- Truist (Jupiter, FL)
- …to support client service and business development efforts (eg credit, mortgage , planning, investment, trust and fiduciary services, and insurance services) in ... retention and prospect referrals. This includes effectively executing on the specialist delivery model utilizing both centralized and regionalized partners to… 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
- MyFlorida (West Palm Beach, FL)
- …financial services companies, insurance companies, securities dealers or investment advisers, mortgage brokers or lenders, or money services businesses is required. ... or a Certified Fraud Examiner (CFE); Certified Anti-Money Laundering Specialist (CAMS); and/or a Certified Public Accountant (CPA) designation. Preference:… more
- Bank of America (Lighthouse Point, FL)
- …them achieve their financial goals. Job expectations include effectively balancing sales performance, operational risk, and client relationship care by leveraging ... 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
- 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 ... (eg deposits, payments, address changes, replacement card orders, disputes, etc.) and sales (including opening accounts, credit cards, etc.) but also leads, coaches,… 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 ... deposits, payments, address changes, replacement card orders, disputes, etc.) and sales (including opening accounts, credit cards, etc.) referral routines to deepen… more
- Anywhere Real Estate (Tampa, FL)
- …execution **New-to-Business Enablement** _(25%)_ + Lead and coach the New-to-Business (NTB) Specialist team + Partner with VP to refine strategy and implementation ... accelerate time-to-production **Cross-Functional Collaboration** _(15%)_ + Partner with Recruiting, Sales Enablement, Field Marketing, AOS, and leadership across all… more