- FirstBank PR (Miami, FL)
- …commercial and corporate clients. Essential Responsibilities: + Works closely with relationship officers in attaining service charge and deposit goals ... + Negotiates pricing to optimize profitability of product or service solutions + Contributes to the Bank 's...revenue from the sale of treasury management products and services + Attains established individual, department, and Bank… more
- BMO Financial Group (FL)
- …+ Prepare dashboards and reports that track client activity, portfolio diversity, and relationship manager performance. + Partner with analytics and credit teams ... partner with internal lines of business to qualify CD services for the bank 's CRA exam. The...Services procedures + Other tasks as assigned by manager Direct Examination Support + Coordinate and develop examination… more
- BMO Financial Group (West Palm Beach, FL)
- …development, sales and service delivered by private wealth advisors and relationship managers. Services relationships in the assigned portfolio to ensure an ... clients on behalf of the private wealth advisor / relationship manager . + Develops an understanding of...build capability and drive business growth. + Meets high-quality service standards to maximize relationship retention and… more
- Wells Fargo (Miami, FL)
- …colleagues, internal partners, and stakeholders, including customers + Act as the primary relationship manager for a portfolio of small business customers with ... limited to merchant services and ADP payroll services . + Service business customers with their...$500k and $2MM in an assigned territory using customer relationship management tools and systems and coordinate efforts with… more
- BMO Financial Group (Tampa, FL)
- …client relationships to ensure long-term financial performance in collaboration with Relationship Manager and business partners. + Structures and supports ... portfolio of clients. Makes credit decisions and recommendations in compliance with bank policies and procedures while maintaining an exceptional client service … more
- MUFG (Tampa, FL)
- …Operating procedures are properly executed in accordance along with Standard Service Level Agreement. + Enforcement of all operational procedures and controls. ... be reviewed and escalated as appropriate + Quality Control and Customer Service : Provide technical support and guidance to staff members, Account Officers, Middle… more
- FirstBank PR (Miami, FL)
- …committee members will likely focus on, sufficiently address those topics with the Relationship Manager and include in the credit documents, and be prepared ... members. Strive to achieve an outstanding level of customer service in accordance to Bank 's standards and...level of customer service in accordance to Bank 's standards and competencies. Essential Functions: + Responsible for… more
- BMO Financial Group (Tampa, FL)
- Delivers exceptional service to BMO customers and prospects. Identifies customer needs and provides advice and guidance regarding financial solutions that are in the ... to identify referral opportunities that further grow the customer's relationship with BMO beyond personal banking. + Welcomes and...goal of making it easy, simple, and fast to bank with BMO. + As a lobby leader, assists… more
- PNC (West Melbourne, FL)
- …you may be based in Merritt Island, FL. Financial Advisors are based within a bank branch and work within a highly collaborative circuit of branches and manage an ... of business. Owns the client experience, efficiently handling sales and service , identifying sales and/or executing opportunities and making referrals to internal… more
- WestCare Foundation (Doral, FL)
- …the 16 1/2 year-old staffing and Youth Transitional Plan to the Case Manager for Court submission. + Prepare documentation to demonstrate efforts made in providing ... interest rates, budgeting, insurance, consumer rights, fraud, opening a bank account, and obtaining consumer help. + Support youth...at least three (3) years of experience in human services or child welfare programs. Experience and Competencies: +… more