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דרושים United States, Naples

משרות פנויות פתוחות בUnited States, Naples. עבודה ב-United States, Naples היא כבר לא חלום. גלה משרות פנויות של חברות מובילות, שכרגע עובדים במדינות הנחשקות ביותר עם Expoint. התחל לבנות את עתידך עוד היום.
חברה
אופי המשרה
קטגוריות תפקיד
שם תפקיד
United States
אזור
Naples
נמצאו 25 משרות
13.08.2025
BOA

Bank Of America Financial Solutions Advisor - Ft Myers-Naples Market United States, Florida, Naples

Limitless High-tech career opportunities - Expoint
Works with clients to plan their short and long-term financial goals by building a financial plan with brokerage products, including stocks, bonds, mutual funds, annuities, and banking and money managed...
תיאור:

Job Description:

Job Description:

This job is responsible for providing comprehensive advice and customized solutions to clients to help them achieve their financial goals. Key responsibilities include triaging client leads, making referrals to business partners based on client needs and asset thresholds, meeting with clients to review financial and investment goals, building a financial plan, and recommending brokerage products. Job expectations include applying and expanding knowledge by completing required licenses and trainings. This position is subject to SAFE Act registration requirements. Pursuant to the SAFE Act requirements, all employees engaged in residential loan mortgage originations must register with the federal registry system and remain in good standing. Since this position requires SAFE Act registration, employees are required to register and to submit to the required SAFE Act background check and registration process. Failure to obtain and/or maintain SAFE Act registration may result in disciplinary action up to and including termination.

Responsibilities:

• Works with clients to plan their short and long-term financial goals by building a financial plan with brokerage products, including stocks, bonds, mutual funds, annuities, and banking and money managed solutions

• Recommends banking and investments strategies that align with client financial goals and needs

• Triages client requests and makes referrals to appropriate internal service providers based on client needs and asset thresholds

• Mitigates and controls risk as part of daily activities

• Identifies and engages potential new clients through referrals or financial center clientele

• Provides coaching and feedback to referral partners based on knowledge of client needs and potential product services recommended

Required Qualifications:

• Currently holds Series 7 & 66 (63 & 65 in lieu of 66) licenses. If you do not currently hold the 66 but have either a 63 or 65, an offer can be extended with the condition that a passing score is received for the missing series within 60 days.

• Has at least one year experience in the investments industry, including investment training and in-depth knowledge of investment products and services.

• Has at least one year experience working in the financial service industry and/or a sales environment where goals were met or exceeded.

• Sets and accomplishes goals, achieving whatever you put your mind to.

• Builds and nurtures strong relationships.

• Collaborates effectively with others to get things done.

• Communicates effectively and confidently and is comfortable engaging all clients.

• Manages goals, navigates complexity, prioritizes tasks and executes in a fast-paced environment.

• Likes to learn, adapts to new information and seeks the right solutions for clients.

• Efficiently manages your time and capacity.

• Is thorough and thoughtful in incorporating relevant regulatory due diligence into daily activities and long-term strategies for clients.

Desired Qualifications:

• Strong computer skills with an ability to multitask in a demanding environment.

• At least three years’ experience working in the financial service industry and/or a sales environment where goals were met or exceeded.

• Achieved additional professional designations such as Certified Financial Planner (CFP) and/or Chartered Retirement Planning Counselor (CRPC).

• Obtained your insurance licenses.

• Advisory

• Account Management

• Client Experience Branding

• Customer and Client Focus

• Oral Communications

• Issue Management

• Client Solutions Advisory

• Pipeline Management

• Active Listening

• Attention to Detail

• Risk Management

• Policies, Procedures, and Guidelines

• Client Management

• Causation Analysis

• Written Communications

1st shift (United States of America)

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30.06.2025
BOA

Bank Of America Relationship Banker - Naples Market United States, Florida, Naples

Limitless High-tech career opportunities - Expoint
Executes the bank's risk culture and strives for operational excellence. Builds relationships with clients to meet financial needs. Follows established processes and guidelines in daily activities to do what is...
תיאור:

Job Description:

Job Description:
This job is responsible for engaging clients in the lobby to educate and assist with conducting transactions through self-service resources, such as mobile banking, online banking, or ATM. Key responsibilities include accurately and efficiently processing cash transactions for clients as needed. Job expectations include having deep conversations with clients to gain in-depth knowledge of the financial and life priorities and connecting clients to solutions that meet the financial goals.

