Treasury Sales Consultant - Middle Market Truist Financial CorpTreasury Sales Consultant - Middle MarketSarasota, FLPlease review the following job description: Responsible for consultative sales of Treasury Solutions (TS) products and services to assigned client group (i.e., Corporate and Investment Bank, Commercial Real Estate, Commercial Community Bank, Business Banking, Small Business Banking, and Wealth Management) via a cash flow management/working capital approach with a focus on risk mitigation and grounded in Truist''s Purpose, Mission and Values. 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.
NewInvestment Executive (Financial Advisor) Sarasota, FL Fifth Third BankInvestment Executive (Financial Advisor) Sarasota, FLSarasota, FloridaInvestment Executive (Financial Advisor) Sarasota, FL At Fifth Third, we understand the importance of recognizing our employees for the role they play in improving the lives of our customers, communities and each other. Conduct solo and joint appointments with bankers and assist them in efficiently identifying potential clients and providing solutions that align with client needs, financial goals and objectives.
Senior Consumer Relationship Banker - Cortez Road Branch Regions Financial CorpSenior Consumer Relationship Banker - Cortez Road BranchBradenton, FLJob Description: At Regions, the Senior Consumer Relationship Banker is responsible for meeting with customers and prospects both in person and on the phone to determine their financial needs, and meeting those needs by proactively offering appropriate products, services, and guidance to achieve their financial goals. This role will focus on acquiring and deepening existing customer relationships with a focus on Preferred Banking Households to include more complex, affluent solutions, wealth opportunities, investments, lending, debt consolidation, and in-depth saving conversations.
NewSenior Consumer Relationship Banker - Gulfport Florida Branch Regions Financial CorpSenior Consumer Relationship Banker - Gulfport Florida BranchGulfport, FLJob Description: At Regions, the Senior Consumer Relationship Banker is responsible for meeting with customers and prospects both in person and on the phone to determine their financial needs, and meeting those needs by proactively offering appropriate products, services, and guidance to achieve their financial goals. This role will focus on acquiring and deepening existing customer relationships with a focus on Preferred Banking Households to include more complex, affluent solutions, wealth opportunities, investments, lending, debt consolidation, and in-depth saving conversations.
Personal Banker Associate I Fifth Third BankPersonal Banker Associate IVenice, FloridaThe Personal Banker I maintains focus on acquiring new households and/or deepening existing customer relationships through a variety of activities, including but not limited to lobby leadership (Financial Centers) or aisle time (Bank Marts) and tele-consulting. Primarily focused on cross-selling to existing customer base and engaging in outside sales activities (i.e. Membership Advantage onsite presentations, business sales calls, community financial literacy events, etc.) as directed.
Personal Banker Associate I - Waterside Denovo Fifth Third BankPersonal Banker Associate I - Waterside DenovoSarasota, FLThe Personal Banker I maintains focus on acquiring new households and/or deepening existing customer relationships through a variety of activities, including but not limited to lobby leadership (Financial Centers) or aisle time (Bank Marts) and tele-consulting. Primarily focused on cross-selling to existing customer base and engaging in outside sales activities (i.e. Membership Advantage onsite presentations, business sales calls, community financial literacy events, etc.) as directed.
Personal Banker Associate I# Fifth Third BankPersonal Banker Associate I#Sarasota, FloridaThe Personal Banker I maintains focus on acquiring new households and/or deepening existing customer relationships through a variety of activities, including but not limited to lobby leadership (Financial Centers) or aisle time (Bank Marts) and tele-consulting. Primarily focused on cross-selling to existing customer base and engaging in outside sales activities (i.e. Membership Advantage onsite presentations, business sales calls, community financial literacy events, etc.) as directed.
Personal Banker Associate I - Waterside DeNovo Fifth Third BancorpPersonal Banker Associate I - Waterside DeNovoSarasota, FLThe Personal Banker I maintains focus on acquiring new households and/or deepening existing customer relationships through a variety of activities, including but not limited to lobby leadership (Financial Centers) or aisle time (Bank Marts) and tele-consulting. Primarily focused on cross-selling to existing customer base and engaging in outside sales activities (i.e. Membership Advantage onsite presentations, business sales calls, community financial literacy events, etc.) as directed.
