- TD Bank (Plant City, FL)
- …contributes to the growth and profitability of our Consumer Business through the management of a Store portfolio including deposits, loans, fees and expenses. Leads, ... the customer first and referring them to the right Specialist to ensure we are meeting their needs and...advice to customers. **Depth & Scope:** + Provides people management leadership by hiring the best talent, setting goals,… more
- Citigroup (Miami, FL)
- …thoroughly understand the client situation and utilize that knowledge to develop tailored wealth management strategies. Private Bankers are able to add value to ... for strategic advice on financial matters + Create, organize, and implement a wealth management strategy designed to deepen relationships with existing clients +… more
- Parker Hannifin Corporation (Miami, FL)
- …for other roles in Parker that may be a good fit. CUSTOMER SERVICE SPECIALIST - MILITARY Job Designation Provides support and prioritization for team through best ... & upselling, RMA's, credits, reports, follow-up/status (Pre-and Post Award), and resolution/relationship- management . As a major contributor to the achievement of our… more
- Truist (Tampa, FL)
- …Certified Financial Planner (CFP), Chartered Financial Analyst. (CFA), Accredited Asset Management Specialist AAMS(R) , Certified Trust and Financial Advisor ... and marketing new products to existing clients. Successfully participate in the sales management process, which includes, but is not limited to, the delivery of… more
- Edward Jones (West Palm Beach, FL)
- …early due to the volume of applicants. Edward Jones has developed a new wealth management offering tailored to meet the unique needs of high-net-worth (HNW) ... products and services, and ongoing reporting and support. The Client Concierge Specialist will play a critical role in helping serve our high-net-worth clients.… more
- Anywhere Real Estate (Jacksonville, FL)
- …team success. This includes: + Manage capacity and workflow of each Specialist . + All aspects of hiring, interviewing and on-boarding. + Staff orientation/training. ... approve timecards. + Perform annual performance reviews and performance management as needed. **Collaboration and Service:** Act as main...each of its companies are locally staffed, with a wealth of experience in settlement services. We operate in… more