- Banco Popular Puerto Rico (North Miami, FL)
- …and ATM settlements as required + Be responsible to act in accordance of all bank policies and regulation to ensure the branch passes assessment and audits Sales ... knowledge of client's financial life priorities in order to deepen customer relationship and refer the products/services that are most appropriate for their… more
- Citigroup (Miami, FL)
- …corporate and investment banking, securities brokerage, and wealth management. Citi Bank Retail Mortgage provides home lending services via our Citibank branches ... partners, operations, community business development officers. This role drives mortgage sales and client relationships through engagement with clients, real estate… more
- PNC (Coral Gables, FL)
- …Credit Products, Customer Engagement, Decision Making, Financial Analysis, Identifying Sales Opportunities **Competencies** Business Acumen, Client Relationship ... a consultative Bilingual Spanish Required **Job Description** + Handles relationship management activities with new and/or existing clients in...existing clients in a book of business to grow sales , revenue and market share with relevant sales… more
- PNC (Hollywood, FL)
- …in Aventura, FL. Bilingual Spanish preferred. Financial Advisors are based within a bank branch and work within a highly collaborative circuit of branches and manage ... and insurance book of business. Owns the client experience, efficiently handling sales and service, identifying sales and/or executing opportunities and making… more
- FirstBank PR (Miami, FL)
- …assets and portfolio not limited to providing loan document information, monitoring sales and the closings, process and keep track of deficiency judgements', ... assigned attorney; attend meditations and/or depositions. Coordinate with First Bank Florida attorney in negotiating; Preparing and reviewing Stipulation/Forbearance… more
- CIBC (Miami, FL)
- We're building a relationship -oriented bank for the modern world. We need talented, passionate professionals who are dedicated to doing what's right for our ... market and potential client base and create a comprehensive sales plan to acquire new clients. You will use...to acquire new clients. You will use your strong relationship building and networking skills to build connections, generate… more
- Truist (Miami, FL)
- …and investments. 4. Act as "face" of private practice within LSG firm relationship teams for assigned firms. 5. Identify and "right channel" opportunities for ... clients and prospects-deliver the comprehensive resources of the bank . 6. Coordinate and lead the WRAP process for advice delivery-hold relationship strategy… more
- Lincoln Financial (Tallahassee, FL)
- …evolving team. As an Account Manager, you will work closely with our Relationship Managers, internal service team and intermediaries to provide first class service ... our existing clients by developing and maintaining client satisfaction through relationship building + Collaborating with internal partners to establish and… more
- Percepta (Melbourne, FL)
- …* Provide an exceptional customer experience with a focus on building a relationship of trust and enthusiasm, while guiding the customer from website to pre-buy ... customer satisfaction * Be responsible for handling inbound customer calls regarding sales and service in a helpful, courteous, and professional manner, displaying… more
- Deloitte (Tampa, FL)
- …for our clients + Manage internal business development initiatives and sales opportunities, including the creation of external-facing industry perspectives, lead ... generation materials, or sales proposals + Produce quality work products independently and...company, insurance provider, or related service provider + Strong relationship management skills, particularly the ability to build constructive… more