- BMO Financial Group (Bonita Springs, FL)
- …and prospects. Identifies customer needs and provides advice and guidance regarding financial solutions that are in the best interests of customers. Works ... + Engages customers to complete needs assessments that identify financial solutions and preferred banking channels while recommending tailored solutions… more
- UMB Bank (Tallahassee, FL)
- …and underwriting of new SBCRE (Small Balance Commercial Real Estate) managed investment loans (non-owner occupied CRE loans $1,000,000 to $5,000,000) in accordance ... all of or portions of the credit packages (as agreed with the relationship manager ) for submission to credit committee for approval (new business and renewals) +… more
- BMO Financial Group (West Palm Beach, FL)
- …of accounts for team members and customers. + May act as lead relationship manager . + Supports the sales process and client experience, identifying gaps, issues ... of all client questions and concerns, both internal and external. + Performs client sales & service support activities as required to meet client needs and maintain… more
- Guardian Life (Tallahassee, FL)
- …As a Senior Compliance Analyst, Park Avenue Securities, and Park Avenue Investment Advisory, you will conduct branch office inspections using risk-based testing ... branch office. + Timely communicate preliminary findings to your manager and branch office management verbally and then in...and initiatives. **You have** + Broad knowledge of the financial services industry and FINRA, SEC and State rules… more
- Acosta Group (Jacksonville, FL)
- …Acosta team in all aspects of Acosta Client Operation. Improve Financial Management; Revenue, Fund Management, Bonus qualification, Reduce - Eliminate Deductions. ... conversations to strategic planning and long-term partnership. + **Drive financial performance** , including revenue growth, fund management, bonus qualification,… more
- Black & Veatch (Frostproof, FL)
- …changing market/client needs + Partner with Enterprise Innovation to ensure investment in new/leading innovative solutions are targeted at our clients' needs/planned ... strategy working with CAM (segmentation, prioritization, identify key accounts, sales /GTM strategy) + Co-develop marketing strategy in collaboration with Strategic… more
- Teradata (Tallahassee, FL)
- …In addition to leading product management, you will serve as General Manager for Teradata's core business, enabling field teams and driving annual recurring ... products deliver customer value at scale. + **Go-to-Market (GTM):** Work with sales , marketing, and customer success to align product vision with commercial… more
- JPMorgan Chase (Tampa, FL)
- …analyzing metrics, and collaborating across one of the world's most innovative financial organizations. As a Senior Product Associate in (Insert team or sub-LOB), ... partners with internal 1LOD stakeholders (Product, Product Development, Technology, Sales , Operations etc.) and 2LOD stakeholders (Credit Risk Management, Credit… more
- MyFlorida (Tallahassee, FL)
- …for basic life insurance + Employer contributions to the Pension Plan or Investment Plan; contribution levels will vary based upon Pay Plans. GENERAL POSITION ... + Works with Chief of Games Administration and Retailer Contracting Manager in evaluating and resolving Security Management Review situations involving retailer… more
- Fifth Third Bank, NA (Naples, FL)
- …accordance with licensing guidelines. + Minimum of eight (8) years of successful sales /client service experience in financial services industry. + Stays abreast ... monitoring, and reporting risks of all types. ESSENTIAL DUTIES AND RESPONSIBILITIES: Sales : + Develops and prospects internal and external centers of influence to… more