- Regions Bank (Miami, FL)
- …into the careers section of the system. **Job Description:** At Regions, the Relationship Banker II is responsible for meeting with customers and prospects ... in person and on the phone to determine their financial needs, and meeting those needs by proactively offering...for greeting customers and processing transactions to ensure customers bank when, where, and how they choose + Owns… more
- Citigroup (Miami, FL)
- … needs of our Affluent and High-Net Worth clients, including a Wealth Relationship Manager and field experts such as Financial Planners, Insurance Specialists, ... existing clients in Citi Personal Wealth Management and Retail bank through the use of financial planning and excellent discovery and profiling skills . Respond… more
- Truist (Miami, FL)
- …requests to a virtual team. *This is an in-office position located at 777 Brickell Avenue, Miami, FL ESSENTIAL DUTIES AND RESPONSIBILITIES Following is a summary of ... Identify at-risk relationships at risk and notifies the appropriate relationship manager 4. May serve as the local point...to line of business 5. Demonstrate strong knowledge of bank policy and procedures 6. Strong problem solving skills… more