- Bank of America (St. Augustine, FL)
- …point of contact for financial center clients, helping to uncover personal banking needs of both individual and small business clients, offering appropriate ... and connecting clients to specialists. Key responsibilities include deepening client relationships through platform services, supporting clients with self-service or… more
- Capital One (Miami, FL)
- …existing relationships with clients. They focus on building and maintaining strong client relationships with businesses in the $2mm-$20mm space within their assigned ... follow-up concerning newly implemented treasury management services to ensure the client is satisfied and/or carefully understands the mechanics of the service… more
- Bank of America (Jacksonville, FL)
- …Each day, we connect with 67 million clients through a growing specialist workforce and our world-class digital platform. With each relationship and connection, ... our clients achieve their financial goals; solutions include investment, banking , and lending. FSAs set clear expectations to create...be an advisor - from acquiring, building and managing client relationships to considering a client 's complex… more
- Truist (Jupiter, FL)
- …and ultra-high net worth wealth clients. Responsible for developing and deepening client relationships through needs-based, high-level client service and through ... may change from time to time. * Meet revenue growth, profitability and client retention goals by acquiring new clients through business development and expanding… more
- Truist (St. Augustine, FL)
- …referring the client to the appropriate branch team members or specialist . 4. Understand the importance of Integrated Relationship Management (IRM) to ensure we ... the following job description:** Provide timely and efficient completion of client transactions while maintaining accurate records and thorough proper handling of… more
- Truist (Tampa, FL)
- …or referring the client to the appropriate branch team members or specialist . 4. Participates fully in all components of the established Truist Retail Community ... Area Leader and/or Branch Leader Provide timely and efficient completion of client transactions while maintaining accurate records and thorough proper handling of… more
- Educational Testing Service (Tallahassee, FL)
- …to power human progress worldwide. **Position Summary** The Assessment Process Specialist III manages technological aspects of Test Development and Production ... with guidance from a senior manager. The Assessment Process Specialist III may serve as a corporate and/or division...and subsequent change orders for programs using ETS Item Banking and Scoring systems + Develop and oversee the… more
- Deloitte (Miami, FL)
- Our Deloitte Regulatory, Risk & Forensic team helps client leaders translate multifaceted risk and an evolving regulatory environment into defensible actions that ... accelerate their path to value creation. Work You'll Do As a Project Delivery Specialist on the project, you will work independently to solve complex problems and… more
- Truist (Orlando, FL)
- …(CTR), Suspicious Activity Report (SAR), CTR exemption processing, high risk client identification and monitoring, (eg PEPs, MSBs, NGOs), investigating and analyzing ... with line of business (LOB) contacts and subsidiaries to better understand total client relationship as it may be related to identify potentially reportable BSA/AML… 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; ... and/or geographic areas. Presents a variety of product solutions to client needs. Provides responsive, quality service. Approves transactions within delegated… more