42 client relationship jobs at 20 companies in Newberry, FL
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Relationship Banker/Senior Relationship Banker - South Ocala
Ocala, Florida, United States
OnsiteFull Time
TruistNYSE: TFC: Offers personal banking, business lending, and investment management services.
2+ YOEHigh school diploma, 2 years of client sales and service experience, prospecting and relationship-building experience, communication skills, basic Microsoft Office proficiency, and SAFE compliance within 30 days.
Bank of AmericaNYSE: BAC: Provides banking, investment, and financial risk management services.
Engage clients in branch, educate on self-service banking, process cash transactions, build client relationships, follow compliance, comfortable with sales and weekend/extended hours; high school diploma required.
Bank of AmericaNYSE: BAC: Provides global banking, investing, and financial risk management services.
High School/GED required; customer-focused, strong oral communication, cash handling, ability to educate clients on self-service banking tech, comfortable with technology, and able to work weekends/extended hours.
Seacoast BankNASDAQ: SBCF: Provides retail and commercial banking services in Florida.
1+ YOEHigh school diploma or college degree/1+ year retail or financial services experience; 6 months cash handling; PC and Microsoft Office proficiency; strong communication and relationship skills; flexible schedule including weekends.
Allen Agency: Independent agency providing life insurance and mortgage protection products.
Licensed (or willing to obtain) insurance agent; strong communication, self-motivation, time management, and basic computer/CRM skills; ability to generate leads and build client relationships.
Tampa or Jacksonville or Tallahassee or Gainesville or Panama City or Panama City Beach or St. Augustine
FieldFull Time
LenovoHKSE: 992: Manufactures personal computers, mobile devices, and server infrastructure.
Bachelor's degree,8+ years enterprise technology sales,experience selling complex solutions to large accounts,ability to build C‑level relationships,comfortable with 50%+ travel,proficiency with Microsoft Dynamics CRM.
Central Pacific BankNYSE: CPF: Regional bank providing commercial and personal banking in Hawaii.
3+ YOERequires Series 7 and 66 (or 63/65), insurance license, and 3+ years of investment sales experience; ability to build client relationships and create client solutions.
LPL FinancialNASDAQ: LPLA: Provides wealth management and brokerage services to financial advisors.
3+ YOERequires Series 7 and 66 (or 63/65), insurance license, and 3+ years of investment sales experience; ability to build client relationships and create client-specific investment solutions.
Tallahassee or Daytona Beach or DeLand or Gainesville or Ocala
OnsiteFull Time
James Moore: Provides professional accounting, tax, and business consulting services.
Relevant education, certifications, or professional experience; strong communication, relationship-building, collaboration, integrity, professionalism, and commitment to client service.
Gainesville or Daytona Beach or DeLand or Ocala or Tallahassee
OnsiteFull Time
James Moore & Co.: Provides accounting, tax, auditing, and business advisory services.
Relevant education, certifications, or professional experience; strong communication, relationship-building, collaboration, integrity, professionalism, and commitment to client service.
The Strata Group: Residential real estate sales team serving buyers and sellers.
Experienced real estate agent with a proven closing record, strong CRM use, and local market knowledge; able to manage client relationships and coordinate transactions.
CRM, MLS, PPC, Zillow Leads, Realtor.com, Lead management
The True North Group: Provides supplemental health and life insurance for small businesses.
Conduct face-to-face sales of supplemental insurance, build client relationships, generate leads, and obtain Life & Health license within 30 days (support provided).
A.M. Crawford: Consulting firm specializing in nonprofit fundraising and grant management.
5+ YOE5+ MgmtBachelor's or equivalent experience, 5+ years leadership in grants management or nonprofit fundraising, client relationship and portfolio management, team supervision, strong project management and communication skills.
Complete Care: Physician-led healthcare system specializing in injury treatment and rehabilitation.
2+ YOERequires 2+ years in business development, legal case management, healthcare account management, or client relationships; knowledge of injury cases, billing, liens, settlements, and treatment coordination preferred.
Senior Project Manager, Practice Builder - Development Services
Gainesville, Florida, United States
OnsiteFull Time
Kimley-Horn: Provides professional planning, engineering, and design consulting services.
8+ YOERequires 8+ years managing land development projects, a Professional Engineer license, client relationships, AutoCAD Civil 3D skills, business development experience, and staff leadership ability.
Trainer & Sales Representative — Professionals with Teaching or Coaching Experience Encouraged to Apply
Fort McCoy, Florida, United States
$85k-$105k/yrHybridFull Time, Contract
Impact Insurance Agency: Provides supplemental insurance solutions for businesses and their employees.
B2B sales and leadership experience preferred; ability to build client relationships, educate employees, mentor peers, and manage territory; willing to obtain health and life insurance licenses (assistance provided).
Part Time Associate Banker Coastal North - Gainesville (30 Hours)
Gainesville, Florida, United States
OnsitePart Time
JPMorgan ChaseNYSE: JPM: Global financial services firm providing banking and investment solutions.
High school diploma or GED, client service experience, ability to learn products and use digital banking tools, strong communication and relationship-building skills; cash handling experience preferred.
Capital City BankNASDAQ: CCBG: Community bank providing personal, business, and wealth management services.
2+ YOEBachelor's in finance or related; 2–4 years trust administration experience; knowledge of trust law, fiduciary duties, MS Office; supervisory and client relationship skills; CFP® or CTFA preferred.
Juniper Landscaping: Provides commercial landscape design, construction, and maintenance services.
Manage operational and financial performance of assigned account portfolio; build client relationships; oversee crews, safety, and P&L; GI-BMP required within 90 days and valid driver's license required.