- Truist (Miami, FL)
- …for the most complex and largest credit relationships for Truist Wealth . Oversees sound portfolio management activities on assigned loan portfolio ... and industry trends. Provides technical assistance and coaching to junior Credit Portfolio Managers. **Essential Duties and Responsibilities** Following is… more
- Citigroup (Plantation, FL)
- The Wealth Relationship Manager SAFE Act is a seasoned professional role. Applies in-depth disciplinary knowledge, contributing to the development of new ... support of product specialists, intuitively recognize and understand a client's banking, credit and investment needs and goals in order to provide holistic financial… more
- First Horizon Bank (Miami, FL)
- …credit analyses on non-owner occupied commercial real estate loans that facilitates the credit approval process. The Portfolio Manager should have a ... the creditworthiness of customers and prospects. **ESSENTIAL DUTIES AND RESPONSIBILITIES** The Portfolio Manager - Market/ Investor CRE will be responsible for… more
- First Horizon Bank (Miami, FL)
- …**Location:** On site at offices within company's geographic footprint. **Summary** The Portfolio Manager assists in the assessment of risk and management ... of the Bank's loan portfolio by providing analytical and credit oversight....its subsidiaries offer commercial, private banking, consumer, small business, wealth and trust management, retail brokerage, capital markets, fixed… more
- Bank of America (Miami, FL)
- Portfolio Manager III Miami, Florida **Job Description:** At Bank of America, we are guided by a common purpose to help make financial lives better through the ... the firm's the most complex and sophisticated relationships. **Job Description:** The Portfolio Manager is the investment quarterback of the client relationship… more
- First Horizon Bank (Miami, FL)
- …factors related to First Horizon's underwriting policies and guidelines. + Works with the Portfolio Manager (PM) and Relationship Manager (RM) in completing ... within company's geographic footprint. **Summary** At First Horizon, the Credit Associate is a member of the credit...and analysis and supports PM and RM on ongoing portfolio management and new origination evaluations. + Identify emerging… more
- Fifth Third Bank, NA (Fort Lauderdale, FL)
- …to decide on the credit request that should be pursued + Partner with Portfolio Managers and Credit Officers on credit requests and adhere to established ... well as monitoring the quality of an largest existing portfolio of companies with annual gross sales of at...and prospects. This position requires a strong understanding of credit , commercial products and financial statement analysis, in order… more
- JPMorgan Chase (Miami, FL)
- …providing financial advice to your clients, then a role as a Business Relationship Manager is for you. As a Business Relationship Manager Senior (BRM) Deepening ... banker in Business Banking, you'll be managing a portfolio of large profitable business clients with annual revenue greater than ~$5MM. You'll focus on deposit… more
- JPMorgan Chase (Coral Springs, 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) in ... businesses through financial solutions, education, and advice. You will manage a portfolio of new and existing business clients by building relationships and… more
- First Horizon Bank (Fort Lauderdale, FL)
- …FL; West Palm Beach, FL **Summary** At First Horizon, our Business Banking Relationship Manager plays a pivotal role improving the lives of our clients and the ... AND RESPONSIBILITIES** + Responsible for loan and deposit growth through client portfolio , centers of influence and other proactive measures to grow market share.… more
- First Horizon Bank (Miami Lakes, FL)
- …**Location:** On site in Hialeah, FL **Summary** The Business Banking Relationship Manager , Sr is a high-level banker role responsible for developing, managing, and ... expanding business relationships for a portfolio of small to midsized businesses. Provides a full...customer about financial strategies (eg Financial planning, investments, insurance, credit , market trends) based on customer profile and financial… more
- Citizens (Miami, FL)
- …such as credit , liquidity, interest rate management, treasury solutions, and Wealth Management. We have multiple openings in Florida as we expand our footprint!! ... to more complex portfolios, and a strong background in sales and proven credit skills. These senior level performers will have an immediate impact. We reward… more
- Truist (Hollywood, FL)
- …America) **Please review the following job description:** Serve as primary relationship manager for a portfolio of financially complex client relationships ... time to time. 1. Serve as the primary relationship manager for a portfolio of mass affluent...banking, investments, and/or retail lending. (experience may include Retail, Wealth , Advisory, and/or Retail Lending experience) or one years'… more
- Citigroup (Tamarac, FL)
- The De Novo Branch Manager SAFE Act is a senior management professional responsible driving the growth of a new branch (De Novo) through proactive business ... grow balances, build customer loyalty, collaborate with key partners across Wealth , Lending, Business Banking and Community Engagement and recommend the development… more