Orlando, Florida, United States · On-site
The position is described below. If you want to apply, click the Apply Now button at the top or bottom of this page. After you click Apply Now and complete your application, you'll be invited to create a profile, which w…
Skills: Relationship Management, Client Servicing, Wealth Management, Banking Operations, Microsoft Office
Orlando, Florida, United States · On-site
$50k–$100k/yr
Our associates celebrate lives. We celebrate our associates. Accountable for serving client families by making at need cemetery arrangements and selling pre-need arrangements. The Family Service Counselor serves families…
Skills: Lead Generation, Prospecting, Customer Service, Sales, Relationship Building
Orange County, Florida, United States · On-site
We Put the World on Vacation Travel + Leisure Co. is the world’s leading vacation ownership and travel membership company, with a dynamic and growing portfolio of resort, travel club, and lifestyle travel brands. Our ded…
Skills: Full Life-Cycle Recruiting, Passive Candidate Sourcing, Interviewing, Negotiating, Networking
Orlando, Florida, United States · On-site
Location:Orlando Vineland FW 8200 Vineland Avenue Suite 1541 Orlando, FL 32821 Total Rewards: Quarterly Bonus Program to award store performance, Comprehensive Medical with FSA/HSA options, Dental, Vision, and Well-being…
Skills: Store Operations, Staff Coaching, Budget Management, Expense Control, Inventory Management
Orlando, Florida, United States · On-site
New Store Opening! Orlando MarketplaceLocation:5265 International Drive Suite A26 Orlando, FL 32819 ABOUT THE POSITION Total Rewards: Quarterly Bonus Program to award store performance, Comprehensive Medical with FSA/HSA…
Skills: Store Operations, Staff Leadership, Employee Coaching, Inventory Management, Shrink Control
Orlando, Florida, United States · On-site
About Goosehead Since 2003, Goosehead Insurance has been disrupting the insurance industry by giving clients the power of choice, utilizing a smarter marketing approach, and delivering world class service. This is all po…
Skills: Client Retention, Insurance Re-marketing, Consultative Sales, Cross-selling, Policy Review
Orlando, Florida, United States · On-site
Position Summary The Vice President of Sales is responsible for leading the company’s commercial sales strategy, revenue growth initiatives, customer expansion, and market penetration across all assigned business segment…
Skills: Commercial Strategy, Revenue Growth, Executive Leadership, Market Penetration, Financial Acumen
Orlando, Florida, United States · On-site
$17/hr–$26/hr
Be part of an amazing story Macy’s is more than just a store. We’re a story. One that’s captured the hearts and minds of America for more than 160 years. A story about innovations and traditions…about inspiring stores an…
Skills: Customer Service, Fragrance Sales, Inventory Management, Product Demonstration, Interpersonal Communication
Orlando, Florida, United States · On-site
$16/hr–$20/hr
Be part of an amazing story Macy’s is more than just a store. We’re a story. One that’s captured the hearts and minds of America for more than 160 years. A story about innovations and traditions…about inspiring stores an…
Skills: Customer Engagement, Sales Techniques, Hospitality, Product Knowledge, Inventory Recovery
Orlando, Florida, United States · On-site
$16/hr–$20/hr
Be part of an amazing story Macy’s is more than just a store. We’re a story. One that’s captured the hearts and minds of America for more than 160 years. A story about innovations and traditions…about inspiring stores an…
Skills: Customer Engagement, Sales Techniques, Hospitality, Product Knowledge, Inventory Recovery
Orlando, Florida, United States · Hybrid
Overview Job Title: Account Executive Department: Sales Reporting To: General Sales Manager Employment Type: Full-Time Location(s): Orlando, FL Work Arrangement: Onsite/Hybrid Overview: Audacy Orlando is growing our sale…
Skills: Cold Calling, Prospecting, Negotiation, Closing, Digital Sales
Orlando, Florida, United States · On-site
With approximately 1,300 boutiques and outlets throughout the U.S., as well as an online presence for each of our brands, it takes sophisticated technology, resources and infrastructure to ensure the continued success of…
Skills: Sales Management, Customer Service, Team Leadership, Inventory Management, Clienteling
Orlando, Florida, United States · On-site
Join our fashion-obsessed team, dedicated to a styling and social experience that makes women feel beautiful. POSITION OBJECTIVE: The Support Associate is responsible for supporting a customer and product-focused sales c…
Skills: Merchandise Handling, Stock Processing, Inventory Management, Customer Service, Visual Merchandising
