Universal Banker - 20 hr - Clearwater Beach Truist Financial CorpUniversal Banker - 20 hr - Clearwater BeachClearwater, FLGeneral Description of Available Benefits for Eligible Employees of Truist Financial Corporation: All regular teammates (not temporary or contingent workers) working 20 hours or more per week are eligible for benefits, though eligibility for specific benefits may be determined by the division of Truist offering the position. Support team sales process by participating in client outreach through outbound calls, checking for client offers, and identifying client needs or opportunities by fulfilling the need or referring the client to the appropriate branch team members or specialist.
Universal Banker PT/20HR - Ellenton Truist Financial CorpUniversal Banker PT/20HR - EllentonEllenton, FLGeneral Description of Available Benefits for Eligible Employees of Truist Financial Corporation: All regular teammates (not temporary or contingent workers) working 20 hours or more per week are eligible for benefits, though eligibility for specific benefits may be determined by the division of Truist offering the position. Support team sales process by participating in client outreach through outbound calls, checking for client offers, and identifying client needs or opportunities by fulfilling the need or referring the client to the appropriate branch team members or specialist.
Universal Banker - 20hr - Largo Truist Financial CorpUniversal Banker - 20hr - LargoLargo, FLGeneral Description of Available Benefits for Eligible Employees of Truist Financial Corporation: All regular teammates (not temporary or contingent workers) working 20 hours or more per week are eligible for benefits, though eligibility for specific benefits may be determined by the division of Truist offering the position. Support team sales process by participating in client outreach through outbound calls, checking for client offers, and identifying client needs or opportunities by fulfilling the need or referring the client to the appropriate branch team members or specialist.
Private Mortgage Banker Wells Fargo & CoPrivate Mortgage BankerSaint Petersburg, FLRequired Qualifications: • 2+ years of Private Mortgage Banking Sales experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, or education • Basic Microsoft Office skills • Documented retail residential mortgage fundings over the past 12 months referred primarily from established, local, external sources • Excellent verbal, written, and interpersonal communication skills • Mortgage industry experience • Knowledge and understanding of sales prospecting and generating referrals • Customer service experience • Experience working with high net-worth clients. They are accountable for execution of all applicable risk programs (Credit, Market, Financial Crimes, Operational, Regulatory Compliance), which includes effectively following and adhering to applicable Wells Fargo policies and procedures, appropriately fulfilling risk and compliance obligations, timely and effective escalation and remediation of issues, and making sound risk decisions.
Citi Commercial Bank - Relationship Manager - Director Citigroup IncCiti Commercial Bank - Relationship Manager - DirectorTampa, FL$200,000–$300,000 / yearOur bankers support a wide range of financial solutions: working capital, syndicated and bilateral loans, full range of capital markets products, treasury and liquidity management services, foreign exchange, trade finance and derivatives. The role involves day-to-day cooperation and collaboration with products, operations, implementation, and risk management teams at all levels (country, regional and global) in order to source, develop and grow client relationships.
Personal Banker - Town 'N Country - Bilingual, Spanish Highly Required GTE FinancialPersonal Banker - Town 'N Country - Bilingual, Spanish Highly RequiredTown N Country, FloridaMust demonstrate functional knowledge of the Bank Secrecy Act in addition to other Federal laws, including but not limited to the U.S. Patriot Act, Office of Foreign Assets & Control, Anti-Money Laundering, Right to Financial Privacy Act, and the Bank Bribery Act. The Member Relationship Officer will ensure members’ needs are achieved by conducting a thorough financial assessment and recommending the most appropriate products and services fulfilling the member’s immediate and future financial goals.
Personal Banker - Channelside - Bilingual, Spanish Highly Preferred GTE FinancialPersonal Banker - Channelside - Bilingual, Spanish Highly PreferredTampa, FloridaMust demonstrate functional knowledge of the Bank Secrecy Act in addition to other Federal laws, including but not limited to the U.S. Patriot Act, Office of Foreign Assets & Control, Anti-Money Laundering, Right to Financial Privacy Act, and the Bank Bribery Act. The Member Relationship Officer will ensure members’ needs are achieved by conducting a thorough financial assessment and recommending the most appropriate products and services fulfilling the member’s immediate and future financial goals.
