- TD Bank (Clearwater, FL)
- …relationships by providing advice and guidance to ultimately attract, and retain the customer + Understands customer financial needs to identify ... the teller line or on the platform while uncovering customer financial needs and educating on products,...the following: volunteering, education, military experience preferred + Demonstrated Customer Service skills preferred + Ability to… more
- EverBank (Clearwater, FL)
- …banking experience. + Previous teller and cash handling experience. + Strong customer service and multi-tasking skills. + Operational and universal knowledge ... as financial center managers, relationship managers, small business, commercial banking , and treasury management. This job understands client needs to offer the… more
- Bank OZK (Pinellas Park, FL)
- …banking applications, banking cards, etc. preferred + Experience in retail customer service and/or sales preferred + NMLS preferred (required for lending ... goals. Promote a positive, helpful, and friendly team environment and provide exceptional customer service at all times Essential Job Functions + Cultivate… more
- First Horizon Bank (St. Petersburg, FL)
- …to ensure the banking center delivers quality, accurate, and timely customer service . **ESSENTIAL DUTIES AND RESPONSIBILITIES** Strategic leadership + Coach, ... is responsible for the overall sales, production, profitability and regulatory compliance of a banking center. It is also the responsibility of this position… more
- PNC (Tampa, FL)
- …small businesses As a Relationship Manager Health Care within PNC's Virtual Business Banking organization, you will be based in any PNC office location, and can ... listed in this posting. **Job Description** + The Business Banking - Healthcare Virtual Relationship Manager II is a...of wallet with existing clients. + Identifies more complex customer needs to help them succeed financially by presenting… more
- MUFG (Tampa, FL)
- …and book credit lines into MUFG's booking system. + Maintain a high level of customer service with quick response times and accurate information to internal and ... loan funding mechanics, deal structure, etc. + Demonstrated understanding of financial services, specifically within Wholesale and Investment Banking . +… more
- PNC (St. Petersburg, FL)
- …Skills** Book Of Business, Client Relationship Building, Credit, Credit Products, Customer Engagement, Decision Making, Financial Analysis, Identifying Sales ... As a Relationship Manager I - Business Banker within PNC's Business Banking organization, you will be based in Saint. Petersburg/Florida. PNC Business Bankers… more
- Raymond James Financial, Inc. (St. Petersburg, FL)
- …fast paced environment with frequent interruptions. + Provide a high level of customer service . + Establish and maintain effective working relationships with ... credit information and analyzes both publicly reported and privately disclosed financial information. Guidance from individual Manager and assigned Corporate Bankers… more
- USAA (Tampa, FL)
- …School Diploma or General Equivalency Diploma required. + Up to 1 year of customer service , financial services member contact experience or military ... **It is all about learning and growing.** Our Bank Customer Service role may be a new...financial security of members through needs-based sales and service conversations on a single Banking line… more
- Bank of America (Dunedin, FL)
- …engaging clients in the lobby to educate and assist with conducting transactions through self- service resources, such as mobile banking , online banking , or ... Relationship Banker - Dunedin Financial Center Dunedin, Florida **Job Description:** At Bank...confident in educating clients on how to conduct simple banking transactions through self- service technologies (for example,… more
- Bank of America (Tampa, FL)
- …engaging clients in the lobby to educate and assist with conducting transactions through self- service resources, such as mobile banking , online banking , or ... Relationship Banker - Tampa Palms Financial Center Tampa, Florida **Job Description:** At Bank...confident in educating clients on how to conduct simple banking transactions through self- service technologies (for example,… more
- Bank of America (Tampa, FL)
- …This job is responsible for serving as the first point of contact for financial center clients, helping to uncover personal banking needs of both individual ... routinely met or exceeded. * Experience with financial information, spreadsheets and financial skills. * Knowledge of banking products and services. * Strong… more
- Bank of America (Largo, FL)
- …investment products and services. * Has at least one year experience working in the financial service industry and/or a sales environment where goals were met or ... banking and investments strategies that align with client financial goals and needs * Triages client requests and...* At least three years' experience working in the financial service industry and/or a sales environment… more
- Raymond James Financial, Inc. (St. Petersburg, FL)
- …The Trainee will balance new client development, sales activities, investment management, customer service and compliance with personal and professional growth ... required production. + Provides a high level of client service . + Manages the full scope of a client...of** + Economic and accounting principles and practices. + Financial markets, banking , and financial … more
- Wells Fargo (Temple Terrace, FL)
- …based on customers' needs + Analyze tactical business challenges related to full- service banking experience to emerging affluent and high-value customers + ... outlined in the job expectations below **Required Qualifications:** + 2+ years of customer service experience, or equivalent demonstrated through one or a… more
- TD Bank (Largo, FL)
- …product features and benefits based on Customer needs with more complex banking needs ultimately building Customer financial confidence; ensuring these ... offers, and economic trends to support advice recommendations that support Customer financial empowerment + Effectively handles critical and/or high-risk… more
- TD Bank (Tampa, FL)
- …relationship management for an assigned portfolio /segment and/or geography + Delivers exceptional customer service at every interaction and execute on plans to ... as top level expert within the company in a customer segment or product/ service line with responsibility...referral sources for new business + Excellent credit and financial analysis skills + Effective negotiation skills ** Customer… more
- TD Bank (St. Petersburg, FL)
- …degree or equivalent experience + 3+ years relevant experience required (retail, customer service , and/or financial services industries) + Business ... and/or advice-giving service strategies and tactics to improve the overall customer experience which includes improving overall financial confidence in both… more
- JPMorgan Chase (Tampa, FL)
- …we are a leader in investment banking , consumer and small business banking , commercial banking , financial transaction processing and asset management. We ... this is the team for you. As a Client Service Manager in the Global Client Services department, you...initiatives. + Manage daily processes regarding the investigation of customer inquiries, overseeing the prioritization and distribution of work… more
- Regions Bank (Clearwater, FL)
- …more information. **Requirements** + High School Diploma or GED + Two (2) years of banking , sales, and/or customer service experience + Ability to handle ... Ability to handle multiple priorities simultaneously + Ability to provide excellent customer service + Excellent relationship-building skills + Proficiency in… more