3 jobs found in Palm Beach

Position Title Home Lending Area Manager Location Palm Beach, FL 33480 Job Summary This position is responsible for building a team of Sr. Lending managers and Loan officers who sell Flagstar lending products and services. Proactively identify, develop and maintain a quality network of business relationships that serves as a source of referrals for new mortgage lending opportunities. Results are driven through recruiting, coaching, and mentoring Sr. Lending Manager and their direct reports. This is a non-producing role with a focus on building and leading a team to identify sales opportunities, focus on quality, and deliver a one-of-a-kind customer experience to home buyers. Job Responsibilities: Recruiting/Mentoring: Recruit, hire, develop, lead and retain a small number of quality loan officers. Monitor sales activity within the sales team. Responsible for conducting training for any new hire or existing hires in both skills development and product...

Position Title Financial Planner (CFP®) - Private Banking   Location Palm Beach, FL 33480   Job Summary Family Advisory and Trusts provides sophisticated planning advice to clients on a wide range of advisory topics, including: wealth structuring for HNW and UHNW individuals, investors, and business owners; estate planning; financial planning; income tax planning for founders, owners, and executives; family legacy planning, including business succession, family dynamics, and family office advisory; next gen; and philanthropy advisory and charitable giving. We are highly collaborative, client-obsessed, and enjoy working in an entrepreneurial, fast-paced environment to build the private bank of the future. The Financial Planner supports the delivery of comprehensive, goals-based financial planning to HNW clients and families. This role is client-facing and execution-oriented, partnering with private bankers and senior planners to deliver high-quality planning analyses and...

Position Title Group Director, Senior Vice President   Location Palm Beach, FL 33480   Job Summary The Group Director will be responsible for building and maintaining strong client relationships for the Private Bank by providing personalized banking products and services.   Job Responsibilities: JOB RESPONSIBILITIES New Client Acquisition Leads team in developing opportunities with bank targeted Commercial and High Net Worth prospects through customer referrals, COI referrals, Networking, and other sources. Responsible for ensuring new clients in their respective region fall within the bank’s risk protocol and framework Client Management Regularly meets with top clients to ensure customer satisfaction & understand/assess for incremental needs.   Determines customers’ financial needs and presents needs-based solutions. Uses independent judgement and discretion to make decisions on customer related matters within one’s authority.  Escalates matters...