Orange County, Florida, United States · On-site
We Put the World on Vacation Travel + Leisure Co. is the world’s leading vacation ownership and travel membership company, with a dynamic and growing portfolio of resort, travel club, and lifestyle travel brands. Our ded…
Skills: Sales Presentations, Closing Techniques, Rapport Building, Objection Handling, Customer Relationship Management
Orlando, Florida, United States · Remote Solely
The Busick Agency is looking for remote sales representatives to become a part of our team to run appointments for mortgage protection, life insurance, final expense, retirement protection, annuities, and debt-free livin…
Skills: Communication Skills, Organization, Self-motivation, Problem-solving, Sales
Orlando, Florida, United States · On-site
Overall Job Summary The High Volume FAST Team Member is responsible for working as part of the Field Activity Support Team (FAST), primarily in a single store, to own and execute “start to finish” variable tasks such as …
Skills: Merchandising, Planogram Execution, Inventory Management, Customer Service, Fixture Assembly
Orlando, Florida, United States · On-site
$16/hr–$20/hr
Be part of an amazing story Macy’s is more than just a store. We’re a story. One that’s captured the hearts and minds of America for more than 160 years. A story about innovations and traditions…about inspiring stores an…
Skills: Customer Engagement, Personalized Selling, Hospitality, Product Knowledge, Sales Goal Achievement
Orlando, Florida, United States · Hybrid
Description Chipr is seeking experienced door-to-door sales representatives to join our sales team. Your purpose is to help consumers improve their quality of life through enhanced home technology solutions. You’ll work …
Skills: Door-to-door Sales, Canvassing, Customer Acquisition, Product Knowledge, Sales Tracking
Orlando, Florida, United States · On-site
Store 2709747: 6949 Silver Star Rd, Orlando, Florida 32818 Shift AvailabilityOvernights (Weekdays + Weekend Availability Required) Time Type Part time Customer Service Representative We want you to join our team as a Cus…
Skills: Customer Service, Cashiering, Sales, Communication, Problem Solving
Orlando, Florida, United States · On-site
Store 2709747: 6949 Silver Star Rd, Orlando, Florida 32818 Shift AvailabilityEvenings (Weekdays + Weekend Availability Required) Time Type Part time Customer Service Representative We want you to join our team as a Custo…
Skills: Customer Care, Cashiering, Sales, Communication, Problem Solving
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Provides in-office support to Wealth Advisors by managing high net-worth client requests and coordinating operational tasks with centralized service teams. Responsible for scheduling, maintaining client records, and ensuring a superior client experience through administrative and relationship management activities.
Requires an undergraduate degree or at least 4 years of banking experience with strong knowledge of banking, lending, and wealth management solutions. Candidates must possess excellent organizational, communication, and interpersonal skills, with proficiency in Microsoft Office.
If you have a disability and need assistance with the application, you can request a reasonable accommodation. Send an email to Accessibility (accommodation requests only; other inquiries won't receive a response).
Language Fluency: English (Required)
Work Shift:
1st shift (United States of America)Following is a summary of the essential functions for this job. Other duties may be performed, both major and minor, which are not mentioned below. Specific activities may change from time to time.
1. Work within the Truist risk framework to prioritize relationship management activities with a focus on the client experience and support of the advisor’s purpose-driven advice delivery, revenue-generating activities, and client acquisition activities.
2. Support administrative fitness efforts through review of relevant reports and ensuring timely updates to book management data (i.e. pipelined reports and referrals)
3. Support the sales and retention efforts by scheduling appointments, making follow up telephone calls, and preparing and maintaining client presentation and marketing materials.
4. Support Integrated Relationship Management activities through good understanding of offerings, solutions, and referral pathways.
5. Triage and delegate client and advisor operational requests related to transfers, withdrawals, and account opening/maintenance to the centralized service team.
6. Work closely with the centralized service team to ensure client and advisor requests are fulfilled in a timely manner.
