- Raymond James Financial, Inc. (St. Petersburg, FL)
- **Essential Duties and Responsibilities:** + Partner with Banking Consultant (BC) and Financial Advisor ( FA ) to provide sound financial advice, training and ... relationships and position as a key member of an FA 's and branch management's team. + Consistently conduct/complete branch...reviews, and call reports. + In conjunction with Banking Consultant , conduct regular team meetings with Cash, SBL and… more
- TEKsystems (St. Petersburg, FL)
- …with our home office departments to resolve problems. * Assists with new FA and branch paperwork, including but not limited to, opening accounts, transferring ... liaison to Business Development, Private Client Group Education and Sales Management. * Acts as the primary point of...and deadlines. * Provide a high level of customer service in a calm, courteous and professional manner. *… more
- IBM (Tucson, AZ)
- …Ledger, Accounts Payables, Accounts Receivables, Expenses, Cash Management, Fixed Assets) Pre- sales / Sales * Facilitate initial discovery calls - assess and ... Oracle Cloud Financials to prospective customers * Stay current with all service offerings - cross application, cross-geography * Stay current with Oracle products… more
Related Job Searches:
Consultant,
FA,
Sales,
Sales Consultant,
Service,
Service Sales,
Service Sales Consultant