15 Client Relations jobs in Brandon
PCB Client Support Specialist
33747 Saint Petersburg, Florida
Raymond James Financial, Inc.
Posted 3 days ago
Job Viewed
Job Description
Responsibilities:
Enter data into standard branch systems, reviewing and verifying it for accuracy. This includes handling and documenting counter transactions.
Interview the customer, using a simple standard sales script, to clarify the customer's requirements.
Make calls (by telephone or in person) to allocated potential customers to establish contact and build rapport.
Ensure that basic customer details held in the system are accurate, and make notes of follow-up actions that have been promised, together with notes of actions taken during each sales call.
Carry out standard customer service activities and handle simple customer inquiries.
Receive visitors and assist with various requests for information, referring more complex matters to colleagues.
Assess compliance with established standards and protocols for parts of routine inquiries.
Maintain appointment calendars and reserve meeting rooms, following detailed instructions to arrange business meetings efficiently.
Use standard office software to carry out basic formatting of letters, memoranda, and routine reports.
Follow a range of mandatory procedures to ensure that work is carried out to the required quality standards and/or to ensure adherence to external regulatory codes and internal codes of conduct.
Develop and maintain excellent procedural or technical skills by participating in assessment and development planning activities as well as formal and informal training and coaching.
Skills:
Uses clear and effective elementary verbal communications skills under supervision to express ideas, request actions and formulate plans or policies.
Works under supervision at an elementary level to orient the seller's organization around delivering to the key needs of their customers.
Works under supervision at an elementary level to explore a problem, draw out the implications of not changing, and help clients self-discover and articulate the value of a solution.
Works at a basic level to connect with customers to strengthen the relationship, meeting personal needs through positive customer experiences. Typically works under close supervision.
Works under supervision at an elementary level to develop appropriate plans or perform necessary actions based on recommendations and requirements.
Works at a basic level to make every customer interaction positive by leaving the customer feeling understood, appreciated, and confident in the organization's ability. Typically works under close supervision.
Works under supervision to perform elementary data analysis for use in reports to help guide decision making.
Works under supervision at an elementary level to propose a mutually agreed-upon agenda to start sales conversations that offer value to the client.
Works at a basic level to navigate customer conversations by leveraging the four parts of a service conversation: open, learn, reply, and close. Typically works under close supervision.
Works under supervision at an elementary level to develop, monitor, interpret and understand policies and procedures, while making sure they match organizational strategies and objectives.
Works under supervision at an elementary level to uncover clients' explicit needs and/or unforeseen opportunities and challenges.
Works at a basic level to analyze potential solutions and create recommendations based on the expected benefits, costs, and overall value of the solution for key stakeholders. Typically works under close supervision.
Works at a basic level to understand business context, needs, rules, and architecture, as well as organizational structure, cultures, capabilities, and processes to document the current state of processes and the business. Typically works under close supervision.
Works under supervision at an elementary level to analyze data from multiple sources to draw appropriate conclusions and make suitable recommendations.
Works under supervision at an elementary level to quickly and effectively establish trust within the buying centers in the client's organization.
Works at a basic level to interpret, contribute to, or lead business case creation with client departments to quantify current costs, justify project investment, and identify the return on investment. Typically works under close supervision.
Applies elementary understanding of the business environment and objectives to develop solutions under supervision.
Works under supervision at an elementary level to meet high customer service standards.
Works under supervision at an elementary level to understand and effectively operate all customer management systems.
Works at a basic level to envision and document the future state of processes and products by identifying the solution scope, potential value of the future state, and the changes to the process, products, organization infrastructure, capabilities, and technology necessary to achieve the desired future state. Typically works under close supervision.
Works under supervision at an elementary level to ask questions that encourage the client to talk openly about their key objectives and challenges.
Works under supervision at an elementary level to accurately identify and understand the key buying influences pertaining to an opportunity.
Works under supervision at an elementary level to acknowledge and ask questions to understand the circumstances surrounding client indifference.
Works under supervision at an elementary level to acknowledge a client's indifference and gain agreement from the client to discover the root causes of resistance.
Works at a basic level to navigate conversations in which the customer is frustrated or unhappy with the organization. Typically works under close supervision.
Works at a basic level to conduct gap analysis between current and future states to identify components of the overall change strategy. Typically works under close supervision.
Works under supervision at an elementary level to carefully prepare for client interactions using established frameworks.
Works at a basic level to recognize sales opportunities during service interactions to enhance overall customer service. Typically works under close supervision.
Works under supervision at an elementary level to quickly and accurately define the needs of the key buying influencers.
Works under supervision at an elementary level to articulate the customer needs in the customer's business language and business context.
Works under supervision at an elementary level to articulate why a client does or does not want a change based on their business objectives and challenges.
Enter data into standard branch systems, reviewing and verifying it for accuracy. This includes handling and documenting counter transactions.
Interview the customer, using a simple standard sales script, to clarify the customer's requirements.
Make calls (by telephone or in person) to allocated potential customers to establish contact and build rapport.
Ensure that basic customer details held in the system are accurate, and make notes of follow-up actions that have been promised, together with notes of actions taken during each sales call.
Carry out standard customer service activities and handle simple customer inquiries.
Receive visitors and assist with various requests for information, referring more complex matters to colleagues.
Assess compliance with established standards and protocols for parts of routine inquiries.
Maintain appointment calendars and reserve meeting rooms, following detailed instructions to arrange business meetings efficiently.
Use standard office software to carry out basic formatting of letters, memoranda, and routine reports.
Follow a range of mandatory procedures to ensure that work is carried out to the required quality standards and/or to ensure adherence to external regulatory codes and internal codes of conduct.
Develop and maintain excellent procedural or technical skills by participating in assessment and development planning activities as well as formal and informal training and coaching.
Skills:
Uses clear and effective elementary verbal communications skills under supervision to express ideas, request actions and formulate plans or policies.
Works under supervision at an elementary level to orient the seller's organization around delivering to the key needs of their customers.
Works under supervision at an elementary level to explore a problem, draw out the implications of not changing, and help clients self-discover and articulate the value of a solution.
Works at a basic level to connect with customers to strengthen the relationship, meeting personal needs through positive customer experiences. Typically works under close supervision.
Works under supervision at an elementary level to develop appropriate plans or perform necessary actions based on recommendations and requirements.
Works at a basic level to make every customer interaction positive by leaving the customer feeling understood, appreciated, and confident in the organization's ability. Typically works under close supervision.
Works under supervision to perform elementary data analysis for use in reports to help guide decision making.
Works under supervision at an elementary level to propose a mutually agreed-upon agenda to start sales conversations that offer value to the client.
Works at a basic level to navigate customer conversations by leveraging the four parts of a service conversation: open, learn, reply, and close. Typically works under close supervision.
Works under supervision at an elementary level to develop, monitor, interpret and understand policies and procedures, while making sure they match organizational strategies and objectives.
Works under supervision at an elementary level to uncover clients' explicit needs and/or unforeseen opportunities and challenges.
Works at a basic level to analyze potential solutions and create recommendations based on the expected benefits, costs, and overall value of the solution for key stakeholders. Typically works under close supervision.
Works at a basic level to understand business context, needs, rules, and architecture, as well as organizational structure, cultures, capabilities, and processes to document the current state of processes and the business. Typically works under close supervision.
Works under supervision at an elementary level to analyze data from multiple sources to draw appropriate conclusions and make suitable recommendations.
Works under supervision at an elementary level to quickly and effectively establish trust within the buying centers in the client's organization.
Works at a basic level to interpret, contribute to, or lead business case creation with client departments to quantify current costs, justify project investment, and identify the return on investment. Typically works under close supervision.
