- Bank OZK (Bradenton, 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 (St. Petersburg, 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
- JPMorgan Chase (Tampa, FL)
- …Our history spans over 200 years and today we are a leader in investment banking , consumer and small business banking , commercial banking , financial ... are serviced by us. We will consider a client's relationship and experiences across JPMorgan, over any one channel,...line of business. We will analyze the Client and Specialist experiences from beginning to end and deliver industry-leading… more
