- Citigroup (Jacksonville, FL)
- The Intermediate Associate Telesales Representative is a Client Service and Sales support position, fully responsible for servicing and supporting internal ... in becoming new clients. + Responsible for executing specific client contact campaigns as defined by Sales ...specific client contact campaigns as defined by Sales Management/Segments. + Responsible for proactively contacting clients to… more
- Truist (Homosassa, FL)
- …Serve as primary relationship manager for a portfolio of financially complex client relationships within the defined mass affluent market segment within the Truist ... job entry], serves to establish new managed portfolio of financially complex client relationships within the defined mass affluent market segment within the Truist… more
- First Horizon Bank (Fort Myers, FL)
- …to existing clients to deepen relationships. Perform related duties ie outbound sales calls as required to achieve banking center goals (meet/exceed sales ... support to banking center management. **ESSENTIAL DUTIES AND RESPONSIBILITIES** Sales and service + Provide both teller and platform...both teller and platform support as needed to keep client wait times to a minimum and to provide… more
- First Horizon Bank (Boca Raton, FL)
- …to existing clients to deepen relationships. Perform related duties ie outbound sales calls as required to achieve banking center goals (meet/exceed sales ... support to banking center management. **Essential Duties and Responsibilities** ** Sales and service** + Provide both teller and platform...both teller and platform support as needed to keep client wait times to a minimum and to provide… more
- Citigroup (Jacksonville, FL)
- The Intermediate Associate Telesales Representative is a Client Service and Sales support position, fully responsible for servicing and supporting internal ... in becoming new clients. + Responsible for executing specific client contact campaigns as defined by Sales ...specific client contact campaigns as defined by Sales Management/Segments. + Responsible for proactively contacting clients to… more
- Towne Park (Clearwater, FL)
- …+ Advises Leadership and Sales of any changes in position at the client location. Specifically, name, where they came from, where they are going + Monitors ... make an impact. When we see a customer, a client or one of our own team members smile,...and leads for new opportunities + Keeps leadership and sales teams advised on known changes to Ownership Groups/Management… more
- City National Bank (Tallahassee, FL)
- …LENDING MORTGAGE BANKER* WHAT IS THE OPPORTUNITY? This position is responsible for sales of first mortgage and concurrent second loan products to existing and ... potential banking diverse segment clients. Community Loan Officer duties include outside sales activities to cultivate new business and expand CNB's client … more
- Truist (Ocala, FL)
- …internal referrals, ensuring alignment to the client segmentation model and the client 's best interests. 4. Utilize a consultative sales process to partner ... licenses. 3. Applicable state health and life insurance licenses. 4. Securities sales and client relationship management experience 5. Organized and… more
- First Horizon Bank (Miami Lakes, FL)
- …with TM Sales and TM Operations. Capture and illustrate the client experience to highlight its applications across different industries and for internal teams. ... services. The ideal candidate will drive product strategy, enhance client experience, and accelerate product adoption while working within...revenue cycle. + Serve as a technical Treasury Management sales resource and participate in key sales … more
- Truist (Tampa, FL)
- …continuing education requirements are met where needed * 8 or more years of sales and client management experience in Wealth Management and a demonstrated ... operational efficiency Required Qualifications: The requirements listed below are representative of the knowledge, skill and/or ability required. Reasonable...CPWA and CPA * 5 or more years of sales and client management experience in the… more