- 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 (Charlotte, 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 (Asheboro, 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 Asheboro, NC].… 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
- 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
- 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)
- …BofA across product, market, entity, trade status. Candidate must be on hand to offer premium Client service and deal with all Client queries and manage the ... client inquiries via numerous channels to support operational efficiency and quality client service + Responsible for the analysis and resolution of… 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 ... years of age.** Acknowledge (https://ghr.wd1.myworkdayjobs.com/Lateral-US/job/Charlotte/Centralized-Lending-Specialist--Mortgage-Loan-Officer Charlotte--NC\_25038651-1) **Job Description:** _At Bank of America, we are guided by a common… more
- Bank of America (Charlotte, NC)
- …of US Fixed Income products. Applicant must be on hand to offer premium client service and manage the relationships between our clients and fixed income ... 18 years of age.** Acknowledge (https://ghr.wd1.myworkdayjobs.com/Lateral-US/job/Charlotte/Ops-Sr-Analyst-MKTS\_25046067) **Job Description:** At Bank of America, we are guided by a common… 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
- 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
- Bank of America (Charlotte, NC)
- …essential to our success. This job is responsible for being the first point of contact for requests or service failure incidents and maintaining stability for a ... 18 years of age.** Acknowledge (https://ghr.wd1.myworkdayjobs.com/Lateral-US/job/Charlotte/ServiceNow-Platform-Operations-Specialist\_25039368) **Job Description:** At Bank of America, we are guided by a common… 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