288 relationship associate jobs at 155 companies in Florida
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Relationship Development Associate
West Palm Beach, Florida, United States
OnsiteFull Time
Granite Telecommunications: Providing managed communications and technology services for multi-location enterprises.
1+ YOE1-2+ years in account management or sales, experience with CRM (Salesforce) and Microsoft Office, ability to build executive relationships, quota-driven upselling and strategic account planning.
PNC Financial ServicesNYSE: PNC: Provides banking, lending, and investment services to customers.
2+ YOEBachelor's degree typically required, 2+ years relevant experience, client relationship and credit knowledge, ability to support a book of business and follow risk policies.
Cozen O'Connor: Providing multinational legal representation and corporate advisory services.
2+ YOEBachelor's degree in finance/accounting/business required, 2+ years family office/trust/wealth/banking experience, account administration and payment processing experience, AgilLink experience preferred, strong attention to detail.
DTCC: Provides post-trade infrastructure for the global financial services industry
6+ YOE6+ years related experience, Bachelor's preferred or equivalent, knowledge of financial institutions and fixed income markets, client relationship management, solution selling, and willingness to travel to clients.
KeyBankNYSE: KEY: Provides retail, commercial, and investment banking products and services.
3+ YOE3+ years financial services experience; strong client relationship and sales skills; knowledge of financial products and regulations; FINRA series licenses preferred; bachelor’s in business preferred or equivalent experience.
Relationship Support Associate (Jacksonville Market)
Jacksonville, Florida, United States
OnsiteFull Time
VyStar: Member-owned credit union providing banking and lending services.
2+ YOEHigh school diploma/GED required (Bachelor's preferred). NMLS and Notary required or must obtain within 12 months. 2-3 years banking/operations/customer service experience. Valid driver's license and ability to travel. Proficiency with Windows, Microsoft Word/Excel and CRM; knowledge of BSA/AML and KYC.
Plano or Brooklyn or Wilmington or Chicago or Tampa or Jersey City or Palo Alto
OnsiteFull Time
JPMorgan ChaseNYSE: JPM: Global financial services firm providing banking and investment solutions.
2+ YOERelationship management experience, client strategy, strong communication and presentation skills; payments industry knowledge; ability to grow and retain client relationships.
Lido Advisors: Provides wealth management and financial planning for high-net-worth individuals.
1+ YOEBachelor's degree, 1+ year client support experience (RIA/financial services preferred), Series 65 or 66 required or to be attained, strong attention to detail and client service, Excel and Salesforce proficiency.
Microsoft Excel, Microsoft Word, Microsoft Outlook, Salesforce, Microsoft PowerPoint
City National Bank of Florida: Provides retail, commercial, and private banking services in Florida.
2+ YOE2-4 years in business development in HOA/community association; 2-4 years building banking relationships; strong credit analysis; knowledge of lending policies; Bachelor's in Business Administration or Finance.
4+ YOEBachelor's degree in business or related field required; 4+ years HOA/association industry experience (4-8 preferred); strong sales ability; authorized to work in the U.S.; may need to provide academic documentation if requested.
City National Bank of Florida: Providing commercial banking and wealth management services in Florida.
2+ YOE2-4 years in business development in HOA or similar; 2-4 years in building banking relationships; proven new business generation; strong local market contacts; excellent credit analysis and relationship management; knowledge of banking regulations and loan risk; strong business development skills.
Valley National BankNASDAQ: VLY: Provides commercial and retail banking services to customers.
3+ YOE3+ years commercial lending/credit experience, strong credit underwriting and loan structuring skills, proficiency with Microsoft Office and CRM/loan systems, effective sales and communication abilities.
Microsoft Word, Microsoft Excel, Microsoft Outlook, Salesforce, nCino
Client Associate / Team Client Relationship Specialist
Orlando, Florida, United States
OnsiteFull Time
UBSSIX Swiss Exchange: UBSG: Global bank providing wealth management and investment services.
Bachelor's degree or relevant experience in Marketing/Communications/Business/Journalism; exceptional writing, editing, and proofreading; experience creating digital/client content; familiarity with digital marketing and AI; Microsoft Office and Copilot proficiency; strong organization and client-service skills.
Arthur J. Gallagher & Co.NYSE: AJG: Global insurance brokerage and risk management services provider.
1+ YOEHigh school diploma/GED, 1+ years relevant experience, proficiency in Microsoft Office, ability to build client relationships, adapt to shifting priorities; associate degree or professional certification and client-relationship experience preferred.
Carrier Enterprise: Wholesale distributor of residential and commercial HVAC equipment.
High school diploma or GED required; customer service experience preferred. Strong relationship-building, sales focus, and ability to work in a team. Associate degree and B2B/distribution experience preferred.
Minneapolis or Wisconsin or Michigan or Minnesota or Iowa or Colorado or Florida
$50k-$75k/yrOnsiteFull Time
Nicolet National BankNYSE: NIC: A regional bank providing commercial and personal banking services.
Associate’s or bachelor’s preferred in business/finance or related experience; prior customer service, banking, or merchant services experience preferred; Microsoft Office proficiency; strong communication, organization, confidentiality, and relationship skills.
Microsoft Office, Microsoft Excel, Microsoft Word, Microsoft Outlook, Microsoft PowerPoint