- TD Bank (Clearwater, FL)
- …customer relationships, putting the customer first and referring them to the right Specialist to ensure we are meeting their needs and providing the best advice ... growing talent, developing skills and capabilities to achieve career goals, support project/initiative success and achieve business results + Accountable for… more
- Wounded Warrior Project (Jacksonville, FL)
- …(remote), or comparable surrounding areas. The Wounded Warrior Project (WWP) Major Gifts Specialist is a member of WWP's fundraising team. The Major Gifts ... Specialist stewards a portfolio of major gift donors and...Travel to meet with existing and prospective donors in support of program objectives. + Establish effective working relationships… more
- Bank of America (Tampa, FL)
- …specifically focused on Special Investigations, Global Markets, or Global Wealth and Investment Management. In the investigative role, the Investigator ... for coverage over Special Investigations, Global Markets, or Global Wealth and Investment Management **Responsibilities:** + Completes investigations while… more
- 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 ... Job Description A Bilingual (Spanish and English) Service Officer provides service support to the Citi Private Latin America businesses. Their focus is to ensure… more
- Truist (St. Petersburg, FL)
- …but is not limited to, the delivery of excellent client service behaviors, support of the Truist segmentation models, full use of the automated sales process ... and support of referral processes and guidelines. Monitor, maintain and...banking, investments, and/or retail lending. (experience may include Retail, Wealth , Advisory, and/or Retail Lending experience) or one years'… more
- Paycom Online (Tampa, FL)
- …**RESPONSIBILITIES** + Works closely with Outside Sales Representative and Transition Specialist Representative to ensure a smooth and effective transition of client ... Maintains relationships at C-level and throughout the organization in support of providing business solutions and tools. + Conducts...+ Employee Stock Purchase Program to help you build wealth for the future + Company + team-based events… more
- DriveTime (Sanford, FL)
- …consultative selling and strategic influence. + Delivering impactful training and support , empowering dealers with a deep understanding of GoFi's programs, tools, ... the dealer experience and ensuring seamless coordination with their assigned Dealer Specialist to close deals and maximize value. + Analyzing performance metrics,… more