- Truist (Tampa, FL)
- …Responsible for developing and deepening client relationships through needs-based, high-level client service and through delivery of the full suite of Truist ... specialists and IRM partners who are designated to support client service and business development efforts (eg...needed * 8 or more years of sales and client management experience in Wealth Management and… more
- Truist (Tampa, FL)
- …experience. 14. Continually render responsive and professional personal service to Wealth clients 15. Can attend client events/meetings, as needed, with ... client and advisor support to a team of Wealth Advisors managing a portfolio of high net-worth clients....client and advisor operational requests to a centralized service team as appropriate. ESSENTIAL DUTIES AND RESPONSIBILITIES Following… more
- Truist (Tampa, FL)
- …our investment process and recommendations. 3. As a key member of the Truist Wealth client facing team, share responsibility for developing and deepening ... client relationships in the Reserve segment of Truist Wealth . The Reserve IM 2will deliver advice proactively based...solve, and deliver to clients the highest level of client service . * Is intensely focused on… more
- Truist (Tampa, FL)
- …May maintain a book of business and will participate in Regional Wealth Management Leadership Teams. ESSENTIAL DUTIES AND RESPONSIBILITIES Following is a summary ... calls on some of the more affluent and sensitive relationships in the assigned Wealth Groups. 3. Work with team members to ensure they achieve personal and team… more
- First Horizon Bank (Tampa, FL)
- …and selling the bank's products and services. This role emphasizes deepening client relationships through excellent service , personalized advice, and proactive ... to bank partners, including but not limited to mortgage, wealth , private client , and business banking +...knowledge to better serve clients by attending relevant sales, service , and product knowledge meetings, training classes, and web-based… more
- First Horizon Bank (Tampa, FL)
- …listed in job posting. **SUMMARY** Provide quality, accurate and timely customer service involving daily processing of financial transactions and opening accounts in ... banking center management. **ESSENTIAL DUTIES AND RESPONSIBILITIES** Sales and service + Provide both teller and platform support as...both teller and platform support as needed to keep client wait times to a minimum and to provide… more
- Truist (St. Petersburg, FL)
- …process, which includes, but is not limited to, the delivery of excellent client service behaviors, support of the Truist segmentation models, full use ... (Integrated Relationship Management [IRM] partners) who are designated to support client service and development efforts (eg banking, mortgage, planning,… more
- HUB International (Tampa, FL)
- …Works closely with producers, brokers and other HUB personnel on all aspects of client service , marketing, and renewals while adhering to HUB's best practices ... property, casualty, risk management, life and health, employee benefits, investment and wealth management products and services. With over 18,000 employees in 500+… more
- First Horizon Bank (Tampa, FL)
- …as it relates to the mapping, operational conversion, training, and client communication of deposit products. **ESSENTIAL DUTIES AND RESPONSIBILITIES** * Works ... with various administrative duties, including the investigation and resolution of product-related service and quality issues as identified by the bank or its and… more