- Wells Fargo (Pembroke Pines, FL)
- …objectives while staying compliant with policies and procedures + Act as a trusted advisor by offering a full range of products and services including business ... accounts , credit, treasury services, and digital tools + Actively...to drive high-quality referrals and grow the small business customer base; collaborate with all internal banking channels to… more
- Oracle (Tallahassee, FL)
- …In this role, you will be a Support Program Manager for strategic, top-revenue Customer accounts , and will attend one-on-one meetings with representatives of the ... strategic accounts . You will be responsible for managing internal projects,...utilization of their Food & Beverage Solutions. **Put the Customer First as their Trusted Advisor ** :… more
- PNC (Aventura, FL)
- …and have an opportunity to contribute to the company's success. As a Financial Advisor within PNC Wealth Management, you may be based in Aventura, FL. Bilingual ... and to continue building upon that we expect our employees to be: + ** Customer Focused** - Knowledgeable of the values and practices that align customer … more
- PNC (Coral Gables, FL)
- …and have an opportunity to contribute to the company's success. As a Banking Advisor Sr. within PNC's Private Bank organization, you will be based in Coral Gables, ... within this area, with a need to also be bilingual in the Spanish language. PNC will not provide...upon that we expect our employees to be: + ** Customer Focused** - Knowledgeable of the values and practices… more
- ITW (Tallahassee, FL)
- …as whole house integration with national accounts . + Serves as the customer advocate and trusted business advisor in the organization. Handles customer ... families, and their futures. Alpine is seeking a Key Account Manager to support our national accounts ,...software support, and engineering service, in order to meet account performance objectives and customer 's expectations. +… more
- Raymond James Financial, Inc. (Coral Gables, FL)
- …and performance tracking. + Servicing of alternative investments and foreign accounts , including setup and maintenance. + May participate in live meetings ... with the Financial Advisor and their respective client(s). + Manages budgeting and...team's performance. + Onboards new clients, opens new client accounts and researches client and security information using internal… more
- HUB International (Fort Lauderdale, FL)
- …offerings + Medical/dental/vision insurance and voluntary insurance options + Health Savings Account funding + 401k matching program + Company paid Life and ... directly with clients or in coordination with a Retirement Advisor . This role must understand all aspects of plan...This role must understand all aspects of plan design, customer service, external reporting and internal procedures in order… more
- PNC (Fort Lauderdale, FL)
- …PNC's Business Banking organization, you will be based in Fort Lauderdale/Florida. Bilingual Spanish preferred. PNC Business Bankers provide cash flow solutions to ... from $1 million to $5 million. As a trusted advisor within a fast-paced, dynamic environment you will leverage...upon that we expect our employees to be: + ** Customer Focused** - Knowledgeable of the values and practices… more
- Bank of America (Miami, FL)
- …Requirement:** High School Diploma / GED / Secondary School or equivalent **Skills:** + Account Management + Client Management + Customer and Client Focus + ... and completeness in client materials and follows up on all client and Financial Advisor (FA) requests + Assists with ensuring practices are in alignment with the… more