- Zurich NA (Tallahassee, FL)
- Customer Relationship & Distribution Manager (CRDM) 124656 We have an exciting opportunity for a Customer Relationship & Distribution Manager (CRDM) to ... business, coordinating tenders, and identifying cross-sell opportunities + Act as the customer 's first point of entry into the Zurich organization for Global… more
- Owens & Minor (Palm Beach, FL)
- …a single point of contact for a specific account or accounts. + Responds to customer needs, concerns and complaints in a timely manner. + Consults with clients and ... basis. + Effectively works and coordinates timely discharges with Customer Care Center and/or Branch Customer Service...discharges with Customer Care Center and/or Branch Customer Service Team. + Operates a Personally Owned Vehicle… more
- Fifth Third Bank, NA (Jacksonville, FL)
- …call reporting plans to enhance the client experience. + Utilize the Bank's Customer Relationship Management (CRM) system for client activity tracking, call ... lead and coordinate with One Bank Partners to create and implement a relationship strategy for assigned clients and prospects. This position requires a strong… more
- Regions Bank (Ocala, FL)
- …problem resolution + Develops relationships with customers, remaining well-informed about the customer 's relationship with the bank + Educates customers on ... + Ability to oversee large sums of cash + Strong customer focus and relationship -building skills **Position Type** Full time **Compensation Details** Pay ranges… more
- KeyBank (Naples, FL)
- …on the review and analysis of personal and business financial data gathered through Relationship Reviews, the Customer Relationship Manager (CRM) system, and ... advice and personalized banking, borrowing and investment solutions. The Relationship Manager is at the center of this client...financial goals, and by coordinating with the extended KPB relationship team to execute and advise on the client's… more
- Comerica (Palm Beach Gardens, FL)
- …and foster new business relationships. Effective utilization of converge for customer relationship management. Operational Risk: Ensure compliance with ... Assistance, Infertility Services) Retirement Plan Employee Stock Purchase Plan The Relationship Banker is responsible for contributing to the overall success of… more
- Citigroup (Boca Raton, FL)
- …opportunities to grow portfolio. + Proactively source, acquire and expand high value customer relationship by maximizing sale and service opportunities. + Refer ... The Wealth Relationship Manager SAFE Act is a seasoned professional...to Lending Consultants and Financial Advisor, Small Business Partners, Relationship Manager, etc.) + Organize client events to enhance… more
- Citigroup (Plantation, FL)
- …opportunities to grow portfolio. + Proactively source, acquire and expand high value customer relationship by maximizing sale and service opportunities. + Refer ... The Wealth Relationship Manager SAFE Act is a seasoned professional...to Lending Consultants and Financial Advisor, Small Business Partners, Relationship Manager, etc.) + Organize client events to enhance… more
- Wolters Kluwer (Tallahassee, FL)
- …customer support team + Handle add-on sales for clients + Use the customer relationship management (CRM) system Salesforce to process, track, and organize ... + Communicate with customers with regards to any account problems and discuss customer concerns and suggestions + Negotiate service and product terms with customers… more
- Regions Bank (Hialeah, FL)
- …Ability to handle multiple priorities simultaneously + Ability to provide excellent customer service + Excellent relationship -building skills + Proficiency in ... section of the system. **Job Description:** At Regions, the Senior Small Business Relationship Banker is responsible for meeting with customers and prospects both in… more