• Wealth Support Specialist II - Coral Gables, FL.

    Truist (Coral Gables, FL)
    …delegate client and advisor operational requests related to transfers, withdrawals, and account opening/ maintenance to the centralized service team + Work ... to book management data (ie pipelined reports and referrals) + Support the sales and retention efforts by scheduling appointments, making follow up telephone calls,… more
    Truist (12/11/25)
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  • Universal Banker Float - Metro Tampa St Pete

    Truist (Tampa, FL)
    …compliance with current guidelines. 7. Serves as point of contact for account maintenance , problem resolution, identifying solutions and services and referring ... service, identifying and understanding the client's financial needs. Cross-trained to support sales and service activities as needed. Following is a summary of the… more
    Truist (10/28/25)
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  • Wealth Support Specialist II

    Truist (Winter Park, FL)
    …delegate client and advisor operational requests related to transfers, withdrawals, and account opening/ maintenance to the centralized service team. 6. Work ... to book management data (ie pipelined reports and referrals) 3. Support the sales and retention efforts by scheduling appointments, making follow up telephone calls,… more
    Truist (10/07/25)
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