- Citigroup (Miami, FL)
- …+ Identify and document new business opportunities for referral to banker or product specialist . + Utilize internal systems to properly support CPB clients and ... budget goals of assigned team. Provide banker with suggestions on potential sales opportunities based on perceived client needs, utilizing cash management,… more
- Truist (Port Charlotte, FL)
- …service, identifying and understanding the client 's financial needs. Cross-trained to support sales and service activities, with a particular focus on ... enhance their service experience. 3. Support team sales process by participating in client outreach...client to the appropriate branch team members or specialist . 4. Understand the importance of Integrated Relationship Management… more
- Optiv (Tampa, FL)
- …and provide our clients and sellers with consistent security expertise on all sales opportunities. In partnership with domain specialist and experts, the Sr. ... advisory relationships with key stakeholders at clients by facilitating thought leadership, support , information, and guidance in conjunction with sales partners… more
- Bank of America (Lighthouse Point, FL)
- …has previously held the role of: + Home Service Specialist II, Lending Client Associate, Lending Client Support Manager, Lending Specialist , Senior ... help them achieve their financial goals. Job expectations include effectively balancing sales performance, operational risk, and client relationship care by… more
- Truist (Homosassa, FL)
- …specialists (Integrated Relationship Management [IRM] partners) who are designated to support client service and development efforts (eg banking, mortgage, ... but is not limited to, the delivery of excellent client service behaviors, support of the Truist...the Truist segmentation models, full use of the automated sales process and support of referral processes… more
- Paycom Online (Tampa, FL)
- … usage of Paycom software **RESPONSIBILITIES** + Works closely with Outside Sales Representative and Transition Specialist Representative to ensure a smooth ... transition and continuity of exceptional service. + Cultivates and nurtures existing client relationships for strong retention. + Achieves sales quota and… more
- BMO Financial Group (West Palm Beach, FL)
- Provides advisory-based sales and relationship management to attract, retain and grow a portfolio of prospect and client relationships and deliver an exceptional ... experience. Demonstrates an understanding of and care for the client through proactive delivery of holistic advice and solutions.... + Develops and executes the business development strategy, sales targets and the sales results for… more
- UNUM (Orlando, FL)
- …Personally engage with targeted brokers on a regular basis to drive new client sales opportunities. + Personally document details of broker engagements in ... the acquisition of new clients but may also include support for existing client growth. **Principal Duties...internal and external partners + Evaluate potential MAP, Worksite Specialist , broker sales representatives and HO visit… more
- Bank of America (St. Augustine, FL)
- …requirements **Required Qualifications:** + Minimum of one year demonstrated sales experience in a relationship-oriented and client -centric environment ... and connecting clients to specialists. Key responsibilities include deepening client relationships through platform services, supporting clients with self-service or… more
- First Horizon Bank (Miami Lakes, FL)
- …Management Sales , Treasury Management Fulfillment, and Treasury Management Technical Support to ensure a smooth hand-off of service implementation + Candidates ... understand + Complete work accurately and within required time frames to positively influence client satisfaction and support speed to revenue and delivery of a… more