- Citigroup (Miami, FL)
- …investment management, capital markets, and banking & lending + Create sales and marketing strategies designed to generate revenue growth and to acquire new target ... on new business opportunities with existing clients + Orchestrate appropriate specialist resources to develop tailored, long-term solutions for clients/prospects +… more
- Citigroup (Miami, FL)
- …May require standing 60-70% of the work day + Ability to use the various marketing tools and digital technology available in the branch to present product offers and ... the appropriate partners as necessary (eg leverage video conference for FA, mortgage specialist , etc.) + Take full ownership of clients' problems to resolve client… more
- Truist (Orlando, FL)
- …and Certified Public Accountants (CPAs). 4. Meet revenue growth, profitability and retention goals by developing new clients, expanding services, and marketing ... Planner (CFP), Chartered Financial Analyst. (CFA), Accredited Asset Management Specialist AAMS(R) , Certified Trust and Financial Advisor CTFA(R), Chartered… more
- HCA Healthcare (West Palm Beach, FL)
- …and customer service. . May participate on teams to improve operations, staff retention and employee engagement. . Works assigned schedule and notifies management of ... drills. . Is supportive of company-sponsored community activities and marketing initiatives. . Completes incident occurrence reports timely and appropriately.… more
- Regions Bank (Panama City, FL)
- …your qualifications and experience for job opportunities and will not be used for marketing purposes, sold, or shared outside of Regions unless required by law. Such ... be stored in accordance with regulatory requirements and in conjunction with Regions' Retention Schedule for a minimum of three years. You may review, modify, or… more
- BMO Financial Group (West Palm Beach, FL)
- …business groups as appropriate. + Oversees the provision of content and marketing materials for new business proposals eg special fee arrangements, technical ... administration decisions. + Meets high-quality service standards to maximize relationship retention and growth. + Develops rapport and instills confidence with the… more
- Citigroup (Miami, FL)
- …May require standing 60-70% of the work day + Ability to use the various marketing tools and digital technology available in the branch to present product offers and ... the appropriate partners as necessary (eg leverage video conference for FA, mortgage specialist , etc.) + Take full ownership of clients' problems to resolve client… more
- HCA Healthcare (Miami, FL)
- …and customer service. + May participate on teams to improve operations, staff retention and employee engagement. + Works assigned schedule and notifies management of ... drills. + Is supportive of company-sponsored community activities and marketing initiatives. + Completes incident occurrence reports timely and appropriately.… more