Wholesale Banking Relationship Specialist
4 weeks ago
As a Wholesale Banking Relationship Specialist at Synovus, you will partner with Bankers to proactively grow and maintain all aspects of the client relationship, ensuring alignment with Wholesale Banking's deposit gathering strategy. You will provide a concierge experience and develop strong relationships with day-to-day contacts, collaborating with internal partners to bring value to the client relationship.
Key Responsibilities- Manage the customer experience for less complex relationships from beginning to end, resolving client concerns and providing warm transfers when necessary.
- Set client expectations and gauge client satisfaction, building relationships through proactive contact and participating in client recognition activities.
- Educate clients on KYC Due Diligence, Beneficial Ownership Certification, and other regulatory requirements, facilitating the receipt of paperwork.
- Utilize reporting to maintain data integrity and ensure compliance with regulatory and company requirements.
- Partner with Treasury Implementation to deliver a customer-centric experience, onboarding new clients and maintaining awareness of Bank products and recognizing opportunities for further discussions.
- Bachelor's degree in Finance, Economics, Marketing, Communications, or a related field.
- One to two years of banking customer contact experience, including resolving customer concerns.
- Ability to travel to locations in West Palm Beach, FL, and Coral Gables, FL, as needed.
- Knowledge of Synovus Bank systems utilized for customer support.
- Knowledge of Synovus bank policies, products, and services with emphasis on commercial depository services.
- Experience using Salesforce.
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Commercial Banking Relationship Manager
3 weeks ago
Fort Lauderdale, Florida, United States Fifth Third Bank, N.A. Full timeJob SummaryFifth Third Bank, N.A. is seeking a highly skilled Commercial Relationship Manager to join our team. As a Commercial Relationship Manager, you will be responsible for developing and maintaining relationships with existing and new clients, identifying business opportunities, and providing tailored financial solutions to meet their needs.Key...
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Premier Banking Specialist
3 weeks ago
Fort Lauderdale, Florida, United States Truist Full timeJob SummaryAs a Premier Banking Specialist at Truist, you will be responsible for managing a portfolio of mass affluent clients, providing personalized service, and delivering a range of fee income and retail banking products and services. You will work closely with clients to understand their financial needs and conditions, and provide proactive advice on...
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Commercial Banking Relationship Manager
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Fort Lauderdale, Florida, United States Regions Bank Full timeJob SummaryRegions Bank is seeking a Commercial Relationship Manager to focus on delivering credit and a broad range of product/service client solutions within a dedicated geographic area. The ideal candidate will target general-industry clients with annual revenues between $10MM - $250MM.Key ResponsibilitiesIdentify, prioritize, and develop relationship...
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Corporate Banking Relationship Manager III
3 weeks ago
Fort Lauderdale, Florida, United States Amerantbank Full timeJob SummaryThe Corporate Banking Relationship Manager III is responsible for maximizing share of wallet and products penetration, promoting and cross-selling products and services to existing and potential customers, and developing new relationships to increase bank revenues and identify business opportunities.Key Responsibilities:Promote and cross-sell...
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Business Banking Relationship Manager II
4 weeks ago
Fort Lauderdale, Florida, United States First Horizon Bank Full timeJob SummaryFirst Horizon Bank is seeking a skilled Business Banking Relationship Manager II to join our team. As a key member of our commercial banking team, you will be responsible for building and maintaining relationships with small to medium-sized businesses, providing them with tailored financial solutions to meet their unique needs.Key...
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Senior Private Banking Specialist
4 weeks ago
Fort Lauderdale, Florida, United States Avior Executive Search, Inc Full timeSenior Private Banker/Relationship ManagerAvior Executive Search, Inc. is proud to present an exciting opportunity for a Senior Private Banker/Relationship Manager to join a well-established and growing bank in Fort Lauderdale.This newly created position is a critical need for the wealth management team, focusing on high-net worth and ultra-high net worth...
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Vehicle Wholesale Marketing Representative
4 weeks ago
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Commercial Banking Professional
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Commercial Banking Coordinator
4 weeks ago
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Commercial Banking Operations Coordinator
3 weeks ago
Fort Lauderdale, Florida, United States Seacoast Bank Full timeJob Title: Commercial Banking Operations CoordinatorJob Summary:We are seeking a highly skilled Commercial Banking Operations Coordinator to join our team at Seacoast Bank. In this role, you will be responsible for supporting the Commercial Banking client service channel by coordinating the activities of assigned Bankers. Your primary goal will be to ensure...
