- JPMorgan Chase (Tampa, FL)
- …the team, you will drive the end-to-end client experience. As a Relationship Manager within Merchant Services, you will primarily be responsible for a select ... firm-wide bank coverage team, JPMorgan Payments Treasury Services. As a Relationship Manager , you will be accountable for maintaining strong relationships with key… more
- JPMorgan Chase (Tampa, FL)
- …solutions to clients. You have found the right team. As a Relationship Manager within Merchant Services, you will be primarily responsible for a select portfolio ... business and maintaining high levels of client satisfaction + Execute sales /support strategies in conjunction with other lines of business; including, but… more
- Raymond James Financial, Inc. (West Palm Beach, FL)
- …Summary** Oversee the day-to-day operations of a Raymond James & Associates (RJA) retail branch. May service clients in his/her own book of business. **Essential ... Performs reviews of client accounts. + Develops and implements plans to meet office sales goals. + Facilitates sales promotion activities such as seminars and… more
- Truist (West Palm Beach, FL)
- …knowledge of a broad range of personal financial planning/advisory/insurance and investment management/asset allocation concepts and understanding of retail ... **Please review the following job description:** Serve as primary relationship manager for a portfolio of financially complex client relationships within the… more
- TD Bank (Doral, FL)
- …+ Bachelor's degree strongly preferred + 2+ years of providing advice, planning and investment sales + SIE, Series 7, Series 63 required + Required to ... with retail and small business banking clients + Consultative sales experience required + Demonstrated ability to establish relationships and partner effectively… more
- Fifth Third Bank, NA (Plantation, FL)
- …to successfully perform a role within the Retail Personal Banker job family. The Retail Personal Banker II role is a sales position with a primary focus on ... and education program that includes rotations in Operations and Sales & Service. There will be a certification at...or Bank Mart as directed by the Financial Center Manager . + Keep up to date on Retail… more
- TD Bank (Aventura, FL)
- …development techniques, products, services and overall industry. + Proven ability to achieve sales goals + Proficient with retail and small business banking + ... who will be providing financial planning guidance & selling investment management solutions. A FA will need to leverage...the client's relationships with TD Bank and refers to Retail and Wealth partners & affiliates as needed +… more
- Wells Fargo (Miami Beach, FL)
- …in the sales development process + Knowledge and understanding of retail compliance controls, risk management, and loss prevention + Ability to follow policies, ... opportunities for offering a full range of Wells Fargo retail banking deposit and credit products and services, based...and connect customer with the appropriate partner or relationship manager to meet their needs + Partner with financial… more