• CLU Portfolio Manager

    Truist (Orlando, FL)
    …in credit request packages in a moderate sized or large homogeneous portfolio . Ensure packages are complete, accurate and thoroughly documented 2. Analyze and/or ... with client, verbally and in writing, on pending loan requests or portfolio management actions 4. Understand and articulate all Truist Wholesale Credit policies,… more
    Truist (12/17/24)
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  • Premier Banker II - Daytona

    Truist (Ormond Beach, FL)
    …America) **Please review the following job description:** Serve as primary relationship manager for a portfolio of financially complex client relationships ... and solutions.. ESSENTIAL DUTIES AND RESPONSIBILITIES 1. Serve as the primary relationship manager for a portfolio of mass affluent clients. Sell, deliver and… more
    Truist (12/13/24)
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