- Citigroup (Tampa, FL)
- … Analyst is an intermediate-level role responsible for supporting the NAM Wealth Banking Operations team by performing client authentication and transaction ... validation. The role involves direct client interaction, ensuring the authenticity of financial instructions, and timely execution of high-value transactions while… more
- JPMorgan Chase (Miami, FL)
- …region, and use resulting analyses to provide personalized financial advice and wealth management strategies tailored to LATAM clients' goals and risk tolerance. ... strategies accordingly, and use insights to inform strategic decision-making and client advisory. Propose/present and explain in Spanish a range of banking… more
- Regions Bank (Orlando, FL)
- …Responsibilities** + Administers and oversees the most complex transactions and client relationships, demonstrating a thorough understanding of client ... in sales presentations + Determines the financial viability and associated risks of client business + Oversees and provides exceptional service for client … more
- First Horizon Bank (Miami, FL)
- …will manage operational relationships with internal and external partners, advocate for client and associate needs, and enable data-driven decision-making to ... meet business and client goals. **Responsibilities:** + Provide daily and operational support...its subsidiaries offer commercial, private banking, consumer, small business, wealth and trust management, retail brokerage, capital markets, fixed… more
- First Horizon Bank (Marco Island, FL)
- …needs and "handing off" the processing of these applications to the appropriate associate . Client experience + Research and resolve problems and respond to ... both teller and platform support as needed to keep client wait times to a minimum and to provide...its subsidiaries offer commercial, private banking, consumer, small business, wealth and trust management, retail brokerage, capital markets, fixed… more
- Regions Bank (Clearwater, FL)
- …managed accounts. **Primary Responsibilities** + Manages a book of either Private Wealth or Institutional Clients by serving as the Portfolio Manager + Works ... development investment objectives and goals through discussion and identification of client priorities + Implements and communicates investment related changes based… more
- First Horizon Bank (Coral Gables, FL)
- …Management + Employee Engagement Programs + First Horizon Foundation Administration + Client Event Support **This role works closely with regional and market ... leadership to:** + Support a market strategy that drives client growth and revenue + Support banking teams to...market level CRA donation goals and objectives + Fostering associate engagement in the community and in the workplace… more
- Edward Jones (Safety Harbor, FL)
- …clients to help them achieve their long-term financial goals: retirement, building wealth , estate strategies, funding education and more. As a financial advisor with ... contribute to the firm's purpose. They deeply understand the client 's goals and why they are important to accelerate...State insurance licenses will be required. + As an associate , you are required to complete ongoing training offered… more
- First Horizon Bank (St. James City, FL)
- …(Firstpower) culture. Promote a positive work culture by increasing and supporting associate engagement. + Represent the company in a professional manner, including ... Establish and nurture relationships with key clients and partners to expand the client base. Proactively collaborate with and refer to key line of business partners… more
- SCI Shared Resources, LLC (Jacksonville, FL)
- Our associates celebrate lives. We celebrate our associates. Accountable for serving client families by making at need cemetery arrangements and selling pre-need ... levels to ensure productivity **Build Relationships with Families** + Responds to client inquiries in a timely, respectful, sensitive and professional manner +… more