Applies elementary understanding of the business environment and objectives to develop solutions under supervision.
Works under supervision at an elementary level to meet high customer service standards.
Works under supervision at an elementary level to understand and effectively operate all customer management systems.
Works at a basic level to envision and document the future state of processes and products by identifying the solution scope, potential value of the future state, and the changes to the process, products, organization infrastructure, capabilities, and technology necessary to achieve the desired future state. Typically works under close supervision.
Works under supervision at an elementary level to ask questions that encourage the client to talk openly about their key objectives and challenges.
Works under supervision at an elementary level to accurately identify and understand the key buying influences pertaining to an opportunity.
Works under supervision at an elementary level to acknowledge and ask questions to understand the circumstances surrounding client indifference.
Works under supervision at an elementary level to acknowledge a client's indifference and gain agreement from the client to discover the root causes of resistance.
Works at a basic level to navigate conversations in which the customer is frustrated or unhappy with the organization. Typically works under close supervision.
Works at a basic level to conduct gap analysis between current and future states to identify components of the overall change strategy. Typically works under close supervision.
Works under supervision at an elementary level to carefully prepare for client interactions using established frameworks.
Works at a basic level to recognize sales opportunities during service interactions to enhance overall customer service. Typically works under close supervision.
Works under supervision at an elementary level to quickly and accurately define the needs of the key buying influencers.
Works under supervision at an elementary level to articulate the customer needs in the customer's business language and business context.
Works under supervision at an elementary level to articulate why a client does or does not want a change based on their business objectives and challenges.
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0
Relationship Management Support Specialist, RCS
33747 Saint Petersburg, Florida
Raymond James Financial, Inc.
Posted 3 days ago
Job Viewed
Job Description
**Job Summary**
Under limited supervision uses specialized knowledge and skills obtained through experience, training and/or certification to support the RCS Relationship Management team in meeting specific marketing and sales goals designed to drive client loyalty and grow the RCS client relationships. Collaborate with service, operations, risk, trading, technology, and other internal subject matter experts to research client concerns. May lead defined work or projects of moderate scope and complexity. Manage reporting, contact management, and execute strategic communications. Extensive contact with internal and external customers is required to establish and maintain relationships.
**Essential Duties and Responsibilities**
+ Supports all aspects of territory management, administration and reporting.
+ Assists with the execution of relationship strategies and strategic communications.
+ Manages all aspects of client-specific pricing and expense billing, including maintaining pricing schedules across systems, resolving operational and billing issues, and ensuring accuracy and compliance through quality checks.
+ May attend client meetings, conferences or host prospects during Home Office Visits (HOV).
+ Manages Advisor Choice process, including aspects of RCS platform due diligence.
+ Spearheads post-transition engagement with internal and external firms new to RCS.
+ Directs all aspects of client firm level changes including mergers, reorganizations, or branding.
+ Prepares materials for in person client meetings.
+ Maintains SalesForce CRM data.
+ Coordinates aspects of the RCS Events & Education strategy.
+ Manages product partner relationships.
+ Coordinates education sessions with internal business partners for relationship team.
+ Uses applications to promote team communication and maintains calendars.
+ Performs other duties and responsibilities as assigned.
**Knowledge, Skills, and Abilities**
+ Company's working structure, policies, mission, and strategies.
+ Basic concepts, practices and procedures of custody and clearing firms.
+ Billing systems, pricing structures and fee schedules.
+ Event Planning and field marketing communications.
**Skill in**
+ Organizing resources, creating presentations and presenting virtually.
+ Implement standards for processes and procedures for efficient and timely work flow.
+ Following-up to ensure resolution and completion of tasks.
+ Microsoft Office suite including PowerPoint, Word, Publisher, etc.
+ Data analysis tools such as Excel, SQL, Tableau, or Power BI (preferred).
+ SalesForce CRM experience.
**Ability to**
+ Organize, manage and track multiple detailed tasks and assignments with frequently changing priorities in a fast-paced work environment.
+ Establish and maintain effective working relationships at all levels of the organization.
+ Partner with other functional areas to accomplish objectives.
+ Work independently as well as collaboratively within a team environment.
+ Communicate effectively, both orally and in writing.
**Educational/Previous Experience Requirements**
+ Bachelor's Degree from a four year college or university with three (3) to five (5) years of experience in custody, clearing, marketing, or other financial services environment.
+ OR ~
+ Any equivalent combination of experience, education, and/or training as approved by Human Resources.
**Licenses/Certifications**
+ Series 7 & Series 63
Under limited supervision uses specialized knowledge and skills obtained through experience, training and/or certification to support the RCS Relationship Management team in meeting specific marketing and sales goals designed to drive client loyalty and grow the RCS client relationships. Collaborate with service, operations, risk, trading, technology, and other internal subject matter experts to research client concerns. May lead defined work or projects of moderate scope and complexity. Manage reporting, contact management, and execute strategic communications. Extensive contact with internal and external customers is required to establish and maintain relationships.
**Essential Duties and Responsibilities**
+ Supports all aspects of territory management, administration and reporting.
+ Assists with the execution of relationship strategies and strategic communications.
+ Manages all aspects of client-specific pricing and expense billing, including maintaining pricing schedules across systems, resolving operational and billing issues, and ensuring accuracy and compliance through quality checks.
+ May attend client meetings, conferences or host prospects during Home Office Visits (HOV).
+ Manages Advisor Choice process, including aspects of RCS platform due diligence.
+ Spearheads post-transition engagement with internal and external firms new to RCS.
+ Directs all aspects of client firm level changes including mergers, reorganizations, or branding.
+ Prepares materials for in person client meetings.
+ Maintains SalesForce CRM data.
+ Coordinates aspects of the RCS Events & Education strategy.
+ Manages product partner relationships.
+ Coordinates education sessions with internal business partners for relationship team.
+ Uses applications to promote team communication and maintains calendars.
+ Performs other duties and responsibilities as assigned.
**Knowledge, Skills, and Abilities**
+ Company's working structure, policies, mission, and strategies.
+ Basic concepts, practices and procedures of custody and clearing firms.
+ Billing systems, pricing structures and fee schedules.
+ Event Planning and field marketing communications.
**Skill in**
+ Organizing resources, creating presentations and presenting virtually.
+ Implement standards for processes and procedures for efficient and timely work flow.
+ Following-up to ensure resolution and completion of tasks.
+ Microsoft Office suite including PowerPoint, Word, Publisher, etc.
+ Data analysis tools such as Excel, SQL, Tableau, or Power BI (preferred).
+ SalesForce CRM experience.
**Ability to**
+ Organize, manage and track multiple detailed tasks and assignments with frequently changing priorities in a fast-paced work environment.
+ Establish and maintain effective working relationships at all levels of the organization.
+ Partner with other functional areas to accomplish objectives.
+ Work independently as well as collaboratively within a team environment.
+ Communicate effectively, both orally and in writing.
**Educational/Previous Experience Requirements**
+ Bachelor's Degree from a four year college or university with three (3) to five (5) years of experience in custody, clearing, marketing, or other financial services environment.
+ OR ~
+ Any equivalent combination of experience, education, and/or training as approved by Human Resources.
**Licenses/Certifications**
+ Series 7 & Series 63
View Now
1
Technology Support II - Client Services
33603 Tampa, Florida
JPMorgan Chase
Posted 3 days ago
Job Viewed
Job Description
Join a dynamic team shaping the tech backbone of our operations, where your expertise fuels seamless system functionality and innovation.
As a Technology Support II team member in the Commercial & Investment Bank, you will play a vital role in ensuring the operational stability, availability, and performance of our production application flows. Your efforts in troubleshooting, maintaining, identifying, escalating, and resolving production service interruptions for all internally and externally developed systems support a seamless user experience and a culture of continuous improvement.
