- Citigroup (Miami, FL)
- The Personal Banker SAFE Act is an entry level position responsible for the assistance in the execution of sales , products or service activities in coordination ... with customers to build loyalty and to help increase sales to individual consumer clients. **Responsibilities:** + Work with...to grow the small business client and implement appropriate sales plans to target Book of Business customers +… more
- JPMorgan Chase (Riverview, FL)
- …of your career development through a variety of cross-training opportunities. As a Relationship Banker in Branch Banking , you will take a lead role in delivering an ... and skills** + 1+ year of experience in Retail banking sales , Financial services sales , Consultative relationship sales role in a related industry,… more
- Wells Fargo (Miami, FL)
- …you. **About this role:** Wells Fargo is seeking a Senior Wealth Management Banker (SAFE) on the Professional Services team. This role requires a deep understanding ... registration + Experience working with UHNW clients + Excellent sales and relationship management skills + Strong knowledge of...knowledge of credit and cash management services + Excellent sales advisory and discovery skills + Knowledge of wealth… more
- Truist (Clearwater, FL)
- …consumer and small business clients 6. Demonstrated ability in meeting or exceeding sales goals 7. General understanding of bank operations, policies and ... proficiency with routine client maintenance requests, problem resolution and advanced sales functions regarding deposit, credit, convenience and other product and… more
- BMO Financial Group (Sarasota, FL)
- …and preferred banking channels while recommending tailored solutions addressing both sales and service needs (eg everyday banking, retail investments, lending ... risk management framework to the portfolio to protect the Bank 's assets and maintain the quality of the lending...applications. + Experience in a consultative customer service or sales role, with a drive to deliver a personal… more
- Truist (Gainesville, FL)
- …service, identifying and understanding the client's financial needs. Cross-trained to support sales and service activities, with a particular focus on assisting with ... to make banking easier and enhance their service experience. 3. Support team sales process by participating in client outreach through outbound calls, checking for… 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
- BMO Financial Group (Marco Island, FL)
- …and self-serve options with the goal of making it easy, simple, and fast to bank with BMO. + As a lobby leader, assists in conducting client conversations about ... and regulatory requirements for the jurisdiction. + Protects the Bank 's assets in compliance with all regulatory, legal, and...+ Some experience in a consultative customer service or sales roles, with a drive to deliver a personal… more
- Truist (Tampa, FL)
- …long-term profitable commercial relationships for clients with $5MM to $75MM in annual sales . Offer a full range of loan, deposit, and fee-based services to existing ... may change from time to time. Leverage the Truist Sales Process, Financial Insights, and the Industry & Advisory... activity, pipeline, and other pertinent information using the Bank 's client relationship management (CRM) system. Execute on all… more
- Truist (Orlando, FL)
- …to existing and prospective middle market clients with $75MM to $500MM in annual sales . Leverage the CCB Industry & Advisory teams as appropriate to create the ... Specific activities may change from time to time. 1. Leverage the Truist Sales Process, Financial Insights, Industry & Advisory team, and the Leadership Institute to… more