- Citigroup (Key Biscayne, FL)
- …the execution of sales, products or service activities in coordination with the customer service team. The overall objective of this role is to foster ... referrals + Recognize transaction needs of clients, educate clients on all service and digital channels and leverage technology/ marketing tools available to uncover… more
- Bank of America (North Port, FL)
- …plan with brokerage products, including stocks, bonds, mutual funds, annuities, and banking and money managed solutions * Recommends banking and investments ... Triages client requests and makes referrals to appropriate internal service providers based on client needs and asset thresholds...Advisory * Account Management * Client Experience Branding * Customer and Client Focus * Oral Communications * Issue… more
- Regions Bank (Tampa, FL)
- …Act regulations + Strong knowledge of financial services products + Excellent customer service skills + Excellent written and oral communication skills ... groups and community organizations that promote CRA-qualified lending, investment and service activities. In addition to reviewing assessment area CRA performance,… more
- Finexio (Orlando, FL)
- …doing + Drives the success of Finexio's customers including program management, customer service /support, training + Develop strong knowledge of the ... preferred. + 2 to 4 years' experience in technology related business, customer contact experience preferred. + Knowledge of banking and payment-related… more
- Fifth Third Bank, NA (Gainesville, FL)
- Make banking a Fifth Third better(R) We connect great people to great opportunities. Are you ready to take the next step? Discover a career in banking at Fifth ... on-boarding and education program. This includes rotations in Operations, Sales & Service , Lending, Small Business, Preferred and Sales & Operations Management. The… more
- Citigroup (Tampa, FL)
- About Citi: Citi, the leading global bank, has approximately 200 million customer accounts and does business in more than 160 countries and jurisdictions. Citi ... with a broad range of financial products and services, including consumer banking and credit, corporate and investment banking , securities brokerage, transaction… more
- Citigroup (Tampa, FL)
- …**About Citi:** Citi, the leading global bank, has approximately 200 million customer accounts and does business in more than 160 countries and jurisdictions. ... with a broad range of financial products and services, including consumer banking and credit, corporate and investment banking , securities brokerage, transaction… more
- Citigroup (West Palm Beach, FL)
- …provide a positive first impression through friendly and efficient customer service + Perform efficient and accurate banking transactions including, managing ... delivery of client-facing services and processing transactions, in coordination with the Customer Service function. The overall objective is to provide high… more
- Raymond James Financial, Inc. (St. Petersburg, FL)
- …creatively, and react well to deadline pressure. + Provide a high level of customer service and commitment to a supportive and collaborative environment. + Work ... offerings (strategy and allocation; institutional fiduciary services; private client banking ; and private placement insurance offerings). + Comprehensive understanding… more
- EverBank (Jacksonville, FL)
- …control structures to determine the adequacy of internal controls, operating efficiency and customer service . + Performs tests of records and accounts and ... and services to consumer and commercial clients nationwide. As a pioneer in online banking , we offer convenient digital access for clients 24/7, in addition to phone… more