Float Sales & Service Representative (Universal Banker) First Citizens BancShares IncFloat Sales & Service Representative (Universal Banker)Tampa, FLOperations and Administration - Comply with all regulations, bank policies, procedures and delegated authorities to manage risk related to credit, operational, reputational, regulatory and legal aspects of personal interactions, customer transactions and financial exposures. Sales Skills: Ability to support team by making client servicing calls, identifying client needs or opportunities by fulfilling the need or referring the client to the appropriate branch team members or specialist.
Sales & Service Representative (Universal Banker) First Citizens BancShares IncSales & Service Representative (Universal Banker)Tampa, FLOperations and Administration - Comply with all regulations, bank policies, procedures and delegated authorities to manage risk related to credit, operational, reputational, regulatory and legal aspects of personal interactions, customer transactions and financial exposures. Sales Skills: Ability to support team by making client servicing calls, identifying client needs or opportunities by fulfilling the need or referring the client to the appropriate branch team members or specialist.
Middle Market Banker I Or II - Tampa Or Jacksonville Truist Financial CorporationMiddle Market Banker I Or II - Tampa Or JacksonvilleTampa, FLPlease review the following job description: Identify, solicit, develop, manage, service, retain and grow long-term profitable middle market relationships in assigned region by offering a full range of loan, deposit, Capital Markets, Treasury, Risk Management and other fee-based services to existing and prospective clients with $75MM to $500MM in annual sales. Champion non-credit financial services activity in the middle market segment, driving fee-based revenue opportunities, including specific efforts to serve the retail banking needs of our clients' owners/management/teammates (e.g.
Universal Banker Pt/20Hr - Ellenton Truist Financial CorporationUniversal Banker Pt/20Hr - EllentonEllenton, FLGeneral Description of Available Benefits for Eligible Employees of Truist Financial Corporation: All regular teammates (not temporary or contingent workers) working 20 hours or more per week are eligible for benefits, though eligibility for specific benefits may be determined by the division of Truist offering the position. Support team sales process by participating in client outreach through outbound calls, checking for client offers, and identifying client needs or opportunities by fulfilling the need or referring the client to the appropriate branch team members or specialist.
Universal Banker - Downtown Lakeland Main Truist Financial CorporationUniversal Banker - Downtown Lakeland MainLakeland, FLGeneral Description of Available Benefits for Eligible Employees of Truist Financial Corporation: All regular teammates (not temporary or contingent workers) working 20 hours or more per week are eligible for benefits, though eligibility for specific benefits may be determined by the division of Truist offering the position. Support team sales process by participating in client outreach through outbound calls, checking for client offers, and identifying client needs or opportunities by fulfilling the need or referring the client to the appropriate branch team members or specialist.
Universal Banker - 20Hr - Largo Truist Financial CorporationUniversal Banker - 20Hr - LargoLargo, FLGeneral Description of Available Benefits for Eligible Employees of Truist Financial Corporation: All regular teammates (not temporary or contingent workers) working 20 hours or more per week are eligible for benefits, though eligibility for specific benefits may be determined by the division of Truist offering the position. Support team sales process by participating in client outreach through outbound calls, checking for client offers, and identifying client needs or opportunities by fulfilling the need or referring the client to the appropriate branch team members or specialist.
Universal Banker - Part Time 20/Hr - Downtown St. Pete Truist Financial CorporationUniversal Banker - Part Time 20/Hr - Downtown St. PeteSaint Petersburg, FLGeneral Description of Available Benefits for Eligible Employees of Truist Financial Corporation: All regular teammates (not temporary or contingent workers) working 20 hours or more per week are eligible for benefits, though eligibility for specific benefits may be determined by the division of Truist offering the position. Support team sales process by participating in client outreach through outbound calls, checking for client offers, and identifying client needs or opportunities by fulfilling the need or referring the client to the appropriate branch team members or specialist.
