- Truist (Miami, FL)
- …designated to support client service and business development efforts (eg credit , mortgage, planning, investment, trust and fiduciary services, and insurance ... retention and prospect referrals. This includes effectively executing on the specialist delivery model utilizing both centralized and regionalized partners to… more
- Truist (Pembroke Pines, FL)
- …the following job description:** Serve as primary relationship manager for a portfolio of financially complex client relationships within the defined mass affluent ... segment within the Truist footprint. (In a de novo circumstance [limited established portfolio of clients upon job entry], serves to establish new managed … more
- BMO Financial Group (Miami, FL)
- …evaluation and sustainment of initiatives. + Manages the risk of the assigned complex portfolio in a timely and precise manner. + Directly manage the annual review ... daily sales contact for clients on sales related questions such as product information, pricing, implementation timeframes and requirements. + Gathers data to… more
- Fiserv (Miami, FL)
- …C-Suite executives, Finance, Treasury, HR, Security, Fraud, IT, marketing, and operations, product specialist , product management, pricing, compliance, risk ... quickly, reliably, and securely. Any time you swipe your credit card, pay through a mobile app, or withdraw...will align prospect's vision and requirements with our solutions portfolio to deliver differentiated customer value and understand the… more
- Deloitte (Miami, FL)
- …Form 8993, Form 8975, and Form 1118 + Experience with foreign tax credit (FTC) planning including gathering income sourcing data and performing computations of FTC ... - Certified Business Analysis Professional + Certified SAFe Lean Portfolio Manager + Certified SAFe Architect + Certified SAFe...+ Certified SAFe Agile Software Engineer + Certified SAFe Product Owner / Product Manager + Certified… more