- JPMorgan Chase (Pompano Beach, FL)
- …relationships and providing financial advice to your clients, a role as a Business Relationship Manager is for you. As a Business Relationship Manager I (BRM) ... existing clients at their places of business. Follow a disciplined relationship development process by identifying steps/strategies necessary to effectively maintain… more
- Bank OZK (Fort Lauderdale, FL)
- …with and educates Bank partners to position the value of Trust and Wealth capabilities. + Creates market-wide business development plan in conjunction with the ... Managing Director, Chief Development Officer , Investment Advisors, and other Trust officers in leadership...quality fiduciary services to all clients of Trust and Wealth in assigned market. + Meets revenue, growth, and… more
- Truist (Coral Gables, FL)
- …the nature of the business entity and historical patterns. Communicate with Relationship Managers, branch associates and others as needed to gather additional client ... subject matter experts for Unusual Financial Observation filings. Liaise with AML Officer as necessary. + Conduct regular reporting on fraud escalations. + Maintain… more
- Citigroup (Miami, FL)
- The Mortgage Lending Officer role is a developing professional role. This role identifies policy and applies specialty knowledge in monitoring and assessing ... banking and credit, corporate and investment banking, securities brokerage, and wealth management. Citi Bank Retail Mortgage provides home lending services via… more
- Citigroup (Fort Lauderdale, FL)
- …and quarterly review process in partnership with the first line of defense ( relationship and product partners). + Provide review and challenge for annual and interim ... a portfolio of credit exposures to Citi's North American Wealth clients + Assist with portfolio management activities, including...formal Credit Training is a plus + Formal credit officer approval authority experience is a plus. Candidates should… more