- Truist (Miami, FL)
- …to perform the essential functions. + Undergraduate degree or 4+ years of banking experience + Excellent organizational skills with the ability to work ... written communication skills + Proficiency in Microsoft Office applications + Exemplary customer service and professional etiquette skills + Ability to travel,… more
- Truist (Winter Park, FL)
- …to perform the essential functions. 1. Undergraduate degree or 4+ years of banking experience 2. Excellent organizational skills with the ability to work ... written communication skills 10. Proficiency in Microsoft Office applications 11. Exemplary customer service and professional etiquette skills 12. Ability to… more
- TD Bank (Fort Lauderdale, FL)
- …our customers, communities and colleagues. TD is deeply committed to being a leader in customer experience , that is why we believe that all colleagues, no matter ... on our strategy, we are innovating to enhance the customer experience and build capabilities to shape...of banking . Whether you've got years of banking experience or are just starting your… more
- Bank of America (Naples, FL)
- …investment goals and recommended products such as stocks, bonds, mutual funds, banking , and managed money solutions; Engage and share value proposition with ... Triage client leads and make referrals to appropriate internal service providers based on client needs and asset thresholds;...Wealth Management Complex; The role is a bridge between banking and brokerage, therefore the FSA Stage I must… more
- Raymond James Financial, Inc. (St. Petersburg, FL)
- …well as collaboratively within a team environment. + Provide a high level of customer service . + Establish and maintain effective working relationships at all ... **Knowledge of:** + Concepts, practices, and procedures of securities industry and/or banking compliance reviews. + Rules and regulations of the Securities Exchange… more
- Raymond James Financial, Inc. (St. Petersburg, FL)
- …well as collaboratively within a team environment. + Provide a high level of customer service . + Establish and maintain effective working relationships at all ... and regulations. + Concepts, practices, and procedures of securities industry and/or banking compliance reviews. + Rules and regulations of the Securities Exchange… more
- Fifth Third Bank, NA (Parrish, FL)
- …customers and colleagues, and ensures that actions and behaviors drive a positive customer experience . While operating within the Bank's risk appetite, achieves ... to provide timely, and holistic financial solutions. + Consistently meet/exceed customer experience and individual/team production goals and enhance… more
- TD Bank (Jacksonville, FL)
- …our customers, communities and colleagues. TD is deeply committed to being a leader in customer experience , that is why we believe that all colleagues, no matter ... on our strategy, we are innovating to enhance the customer experience and build capabilities to shape...of banking . Whether you've got years of banking experience or are just starting your… more
- First Horizon Bank (Fort Lauderdale, FL)
- …communication skills. Good organizational and customer service skills. General banking and operations experience is helpful 5. FINRA Licenses : Series 7, ... Client Specialist will be actively involved in supporting advisor(s) through a full service platform. Assists in achievement of sales revenue by customer … more
- Bank of America (Miami, FL)
- …Funds, Mutual Funds, Liabilities, Margin, Trust Operations, etc.) + Prior trend analysis experience + Strong customer service and communication skills + ... any type of branch audit + Oversees the client service experience and reviews the approval of...+ Recruiting + Risk Management + Client Management + Customer Service Management + Employee Counseling +… more
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