**Job responsibilities**
+ Serve as the escalation point of contact, leveraging strong product knowledge to support the Payments Solution Center, Service teams, and other internal partners, with a particular focus on Managed File Transfer Services
+ Provide direct assistance to our Client Onboarding and Service Solution Center analysts, addressing complex questions and escalations via phone, email, and chat.
+ Present research, options ,and explanations directly to our external clients via video conferencing tools such as Zoom and Microsoft Teams
+ Act as a point of contact during Major Incidents, collaborating with the Global Incident Management team and other partners to communicate client, product, and helpdesk impacts
+ Communicate with senior leadership regarding Incidents and priority client issues
+ Represent the Payments Solution Center in meetings with clients and internal partners, including client calls, business reviews, root cause analysis (RCA) discussions, and project meetings
+ Analyze service cases and collaborate with stakeholders to prevent potential escalations and recurrence of previous issues.
+ Contribute expertise to the development of new support documentation, along with updating existing documentation
+ Collaborate on future work streams to add additional Solution Center support teams within the Solution Center Escalations team
**Required qualifications, capabilities, and skills**
+ 2+ years of experience or equivalent expertise troubleshooting, resolving, and maintaining information technology services
+ Strong Oral and Written Communication
+ Strong m eeting facilitation and influencing skills
+ Strong Problem-Solving Skills/Critical Thinking Skills/Decisive and Detail Oriented
+ Understanding of Corporate Treasury Management, Payment Processing, and Reconciliation
+ Working knowledge of Microsoft Operating System and Office Suite
+ Able to Effectively Multi-Task in a fast-paced environment , with effective Time Management and Organizational Skills
+ Demonstrate s technical fluency and an ability to learn and understand new technical concepts and products
**Preferred qualifications, capabilities, and skills**
+ Fluency in a 2 nd language (Spanish)
+ Experience working with Client Relationship Management tools
+ Experience working in Digital Channels connectivity, with an understanding of concepts including SFTP, PGP, AS2, ISO 20022 , and Partner Key Management
+ Experience working in the Banking/Fintech Industry, with an understanding of concepts including ACH, FedWire, Real Time Payments, and Cash Reporting
JPMorganChase, one of the oldest financial institutions, offers innovative financial solutions to millions of consumers, small businesses and many of the world's most prominent corporate, institutional and government clients under the J.P. Morgan and Chase brands. Our history spans over 200 years and today we are a leader in investment banking, consumer and small business banking, commercial banking, financial transaction processing and asset management.
We offer a competitive total rewards package including base salary determined based on the role, experience, skill set and location. Those in eligible roles may receive commission-based pay and/or discretionary incentive compensation, paid in the form of cash and/or forfeitable equity, awarded in recognition of individual achievements and contributions. We also offer a range of benefits and programs to meet employee needs, based on eligibility. These benefits include comprehensive health care coverage, on-site health and wellness centers, a retirement savings plan, backup childcare, tuition reimbursement, mental health support, financial coaching and more. Additional details about total compensation and benefits will be provided during the hiring process.
We recognize that our people are our strength and the diverse talents they bring to our global workforce are directly linked to our success. We are an equal opportunity employer and place a high value on diversity and inclusion at our company. We do not discriminate on the basis of any protected attribute, including race, religion, color, national origin, gender, sexual orientation, gender identity, gender expression, age, marital or veteran status, pregnancy or disability, or any other basis protected under applicable law. We also make reasonable accommodations for applicants' and employees' religious practices and beliefs, as well as mental health or physical disability needs. Visit our FAQs for more information about requesting an accommodation.
JPMorgan Chase & Co. is an Equal Opportunity Employer, including Disability/Veterans
As a Technology Support II team member in the Commercial & Investment Bank, you will play a vital role in ensuring the operational stability, availability, and performance of our production application flows. Your efforts in troubleshooting, maintaining, identifying, escalating, and resolving production service interruptions for all internally and externally developed systems support a seamless user experience and a culture of continuous improvement.
**Job responsibilities**
+ Serve as the escalation point of contact, leveraging strong product knowledge to support the Payments Solution Center, Service teams, and other internal partners, with a particular focus on Managed File Transfer Services
+ Provide direct assistance to our Client Onboarding and Service Solution Center analysts, addressing complex questions and escalations via phone, email, and chat.
+ Present research, options ,and explanations directly to our external clients via video conferencing tools such as Zoom and Microsoft Teams
+ Act as a point of contact during Major Incidents, collaborating with the Global Incident Management team and other partners to communicate client, product, and helpdesk impacts
+ Communicate with senior leadership regarding Incidents and priority client issues
+ Represent the Payments Solution Center in meetings with clients and internal partners, including client calls, business reviews, root cause analysis (RCA) discussions, and project meetings
+ Analyze service cases and collaborate with stakeholders to prevent potential escalations and recurrence of previous issues.
+ Contribute expertise to the development of new support documentation, along with updating existing documentation
+ Collaborate on future work streams to add additional Solution Center support teams within the Solution Center Escalations team
**Required qualifications, capabilities, and skills**
+ 2+ years of experience or equivalent expertise troubleshooting, resolving, and maintaining information technology services
+ Strong Oral and Written Communication
+ Strong m eeting facilitation and influencing skills
+ Strong Problem-Solving Skills/Critical Thinking Skills/Decisive and Detail Oriented
+ Understanding of Corporate Treasury Management, Payment Processing, and Reconciliation
+ Working knowledge of Microsoft Operating System and Office Suite
+ Able to Effectively Multi-Task in a fast-paced environment , with effective Time Management and Organizational Skills
+ Demonstrate s technical fluency and an ability to learn and understand new technical concepts and products
**Preferred qualifications, capabilities, and skills**
+ Fluency in a 2 nd language (Spanish)
+ Experience working with Client Relationship Management tools
+ Experience working in Digital Channels connectivity, with an understanding of concepts including SFTP, PGP, AS2, ISO 20022 , and Partner Key Management
+ Experience working in the Banking/Fintech Industry, with an understanding of concepts including ACH, FedWire, Real Time Payments, and Cash Reporting
JPMorganChase, one of the oldest financial institutions, offers innovative financial solutions to millions of consumers, small businesses and many of the world's most prominent corporate, institutional and government clients under the J.P. Morgan and Chase brands. Our history spans over 200 years and today we are a leader in investment banking, consumer and small business banking, commercial banking, financial transaction processing and asset management.
We offer a competitive total rewards package including base salary determined based on the role, experience, skill set and location. Those in eligible roles may receive commission-based pay and/or discretionary incentive compensation, paid in the form of cash and/or forfeitable equity, awarded in recognition of individual achievements and contributions. We also offer a range of benefits and programs to meet employee needs, based on eligibility. These benefits include comprehensive health care coverage, on-site health and wellness centers, a retirement savings plan, backup childcare, tuition reimbursement, mental health support, financial coaching and more. Additional details about total compensation and benefits will be provided during the hiring process.
We recognize that our people are our strength and the diverse talents they bring to our global workforce are directly linked to our success. We are an equal opportunity employer and place a high value on diversity and inclusion at our company. We do not discriminate on the basis of any protected attribute, including race, religion, color, national origin, gender, sexual orientation, gender identity, gender expression, age, marital or veteran status, pregnancy or disability, or any other basis protected under applicable law. We also make reasonable accommodations for applicants' and employees' religious practices and beliefs, as well as mental health or physical disability needs. Visit our FAQs for more information about requesting an accommodation.
JPMorgan Chase & Co. is an Equal Opportunity Employer, including Disability/Veterans
View Now
2
Technology Support II - Client Services
33603 Tampa, Florida
JPMorgan Chase
Posted 3 days ago
Job Viewed
Job Description
Join a dynamic team shaping the tech backbone of our operations, where your expertise fuels seamless system functionality and innovation.