Universal Banker - Foxwood Truist Financial CorporationUniversal Banker - FoxwoodLakeland, FLGeneral Description of Available Benefits for Eligible Employees of Truist Financial Corporation: All regular teammates (not temporary or contingent workers) working 20 hours or more per week are eligible for benefits, though eligibility for specific benefits may be determined by the division of Truist offering the position. Support team sales process by participating in client outreach through outbound calls, checking for client offers, and identifying client needs or opportunities by fulfilling the need or referring the client to the appropriate branch team members or specialist.
Universal Banker - 20 Hr - Tampa Stadium Truist Financial CorporationUniversal Banker - 20 Hr - Tampa StadiumTampa, FLGeneral Description of Available Benefits for Eligible Employees of Truist Financial Corporation: All regular teammates (not temporary or contingent workers) working 20 hours or more per week are eligible for benefits, though eligibility for specific benefits may be determined by the division of Truist offering the position. Support team sales process by participating in client outreach through outbound calls, checking for client offers, and identifying client needs or opportunities by fulfilling the need or referring the client to the appropriate branch team members or specialist.
Universal Banker - 20 Hr - Clearwater Beach Truist Financial CorporationUniversal Banker - 20 Hr - Clearwater BeachClearwater, FLGeneral Description of Available Benefits for Eligible Employees of Truist Financial Corporation: All regular teammates (not temporary or contingent workers) working 20 hours or more per week are eligible for benefits, though eligibility for specific benefits may be determined by the division of Truist offering the position. Support team sales process by participating in client outreach through outbound calls, checking for client offers, and identifying client needs or opportunities by fulfilling the need or referring the client to the appropriate branch team members or specialist.
NewUniversal Banker - Largo Truist Financial CorporationUniversal Banker - LargoLargo, FLGeneral Description of Available Benefits for Eligible Employees of Truist Financial Corporation: All regular teammates (not temporary or contingent workers) working 20 hours or more per week are eligible for benefits, though eligibility for specific benefits may be determined by the division of Truist offering the position. Support team sales process by participating in client outreach through outbound calls, checking for client offers, and identifying client needs or opportunities by fulfilling the need or referring the client to the appropriate branch team members or specialist.
Middle Market Banker Hancock Whitney BankMiddle Market BankerTampa, FloridaImplements a disciplined contact schedule to promote client satisfaction, retain existing clients, and attract long term profitable customer relationships and become the clients trusted financial partner through needs based solutions. Routinely monitors loan portfolio’s credit quality status to ensure loans are current and conform to terms, quickly identifies and manages risks to minimize impact.
Middle Market Banker I or II - Tampa or Jacksonville Truist BankMiddle Market Banker I or II - Tampa or JacksonvilleTampa, FloridaDemonstrated proficiency in basic computer applications, such as Microsoft Office software products General Description of Available Benefits for Eligible Employees of Truist Financial Corporation: All regular teammates (not temporary or contingent workers) working 20 hours or more per week are eligible for benefits, though eligibility for specific benefits may be determined by the division of Truist offering the position. Identify, solicit, develop, manage, service, retain and grow long-term profitable middle market relationships in assigned region by offering a full range of loan, deposit, Capital Markets, Treasury, Risk Management and other fee-based services to existing and prospective clients with $75MM to $500MM in annual sales.
Universal Banker - 20 hr - Clearwater Beach Truist BankUniversal Banker - 20 hr - Clearwater BeachClearwater, Florida4. General understanding of bank operations, policies and procedures General Description of Available Benefits for Eligible Employees of Truist Financial Corporation: All regular teammates (not temporary or contingent workers) working 20 hours or more per week are eligible for benefits, though eligibility for specific benefits may be determined by the division of Truist offering the position. Support team sales process by participating in client outreach through outbound calls, checking for client offers, and identifying client needs or opportunities by fulfilling the need or referring the client to the appropriate branch team members or specialist.
