• Relationship Manager II - C&IB

    PNC (Coral Gables, FL)
    …+ Coordinates relationship management activities with new and/or existing clients in a book of business to grow sales , revenue and market share with ... and out of PNC's branch footprint, to companies with sales from $5 million to $50 million. You will...a role. Listed below are skills, competencies, work experience, education , and required certifications/licensures needed to be successful in… more
    PNC (05/01/25)
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  • Employee Benefits Account Executive

    HUB International (Tampa, FL)
    …and involvement through HUB Gives** **SUMMARY:** The Account Executive manages assigned book of business which is comprised of key and high revenue-producing ... The Account Executive leads the overall service, recommendations and implementation of a book of insurance business and is responsible for business development and … more
    HUB International (04/12/25)
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  • Equipment Finance Specialist III - C&IB

    PNC (Coral Gables, FL)
    …strategies and directs equipment finance activities with new and/or existing clients in a book of business to grow sales , revenue and market share with relevant ... expand existing clients and enhance the client experience. Leverages reporting and sales tools to proactively identify and successfully convert sales more
    PNC (04/08/25)
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  • Relationship Manager I - Business Banking

    PNC (Venice, FL)
    …Description** + Handles relationship management activities with new and/or existing clients in a book of business to grow sales , revenue and market share with ... the full range of PNC's products and services. Leverages reporting and sales tools to proactively identify and successfully convert sales opportunities.… more
    PNC (05/14/25)
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  • Financial Advisor - PNC Investments

    PNC (Aventura, FL)
    …work within a highly collaborative circuit of branches and manage an assigned book of business. PNC Investments advisors execute an advice and planning strategy ... of financial plans for clients. Grows and retains an investment and insurance book of business. Owns the client experience, efficiently handling sales and… more
    PNC (04/04/25)
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  • Branch Manager

    Raymond James Financial, Inc. (West Palm Beach, FL)
    …& Associates (RJA) retail branch. May service clients in his/her own book of business. **Essential Duties and Responsibilities** + Attracts, selects, orients, ... accounts. + Develops and implements plans to meet office sales goals. + Facilitates sales promotion activities...the firm. + May service clients in his/her own book of business. + Performs other duties and responsibilities… more
    Raymond James Financial, Inc. (05/01/25)
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  • Vice President, Client Success - BFSI (US Remote)

    TTEC (Tallahassee, FL)
    …set. The VP will nurture relationships with our clients to grow a profitable book of business leveraging your passion for - and in depth understanding of the ... will be responsible for orchestrating TTEC teams and individuals from marketing, sales , offers and solutioning, and delivery to successfully serve clients and grow… more
    TTEC (05/24/25)
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  • Merrill Financial Solutions Advisor - Tampa Market

    Bank of America (St. Petersburg, FL)
    …world specializing in goals-based wealth management, including planning for retirement, education , legacy, and other life goals through investment advice and ... a client's investor profile and financial resource objectives, building a sustainable book of business, and providing opportunities for advisors to pursue a career… more
    Bank of America (05/14/25)
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  • Analyst, Fixed Income Research

    Raymond James Financial, Inc. (St. Petersburg, FL)
    …or certification to provide analytical support to senior analysts, sales , trading and clients. Responsibilities include collection, organization, and analysis ... databases covering fixed income products and analytics (Intex, Yield Book , Bloomberg and eFolio). + Assists in development, maintenance...distribution to clients as well as to fixed income sales and trading. + Gathers and synthesizes critical data… more
    Raymond James Financial, Inc. (05/08/25)
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  • Account Executive (Small Group Account Manager)

    CVS Health (Tallahassee, FL)
    …and every day. **Position Summary** As an Account Executive, you will manage a book of business of Aetna Funding Advantage (AFA) and 51-100 Fully Insured, along with ... building and maintaining strong relationships with assigned brokers & book of business to ensure case renewal and retention....for additional programs and services. + Supports operations and sales teams on ad hoc projects. + Required to… more
    CVS Health (05/09/25)
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