Senior Small Business Relationship Banker - University Parkway Branch Regions Financial CorpSenior Small Business Relationship Banker - University Parkway BranchSarasota, FLThis role will provide services to all customers but will focus on small business customers with revenues up to $5MM -- acquiring new customers, and deepening existing customer relationships through checking acquisition, check card, money movement, credit card, merchant services, and lending. Job Description: At Regions, the Senior Small Business Relationship Banker is responsible for meeting with customers and prospects both in person and on the phone to determine their financial needs, and meeting those needs by proactively offering appropriate products, services, and guidance to achieve their financial goals.
Relationship Banker St. Petersburg Wells Fargo & CoRelationship Banker St. PetersburgSaint Petersburg, FLThey 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. Lead discovery‑driven conversations to understand customer goals and deliver tailored banking and credit strategies that strengthen relationships, increase retention, and drive balanced growth across deposits, lending, and investments.
NewSenior Premier Banker Kings Highway Wells Fargo & CoSenior Premier Banker Kings HighwayPort Charlotte, FLThey 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. This role grows, deepens, and manages relationships with affluent customers and those with more complex financial needs, serving as their primary point of contact for banking products and services through scheduled appointments, lobby engagement, and proactive outreach.
Personal Banker Associate II Fifth Third BankPersonal Banker Associate IISarasota, FLPrimarily focused on cross-selling to existing customer base and engaging in outside sales activities (i.e. Membership Advantage onsite presentations, business sales calls, community financial literacy events, etc.) as directed. 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.
Relationship Banker - Sarasota Market Bank of America CorpRelationship Banker - Sarasota MarketLongboat Key, FLThis includes our commitment to being an inclusive workplace, attracting and developing exceptional talent, supporting our teammates' physical, emotional, and financial wellness, recognizing and rewarding performance, and how we make an impact in the communities we serve. Job expectations include having deep conversations with clients to gain in-depth knowledge of the financial and life priorities and connecting clients to solutions that meet the financial goals.
Associate Banker Bank of MontrealAssociate BankerSarasota, FL$41,714–$50,000 / yearProbes to understand customer personal banking and credit card needs and integrates marketing promotions and programs into customer conversations to provide strategic advice. Reviews customer profiles and engages customers in a needs-based conversation to identify potential opportunities and address everyday banking plans and credit card needs.
AI Business Engineer - Investment Banking Experience Raymond James Financial IncAI Business Engineer - Investment Banking ExperienceSaint Petersburg, FLThe AI Business Engineer supports the adoption and effective use of generative AI across the Investment Bank and Capital Markets & Advisory functions by designing, building, and improving AI-powered solutions across banker workflows through custom GPTs and prompts and emerging agent-based tools. Working knowledge of Python and SQL to support data exploration, workflow automation, and AI prototype development; ability to read, modify, and apply scripts with guidance from engineering partners - deep software engineering experience not required.
Premier Advisor - Nokomis, FL Truist Financial CorpPremier Advisor - Nokomis, FLNokomis, 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 Team Director - Naples / Fort Myers / Sarasota Truist Financial CorpPremier Team Director - Naples / Fort Myers / SarasotaSarasota, FLCompletion or enrollment in professional level certification programs such as Chartered Financial Analyst (CFA), Certified Financial Planner (CFP), Accredited Asset Management Specialist, Certified Trust and Financial Advisor, Chartered Life Underwriter or Certified Public Accountant (CPA). Ensures industry leading service levels are delivered by Premier Bankers/Advisors and that they are meeting or exceeding individual production and growth expectations within deposits, lending, risk management, planning, mortgage and investments.
Premier Advisor - Tampa/St. Petersburg Truist Financial CorpPremier Advisor - Tampa/St. PetersburgSaint Petersburg, 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 - Nokomis, FL Truist Financial CorporationPremier Advisor - Nokomis, FLNokomis, 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 - Tampa/St. Petersburg Truist Financial CorporationPremier Advisor - Tampa/St. PetersburgSaint Petersburg, 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.