- Truist (Tampa, FL)
- …may change from time to time. * Meet revenue growth, profitability and client retention goals by acquiring new clients through business development and ... trust and fiduciary services, and insurance services) in a manner that promotes client retention and prospect referrals. This includes effectively executing on… more
- Citigroup (Miami, FL)
- …(including opening accounts, credit cards, etc.) referral routines to deepen client relationships.. **Responsibilities:** + Exhibits strong sales and service skills, ... inquiries promptly and effectively. + Is knowledgeable about the client 's accounts and business with the bank and uses...as necessary (eg leverage video conference for FA, mortgage specialist , etc.) + Take full ownership of clients' problems… more
- Citigroup (Surfside, FL)
- …risk and control, driving lobby leadership, and ensuring consistent delivery of client and team experiences aligned with the bank's standards **Responsibilities** : ... the branch, providing support in complex transactions and ensuring an exceptional client experience. + Champion risk and control by monitoring day-to-day operations,… more
- Citigroup (Miami, FL)
- **Private Bankers at Citi develop and deepen client relationships in order to thoroughly understand the client situation and utilize that knowledge to develop ... clients. In addition, they are able to deliver quality Private Bank client relationships (solutions and services) in an intensely competitive fragmented market,… more
- MyFlorida (Orlando, FL)
- …shall establish monthly case conferences with clients' medical and other providers to sustain retention in care and improve the client 's quality of life as ... a caseload of no more than 35 clients and updated case information for each client monthly, keep all records in accordance with the local Service Standards and the… more
- Citigroup (Aventura, FL)
- …(including opening accounts, credit cards, etc.) referral routines to deepen client relationships. **Responsibilities:** + Exhibits strong sales and service skills, ... inquiries promptly and effectively. + Is knowledgeable about the client 's accounts and business with the bank and uses...as necessary (eg leverage video conference for FA, mortgage specialist , etc.) + Take full ownership of clients' problems… more
- Citigroup (Miami, FL)
- **HNW Private Bankers at Citi develop and deepen client relationships in order to thoroughly understand the client situation and utilize that knowledge to ... clients. In addition, they are able to deliver quality Private Bank client relationships (solutions and services) in an intensely competitive fragmented market,… more
- Truist (West Palm Beach, FL)
- …Serve as primary relationship manager for a portfolio of financially complex client relationships within the defined mass affluent market segment within the Truist ... job entry], serves to establish new managed portfolio of financially complex client relationships within the defined mass affluent market segment within the Truist… more
- Citigroup (Tampa, FL)
- …strategic operational plans. Essentially, Enterprise Operations & Technology re-engineers client and partner processes to deliver excellence through secure, ... services. Tax Information Reporting (TIR) is responsible for end-to-end client tax activities including validation of client ...and governance + Act as a tax information reporting specialist to execute operational and project initiatives + Act… more
- CDM Smith (Miami, FL)
- …opportunities, and enhancing CDM Smith's market distinction to support sales growth and client and staff retention . The successful candidate will bring extensive ... both new and existing clients. This involves aligning technical expertise with client needs and participating in pursuit planning to strengthen our competitive edge.… more