Financial Services Relationship Manager
5 days ago
The Financial Services Relationship Manager will be responsible for building and maintaining strong relationships with clients at Wertz York Capital Management. This involves providing exceptional client service, collaborating with internal teams, and identifying opportunities for business development.
To succeed in this role, the ideal candidate should have a Bachelor's degree in Business Administration or a related field, 5-7 years of experience in a similar role, and excellent verbal and written communication skills. The estimated salary for this position is $85,000 - $110,000 per year, depending on experience.
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Financial Services Professional
2 weeks ago
Tampa, Florida, United States Stokes Financial Group Full timeCompany OverviewStokes Financial Group is a dynamic organization dedicated to providing comprehensive financial solutions to individuals and families. As a leading player in the industry, we prioritize building long-lasting relationships with our clients, understanding their unique needs, and delivering tailored strategies to safeguard their financial...
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Financial Services Associate
4 days ago
Tampa, Florida, United States PNC Financial Services Group Full timePart Time Teller Position Available!About PNCPNC Financial Services Group is a leading provider of financial services, dedicated to delivering exceptional customer experiences and driving growth through innovative solutions. As a Part Time Teller, you will be an integral part of our Retail Branch team, working closely with customers to meet their financial...
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Financial Services Professional
1 week ago
Tampa, Florida, United States PNC Financial Services Group Full timeJob SummaryPNC Financial Services Group is seeking a highly skilled and customer-focused Teller to join our team in Hillsborough, NJ. As a Full Time Teller, you will be responsible for delivering exceptional customer service, processing high-volume customer banking transactions, and educating customers on new technology.In this role, you will have the...
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Financial Services Professional
6 days ago
Tampa, Florida, United States Home Access Financial LLC Full timeJob DescriptionThe Mortgage Loan Officer position at Home Access Financial LLC is focused on delivering exceptional customer service and building strong relationships with clients. Key responsibilities include:Providing expert guidance on mortgage financing options and products.Cultivating a network of referral partners and generating new business...
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Bank Relationship Manager
2 weeks ago
Tampa, Florida, United States MCI Careers Full timeJob SummaryWe are looking for a skilled Bank Relationship Manager to join our team at MCI Careers. The ideal candidate will have a strong background in financial services and excellent customer service skills. In this role, you will be responsible for building and maintaining relationships with our bank customers, providing them with tailored solutions to...
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Financial Operations Manager
1 week ago
Tampa, Florida, United States Creative Financial Staffing Full time**About the Opportunity**Creative Financial Staffing is seeking an experienced Accounting Manager to lead financial operations and contribute to the ongoing success of a thriving organization.The ideal candidate will have a strong background in accounting, excellent leadership skills, and experience managing financial records, bank reconciliations, and...
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Credit Union Relationship Manager
4 weeks ago
Tampa, Florida, United States TAMPA BAY FEDERAL CREDIT UNION. Full timeAs a Credit Union Relationship Manager at TAMPA BAY FEDERAL CREDIT UNION, you will play a pivotal role in delivering exceptional member service and helping members achieve their financial goals.You will be responsible for building and maintaining relationships with members, understanding their financial objectives, and recommending suitable credit union...
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Financial Services Agent
5 days ago
Tampa, Florida, United States Lumina Financial Solutions Full timeLumina Financial Solutions is a leading provider of insurance products, including life, whole life, mortgage protection, annuities, index universal life, and more.We are seeking highly motivated individuals to join our team as Financial Services Agents.In this role, you will have the opportunity to work with clients to understand their insurance needs and...
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Financial Services Representative
4 weeks ago
Tampa, Florida, United States Global Financial Impact - Marco Esquivel Full timeGlobal Financial Impact - Marco Esquivel: A Career in Financial ServicesAt Global Financial Impact, we are seeking a talented and motivated individual to join our team as a Financial Services Representative. This is an exciting opportunity for someone who is passionate about helping clients achieve their financial goals.
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Financial Operations Supervisor
4 weeks ago
Tampa, Florida, United States Creative Financial Staffing Full timeAccounts Payable Leadership OpportunityAbout the Role:Creative Financial Staffing is partnering with a prominent service organization in the industrial manufacturing industry to find a skilled Accounts Payable Supervisor. As a key member of the accounting and finance team, this role offers substantial opportunities for growth and advancement within the...
