- American Express (Tallahassee, FL)
- …Express. The Merchant accounts must be prioritized and organized both for business expansion and customer satisfaction. The portfolio represents a significant ... is a critical priority for the Global Merchant Services business , and American Express, and this role offers a...Merchant Services - US is responsible for overseeing a portfolio that contains approximately 20 Merchants in the Technology… more
- PNC (Tampa, FL)
- …Credit Risk Management, Data Analytics, Decision Making, Financial Operations, Portfolio Risk, Risk Appetite **Competencies** Analytical Thinking, Business ... completion of a review engagement, including managing Reviewers, performing credit portfolio analysis, summarizing the results stemming from the review of credit… more
- Truist (Orlando, FL)
- …special needs trusts, investment management, custodial and guardianship accounts. Manages a portfolio of varying accounts in levels of complexity and asset size. ... segmentation. 2. Partners with client teams to help drive fiduciary new business identification and onboarding. 3. Meets or exceeds client service standards, aligned… more
- Bank of America (Doral, FL)
- …role. + Build your network. Starting at a financial center, you'll interact with banking customers, small business owners and higher net worth clients alike. ... you will help to deliver Bank of America's core banking , investment solutions and approach to client care. We...you've learned by growing and deepening relationships within a portfolio of clients. As a successful Financial Solutions Advisor… more
- Bank of America (West Palm Beach, FL)
- …role. * Build your network. Starting at a financial center, you'll interact with banking customers, small business owners and higher net worth clients alike. ... you will help to deliver Bank of America's core banking , investment solutions and approach to client care. We...you've learned by growing and deepening relationships within a portfolio of clients. As a successful Financial Solutions Advisor… more
- Bank of America (Miami, FL)
- …revenue streams along with increasing product penetration across an assigned portfolio and partnering closely with client-facing teammates to consult on sales ... treasury solutions to sophisticated set of clients in the banking sector located in the US market + Develop...US + Actively engage with clients to understand their business objectives and provide strategic advice to enhance their… more
- Citigroup (Tampa, FL)
- …origination, pipeline development, customer revenue growth and retention for the defined portfolio of business + Provide product and sector expertise, ... The Solution Sales Senior Manager is responsible for managing all aspects of a client's book of business with Treasury & Trade Solutions. The primary focus for… more
- MUFG (Tampa, FL)
- …the technology backbone, Restructuring the team for efficiency and Rebalancing our portfolio . The API First effort will deliver a world-class API Platform for ... commercial and transaction banking to enable the bank's competitive market position. This...wide array of technical challenges that greatly impact our business . This team works closely across the Cloud Transformation… more
- Bank of America (Orlando, FL)
- …are equipped with access to the investment insights of Merrill coupled with the banking convenience of Bank of America. Merrill is committed to an in-office culture ... self to work. We value diversity in our thoughts, business , and within our employees and clients. Our Wealth...you will help to deliver Bank of America's core banking , investment solutions and approach to client care. We… more
- HCA Healthcare (Aventura, FL)
- …Discounts + Retirement readiness, rollover assistance services and preferred banking partnerships + Education assistance (tuition, student loan, certification ... and facility stakeholders. + Support the DT&I innovation location operations portfolio by assessing and evaluating activities in line with facilities' capability… more
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