- US Bank (Charlotte, NC)
- At US Bank , we're on a journey to do our...a rescission of your offer or termination of employment. ** Client Relationship Consultant 1** **Basic ... is unique in their potential. A career with US Bank gives you a wide, ever-growing range of opportunities...skills - Experience in the financial services industry preferred ** Client Relationship Consultant 2** **Basic… more
- Regions Bank (Charlotte, NC)
- …section of the system. **Job Description:** At Regions, the Corporate Trust Relationship Consultant handles trust-related issues involving the scheduling of ... clients. This position plays a key role in assisting Regions with meeting client needs, providing deeper client relationships across multiple business groups.… more
- Bank of America (Charlotte, NC)
- …and communication process of resolving client issues and achieving high client satisfaction and relationship deepening through a disciplined and responsible ... procedures and processes. The role is responsible for achievement of high client satisfaction and relationship deepening through a disciplined and responsible… more
- Bank of America (Charlotte, NC)
- Global Talent Consultant II - GCIB New York, New York;Pennington, New Jersey; Charlotte, North Carolina **Job Description:** At Bank of America, we are guided by ... 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
- 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 and enabling the ... is unique in their potential. A career with US Bank gives you a wide, ever-growing range of opportunities...help them grow. **As a Global Trade and Payment Consultant , you'll:** + Coordinate efforts for the Originators heading… 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 ... to life, and each person is unique in their potential. A career with US Bank gives you a wide, ever-growing range of opportunities to discover what makes you thrive.… more
- Truist (Charlotte, NC)
- …Advisory, and/or Retail Lending experience) or one years' experience in a financial client relationship manager role. 3. Advanced knowledge of a broad range ... as primary relationship manager for a portfolio of financially complex client relationships within the defined mass affluent market segment within the Truist… more
- Huntington National Bank (Charlotte, NC)
- Description Summary: The Solutions Consultant is a key member of the sales organization driving the sales process and sales goals, acting as the product and ... technical expert working with TM Advisors, Relationship Managers, Product Management and Vendor Partners and is...Leverage deep product knowledge to help configure products for client needs. + Conduct need assessments and product demonstrations… more
- City National Bank (Charlotte, NC)
- …demonstrated sales and marketing abilities including cross selling skills. * Superior client relationship skills. * Good understanding of commercial credit ... and attracting new colleagues and customers. * Prepares a Relationship Plan and calling schedule for each client...serve as a product specialist acting as a technical consultant to clients and Relationship Managers in… more
- Regions Bank (Charlotte, NC)
- …Commercial Relationship Managers, and product teams to prepare for client or prospect meetings. **Primary Responsibilities** + Supports Treasury Management sales ... pitches, proposals, client materials and associated supporting analyses + Completes client industry and bank research, as well as comparisons to peers… more
- Deloitte (Charlotte, NC)
- …advisory services to our clients. + Playing a key role in client communication, relationship development and retention + Ensuring products/deliverables meet ... for an experienced SAP treasury transformation and treasury technology delivery Senior Consultant to join our treasury advisory practice to help drive growth and… 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, ... well as working capital concepts 4. Participates in the development of detailed relationship plans for clients/prospects within assigned client group to identify… more
- Lincoln Financial (Charlotte, NC)
- …**What you'll be doing** + Cultivates, manages, & maintains basic Retirement Consultant , Plan Sponsor and Participants client relationships within assigned ... a Glance** We are excited to be hiring a ** Client Engagement Associate** in our Retirement Plan Services ...within 90 days of hire date + Demonstrated solid relationship management skills with internal clients (eg management, peers… more
- TIAA (Charlotte, NC)
- …Level** 7IC Related Skills Accountability, Business Acumen, Business Development, Client Relationship Management, Commercial Mindset, Communication, Financial ... **Virtual Financial Consultant ** The Virtual Financial Consultant provides...(including retail mutual funds, annuities, IRAs, 529 and 403b, bank products, life insurance and others) and provides authoritative… more