- Truist (Sarasota, FL)
- …Financial Advisors in servicing clients including preparing financial plans, conducting investment research and completing client trades and transactions. 2. ... business development assistance, and providing a consistent and effective level of client servicing when the Financial Advisor is unavailable. ESSENTIAL DUTIES AND… more
- PNC (Sarasota, FL)
- …retains an investment and insurance book of business. Owns the client experience, efficiently handling sales and service , identifying sales and/or executing ... education and visibility among branch staff. In partnership with branch manager and/or investment sales associate , leads the branch team on actions to achieve … more
- Bank of America (Port Charlotte, FL)
- …in the lobby to educate and assist with conducting transactions through self- service resources, such as mobile banking, online banking, or ATM. Key responsibilities ... and network by partnering with experts in small business, lending, and investments + Manages financial center traffic, appointments, and outbound calls effectively +… more