- First Horizon Bank (West Palm Beach, FL)
- …deposits, and other bank services + Authorize payment and fees of commercial client overdrafts + Approve and process commercial client 's withdrawals on lines ... + Open new accounts and ensure all required documentation is obtained from the client + Process wire requests for clients. + Assist other AAs and other departments… more
- Truist (Jupiter, FL)
- …and ultra-high net worth wealth clients. Responsible for developing and deepening client relationships through needs-based, high-level client service and through ... may change from time to time. * Meet revenue growth, profitability and client retention goals by acquiring new clients through business development and expanding… more