- Truist (Tampa, FL)
- …and industry trends. Provides technical assistance and coaching to junior Credit Portfolio Managers. **Essential Duties and Responsibilities** Following is ... credit exposure for the most complex and largest credit relationships for the Wealth Medical Specialty...identifying issues and following through for remediation. + Coordinate credit and loan portfolio administration activities such… more
- Truist (Tampa, FL)
- …**Please review the following job description:** Provides support to a team of Wealth Advisors, managing a portfolio of high net-worth clients. Closely works ... as manager , or with training teammates 5. Demonstrates strong investment, wealth management, treasury services, credit and deposit knowledge to successfully… more
- US Bank (Tampa, FL)
- …and insurance + Deliver economic and market views, investment strategy, manager /fund/security research, and due diligence + Portfolio construction resulting ... Bank is strong and stable, and committed to our clients and employees. At Wealth Management from US Bank and US Bancorp Investments, we are uniquely positioned for… more
- Bank of America (Tampa, FL)
- …the firm's the most complex and sophisticated relationships. **Job Description:** The Portfolio Manager is the investment quarterback of the client relationship ... for evaluating, designing and overseeing all aspects of the portfolio construction including manager selection. + Oversee...growth of the market by meeting individual investment management, credit and deposit goals. + May be responsible for… more
- Fifth Third Bank, NA (Tampa, FL)
- …to decide on the credit request that should be pursued + Partner with Portfolio Managers and Credit Officers on credit requests and adhere to established ... well as monitoring the quality of an largest existing portfolio of companies with annual gross sales of at...and prospects. This position requires a strong understanding of credit , commercial products and financial statement analysis, in order… more
- TD Bank (Tampa, FL)
- …customers + Works with partners, including Small Business, Commercial, Consumer Lending and Wealth to grow the Store Portfolio + Manages the Store budget ... **Line of Business:** Personal & Commercial Banking **Job Description:** The Store Manager II develops, leads and contributes to the growth and profitability of… more
- Citigroup (Tampa, FL)
- …range of financial products and services, including consumer banking and credit , corporate and investment banking, securities brokerage, transaction services, and ... wealth management. As a bank with a brain and...for design, managing the development and architecture of a portfolio of solutions, centralized data services and common technology… more
- Truist (Tampa, 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