- Regions Bank (Summerfield, FL)
- …into the careers section of the system. **Job Description:** At Regions, the Relationship Banker II is responsible for meeting with customers and prospects ... competitive, as well as motivated to work as a team to achieve a common goal. This requires a...Conducts outbound phone calls using generated customer and prospect lead lists to expand existing customer relationships and acquire… more
- TD Bank (Winter Garden, FL)
- …role. **Line of Business:** Personal & Commercial Banking **Job Description:** The Retail Banker II Float is a Customer liaison that is integral to delivering TD's ... TD solutions that help Customers achieve their financial goals and optimize their relationship with TD. This role is accountable for working in multiple locations;… more
- Bank of America (The Villages, FL)
- …Client Associates help clients pursue the life they envision through a personal relationship with their advisory team committed to their needs. We believe ... insights of Merrill coupled with the banking convenience of Bank of America. At Merrill, we empower you to...and within our employees and clients. Our Wealth Management team represents an array of different backgrounds and bring… more
- Truist (Celebration, FL)
- …to fulfill the Purpose Mission and Values for client's financial success and team empowerment. 6. Partnership with Integrated Relationship Management (IRM) and ... to Small Business, Mass Affluent, Community Heroes, and Integrated Relationship Management (IRM) partnership. 3. Drive branch revenue through...all IRM and key line of business partners to lead and promote One Team culture within… more
- PNC (Ocala, FL)
- …to contribute to the company's success. Financial Advisors are based within a bank branch and work within a highly collaborative circuit of branches and manage ... clients meet their savings, investing and retirement goals. Our team of financial planning experts guide you in creating...results and pipeline management. Meets service level agreements on lead and referral follow up. Adheres to all applicable… more