• Financial Advisor, Truist Investment…

    Truist (Ocala, FL)
    …the following job description:** Actively source, deepen, grow and retain client relationships by providing distinctive and personalized investment advice, covering ... tolerance to determine which financial strategies and solutions best meet the client 's needs. ESSENTIAL DUTIES AND RESPONSIBILITIES Following is a summary of the… more
    Truist (07/31/25)
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  • Personal Banker SAFE Act- Bilingual…

    Citigroup (Plantation, FL)
    …appropriate sales plans to target Book of Business customers + Deliver client services /outbound calls/inbound calls to acquire new relationships and deepen ... existing relationships through the cross-sell of relevant products and services while delivering remarkable client experience + Provide Tellers and other branch… more
    Citigroup (07/26/25)
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  • Private Bank Service Specialist III

    Huntington National Bank (Naples, FL)
    …Diploma, GED or equivalent education + 4+ years customer service experience in banking or Wealth & Investment Financial Services experience + Notary public + ... have a detailed level of knowledge of products and services to provide Service Excellence for our...and managing risk and adhering to policies and procedures. Service coverage for multiple practices (Private Banking ,… more
    Huntington National Bank (07/31/25)
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  • Retail Banker II Float (Full Time) - Orange County

    TD Bank (Winter Garden, FL)
    …time insights **Shareholder Accountabilities:** + Promotes full suite of products, sales, services and banking capabilities + Understands and applies operating ... more specific details for this role. **Line of Business:** Personal & Commercial Banking **Job Description:** The Retail Banker II Float is a Customer liaison that… more
    TD Bank (07/26/25)
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  • Wealth Solutions Advisor

    Citigroup (Jacksonville, FL)
    …guidance/education, which includes account opening and asset gathering, providing exceptional service , making investment/ banking referrals, as well as managing ... discovery and profiling skills; segments include of Citi Private Client , Citigold, Priority, and Everyday Banking tiers....experience + Experience in a proactive, successful sales and service role in the financial services industry… more
    Citigroup (05/09/25)
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  • Assistant Manager, US Cash Management Operations

    Scotiabank (Tampa, FL)
    …Banking (GTB) products including but not limited to client /account lifecycle activities (open/maintain/close), balance & transaction reconciliations, interest/fee ... with effective treasury management solutions coupled with a best-in-class service model, making it easy for clients to do...success through a broad range of advice, products and services , including personal and commercial banking , wealth… more
    Scotiabank (07/18/25)
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  • Manager, US Cash Management Operations

    Scotiabank (Tampa, FL)
    …build best-in-class daily, weekly and monthly control processes and framework to service Global Transaction Banking (GTB) Corporate and Commercial Products. + ... with effective treasury management solutions coupled with a best-in-class service model, making it easy for clients to do...success through a broad range of advice, products and services , including personal and commercial banking , wealth… more
    Scotiabank (06/09/25)
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  • Financial Advisor-Doral, Florida

    TD Bank (Doral, FL)
    …The role will serve as the central point of contact, responsible for providing client service & developing the relationship to achieve greater share of wallet ... investment management solutions. A FA will need to leverage their experience to service the unique and complex needs of TD Wealth clients by reviewing financial… more
    TD Bank (07/31/25)
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  • WAH Mortgage Customer Service…

    Mass Markets (FL)
    …relationships with your team and customers Preferred + Relevant experience in banking or financial services is a plus + Experience with data-entry utilizing ... trusted partner in the industry. This position supports customer service for mortgage customers. This role requires you to...effective call handling + Follow the processes of the Client program and perform all tasks in a courteous… more
    Mass Markets (05/30/25)
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  • Financial Consultant, Truist Investment…

    Truist (Tampa, FL)
    …relationship management support, including ongoing counsel and advice, relationship reviews and client service initiatives. 5. Participate in the preparation for ... and risk tolerance to determine which investment products and services best meet the client 's needs and...functions. 1. Bachelor's degree in Business, Accounting, Finance or Banking , or equivalent education and related experience. 2. 4… more
    Truist (07/18/25)
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