- Truist (St. Petersburg, FL)
- …resolution, general research, wire processing, general maintenance, etc. 6. Assist Relationship Managers with portfolio management ensuring accurate client ... Under limited supervision, provide sales, service and loan support to Relationship Managers, Commercial Credit staff, and Sales Leaders managing and supporting… more
- Bank OZK (Bradenton, FL)
- …coaching conversations with leadership. + Demonstrate empathy and proactively resolve client concerns in a timely, professional, and positive manner, escalating ... issues to next level of authority, as needed. + Collaborate effectively with line of business partners to foster teamwork, exceptional customer service, and continuous learning. + Actively promote teamwork, leading by example and taking initiative to assist… more
- Truist (St. Petersburg, FL)
- …shift (United States of America) **Please review the following job description:** Provides client and advisor support to a team of Wealth, Legal Specialty or Medical ... advisor(s) to meet the needs and objectives of the client , and will serve as the primary point of...Identify at-risk relationships at risk and notifies the appropriate relationship manager 4. May serve as the local point… more
- Kimley-Horn (Sarasota, FL)
- …to management. + Assist with month-end and year-end closing processes as needed. Client Relationship Management + Build and maintain positive relationships with ... **Overview** Kimley-Horn is looking for an Accounts Receivable Specialist to join our Sarasota office! This is an in-office position. **Responsibilities** Accounts… more
- Wayfair (Sarasota, FL)
- Sales Specialist Come join the team that is reinventing home! Wayfair is hiring for our Birch Lane retail store! If you are looking for rapid growth, constant ... goals. Lead the use of utilization design tools, CRM software and client accounts for consistent customer experience and record keeping. Master selling essentials,… more
- Allied Universal (Sarasota, FL)
- …Marketing) as well as branch operational leadership, to learn about the client 's needs, position Allied Universal's comprehensive solutions and deliver a seamless ... + Strong organizational skills to effectively plan cold calling, in person client meetings, reporting and goal achievement + Ability to travel throughout all… more
- Raymond James Financial, Inc. (St. Petersburg, FL)
- …agreements, loan documents and closing documents. * May prepare financial advisor and client communications regarding loan and loan terms. * May be responsible for ... documents to fully protect the financial institution's interests in the credit relationship . * Maintains currency in loan processing policies and procedures. *… more
- Truist (St. Petersburg, FL)
- …or referring the client to the appropriate branch team members or specialist . 4. Understand the importance of Integrated Relationship Management (IRM) to ... handling or client service experience 3. Six months of client relationship building or sales experience 4. Excellent interpersonal and communication skills,… more
- Truist (St. Petersburg, FL)
- …Advisory, and/or Retail Lending experience) or one years' experience in a financial client relationship manager role. 3. Advanced knowledge of a broad range ... as primary relationship manager for a portfolio of financially complex client relationships within the defined mass affluent market segment within the Truist… more
- Truist (Sarasota, FL)
- …the collection of premium payments. 16. In concert with Account Manager and Client Service Specialist , effectively resolve workflow issues. 17. Attend seminars, ... from time to time. 1. Serve as consultative point of contact for the client ; identify and understand client needs and provide recommendations with supporting… more
- US Bank (Sarasota, FL)
- …proactively to identify potential problems, compliance issues, or fraud to maximize client satisfaction and encourage expansion of the relationship . Develops ... within delegated authority and/or standard department guidelines, handles day-to-day client calls and transactions and problem resolution, escalating items beyond… more