- Citigroup (Miami, FL)
- …the risk involved with various investment strategies. + Establish credibility and trust with all Citi Private Bank colleagues, maintaining the highest ... that cross generations to establish long-term connections to the Citi Private Bank . + Effectively manage client expectations regarding what can and cannot be… more
- KeyBank (Naples, FL)
- **Location:** 3777 Tamiami North - Naples, Florida 34103 **Job Summary** Key Private Bank (KPB) is dedicated to serving our clients' financial needs through expert ... with internal and external partners to acquire new and deepen existing Key Bank client relationships. **Responsibilities** + Acts as the primary client advisor by… more
- FirstBank PR (Miami, FL)
- …assets and portfolio not limited to providing loan document information, monitoring sales and the closings, process and keep track of deficiency judgements', ... assigned attorney; attend meditations and/or depositions. Coordinate with First Bank Florida attorney in negotiating; Preparing and reviewing Stipulation/Forbearance… more
- BMO Financial Group (West Palm Beach, FL)
- Provides advisory-based sales and relationship management to attract, retain and grow a portfolio of prospect and client relationships and deliver an exceptional ... creative solutions for the client. + Develops and executes the business development strategy, sales targets and the sales results for the assigned region. +… more
- Truist (Fort Myers, FL)
- …and marketing new products to existing clients. Successfully participate in the sales management process, which includes, but is not limited to, the delivery ... behaviors, support of the Truist segmentation models, full use of the automated sales process and support of referral processes and guidelines. Monitor, maintain and… more
- Banco Popular Puerto Rico (Miami Lakes, FL)
- …accounts and potential customers while rendering quality service in accordance with bank goals to attain growth, profitability and customer satisfaction. In this ... new loans and payment. + Build effective relationships and trust with clients and potential clients by listening to...and uncovering their needs and educating them about the bank products and services that are most appropriate for… more
- Deloitte (Tampa, FL)
- …for our clients + Manage internal business development initiatives and sales opportunities, including the creation of external-facing industry perspectives, lead ... generation materials, or sales proposals + Produce quality work products independently and...investment banking or capital markets, investment management, wealth management, trust company, insurance provider, or related service provider +… more
- Percepta (Melbourne, FL)
- …an exceptional customer experience with a focus on building a relationship of trust and enthusiasm, while guiding the customer from website to pre-buy experience. ... customer satisfaction + Be responsible for handling inbound customer calls regarding sales and service in a helpful, courteous, and professional manner, displaying… more
- Percepta (Melbourne, FL)
- …an exceptional customer experience with a focus on building a relationship of trust and enthusiasm, while guiding the customer from website to pre-buy experience. ... customer satisfaction * Be responsible for handling inbound customer calls regarding sales and service in a helpful, courteous, and professional manner, displaying… more
- Lincoln Financial (Tallahassee, FL)
- …Financial Groups) Active Directory, Active Directory Certificate Services, and Forest-Domain- Trust management. This role will have exposure working with application ... of Active Directory Sites-&-Services + Proven experience in AD hardening, Forest-Domain- Trust Management for day-to-day operations with an eye on securing Active… more