- Truist (Fort Lauderdale, FL)
- …Specific activities may change from time to time. 1. Engage with the Wealth Advisor and Investment Manager as a team to provide advice and solutions which meet ... and prospect meetings, individually when necessary, providing advice regarding trust and state administration, discretionary actions, modification or termination,… more
- Citizens (West Palm Beach, FL)
- Description The Business Banking Treasury Sales Specialist II is responsible for selling or refining the breadth of transaction services solutions to new and ... own self developed resources. + Act as a Trusted Advisor to clients; understand their needs and recommend solutions...and act on customer readiness to buy. + Gain trust and confidence of others. Always puts the client… more
- First Horizon Bank (Boca Raton, FL)
- …other departments and fulfills cross-sell opportunities. + Acts as a financial advisor by educating the customer about financial strategies (eg Financial planning, ... subsidiaries offer commercial, private banking, consumer, small business, wealth and trust management, retail brokerage, capital markets, fixed income, and mortgage… more