- Bank of America (Miami, FL)
- …he or she is assigned. **Skills:** + Account Management + Business Acumen + Customer Service Management + Client Management + Portfolio Management + Referral ... Wealth Management Specialist Miami, Florida **To proceed with your application,...to develop and prepare candidates to further develop and service the FA Teams client base. The Trainee role… more
- Wells Fargo (Tampa, FL)
- …Strong problem solving and conflict resolution skills + Ability to provide strong customer service while balancing the needs of clients,shareholders, and team ... this role:** Wells Fargo is seeking a Wealth Banking Specialist (SAFE) in Wealth Investment Management in Banking, Lending...**.** **In this role, you will:** + Manage and service a low to moderately complex affluent client relationship… more
- Anywhere Real Estate (Miami, FL)
- …the center of the transaction by anticipating their needs to provide exceptional customer service throughout the transaction process. + Technical- ability to ... The **Client Experience Specialist ** is a service -minded professional who...experience. **Experience** + Minimum of 2 years real estate, mortgage , title, transaction coordination/processing experience strongly preferred or solid… more
- SolomonEdwards (Tallahassee, FL)
- …contributor to facilitate efficient and effective processes that support business and customer service objectives. Position Locations: Phoenix, AZ Tampa, FL St. ... About Us SolomonEdwardsGroup, LLC ("SolomonEdwards") is a full- service professional services firm offering financial, operational and...Position Summary: SolomonEdwards is looking for a Home Loan Specialist I for one of its mortgage … more
- Regions Bank (Tampa, FL)
- …o Skilled in identifying and socializing best practices o Distinct organizational and customer service skills o Excellent written and verbal communication skills ... of the system. **Job Description:** At Regions, the Private Wealth Management Relationship Specialist assists in the coordinated delivery of a broad range of bank… more
- TD Bank (Clearwater, FL)
- …or equivalent experience + 4+ years related experience required (retail, customer service and/or financial services industries) supervisory, leadership and ... customer first and referring them to the right Specialist to ensure we are meeting their needs and...execution and achievement of the team and the store's service customer experience targets by coaching/modeling appropriate… more
- Bank of America (Jacksonville, FL)
- …In lieu of this requirement, has previously held the role of: + Home Service Specialist II, Lending Client Associate, Lending Client Support Manager, Lending ... policies and guidelines and gather any additional required information. + Has effective customer service skills with ability to manage the full client end-to-end… more
- Citigroup (Miami, FL)
- …clients to the appropriate partners as necessary (eg leverage video conference for FA, mortgage specialist , etc.) + Take full ownership of clients' problems to ... + 1-3 years relevant experience + Required Skills: + Experience with face-to-face customer service , digital engagement and basic sales/referrals + Open, client … more
- Citigroup (Miami, FL)
- …clients to the appropriate partners as necessary (eg leverage video conference for FA, mortgage specialist , etc.) + Take full ownership of clients' problems to ... + 2-4 years relevant experience + Required Skills: + Experience with face-to-face customer service , digital engagement and basic sales/referrals + Open, client … more
- Regions Bank (Tampa, FL)
- …Act regulations + Strong knowledge of financial services products + Excellent customer service skills + Excellent written and oral communication skills ... section of the system. **Job Description:** At Regions, the Community Development Specialist are assigned throughout the bank's footprint and are responsible for… more