- 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
- Truist (Boca Raton, FL)
- …Serve as primary relationship manager for a portfolio of financially complex client relationships within the defined mass affluent market segment within the Truist ... that clients deem outstanding. 2. Establish and periodically update understanding of client financial needs and conditions based upon sound profiling and personal… more