- First Horizon Bank (Orlando, FL)
- …the link or copy the site into your address bar: Virtual Banker - Client Experience Associate (https://vimeo.com/583581121/70590a16d5) Get ready for an ... exceptional experience to our clients. As a Virtual Banker , you'll work both independently and...is an opportunity to strengthen the bond between the bank and the client , all while living… more
- Truist (Orlando, FL)
- …This is an experienced individual contributor focused on providing a distinctive client experience anchored in care, expertise, and financial solutions delivery ... make recommendations for products and services that align with client needs. 2. Supports the Virtual Solutions...according to workforce managed schedule to deliver an exceptional client experience for inbound calls. 5. Manages/solves… more
- Finexio (Orlando, FL)
- …the ability to adapt to a changing environment. The ideal candidate will have client operations experience within the financial sector and an understanding of ... and is backed by investors JP Morgan, Discover, NBH Bank , Mendon Venture Partners, and Valley Bank ....much so they are also customers and partners. The Client Operations Lead is a hybrid position (Transactional Monitoring… more
- Finexio (Orlando, FL)
- …resolution of case inquiry is seamless + Build strong, positive relationships with client base Requirements Experience Desired + Excellent written and verbal ... and is backed by investors JP Morgan, Discover, NBH Bank , Mendon Venture Partners, and Valley Bank ....much so they are also customers and partners. The Client Operations Associate is responsible for delivering extraordinary customer… more
- Truist (Winter Park, FL)
- …with clients. The teammate will support workload management, and triage and delegate client and advisor operational requests to a virtual team. ESSENTIAL DUTIES ... virtual team 2. Work closely with a virtual team to ensure client and advisor...role as a Wealth Support Specialist or equivalent work-related experience 2. Excellent organizational skills with the ability to… more
- Truist (Orlando, FL)
- …for consultative sales of Treasury Solutions (TS) products and services to assigned client group (ie, Corporate and Investment Bank , Commercial Real Estate, ... line of business and other internal partners to identify and drive client and prospect sales opportunities to achieve/exceed revenue and portfolio growth objectives… more
- Finexio (Orlando, FL)
- …raised over $65m in investment and is backed by investors JP Morgan, Discover, NBH Bank , Mendon Venture Partners, and Valley Bank . These investors believe in the ... customers. The role will build strong relationships with cross departmental managers and client staff to achieve adoption of the Finexio platform and maximize value… more
- Truist (Orlando, FL)
- …+ Ensure Credit and Banking Solutions are delivered and serviced with a "perfect client experience " + Build strong relationship with Complex and Team Directors ... and insurance with Wealth segment clients. Located within a virtual , the Wealth Private Advisor will act as the...sales activity, pipeline and other pertinent information using the bank 's client relationship management (CRM) system. +… more
- Finexio (Orlando, FL)
- …and maintaining client relationships. Requirements . Ten (10) years of experience in one or more of the following areas: Finance, Sales, Operations, Marketing ... and is backed by investors JP Morgan, Discover, NBH Bank , Mendon Venture Partners, and Valley Bank ....and partners. Finexio is committed to delivering an exceptional experience to all our potential customers. As the Account… more
- Finexio (Orlando, FL)
- …raised over $65m in investment and is backed by investors JP Morgan, Discover, NBH Bank , Mendon Venture Partners, and Valley Bank . These investors believe in the ... committed timelines. Requirements . 10 years of demonstrated hands-on experience in software development and a minimum of 3...Working at Finexio: . Culture: We are a humble, client -first team that is focused on collaborative data-driven success.… more