- Truist (Miami, FL)
- …to book management data (ie pipelined reports and referrals) + Support the sales and retention efforts by scheduling appointments, making follow up telephone calls, ... proficiency in all operational competencies and processes including banking, credit , investments, trust, new client on-boarding/welcome program, client servicing and… more
- Florida Window & Door (Lake Worth, FL)
- …financing for customers. + Create and organize new customer folders. + Update the Sales Rep spreadsheet as needed. + Run credit card deposits as needed. ... + Maintain the Rehash Director 's cancellation spreadsheet with up-to-date information. + Respond to daily emails and customer inquiries in a professional and timely… more
- Truist (Winter Park, FL)
- …to book management data (ie pipelined reports and referrals) 3. Support the sales and retention efforts by scheduling appointments, making follow up telephone calls, ... proficiency in all operational competencies and processes including banking, credit , investments, trust, new client on-boarding/welcome program, client servicing and… more