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Banking Relationship Manager
1 week ago
Tampa, Florida, United States TAMPA BAY FEDERAL CREDIT UNION. Full timeAt Tampa Bay Federal Credit Union, we are seeking a Banking Relationship Manager to join our team. This role is responsible for delivering exceptional member service and helping members achieve their financial goals.Key Responsibilities:Build and maintain relationships with members through personalized interactions and proactive outreach efforts.Meet or...
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Senior Client Relationship Manager
4 days ago
Tampa, Florida, United States Citigroup Inc Full timeAs a Senior Client Relationship Manager at Citigroup Inc., you will play a crucial role in delivering exceptional customer service to high-profile clients. With a portfolio of key clients, you will serve as the single point of contact for queries, engaging with clients to understand their needs and gaps.The ideal candidate will have 5-8 years of experience...
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Financial Services Representative Wanted
4 days ago
Tampa, Florida, United States Olsen Financial Group Full timeWhat You'll DoYour primary responsibility will be to follow up with client requests and present them with a plan that provides financial peace of mind. You will also utilize new technology to communicate with clients on your behalf and leverage our proven system to increase close rates and reduce dial time.Why Work with Us?Olsen Financial Group offers a...
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Financial Services Consultant
7 days ago
Tampa, Florida, United States Banc Certified Merchant Services, LLC Full timeAbout Our CompanyBanc Certified Merchant Services, LLC has been a leading provider of electronic transactions since 1993. We offer a wide range of payment processing solutions, including credit card processing, check systems, gift cards, and e-commerce solutions.With over 36,000 clients and a combined annual processing volume of over $2 billion, we are one...
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Division Head
6 days ago
Tampa, Florida, United States Florida Currency Exchange Corp Full timeAbout the RoleThe Division Head - Financial Services is responsible for leading our financial services team, overseeing the management and operation of our assigned branch office. This role requires a high level of expertise in financial services, as well as strong leadership and management skills.Salary: $140,000 - $200,000 per annum, depending on...
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Financial Operations Manager
4 weeks ago
Tampa, Florida, United States Total Warranty Services Inc Full timeFinancial Operations ManagerThe Financial Operations Manager at Total Warranty Services Inc is a key role that oversees the financial analyst team and ensures the accuracy of financial reports. This position supports the Finance Manager in achieving department objectives, goals, and deadlines.Key ResponsibilitiesPerform final review of analysts' monthly...
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Financial Services Specialist
6 days ago
Tampa, Florida, United States New York Life - Tampa Full timeAbout the OpportunityWe are seeking a highly motivated Financial Wealth Manager to join our team at New York Life - Tampa. As a key member of our team, you will play a vital role in helping clients achieve their financial objectives.Key Responsibilities:Conduct thorough financial analyses to identify clients' needs and develop effective solutions.Create and...
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Financial Leadership Position
4 weeks ago
Tampa, Florida, United States Creative Financial Staffing Full timeAudit Manager Role OverviewAt Creative Financial Staffing, we seek an experienced Audit Manager to join our team. As a key member of our public accounting practice, you will oversee the financial management of client accounts and drive business development initiatives.About Our Client:Established Reputation: Our client is a leading CPA firm with over 50...
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Financial Management Specialist
2 weeks ago
Tampa, Florida, United States GLOBAL FOOD SERVICES INC Full timeJob Title:Financial Management Specialist">Company OverviewJob DescriptionThis role involves working closely with the Accounting department to maintain accurate financial records and ensure compliance with all legal requirements. Key responsibilities include recording and verifying transactions, bringing the books to the trial balance stage, and completing...
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Financial Manager
1 week ago
Tampa, Florida, United States Nelly 311 LLC Full timeAbout the RoleWe are seeking a highly skilled Financial Manager to join our team at Nelly 311 LLC. The successful candidate will be responsible for managing accounts payable and receivable, ensuring timely payments for all properties under our management.The ideal candidate will have experience working with QuickBooks Online and be proficient in creating...