- Bank OZK (St. Petersburg, FL)
- …Own key Association Services' client relationships to develop, maintain and grow with Bank OZK. + Provide account maintenance and servicing where necessary ... regulatory, credit, and reputational risk. + Open new accounts on the Bank 's account platform system (BPM). + Handle other administrative tasks as needed. +… more
- Bank OZK (St. Petersburg, FL)
- …the Bank . Essential Job Functions + Opens new accounts on the Bank 's account platform system (BPM). + Facilitates timely and complete acquisition, ... verification, and record retention of all new and revised account documentation. + Performs necessary CIP (Customer Identification Program) and CDD (Customer Due… more
- Bank of America (Fort Lauderdale, FL)
- …Description:** Primary responsibility for providing advice, guidance and training to Private Bank account teams and centralized units on technical fiduciary ... 18 years of age.** Acknowledge (https://ghr.wd1.myworkdayjobs.com/Lateral-US/job/Kansas-City/Regional-Fiduciary-Officer\_25029784-2) **Job Description:** At Bank of America, we are guided by a common… more
- Zelis (St. Petersburg, FL)
- …and Account Servicing for Zelis clients, addressing issues related to account takeover, business identification, bank account validation, and more. ... shape who you are. Position Overview The Supervisor, of Account Services will report to the Senior Director of...We are seeking a hands-on detail-oriented Supervisor of Account Services to lead a team focused on safeguarding… more
- Fifth Third Bank, NA (Jacksonville, FL)
- …or prospect. Ensure that customer relationships are managed to maximize the opportunity for the bank , while taking into account Bank risk and customer needs. ... step? Discover a career in banking at Fifth Third Bank . GENERAL FUNCTION: Responsible for profitable business development as...$20 million). Ability to lead and coordinate with One Bank Partners to create and implement a relationship strategy… more
- Lincoln Financial (Jacksonville, FL)
- …not ask applicants to provide their social security numbers, date of birth, bank account information or other sensitive information in job applications. ... a Glance** We are excited to bring on an ** Account Executive** to join our Group Protection Sales Distribution...Workplace Solutions in Jacksonville, Florida. _Background Details_ As an Account Executive for Group Benefits Sales, you will be… more
- Bank of America (Jacksonville, FL)
- …law, and client service standards + Acts as a tax technical resource for Private Bank client teams **Skills** **:** + Account Management + Attention to Detail + ... 18 years of age.** Acknowledge (https://ghr.wd1.myworkdayjobs.com/Lateral-US/job/Chicago/Tax-Accountant-II\_25032581) **Job Description:** At Bank of America, we are guided by a common… more
- UMB Bank (Tallahassee, FL)
- …business partners, internal and external + Maintain knowledge, understanding, and follow all bank policies and procedures + Account or file reconciliation + ... business unit, + Process daily work associated with your department including account or file reconciling, prep work for processing, posting adjustment entries,… more
- Citigroup (Tampa, FL)
- …relationships by investigating and analyzing breaks highlighted as part of the Balance Validation, Bank Account and Ledger Account processes. As part of this ... and any associated gaps as it pertains to ledger mapping, bank account mapping, recon validation, balance validation, data quality between the respective… more
- Paychex (Sarasota, FL)
- …by agreed upon dates set by Sales management to assist with forecasting. + Works with bank partners to identify business account holders who would be a good fit ... for Paychex's services and calls on those account holders with bank partners. + Partner with other sales divisions on "team selling" approach for any referrals… more