- Banco Popular Puerto Rico (Sunrise, FL)
- …Banker Sunrise FL The Sales and Service Banker is responsible for the sale of bank products and services to meet all needs of existing and potential customers while ... rendering quality service in accordance with bank goals to attain growth, profitability and customer satisfaction. This role is responsible for the accurate… more
- Scotiabank (Tampa, FL)
- …focused culture throughout their team to deepen client relationships and leverage broader Bank relationships, systems and product knowledge. + Lead a suite of US ... challenge the status quo to improve the product P&L + Understand how the Bank 's risk appetite and risk culture should be considered in day-to-day activities and… more
- Citigroup (Miami, FL)
- …functions or businesses. **Responsibilities:** + Responsible for driving Citi Private Bank Latam strategic priorities and initiatives + Requires strong communication ... of an innovative, play-to-win culture + Partner closely with internal Wealth Management stakeholders + Establish governance of all initiatives including continuous… more
- KeyBank (Naples, FL)
- **Location:** 3777 Tamiami North - Naples, Florida 34103 **Job Summary** Key Private Bank (KPB) is dedicated to serving our clients' financial needs through expert ... with internal and external partners to acquire new and deepen existing Key Bank client relationships. **Responsibilities** + Acts as the primary client advisor by… more
- Citigroup (Miami, FL)
- …thoroughly understand the client situation and utilize that knowledge to develop tailored wealth management strategies. HNW Private Bankers are able to add value to ... market clients. In addition, they are able to deliver quality Private Bank client relationships (solutions and services) in an intensely competitive fragmented… more
- Scotiabank (Tampa, FL)
- …for clients and prospects, thereby achieving annual deposit growth targets.Ensure that the Bank 's interests are protected at all times by strictly adhering to risk ... Anti-Money Laundering, etc.Performs day-to-day activities in a manner consistent with the Bank 's risk culture and the relevant risk appetite statement and limits. +… more
- Citigroup (Miami, FL)
- …**Responsibilities:** + Service Maintenance and Contribute to Business Growth + Deliver wealth management services to CPB Latam clients with guidance from the Banker ... CPB clients and perform responsibilities through proficient use of the following Citi Private Bank platform applications such as One Source, WINS, DMS, OLOD, etc ) +… more
- Scotiabank (Tampa, FL)
- …a customer focused culture to deepen client relationships and leverage broader Bank relationships, systems and knowledge. + Ensure the proper completion of daily, ... not limited to regulatory requests or special projects. + Understand how the Bank 's risk appetite and risk culture should be considered in day-to-day activities and… more
- Citigroup (Tampa, FL)
- **Citi Overview** Citi, the world leading global bank , has approximately 200 million customer accounts and a presence in more than 160 countries and jurisdictions ... corporate and investment banking, securities brokerage, transaction services, and wealth management. Citi enables clients to achieve their strategic financial… more
- Citigroup (Tampa, FL)
- …is integral to delivering a remarkable customer experience and meeting the bank 's objectives. The US Personal Banking (USPB) Enterprise Data Office (EDO) Project ... project management and planning expertise in support of the Private Banking and Wealth Management (PBWM) Data operational model in order improve the integrity and… more