- JPMorgan Chase (Miami, FL)
- …and managing their wealth. You will use your knowledge of investments, financial planning, credit and banking to both advise current clients on all aspects of their ... overall balance sheet, including asset allocation, investment management, wealth planning, credit and banking needs + Partner with internal specialists to provide… more
- Robert Half Accountemps (Palm Beach Gardens, FL)
- …teams and external customers. * Collaborate daily with Customer Service and Sales teams to address account issues. * Build and maintain positive relationships ... account statuses daily to approve or hold orders based on credit analysis. * Track credit limits and payment terms, recommending adjustments when necessary. *… more
- First Horizon Bank (Orlando, FL)
- …small business relationships through calling on targeted potential clients + Develops sales plans and strategies + Works closely with other departments and fulfills ... the customer about financial strategies (eg Financialplanning, investments, insurance, credit , market trends) based on customer profile and financialplan, and… more
- Navy Exchange Services (NEX) (Panama City, FL)
- …receipts check-in check-out process authorized patron verification guest room assignments credit card processing etc. Greets and welcomes guests upon sight always ... requested by the guests. Verifies registration information secures a credit card for incidental expenses and authorizes credit...a different room when required. Operates POS to record sales from convenience store if applicable . May assist… more
- Kimpton Hotels & Restaurants (Miami Beach, FL)
- …and any special requests. + Follow established key control policy. + Ensure proper credit policies are followed. + Submit all lost & found articles accompanied by a ... balance out daily shift bank which involves counting and verifying cash, check, and credit card transactions occurring while on duty. + Verify credit limit… more
- Professional Plastics (Tampa, FL)
- …well as other duties that may be assigned. * Reviews and charges outstanding credit payments. Runs credit references queries on new customer accounts. * Prints ... staff. * Provides purchase order confirmations, shipping information to sales team & customers * Enters certifications into ERP...Works with accounting to ensure orders are processed through credit timely. * Receives and bills direct ship orders.… more
- US Bank (Sarasota, FL)
- …advise clients holistically on wealth and estate planning, investments, banking, credit , insurance, charitable giving, and fiduciary administration. In addition, PWM ... PWA is responsible for growth through internal and external sales and development of new client relationships within PWM....required registration process, which includes a criminal background and credit check. Failure to meet or maintain any of… more
- Fiserv (Coral Springs, FL)
- …of times a day - quickly, reliably, and securely. Any time you swipe your credit card, pay through a mobile app, or withdraw money from the bank, we're involved. ... partners and resellers, while also providing critical legal support to Fiserv's credit and risk teams, including advice on bankruptcy-related matters. In this… more
- Capital One (Orlando, FL)
- …for all clients. + Maintain a strong understanding of Capital One's credit policy, ensuring compliance while effectively evaluating and mitigating risk. **Skills:** ... professional partners. + Expertise in deposit acquisition, treasury management, credit solutions, and other banking products. + Exceptional leadership, negotiation,… more
- First Horizon Bank (Fort Lauderdale, FL)
- …role you will, provide a full range of banking services to businesses with annual sales between $5M to $25M with a focus on client experience and risk management. ... the customer about financial strategies (eg Financial planning, investments, insurance, credit , market trends) based on customer profile and financial plan, and… more