- JPMorgan Chase (Jacksonville, FL)
- …prepare timely and accurate performance reports + Actively engage in Risk Management ; including Know Your Customer procedures, Account Reviews and Inquires ... to the primary Private Client Advisor(s), within JPMorgan Wealth Management . **Job responsibilities** + Work as a team with... and new lead generation + Assist in managing relationship and account reviews, promoting firm services to deepen… more
- Citigroup (Miami, FL)
- …privacy, and RESPA. + Demonstrated customer service skills + Strong relationship development and management skills + Expertise of general lending products ... team. Citi, the leading global financial services company, has some 200 million customer accounts and does business in more than 160 countries and jurisdictions.… more
- Raymond James Financial, Inc. (St. Petersburg, FL)
- …validation of BSA/AML models, including (but not limited to) Transaction Monitoring, Customer Risk Scoring, and OFAC/Sanctions Screening systems, as well as fraud ... Duties and Responsibilities:** + Own, develop and manage working relationship with BSA/AML and fraud model stakeholders + Monitor...Act, US PATRIOT Act, and OFAC. + Model Risk Management regulatory guidance SR 11-7 and OCC 2011/12. +… more
- FirstBank PR (Miami, FL)
- PORTFOLIO MANAGEMENT OFFICER Commercial Lending Portfolio Job Summary: Responsible for lo an monitoring during li fe cycle to includ e all internal and external ... due to erroneous numbers. Interpersonal Communication: Po sit ion is customer service based internally. Physical Demands, Education and Skills: The physical… more
- GE Vernova (FL)
- …Responsibilities** As the Enterprise Strategic Account Executive, you will: + Own the Customer Relationship from the C-suite down, facilitate and advocate for ... data, and metrics to monitor the health of the customer relationship , alignment with GEV priorities, and...Relationship Heatmap (internal and external) + Action Tracker management + NPS scores + Bring a focus on… more
- Regions Bank (Orlando, FL)
- …and works in a consultative manner to identify opportunities to optimize customer relationship and maximize program utilization + Prepares sales presentations ... VISA and other internal data analytics to prioritize opportunities + Increases customer loyalty and retention through Card relationship optimization + Maintains… more
- Citizens (Palm Beach, FL)
- …"sell the bank" with net new prospects + Maintain and deepen client relationships + Relationship management (in partnership with the RMs, BBs, and PBs) + Refer ... experience when transitioning clients to the bank. You'll maintain a professional relationship while using your excellent customer service skills and ingenuity… more
- Marriott (Lake Buena Vista, FL)
- …Uses all information systems (eg, CI/TY SFA Web, MRDW, MarRFP-SAPP, Hoteligence, Account Relationship Management (ARM) to research the deployment and value of ... them to the appropriate owner. * Supports the company's service and relationship strategy, driving customer loyalty by delivering service excellence throughout… more
- Marriott (Miami, FL)
- …Uses all information systems (eg, CI/TY SFA Web, MRDW, MarRFP-SAPP, Hoteligence, Account Relationship Management (ARM) to research the deployment and value of ... them to the appropriate owner. * Supports the company's service and relationship strategy, driving customer loyalty by delivering service excellence throughout… more
- PNC (Palm Beach Gardens, FL)
- …through onboarding and servicing.Maintains timely, accurate and complete sales/client relationship management administration tasks as determined by the ... Effective Communications, Influencing, Managing Multiple Priorities, Products and Services, Relationship Management , Selling. **Work Experience** Roles at this… more