- Bank of America (Jacksonville, FL)
- Consumer Investments - Financial Service ...success + Build your knowledge of core banking and investment solutions and connect clients to all of the ... are guided by a common purpose to help make financial lives better through the power of every connection....brokerage accounts, identifying client needs, and a focus on service to sales with existing Merrill clients. You will… more
- Bank of America (Jacksonville, FL)
- Consumer Investments - Investment Specialist...representative is expected to take 20 to 30 inbound service calls daily to solve for financial needs. ... as a central entry point into a fully licensed financial services career. An Investment Specialist Trainee...SIE, S7 and S66 certifications * Focuses daily on service to sales with existing Merrill clients * Provides… more
- Bank of America (Jacksonville, FL)
- Financial Solutions Advisor - Consumer Investments - Jacksonville Market Jacksonville, Florida;Orange Park, Florida; Ponte Vedra Beach, Florida **Job ... * Has at least one year experience in the investments industry, including investment training and in-depth...Has at least one year experience working in the financial service industry and/or a sales environment… more
- Citigroup (Jacksonville, FL)
- …+ 2-5 years of experience in Client Service and/or Sales within financial services (banking, insurance, investments ) preferred. + Prior work experience in a ... and/or Banking clients. Position is responsible for providing best in class service on Banking and/or Investment inquiries, and ensuring risk is prudently… more
- Wells Fargo (Jacksonville Beach, FL)
- …position + Individuals in Loan Originator (LO) positions must meet the Consumer Financial Protection Bureau qualification requirements and comply with related ... appropriate introductions to address the needs of customers with investment or retirement needs + Provide self- service ...to small business customers + Knowledge and understanding of financial services consumer lending products + Ability… more
- Fifth Third Bank, NA (Jacksonville, FL)
- …week on-boarding and education program that includes rotations in operations and Sales & Service . There will be a certification at the conclusion of the program to ... Banker job family. The Personal Banker I is a Financial Center position focused on using the consultative sales... needs. + Maintain an in-depth knowledge of Retail consumer and small business products/services and recommend appropriate solutions… more
- TD Bank (Jacksonville, FL)
- …Overview:** + Analytics360 (A360) is an AMCB D&A initiative seeking to deliver self- service analytical tools needed for growth to AMCB leadership through a single ... business clients + Relevant TD AMCB subject matter expertise ( consumer bank, commercial bank, marketing, digital, customer analytics) **Customer Accountabilities:**… more
- EverBank (Jacksonville, FL)
- …and processes. **Key Responsibilities and Duties** + Evaluates credit risk of investment business activities to ensure that the activities are in compliance with ... controlled and documented and performs variance analysis between risk information and financial data as needed. + Collaborates across the organization to ensure… more