- Citigroup (Miami, FL)
- …clients on the bank floor to proactively identify and address client sales and service needs; appropriately convert service requests into sales or referrals ... The Universal Banker is responsible for providing exceptional service delivery...payments, address changes, replacement card orders, disputes, etc.) and sales (including opening accounts, credit cards, etc.) referral routines… more
- PNC (Jacksonville, FL)
- …have an opportunity to contribute to the company's success. As a full-time Regional Banker /Teller member, you will engage in proactive sales and customer service ... activities including teller transactions, selling bank products and developing referral opportunities. You will be part of the Regional Resource Team, based in… more
- PNC (Palm Beach Gardens, FL)
- … sales process. You will spend most of your time as a personal banker , engaging customers in sales conversations in order to identify appropriate financial ... to contribute to the company's success. As a Personal Banker , you will strengthen customer relationships with a defined...the branch customer base through a variety of proactive sales and service activities. Manages the customer experience by… more
- Truist (Fort Lauderdale, FL)
- …profitable growth plan. 3. Regularly engage with product partners across the bank including Capital Markets, Treasury, Agency, Mortgage Banking and Marketing ... capital markets solutions to private real estate developers and investors nationwide. Banker is the primary point of contact, responsible for maintaining and growing… more
- JPMorgan Chase (Boca Raton, FL)
- …of your career development through a variety of cross-training opportunities. As a Relationship Banker in Branch Banking , you will take a lead role in delivering an ... work together + Works in partnership with Specialists (Financial Advisors, Mortgage Bankers, and Business Relationship Managers) to connect customers to experts… more
- Truist (Winter Park, FL)
- …delivery of a broad range of retail solutions including banking, mortgage , planning, investments, and insurance services. Leverage the Truist referral network ... and marketing new products to existing clients. Successfully participate in the sales management process, which includes, but is not limited to, the delivery… more
- BMO Financial Group (Tampa, FL)
- …(the SAFE Act). This position will require a Federal registration with the Nationwide Mortgage Licensing System and Registry. The Bank will instruct you on the ... and preferred banking channels while recommending tailored solutions addressing both sales and service needs (eg everyday banking, retail investments, lending… more
- Truist (New Port Richey, FL)
- …consumer and small business clients 6. Demonstrated ability in meeting or exceeding sales goals 7. General understanding of bank operations, policies and ... proficiency with routine client maintenance requests, problem resolution and advanced sales functions regarding deposit, credit, convenience and other product and… more
- Truist (Kissimmee, FL)
- …following job description:** Responsible for the sales and marketing of Truist Mortgage Loan products within bank policies and procedures as well as ... consistent, effective referrals of mortgage clients for other bank services, including...Business, Marketing, Accounting, or related studies or equivalent financial sales experience. 2. Two or more years of experience… more
- Truist (Orlando, FL)
- …align with client needs. 2. Supports the Virtual Solutions Delivery Team sales process by conducting consultative conversations and acting upon or referring more ... CARES Routines. 8. Commits to advancing individual knowledge of sales techniques and product knowledge to better serve clients...applications, such as Microsoft Office 6. Must be SAFE ( Mortgage Licensing Act) compliant within 30 days of employment… more