- First Horizon Bank (Winston Salem, NC)
- … - Client Experience Associate (https://vimeo.com/583581121/70590a16d5) **Position Overview:** As a Client Service Banker you will be the driving force ... our clients and internal business partners and strengthen the client 's relationship with First Horizon Bank . **Essential...during each call. + Serving clients with a one contact resolution focus. + Have a "Let's Find a… more
- JPMorgan Chase (Charlotte, NC)
- …by providing education and advice tailored to suit their financial needs. As a Private Client Banker in Branch Banking, you are the main point of contact ... of clients more convenient by sharing and setting up self- service options to access their accounts 24 hours a...using a value-added, relationship-oriented approach to acquire and deepen client relationships + 1+ year Branch Banking Banker… more
- Wells Fargo (Advance, NC)
- …in the US Join us! **About this role:** Wells Fargo is seeking a Relationship Banker (SAFE) for our National Branch Network as part of the Consumer, Small & Business ... at wellsfargojobs.com. Upon required licensing and SAFE registration, the Relationship Banker LP (SAFE) employee will transition to the Relationship Banker… more
- Truist (Statesville, NC)
- …school diploma or equivalent education 2. Two years of teller or cash handling or client service experience 3. Six months of client relationship building or ... and thorough proper handling of all monies assigned. Deliver superior quality service , identifying and understanding the client 's financial needs. Cross-trained… more
- Truist (Mooresville, NC)
- …process, which includes, but is not limited to, the delivery of excellent client service behaviors, support of the Truist segmentation models, full use ... (Integrated Relationship Management [IRM] partners) who are designated to support client service and development efforts (eg banking, mortgage, planning,… more
- First Horizon Bank (Winston Salem, NC)
- …when needed and all other facets of support activities assigned. * Extensive client contact , involved in all activities that align with prospective ... Knoxville, TN; Raleigh, NC; Winston Salem, NC **Summary** The Wealth Management Client Specialist will be actively involved in supporting advisor(s) through a full… more
- Truist (Charlotte, NC)
- …with and consistently contacting clients and prospects with letters, emails, etc. to support banker 's client contact strategy and making sure that CRM data ... Management (IRM) partners in bringing attention to any potential client needs recognized through client contact...the team. Service Support 4. Provide superior client service to Commercial Real Estate clients… more
- Bank of America (Charlotte, NC)
- …(https://ghr.wd1.myworkdayjobs.com/Lateral-US/job/Charlotte/Sr- Service -Specialist CashPro Technical- Service -Center\_25044480-2) **Job Description:** At ... Sr. Service Specialist - CashPro & Technical Service...we make an impact in the communities we serve. Bank of America is committed to an in-office culture… more
- Anywhere Real Estate (Charlotte, NC)
- The ** Client Experience Specialist** is a service -minded professional who manages all non-licensed aspects of the transaction, from contract to close, to create ... collaborative team that is enhancing the way that Coldwell Banker is doing business by eliminating the friction and...to all parties. + Serve as the deal stakeholder's point-of- contact for agents and their clients through closing, which… more
- Bank of America (Charlotte, NC)
- …career and a drive to make our clients' financial lives better. Through a contact center environment, FSAs leverage the Bank of America and Merrill offering ... be an advisor - from acquiring, building and managing client relationships to considering a client 's complex...financial lives, all while humanizing financial interactions. Through a contact center environment, FSAs leverage the Bank … more
- City National Bank (Charlotte, NC)
- …and provides a final Workbook to the Processor * Ensures compliance with bank and statutory/regulatory guidelines * Client Satisfaction * Promotes a team ... bank * Productivity * Ensures all goals and service level agreements (SLAs) are met * Tracks, logs...its investment affiliates manage or administer $96.83 billion in client investment assets. City National is dedicated to strengthening… more
- TD Bank (Charlotte, NC)
- …asset management, securities, investment advisory and insurance) through multiple legal entities (TD Bank NA, TD Private Client Wealth LLC and TD Wealth ... writing policies, policy guidance, procedures, and training.** + **Experience responding to client complaints within a bank or broker-dealer.** + **Experience… more
- Bank of America (Charlotte, NC)
- …points of contact (internal and external) + Delivery of world class client experience; customer service focus + Organizational and time management skills + ... 18 years of age.** Acknowledge (https://ghr.wd1.myworkdayjobs.com/Lateral-US/job/Saint-Louis/Loan-Administrator-II\_25044921) **Job Description:** At Bank of America, we are guided by a common… more
- TD Bank (Charlotte, NC)
- …as required + Manages a small sized store and team (based on US TD Bank store levelling criteria) + Oversees and leads a small and/or complex Store while growing ... individual performance metrics + Requires knowledge of the business, banking and bank operations + Requires process management knowledge and knowledge of the risk… more
- US Bank (Charlotte, NC)
- At US Bank , we're on a journey to do our best. Helping the customers and businesses we serve to make better and smarter financial decisions and enabling the ... to life, and each person is unique in their potential. A career with US Bank gives you a wide, ever-growing range of opportunities to discover what makes you thrive… more
- Allied Universal (Winston Salem, NC)
- …positively impacts the communities and customers we serve. As a **Security Officer - Bank Lobby Access** in **Winston Salem, NC** , you will serve and safeguard ... helping to deter security-related incidents while providing outstanding customer service . Your role is crucial in maintaining a secure...diploma or GED is required as requested by the client . + Applicants must be at least 21 years… more
- First Horizon Bank (Charlotte, NC)
- …credit approvals and risk assessment forms are completed. + Coordinates and assists with client product training as needed. + Contact clients to ensure new ... of the office. **ESSENTIAL DUTIES AND RESPONSIBILITIES** + Collects key client /prospect data, analysis statements and assembles sales marketing collateral to aids… more
- Fifth Third Bank, NA (Charlotte, NC)
- …to take the next step? Discover a career in banking at Fifth Third Bank . GENERAL FUNCTION: The Senior Credit Analyst is primarily responsible for partnering with ... behaviors drive a positive customer experience. While operating within the Bank 's risk appetite, achieves results by consistently identifying, assessing, managing,… more
- Fifth Third Bank, NA (Charlotte, NC)
- …to take the next step? Discover a career in banking at Fifth Third Bank . GENERAL FUNCTION: The Credit Analyst II is primarily responsible for partnering with ... behaviors drive a positive customer experience. While operating within the Bank 's risk appetite, achieves results by consistently identifying, assessing, managing,… more
- TD Bank (Charlotte, NC)
- …recommendations related to policies and practices within own specialized area + Serves as key contact + Works on a range of complex issues / programs / policies in ... / practices + Supports the integration / implementation of HR programs across client groups + Works closely and effectively with assigned HR partners to ensure… more