- Citigroup (Miami, FL)
- …opportunities to grow portfolio. + Proactively source, acquire and expand high value customer relationship by maximizing sale and service opportunities. + Refer ... The Wealth Relationship Mgmt. (Branch) Sr . Analyst SAFE Act is a seasoned professional...(including, but not limited to Lending Consultants and Financial Advisor , Small Business Partners, Relationship Manager, etc.) + Organize… more
- Truist (Boca Raton, FL)
- …of a portfolio of national dealer accounts, serving as their trusted advisor and primary contact. 2. Drive partner engagement by providing ongoing training, ... sales enablement support. 3. Identify and develop new business opportunities for Service Finance 4. Ability to support National dealer account strategies through… more
- Verint Systems, Inc. (Tallahassee, FL)
- …networking abilities. + Strong analytical and critical thinking skills. + Excellent customer service and leadership skills. + Effective and Professional ... are required with the ability to penetrate and establish relationships with customer 's senior -level executives. + Travel approximately 30-50%. + Successful… more
- Raymond James Financial, Inc. (St. Petersburg, FL)
- …priorities. + Handle stressful situations and provide a high level of customer service in a calm and professional manner. **Educational/Previous Experience ... diverse group of advisory teams with guidance provided by senior coaches and management. May lead defined work or...complexity, as well as serve as a technical training advisor to advisory teams. May provide comprehensive solutions to… more
- Deloitte (Miami, FL)
- …14, 2025. Work You'll Do As a Specialist Leader at Deloitte, you serve as a senior advisor to both the firm and our clients, leveraging deep expertise in ... sales pursuits as a pursuit lead or subject matter advisor . Participate in the oral presentation of the proposal... transformation by designing and implementing innovative experiences across customer service , sales, and field service… more
- Bank of America (Destin, FL)
- …Margin, Trust Operations, etc.) + Prior trend analysis experience + Strong customer service , problem resolution, and communication skills + Strong management ... Relationship Manager (MCRM)** is a direct report to the Senior Client Relationship Manager with dual reporting to the...responsible for delivering firm strategy and partners closely with advisor teams to deliver an exceptional client service… more
- BAE Systems (Jacksonville, FL)
- …+ Effective team player and networker + Strong interpersonal, communication and customer service skills **Preferred Education, Experience, & Skills** + Graduate ... brought forward and turned into solutions to support important customer missions? Then we would love to meet you!...advisor and strategic partner to key stakeholders, including senior business and HR leaders. In this capacity, this… more
- TD Bank (Jacksonville, FL)
- …relationship management for an assigned portfolio /segment and/or geography + Delivers exceptional customer service at every interaction and execute on plans to ... existing and new customers. The role is a trusted advisor who, with sensitivity to the customer 's...Highly seasoned professional role requiring substantial expertise in a customer segment or product / service line… more
- Raymond James Financial, Inc. (St. Petersburg, FL)
- …changing priorities, and multiple deadlines. + Provide a high level of customer service . + Maintain strict confidentiality of associate records. ... various branch compensation process and handle related reporting to business unit senior management, financial advisors and staff. Manages processes and projects of… more
- Copeland (Tallahassee, FL)
- …is a hunter and rallies their peers to provide world class products and service across a group of high value, existing accounts. The successful candidate will be ... accounts in the biogas space, striving to achieve Trusted Advisor status with customers and a strong preference for...and competitor notes through Salesforce CRM + Proactively seek customer insights on overall market health, product needs, and… more