- Citigroup (Miami, FL)
- …Identify and document new business opportunities for referral to banker or product specialist . + Utilize internal systems to properly support CPB clients and perform ... budget goals of assigned team. Provide banker with suggestions on potential sales opportunities based on perceived client needs, utilizing cash management, large… more
- BMO Financial Group (West Palm Beach, FL)
- Provides high quality sales and service to Trust & Estate clients to deliver an exceptional client experience. Provides technical expertise for all aspects of Trust ... may include delivery of training to audiences. + Performs sales & service support activities as required to meet...Operates at a group/enterprise-wide level and serves as a specialist resource to senior leaders and stakeholders. + Applies… more
- Wolters Kluwer (Tampa, FL)
- …support our TeamMate business unit globally and our CCH Tagetik and Corporate Tax software businesses in North America. Candidates, under general direction, would be ... in M&A, anti-trust, and litigation matters. May be a specialist of superior skill in a specific area of...providing comprehensive legal counseling to the management team and sales leaders of the businesses regarding a broad spectrum… more
- GE Vernova (West Melbourne, FL)
- **Job Description Summary** You are a technical client-focused Solution Specialist who understands emerging energy industry trends and implications on utilities and ... and Complex Integration. **Job Description** **What will you as our new Solution Specialist work on?** + Engage with our utility clients to understand the impacts… more
- Truist (Brooksville, FL)
- …service, identifying and understanding the client's financial needs. Cross-trained to support sales and service activities, with a particular focus on assisting with ... to make banking easier and enhance their service experience. 3. Support team sales process by participating in client outreach through outbound calls, checking for… more
- Truist (Jacksonville, FL)
- …identifying and understanding the client's financial needs. Cross-trained to support sales and service activities as needed. ESSENTIAL DUTIES AND RESPONSIBILITIES ... transactions, cash advances, loan exception clearing. 3. Supports team sales process by making client calls, checking for client...the client to the appropriate branch team members or specialist . 4. Participates fully in all components of the… more
- Truist (Winter Park, FL)
- …and marketing new products to existing clients. Successfully participate in the sales management process, which includes, but is not limited to, the delivery ... behaviors, support of the Truist segmentation models, full use of the automated sales process and support of referral processes and guidelines. Monitor, maintain and… more
- Truist (Jupiter, FL)
- …retention and prospect referrals. This includes effectively executing on the specialist delivery model utilizing both centralized and regionalized partners to ... met where needed * 8 or more years of sales and client management experience in Wealth Management and...dental, vision, life insurance, disability, accidental death and dismemberment, tax -preferred savings accounts, and a 401k plan to teammates.… more
- MyFlorida (Fort Pierce, FL)
- …position serves as a Consolidated Disabled Veterans' Outreach Program (DVOP) Specialist / Local Veterans' Employment Representative (LVER) and is responsible for ... veterans and covered persons (ie, Federal Bonding program, Federal Work Opportunity Tax Credit Eligibility, etc.) + Knowledge of the laws governing veterans'… more
- Truist (Margate, FL)
- …identifying and understanding the client's financial needs. Cross-trained to support sales and service activities as needed. ESSENTIAL DUTIES AND RESPONSIBILITIES: ... need or referring the client to the appropriate branch team members or specialist . 4. Participate fully in all components of the established Truist Retail Community… more