- M&T Bank (North Palm Beach, FL)
- …articulate current and relevant market information + Maintain a knowledge of various bank resources to assist in the facilitation of client services delivery and ... Wealth and Investment advisors as required + Participate in sales effort, continuing to partner with team to develop...an environment that supports belonging and reflects the M&T Bank brand. + Maintain M&T internal control standards, including… more
- City National Bank (Tallahassee, FL)
- …the network of Independent Financial Advisors, CPA's & attorneys referring clients to Royal Bank of Canada (RBC) Rochdale and to communicate and meet high net worth ... abreast of firm and industry developments. * Ensure that the transition from the sales process to portfolio management is smooth and accurate. * Facilitate the new… more
- Regions Bank (Port Charlotte, FL)
- …Managers are expected to drive branch performance results through strong individual sales performance in addition to ensuring the team meets and exceeds branch ... sales , quality, and service goals while maintaining an operationally...achieve and maintain financial wellness in addition to emerging bank technology and digital solutions such as mobile, online… more
- PNC (Coral Gables, FL)
- …to contribute to the company's success. As a Banking Advisor Sr. within PNC's Private Bank organization, you will be based in Coral Gables, FL. In this role you will ... book of business to ensure client satisfaction, client retention and expansion of sales revenue. PNC Employees take pride in our reputation and to continue building… more
- Fifth Third Bank, NA (Orlando, FL)
- …ready to take the next step? Discover a career in banking at Fifth Third Bank . GENERAL FUNCTION: Performs a wide range of duties relating to the origination of ... referrals. Meets standards and objectives defined by management for mortgage loan sales and cross-selling objectives. Focuses on selling CRA products and services,… more
- First Horizon Bank (Miami Lakes, FL)
- …client value proposition and competitive position in marketplace. + Document Bank implementation, maintenance and revenue tracking mechanism of product and update ... revenue cycle. + Serve as a technical Treasury Management sales resource and participate in key sales ...Headquartered in Memphis, TN, the banking subsidiary First Horizon Bank operates in 12 states across the southern US… more
- Trustco Bank (Sarasota, FL)
- …financial data to determine borrower financing objectives and goals. + Present appropriate Bank products and programs and explain guidelines. + Advise of pricing and ... + High School Diploma or equivalent education or experience. + Sales experience within a residential lending environment. + Effective verbal and… more
- First Horizon Bank (Miami, FL)
- …Works with product team to research, identify, and implement appropriate products sales strategies to identify opportunities for meeting goals. * Coordinates the ... product-related service and quality issues as identified by the bank or its and customers. * Collaborates with other... or its and customers. * Collaborates with other bank teams such as Marketing, Training, Operations, Information Technology,… more
- PNC (Sarasota, FL)
- …to contribute to the company's success. As a Sr. Wealth Strategist within PNC's Private Bank organization, you will be based in Sarasota or Tampa, FL. This role will ... providing advice and implementation. + Identifies solutions and PNC services as sales opportunities to enhance existing client relationships. + Develops new client… more
- JPMorgan Chase (Miami, FL)
- …and collaborate with senior stakeholders across the US and International Private Bank . This role offers impactful work, a collaborative environment, and growth ... or a related field, with a strong understanding of business development, sales management, and business planning. + Proven experience managing and steering complex… more