- PNC (Sarasota, FL)
- …and required certifications/licensures needed to be successful in this position. ** Preferred Skills** Banking Products, Client Prospecting, Customer ... This position is primarily based in a location within PNC's footprint. Preferred locations are listed in this requisition. Responsibilities require time in the… more
- Fifth Third Bank, NA (Tampa, FL)
- Make banking a Fifth Third better(R) We connect great people to great opportunities. Are you ready to take the next step? Discover a career in banking at Fifth ... over year. + From time to time participate in Client /Prospect calls. + Implement and track Product Blitz/Campaigns. +...factors. + Follow-up on progress of resolution for quality service issues MINIMUM KNOWLEDGE, SKILLS AND ABILITIES REQUIRED: +… more
- Raymond James Financial, Inc. (St. Petersburg, FL)
- …experience in Investment Banking . * MBA Degree with experience in Investment Banking Preferred . * OR ~ * Any equivalent combination of experience, education, ... **Raymond James Overview** **One of the largest independent financial services firms in the country could the place you build a career beyond your expectations.**… more
- Raymond James Financial, Inc. (St. Petersburg, FL)
- **Raymond James Overview** **One of the largest independent financial services firms in the country could the place you build a career beyond your expectations.** ... headquartered in St. Petersburg, FL. Raymond James provides financial services to individuals, corporations and municipalities through its subsidiary companies… more
- Raymond James Financial, Inc. (St. Petersburg, FL)
- …moderately complex problems. **Essential Duties and Responsibilities** + Uses various reporting services to compile reports using client data. + Researches and ... **Raymond James Overview** **One of the largest independent financial services firms in the country could be the place you build a career beyond your expectations.**… more
- Citigroup (Miami, FL)
- …of experience in a client services role within the financial services industry + Knowledge of investments, banking , and credit products + English and ... requests and team productivity metrics **Skill Required:** + Strong client service mindset with a focus on...role within the Financial Services sector (Private Banking /Wealth management experience preferred ) + Proven experience… more
- Bank OZK (Orlando, FL)
- …as requested. + Model and champion the Bank's standards for exceptional customer service . + Demonstrate empathy and proactively resolve client concerns in a ... Skills & Abilities + Knowledge of bank products and services (eg, online banking , mobile banking...experience with bank products, online banking , mobile banking applications, banking cards, etc. preferred… more
- Truist (St. Petersburg, FL)
- …companies, associations and homeowners) and internal business units. Work as a Client Services team member to ensure service standards are met for the ... client in a non-facing environment. Assist with general banking inquiries, processing of financial service requests...and minor, which are not mentioned below. The Association Services Commercial Specialist I will be responsible for, but… more
- JPMorgan Chase (Palm Beach, FL)
- …approach to deepen client relationships + 2+ year Branch Banking Banker, or equivalent experience in financial services , with verifiable ... family's banking relationship through an advice-based approach, delivering elevated service , owning and resolving issues end-to-end, ensuring each client … more
- Truist (Tampa, FL)
- …business development assistance, and providing a consistent and effective level of client servicing when the Financial Advisor is unavailable. ESSENTIAL DUTIES AND ... clients including preparing financial plans, conducting investment research and completing client trades and transactions. 2. Receive and place orders as directed… more
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