- Santander US (Miami, FL)
- …**The Difference You Make:** The Client Service Associate (CSA) is a sales support role within the Business Administration Department of Santander Investments, LLC. ... promotes and supports the Financial Advisor (FA) and the Bank 's clients with the administrative and service functions of...to their FA partners. A CSA candidate should have sales experience since they are frequently tasked with working… more
- Scotiabank (Tampa, FL)
- …market- and segment- specific opportunities, potential new products/product enhancements, sales strategies, and market positioning options, with guidance from local ... market share and support the development and improvement of product marketing and sales collateral. + Lead all aspects of Deposit Product Management in conjunction… more
- HSBC (Miami, FL)
- …Worth / Ultra High Net Worth Insurance Specialist/Producer will be accountable for sales revenue within assigned client segments. Develops new business and is an ... active producer. Builds relationships with various areas of the Bank as well as external referral sources. Conducts ongoing training for Bank segment employees… more
- Banco Popular Puerto Rico (North Miami Beach, FL)
- …and ATM settlements as required + Be responsible to act in accordance of all bank policies and regulation to ensure the branch passes assessment and audits Sales ... for their situation + Support marketing campaigns and product launches, modifying sales techniques and leveraging marketing tools and branch technology to achieve… more
- Lithia & Driveway (Tampa, FL)
- …get the best financing available for our customers. + Submit deals to bank electronically using appropriate dealer system. + Enter transactions accurately into ADP ... and bank approval systems. + Process all transaction paperwork and...for contract funding. + Participate in store meetings including Sales Receivables, Save-a-Deal and Store Manager meetings. + Interact… more
- Citigroup (West Palm Beach, FL)
- …corporate and investment banking, securities brokerage, and wealth management. Citi Bank Retail Mortgage provides home lending services via our Citibank branches ... partners, operations, community business development officers. This role drives mortgage sales and client relationships through engagement with clients, real estate… more
- Finexio (Orlando, FL)
- …raised over $65m in investment and is backed by investors JP Morgan, Discover, NBH Bank , Mendon Venture Partners, and Valley Bank . These investors believe in the ... are seeking a highly motivated and results-driven BDR to join our dynamic sales team, focusing on generating qualified leads and building pipeline within the… more
- Banco Popular Puerto Rico (Miami Lakes, FL)
- …accounts that meet established lending requirements and provides maximum profitability to the Bank at minimum risk. In this position, you will: + Develops and ... consistent calling efforts in order to build new commercial relationships for the Bank taking a holistic approach to a client relationship, focusing on both lending… more
- Truist (Altamonte Springs, FL)
- …States of America) **Please review the following job description:** Responsible for the sales and marketing of Truist Mortgage Loan products within bank policies ... as well as consistent, effective referrals of mortgage clients for other bank services, including the qualifying package of services, and insurance products.… more
- MyFlorida (Tallahassee, FL)
- …allocation process for the Treasury Investment Pool: + Reconcile the monthly holdings, maturities/ sales , and earnings to the Custodial bank records for the ... Investments Reconciliation Team in maintaining all current investment activity for sales , purchases, maturities, and other transactions of investment securities in… more