As a Technology Support II team member in the Commercial & Investment Bank, you will play a vital role in ensuring the operational stability, availability, and performance of our production application flows. Your efforts in troubleshooting, maintaining, identifying, escalating, and resolving production service interruptions for all internally and externally developed systems support a seamless user experience and a culture of continuous improvement.
**Job responsibilities**
+ Serve as the escalation point of contact, leveraging strong product knowledge to support the Payments Solution Center, Service teams, and other internal partners, with a particular focus on Managed File Transfer Services
+ Provide direct assistance to our Client Onboarding and Service Solution Center analysts, addressing complex questions and escalations via phone, email, and chat.
+ Present research, options ,and explanations directly to our external clients via video conferencing tools such as Zoom and Microsoft Teams
+ Act as a point of contact during Major Incidents, collaborating with the Global Incident Management team and other partners to communicate client, product, and helpdesk impacts
+ Communicate with senior leadership regarding Incidents and priority client issues
+ Represent the Payments Solution Center in meetings with clients and internal partners, including client calls, business reviews, root cause analysis (RCA) discussions, and project meetings
+ Analyze service cases and collaborate with stakeholders to prevent potential escalations and recurrence of previous issues.
+ Contribute expertise to the development of new support documentation, along with updating existing documentation
+ Collaborate on future work streams to add additional Solution Center support teams within the Solution Center Escalations team
**Required qualifications, capabilities, and skills**
+ 2+ years of experience or equivalent expertise troubleshooting, resolving, and maintaining information technology services
+ Strong Oral and Written Communication
+ Strong meeting facilitation and influencing skills
+ Strong Problem-Solving Skills/Critical Thinking Skills/Decisive and Detail Oriented
+ Understanding of Corporate Treasury Management, Payment Processing, and Reconciliation
+ Working knowledge of Microsoft Operating System and Office Suite
+ Able to Effectively Multi-Task in a fast-paced environment , with effective Time Management and Organizational Skills
+ Demonstrates technical fluency and an ability to learn and understand new technical concepts and products
**Preferred qualifications, capabilities, and skills**
+ Fluency in a 2 nd language (Spanish)
+ Experience working with Client Relationship Management tools
+ Experience working in Digital Channels connectivity, with an understanding of concepts including SFTP, PGP, AS2, ISO 20022 , and Partner Key Management
+ Experience working in the Banking/Fintech Industry, with an understanding of concepts including ACH, FedWire, Real Time Payments, and Cash Reporting
JPMorganChase, one of the oldest financial institutions, offers innovative financial solutions to millions of consumers, small businesses and many of the world's most prominent corporate, institutional and government clients under the J.P. Morgan and Chase brands. Our history spans over 200 years and today we are a leader in investment banking, consumer and small business banking, commercial banking, financial transaction processing and asset management.
We offer a competitive total rewards package including base salary determined based on the role, experience, skill set and location. Those in eligible roles may receive commission-based pay and/or discretionary incentive compensation, paid in the form of cash and/or forfeitable equity, awarded in recognition of individual achievements and contributions. We also offer a range of benefits and programs to meet employee needs, based on eligibility. These benefits include comprehensive health care coverage, on-site health and wellness centers, a retirement savings plan, backup childcare, tuition reimbursement, mental health support, financial coaching and more. Additional details about total compensation and benefits will be provided during the hiring process.
We recognize that our people are our strength and the diverse talents they bring to our global workforce are directly linked to our success. We are an equal opportunity employer and place a high value on diversity and inclusion at our company. We do not discriminate on the basis of any protected attribute, including race, religion, color, national origin, gender, sexual orientation, gender identity, gender expression, age, marital or veteran status, pregnancy or disability, or any other basis protected under applicable law. We also make reasonable accommodations for applicants' and employees' religious practices and beliefs, as well as mental health or physical disability needs. Visit our FAQs for more information about requesting an accommodation.
JPMorgan Chase & Co. is an Equal Opportunity Employer, including Disability/Veterans
As a Technology Support II team member in the Commercial & Investment Bank, you will play a vital role in ensuring the operational stability, availability, and performance of our production application flows. Your efforts in troubleshooting, maintaining, identifying, escalating, and resolving production service interruptions for all internally and externally developed systems support a seamless user experience and a culture of continuous improvement.
**Job responsibilities**
+ Serve as the escalation point of contact, leveraging strong product knowledge to support the Payments Solution Center, Service teams, and other internal partners, with a particular focus on Managed File Transfer Services
+ Provide direct assistance to our Client Onboarding and Service Solution Center analysts, addressing complex questions and escalations via phone, email, and chat.
+ Present research, options ,and explanations directly to our external clients via video conferencing tools such as Zoom and Microsoft Teams
+ Act as a point of contact during Major Incidents, collaborating with the Global Incident Management team and other partners to communicate client, product, and helpdesk impacts
+ Communicate with senior leadership regarding Incidents and priority client issues
+ Represent the Payments Solution Center in meetings with clients and internal partners, including client calls, business reviews, root cause analysis (RCA) discussions, and project meetings
+ Analyze service cases and collaborate with stakeholders to prevent potential escalations and recurrence of previous issues.
+ Contribute expertise to the development of new support documentation, along with updating existing documentation
+ Collaborate on future work streams to add additional Solution Center support teams within the Solution Center Escalations team
**Required qualifications, capabilities, and skills**
+ 2+ years of experience or equivalent expertise troubleshooting, resolving, and maintaining information technology services
+ Strong Oral and Written Communication
+ Strong meeting facilitation and influencing skills
+ Strong Problem-Solving Skills/Critical Thinking Skills/Decisive and Detail Oriented
+ Understanding of Corporate Treasury Management, Payment Processing, and Reconciliation
+ Working knowledge of Microsoft Operating System and Office Suite
+ Able to Effectively Multi-Task in a fast-paced environment , with effective Time Management and Organizational Skills
+ Demonstrates technical fluency and an ability to learn and understand new technical concepts and products
**Preferred qualifications, capabilities, and skills**
+ Fluency in a 2 nd language (Spanish)
+ Experience working with Client Relationship Management tools
+ Experience working in Digital Channels connectivity, with an understanding of concepts including SFTP, PGP, AS2, ISO 20022 , and Partner Key Management
+ Experience working in the Banking/Fintech Industry, with an understanding of concepts including ACH, FedWire, Real Time Payments, and Cash Reporting
JPMorganChase, one of the oldest financial institutions, offers innovative financial solutions to millions of consumers, small businesses and many of the world's most prominent corporate, institutional and government clients under the J.P. Morgan and Chase brands. Our history spans over 200 years and today we are a leader in investment banking, consumer and small business banking, commercial banking, financial transaction processing and asset management.
We offer a competitive total rewards package including base salary determined based on the role, experience, skill set and location. Those in eligible roles may receive commission-based pay and/or discretionary incentive compensation, paid in the form of cash and/or forfeitable equity, awarded in recognition of individual achievements and contributions. We also offer a range of benefits and programs to meet employee needs, based on eligibility. These benefits include comprehensive health care coverage, on-site health and wellness centers, a retirement savings plan, backup childcare, tuition reimbursement, mental health support, financial coaching and more. Additional details about total compensation and benefits will be provided during the hiring process.
We recognize that our people are our strength and the diverse talents they bring to our global workforce are directly linked to our success. We are an equal opportunity employer and place a high value on diversity and inclusion at our company. We do not discriminate on the basis of any protected attribute, including race, religion, color, national origin, gender, sexual orientation, gender identity, gender expression, age, marital or veteran status, pregnancy or disability, or any other basis protected under applicable law. We also make reasonable accommodations for applicants' and employees' religious practices and beliefs, as well as mental health or physical disability needs. Visit our FAQs for more information about requesting an accommodation.