Responsibilities:
• Executes the bank's risk culture and strives for operational excellence
• Builds relationships with clients to meet financial needs
• Follows established processes and guidelines in daily activities to do what is right for clients and the bank, adhering to all applicable laws and regulations
• Grows business knowledge and network by partnering with experts in small business, lending, and investments
• Manages financial center traffic, appointments, and outbound calls effectively
• Drives the client experience
• Manages cash responsibilities

Required Qualifications:
• Is an enthusiastic, highly motivated self-starter with a strong work ethic and intense focus on results, acting in the best interest of the client.
• Collaborates effectively to get things done, building and nurturing strong relationships.
• Displays passion, commitment and drive to deliver an experience that improves our clients’ financial lives.
• Is confident in identifying solutions for new and existing clients based on their needs.
• Communicates effectively and confidently, and is comfortable engaging all clients.
• Has the ability to learn and adapt to new information and technology platforms.
• Is confident in educating clients on how to conduct simple banking transactions through self-service technologies (for example, ATM, online banking, mobile banking).
• Applies strong critical thinking and problem-solving skills to meet clients’ needs.
• Will follow established processes and guidelines in daily activities to do what is right for clients and the bank, adhering to all applicable laws and regulations.
• Efficiently manages time and capacity.
• Focuses on results, while acting in the best interest of the client.
• Can be flexible to work weekends and/or extended hours as needed.

Desired Qualifications:
• Experience in financial services and knowledge of financial services industry, products and solutions.
• One year of demonstrated successful sales experience in a salary plus incentive environment with individual sales goals.
• Six months of cash handling experience.
• Bachelor's Degree or business-relevant Associate’s Degree such as business management, business administration or finance​

Skills:
• Adaptability
• Business Acumen
• Customer and Client Focus
• Oral Communications
• Problem Solving
• Account Management
• Client Experience Branding
• Client Management
• Client Solutions Advisory
• Relationship Building
• Business Development
• Pipeline Management
• Prospecting
• Referral Identification
• Referral Management

Minimum Education Requirement:
• High School Diploma / GED / Secondary School or equivalent

1st shift (United States of America)

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משרות נוספות שיכולות לעניין אותך

29.06.2025
BOA

Bank Of America Relationship Banker - Naples Market United States, Florida, Naples

Limitless High-tech career opportunities - Expoint
Executes the bank's risk culture and strives for operational excellence. Builds relationships with clients to meet financial needs. Follows established processes and guidelines in daily activities to do what is...
תיאור:

Job Description:

Job Description:
This job is responsible for engaging clients in the lobby to educate and assist with conducting transactions through self-service resources, such as mobile banking, online banking, or ATM. Key responsibilities include accurately and efficiently processing cash transactions for clients as needed. Job expectations include having deep conversations with clients to gain in-depth knowledge of the financial and life priorities and connecting clients to solutions that meet the financial goals.

Responsibilities:
• Executes the bank's risk culture and strives for operational excellence
• Builds relationships with clients to meet financial needs
• Follows established processes and guidelines in daily activities to do what is right for clients and the bank, adhering to all applicable laws and regulations
• Grows business knowledge and network by partnering with experts in small business, lending, and investments
• Manages financial center traffic, appointments, and outbound calls effectively
• Drives the client experience
• Manages cash responsibilities

Required Qualifications:
• Is an enthusiastic, highly motivated self-starter with a strong work ethic and intense focus on results, acting in the best interest of the client.
• Collaborates effectively to get things done, building and nurturing strong relationships.
• Displays passion, commitment and drive to deliver an experience that improves our clients’ financial lives.
• Is confident in identifying solutions for new and existing clients based on their needs.
• Communicates effectively and confidently, and is comfortable engaging all clients.
• Has the ability to learn and adapt to new information and technology platforms.
• Is confident in educating clients on how to conduct simple banking transactions through self-service technologies (for example, ATM, online banking, mobile banking).
• Applies strong critical thinking and problem-solving skills to meet clients’ needs.
• Will follow established processes and guidelines in daily activities to do what is right for clients and the bank, adhering to all applicable laws and regulations.
• Efficiently manages time and capacity.
• Focuses on results, while acting in the best interest of the client.
• Can be flexible to work weekends and/or extended hours as needed.

