- Bank of America (Fort Lauderdale, FL)
- …include serving as the primary point of contact or trusted advisor , collaborating with teammates, and facilitating client relationships with teammates. This ... of credit, term loan financing (real estate/acquisition financing etc.), DDA / Treasury products, Merchant Services, 401k & Employee Benefits services. The ideal… more
- JPMorgan Chase (West Palm Beach, FL)
- …role in the business development process, acting as a trusted advisor to Business Relationship Managers-Acquisition (BRM), Business Development Managers (BDM), their ... Results - Individually and as a Team + Serves as Trusted Advisor through understanding the client's needs through strategic, consultative conversations; Leverages… more
- Cengage Group (Jacksonville, FL)
- …accounting and reporting matters as needed. + Serve as a trusted advisor to business divisions on technical accounting implications of new products, services, ... including transfer pricing and segment reporting. + Collaborate cross-functionally with Tax, Treasury , Legal, and FP&A teams. + Lead all aspects of corporate… more
- JPMorgan Chase (Tampa, FL)
- …client growth and efficiency opportunities. **Job responsibilities:** + Act as key advisor to the client, providing advice and consultation on decision making + ... product/service gaps and development opportunities, leveraging the full array of Treasury Services product capabilities + Use product knowledge to recommend and… more
- CBRE (Tallahassee, FL)
- …with key decision-makers - particularly within corporatetax, treasury ,finance,accountingandC-Level executives. + Develop tailored messaging and outreach ... and Renewables. **Client Relationship Management** + Serve as a trusted advisor tohigh valuecorporate buyersthroughout the transaction lifecycle. + Maintain frequent… more
- JPMorgan Chase (Tampa, FL)
- …for each client within your assigned portfolio, and a senior leader as trade advisor for complex Letter of Credit transactions. The assigned client portfolio may be ... of Credit + Serve as a liaison between the Relationship team, Operations, Treasury Management, Sales and Implementations to provide the best service to the client,… more
- Wells Fargo (Miami, FL)
- …proactively but strategically, managing expectations, and soliciting feedback; act as an advisor to guide and influence others in growing relationships + Act as ... an advisor to senior leadership to develop, influence, or lead...loan servicing, products, and credit practices + Experience leveraging Treasury Management products and services + Established local in-market… more
- Anywhere Real Estate (Jacksonville, FL)
- …day-to-day accounting support to business units while serving as a strategic advisor to ensure alignment and cohesion across the accounting organization + ... controls. Work closely with departments such as operations, FP&A, legal, and treasury to support business initiatives + Simplify, standardize and consolidate common… more
- Banco Popular Puerto Rico (Miami Lakes, FL)
- …on the small and medium enterprise client segment. Serves as a "trusted advisor ", developing relationships with clients based on the clients' business objectives and ... are most appropriate for their situation + Cultivate internal partnerships with Treasury Management, Private Banking, Wealth Management, and Branch teams to provide… more
- Deloitte (Miami, FL)
- …and long-term profitability by designing new operating models and enabling treasury transformation through execution of operational roadmaps. Here, you'll lead ... tackle complex challenges but also position you to thrive as a strategic advisor -driving impact, fostering innovation, and shaping the future for our clients and… more