• Business Relationship Manager I…

    JPMorgan Chase (Miami Beach, FL)
    …relationships and providing financial advice to your clients, a role as a Business Relationship Manager is for you. As a Business Relationship Manager I (BRM) ... existing clients at their places of business. Follow a disciplined relationship development process by identifying steps/strategies necessary to effectively maintain… more
    JPMorgan Chase (03/10/25)
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  • Governance & Controls - Wealth Supervision…

    Truist (Coral Gables, FL)
    …the nature of the business entity and historical patterns. Communicate with Relationship Managers, branch associates and others as needed to gather additional client ... subject matter experts for Unusual Financial Observation filings. Liaise with AML Officer as necessary. + Conduct regular reporting on fraud escalations. + Maintain… more
    Truist (01/14/25)
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  • Mortgage Lending Officer SAFE Act, DC…

    Citigroup (Miami, FL)
    The Mortgage Lending Officer role is a developing professional role. This role identifies policy and applies specialty knowledge in monitoring and assessing ... banking and credit, corporate and investment banking, securities brokerage, and wealth management. Citi Bank Retail Mortgage provides home lending services via… more
    Citigroup (03/04/25)
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