- Bank OZK (Port Charlotte, 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
- Truist (Englewood, 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
- First Horizon Bank (Fort Myers, FL)
- …the southern US The Company and its subsidiaries offer commercial, private banking , consumer , small business, wealth and trust management, retail brokerage, ... to achieve market sales objectives for new Treasury Management business. + Attend Relationship Manager sales meetings regularly and serve as key product partner for … more
