- Truist (Tampa, FL)
- …all monies assigned. Deliver superior quality service, identifying and understanding the client 's financial needs. Cross-trained to support sales and service ... Area Leader and/or Branch Leader Provide timely and efficient completion of client transactions while maintaining accurate records and thorough proper handling of… more
- Truist (Winter Park, FL)
- …(United States of America) **Please review the following job description:** Provides in-office client and advisor support to a team of Wealth Advisors managing a ... advisor(s) to meet the needs and objectives of the client and will serve as the primary point of...data (ie pipelined reports and referrals) 3. Support the sales and retention efforts by scheduling appointments, making follow… more
- Acosta Group (Jacksonville, FL)
- …and execute growth plans based on strategic intent set by VP/MD & Client . The Business Account Manager provides direction to Customer Managers to optimize ... annual/quarterly Client business plans. They will be the key point...activation plans for each key initiative + Attend Customer Sales Calls with the Customer Manager Team where appropriate… more
- Oracle (Tallahassee, FL)
- …internal teams to align offerings with PE firm needs. Track and analyze sales performance, pipeline activity, and client feedback to optimize strategies. ... Understand PE firms' investment strategies and value-creation goals to tailor sales pitches. Act as a trusted advisor, providing insights and solutions tailored to… more
- Acosta Group (Tallahassee, FL)
- …and the company's presence in their region. The primary job is to increase sales volume by creating brand advocates for Verizon Value products and services within ... key retailers. This role drives strategic initiatives for increased sales and market share through retail sales ...online reporting system. + Must be adaptable to last-minute client requests or program pivots ("fire drills") that may… more
- Oracle (Tallahassee, FL)
- …technical/systems consulting, technical support, facilities, finance, human resources, logistics, marketing, sales or developmental training in sales or for ... delay or inhibit renewals. Identify and transfer leads to sales reps for new opportunities. Accurately forecast business targets...Will Do** The primary focus of the Support Renewal Representative is to act as a customer liaison for… more
- Truist (West Palm Beach, FL)
- …fee-based services to existing and prospective clients with $75MM to $500MM in annual sales . Leverage the CCB Industry & Advisory teams as appropriate to create the ... optimal client experience. Refer business and personal financial needs of...change from time to time. 1. Leverage the Truist Sales Process, Financial Insights, Industry & Advisory team, and… more
- First Horizon Bank (Longwood, FL)
- …banking environment. Often serving as the first point of contact to the client , may have responsibility for recommending bank products or referring clients to other ... areas of the Bank. Develop and retain long-term and profitable client relationships to maximize revenue growth. Responsible for maintaining high customer service and… more
- Truist (Orlando, FL)
- … client relationships. Demonstrated experience and success in meeting and exceeding sales goals, identifying and delivering on client needs 7. Strong written, ... law firms through the development and retention of long term, profitable client relationships. The Legal Specialty Group (LSG) provides financial advice and… more
- HCA Healthcare (Sunrise, FL)
- …qualifications as part of the ongoing training process. . Work closely with the client representative to relay a full understanding of the candidate's interests, ... needs prior to contacting candidates; address any questions with the client representative . . Submits weekly activity/call reports concerning candidate related… more