JPMorgan Chase & Co. is an Equal Opportunity Employer, including Disability/Veterans
View Now
3
Technology Support II - Client Services
33601 Tampa, Florida
JPMorgan Chase Bank, N.A.
Posted 27 days ago
Job Viewed
Job Description
Join a dynamic team shaping the tech backbone of our operations, where your expertise fuels seamless system functionality and innovation.
As a Technology Support II team member in the Commercial & Investment Bank, you will play a vital role in ensuring the operational stability, availability, and performance of our production application flows. Your efforts in troubleshooting, maintaining, identifying, escalating, and resolving production service interruptions for all internally and externally developed systems support a seamless user experience and a culture of continuous improvement.
Job responsibilities
- Serve as the escalation point of contact, leveraging strong product knowledge to support the Payments Solution Center, Service teams, and other internal partners, with a particular focus on Managed File Transfer Services
- Provide direct assistance to our Client Onboarding and Service Solution Center analysts, addressing complex questions and escalations via phone, email, and chat.
- Present research, options ,and explanations directly to our external clients via video conferencing tools such as Zoom and Microsoft Teams
- Act as a point of contact during Major Incidents, collaborating with the Global Incident Management team and other partners to communicate client, product, and helpdesk impacts
- Communicate with senior leadership regarding Incidents and priority client issues
- Represent the Payments Solution Center in meetings with clients and internal partners, including client calls, business reviews, root cause analysis (RCA) discussions, and project meetings
- Analyze service cases and collaborate with stakeholders to prevent potential escalations and recurrence of previous issues.
- Contribute expertise to the development of new support documentation, along with updating existing documentation
- Collaborate on future work streams to add additional Solution Center support teams within the Solution Center Escalations team
Required qualifications, capabilities, and skills
- 2+ years of experience or equivalent expertise troubleshooting, resolving, and maintaining information technology services
- Strong Oral and Written Communication
- Strong m eeting facilitation and influencing skills
- Strong Problem-Solving Skills/Critical Thinking Skills/Decisive and Detail Oriented
- Understanding of Corporate Treasury Management, Payment Processing, and Reconciliation
- Working knowledge of Microsoft Operating System and Office Suite
- Able to Effectively Multi-Task in a fast-paced environment , with effective Time Management and Organizational Skills
- Demonstrate s technical fluency and an ability to learn and understand new technical concepts and products
Preferred qualifications, capabilities, and skills
- Fluency in a 2 nd language (Spanish)
- Experience working with Client Relationship Management tools
- Experience working in Digital Channels connectivity, with an understanding of concepts including SFTP, PGP, AS2, ISO 20022 , and Partner Key Management
- Experience working in the Banking/Fintech Industry, with an understanding of concepts including ACH, FedWire, Real Time Payments, and Cash Reporting
JPMorganChase, one of the oldest financial institutions, offers innovative financial solutions to millions of consumers, small businesses and many of the world's most prominent corporate, institutional and government clients under the J.P. Morgan and Chase brands. Our history spans over 200 years and today we are a leader in investment banking, consumer and small business banking, commercial banking, financial transaction processing and asset management.
We offer a competitive total rewards package including base salary determined based on the role, experience, skill set and location. Those in eligible roles may receive commission-based pay and/or discretionary incentive compensation, paid in the form of cash and/or forfeitable equity, awarded in recognition of individual achievements and contributions. We also offer a range of benefits and programs to meet employee needs, based on eligibility. These benefits include comprehensive health care coverage, on-site health and wellness centers, a retirement savings plan, backup childcare, tuition reimbursement, mental health support, financial coaching and more. Additional details about total compensation and benefits will be provided during the hiring process.
We recognize that our people are our strength and the diverse talents they bring to our global workforce are directly linked to our success. We are an equal opportunity employer and place a high value on diversity and inclusion at our company. We do not discriminate on the basis of any protected attribute, including race, religion, color, national origin, gender, sexual orientation, gender identity, gender expression, age, marital or veteran status, pregnancy or disability, or any other basis protected under applicable law. We also make reasonable accommodations for applicants' and employees' religious practices and beliefs, as well as mental health or physical disability needs. Visit our FAQs for more information about requesting an accommodation.
JPMorgan Chase & Co. is an Equal Opportunity Employer, including Disability/Veterans
Apply Now
4
Client Tax Services Operations Support Specialist 3
33603 Tampa, Florida
Citigroup
Posted 3 days ago
Job Viewed
Job Description
The Ops Support Specialist 3 is an entry-level position responsible for providing operations support services, including but not limited to; record/documentation maintenance, storage & retrieval of records, account maintenance, imaging and the opening of accounts in coordination with the Operations - Core Team. Additionally, the Ops Support Specialist 3 serves as the liaison between operations staff, relationship managers, project managers, custodians and clients. The overall objective of this role is to provide day-to-day operations support in alignment with Citi operations support infrastructure and processes.
**Responsibilities:**
+ Document processes in an accurate and detailed manner and follow established procedures to complete complex assignments
+ Identify process gaps requiring escalation, offering potential solutions
+ Assist with inventory management and workflow needs as dictated through risk priority and service level
+ Support a range of products and services
+ Perform other duties and functions as assigned
+ Analyze problems and formulate solutions through research and investigation
+ Navigate, test and execute moderately complex databases, spreadsheets, and systems
+ Ensure accurate and timely account handling
+ Assist in activities that help reduce organizational impact and/or loss
+ Appropriately assess risk when business decisions are made, demonstrating particular consideration for the firm's reputation and safeguarding Citigroup, its clients and assets, by driving compliance with applicable laws, rules and regulations, adhering to Policy, applying sound ethical judgment regarding personal behavior, conduct and business practices, and escalating, managing and reporting control issues with transparency.
**Qualifications:**
+ 1 year of relevant experience
+ Proficient computer and typing skills
+ Microsoft Office skills including Microsoft Excel
+ Ability to adapt to new technology quickly and seamlessly
+ Consistently demonstrates clear and concise written and verbal communication skills
+ Ability to work with others to complete assigned tasks
**Education:**
+ High School diploma or equivalent
This job description provides a high-level review of the types of work performed. Other job-related duties may be assigned as required.
---
**Job Family Group:**
Operations - Core
---
**Job Family:**
Operations Support
---
**Time Type:**
Full time
---
**Primary Location:**
Tampa Florida United States
---
**Primary Location Full Time Salary Range:**
$40,560.00 - $50,100.00
In addition to salary, Citi's offerings may also include, for eligible employees, discretionary and formulaic incentive and retention awards. Citi offers competitive employee benefits, including: medical, dental & vision coverage; 401(k); life, accident, and disability insurance; and wellness programs. Citi also offers paid time off packages, including planned time off (vacation), unplanned time off (sick leave), and paid holidays. For additional information regarding Citi employee benefits, please visit citibenefits.com. Available offerings may vary by jurisdiction, job level, and date of hire.
---
**Most Relevant Skills**
Please see the requirements listed above.
---
**Other Relevant Skills**
For complementary skills, please see above and/or contact the recruiter.
---
**Anticipated Posting Close Date:**
Oct 17, 2025
---
_Citi is an equal opportunity employer, and qualified candidates will receive consideration without regard to their race, color, religion, sex, sexual orientation, gender identity, national origin, disability, status as a protected veteran, or any other characteristic protected by law._
_If you are a person with a disability and need a reasonable accommodation to use our search tools and/or apply for a career opportunity review Accessibility at Citi ( ._
_View Citi's EEO Policy Statement ( and the Know Your Rights ( poster._
Citi is an equal opportunity and affirmative action employer.
