- PNC (Charlotte, NC)
- …Financial Analysis, Identifying Sales Opportunities **Competencies** Business Acumen, Client Relationship Management, Customer Experience Management, Decision ... comprehensive financial wellness advice and solutions to clients and consumers. As a Relationship Manager I - Financial Wellness Consultant you will develop and… more
- Truist (Charlotte, NC)
- …understanding of those clients, their needs, and their preferences. The Marketing Consultant for Consumer Card Acquisition will be responsible for leading the ... fuel new account growth for the Trust Card portfolio -- leveraging client signals, advanced analytical insights, and opportunity events whenever possible. Success… more
- Deloitte (Charlotte, NC)
- …advisor relationship . + Delivery: Manage and deliver components of client engagements that identify, design, and implement creative business solutions for large ... Flexible Consumption Revenue Recognition Implementation Senior Consultant Customer & Marketing is creating a new model for a new age-we're an agency and a… more
- Wells Fargo (Charlotte, NC)
- Wells Fargo is seeking a Senior Lead Business Execution Consultant to join the Client Relationship Group (CRG) responsible large-scale projects related to ... the Securities Exchange Act of 1934 and FINRA Bylaws, Article III, Section 3 , which states that Associated Persons should not be subject to statutory… more
- Truist (Charlotte, NC)
- …to collaborate on opportunities and engage in strategic client planning 3 . Participates in the development of detailed relationship plans for ... programs and related services. Sales process involves working cooperatively through the client 's Treasury and Relationship teams. Sales efforts are a combination… more
- Truist (Charlotte, NC)
- …bankers and product partners to collaborate on opportunities and engage in strategic client planning. 3 . Independently manages a portfolio of clients with TS ... well as working capital concepts 4. Participates in the development of detailed relationship plans for clients/prospects within assigned client group to identify… more
- Truist (Charlotte, NC)
- …Advisory, and/or Retail Lending experience) OR, 3 years' experience in a financial client relationship manager role. 3 . Advanced knowledge of a broad ... as primary relationship manager for a portfolio of financially complex client relationships within the defined mass affluent market segment within the Truist… more
- TEKsystems (Charlotte, NC)
- …staffing when asked for more ownership, capabilities, or methodology while enhancing client / consultant support. We partner with progressive leaders to create ... external clients. This delivery role interfaces with multiple layers of our client 's technology and business management to deliver business outcomes, and interface… more
- The Cigna Group (Charlotte, NC)
- …+ Flexibility, keen to improve organizational effectiveness + Excellent presentation and client relationship skills needed in order to facilitate upsell of ... to provide a comprehensive management plan. They are the client 's healthcare consultant and expert and are...of 3 years licensure experience preferred + 2- 3 years of Client facing experience preferred… more
- PNC (Clover, SC)
- …retail branch network. During the internship you will learn about sales and relationship management and acquire a deep knowledge of PNC's Retail Bank. You will ... knowledge and skills necessary to suceed as an Associate Financial Wellness Consultant . The Organizational Financial Wellness track of the Retail Bank Summer… more