Universal Banker PT/20HR - Ellenton Truist BankUniversal Banker PT/20HR - EllentonEllenton, Florida4. General understanding of bank operations, policies and procedures General Description of Available Benefits for Eligible Employees of Truist Financial Corporation: All regular teammates (not temporary or contingent workers) working 20 hours or more per week are eligible for benefits, though eligibility for specific benefits may be determined by the division of Truist offering the position. Support team sales process by participating in client outreach through outbound calls, checking for client offers, and identifying client needs or opportunities by fulfilling the need or referring the client to the appropriate branch team members or specialist.
NewUniversal Banker - Largo Truist BankUniversal Banker - LargoLargo, FloridaGeneral Description of Available Benefits for Eligible Employees of Truist Financial Corporation: All regular teammates (not temporary or contingent workers) working 20 hours or more per week are eligible for benefits, though eligibility for specific benefits may be determined by the division of Truist offering the position. 3. Support team sales process by participating in client outreach through outbound calls, checking for client offers, and identifying client needs or opportunities by fulfilling the need or referring the client to the appropriate branch team members or specialist.
Universal Banker - Part Time 20/hr - Downtown St. Pete Truist BankUniversal Banker - Part Time 20/hr - Downtown St. PeteSaint Petersburg, FloridaGeneral Description of Available Benefits for Eligible Employees of Truist Financial Corporation: All regular teammates (not temporary or contingent workers) working 20 hours or more per week are eligible for benefits, though eligibility for specific benefits may be determined by the division of Truist offering the position. 3. Support team sales process by participating in client outreach through outbound calls, checking for client offers, and identifying client needs or opportunities by fulfilling the need or referring the client to the appropriate branch team members or specialist.
Senior Banker II - Florida and Bearss Financial Center - Bilingual Spanish Required Bank of AmericaSenior Banker II - Florida and Bearss Financial Center - Bilingual Spanish RequiredTampa, FloridaPartners with teams to provide financial center clients with both consumer and small business solutions, services, and strategies when uncovering personal banking needs and helping clients navigate their unique life priorities. Is a commissioned notary or can successfully obtain a notary commission in the state you work within a few months of start date in role (exact timeframe varies by location due to differing state laws).
Middle Market Banker Hancock Whitney CorpMiddle Market BankerTampa, FLImplements a disciplined contact schedule to promote client satisfaction, retain existing clients, and attract long term profitable customer relationships and become the clients trusted financial partner through needs based solutions. Routinely monitors loan portfolio's credit quality status to ensure loans are current and conform to terms, quickly identifies and manages risks to minimize impact.
Small Business Banker Central Pinellas County Valley National BancorpSmall Business Banker Central Pinellas CountyClearwater, FLResponsibilities include but are not limited to: Represents the bank in conducting active prospect and customer business development activities with small business clients (-$5MM in revenue size) designed to generate new deposit, loan, treasury and other fee income and related business for the line of business while meeting any of the Bank's assigned and/or prospective business customers' needs. Refers lending opportunities to Business Banking and Middle Market, treasury management, Highland Capital, FiServ and ADP, residential mortgage, and deposit relationships to bank partners.
Sales & Service Representative (Universal Banker) First Citizens BankSales & Service Representative (Universal Banker)Tampa, FloridaFull timeOperations and Administration - Comply with all regulations, bank policies, procedures and delegated authorities to manage risk related to credit, operational, reputational, regulatory and legal aspects of personal interactions, customer transactions and financial exposures. Sales Skills: Ability to support team by making client servicing calls, identifying client needs or opportunities by fulfilling the need or referring the client to the appropriate branch team members or specialist.
Float Sales & Service Representative (Universal Banker) First Citizens BankFloat Sales & Service Representative (Universal Banker)Tampa, FloridaFull timeOperations and Administration - Comply with all regulations, bank policies, procedures and delegated authorities to manage risk related to credit, operational, reputational, regulatory and legal aspects of personal interactions, customer transactions and financial exposures. Sales Skills: Ability to support team by making client servicing calls, identifying client needs or opportunities by fulfilling the need or referring the client to the appropriate branch team members or specialist.
