- WTW (Tampa, FL)
- …cross-functional teams to plan, organize, and successfully deliver on client engagements (including the employee experience, Total Rewards communications, ... with confidence to interact with more senior colleagues and key client contacts. Comfort navigating ambiguity and uncertainty, organized thinking and communication… more
- First Horizon Bank (Tampa, FL)
- …team leaders and relationship managers, driving business development, deepening client relationships, ensuring sound credit performance, and effectively managing ... of relationship managers capable of delivering growth and exceptional client experiences. **Key Responsibilities:** **Strategic Leadership:** + Develop and execute… more
- Truist (Miami, FL)
- …management of a profitable loan, deposit, fee income, and non-interest income portfolio from attorneys and small to mid-sized law firms through the development ... and retention of long term, profitable client relationships. The Legal Specialty Group (LSG) provides financial...2. 5-7 years or more of banking experience in portfolio -oriented roles 3. FINRA: Series 7, Series 66, Life,… more
- PNC (Sarasota, FL)
- …products and business solutions. Your dedication to growing your portfolio through new and innovative approaches, while embracing continuous opportunities ... supervision. + Works within stated guidelines to acquire and/or expand and retain client relationships to generate revenue and deepen share of wallet. Handles the… more
- Truist (Miami, FL)
- …(United States of America) **Please review the following job description:** Manages a portfolio of Medical or Legal clients, either physicians and their practices or ... with Specialty Wealth Advisors and Specialty Relationship Managers Typically manages a portfolio of Medical clients or legal clients with total loans and deposits… more
- American Express (Sunrise, FL)
- …**Job Description:** The incumbent in this position is responsible for managing a portfolio of global key existing customers across the EMEA Region, using the suite ... pipeline in line with the business plan. Overall, responsible of client 's management and retention, sales strategy execution, results delivery, issue resolution… more
- JPMorgan Chase (Tampa, FL)
- …and risk management to identify, recommend, and promote solutions that best serve the client and ensure the profitability of the portfolio . Leverage knowledge of ... Senior (BRM) Deepening banker in Business Banking, you'll be managing a portfolio of large profitable business clients with annual revenue greater than ~$5MM.… more
- Citizens (Boca Raton, FL)
- …services through cross-sell partners and acts as a trusted advisor to the client 's executive management team. Within the Middle Market team, the Relationship Manager ... and other matters of elevated importance. + Manage a portfolio of credit and non-credit relationships of varying size...active market coverage of prospective clients to achieve new client acquisition goals to generate new and incremental margin… more
- Regions Bank (Jacksonville, FL)
- …and their clients to identify, develop and deliver quality solutions to aid the client in their day-to-day business needs. The role sits in the Regions' Commercial ... skills while focusing on the delivery of Commercial solutions within the CBS portfolio . . **Primary Responsibilities** + Serves as central point of contact for CBS… more
- Edward Jones (Valrico, FL)
- ** Client advocate. Skilled communicator. Problem solver. Does that describe you? If so, we need you on our team.** At Edward Jones, we're all about making a ... - and our people. Our licensed branch associates are highly visible members of the client team, working under the leadership of a financial advisor. You thrive in an… more