- 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
- Banc of California (Durham, NC)
- …of banker /CM. + Prepare CAR. + Engage appropriate CM. + Work with Client Services/Prospect to ensure relevant bank accounts set up. + Work with CM/loan ... CAREER** Banc of California, Inc. (NYSE: BANC) is a bank holding company headquartered in Los Angeles with one...range of loan and deposit products and services, with full- service branches throughout California and Denver, Colorado, as well… more
- Wells Fargo (Charlotte, NC)
- …complex to complex client needs + This SAFE position has customer contact and job duties which may include the offering/negotiating of terms and/or taking an ... role:** Wells Fargo is seeking a Senior Branch Premier Banker (SAFE) in Consumer and Small Business Banking, as...serviced, banking services and options of various clients, and client needs. **In this role you will:** + Employees… more
- Wells Fargo (Kannapolis, 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
- PNC (Charlotte, NC)
- …to be successful in this position. **Preferred Skills** Accountability, Banking, Client Loyalty, Customer Experience (CX), Customer Service , Identifying ... and have an opportunity to contribute to the company's success. As a Branch Banker within PNC's retail banking organization, you will be based in Charlotte, NC at… more
- Wells Fargo (Charlotte, NC)
- **About this role:** Wells Fargo is seeking an Private Mortgage Banker (SAFE) in Consumer Lending as part of Home Lending. Learn more about our career areas and ... high quality jumbo loans which are compliant and provide excellent customer service + Build relationships focused on affluent borrowers with realtors, builders,… more
- PNC (Burlington, NC)
- …to be successful in this position. **Preferred Skills** Accountability, Banking, Client Loyalty, Customer Experience (CX), Customer Service , Identifying ... have an opportunity to contribute to the company's success. As a Regional Banker /Teller within PNC's Retail Banking organization, you will be based in Burlington,… more
- Truist (Gastonia, 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 (Greensboro, 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
- Truist (Greensboro, NC)
- …maintain and update sales activity, pipeline, and other pertinent information using the Bank 's client relationship management (CRM) system. Execute on all risk, ... review the following job description:** Identify, solicit, develop, manage, service , retain and grow long-term profitable commercial relationships for clients… more
- Truist (Raleigh, NC)
- …**Please review the following job description:** Identify, solicit, develop, manage, service , retain and grow long-term profitable middle market relationships in ... the CCB Industry & Advisory teams as appropriate to create the optimal client experience. Refer business and personal financial needs of assigned clients through the… more
- First Horizon Bank (Winston Salem, NC)
- …innovative ideas. + Provide leadership, mentorship, and development opportunities for the Client Service team. + Lead, coach, motivate, and develop front-line ... NOT A REMOTE NOR HYBRID ROLE.** At First Horizon Bank Operations, we are on a mission to deliver...tactical execution of FHCS operations strategy. This role drives client and associate satisfaction and retention by optimizing the… more
- TD Bank (Hendersonville, NC)
- …to service customers with opening/closing personal deposit accounts, everyday bank transactions, debit card/credit card issues, regulation E, mobile and on-line ... referral + Manages wait times to meet with a Banker by scheduling, rescheduling or canceling client ...to see an expert + Understands and supports the Bank 's customer service strategy + Considers the… more
- Bank of America (Charlotte, NC)
- …(https://ghr.wd1.myworkdayjobs.com/Lateral-US/job/Charlotte/Sr- Service -Specialist CashPro Technical- Service -Center\_25040179) **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
- Bank of America (Charlotte, NC)
- … clients when providing sales and service solutions * Recommends additional bank products based on client 's needs through partner referrals * Demonstrates a ... **Required Qualifications:** + 1+ year of customer facing and/or customer contact center experience + Has a strongrelationship-deepeningand client care… more
- Bank of America (Charlotte, NC)
- …effective customer service skills with ability to manage the full client end-to-end origination experience and problem resolution at key points in lending ... age.** Acknowledge (https://ghr.wd1.myworkdayjobs.com/Lateral-US/job/Charlotte/Centralized-Lending-Specialist--Mortgage-Loan-Officer Bilingual-Spanish-Team Charlotte--NC\_25038652-2) **Job Description:** _At Bank of America, we are guided by a… more
- UMB Bank (Raleigh, NC)
- …and due dates + Ensure The Unparalleled Customer Experience (TUCE) through quality service and coordination of client needs with other functions as needed ... serve as liaison for client + Provide client point of contact for day-to-day banking...banking needs, questions, research, etc. + Manage resolution of client needs by identifying and coordinating appropriate bank… more
- PNC (Charlotte, NC)
- …a strong client commitment and advocacy by delivering proactive and responsive service to meet client goals. Holds team accountable for deliverables. + Held ... executes strategies for proactively sourcing new relationships for the bank . Owns communication and contact with existing...network for business development. + Manages risk through appropriate client selection and ensures that our service … 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 ... with being taught the foundational skills needed to be an advisor. Through a contact center environment, FSAs leverage the Bank of America and Merrill offering… more