NewUniversal Banker Hancock Whitney CorpUniversal BankerTarpon Springs, FLIf the employee is unable to lift/move/carry this weight and can be accommodated without causing the department/division an "undue hardship" then the employee must be accommodated; hence omitting lifting/moving/carrying as a physical requirement. Proactively educate clients on self-service and digital banking solutions (mobile, online, ATMs, and emerging technologies) to ensure 24/7 account access.
Retail Merchant Services - Relationship Manager - Payments - Vice President JPMorgan Chase & CoRetail Merchant Services - Relationship Manager - Payments - Vice PresidentTampa, FLExecute sales/support strategies in conjunction with other lines of business; including, but not limited to the Commercial Bank, Corporate Client Bank, JPMorgan Payments Treasury Services, FX and Card Services to optimize product and service delivery. Achieve firm-wide business objectives, including the annual revenue plan at target margins; by maintaining and growing existing relationships, identifying incremental business and maintaining high levels of client satisfaction.
Field Relationship Manager-Payments-Vice President JPMorgan Chase & CoField Relationship Manager-Payments-Vice PresidentTampa, FLExecute sales/support strategies in conjunction with other lines of business; including, but not limited to the Commercial Bank, JPMorgan Payments Treasury Services, FX and Card Services to optimize product and service delivery. Job Responsibilities: Achieve firm-wide business objectives, including the annual revenue plan at target margins; by maintaining and growing existing relationships, identifying incremental business and maintaining high levels of client satisfaction.
Specialty Banker - Cage Operations Hard Rock Cafe International IncSpecialty Banker - Cage OperationsTampa, FLweb beacons, web bugs or pixel tags), in connection with our Website to, among other things, track the activities of Website visitors, help us manage content, and compile statistics about Website usage. We and our third party service providers also use clear GIFs in HTML e-mails to our customers, to help us track e-mail response rates, identify when our e-mails are viewed, and track whether our e-mails are forwarded.
Senior Construction Loan Administration Specialist Seacoast National BankSenior Construction Loan Administration SpecialistTampa, FLJOB SUMMARY: The Senior Commercial Construction Administration Officer is responsible for administering Residential, Commercial, SBA 504 and 7A, Multifamily and/or Builders line construction loans including complex syndicated or participated relationships, acting on behalf of the Bank as either Lead Arranger/Agent or Participant. Administer the construction draw process including initiation of inspections, monitoring notice to owners and progress payment affidavits, coordinating draw requests, and obtaining title policy updates when required.
Commercial Banking Coordinator - Tampa Market Seacoast National BankCommercial Banking Coordinator - Tampa MarketTampa, FLServes as a catalyst to accelerate achievement of client business goals by ensuring Commercial Bankers, clients and business partners are connected through arranged meetings, coordinating events, business development planning and scheduling. Review weekly reports, book loans, follow up on post-closing exceptions, review files and liaise with Portfolio Manager to provide commercial bankers a list of requirements due.
Financial Advisor Associate Synovus Financial CorpFinancial Advisor AssociateTampa, FLRequired Knowledge, Skills, & Abilities: Excellent analytical, time management and organizational skills Ability to communicate effectively with potential, new, and established client groups Strong oral and written communication skills Proficient with Client Relationship Management (CRM) systems Proficient with Microsoft Office Suite including Word, Excel and PowerPoint Preferred Knowledge, Skills, & Abilities: Knowledge of Synovus Bank systems utilized for customer support (e.g., deposit systems, PFP, insite) Knowledge of Synovus Bank policies, products and services with emphasis on commercial depository services * Experience using Salesforce. Minimum Education: Bachelor''s degree in Finance, Economics, Marketing, Communications or a related field, or an equivalent combination of education and experience Minimum Experience: One year as a WRA I; or 3 years of customer service experience in the financial services industry.
Financial Advisor - St Pete Synovus Financial CorpFinancial Advisor - St PeteFLCertification(s): Series 7; Series 66 (or both Series 63 and 65) Licenses; Variable Annuity License; State, Life, Accident and Sickness License (or working to obtain within 6 months of assuming role) This position requires successful registration and issuance of a unique identification number from the Nationwide Mortgage Licensing System (NMLS) in compliance with the Secure and Fair Enforcement for Mortgage Licensing Act of 2008 (SAFE ACT). Clients will typically be commercial customers, small business customers, and higher-end consumer customers (physicians, attorneys, dentists, CPAs, veterinarians, corporate executives, affluent business owners, affluent retirees, inheritance beneficiaries, etc.) that require more complex product delivery.
