- Bank of America (Vero Beach, FL)
- …roles within our organization. Key responsibilities include triaging client leads, making referrals to business partners based on client needs and asset thresholds, ... with client financial goals and needs. + Triages client requests and makes referrals to appropriate internal service providers based on client needs and asset… more
- Bank of America (North Port, FL)
- …achieve their financial goals. Key responsibilities include triaging client leads, making referrals to business partners based on client needs and asset thresholds, ... goals and needs * Triages client requests and makes referrals to appropriate internal service providers based on client...partners based on knowledge of client needs and potential product services recommended Schedule: * Monday - Fridays and… more
- NextEra Energy (Juno Beach, FL)
- …and help shape the future of energy. **Position Specific Description** The Data Product Manager is responsible for leading the lifecycle of data-centric ... ETL processes, CI/CD workflows, alerts and error handling). + Understanding of product lifecycle management . + Experience with data visualization and reporting… more
- Sunrise Senior Living (Coral Gables, FL)
- …**JOB OVERVIEW** The Executive Director is responsible for overall leadership, management , and success of the community. Responsibilities include but are not ... limited to financial management , hiring, supervising, training, team member relations and recognition,...consistent and effective Resident Council meetings. + Achieve customer referrals on a regular, recurring basis and strive to… more
- NextEra Energy (Juno Beach, FL)
- …Description** We are looking for a highly skilled, hands-on market risk professional and product controller to join our market risk management team. This team ... support that some firms may operate separately: market risk management , product control, and independent price verification....leading power and gas trading floor as a risk manager and/or product controller or closely related… more
- TD Bank (St. Augustine, FL)
- …and business banking + Requires a broad knowledge and understanding of the full product suite, services and processes of business area, and could be characterized by ... moderate complexity/risk + Makes product recommendations based on Customer needs and **highlights ...money, and exceed their needs + Utilizes Customer Relationship Management tools to proactively play a key role in… more
- Citigroup (Miami, FL)
- …monitoring day-to-day operations, ensuring compliance with policies, supporting the Branch Manager + Exhibits strong sales and service skills, presenting products ... service needs; appropriately convert service requests into sales or referrals + Required to approach and engage clients in...and digital technology available in the branch to present product offers and financial solutions to existing and potential… more
- TD Bank (Palm Bay, FL)
- …Customer experience + Requires a broad knowledge and understanding of the full product suite, services and processes of business area, and could be characterized by ... + Establishes and nurtures Customer relationships by consistently displaying product knowledge, actively listening to Customer needs while engaging in… more
- Bank of America (Lighthouse Point, FL)
- …unique priorities + Connects with clients through outreach and pipeline management activities and conducts consistent follow-up routines to meet client needs ... + Makes decisions on client requests and makes referrals to appropriate internal partners based on client needs + Partners with financial center leaders, performance… more
- CVS Health (Tallahassee, FL)
- …sell, cross-sell, up-sell, and retain through the use of the Aetna IVL Medicare product portfolio.This role will deploy an operating model that supports 3 days in ... inquiries, including but not limited to, any questions related to plan benefits, product , and services offerings, as well as resolving any issues with respect to… more