- First Horizon Bank (Tampa, FL)
- …bank associates + Maintain proper house-holding of relationships + Continually upload financial information and client detail into central repository throughout ... market region of a complex nature. **Key Responsibilities Include** + Maintains a client portfolio for the bank + Expand existing client relationships which… more
- Paychex (Tampa, FL)
- …potential. Overview The Sales Representative sells Paychex solutions and support within current client base as well as new to clients. Helping small business owners ... phone and email to schedule quality meetings daily using targeted lists + Review client data using Paychex sales tools to prepare for discovery meetings, uncover … more
- Fifth Third Bank, NA (Lighthouse Point, FL)
- …the prospective and existing client base, and engage partners to fulfill client financial needs. Utilize and promote the Retail Consultative Sales process, ... using the prescribed tools and partnering with the financial center team for referral activity. Work closely with...as set by management, working in partnership with Investment Executive . + Initiate and maintain customer and prospect contact… more
- Oracle (Tallahassee, FL)
- …system, including Enterprise Resource Planning (ERP), Accounting, Customer Relationship Management (CRM), Professional Service Automation (PSA), and eCommerce. ... with customer contacts for the purpose of managing the customer relationship , identifying new opportunities and maximizing sales. Disclaimer: **Certain US customer… more
- Paychex (West Palm Beach, FL)
- …Selling Company's products and services by developing new clients and increasing the client base to increase profits in the Core Sales, Human Resource Services Sales ... Paychex solution to key stakeholders and decision makers in accordance with the client 's preference on in person or virtual interaction to increase revenue and… more
- Vaco (Orlando, FL)
- …company in America every year since 2007 **A Day in the Life** Our CFO client just called. Her manager just resigned, or maybe her accounting department could use ... offinance and accounting; including but not limited to Senior Accountants, Financial Analysts, Accounting Managers, Controllers, Directors, VPs of Accounting, and… more
- Oracle (Tallahassee, FL)
- …system, including Enterprise Resource Planning (ERP), Accounting, Customer Relationship Management (CRM), Professional Service Automation (PSA), and eCommerce. ... alignment with key third party influencers. Disclaimer: **Certain US customer or client -facing roles may be required to comply with applicable requirements, such as… more
- City National Bank (Tallahassee, FL)
- …experience or of experience handling complaints, escalations, requests verbally with a client * 5 years' experience preparing executive level presentations and ... *PREMIER MORTGAGE CLIENT SERVICING ESCALATION MANAGER* WHAT IS THE OPPORTUNITY?...resources of one of the largest and most respected financial firms in the world. Our small size and… more
- American Express (Tallahassee, FL)
- …+ Attend earnings calls, review annual financial reports, 10-K, and other financial tools to help identify and analyze client growth opportunities. + ... challenging clients. + Ability to foster and build new executive relationships and develop a strong web of influence...collaborative approach to solving problems and overcome barriers impacting client value or growth. + Proven relationship … more
- AssistRx (Orlando, FL)
- …Key Competencies for Success + Strategic thinking with strong business and financial acumen + Executive -level communication and presentation skills + Ability ... Role Overview The Manager, Strategic Account Management is a senior, client -facing leader responsible for driving account growth, retention, and operational… more