Commercial Portfolio Manager III South State BankCommercial Portfolio Manager IIITampa, FLBuilds and maintains a positive working relationships with internal business partners (Loan Operations, Credit Administrators, Loan Operations Area, Credit Leadership, Local Line Leadership and Branch Personnel etc.). Has responsibility for following regulatory requirements including those pertaining to the Bank Secrecy Act (BSA), Anti- Money Laundering (AML), Customer Identification Program (CIP) and OFAC to assist in the identification, detection and determent of money laundering or other unlawful activities.
Premier Advisor - North Pinellas Truist Financial CorpPremier Advisor - North PinellasPalm Harbor, FLUtilize objective and sound personal financial planning and financial advisory concepts to develop and deepen relationships and provide an integrated delivery of a broad range of retail solutions including banking, mortgage, planning, investments, and insurance services. General Description of Available Benefits for Eligible Employees of Truist Financial Corporation: All regular teammates (not temporary or contingent workers) working 20 hours or more per week are eligible for benefits, though eligibility for specific benefits may be determined by the division of Truist offering the position.
Premier Advisor - North Tampa Truist Financial CorpPremier Advisor - North TampaLutz, FLUtilize objective and sound personal financial planning and financial advisory concepts to develop and deepen relationships and provide an integrated delivery of a broad range of retail solutions including banking, mortgage, planning, investments, and insurance services. General Description of Available Benefits for Eligible Employees of Truist Financial Corporation: All regular teammates (not temporary or contingent workers) working 20 hours or more per week are eligible for benefits, though eligibility for specific benefits may be determined by the division of Truist offering the position.
Commercial Banking Coordinator - Tampa Market Seacoast BankCommercial Banking Coordinator - Tampa MarketTampa, FLPart timeServes as a catalyst to accelerate achievement of client business goals by ensuring Commercial Bankers, clients and business partners are connected through arranged meetings, coordinating events, business development planning and scheduling. Review weekly reports, book loans, follow up on post-closing exceptions, review files and liaise with Portfolio Manager to provide commercial bankers a list of requirements due.
NewCSR/Teller - Pinellas Park, FL - Part Time Fifth Third BankCSR/Teller - Pinellas Park, FL - Part TimePinellas Park, FloridaESSENTIAL DUTIES AND RESPONSIBILITIES: Customer Experience: Deepen relationships and treat customers with genuine care by listening to their specific needs, asking questions to gain deeper understanding, and seamlessly guide them to where their financial needs can be met. The base salary for this position is reflective of the range of salary levels for all roles within this pay grade across the U.S. Individual salaries within this range will vary based on factors such as role, relevant skillset, relevant experience, education and geographic location.
NewCSR/Teller - Hyde Park FL/Tampa FL - Part Time Fifth Third BancorpCSR/Teller - Hyde Park FL/Tampa FL - Part TimeTampa, FLESSENTIAL DUTIES AND RESPONSIBILITIES: Customer Experience: Deepen relationships and treat customers with genuine care by listening to their specific needs, asking questions to gain deeper understanding, and seamlessly guide them to where their financial needs can be met. The base salary for this position is reflective of the range of salary levels for all roles within this pay grade across the U.S. Individual salaries within this range will vary based on factors such as role, relevant skillset, relevant experience, education and geographic location.
NewCsr/Teller - Hyde Park Fl/Tampa FL - Part Time Fifth Third BankCsr/Teller - Hyde Park Fl/Tampa FL - Part TimeTampa, FLESSENTIAL DUTIES AND RESPONSIBILITIES: Customer Experience: Deepen relationships and treat customers with genuine care by listening to their specific needs, asking questions to gain deeper understanding, and seamlessly guide them to where their financial needs can be met. The base salary for this position is reflective of the range of salary levels for all roles within this pay grade across the U.S. Individual salaries within this range will vary based on factors such as role, relevant skillset, relevant experience, education and geographic location.
