- HSBC (Miami, FL)
- …our customers, our people, our investors, our communities and the planet we all share. The Wealth Relationship Officer works closely with the Wealth ... and reduce the time spent on process and administrative tasks by the Wealth Relationship Manager to increase their capacity to address clients' needs and conduct… 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)
- …exceeding client's needs + Open, link, and close accounts. Coordinate with Relationship Officer /Private Banker to obtain approval on account openings, ... A Service Officer provides service support to the Citi Private...**Service Maintenance and Contribute to Business Growth** + Deliver wealth management services to CPB Latam clients with guidance… more
- First Horizon Bank (Boca Raton, FL)
- …models at time of new/renew requests. + Coordinate deal team meetings between Relationship Manager, Market President, Senior Credit Officer , and Underwriter + ... site at location listed in job posting **Summary** Commercial Relationship Managers are the client-facing key to our core...to coordinate credit decision with Market President, Senior Credit Officer , Executive Credit Officer , Chief Credit … more