7. Demonstrate proficiency in all operational competencies and processes including banking, credit, investments, trust, new client on-boarding/welcome program, client servicing and advisor support.
8. Escalate potential at-risk relationships to advisor/regional managing director.
9. Serve as the on-site local contact for wealth support advisory org teammates and leadership.
10. Maintain positive working relationships with various departments and individuals who are designated to support Wealth support efforts and serve as an effective advocate for Wealth clients with other LOBs.
11. Enter and maintain appropriate client records; monitor client transactions and client data for accuracy and timeliness; maintain appropriate documentation of client transactions.
12. Respond to client requests for information and assistance within appropriate level of authority.
13. Assist the advisors with other administrative functions, prioritizing those actions that enable quality client interactions and support a superior client experience.
14. Continually render responsive and professional personal service to Wealth clients
15. Can attend client events/meetings, as needed, with leadership approval.
16. Serve as a peer-mentor for WSS I
17. Participate in workstreams, committees and councils as needed.
18. Able to provide support for multiple advisors and client relationships in a fast-paced environment.
19. Able to work independently and seek guidance as needed.
20. Where applicable, demonstrate proficiency in specialty-specific support activities, including servicing a commercial book of business, demonstrate a basic understanding of treasury services and solutions, and identifying specialty-specific process and service/solution delivery gaps.
QUALIFICATIONS
Required Qualifications:
The requirements listed below are representative of the knowledge, skill and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
1. Undergraduate degree or 4+ years of banking experience
2. Excellent organizational skills with the ability to work on numerous tasks simultaneously.
3. Responsive to coaching
4. Able to learn independently using training guides, virtual and in-person training sessions, and peer-to-peer training.
5. Flexible; able to adapt to change.
6. Able to identify and focus on top priorities in a fast-paced environment with multiple priorities
7. Strong understanding of banking, lending, commercial and wealth management solutions
8. Excellent interpersonal and relationship management skills
9. Excellent oral and written communication skills
10. Proficiency in Microsoft Office applications
11. Exemplary customer service and professional etiquette skills
12. Ability to travel, occasionally overnight.
Preferred Qualifications:
1. 5 years of previous banking or other financial institutional experience
2. Strong fiduciary and investment management knowledge
3. For specialty support teammates, commercial or specialty-industry experience
General Description of Available Benefits for Eligible Employees of Truist Financial Corporation: All regular teammates (not temporary or contingent workers) working 20 hours or more per week are eligible for benefits, though eligibility for specific benefits may be determined by the division of Truist offering the position. Truist offers medical, dental, vision, life insurance, disability, accidental death and dismemberment, tax-preferred savings accounts, and a 401k plan to teammates. Teammates also receive no less than 10 days of vacation (prorated based on date of hire and by full-time or part-time status) during their first year of employment, along with 10 sick days (also prorated), and paid holidays. For more details on Truist’s generous benefit plans, please visit our Benefits site. Depending on the position and division, this job may also be eligible for Truist’s defined benefit pension plan, restricted stock units, and/or a deferred compensation plan. As you advance through the hiring process, you will also learn more about the specific benefits available for any non-temporary position for which you apply, based on full-time or part-time status, position, and division of work.
Truist is an Equal Opportunity Employer that does not discriminate on the basis of race, gender, color, religion, citizenship or national origin, age, sexual orientation, gender identity, disability, veteran status, or other classification protected by law. Truist is a Drug Free Workplace.
Truist Financial Corporation is a purpose-driven financial services company committed to inspiring and building better lives and communities. Headquartered in Charlotte, North Carolina, Truist has leading market share in many of the high-growth markets in the U.S. and offers a wide range of products and services through wholesale and consumer businesses, including consumer and small business banking, commercial and corporate banking, investment banking and capital markets, wealth management, payments, and specialized lending businesses. Truist is a top-10 commercial bank. Truist Bank, Member FDIC. Equal Housing Lender. Learn more at Truist.com. Learn more at Truist.com and see social media terms and conditions at Truist.com/SocialTerms.
Offices: Charlotte, North Carolina 28202, US
There are currently 1,463 open sales positions in Orlando, FL listed on Clera. New openings are added daily as companies post roles.
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