- 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 (Coral Gables, 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
- Bank of America (Miami, FL)
- …us! **Job Description:** Manages the end to end credit process for a portfolio of Private Wealth Management clients and works with the Central Administration ... GWIM Custom Lending Credit Manager Saint Louis, Missouri;Newport Beach,...finance) *Serve as main point of contact for regional portfolio of credit relationships *Synthesize appropriate financial… more
- First Horizon Bank (Miami Lakes, FL)
- **Description** **Location** **: Onsite listed in the posted.** **SUMMARY** The Retail Credit Review Manager (Retail CRM) is responsible for helping administer ... Credit Assurance Services (CAS) credit review program and leading a team of ...Perform and approve reviews/testing of centralized consumer transactions including portfolio mortgages, home equity lending, non-real estate secured lending,… more
- First Horizon Bank (Doral, FL)
- …identifying portfolio weaknesses and trends and alerting management (Group Manager , Market President, Senior Credit Officer) to deteriorating portfolio ... with commercial clients, with the potential to manage a portfolio of commercial clients. Makes and services a wide...new/renew requests. + Coordinate deal team meetings between Relationship Manager , Market President, Senior Credit Officer, and… more
- JPMorgan Chase (Miami 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) in ... businesses through financial solutions, education, and advice. You will manage a portfolio of new and existing business clients by building relationships and… 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 (Miami, 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
- JPMorgan Chase (Miami, FL)
- …in regard to executing and managing brokerage activity. + Demonstrated understanding of wealth management including, but not limited to: credit , deposits, trust ... Senior Investor. Collaborating closely with the Regional Investment Team Leader and Market Manager , you will help drive the overall priorities of the Investor team.… more