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Private Client Relationship Manager
3 weeks ago
Fort Lauderdale, Florida, United States Citizens Financial Group, Inc. Full timeJob SummaryCitizens Financial Group, Inc. is seeking a skilled Private Client Relationship Manager to join our team. As a key member of our Private Client Group, you will be responsible for acquiring, broadening, deepening, and retaining affluent and high-net-worth relationships.Key ResponsibilitiesAcquire qualified, new-to-wealth relationships through leads...
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Wealth Relationship Manager
3 weeks ago
Fort Lauderdale, Florida, United States Citigroup Inc Full timeJob DescriptionThe Wealth Relationship Manager SAFE Act is a seasoned professional role that requires in-depth knowledge and expertise in financial planning and relationship management. The ideal candidate will have a strong analytical and financial skills, excellent communication and diplomacy skills, and the ability to work independently with minimal...
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Financial Services Specialist
4 weeks ago
Fort Lauderdale, Florida, United States First Horizon Bank Full timeJob SummaryAs a Client Specialist at First Horizon Bank, you will provide critical support to Commercial and Private Banking Relationship Managers. Your primary responsibilities will include:Assisting Commercial Relationship Managers with commercial lending supportReviewing and funding loansMaintaining Relationship Managers' portfolios by clearing loan,...
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Banking Associate Career Advancement Opportunity
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Fort Lauderdale, Florida, United States TD Bank Group Full timeOverviewTD Bank Group is one of the world's leading global financial institutions, driven by our vision to Be the Better Bank. As a Banking Associate, you will play a key role in delivering legendary customer experiences to over 27 million households and businesses in Canada, the United States, and around the world. Our colleagues bring their skills, talent,...
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Automation Project Specialist
4 weeks ago
Fort Lauderdale, Florida, United States Entegee Full timeJob OverviewEntegee is seeking a highly skilled Contract Licensing Specialist to manage state and federal wholesale distribution license applications for a six-month term.Prepare and submit state wholesale distribution license applicationsCoordinate federal and state facility licensing applicationsMonitor application status and address deficiencies until...
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Underwriter Broker E&S Insurance Specialist
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Fort Lauderdale, Florida, United States Criterion Executive Search Full timeJob OpportunityCriterion Executive Search is partnering with a rapidly growing broker to find a skilled Underwriter Broker for their E&S Insurance team in Ft Lauderdale. The ideal candidate will have 3+ years of experience in wholesale broker/underwriting with a strong network of agency contacts.Key Responsibilities:Develop and maintain relationships with...
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Wealth Relationship Manager
3 weeks ago
Fort Lauderdale, Florida, United States Citigroup Inc Full timeThe Wealth Relationship Manager SAFE Act is a seasoned professional role that requires in-depth knowledge of financial planning and relationship management. The ideal candidate will have a strong analytical and financial skills, with the ability to integrate subject matter and industry expertise within a defined area.Key Responsibilities:• Identify, build...
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Retail Banking Specialist
4 weeks ago
Fort Myers, Florida, United States Fifth Third Full timeAbout the RoleFifth Third Bank is seeking a highly motivated and customer-focused Personal Banker Associate I to join our team in Fort Myers, Florida. As a key member of our Financial Center team, you will play a critical role in providing exceptional customer service and building strong relationships with our customers.Key ResponsibilitiesUse a consultative...
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Medical Technologist
4 weeks ago
Fort Lauderdale, Florida, United States HealthCare Connections, Inc. Full timeJob OpportunityHealthCare Connections, Inc. is seeking a highly skilled Medical Technologist to join their team in sunny South Florida.Job Summary:We are looking for a talented Medical Technologist with strong blood banking skills to work on the night shift. The ideal candidate will have a strong background in laboratory medicine and be able to perform a...
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Wealth Relationship Manager
3 weeks ago
Fort Lauderdale, Florida, United States Citigroup Inc Full timeJob SummaryWe are seeking a highly skilled Wealth Relationship Manager to join our team at Citigroup Inc. in Plantation, Florida. As a key member of our Private Client Coverage team, you will be responsible for building and deepening relationships with affluent and High Net Worth clients to gain incremental wallet share.Key ResponsibilitiesAnticipate and...