- Bank OZK (Lexington, NC)
- Cons Bnkng Relationship Spec ( Relationship Banker ) +...and team members thrive, we achieve success for our bank . About You: Being the best bank for ... unique talents, skills and experiences to help our customers, your team and our bank get better every day, providing exceptional customer service at all times. Our… more
- First Horizon Bank (Archdale, NC)
- …**Summary** If you are a go-to person for advice, then become a First Horizon Bank Relationship Banker ! You will work to deepen the relationships with ... exceptional customer service + Opening accounts and supporting other bank products and services + Identify client needs and...2-5 years of experience as a teller or universal banker or an equivalent combination of education and experience… more
- Truist (Clemmons, NC)
- …Participates fully in all components of the established Truist Retail Community Bank Leadership Routines 5. Commits to advancing individual knowledge of sales ... 3. Experience with sourcing and prospecting for new clients and client relationship building 4. Excellent interpersonal and communication skills, including a desire… more
- Truist (Winston Salem, NC)
- …prevention 3. Experience with sourcing and prospecting for new clients and client relationship building 4. General understanding of bank operations, policies and ... focus on assisting with outbound calling and supporting Integrated Relationship Management (IRM) activities. ESSENTIAL DUTIES AND RESPONSIBILITIES Following is… more
- First Horizon Bank (Winston Salem, NC)
- …+ Meets bank standards for accuracy, response times, service scores, relationship retention, contact rate, and customer loyalty. + Proactively looks for ways to ... Responsible for acquiring, managing, growing, retaining, risk management, and relationship development/planning of approximately 250 business relationships with $1 -… more
- Truist (Winston Salem, NC)
- …needs of assigned clients through the appropriate channel according to Integrated Relationship Management (IRM). Levels (I - II) should be differentiated based on ... fully develop middle market banking relationships by executing on Integrated Relationship Management (IRM) principles. Include the identification of all business and… more
- Bank of America (Winston Salem, NC)
- Merrill Market Client Relationship Manager Greensboro, North Carolina;Winston Salem, North Carolina; Asheville, North Carolina **Job Description:** At Bank of ... offering competitive benefits to support their physical, emotional, and financial well-being. Bank of America believes both in the importance of working together and… more
- Bank of America (Greensboro, NC)
- …Client Associates help clients pursue the life they envision through a personal relationship with their advisory team committed to their needs. We believe trust ... insights of Merrill coupled with the banking convenience of Bank of America. At Merrill, we empower you to...the life they envision through a one-on-one or team-based relationship committed to their needs. We believe great teams… more
- Bank of America (Winston Salem, NC)
- …business, and providing opportunities for advisors to pursue a career within the bank . This position is subject to SAFE Act registration requirements. Pursuant to ... and accesses the full breadth of resources across the bank to benefit clients or prospectsDevelops and grows a...prospective clients. In this role you will develop the relationship management skills necessary to operate in an Elite… more
- PNC (Greensboro, NC)
- …valued and have an opportunity to contribute to the company's success. As a Relationship Manager I - Business Banker within PNC's Business Banking organization, ... Professional Services, Wholesale and Women in Business. As a Relationship Manager in Business Banking you will develop and...and enhance the client experience. Focuses on bringing entire bank to the client by presenting the full range… more
- Wells Fargo (Winston Salem, NC)
- …begins with you. **About this role:** Wells Fargo is seeking a Business Relationship Support Representative in Global Treasury Management (GTM) as part of Enterprise ... and compliance requirements **Required Qualifications:** + 2+ years of Business Relationship Support experience, or equivalent demonstrated through one or a… more
- CIBC (North, NC)
- We're building a relationship -oriented bank for the modern world. We need talented, passionate professionals who are dedicated to doing what's right for our ... more about CIBC, please visit CIBC.com (https://www.cibc.com/en/about-cibc.html) We're building a relationship -oriented bank for the modern world. We need… more
- Truist (Greensboro, NC)
- …The FIU performs a critical role in ensuring that Truist complies with the Bank Secrecy and USA PATRIOT Acts as well as regulations set forth by Treasury's ... research findings and make independent recommendations to maintain or exit the relationship as warranted. 4. Communicate with Relationship Managers, branch… more
- Truist (Greensboro, NC)
- …and prepare client reports in support of Consulting Actuaries and client relationship teams. **Hybrid work 3 days per week in office (Mon-Wed) **Actuarial ... in support of Consulting Actuary, clinical practices, and client relationship teams. 3. Evaluate and forecast plan experience to...a result, TIH is a separate company from Truist Bank as of May 6, 2024. Refer to the… more
- Truist (Greensboro, NC)
- …limited to Small Business, Mass Affluent, @Work Financial Wellness, Integrated Relationship Management (IRM) partnership. 3. Drive branch revenue through Small ... effective outbound calling and OnUp outreach. 6. Partnership with Integrated Relationship Management (IRM) and Operations partners. Partner with the Area Operations… more
- PNC (Greensboro, NC)
- …financial wellness advice and solutions to clients and consumers. As a Relationship Manager I - Financial Wellness Consultant you will develop and uncover ... while expanding our client base. **Job Description** + Handles relationship management activities with new and/or existing clients in...and enhance the client experience. Focuses on bringing entire bank to the client by presenting the full range… more
- Lincoln Financial Group (Greensboro, NC)
- …execution of consulting services, including project management, business analysis and relationship management, which includes but it not limited to accountability ... and an aptitude to drive and accept change. * Demonstrated strong relationship and project management skills including, critical ability to coordinate and balance… more
- CIBC (North, NC)
- We're building a relationship -oriented bank for the modern world. We need talented, passionate professionals who are dedicated to doing what's right for our ... special projects with internal and external stakeholders, as assigned/required. + ** Relationship Building -** Develop and manage relationships with management and… more
- Lincoln Financial Group (Greensboro, NC)
- …In this role, you will provide administrative support and partnership to our Relationship Consultant Teams as well as provide concierge services to our participants ... (4 years of experience in lieu of degree) + Demonstrated solid relationship management skills with internal clients (eg management, peers and colleagues) +… more
- Truist (Winston Salem, NC)
- …fully-funded and alternative-funded (self-funded) programs 8. Possess sales and relationship skills 9. Comprehensive knowledge of compliance requirements (eg ERISA, ... (TIH). As a result, TIH is a separate company from Truist Bank as of May 6, 2024. Refer to the news release… more