- Truist (Miami, FL)
- … management skills with the ability to sell a wide range of products and services and very strong Client Service Skills. 7. Excellent verbal, written ... for all medical and/or legal clients. 2. Develops overall client strategy to introduce all appropriate financial ...5 years of lending or relationship management experience in financial services 2. FINRA: Maintains proper licenses… more
- H&R Block (Melbourne, FL)
- Our Company An Acquisition Bookkeeper is responsible for recording and reporting financial information related to an H&R Block client 's business activity. ... taxes, and other reports, as needed. + Perform payroll services as requested by the business client ...concerns and solutions related to the maintenance of the client 's financial records. + Participates in meetings… more
- Regions Bank (Orlando, FL)
- …finance, economics, accounting or related field + Three (3) years of financial services industry experience in commercial banking, consumer banking, trust ... to provide a broad range of wealth products and services including: financial planning, asset management, personal...mostly international clients + Demonstrate a high level of client service , resourcefulness and team collaboration _This… more
- Truist (Jacksonville, FL)
- …monies assigned. Deliver superior quality service , identifying and understanding the client 's financial needs. Cross-trained to support sales and service ... account openings and problem resolution, offering applicable products and services to clients and prospects. Handles proportionate volume of...2. Two years of teller or cash handling or client service experience 3. Six months of… more
- Truist (Tampa, FL)
- …monies assigned. Deliver superior quality service , identifying and understanding the client 's financial needs. Cross-trained to support sales and service ... contact for account maintenance, problem resolution, identifying solutions and services and referring the client to the...and consistent proficiency in teller or cash handling or client service skills 3. Good interpersonal and… more
- First Horizon Bank (Orlando, FL)
- …based on client profile and financial plan, and matching client needs with appropriate products and services . Monitors client information/products, ... + Maintain proper house-holding of relationships + Continually upload financial information and client detail into central...**About Us** First Horizon Corporation is a leading regional financial services company, dedicated to helping our… more
- Percepta (Melbourne, FL)
- … satisfaction tool(s) to resolve client concerns. Tools available include Financial Assistance, Service Component Plan, Extended Service Plan, Vehicle ... service across each market we support. As a Client Service Manager **on-site in Melbourne, FL**... is open to receiving additional information + Manage financial assistance requests within CSM Delegation of Authority (DoA)… more
- First Horizon Bank (Homestead, FL)
- …the bank's products and services . This role emphasizes deepening client relationships through excellent service , personalized advice, and proactive sales ... by Talent Acquisition **About Us** First Horizon Corporation is a leading regional financial services company, dedicated to helping our clients, communities and… more
- Bank of America (Ponte Vedra Beach, FL)
- …including managing expenses, building wealth, and managing debt + Ensures exceptional client service quality delivery by supporting the operational execution of ... legacy, and other life goals through investment advice and guidance. Merrill's Financial Advisors and Wealth Management Client Associates help clients pursue… more
- Regions Bank (Destin, FL)
- …eligible. **Requirements** + Bachelor's degree and four (4) years closely related client -facing financial services experience, including a minimum of ... Relationship Manager focuses on delivery of credit, products, and service solutions within a dedicated geographic area and primarily...or GED and eight (8) years of closely related client -facing financial services experience, to… more