Csr/Teller - S Florida Ave - Lakeland, FL - Bi-Lingual Prefered -Part Time Fifth Third BankCsr/Teller - S Florida Ave - Lakeland, FL - Bi-Lingual Prefered -Part TimeLakeland, FLESSENTIAL DUTIES AND RESPONSIBILITIES: Customer Experience: Deepen relationships and treat customers with genuine care by listening to their specific needs, asking questions to gain deeper understanding, and seamlessly guide them to where their financial needs can be met. The base salary for this position is reflective of the range of salary levels for all roles within this pay grade across the U.S. Individual salaries within this range will vary based on factors such as role, relevant skillset, relevant experience, education and geographic location.
Premier Advisor - Tampa/St. Petersburg, FL Truist BankPremier Advisor - Tampa/St. Petersburg, FLSaint Petersburg, FloridaCompletion or enrollment in professional level certification programs (preference in rank order): Certified Financial Planner (CFP), Chartered Financial Analyst.(CFA), Accredited Asset Management Specialist AAMS®, Certified Trust and Financial Advisor CTFA®, Chartered Life Underwriter CLU®, CRPC® – Chartered Retirement Planning Counselor, or ChFC® – Chartered Financial Consultant®. Utilize objective and sound personal financial planning and financial advisory concepts to develop and deepen relationships and provide an integrated delivery of a broad range of retail solutions including banking, mortgage, planning, investments, and insurance services.
Premier Advisor - Tampa Palms, FL Truist BankPremier Advisor - Tampa Palms, FLTampa, FloridaCompletion or enrollment in professional level certification programs (preference in rank order): Certified Financial Planner (CFP), Chartered Financial Analyst.(CFA), Accredited Asset Management Specialist AAMS®, Certified Trust and Financial Advisor CTFA®, Chartered Life Underwriter CLU®, CRPC® – Chartered Retirement Planning Counselor, or ChFC® – Chartered Financial Consultant®. Utilize objective and sound personal financial planning and financial advisory concepts to develop and deepen relationships and provide an integrated delivery of a broad range of retail solutions including banking, mortgage, planning, investments, and insurance services.
Premier Advisor - North Pinellas Truist BankPremier Advisor - North PinellasPalm Harbor, FloridaCompletion or enrollment in professional level certification programs (preference in rank order): Certified Financial Planner (CFP), Chartered Financial Analyst.(CFA), Accredited Asset Management Specialist AAMS®, Certified Trust and Financial Advisor CTFA®, Chartered Life Underwriter CLU®, CRPC® – Chartered Retirement Planning Counselor, or ChFC® – Chartered Financial Consultant®. Utilize objective and sound personal financial planning and financial advisory concepts to develop and deepen relationships and provide an integrated delivery of a broad range of retail solutions including banking, mortgage, planning, investments, and insurance services.
Business Banking Solutions Advisors Bank of AmericaBusiness Banking Solutions AdvisorsTampa, FloridaKey responsibilities include supporting specific credit transactions such as product fit, application submission, and monitoring loan fulfillment, understanding the customers credit and treasury needs, and recommending solutions which lead to deeper relationships and increased client satisfaction. Supports credit transactions by deepening client relationships and serving as the main point of contact for the Small Business Bankers (SBB), field sales, fulfillment team, and the client throughout the process to deliver an exceptional client experience.
Senior Associate, Middle Market Team Benchmark InternationalSenior Associate, Middle Market TeamTampa, Florida$115,000–$150,000This position will receive an annual salary of $115,000 to $150,000 base (commensurate with experience and performance through the interview process), a deal commission bonus of 1.00% of deal fees closed, and an additional end-of-year bonus of up to 10% of base salary if the team’s target is achieved for an on target earnings (OTE) of $337,500. Recognized as the #1 Sell-side Privately Owned M&A Advisor in the World by PitchBook and Refinitiv and named Investment Banking Firm of the Year by both the M&A Advisor and the Global M&A Network, we are known for our award-winning process and world-class service.