- Truist (Jupiter, FL)
- …of America) **Please review the following job description:** Serve as primary relationship manager for a portfolio of financially complex client relationships ... advice and solutions. ESSENTIAL DUTIES AND RESPONSIBILITIES 1. Serve as the primary relationship manager for a portfolio of mass affluent clients. Sell, deliver… more
- Banco Popular Puerto Rico (Sunrise, 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 + ... Work with branch manager and supervisor to attain or exceed individual goals...client's financial life priorities in order to deepen customer relationship and refer the products/services that are most appropriate… more
- PNC (Coral Gables, FL)
- …field on a regular basis. Some responsibilities may be performed remotely, at manager 's discretion. As a Financial Wellness Consultant, you will work within the PNC ... Retail Out of Branch network, a collaborative business segment...a consultative Bilingual Spanish Required **Job Description** + Handles relationship management activities with new and/or existing clients in… more
- Raymond James Financial, Inc. (St. Petersburg, FL)
- …variety of loan administration, operation and technical support in collaboration with the Relationship Manager in the management of a Corporate Loan portfolio. ... for funding and boarding. + Demonstrates compliance with all Bank regulations. + May lead the work of others...+ Advanced concepts, practices and procedures of commercial and retail loan documentation and processing. + Principles of banking… more
- Bern's Steak House (Tampa, FL)
- …wine industries. + Establish and maintain a positive and productive working relationship with vendors, all restaurant management and ownership. + Provide continuous ... floor plans, menus, employee check in, employee cash outs, bank close out etc.) + Ensure DOL/Health Department compliance...off total purchase at Bern's Fine Wines & Spirits retail store + 20% off entire bill for all… more