• Truist (Norcross, GA)
    …need or referring the client to the appropriate branch team members or specialist . 4. Understand the importance of Integrated Relationship Management (IRM) to ... focus on assisting with outbound calling and supporting Integrated Relationship Management (IRM) activities. ESSENTIAL DUTIES AND RESPONSIBILITIES Following is… more
    Upward (07/23/25)
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  • Consumer Banking Relationship

    Bank OZK (Mcdonough, GA)
    Job Purpose & Scope Responsible for utilizing knowledge of banking products and services to build professional relationships with customers and engaging in ... uncover needs, make appropriate recommendations, and submit referrals to banking center team members or line of business partners....others. + Provide backup and assistance to other retail banking roles and locations, as necessary. + Model and… more
    Bank OZK (04/25/25)
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  • Banking Relationship

    Bank OZK (Mcdonough, GA)
    …of authority, as needed. + Proactively serve as a role model for banking center team members and coach relationship -building activities. + Collaborate ... providing sales leadership and coaching to team members, utilizing knowledge of banking products and services to build professional relationships with customers and… more
    Bank OZK (04/25/25)
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  • Financial Solutions Advisor I - Consumer

    Bank of America (Tucker, GA)
    Financial Solutions Advisor I - Consumer Investments-East Atlanta Market Tucker, Georgia;Atlanta, Georgia **To proceed with your application, you must be at least 18 ... be at least 18 years of age.** Acknowledge (https://ghr.wd1.myworkdayjobs.com/Lateral-US/job/Tucker/Financial-Solutions-Advisor-I Consumer -Investments-East-Atlanta-Market\_25020814-1) **Job Description:** At Bank of America, we're creating… more
    Bank of America (05/10/25)
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