- Raymond James Financial, Inc. (Boca Raton, FL)
- …portfolio losses while preserving client loyalty. + Provide a high level of client service with a strong focus remaining on what's best for their personal ... advisors provide sound financial advice and counsel consistent with our client 's objectives, time horizon, and risk tolerance. AMP offers comprehensive education,… more
- NTT DATA North America (Tallahassee, FL)
- …process inefficiencies and lead initiatives to improve turnaround times, accuracy, and client satisfaction. + Serve as the primary point of contact for government ... + Advanced degree in Business Administration or a related field. ** Preferred Qualifications** + Demonstrated experience in financial management and budgeting. +… more
- TD Bank (Jacksonville, FL)
- …AML Financial Crime Risk Investigator conducts holistic reviews of client relationships; assesses risks related to Sanctions, Anti-Bribery and Anti-Corruption, ... + Undergraduate degree or equivalent work experience + 5+ years of experience ** Preferred Skills:** + 2+ years working in a role dedicated to conducting complex… more
- First National Bank of Omaha (FL)
- …and managing opportunities across multiple lines of business within a client . ** Preferred Qualifications** + Existing industry relationships that can ... **ABOUT FNTS** As a nationally recognized Cloud Service Provider, FNTS has a proven history guiding...The Sr. Associate, Technology Sales is focused on new client acquisition and driving net-new growth bookings through a… more
- MUFG (Tampa, FL)
- …security operations, or related information security field + Experience in the banking or finance industries preferred + Database security, monitoring and ... the globe, we're 120,000 colleagues, striving to make a difference for every client , organization, and community we serve. We stand for our values, building… more
- US Bank (Jacksonville, FL)
- …skills- Effective customer service /relations skills- Considerable knowledge of banking products/ services , banking operations, and current market ... commercial card opportunities through introducing our products to their client base, these referrals are driving a fast growth...work on the referrals we generate, the relationship and service teams who take care of the downstream customers,… more
- City National Bank (Tallahassee, FL)
- …sources. * Uses proactive, consultative sales skills and strategies to identify client needs, quantify service / product benefits and present recommendations ... *EXTERNAL LOAN OFFICER- MORTGAGE BANKING * WHAT IS THE OPPORTUNITY? The external mortgage...best loan products to meet their financial needs. Conduct client /prospect needs analysis and develop proposed solutions/sales presentations to… more
- TD Bank (Orlando, FL)
- …supporting other members of the team in achieving business objectives and providing client services + Participates in knowledge transfer within the team and ... & Experience:** + Undergraduate degree + 7+ years relevant experience ** Preferred Skills** + Strong stakeholder management skills across different groups to… more
- Truist (Winter Park, FL)
- …of banking , fiduciary and wealth management systems, solutions, and offerings Preferred Qualifications: 1. Six years of previous banking or other financial ... and coach a team of wealth support specialists and oversee the daily service , sales and operations support of the assigned division. Performance accountabilities and… more
- Bank of America (Tampa, FL)
- …leading provider of comprehensive wealth management and investment products and services for individuals, companies, and institutions. Merrill Wealth Management is ... advice and guidance. Merrill's Financial Advisors and Wealth Management Client Associates help clients pursue the life they envision...to the investment insights of Merrill coupled with the banking convenience of Bank of America. At Merrill, we… more
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