- Truist (Tampa, FL)
- …to book management data (ie pipelined reports and referrals) 3. Support the sales and retention efforts by scheduling appointments, making follow up telephone calls, ... next-level proficiency/mastery in all operational competencies and processes including banking , credit, investments, trust, new client on-boarding/welcome program, client… more
- Truist (Miami, FL)
- …the essential functions. 1. Bachelor's Degree 2. 5-7 years or more of banking experience in portfolio-oriented roles 3. FINRA: Series 7, Series 66, Life, Health, ... of the registrations and licenses required for this position 4. Extensive knowledge of banking products and services, corporate banking & private banking … more
- Woodforest National Bank (Jacksonville, FL)
- …develop will prepare you for advancement opportunities and a robust career in banking at Woodforest. Key responsibilities include: * Achieving individual sales ... training. Minimum Qualifications/Experience: . 3 years of relevant and transferrable sales and/or customer service experience; OR an Associate's degree and 1… more
- Banco Popular Puerto Rico (Sunrise, FL)
- …organization. In this position, you will: Operations + Effectively execute teller banking transactions in accordance with Popular's policies and procedures and in ... regulation to ensure the branch passes assessment and audits Sales + Work with branch manager and supervisor to...on self-service capabilities and encourage use of digital service channels/ banking options (eg smart ATM, online and mobile … more
- Truist (Winter Park, FL)
- …a team of wealth support specialists and oversee the daily service, sales and operations support of the assigned division. Performance accountabilities and ... plan and train support teammates accordingly 7. Partner with sales leadership and advisors to assist in sales...or equivalent work-related experience 2. Five years of previous banking or other financial institution experience with an emphasis… more
- Bank of America (St. Augustine, FL)
- …point of contact for financial center clients, helping to uncover personal banking needs of both individual and small business clients, offering appropriate ... consumer and small business solutions, services, and strategies when uncovering personal banking needs and helping clients navigate their unique life priorities +… more
- Bank of America (St. Petersburg, FL)
- …are equipped with access to the investment insights of Merrill coupled with the banking convenience of Bank of America. At Merrill, we empower you to bring your ... best suited for their financial needs, such as core Banking , and Investment and Life Priority (TM) solutions +...experience working in the financial service industry and/or a sales environment where goals were met or exceeded +… more
- PNC (Fort Lauderdale, FL)
- …success. As a Branch & Business Center Assistant Manager within PNC's Retail Banking organization, you will be based from our SUNRISE & FEDERAL BUSINESS CENTER ... consumer and business households. Consistently inspects, supports and coaches the branded sales process to proactively achieve sales targets and customer… more
- Bank of America (Jacksonville, FL)
- …financial goals. Key responsibilities include balancing service requests and sales opportunities, providing subject matter expertise on financial solutions, asking ... inquiries and concerns, creating customized solutions + Sells and fulfills banking products including checking and savings accounts, credit cards, Certificate of… more
- Kyndryl (Tallahassee, FL)
- …digital modernization through Digital Workplace Services (DWS), helping Kyndryl's Banking and Financial Services clientele enhance their internal employee ... senior executives and opening doors with existing relationships to accelerate sales cycles. + Lead C-level client interactions and consulting initiatives,… more