- Truist (Miami, FL)
- …track record working complex credit deals and/or in tandem with a senior credit advisor . + Advanced and proven working knowledge of deposit, credit ... English (Required) **Work Shift:** 1st shift (United States of America) **Please review the following job description:** Serve as primary relationship advisor … more
- TD Bank (Miami Beach, FL)
- …of Business:** TD Wealth **Job Description:** Anticipated opportunity for a Financial Advisor II to start in mid-August, 2024, with locations that include South ... Beach, FL, North Miami, FL, and Coral Gables, FL. The Financial Advisor II (FA) role requires previous experience selling investments and providing financial… more
- PNC (Aventura, FL)
- …successful in this position. **Preferred Skills** Client Prospecting, Client Relations, Credit Risk Analysis, Customer Engagement, Financial Analysis, Financial ... to contribute to the company's success. As a Financial Advisor within PNC Investments, you will be based in...manager and other internal business partners to communicate and review business results and pipeline management. Meets service level… more
- TD Bank (Coral Gables, FL)
- …+ Contributes and/or provides recommendation to loan decision process based on evaluation of credit risk and other key factors from Credit Management + ... existing and new customers. The role is a trusted advisor who, with sensitivity to the customer's operating environment,...of products, sales, services and banking capabilities + Assesses credit requests to determine risk and make… more
- Fifth Third Bank, NA (Fort Lauderdale, FL)
- …concerning customer financial performance, condition, and industry trends to determine that any credit exposure is at an acceptable risk , and priced accordingly. ... assigned clients and prospects. This position requires a strong understanding of credit , commercial products and financial statement analysis, in order to offer… more
- Fifth Third Bank, NA (Fort Lauderdale, FL)
- …of 8 years managing business banking or commercial relationships preferred. + Formalized credit training or equivalent credit risk experience required. ... for personal and business needs. Serve as a trusted advisor for these businesses; collaborate with a team of...performance, condition, and industry trends to determine that any credit exposure is at an acceptable risk ,… more
- Santander US (Miami, FL)
- …area * Review documentation with banker new loans or loan renewals prepared by Credit Risk and send to the client for signature * Once received documents ... from client, verify signature and return to Credit Risk Department Assist with the preparation of credit reports and forms required **Overdrafts** * Check… more
- First Horizon Bank (Plantation, FL)
- …level of service while providing sound asset stewardship through a balance of risk and credit decisions. **Key Responsibilities Include** + Expand existing ... Work with the Management and Underwriters to analyze the credit strengths and weaknesses of prospective borrowers and make...preparation of Loss Given Default, Probability of default and Risk Adjusted Return on Capital models at time of… more
- Truist (Coral Gables, FL)
- …English (Required) **Work Shift:** 1st shift (United States of America) **Please review the following job description:** This is an in-office position. The location ... in SalesForce, create meeting agendas and summaries. 5. Manage the financial advisor 's calendar to maximize the appointments' productivity by minimizing travel time… more
- Truist (Fort Lauderdale, FL)
- …English (Required) **Work Shift:** 1st shift (United States of America) **Please review the following job description:** Serve as primary relationship manager for a ... profiling and personal financial planning analysis. Proactively work with the financial advisor on assigned investment accounts for adherence to investment and asset… more
- Citigroup (Miami, FL)
- …to match these with the prospective clients' needs. Serve as a trusted advisor to clients who frequently seek strategic advice regarding financial matters. Maintain ... full understanding of client goals and risk tolerance to ensure financial strategies are appropriate. Develop...and client relationships within target markets; Approving and disbursing credit lines; and Knowledge of local market dynamics and… more
- Citigroup (Miami, FL)
- …support of product specialists, intuitively recognize and understand a client's banking, credit and investment needs and goals in order to provide holistic financial ... appropriate (including, but not limited to Lending Consultants and Financial Advisor , Small Business Partners, Relationship Manager, etc.) + Organize client events… more