- 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
- 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
- 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
- Truist (St. Petersburg, 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
- 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
- Lincoln Financial (Tallahassee, FL)
- …service model and expanding the Virtual Relationship Manager team to support continued sales growth and deliver exceptional client service. In this role, you will ... book of business, developing and executing strategic plans to meet sales targets and organizational goals. You will implement standardized relationship management… 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
- EverBank (Tallahassee, FL)
- …persona._** **Posting End Date: 9/8/25** **Job Seeker Notice** EverBank, NA and Sterling Bank and Trust , a division of EverBank, NA (together, the "Company") ... pursues new business opportunities to expand the client base. Collaborates with the sales team to develop strategies for acquiring new clients. + Works effectively… more
- Brink's (Tallahassee, FL)
- …working in or with financial services companies preferred, including at a retail commercial bank or in a sales role that directly covered financial institutions ... for the largest financial institutions in the US + Identify and develop sales opportunities within a portfolio of established customers at financial institutions +… more
- Navy Federal Credit Union (Pensacola, FL)
- …with members and internal/external sources. + Execute customer and broker purchase/ sales orders of securities for current/new clients. + Identify prospective ... and take remedial actions. + Monitor, track and report performance of individual sales plans and assigned strategies for leadership. + Participate in site audits of… more