- Synchrony (Altamonte Springs, FL)
- …statutory bank requirements. You are the primary contact for the relationship and facilitate concise communications between Synchrony customers and internal ... + In coordination with the portfolio management team, conduct periodic relationship reviews and due diligence with customers/clients and stakeholders on-site or… more
- Citizens (Miami, FL)
- …The Business Banking Market Manager RM II will manage a team of Relationship Managers responsible for Business Banking customers in the $10MM - $50 MM market. ... The Market Manager will be responsible for attaining financial and sales...software + Strong knowledge of banking deposit/credit products and services + Strong knowledge of bank operations/systems and compliance/regulatory… more
- UMB Bank (Tallahassee, FL)
- …contact for all Fund Services Clients to facilitate the process of delivering service to the clients from all UMB operating units. Key Functions: + Act as the ... for managing the overall customer relationship and acting as primary...plans; ascertain and document clients' satisfaction level with UMB's service + Work with sales team to build rapport… more
- Bank OZK (Fort Myers, FL)
- …growth by proactively identifying opportunities and cross-selling Bank products and services . + Identifies, pursues, and closes sales opportunities for a broad ... range of financial products and services . + Collaborates with internal teams to ensure smooth...and community events. + Mentors team, providing guidance on relationship development and credit fundamentals. + Collaborate with Business… more
- Citigroup (Tampa, FL)
- …with transparency. + Liaison between Global Solutions Operations (GSO), Real Estate Services (RES), and Citi business users + Provide RES Net Zero/Sustainability ... Net Zero/Sustainability initiatives + Provides cross training for other GSO Relationship Managers. + Participate in testing process, including the development of… more
- US Bank (Jacksonville, FL)
- …on business line account acceptance policies and procedures. Provides quality service based on client needs, wants, and expectations; aligns actions accordingly; ... to both internal and external clients; builds distinctive predictable levels of service ; resolves problems quickly and effectively. Works closely with new business… more
- Regions Bank (Jacksonville, FL)
- …point of contact for CBS clients for all servicing requests related to client relationship + Assists relationship manager (s) by performing daily support ... activities related to CBS client relationships and keep respective relationship manager informed when appropriate + Partners with relationship manager to… more
- First Horizon Bank (Coral Gables, FL)
- …, bank accounts and policies; opens new accounts; promotes cross-selling. Assists Relationship Manager with processing consumer loans towards closing, and lines ... service to some existing clients, supporting Private Client Services in growing markets, with a particular emphasis on...up meeting opportunities with Wealth partners. + Assists Relationship Manager in maintaining a portfolio mix… more
- Wells Fargo (Miami, FL)
- …opportunities to leverage partners and connect customer with the appropriate partner or relationship manager to meet their needs + Partner with financial ... here. At Wells Fargo, we're more than a financial services leader - we're a global trailblazer committed to...us! **About this role:** Wells Fargo is seeking a Relationship Banker (SAFE) for our National Branch Network as… more
- Charles Schwab (Naples, FL)
- …the operational success of this local Schwab branch, under the guidance of your Client Relationship Manager and Branch Manager , both of whom you will assist ... and transform the finance industry together._ As a Client Relationship Specialist (CRS), you have the opportunity to bring...have the opportunity to bring your passion for customer service to a role and a firm that will… more
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