- Bank OZK (Punta Gorda, 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
- Bank OZK (Fort Myers, FL)
- …of authority, as needed. + Proactively serve as a role model for banking center team members and coach relationship -building activities. + Collaborate ... providing sales leadership and coaching to team members, utilizing knowledge of banking products and services to build professional relationships with customers and… more
- Bank of America (Port Charlotte, FL)
- Financial Solutions Advisor Registration Candidate - Consumer Investments - Murdock Financial Center Port Charlotte, Florida **Job Description:** flThis job will be ... we connect with 67 million clients through a growing specialist workforce and our world-class digital platform. With each... workforce and our world-class digital platform. With each relationship and connection, we are looking to provide care… more
- Truist (Port Charlotte, 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