Desired Qualifications:
• Experience in financial services and knowledge of financial services industry, products and solutions.
• One year of demonstrated successful sales experience in a salary plus incentive environment with individual sales goals.
• Six months of cash handling experience.
• Bachelor's Degree or business-relevant Associate’s Degree such as business management, business administration or finance​

Skills:
• Adaptability
• Business Acumen
• Customer and Client Focus
• Oral Communications
• Problem Solving
• Account Management
• Client Experience Branding
• Client Management
• Client Solutions Advisory
• Relationship Building
• Business Development
• Pipeline Management
• Prospecting
• Referral Identification
• Referral Management

Minimum Education Requirement:
• High School Diploma / GED / Secondary School or equivalent

1st shift (United States of America)

Show more

משרות נוספות שיכולות לעניין אותך

27.06.2025
J

Jacobs Senior Drinking Water & Reuse Professional Engineer United States, Florida, Naples

Limitless High-tech career opportunities - Expoint
Your impactAs a valued Jacobs technologist, you will work across multi disciplinary teams to achieve successful evaluation, optimization, design, commissioning, and full scale operational troubleshooting of water treatment facilities to...
תיאור:
Your impact

As a valued Jacobs technologist, you will work across multi-disciplinary teams to achieve successful evaluation, optimization, design, commissioning, and full-scale operational troubleshooting of water treatment facilities to help clients implement solutions that best meet their specific growth, regulatory, rehabilitation, and reliability needs. You will collaborate with our local and global technology leaders to produce innovative solutions for a variety of municipal and industrial clients that are sustainable and resilient while utilizing world-class Jacobs digital tools.

You will help drive the evaluation and ultimate incorporation of emerging technologies into our work while implementing Jacob's best practices developed over the past 40 years serving the drinking water industry. You will have the opportunity to work on award-winning projects within Florida, and ultimately globally, that use conventional and advanced treatment processes to treat conventional and alternative water supplies, as well as effectively remove emerging contaminants.

You will present your work to industry peers in industry magazines and at professional conferences. We’ll rely on you to support business development efforts and help in the pursuit of new projects, as well as work directly with clients on the projects and tasks that you are leading. Collaborate with our senior technologists who are experts in the industry, with the expectation that you will participate in team building and mentoring of younger engineers. Design your career with a company that inspires and empowers you to deliver your best work so you can evolve, grow, and succeed.

Show more

משרות נוספות שיכולות לעניין אותך

29.05.2025
PNC

PNC Personal Banker United States, Florida, Naples

Limitless High-tech career opportunities - Expoint
Acquires and deepens the branch customer base through a variety of proactive sales and service activities. Manages the customer experience by identifying opportunities to improve the customer's financial wellbeing. Collaborates...
תיאור:
Job Description
  • Acquires and deepens the branch customer base through a variety of proactive sales and service activities. Manages the customer experience by identifying opportunities to improve the customer's financial wellbeing. Collaborates with ecosystem partners to grow customer's share of wallet. Positions PNC solutions to drive new revenue and customer loyalty.
  • Drives proactive sales conversations through internal and outbound interactions with a defined sales process including outbound calling, service to sales, teller interactions, appointment setting and effective lobby engagement, ultimately elevating client loyalty. Delivers a full PNC conversation with every client interaction to identify appropriate PNC solutions. Leverages ecosystem partnerships as well as community Centers of Influence to acquire, expand and retain relationships.
  • Creates customer loyalty and grows customer share of wallet through a differentiated customer experience. Performs lobby engagement activities to connect with customers and position PNC products to meet their needs. Educates customers on options for managing financial transactions by leveraging technology, tools and resources.
  • Applies product and procedural knowledge to identify, mitigate and solve customer problems effectively to drive customer loyalty.
  • Manages risk through adherence to all policies and procedures, demonstrating sound judgment within established limits. Demonstrates a heightened scrutiny to identify and avoid loss. Participates in branch daily operations, ensuring they are completed in an efficient and accurate manner.

PNC Employees take pride in our reputation and to continue building upon that we expect our employees to be:

  • Customer Focused - Knowledgeable of the values and practices that align customer needs and satisfaction as primary considerations in all business decisions and able to leverage that information in creating customized customer solutions.
  • Managing Risk - Assessing and effectively managing all of the risks associated with their business objectives and activities to ensure they adhere to and support PNC's Enterprise Risk Management Framework.
Qualifications

Successful candidates must demonstrate appropriate knowledge, skills, and abilities for a role. Listed below are skills, competencies, work experience, education, and requiredneeded to be successful in this position.

