- First Horizon Bank (Winston Salem, NC)
- …the link or copy the site into your address bar: Virtual Banker - Client Experience Associate (https://vimeo.com/583581121/70590a16d5) Get ready for an ... exceptional experience to our clients. As a Virtual Banker , you'll work both independently and...is an opportunity to strengthen the bond between the bank and the client , all while living… more
- Truist (Wilmington, NC)
- …Retail, Wealth, Advisory, and/or Retail Lending experience ) or one years' experience in a financial client relationship manager role. 3. Advanced knowledge ... Serve as primary relationship manager for a portfolio of financially complex client relationships within the defined mass affluent market segment within the Truist… more
- Truist (Greensboro, NC)
- …This is an experienced individual contributor focused on providing a distinctive client experience anchored in care, expertise, and financial solutions delivery ... make recommendations for products and services that align with client needs. 2. Supports the Virtual Solutions...according to workforce managed schedule to deliver an exceptional client experience for inbound calls. 5. Manages/solves… more
- First Horizon Bank (Winston Salem, NC)
- …activities such as disbursement of funds and extension of new loans. + Answers client inquiries on bank products, services, accounts and policies; opens new ... in Job Posting** **Summary:** Key role in supporting the Virtual Business Banking clients and sales team. Serve as...dues + Ability to identify clients' operational needs and bank products/services to meet these needs and establish proficiency.… 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, enabling the communities ... is unique in their potential. A career with US Bank gives you a wide, ever-growing range of opportunities...for new healthcare payments business. Conducts onsite, telephone or virtual meetings with prospective clients to explain the company's… more
- Huntington National Bank (Charlotte, NC)
- …covenant compliance, product renewals, etc., as applicable. + As applicable, attend client calls ( virtual or in-person) with Relationship Management and other ... Bachelor's Degree required + 5 or more years of experience in an underwriting or commercial banking environment +...Site for more details. Note to Agency Recruiters: Huntington Bank will not pay a fee for any placement… more
- Lincoln Financial (Durham, NC)
- …#:** 74584 **The Role at a Glance** We are excited to be hiring a ** Client Engagement Associate** in our Retirement Plan Services Client Engagement team to work ... educate Lincoln plan participants on workplace benefits while providing a world class experience to our clients. Upon completion of the training program, this role… more
- Anywhere Real Estate (Charlotte, NC)
- …the strategy, planning and delivery of experiential events for Century 21, Coldwell Banker , Coldwell Banker Commercial, Coldwell Banker Realty local and ... selection while adhering to negotiated budget allotment. *Work closely with the Client Success team on the logistics for the learning breakout sessions. *Drive… more
- Lincoln Financial (Raleigh, NC)
- …**Requisition #:** 74288 **The Role at a Glance** The Sr. Alternatives Client Onboarding and Implementation Manager will provide subject matter expertise and ... exceed established sales goals or objectives. + Cultivates, directs, and maintains client relationships within assigned area(s). + As the subject matter expert,… more
- Anywhere Real Estate (Charlotte, NC)
- Coldwell Banker Realty, named the nation's No. 1 residential real estate brokerage by developing the standard in relocation, referral programs, and real estate ... estate agents who have opted in to receive referrals from Coldwell Banker Realty. **Responsibilities:** + Responsible for the selection, coaching and accountability… more
- Truist (Charlotte, NC)
- …for consultative sales of Treasury Solutions (TS) products and services to assigned client group (ie, Corporate and Investment Bank , Commercial Real Estate, ... line of business and other internal partners to identify and drive client and prospect sales opportunities to achieve/exceed revenue and portfolio growth objectives… more
- Truist (Greensboro, NC)
- …to deliver care through exceptional client service and create a differentiating client experience for care center teammates. 2. Partner with other Care ... in Business or a relevant field, or equivalent education and related training or experience 2. Five-to-seven years of client contact center experience and/or… more
- Lincoln Financial (Raleigh, NC)
- …service to an assigned case load, offering a recommendable and consistent customer experience , identifying root causes to mitigate future problems and to enhance the ... overall customer experience through multiple methods of communication (ie, email, phone,...as they are received through your queue and designated client /broker relationships. This opportunity will provide the ability to… more
- Lincoln Financial (Raleigh, NC)
- …service to an assigned caseload, offering a recommendable and consistent customer experience , identifying root causes to mitigate future problems and to enhance the ... overall customer experience through multiple methods of communication (ie, email, phone,...demeanor. You will develop, maintain, and execute more complex client relationship management plans that ensure clients' overall service… more
- Lincoln Financial (Raleigh, NC)
- …engineering support to endpoint and network detection/response (EDR/NDR) solutions including client and system health, upgrades, protection policies, and logs. + ... practices. + Maintain LFG secure web gateway including traffic steering configuration, client health, and client configuration. + Proactively identify and… more
- Fiserv (Raleigh, NC)
- …goals. + Ensure proactive accountability to clients, leading to enhanced client experience and retention. + Work in a virtual team environment, coordinating ... through a mobile app, or withdraw money from the bank , we're involved. If you want to make an...specialists, solution consultants, and service sales to meet varying client requirements and generate new business opportunities. **What you… more
- Truist (Charlotte, NC)
- …**Please review the following job description:** Provides investment advice in a virtual environment with an assigned book of business. Consults with clients to ... provide opportunities to add value. Demonstrates how particular investment solutions match client 's individual needs, using a wide range of investment solutions to… more
- Lincoln Financial (Greensboro, NC)
- …Region. This individual will leverage their alternative investments expertise and experience in executing critical educational and sales initiatives, aimed at ... drive sales at targeted firms. + Cultivates, directs, and maintains client relationships within assigned territory's firms. + Increases financial advisors' awareness… more