- Truist (Fort Myers, FL)
- …management skills 7. Excellent oral and written communication skills 8. Exemplary customer service and professional etiquette skills 9. Ability to travel, ... in the role as a Fiduciary Support Specialist, trust experience, investment, banking or financial planning-related client service experience, or equivalent… more
- Raymond James Financial, Inc. (Coral Gables, FL)
- …industry rules and regulations, and financial planning. + Provide a high level of customer service . + Organize, manage, and track multiple detailed tasks and ... managed underwritings. + Participates in community affairs as a representative of the firm. + May service ...Economic and accounting principles and practices, the financial markets, banking , and analysis and reporting of financial data. +… more
- City National Bank (Tallahassee, FL)
- …and referrals from existing customers, providing the CNB exemplary level of service , identifying and promoting solutions to customer needs, and maintaining ... of product solutions to client needs. Provides responsive, quality service . Approves transactions within delegated authority. Manages overall relationship… more
- Truist (Tampa, FL)
- …management skills 7. Excellent oral and written communication skills 8. Exemplary customer service and professional etiquette skills 9. Ability to travel, ... in the role as an Estate Support Specialist, trust experience, investment, banking or financial planning-related client service experience, or equivalent outside… more
- Ryder System (Tallahassee, FL)
- …a flexible schedule for month-end close- (1st, 2nd and 3rd workday) + Demonstrates customer service skills + Ability to prioritize, structure and schedule tasks ... road test; and/or badging or background requirements of the customer to which you are assigned. Security Notice for...will never ask for any form of payment or banking details and will never solicit personal information outside… more
- Truist (Orlando, FL)
- …Solid organizational, verbal and written communication skills 4. Good interpersonal, and customer service skills 5. Demonstrated proficiency in basic computer ... marketing efforts by assisting MLOs with referral management in the Customer Relationship Management (CRM), special functions planning and possible attendance,… more
- Truist (Orlando, FL)
- …Performs daily review of funding files to identify fraud, misrepresentation, or customer service issues while escalating urgent issues to management's attention. ... email appropriately 5. Ability to provide clients and teammates with excellent service **Preferred Qualifications:** 1. Banking Fraud Operations Experience 2.… more
- HCA Healthcare (Plantation, FL)
- …Plan with a 100% match on 3% to 9% of pay (based on years of service ) + Employee Stock Purchase Plan with 10% off HCA Healthcare stock + Family support through ... Discounts + Retirement readiness, rollover assistance services and preferred banking partnerships + Education assistance (tuition, student loan, certification… more
- US Bank (Naples, FL)
- …- Excellent verbal, written and interpersonal communication skills - Proven customer service and problem resolution skills - Proficient computer ... One. **Job Description** Private Wealth Management (PWM) Universal Assistant is a service and support representative functioning as the primary, daily contact… more
- Ryder System (Coral Gables, FL)
- …ability to prioritize and complete tasks within defined SLAs + Understanding of service design, delivery concepts and control frameworks + Strong verbal and written ... road test; and/or badging or background requirements of the customer to which you are assigned. Security Notice for...will never ask for any form of payment or banking details and will never solicit personal information outside… more