Minority/Female/Veteran/Individuals with Disabilities/Sexual Orientation/Gender Identity.
**Responsibilities:**
+ Document processes in an accurate and detailed manner and follow established procedures to complete complex assignments
+ Identify process gaps requiring escalation, offering potential solutions
+ Assist with inventory management and workflow needs as dictated through risk priority and service level
+ Support a range of products and services
+ Perform other duties and functions as assigned
+ Analyze problems and formulate solutions through research and investigation
+ Navigate, test and execute moderately complex databases, spreadsheets, and systems
+ Ensure accurate and timely account handling
+ Assist in activities that help reduce organizational impact and/or loss
+ Appropriately assess risk when business decisions are made, demonstrating particular consideration for the firm's reputation and safeguarding Citigroup, its clients and assets, by driving compliance with applicable laws, rules and regulations, adhering to Policy, applying sound ethical judgment regarding personal behavior, conduct and business practices, and escalating, managing and reporting control issues with transparency.
**Qualifications:**
+ 1 year of relevant experience
+ Proficient computer and typing skills
+ Microsoft Office skills including Microsoft Excel
+ Ability to adapt to new technology quickly and seamlessly
+ Consistently demonstrates clear and concise written and verbal communication skills
+ Ability to work with others to complete assigned tasks
**Education:**
+ High School diploma or equivalent
This job description provides a high-level review of the types of work performed. Other job-related duties may be assigned as required.
---
**Job Family Group:**
Operations - Core
---
**Job Family:**
Operations Support
---
**Time Type:**
Full time
---
**Primary Location:**
Tampa Florida United States
---
**Primary Location Full Time Salary Range:**
$40,560.00 - $50,100.00
In addition to salary, Citi's offerings may also include, for eligible employees, discretionary and formulaic incentive and retention awards. Citi offers competitive employee benefits, including: medical, dental & vision coverage; 401(k); life, accident, and disability insurance; and wellness programs. Citi also offers paid time off packages, including planned time off (vacation), unplanned time off (sick leave), and paid holidays. For additional information regarding Citi employee benefits, please visit citibenefits.com. Available offerings may vary by jurisdiction, job level, and date of hire.
---
**Most Relevant Skills**
Please see the requirements listed above.
---
**Other Relevant Skills**
For complementary skills, please see above and/or contact the recruiter.
---
**Anticipated Posting Close Date:**
Oct 17, 2025
---
_Citi is an equal opportunity employer, and qualified candidates will receive consideration without regard to their race, color, religion, sex, sexual orientation, gender identity, national origin, disability, status as a protected veteran, or any other characteristic protected by law._
_If you are a person with a disability and need a reasonable accommodation to use our search tools and/or apply for a career opportunity review Accessibility at Citi ( ._
_View Citi's EEO Policy Statement ( and the Know Your Rights ( poster._
Citi is an equal opportunity and affirmative action employer.
Minority/Female/Veteran/Individuals with Disabilities/Sexual Orientation/Gender Identity.
View Now
5
Treasury Management Relationship Manager
33603 Tampa, Florida
Regions Bank
Posted 3 days ago
Job Viewed
Job Description
Thank you for your interest in a career at Regions. At Regions, we believe associates deserve more than just a job. We believe in offering performance-driven individuals a place where they can build a career --- a place to expect more opportunities. If you are focused on results, dedicated to quality, strength and integrity, and possess the drive to succeed, then we are your employer of choice.
Regions is dedicated to taking appropriate steps to safeguard and protect private and personally identifiable information you submit. The information that you submit will be collected and reviewed by associates, consultants, and vendors of Regions in order to evaluate your qualifications and experience for job opportunities and will not be used for marketing purposes, sold, or shared outside of Regions unless required by law. Such information will be stored in accordance with regulatory requirements and in conjunction with Regions' Retention Schedule for a minimum of three years. You may review, modify, or update your information by visiting and logging into the careers section of the system.
**Job Description:**
At Regions, the Treasury Management Relationship Manager is responsible for developing new treasury management business and expanding existing business relationships.
**Primary Responsibilities**
+ Develops sales strategy for the market appropriate to meet/exceed the stated new sales and portfolio goals
+ Meets regularly with Relationship Managers to identify opportunities and provide information on products, services and unique applications
+ Calls on both prospective and current clients to identify needs, propose solutions and address any servicing issues
+ Works with Product Management Partners where needed to develop sales proposals and determine pricing strategies
+ Conducts treasury services relationship reviews on top clients
+ Presents treasury service product training for officers and managers in all lines of business to keep them informed of products and services available to customers
+ Maintains up-to-date treasury management industry knowledge by participation in training opportunities and reading available literature
+ Overnight travel is minimal
This position is exempt from timekeeping requirements under the Fair Labor Standards act and is not eligible for overtime pay.
This position is incentive eligible.
**Requirements**
+ Bachelor's degree and seven (7) years in Treasury Services Sales or related experience
+ High School Diploma or GED and eight (8)years in Treasury Services Sales or related experience
**Skills and Competencies**
+ Strong negotiating abilities
+ Demonstrated leadership abilities
+ Strong verbal and written communication skills
+ Experience developing others as a mentor/leader
+ Positive reputation and network of industry contacts
+ Proficiency in Microsoft Office (Excel, Word, PowerPoint, Outlook, etc.)
+ Strong analytical and problem-solving skills
+ Strong business acumen
**This position may be filled at a higher level depending on the candidate's qualifications and relevant experience**
**Position Type**
Full time
**Compensation Details**
Pay ranges are job specific and are provided as a point-of-market reference for compensation decisions. Other factors which directly impact pay for individual associates include: experience, skills, knowledge, contribution, job location and, most importantly, performance in the job role. As these factors vary by individuals, pay will also vary among individual associates within the same job.
The target information listed below is based on the Metropolitan Statistical Area Market Range for where the position is located and level of the position.
**Job Range Target:**
**_Minimum:_**
$107,309.95 USD
**_Median:_**
$143,680.00 USD
**Incentive Pay Plans:**
This role is eligible to participate in a discretionary incentive plan. Employees have the potential to receive a discretionary award based on performance against defined metrics and goals.Opportunity to participate in the Long Term Incentive Plan.
**Benefits Information**
Regions offers a benefits package that is flexible, comprehensive and recognizes that "one size does not fit all" for benefits-eligible associates. ( Listed below is a synopsis of the benefits offered by Regions for informational purposes, which is not intended to be a complete summary of plan terms and conditions.
+ Paid Vacation/Sick Time
+ 401K with Company Match
+ Medical, Dental and Vision Benefits
+ Disability Benefits
+ Health Savings Account
+ Flexible Spending Account
+ Life Insurance
+ Parental Leave
+ Employee Assistance Program
+ Associate Volunteer Program
Please note, benefits and plans may be changed, amended, or terminated with respect to all or any class of associate at any time. To learn more about Regions' benefits, please click or copy the link below to your browser.
Details**
Downtown St. Pete
**Location:**
St. Petersburg, Florida
Equal Opportunity Employer/including Disabled/Veterans
Job applications at Regions are accepted electronically through our career site for a minimum of five business days from the date of posting. Job postings for higher-volume positions may remain active for longer than the minimum period due to business need and may be closed at any time thereafter at the discretion of the company.
Regions is dedicated to taking appropriate steps to safeguard and protect private and personally identifiable information you submit. The information that you submit will be collected and reviewed by associates, consultants, and vendors of Regions in order to evaluate your qualifications and experience for job opportunities and will not be used for marketing purposes, sold, or shared outside of Regions unless required by law. Such information will be stored in accordance with regulatory requirements and in conjunction with Regions' Retention Schedule for a minimum of three years. You may review, modify, or update your information by visiting and logging into the careers section of the system.
