- Bank of America (Boca Raton, FL)
- …**Position Overview:** The **Registered Wealth Management Client Associate** role is a sales support position, typically providing dedicated operational and ... to the investment insights of Merrill coupled with the banking convenience of Bank of America. At Merrill, we...sales support to multiple Financial Advisors (FAs). Incumbents may also… more
- UMB Bank (Tallahassee, FL)
- …services industry experience, with a minimum of 3 years of experience in a sales role required + Commercial Banking and Retirement Plan Services experience ... CLIENT ADVISOR-DALLAS-FT. WORTH METROPLEX** The Retirement Client Advisor generates new business opportunities and manages a customer portfolio defined in the … more
- PNC (Fort Lauderdale, FL)
- …plans for clients. Grows and retains an investment and insurance book of business . Owns the client experience, efficiently handling sales and service, ... achieve their savings, investment, and retirement goals. As part of your support team, our Wealth Strategists collaborate with you to develop customized financial… more
- Bank of America (Miami, FL)
- …the betterment of the client * Ability to influence; proactively asks for and closes business * Solutions oriented; sales and financial aptitude a must * Must be ... and building upon an internal and external network to achieve business development goals. Key responsibilities include leading the Client Management Process… more
- NTT America, Inc. (Tallahassee, FL)
- …**About NTT DATA** NTT DATA is a trusted global innovator of IT and business services. We partner with clients to navigate and simplify the modern complexities of ... business and technology, delivering insights, solutions, and outcomes that...+ Maintain 24/7/365 availability, including designated backup coverage, to support contract operations. **Basic Qualifications** + Minimum 5 years… more
- PNC (Tampa, FL)
- …retain and/or develop new clients. Prepares loan solutions and refers other banking products and services; reviews documentation to ensure compliance. + Grows, ... retains and develops an effective sales force to cover the geography of the market....customer needs and satisfaction as primary considerations in all business decisions and able to leverage that information in… more
- American Express (Sunrise, FL)
- …As part of Team Amex, you'll experience this powerful backing with comprehensive support for your holistic well-being and many opportunities to learn new skills, ... space and continues to be an exciting and fast-growing business . To maintain this success, the organization must accelerate.... To maintain this success, the organization must accelerate sales and drive profitable charge volume growth. The Global… more
- Fifth Third Bank, NA (Fort Lauderdale, FL)
- Make banking a Fifth Third better(R) We connect great people to great opportunities. Are you ready to take the next step? Discover a career in banking at Fifth ... Meets standards and objectives defined by management for mortgage loan sales and cross-selling objectives. Assumes overall responsibility for the residential… more
- City National Bank (Tallahassee, FL)
- …all Bank products and services in order to establish a total client banking relationship. Discusses financing opportunities and general business conditions; may ... Develops and manages relationships with commercial clients in the assigned business segment and/or geographic areas. Presents a variety of product solutions… more
- Oracle (Tallahassee, FL)
- …systems (FAH, GL, Planning & Budgeting). Project Management experience in implementing Banking , Insurance, and /or Banking /Insurance Analytics solutions and work ... Ability to travel as needed. Career Level - IC4 **Responsibilities** Analyzes business needs to help ensure Oracle solution meets the customer's objectives by… more