- Truist (Orlando, FL)
- …of America) **Please review the following job description:** Serve as primary relationship manager for a portfolio of financially complex client relationships ... of a broad range of retail solutions including banking, mortgage , planning, investments, and insurance services. Leverage the Truist...from time to time. 1. Serve as the primary relationship manager for a portfolio of mass… more
- First Horizon Bank (Key West, FL)
- …to the client relationship . **Key Responsibilities Include** + Assists Relationship Manager (s) by performing daily support activities related to client ... relationships and keep respective Relationship Manager informed when appropriate + Acts...trust management, retail brokerage, capital markets, fixed income, and mortgage banking services. First Horizon has been recognized as… more
- Bank of America (Jupiter, FL)
- …expectations include effectively balancing sales performance, operational risk, and client relationship care by leveraging expertise. This position is subject to ... Pursuant to the SAFE Act requirements, all employees engaged in residential loan mortgage originations must register with the federal registry system and remain in… more
- Bank of America (Miami, FL)
- …He/she must demonstrate strong credit/underwriting skills with a deep level of mortgage product knowledge, and an ability to work within GWIM custom ... mortgage guidelines. The RRES has a minimum of 10...confidentiality * Highly organized and detail oriented * Strong relationship management skills; proactively building and maintaining relationships across… more
- First Horizon Bank (Tampa, FL)
- …on physical or phone calls with SBA 7(a) loan prospects. + Support Relationship Manager to clearly communicate program benefits, terms, pricing and process. ... posting. **Summary** The SBA Product Officer actively prospects for new relationship opportunities and participates in community affairs to provide representation… more
- Bank of America (Ponte Vedra Beach, FL)
- …Client Associates help clients pursue the life they envision through a personal relationship with their advisory team committed to their needs. We believe trust ... financial growth. + A strong referral base from across the business through our relationship with one in every two households. + Managing a portfolio of clients by… more
- Fifth Third Bank, NA (Gainesville, FL)
- …is a sales position with a primary focus on sales development and relationship building through the promotion of deposits, loans, fee-based services and the ... + Establish close working relationships with assigned Business Partners ( Mortgage , Small Business, Commercial and Investment), referring customers when appropriate… more
- First Horizon Bank (Orlando, FL)
- …sales objectives for new Treasury Management business. + Proactively partners with Relationship Manager to develop new Treasury Management sales, cross sell ... including a broad knowledge of budget projections and revenue components. + Attend Relationship Manager sales meetings regularly and serve as key product partner… more
- PNC (Melbourne, FL)
- …investment education and visibility among branch staff. In partnership with branch manager and/or investment sales associate, leads the branch team on actions to ... strong relationships that drive referral activity. + Regularly meets with branch manager and other internal business partners to communicate and review business… more
- PNC (Coral Gables, FL)
- …field on a regular basis. Some responsibilities may be performed remotely, at manager 's discretion. As a Financial Wellness Consultant, you will work within the PNC ... a consultative Bilingual Spanish or Creole Preferred **Job Description** + Handles relationship management activities with new and/or existing clients in a book of… more