**Job Description:**
At Regions, the Treasury Management Relationship Manager is responsible for developing new treasury management business and expanding existing business relationships.
**Primary Responsibilities**
+ Develops sales strategy for the market appropriate to meet/exceed the stated new sales and portfolio goals
+ Meets regularly with Relationship Managers to identify opportunities and provide information on products, services and unique applications
+ Calls on both prospective and current clients to identify needs, propose solutions and address any servicing issues
+ Works with Product Management Partners where needed to develop sales proposals and determine pricing strategies
+ Conducts treasury services relationship reviews on top clients
+ Presents treasury service product training for officers and managers in all lines of business to keep them informed of products and services available to customers
+ Maintains up-to-date treasury management industry knowledge by participation in training opportunities and reading available literature
+ Overnight travel is minimal
This position is exempt from timekeeping requirements under the Fair Labor Standards act and is not eligible for overtime pay.
This position is incentive eligible.
**Requirements**
+ Bachelor's degree and seven (7) years in Treasury Services Sales or related experience
+ High School Diploma or GED and eight (8)years in Treasury Services Sales or related experience
**Skills and Competencies**
+ Strong negotiating abilities
+ Demonstrated leadership abilities
+ Strong verbal and written communication skills
+ Experience developing others as a mentor/leader
+ Positive reputation and network of industry contacts
+ Proficiency in Microsoft Office (Excel, Word, PowerPoint, Outlook, etc.)
+ Strong analytical and problem-solving skills
+ Strong business acumen
**This position may be filled at a higher level depending on the candidate's qualifications and relevant experience**
**Position Type**
Full time
**Compensation Details**
Pay ranges are job specific and are provided as a point-of-market reference for compensation decisions. Other factors which directly impact pay for individual associates include: experience, skills, knowledge, contribution, job location and, most importantly, performance in the job role. As these factors vary by individuals, pay will also vary among individual associates within the same job.
The target information listed below is based on the Metropolitan Statistical Area Market Range for where the position is located and level of the position.
**Job Range Target:**
**_Minimum:_**
$107,309.95 USD
**_Median:_**
$143,680.00 USD
**Incentive Pay Plans:**
This role is eligible to participate in a discretionary incentive plan. Employees have the potential to receive a discretionary award based on performance against defined metrics and goals.Opportunity to participate in the Long Term Incentive Plan.
**Benefits Information**
Regions offers a benefits package that is flexible, comprehensive and recognizes that "one size does not fit all" for benefits-eligible associates. ( Listed below is a synopsis of the benefits offered by Regions for informational purposes, which is not intended to be a complete summary of plan terms and conditions.
+ Paid Vacation/Sick Time
+ 401K with Company Match
+ Medical, Dental and Vision Benefits
+ Disability Benefits
+ Health Savings Account
+ Flexible Spending Account
+ Life Insurance
+ Parental Leave
+ Employee Assistance Program
+ Associate Volunteer Program
Please note, benefits and plans may be changed, amended, or terminated with respect to all or any class of associate at any time. To learn more about Regions' benefits, please click or copy the link below to your browser.
Details**
Downtown St. Pete
**Location:**
St. Petersburg, Florida
Equal Opportunity Employer/including Disabled/Veterans
Job applications at Regions are accepted electronically through our career site for a minimum of five business days from the date of posting. Job postings for higher-volume positions may remain active for longer than the minimum period due to business need and may be closed at any time thereafter at the discretion of the company.
View Now
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6
Treasury Management Relationship Manager
33747 St. Petersburg, Florida
Regions Bank
Posted 3 days ago
Job Viewed
Job Description
Thank you for your interest in a career at Regions. At Regions, we believe associates deserve more than just a job. We believe in offering performance-driven individuals a place where they can build a career --- a place to expect more opportunities. If you are focused on results, dedicated to quality, strength and integrity, and possess the drive to succeed, then we are your employer of choice.
Regions is dedicated to taking appropriate steps to safeguard and protect private and personally identifiable information you submit. The information that you submit will be collected and reviewed by associates, consultants, and vendors of Regions in order to evaluate your qualifications and experience for job opportunities and will not be used for marketing purposes, sold, or shared outside of Regions unless required by law. Such information will be stored in accordance with regulatory requirements and in conjunction with Regions' Retention Schedule for a minimum of three years. You may review, modify, or update your information by visiting and logging into the careers section of the system.
**Job Description:**
At Regions, the Treasury Management Relationship Manager is responsible for developing new treasury management business and expanding existing business relationships.
**Primary Responsibilities**
+ Develops sales strategy for the market appropriate to meet/exceed the stated new sales and portfolio goals
+ Meets regularly with Relationship Managers to identify opportunities and provide information on products, services and unique applications
+ Calls on both prospective and current clients to identify needs, propose solutions and address any servicing issues
+ Works with Product Management Partners where needed to develop sales proposals and determine pricing strategies
+ Conducts treasury services relationship reviews on top clients
+ Presents treasury service product training for officers and managers in all lines of business to keep them informed of products and services available to customers
+ Maintains up-to-date treasury management industry knowledge by participation in training opportunities and reading available literature
+ Overnight travel is minimal
This position is exempt from timekeeping requirements under the Fair Labor Standards act and is not eligible for overtime pay.
This position is incentive eligible.
**Requirements**
+ Bachelor's degree and seven (7) years in Treasury Services Sales or related experience
+ High School Diploma or GED and eight (8)years in Treasury Services Sales or related experience
**Skills and Competencies**
+ Strong negotiating abilities
+ Demonstrated leadership abilities
+ Strong verbal and written communication skills
+ Experience developing others as a mentor/leader
+ Positive reputation and network of industry contacts
+ Proficiency in Microsoft Office (Excel, Word, PowerPoint, Outlook, etc.)
+ Strong analytical and problem-solving skills
+ Strong business acumen
**This position may be filled at a higher level depending on the candidate's qualifications and relevant experience**
**Position Type**
Full time
**Compensation Details**
Pay ranges are job specific and are provided as a point-of-market reference for compensation decisions. Other factors which directly impact pay for individual associates include: experience, skills, knowledge, contribution, job location and, most importantly, performance in the job role. As these factors vary by individuals, pay will also vary among individual associates within the same job.
The target information listed below is based on the Metropolitan Statistical Area Market Range for where the position is located and level of the position.
**Job Range Target:**
**_Minimum:_**
$107,309.95 USD
**_Median:_**
$143,680.00 USD
**Incentive Pay Plans:**
This role is eligible to participate in a discretionary incentive plan. Employees have the potential to receive a discretionary award based on performance against defined metrics and goals.Opportunity to participate in the Long Term Incentive Plan.
**Benefits Information**
Regions offers a benefits package that is flexible, comprehensive and recognizes that "one size does not fit all" for benefits-eligible associates. ( Listed below is a synopsis of the benefits offered by Regions for informational purposes, which is not intended to be a complete summary of plan terms and conditions.
+ Paid Vacation/Sick Time
+ 401K with Company Match
+ Medical, Dental and Vision Benefits
+ Disability Benefits
+ Health Savings Account
+ Flexible Spending Account
+ Life Insurance
+ Parental Leave
+ Employee Assistance Program
+ Associate Volunteer Program
Please note, benefits and plans may be changed, amended, or terminated with respect to all or any class of associate at any time. To learn more about Regions' benefits, please click or copy the link below to your browser.
Details**
Downtown St. Pete
**Location:**
St. Petersburg, Florida
Equal Opportunity Employer/including Disabled/Veterans
Job applications at Regions are accepted electronically through our career site for a minimum of five business days from the date of posting. Job postings for higher-volume positions may remain active for longer than the minimum period due to business need and may be closed at any time thereafter at the discretion of the company.
