- Truist (Jupiter, 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
- Black & Veatch (Fort Myers, FL)
- …perspectives to use. \#LI-SS5 **The Opportunity** Functions as a technical specialist . Under general direction, develops and applies advanced engineering techniques, ... schedule, and quality requirements. + Develops and applies advanced engineering solutions to complex problems. Reviews lower level engineering work or assignments.… more
- Truist (Tampa, FL)
- …investments, trust, mortgage, insurance, etc., using a team approach to deliver solutions to client 's financial needs and to enhance existing relationships. ... and ultra-high net worth wealth clients. Responsible for developing and deepening client relationships through needs-based, high-level client service and through… more
- Truist (Fort Myers, FL)
- …referring the client to the appropriate branch team members or specialist . 4. Understand the importance of Integrated Relationship Management (IRM) to ensure we ... the following job description:** Provide timely and efficient completion of client transactions while maintaining accurate records and thorough proper handling of… more
- Citigroup (Miami, FL)
- …market clients. In addition, they are able to deliver quality Private Bank client relationships ( solutions and services) in an intensely competitive fragmented ... **Private Bankers at Citi develop and deepen client relationships in order to thoroughly understand the...new business opportunities with existing clients + Orchestrate appropriate specialist resources to develop tailored, long-term solutions … more
- Citigroup (Miami, FL)
- …market clients. In addition, they are able to deliver quality Private Bank client relationships ( solutions and services) in an intensely competitive fragmented ... on new business opportunities with existing clients + Orchestrate appropriate specialist resources to develop tailored, long-term solutions for clients/prospects… more
- Black & Veatch (Fort Myers, FL)
- …assist with providing guidance to engineering team members. + Maintain positive client relations understanding client interests and drivers through effective ... with business development activities. + Function as a technical specialist or in a lead role. + With minimal...all other internal/external team members on moderately complex projects Client Focus: + Responsible for assisting with identification of… more
- MyFlorida (Tallahassee, FL)
- …families to understand the family's perspectives about family dynamics, challenges and solutions , identifies needs and determines the level of intervention needed to ... and provides testimony in court; + Maintains thorough documentation in the client records/appropriate information system(s) and maintains organized client files;… more
- Prime Therapeutics (Tallahassee, FL)
- …is responsible for directing day to day operations within the rebate department. Solution issues and communicate issues and recommended solutions to upper ... for RFPs and implementations when necessary. + Assists Rebate Director in client facing meetings and communications. + Performs monthly department meetings with… 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...in the branch to present product offers and financial solutions to existing and potential clients (eg sales wall,… more