Develop new client business in target international using external knowledge of market (LATAM). Meets or exceeds investment referral goals, deposit goal DDA and interest bearing accounts adhering to corporate, legal, and regulatory policies, guidelines, and requirements regarding compliance. Collaborates with the team to generate, identify, qualify, and prioritize new pro

Who We Are Join a team that puts its People First! First American's Agency Division is dedicated to providing our policy issuing agents with resources, services and underwriting guidance needed to achieve new levels of success. Since 1889, First American (NYSE FAF) has held an unwavering belief in its people. They are passionate about what they do, and we are equally pass

General information Name Tax Managing Director Posting Title Managing Director | Tax Ref # 2232394 Date Published Monday, April 22, 2024 City Boca Raton State Florida Country United States Job Category Tax Office South Florida Advertised Location US FL Boca Raton Working time Full Time Description & Requirements As a Tax Managing Director, you will have the opportunity to

Demonstrating leadership by creating an environment that fosters teamwork, values diversity, and which supports and respects all team members, internal and external customers, and vendors Participates with others in Senior Management in the development and implementation of underwriting policy, marketing, and business strategy Oversee the underwriting process, evaluating

Increase the bank profitability by providing high quality customer service and cultivating new business relationships while maintaining/protecting Comerica's business interest. Manage customer relations and new business development with a periodic review of existing loan commitments. Act as the bank's agent with respect to advising the client as to proper loan structure.

Consistently meets and/or exceed assigned individual and team sales goals. Increases Bank relationships through cross selling, marketing materials, promotions, telemarketing, developing client relations and providing prompt client service. Develops and maintains a prospect list of potential clients. Participates in networking, outside sales efforts and cold calling as app

Job Summary This position is focused exclusively on the placement of debt and/or equity for commercial real estate transactions. Debt Analysts have the opportunity to be involved in every stage of a transaction, including underwriting, market research, property tours, preparation of offering memorandums, marketing and term sheet negotiation, closing and client meetings and

Prepares spreads and other preliminary financial analysis. May support in renewal and annual reviews of existing loans in the C&I Specialty. Ensures credit quality is maintained through identification of key risk factors associated with each loan and determines if those factors are mitigated; analyzes the viability of the repayment sources; assesses the appropriateness of

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

s REQUIREMENTS HS Diploma/GED Leadership experience with coaching and leading a team Proven experience with meeting sales goals Ability to obtain i nsurance l icensing within 6 months of start date where required PREFERRED REQUIREMENTS College degree or experience with underwriting, credit decision, or related financial industry experience WHO WE ARE A career with OneMain

Increase the bank profitability by providing high quality customer service and cultivating new business relationships while maintaining/protecting Comerica's business interest. Manage customer relations and new business development with a periodic review of existing loan commitments. Act as the bank's agent with respect to advising the client as to proper loan structure.

Coordinates with the Business & Sales Service Manager in preparing required reports and performs other functions as required. Responsible for servicing clients and opening account referrals for larger branches. Provides assistance in completing Requests for information (RFIs) from the BSA department as needed. Assist in completing Financial ticklers as well as signature c

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

Corporate Banking Relationship Manager Senior Job ID 2022 3773 Category Orlando/Tampa Type Full Time Overview Acts as the primary adviser for a portfolio of Corporate Banking clients. Develops new business relationships and maintains important revenue generating client relationships through new business development, relationship and portfolio management activities. Assess

The Tax Managing Director is responsible for applying industry specific knowledge to advice clients on the tax implications of their business objections, evaluating and selecting alternative actions to lessen tax burden and cost of compliance, identifying different methods of complying with tax regulations while acting as the primary client contact for complex tax issues.