- Regions Bank (Tampa, FL)
- …system. **Job Description:** At Regions, the Credit Products Commercial Loan Fulfillment Specialist will orchestrate the closing process for all members of the ... of the following segments: Commercial Banking, Branch Small Business, Private Wealth , Real Estate Banking (includes Home Builder Finance, Income Property Finance,… more
- Citigroup (Fort Lauderdale, FL)
- …banking and credit, corporate and investment banking, securities brokerage, transaction services, and wealth management . As a bank with a brain and a soul, ... delivery of solutions to our customers. The **Principal Application Security Specialist ** **_(AI Solutions)_** is a pivotal, cross-functional role responsible for… more
- Truist (Fort Lauderdale, FL)
- …high net worth clients. Participates as part of the broader client facing wealth team to expand existing relationships and capture new opportunities from both ... change from time to time. 1. Engage with the Wealth Advisor and Investment Manager as a team to...with client or prospect goals and objectives. Utilize other specialist where appropriate. 2. Provide financial planning guidance in… more
- TD Bank (Tierra Verde, FL)
- …contributes to the growth and profitability of our Consumer Business through the management of a Store portfolio including deposits, loans, fees and expenses. Leads, ... the customer first and referring them to the right Specialist to ensure we are meeting their needs and...advice to customers. **Depth & Scope:** + Provides people management leadership by hiring the best talent, setting goals,… more
- Truist (Bal Harbour, FL)
- …Certified Financial Planner (CFP), Chartered Financial Analyst. (CFA), Accredited Asset Management Specialist AAMS(R) , Certified Trust and Financial Advisor ... and marketing new products to existing clients. Successfully participate in the sales management process, which includes, but is not limited to, the delivery of… more