- Lincoln Financial (Tallahassee, FL)
- …to identify, develop and implement process improvements. * Demonstrated strong relationship management skills with internal clients (eg senior management, peers and ... closure due to applicant volume. **What's it like to work here?** At Lincoln Financial , we love what we do. We make meaningful contributions each and every day… more
- Truist (Orlando, FL)
- …from time to time. 1. Work within the Truist risk framework to prioritize relationship management activities with a focus on the client experience and support of the ... maintaining client presentation and marketing materials. 4. Support Integrated Relationship Management activities through good understanding of offerings, solutions,… more
- Truist (Orlando, FL)
- …from time to time. + Work within the Truist risk framework to prioritize relationship management activities with a focus on the client experience and support of the ... maintaining client presentation and marketing materials. + Support Integrated Relationship Management activities through good understanding of offerings, solutions,… more
- Mastercard (Miami, FL)
- …Senior Managing Consultant, Services Business Development. This person will own a financial institution Segment sales target & strategy. This position requires an ... small and midsized banks leverage credit card programs to achieve their financial objectives. Additionally, this person must understand how fraud and cybersecurity… more
- ITW (Tallahassee, FL)
- …customer experience. **Key Responsibilities** + Serve as the strategic lead and relationship manager for major national accounts in the 3-step distribution channel. ... measurable revenue growth and building long-term customer relationships. + Strong financial and business acumen, including knowledge of cost structures and pricing… more
- Citigroup (Tampa, FL)
- …array of services to enable client lifecycle transactions ranging from relationship establishment to supporting the data demands surrounding instruments and ... reporting demands. Regulatory Operations is designed to ensure compliant non- financial regulatory reporting (trade and transaction) and adherence to regulatory… more
- CVS Health (Tallahassee, FL)
- …account team's business plan for each customer. + Responsible for managing ( Relationship Management) of daily (service) Plan Sponsor/Producer Concerns. + Executes on ... a smooth installation. + Service delivery on the customer relationship ; including day to day service contact, key point...and benefits - investing in the physical, emotional and financial wellness of our colleagues and their families to… more
- Truist (Tampa, FL)
- …from time to time. 1. Work within the Truist risk framework to prioritize relationship management activities with a focus on the client experience and support of the ... maintaining client presentation and marketing materials. 4. Support Integrated Relationship Management activities through strong understanding of offerings, solutions,… more
- First Horizon Bank (Tampa, FL)
- …and executing market-level strategies, leading of team leaders and relationship managers, driving business development, deepening client relationships, ensuring ... clients with annual revenues $50 - $500 million, offering customized financial solutions that support their long-term success. The Senior Commercial Banking… more
- Citigroup (Miami, FL)
- …Independently review all docs and link all client accounts to the appropriate relationship . + Proactively follow up with clients on post-sale and address concerns. + ... client's needs + Open, link, and close accounts. Coordinate with Relationship Officer/Private Banker to obtain approval on account openings, independently reviewing… more