- Bank OZK (Tampa, FL)
- Job Purpose & Scope Responsible for utilizing knowledge of banking products and services to build professional relationships with customers and engaging in ... uncover needs, make appropriate recommendations, and submit referrals to banking center team members or line of business partners....others. + Provide backup and assistance to other retail banking roles and locations, as necessary. + Model and… more
- EverBank (Clearwater, FL)
- ** Banking Specialist ** The Banking Specialist promotes the organization's banking services, recognizes sales opportunities, opens accounts, delivers ... appropriate introductions to team specialists such as financial center managers, relationship managers, small business, commercial banking , and treasury… more
- Bank of America (Tampa, FL)
- …(RM), Advisor Development Program (ADP) RM, Credit Solutions Advisor (CSA I), or Relationship Manager Business Owner Specialist (RMBOS) at Bank of America for ... point of contact for financial center clients, helping to uncover personal banking needs of both individual and small business clients, offering appropriate… more
- Truist (Clearwater, FL)
- …need or referring the client to the appropriate branch team members or specialist . 4. Understand the importance of Integrated Relationship Management (IRM) to ... focus on assisting with outbound calling and supporting Integrated Relationship Management (IRM) activities. ESSENTIAL DUTIES AND RESPONSIBILITIES Following is… more