- Santander US (Miami, FL)
- CIB Client Lifecycle Management, Analyst - Miami Country: United States of America **Your Journey Starts Here:** Santander is a global leader and innovator in the ... Want to Talk to You!** **The Difference You Make:** The Sr. Specialist, Client Lifecycle Management contributes to the overall success of the Onboarding team… more
- Truist (Fort Lauderdale, FL)
- …Credit staff, and Sales Leaders managing and supporting Commercial Real Estate client portfolios. ESSENTIAL DUTIES AND RESPONSIBILITIES Following is a summary of the ... and prospects with letters, emails, etc. to support banker's client contact strategy and making sure that CRM data...of products and services. Partner with bankers and Integrated Relationship Management (IRM) partners in bringing attention to any… more
- Xerox (Tallahassee, FL)
- Enterprise Client Executive - IT Solutions - Sales **General Information** Press space or enter keys to toggle section visibility Country United States Department ... tomorrow. Today, Xerox is continuing its legacy of innovation to deliver client -centric and digitally-driven technology solutions and meet the needs of today's… more
- Truist (Winter Garden, FL)
- …or cash handling or client service experience 3. Six months of client relationship building or sales experience 4. Excellent interpersonal and communication ... travel and overnights may be included Preferred Qualifications: 1. One year of client relationship building or sales experience 2. Knowledge of advanced or… more
- Truist (Tampa, FL)
- …Advisory, and/or Retail Lending experience) or one years' experience in a financial client relationship manager role. 3. Advanced knowledge of a broad range ... as primary relationship manager for a portfolio of financially complex client relationships within the defined mass affluent market segment within the Truist… more
- CHS (Clearwater, FL)
- …for escalation of service issues or program questions, establishing a strong working relationship and client trust. + Assists with the development of Policies ... Department is organized into Teams, each serving a specific client and/or product they offer. Each Team is managed...of calls reach a live Member and Provider Service Representative within 45 seconds. + Average Speed to Answer:… more
- Truist (Coral Gables, FL)
- … relationship management activities with a focus on the client experience and support of the advisor's purpose-driven advice delivery, revenue-generating ... client presentation and marketing materials + Support Integrated Relationship Management activities through good understanding of offerings, solutions and… more
- Bank of America (Jacksonville, FL)
- …us! **Job Description:** This job is responsible for providing phone-based services to relationship jobs where the representative is expected to take several ... products. This role is responsible for phone-based service to relationship role where the representative is expected...to sales with existing Merrill clients * Provides exceptional client care, growing client relationships, and guiding… more
- Truist (Miami, FL)
- …deposits, credit cards, mortgages, etc. within the Medical or Legal industry per the client relationship plan. 6. Has a basic knowledge of all wealth management ... firms by supporting and partnering with Specialty Wealth Advisors and Specialty Relationship Managers Typically manages a portfolio of Medical clients or legal… more
- Truist (St. Petersburg, FL)
- …America) **Please review the following job description:** Provide the perfect client experience to external clients (eg management companies, associations and ... homeowners) and internal business units. Work as a Client Services team member to ensure service standards are...lockbox research). + Provide support to the Association Services Relationship Sales Managers and management team. + Handle a… more