Roles at this level typically require an Associates or equivalent degree as well as related experience or product knowledge to accomplish primary duties. Typically requires 3+ years experience. In lieu of a degree, a comparable combination of education, job specific certification(s), and experience (including military service) may be considered.No DegreeNo Required Certification(s)Candidates being considered for this position will be subject to additional background checks as required by Consumer Financial Protection Bureau regulations.

This position is subject to the requirements of Section 19 of the Federal Deposit Insurance Act (FDIA) and, for any registered role, the Secure and Fair Enforcement for Mortgage Licensing Act of 2008 (SAFE Act) and/or the Financial Industry Regulatory Authority (FINRA), which prohibit the hiring of individuals with certain criminal history.

California Residents

Refer to the

Show more

משרות נוספות שיכולות לעניין אותך

28.05.2025
PNC

PNC Personal Banker United States, Florida, Naples

Limitless High-tech career opportunities - Expoint
Acquires and deepens the branch customer base through a variety of proactive sales and service activities. Manages the customer experience by identifying opportunities to improve the customer's financial wellbeing. Collaborates...
תיאור:
Job Description
  • Acquires and deepens the branch customer base through a variety of proactive sales and service activities. Manages the customer experience by identifying opportunities to improve the customer's financial wellbeing. Collaborates with ecosystem partners to grow customer's share of wallet. Positions PNC solutions to drive new revenue and customer loyalty.
  • Drives proactive sales conversations through internal and outbound interactions with a defined sales process including outbound calling, service to sales, teller interactions, appointment setting and effective lobby engagement, ultimately elevating client loyalty. Delivers a full PNC conversation with every client interaction to identify appropriate PNC solutions. Leverages ecosystem partnerships as well as community Centers of Influence to acquire, expand and retain relationships.
  • Creates customer loyalty and grows customer share of wallet through a differentiated customer experience. Performs lobby engagement activities to connect with customers and position PNC products to meet their needs. Educates customers on options for managing financial transactions by leveraging technology, tools and resources.
  • Applies product and procedural knowledge to identify, mitigate and solve customer problems effectively to drive customer loyalty.
  • Manages risk through adherence to all policies and procedures, demonstrating sound judgment within established limits. Demonstrates a heightened scrutiny to identify and avoid loss. Participates in branch daily operations, ensuring they are completed in an efficient and accurate manner.

PNC Employees take pride in our reputation and to continue building upon that we expect our employees to be:

  • Customer Focused - Knowledgeable of the values and practices that align customer needs and satisfaction as primary considerations in all business decisions and able to leverage that information in creating customized customer solutions.
  • Managing Risk - Assessing and effectively managing all of the risks associated with their business objectives and activities to ensure they adhere to and support PNC's Enterprise Risk Management Framework.
Qualifications

Successful candidates must demonstrate appropriate knowledge, skills, and abilities for a role. Listed below are skills, competencies, work experience, education, and requiredneeded to be successful in this position.

Roles at this level typically require an Associates or equivalent degree as well as related experience or product knowledge to accomplish primary duties. Typically requires 3+ years experience. In lieu of a degree, a comparable combination of education, job specific certification(s), and experience (including military service) may be considered.No DegreeNo Required Certification(s)Candidates being considered for this position will be subject to additional background checks as required by Consumer Financial Protection Bureau regulations.

This position is subject to the requirements of Section 19 of the Federal Deposit Insurance Act (FDIA) and, for any registered role, the Secure and Fair Enforcement for Mortgage Licensing Act of 2008 (SAFE Act) and/or the Financial Industry Regulatory Authority (FINRA), which prohibit the hiring of individuals with certain criminal history.

California Residents

Refer to the

Show more

משרות נוספות שיכולות לעניין אותך

16.05.2025
J

Jacobs Drinking Water & Reuse Professional Engineer United States, Florida, Naples

Limitless High-tech career opportunities - Expoint
Your impactAs a valued Jacobs technologist, you will work across multi disciplinary teams to achieve successful evaluation, optimization, design, commissioning, and full scale operational troubleshooting of water treatment facilities to...
תיאור:
Your impact

As a valued Jacobs technologist, you will work across multi-disciplinary teams to achieve successful evaluation, optimization, design, commissioning, and full-scale operational troubleshooting of water treatment facilities to help clients implement solutions that best meet their specific growth, regulatory, rehabilitation, and reliability needs. You will collaborate with our local and global technology leaders to produce innovative solutions for a variety of municipal and industrial clients that are sustainable and resilient while utilizing world-class Jacobs digital tools.

