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This role, which performs all transactions typically associated with both the Teller Line and Platform, focuses on 100% client satisfaction while maintaining operational soundness and achieving market, branch and personal goals. ESSENTIAL DUTIES AND RESPONSIBILITIES include the following. Other duties and special projects may be assigned. Receives checks and cash for depo
Posted 19 days ago
Client Acquisition Acquires clients for Wealth Management through a variety of sales and marketing techniques. Provides customized banking solutions based on the needs of the client in coordination with the overall wealth plan. Develop both Internal and external network representing the Bank in the community and markets served. Portfolio Management Manages a portfolio of
Posted 1 month ago
Use the consultative sales process and Financial Needs Assessment to build a thorough customer profile and identify current and future financial needs. Maintain an in depth knowledge of Retail consumer and small business products/services and recommend appropriate solutions using our value proposition. Utilize CAMP and other approved Marketing tools to proactively reach o
Posted 9 days ago
Cushman & Wakefield
- Dallas, TX / Boca Raton, FL / Fort Lauderdale, FL / 1 more...
The Capital Markets Senior Financial Analyst ("CMFA") Pool Analyst will support transactions generated by Cushman & Wakefield's Investment Sales brokerage services across multiple product types. Senior Analysts will primarily perform the more complex financial analysis activities of pricing, Excel valuation model creation, Argus Enterprise model creation and auditing, lea
Posted 16 days ago
Client Acquisition Acquires clients for Wealth Management through a variety of sales and marketing techniques. Provides customized banking solutions based on the needs of the client in coordination with the overall wealth plan. Develop both Internal and external network representing the Bank in the community and markets served. Portfolio Management Manages a portfolio of
Posted 1 month ago
Consistently meets and/or exceeds assigned individual, team and revenue goals within a designated market and gaining complete knowledge of the business and personal financial needs of assigned clients. Proactively seek ways to develop and expand client relationships in order to contribute towards the Bank's success. Develops and maintains a prospect list of potential cust
Posted 16 days ago
Consistently meets and/or exceeds assigned individual, team and revenue goals within a designated market and gaining complete knowledge of the business and personal financial needs of assigned clients. Proactively seek ways to develop and expand client relationships in order to contribute towards the Bank's success. Develops and maintains a prospect list of potential cust
Posted 16 days ago
General Corporate Entity formation; drafting board and stockholder consents, and meeting minutes; drafting documents for amendments, withdrawals, mergers and dissolutions of corporations and LLCs; drafting documents for officer and director changes; drafting proxies and power of attorney documents. Global Entity Management Manage the administration of Cloud's internationa
Posted Today
Meets or exceeds individual sales and retention goals adhering to corporate, legal, and regulatory policies, guidelines, and requirements regarding compliance. Independently expands existing relationships and solicits new business through client referrals and cold calling efforts to meet or exceed the Bank's strategic goals. Generates proposal and develops sales strategie
Posted 16 days ago
Meets or exceeds individual sales and retention goals adhering to corporate, legal, and regulatory policies, guidelines, and requirements regarding compliance. Independently expands existing relationships and solicits new business through client referrals and cold calling efforts to meet or exceed the Bank's strategic goals. Generates proposal and develops sales strategie
Posted 16 days ago
Proactively and pleasantly greets clients to establish a connection and develop rapport, providing outstanding, personalized client experience. Client Services duties include and not limited to helping in the lobby to ensure clients are being attended to at all time; when not servicing clients in the teller line, the Universal Banker is required to assist clients in the l
Posted 1 month ago
The Commercial Banker is primarily responsible for generating and maintaining portfolios of commercial loans and deposits, as well as providing client service, cross sales and retention of inherited and acquired bank relationships. ESSENTIAL DUTIES AND RESPONSIBILITIES include the following. Other duties and special projects may be assigned. Originates, services and grows
Posted Today
Talent Acquisition Intern Program The Talent Acquisition Intern will be instrumental in enhancing and optimizing various facets of the recruitment process. Their main responsibilities will be helping Lennar identify and attract top talent, strengthening the brand's presence on college campuses, streamlining the recruitment processes, and advancing diversity, equity, and i
Posted 19 days ago
Fifth Third Bank
- Miami, FL / Miramar, FL / Pembroke Pines, FL
Develop referral contacts (realtors, builders, professional and personal contacts). Maintain knowledge of Fifth Third Mortgage Company's policies and procedures. Maintain knowledge of available loan products, processing procedures, and underwriting and general departmental guidelines. Follow defined protocol for escalation exceptions. Take applicant applications by comple
Posted 18 days ago
Use the consultative sales process and Financial Needs Assessment to build a thorough customer profile and identify current and future financial needs. Maintain an in depth knowledge of Retail consumer and small business products/services and recommend appropriate solutions using our value proposition. Utilize CAMP and other approved Marketing tools to proactively reach o
Posted 18 days ago
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