- Bank OZK (Boca Raton, FL)
- Job Purpose & Scope Responsible for utilizing knowledge of banking products and services to build professional relationships with customers and engaging in ... uncover needs, make appropriate recommendations, and submit referrals to banking center team members or line of business partners....others. + Provide backup and assistance to other retail banking roles and locations, as necessary. + Model and… more
- JPMorgan Chase (Palm Beach Gardens, FL)
- …unparalleled service. As a Client Experience Specialist in the Firm's Consumer and Community Banking 's division, you will be instrumental in delivering ... Come join JPMorgan Private Client as a Client Experience Specialist to support a team that is dedicated to...by taking client inquiry calls, assisting with analyzing client's banking relationship and conducting business calls with… more
- Truist (Royal Palm Beach, FL)
- …need or referring the client to the appropriate branch team members or specialist . 4. Understand the importance of Integrated Relationship Management (IRM) to ... focus on assisting with outbound calling and supporting Integrated Relationship Management (IRM) activities. ESSENTIAL DUTIES AND RESPONSIBILITIES Following is… more