- JPMorgan Chase (Jacksonville, FL)
- …including but not limited to facilitating accurately and timely operational requests such as account opening, money movement and investment trades + Aid the ... As part of Consumer Banking, you will provide client service operational marketing and administrative support to the primary...new lead generation + Assist in managing relationship and account reviews, promoting firm services to deepen… more
- M&T Bank (Naples, FL)
- …sales reports. + Process more complex client transactions such as cash disbursements, money movement , account maintenance, problem resolution and escalation, ... and the retention and expansion of existing client relationships. + Complete new account opening, collect AML (Anti- Money Laundering), BSA (Bank Secrecy Act) and… more
- American Express (Sunrise, FL)
- …the end-to-end deposit life cycle, including account acquisition, ATM, debit cards, money movement , servicing, and account restrictions. + Ability to ... supporting the US Consumer deposits business, including Amex Rewards Checking Account and American Express Savings Accounts offered through American Express National… more
- American Express (Sunrise, FL)
- …the end-to-end deposit life cycle, including account acquisition, ATM, debit cards, money movement , servicing, and account restrictions. + Ability to ... supporting the US Consumer deposits business, including Amex Rewards Checking Account and American Express Savings Accounts offered through American Express National… more
- Raymond James Financial, Inc. (St. Petersburg, FL)
- … Services (RCS) division. We are seeking a detail-oriented and client-focused Client Money Movement Associate to support our operations team. This role is ... responsible for reviewing and validating money movement requests submitted on behalf of...and decisions. + Collaborate with compliance, operations, and client service teams to ensure seamless processing. + Contribute to… more
- Fiserv (Tallahassee, FL)
- …efforts to expand and elevate Fiserv's market share and presence in the financial services industry. Assigned to sell core account processing products within the ... global leader in Fintech and payments, and we move money and information in a way that moves the...designated territory or assigned accounts. + Implement strategies and account plans to identify, qualify, and secure new clients… more
- Wells Fargo (Palm Beach, FL)
- …elements of a trust. + Execute on client requests, including money movement , investment implementation and ongoing account management. + Develop and maintain ... & Trust (BL&T)** unlocks access to Wells Fargo Bank products and services to high-net-worth and ultra-high-net-worth individuals and families based on needs related… more
- MyFlorida (Lecanto, FL)
- …Controlling Resources Monitoring and controlling resources and overseeing the spending of money . Judging Qualities of Things, Services , People, Making judgments ... the public assistance benefit process. The position will require standing, physical movement and walking within the workspace for the various job duties.A typing… more
- Regions Bank (Orlando, FL)
- …customers, and deepening existing customer relationships through checking acquisition, check card, money movement , credit card, merchant services , and ... and meeting those needs by proactively offering appropriate products, services , and guidance to achieve their financial goals. This...+ Two (2) years of banking, sales, and/or customer service experience + Ability to handle cash and process… more
- Bank of America (Jacksonville, FL)
- …**Desired Skills:** | Financial Services and/or tax related experience | Money Movement & Reconciliation experience **Skills:** + Active Listening + Customer ... for multiple tax related functions to support Internal Revenue Service (IRS) and State regulatory required tax reporting and...to Detail + Critical Thinking + Decision Making + Account Management + Continuous Improvement + Problem Solving +… more