- Bank OZK (Miami, FL)
- …meaningful conversations to uncover needs, make appropriate recommendations, and submit referrals to banking center team members or line of business partners. + ... Job Purpose & Scope Responsible for utilizing knowledge of banking products and services to build professional relationships with customers and engaging in… more
- Banco Popular Puerto Rico (Miami Lakes, FL)
- …Miami Lakes, FL, US, 33016 Company: Popular Workplace Type: Hybrid Commercial Banking Specialist Popular Association Loan Processing Mgmt This position is ... a designated portfolio and also provides day to day support to a designated business banking team to ensure customers are effectively serviced, their inquiries… more
- City National Bank (Miami, FL)
- …products and services in order to establish a total client banking relationship. Discusses financing opportunities and general business conditions; may ... **RELATIONSHIP MANAGER BUSINESS BANKING SR** **WHAT IS THE...client or prospect in conjunction with the strategic business development program. Identifies business opportunities and… more
- Bank of America (Miami, FL)
- Sr Client Outreach Specialist Charlotte, North Carolina;New York, New York; Miami, Florida; Fort Worth, Texas **Job Description:** Candidate will be a part of ... and Investment Bank (GCIB) and Global Markets (GM)lines of business . **The Function** The Client Outreach team...the client experience. **The Role** The KYC Client Outreach Specialist (COS) teams serve as… more
- Bank OZK (Coral Gables, FL)
- …meaningful conversations to uncover needs, make appropriate recommendations, and submit referrals to banking center team members or line of business partners. + ... of management. + Demonstrate competency and accountability to maintain banking center operational standards, ensuring compliance with internal controls, operational… more
- Bank of America (Miami, FL)
- …(MSM) is the primary sales leader for a specific region, segment or industry ( Business Banking , Commercial Banking , Corporate Banking , International, and ... direct core acquiring and/or merchant background preferably within the Business Banking or Middle Market Space +...gateways knowledge. + Fiserv product set experience. **Skills:** + Business Development + Client Management + Relationship… more
- Deloitte (Miami, FL)
- …needs and technology solutions, helping to create technology solutions to meet clients' business needs. Specialist Masters will support the effort to define ... Operations & Technology Transformation Specialist Master, Guidewire Data Migration - ETL Developer...and technology enabled solutions focused on "heart of the business " issues in specific sectors including Health Care &… more
- HSBC (Miami, FL)
- …Spectrum and Managed Portfolio Allocations) and Alternatives. As the Senior Investment Specialist for Asset Management, you will be the key contact for all ... Your remit specifically will be to grow the Offshore business within WPB through effective and influential sales coaching...Worth, Ultra High Net Worth. As our Senior Investment Specialist you will: + Serve as back-up on the… more
- Truist (Coral Gables, FL)
- …Wealth support efforts and be an effective advocate for Wealth clients with other business units 6. Enter and maintain appropriate client records; monitor ... NC 2. 201 Alhambra Circle, Coral Gables, FL Provides client and advisor support to a team of Wealth,...7+ years in the role as a Wealth Support Specialist or equivalent work-related experience 2. Excellent organizational skills… more
- Deloitte (Miami, FL)
- …who wants to work in a collaborative environment? As an experienced Project Management Specialist , you will have the ability to share new ideas and collaborate on ... (PDM) is a talent model that is tailored specifically for long-term, onsite client service delivery. Work you'll do/Responsibilities Our client has chosen… more
- Deloitte (Miami, FL)
- …who wants to work in a collaborative environment? As an experienced Project Management Specialist , you will have the ability to share new ideas and collaborate on ... (PDM) is a talent model that is tailored specifically for long-term, onsite client service delivery. Work you'll do/Responsibilities Our client has chosen… more
- Truist (Coral Gables, FL)
- …on managing risk. Provide support to additional Specialty-specific processes and business functions as needed. This analytical role is responsible for sensitive ... functions are tied to a wide range of critical processes such a client onboarding, new account opening, wire transfer processing, tax document processing, account… more
- Regions Bank (Coral Gables, FL)
- …the system. **Job Description:** At Regions, the Treasury Management Global Finance Specialist will process standby letters of credit, commercial letters of credit, ... and publications that governs said products. **Primary Responsibilities** + Ensures client needs are met and/or exceeded within established service level agreement… more
- Bank of America (Miami, FL)
- …identify opportunities that enhance the client experience. **The Role** The KYC Client Outreach Specialist (COS) teams serve as the Front Line Unit engaging ... client population considerations + Drive ownership of client engagement and work across Lines of Business...collectively help our clients + Partner with colleagues in Banking , Sales,, FLU COOs, FLU Change, FLU Business… more
- Truist (Fort Lauderdale, FL)
- …Complex Managers) who are designated to support client service and business development efforts (eg banking , mortgage, planning, investments, and insurance ... perform the essential functions. 1. Bachelor's degree with a concentration in business , accounting, finance, banking , or equivalent education and related… more
- TD Bank (Miami Beach, FL)
- …Code of Conduct + Works alongside other business lines including Wealth and Business Banking to stay abreast of emerging trends in the market, support ... you more specific details for this role. **Line of Business :** Personal & Commercial Banking **Job Description:**...the customer first and referring them to the right Specialist to ensure we are meeting their needs and… more
- JPMorgan Chase (Miami, FL)
- …Our history spans over 200 years and today we are a leader in investment banking , consumer and small business banking , commercial banking , financial ... awareness of and sensitivity to confidential nature of Private Banking clients. **Job Responsibilities** + Support Client ...and Investor Support teams + Liaise with Operations and Client Service Specialist teams + Monitor exceptions… more
- Truist (Fort Lauderdale, FL)
- …and client retention goals by acquiring new clients through business development and expanding services and marketing new products to existing clients ... work with various specialists and IRM partners who are designated to support client service and business development efforts (eg credit, mortgage, planning,… more
- Citigroup (Miami, FL)
- …companies, sectors, industries, and countries for portfolio diversification and new client business development; Providing investment and estate planning advice ... tracking and deal pipeline reports. Act as the primary contact for selected client relationships and leverage banking tools, systems, and investments strategies… more
- Truist (Aventura, FL)
- …referring the client to the appropriate branch team members or specialist . 4. Understand the importance of Integrated Relationship Management (IRM) to ensure we ... the following job description:** Provide timely and efficient completion of client transactions while maintaining accurate records and thorough proper handling of… more