- Coinbase (Tallahassee, FL)
- …alignment. Attendance is expected and fully supported. This role is for the Senior Manager , Head of KYC as part of the Financial Crimes Compliance Services (FCCS) ... associates, and cross functional teams on matters related to client risk * Work closely with AML and KYC...to KYC regulatory inquiries * Work with sales, coverage, account managers, customer experience operations, product and engineering teams… more
- Coinbase (Tallahassee, FL)
- …and fully supported. We are seeking a talented and motivated Senior Product Manager to join Coinbase's Security Platform Engineering and drive Coinbase to achieve ... in crypto custody and security: secrets management, risk management, insider threat, account take over, regulatory compliance, and more. You will work closely with… more
- Raymond James Financial, Inc. (St. Petersburg, FL)
- …outside of the department, including associates in the firm's account management, product management, corporate communications, practice management, data/insights, ... strategies within the organization on interdepartmental, corporate, business-to-business, and/or client levels. + Industry trends with the ability to determine… more
- Deloitte (Tampa, FL)
- …and quality-related counsel and guidance to the Deloitte teams that support client engagements. QRM accomplishes its mission by helping identify, mitigate, and ... complex legal documents + Excellent analytical and presentation skills + Good relationship management skills + Strong verbal and written English communication skills… more
- Leonardo DRS, Inc. (Fort Walton Beach, FL)
- …and selects individuals most qualified for specific projects + Contribute to the client relationship + Support, communicate, reinforce and defend the mission, ... dental, and vision coverage, a company contribution to a health savings account , telemedicine, life and disability insurance, legal insurance, and a 401(k) savings… more
- Citigroup (Miami, FL)
- …approval on account openings. Independently review all docs and link all client accounts to the appropriate relationship . + Proactively follow up with ... client 's needs + Open, link, and close accounts. Coordinate with Relationship Officer/Private Banker to obtain approval on account openings, independently… more
- Bank of America (St. Augustine, FL)
- …lieu of one year of sales experience, has previously held the role of Relationship Manager (RM), Advisor Development Program (ADP) RM, Credit Solutions Advisor ... account maintenance, and Digital Assisted Shopping + Manages client interactions by taking the best course of action...(CSA I) or Relationship Manager Business Owner Specialist (RMBOS) at… more
- BMO Financial Group (Winter Park, FL)
- …A. Business Delivery and Operational Effectiveness 70% B. Managerial Leadership 10% C. Client and Relationship Management 10% D. Risk Management and Control 10% ... and conferences to increase visibility of BMO's Asset Based Lending expertise. **C. Client and Relationship Management** + Ensures delivery of exemplary … more
- Fiserv (Tallahassee, FL)
- … client contact is usually at mid-management level. Collaborates and Partners with Account Executive & Relationship Manager for account planning. ... the largest US banks. You will partner with the Account Team ( Account Executives & Relationship...needs. In addition, the position is responsible for supporting client relationships and driving resolution to internal and external… more
- PNC (Hollywood, FL)
- …certifications/licensures needed to be successful in this position. **Preferred Skills** Client Prospecting, Client Relationship Building, Credit Risk ... and retains an investment and insurance book of business. Owns the client experience, efficiently handling sales and service, identifying sales and/or executing… more