- Citigroup (Boca Raton, FL)
- …relationships with new clients with the goal of bringing in new bank and brokerage assets. + Deepen relationships with existing clients in PWM and Retail bank ... to register as a mortgage loan originator with the Nationwide Mortgage Licensing System and Registry ("Registry") and obtain a unique identifier from the Registry… more
- First Horizon Bank (Starke, FL)
- …ensures that project records are accurately maintained within the Clarity PPM system , that project details remain current, and that TM leadership is advised ... private banking, consumer, small business, wealth and trust management, retail brokerage , capital markets, fixed income, and mortgage banking services. First Horizon… more
- First Horizon Bank (Miami, FL)
- …for assigned audits + Objective opinion on the adequacy and effectiveness of the system of control + Efficiency of performance of the activities being reviewed + ... private banking, consumer, small business, wealth and trust management, retail brokerage , capital markets, fixed income, and mortgage banking services. First Horizon… more
- Acosta Group (Tampa, FL)
- …the lowest possible cost while maximizing company revenue through brokerage , commissions, bonuses, and contest earnings. + **Strategic Communication:** Communicate ... Ensure all client procedures and policies are followed, achieve client proprietary system expertise to manage promotional plans and fund balances, and monitor and… more
- HUB International (Tallahassee, FL)
- …+ Schedule all Open Enrollment Meetings and Webinars. + Update Online Enrollment system for Open Enrollment. + Train employers on how to use online portal. ... all information and meeting notations on accounts accurate and up to date in Brokerage Builder. + Communicate to our clients "Our Value Added Service". + Other… more
- OEC Group (Miami, FL)
- …ocean and air freight, rail, trucking, warehousing and distribution, customs brokerage , cargo insurance and more. About the Position Duties and responsibilities ... marketing to build credibility as a logistics expert/consultant. + Use CRM system daily for data entry. + Establish and maintain rapport with targeted… more
- Citigroup (Tampa, FL)
- …including consumer banking and credit, corporate and investment banking, securities brokerage , transaction services, and wealth management. As a bank with a ... it's a meaningful undertaking to move away from siloed and complex processes, legacy systems , and activity-based metrics that have held us back in the past. Position… more
- Citigroup (Tampa, FL)
- …including consumer banking and credit, corporate and investment banking, securities brokerage , transaction services, and wealth management. As a bank with a ... it's a meaningful undertaking to move away from siloed and complex processes, legacy systems , and activity-based metrics that have held us back in the past. Position… more
- USG Insurance Services, Inc. (Tampa, FL)
- …Canonsburg, PA, expertly oversee and manage both our proprietary and third-party systems , ensuring our sales operations stay at the forefront of technological ... & process checks, wire transfers and ACH payments. + Sort and identify brokerage invoices to pay and resolve invoice discrepancies. + Identify and collect carrier… more
- Truist (Miami, FL)
- …work-related experience 2. Five years of marketing experience in a brokerage firm with significant supervisory responsibility 3. Demonstrated ability to effectively ... knowledge of holistic banking/investment platforms, products, services, operations, and systems **General Description of Available Benefits for Eligible Employees of… more