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Banking AND Finance Crossing - Miami, FLProvides financial solutions to include deposit, loan, mortgage, small business, and investment services. Provides exceptional customer in every customer interaction. Apply and maintain all KYC policies and procedures to ensure full compliance at all times. The following responsibilities relate the growth of International Private Advisory Group RM through Retention, Expansion of Customer Relationships, Customer Relationships, and acquisition in the International Market: Proactively manages a portfolio of relationships/households with minimum combined balances of $250m in loans (excluding mortgages), deposits and investments Works to build a long-term advisory relationship with each client by analyzing situations from the clients' perspective and with the goal of achieving results with are in... See job listing >20 days ago from StateJobs.com - Save - More Tools...
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