You will help drive the evaluation and ultimate incorporation of emerging technologies into our work while implementing Jacob's best practices developed over the past 40 years serving the drinking water industry. You will have the opportunity to work on award-winning projects within Florida, and, ultimately globally, that use conventional and advanced treatment processes to treat conventional and alternative water supplies, as well as effectively remove emerging contaminants.

You will present your work to industry peers in industry magazines and at professional conferences. We’ll rely on you to support business development efforts and help in the pursuit of new projects, as well as work directly with clients on the projects and tasks that you are leading. Collaborate with our senior technologists who are experts in the industry, with the expectation that you will participate in team building and mentoring of younger engineers. Design your career with a company that inspires and empowers you to deliver your best work so you can evolve, grow, and succeed.

Show more

משרות נוספות שיכולות לעניין אותך

Limitless High-tech career opportunities - Expoint
Works with clients to plan their short and long-term financial goals by building a financial plan with brokerage products, including stocks, bonds, mutual funds, annuities, and banking and money managed...
תיאור:

Job Description:

Job Description:

This job is responsible for providing comprehensive advice and customized solutions to clients to help them achieve their financial goals. Key responsibilities include triaging client leads, making referrals to business partners based on client needs and asset thresholds, meeting with clients to review financial and investment goals, building a financial plan, and recommending brokerage products. Job expectations include applying and expanding knowledge by completing required licenses and trainings. This position is subject to SAFE Act registration requirements. Pursuant to the SAFE Act requirements, all employees engaged in residential loan mortgage originations must register with the federal registry system and remain in good standing. Since this position requires SAFE Act registration, employees are required to register and to submit to the required SAFE Act background check and registration process. Failure to obtain and/or maintain SAFE Act registration may result in disciplinary action up to and including termination.

Responsibilities:

• Works with clients to plan their short and long-term financial goals by building a financial plan with brokerage products, including stocks, bonds, mutual funds, annuities, and banking and money managed solutions

• Recommends banking and investments strategies that align with client financial goals and needs

• Triages client requests and makes referrals to appropriate internal service providers based on client needs and asset thresholds

• Mitigates and controls risk as part of daily activities

• Identifies and engages potential new clients through referrals or financial center clientele

• Provides coaching and feedback to referral partners based on knowledge of client needs and potential product services recommended

Required Qualifications:

• Currently holds Series 7 & 66 (63 & 65 in lieu of 66) licenses. If you do not currently hold the 66 but have either a 63 or 65, an offer can be extended with the condition that a passing score is received for the missing series within 60 days.

• Has at least one year experience in the investments industry, including investment training and in-depth knowledge of investment products and services.

• Has at least one year experience working in the financial service industry and/or a sales environment where goals were met or exceeded.

• Sets and accomplishes goals, achieving whatever you put your mind to.

• Builds and nurtures strong relationships.

• Collaborates effectively with others to get things done.

• Communicates effectively and confidently and is comfortable engaging all clients.

• Manages goals, navigates complexity, prioritizes tasks and executes in a fast-paced environment.

• Likes to learn, adapts to new information and seeks the right solutions for clients.

• Efficiently manages your time and capacity.

• Is thorough and thoughtful in incorporating relevant regulatory due diligence into daily activities and long-term strategies for clients.

Desired Qualifications:

• Strong computer skills with an ability to multitask in a demanding environment.

• At least three years’ experience working in the financial service industry and/or a sales environment where goals were met or exceeded.

• Achieved additional professional designations such as Certified Financial Planner (CFP) and/or Chartered Retirement Planning Counselor (CRPC).

• Obtained your insurance licenses.

• Advisory

• Account Management

• Client Experience Branding

• Customer and Client Focus

• Oral Communications

• Issue Management

• Client Solutions Advisory

• Pipeline Management

• Active Listening

• Attention to Detail

• Risk Management

• Policies, Procedures, and Guidelines

• Client Management

• Causation Analysis

• Written Communications

1st shift (United States of America)

Show more
מגוון רחב של משרות בUnited States, Naples. לעבוד בUnited States, Naples כבר לא יהיה חלום. Expoint מסייעת לכם למצוא את המשרות הנחשקות במגוון רחב של מדינות המובילות בעולם בהן תוכלו למצוא תפקיד מאתגר במדינה שיהיה לכם כיף לעבוד בה.