- Comerica (Fort Lauderdale, FL)
- Private Banking Officer The Private Banking Officer role will be responsible for new business development, portfolio management and underwriting ... to support the needs of the group and high net worth clients. What we can offer you * Comerica Funded Retirement Plan and 401(K) Matching * Paid Time Off (PTO) * Employee Stock Purchase Plan * Paid Holidays, Floating Cultural Holiday * Medical, Dental, Vision,… more
- Citigroup (Miami, FL)
- The Client Service Officer is a seasoned professional role. Applies in-depth disciplinary knowledge, contributing to the development of new techniques and the ... of the individual. **Responsibilities:** + Deliver wealth management services to Citi Private Bank clients with guidance from the Banker teams. + Manage and… more
- First Horizon Bank (Tampa, FL)
- …to work with multiple channels to solve the client need: consumer, business banking and commercial. + Maintain proper house-holding of relationships + Utilize the ... deal team meetings between Relationship Managers, Market Presidents, Senior Credit Officer and Underwriter. + Works with other Team Members to appropriately… more
- HCA Healthcare (Brooksville, FL)
- …and the United Kingdom. We are looking for an Assistant Chief Financial Officer for our HCA Florida Oak Hill Hospital team where excellence creates excellence. ... Discounts + Retirement readiness, rollover assistance services and preferred banking partnerships + Education assistance (tuition, student loan, certification… more
- Citigroup (Tampa, FL)
- …+ Knowledge of Compliance laws, rules, regulations, risks and typologies and private banking related requirements. + Understanding of rules, laws, and ... Serves as a compliance risk officer for Independent Compliance Risk Management (ICRM)'s Wealth...Demonstrated knowledge in Wealth businesses including retail brokerage and private banking . Investment Advisory and Insurance background… more
- First Horizon Bank (Miami, FL)
- …a Senior Credit Officer for C&I credit requests to Commercial and Private Client borrowers in the South Region (markets located in Southeast Florida). This ... and regulations. **Qualifications Include** + Ten years or more in commercial banking or related field with demonstrated expertise in structuring commercial loans +… more
- UMB Bank (Tallahassee, FL)
- …including custodial services for health savings accounts (HSAs) and private label, multipurpose debit cards to insurance carriers, third-party administrators, ... our customers to have a single relationship for their banking and HSA needs. As a Senior Healthcare Services...HSA needs. As a Senior Healthcare Services Business Development Officer , you will be responsible for lead generation, prospect… more
- Citigroup (Tampa, FL)
- …experience with financial services companies (retail banking , small business banking , commercial, institutional, private banking ). + Knowledge of ... preferably also experience with data analysis and/or data science. Experience and knowledge in banking and finance will be desirable, as well as the ability to read… more
- Citizens (Fort Lauderdale, FL)
- …bank that stands and grows with its clients. As part of the Core Banking Division, Citizens Private Client provides personalized, world class financial planning ... you'll deepen relationships with your clients by collaborating with peers across banking , lending and investing, helping them with short- and long-term financial… more
- Bank of America (Coral Gables, FL)
- Private Client Manager II Coral Gables, Florida **Job Description:** At Bank of America, we are guided by a common purpose to help make financial lives better ... advising on the client's financial needs and the full array of Private Bank's capabilities, establishing and deepening relationships with internal and external… more
- Morgan Stanley (Miami, FL)
- …assist with Firm services and solutions that support clients' needs including banking products and services and secure, digital offerings like Morgan Stanley Online ... annuities, insurance, and managed accounts _*Reports to:*_ * Business Service Officer Morgan Stanley EOE committed to diversifying its workforce. M/F/D/V **Job:**… more
- Citigroup (Jacksonville, FL)
- …financial planning, excellent discovery and profiling skills; segments include of Citi Private Client, Citigold, Priority, and Everyday Banking tiers. + ... environment. You will be responsible for proactive investment and banking guidance/education, which includes account opening and asset gathering, providing… more
- Citigroup (Miami, FL)
- …PERSON MAY PROVIDE DOCUMENTARY EVIDENCE BEARING ON THE APPLICATION TO THE CERTIFYING OFFICER OF THE US DEPARTMENT OF LABOR AT THE FOLLOWING ADDRESS: United States ... delivering quality financial solutions and services in compliance with banking policies, procedures, and countries legal/ regulatory requirements. Create, organize,… more
- OneRail (Orlando, FL)
- …for an accomplished finance professional ultimately interested in pursuing a Chief Financial Officer (CFO) role at a high-growth company in the future. Reporting to ... A CPA is desirable. + Experience in an investment banking , management consulting, and/or public accounting firm is preferred....of the Inc. 5000 list of the fastest-growing US private companies in in 2022 and 2023, and received… more