Regions is dedicated to taking appropriate steps to safeguard and protect private and personally identifiable information you submit. The information that you submit will be collected and reviewed by associates, consultants, and vendors of Regions in order to evaluate your qualifications and experience for job opportunities and will not be used for marketing purposes, sold, or shared outside of Regions unless required by law. Such information will be stored in accordance with regulatory requirements and in conjunction with Regions' Retention Schedule for a minimum of three years. You may review, modify, or update your information by visiting and logging into the careers section of the system.
**Job Description:**
At Regions, the Treasury Management Relationship Manager is responsible for developing new treasury management business and expanding existing business relationships.
**Primary Responsibilities**
+ Develops sales strategy for the market appropriate to meet/exceed the stated new sales and portfolio goals
+ Meets regularly with Relationship Managers to identify opportunities and provide information on products, services and unique applications
+ Calls on both prospective and current clients to identify needs, propose solutions and address any servicing issues
+ Works with Product Management Partners where needed to develop sales proposals and determine pricing strategies
+ Conducts treasury services relationship reviews on top clients
+ Presents treasury service product training for officers and managers in all lines of business to keep them informed of products and services available to customers
+ Maintains up-to-date treasury management industry knowledge by participation in training opportunities and reading available literature
+ Overnight travel is minimal
This position is exempt from timekeeping requirements under the Fair Labor Standards act and is not eligible for overtime pay.
This position is incentive eligible.
**Requirements**
+ Bachelor's degree and seven (7) years in Treasury Services Sales or related experience
+ High School Diploma or GED and eight (8)years in Treasury Services Sales or related experience
**Skills and Competencies**
+ Strong negotiating abilities
+ Demonstrated leadership abilities
+ Strong verbal and written communication skills
+ Experience developing others as a mentor/leader
+ Positive reputation and network of industry contacts
+ Proficiency in Microsoft Office (Excel, Word, PowerPoint, Outlook, etc.)
+ Strong analytical and problem-solving skills
+ Strong business acumen
**This position may be filled at a higher level depending on the candidate's qualifications and relevant experience**
**Position Type**
Full time
**Compensation Details**
Pay ranges are job specific and are provided as a point-of-market reference for compensation decisions. Other factors which directly impact pay for individual associates include: experience, skills, knowledge, contribution, job location and, most importantly, performance in the job role. As these factors vary by individuals, pay will also vary among individual associates within the same job.
The target information listed below is based on the Metropolitan Statistical Area Market Range for where the position is located and level of the position.
**Job Range Target:**
**_Minimum:_**
$107,309.95 USD
**_Median:_**
$143,680.00 USD
**Incentive Pay Plans:**
This role is eligible to participate in a discretionary incentive plan. Employees have the potential to receive a discretionary award based on performance against defined metrics and goals.Opportunity to participate in the Long Term Incentive Plan.
**Benefits Information**
Regions offers a benefits package that is flexible, comprehensive and recognizes that "one size does not fit all" for benefits-eligible associates. ( Listed below is a synopsis of the benefits offered by Regions for informational purposes, which is not intended to be a complete summary of plan terms and conditions.
+ Paid Vacation/Sick Time
+ 401K with Company Match
+ Medical, Dental and Vision Benefits
+ Disability Benefits
+ Health Savings Account
+ Flexible Spending Account
+ Life Insurance
+ Parental Leave
+ Employee Assistance Program
+ Associate Volunteer Program
Please note, benefits and plans may be changed, amended, or terminated with respect to all or any class of associate at any time. To learn more about Regions' benefits, please click or copy the link below to your browser.
Details**
Downtown St. Pete
**Location:**
St. Petersburg, Florida
Equal Opportunity Employer/including Disabled/Veterans
Job applications at Regions are accepted electronically through our career site for a minimum of five business days from the date of posting. Job postings for higher-volume positions may remain active for longer than the minimum period due to business need and may be closed at any time thereafter at the discretion of the company.
View Now
7
Client Relationship Associate (Wealth Management)
33603 Tampa, Florida
Raymond James Financial, Inc.
Posted 1 day ago
Job Viewed
Job Description
Job Summary:
Celebrating more than 30 years of service and excellence in the Financial Service Industry, Thakar Financial LLC is seeking a dynamic Client Relationship Associate who is looking to join this growing team. This ideal candidate will be detail orientated, problem solver, and is able to work independently. This role helps provide high quality customer service to prospective and existing clients. The candidate will play a key role in all operations duties. Ideal candidate would be in the Clearwater Beach, Florida area.
Duties and Responsibilities:
+ Services the daily interactions with clients, including basic inquiries and scheduling of meetings in person and via Zoom.
+ Research client and security information through the back office system.
+ Works both independently and with the team to provide support to the financial advisor.
+ With accuracy process client transactions per client request or financial advisor request.
+ Open new client accounts.
+ Ensure client paperwork and documentation is correct to submit for processing.
+ Prepare reports and agenda for upcoming client meetings for the financial advisor.
+ Create notes and other records in Client Relationship Management software.
+ Perform other tasks as assigned.
Knowledge of:
+ Company's working structure, policies, mission, and strategies.
+ General office practices, procedures, and methods.
+ Investment concepts, practices and procedures used in the securities industry.
+ Financial markets and products.
Qualifications:
+ Bachelor's degree in business or related discipline, MBA preferred.
+ 2 or more years' experience in the securities industry or related work experience preferred.
+ Sie/Series 7 and Series 66 preferred
+ Experience in using Client Relationship Management software
+ Proficient n Microsoft Office software
_Th_ _akar Financial and its employees are_ **_independent contractors with respect to Raymond James_** _; not employees of Raymond James. The term "Raymond James" includes, but is not limited to Raymond James Financial Services, Inc. ("RJFS") and Raymond James Financial Services Advisors. Inc. ("RJFSA") as affiliates._
Celebrating more than 30 years of service and excellence in the Financial Service Industry, Thakar Financial LLC is seeking a dynamic Client Relationship Associate who is looking to join this growing team. This ideal candidate will be detail orientated, problem solver, and is able to work independently. This role helps provide high quality customer service to prospective and existing clients. The candidate will play a key role in all operations duties. Ideal candidate would be in the Clearwater Beach, Florida area.
Duties and Responsibilities:
+ Services the daily interactions with clients, including basic inquiries and scheduling of meetings in person and via Zoom.
+ Research client and security information through the back office system.
+ Works both independently and with the team to provide support to the financial advisor.
+ With accuracy process client transactions per client request or financial advisor request.
+ Open new client accounts.
+ Ensure client paperwork and documentation is correct to submit for processing.
+ Prepare reports and agenda for upcoming client meetings for the financial advisor.
+ Create notes and other records in Client Relationship Management software.
+ Perform other tasks as assigned.
Knowledge of:
+ Company's working structure, policies, mission, and strategies.
+ General office practices, procedures, and methods.
+ Investment concepts, practices and procedures used in the securities industry.
+ Financial markets and products.
Qualifications:
+ Bachelor's degree in business or related discipline, MBA preferred.
+ 2 or more years' experience in the securities industry or related work experience preferred.
+ Sie/Series 7 and Series 66 preferred
+ Experience in using Client Relationship Management software
+ Proficient n Microsoft Office software
_Th_ _akar Financial and its employees are_ **_independent contractors with respect to Raymond James_** _; not employees of Raymond James. The term "Raymond James" includes, but is not limited to Raymond James Financial Services, Inc. ("RJFS") and Raymond James Financial Services Advisors. Inc. ("RJFSA") as affiliates._
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8