- Bank OZK (Mocksville, NC)
- … customer conversations and interactions. + Open and service deposit accounts . + Facilitate and process account transactions accurately and efficiently ... Promote a positive, helpful, and friendly team environment and provide exceptional customer service at all times Essential Job Functions + Cultivate professional… more
- Aaron's Inc (Thomasville, NC)
- ** Customer Accounts Advisor ** The salary...customers are 100% satisfied with the product. As a Customer Account Advisor , you will build ... also eligible for incentive pay based on performance._ Aaron's Customer Account Advisors serve as coaches to...life. **The Work** + Attainment and upkeep of customers' accounts including maintaining updated customer information in… more
- Atria Wealth Solutions (King, NC)
- …annuity and securities products. Proficient in operational procedures related to customer accounts . Strong practical understanding of general economic principles ... (CFS) Allegacy Federal Credit Union is seeking a Financial Advisor to join their team in the King NC...or exceed established service goals. + Identify and evaluate customer and employee needs for financial services, assess the… more
- Aaron's Inc (Winston Salem, NC)
- …a great career journey. Here's one possible path with us: **Delivery Driver** **>** ** Customer Accounts Advisor ** **>** **Sales Manager** **>** ** Customer ... Accounts Manager** **>** **General Manager** **The Details** **What You Need:** * Solid communication skills * Working knowledge of electronics * Desire to help customers **What You'll Do:** + Load, secure and protect merchandise + Offload, install and… more
- Bank of America (Winston Salem, NC)
- …High School Diploma / GED / Secondary School or equivalent Skills: * Advisory * Account Management * Client Experience Branding * Customer and Client Focus * ... Financial Solutions Advisor II - Greensboro Greensboro, North Carolina;Kernersville, North Carolina; Greensboro, North Carolina; Winston Salem, North Carolina; High… more
- Wells Fargo (Winston Salem, NC)
- …seeking a Senior Trust Associate - Senior Fiduciary Coordinator in Trust Client & Advisor Services as part of Wealth and Investment Management. Learn more about the ... * Legacy trust services. * Special needs trust services. * Managed Individual Retirement Accounts (IRA). **In this role, you will:** + Support a team of fiduciary… more
- First Horizon Bank (Winston Salem, NC)
- …The Wealth Management Client Specialist will be actively involved in supporting advisor (s) through a full service platform. Assists in achievement of sales revenue ... by customer contact, relationship building, referral source management, technical, and...that align with prospective and existing clients * Performs account maintenance including money transfer requests, address changes, etc.… more
- First Horizon Bank (Salisbury, NC)
- …through Friday 8:30AM to 5:05PM, The Relationship Banker is a trusted advisor who engages clients in meaningful, consultative conversations to understand their ... recommend personalized banking solutions, with an emphasis on deposit accounts , loans and lines of credit, and referrals to...Responsible for supporting the teller line to keep the customer wait time to a minimum (performs processing of… more
- Truist (Winston Salem, NC)
- …Utilize various trust and asset management systems to affect transactions, monitor accounts , review reports for action items and maintain accurate records + Respond ... skills 7. Excellent oral and written communication skills 8. Exemplary customer service and professional etiquette skills 9. Ability to travel, occasionally… more
- SFS Group USA, Inc (Mocksville, NC)
- …supported by global resources. * Career path: Opportunities to grow into key account , regional, or leadership roles as we expand. Key Responsibilities * Develop and ... Tier-1 suppliers, and industrial partners. * Serve as a trusted technical advisor to customers, delivering training and product demonstrations. * Build long-term… more
