- First Horizon Bank (Altamonte Springs, FL)
- …knowledge and customer priorities + Draws from experience, completed financial plans and specialist support to appeal to the customer's life stage, financial ... day to day operations of the center + Provide training, guidance and support to teammates + Supervising all staff; appropriately delegates duties and tasks, training… more
- Truist (Winter Park, FL)
- …but is not limited to, the delivery of excellent client service behaviors, support of the Truist segmentation models, full use of the automated sales process ... and support of referral processes and guidelines. Monitor, maintain and...clients. (Banking experience may include a combination of Retail, Wealth , Advisory, and/or Retail Lending experience.) 3. Advanced knowledge… more