- Truist (Winston Salem, NC)
- …management, and triage and delegate client and advisor operational requests to a virtual team. ESSENTIAL DUTIES AND RESPONSIBILITIES Following is a summary of the ... related to transfers, withdrawals, and account opening/maintenance to a virtual team 2. Work closely with a virtual...Identify at-risk relationships at risk and notifies the appropriate relationship manager 4. May serve as the local point… 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 clients. ... special projects with internal and external stakeholders, as assigned/required. + ** Relationship Building -** Develop and manage relationships with management and … more