dollar volume… more
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