- US Bank (Charlotte, NC)
- …skills and discover what you excel at-all from Day One. **Job Description** Client Relationship Consultants build relationships with customers, engaging them via ... the best possible counsel while adapting a digital first mindset. Strong client relationships are based on trust, assessing and attending to customers' banking… more
- Robert Half (Charlotte, NC)
- JOB REQUISITION Charlotte Technology Audit Senior Consultant (Financial Services) LOCATION CHARLOTTE ADDITIONAL LOCATION(S) JOB DESCRIPTION You Belong Here The ... You: Protiviti is looking for a Technology Audit & Advisory Senior Consultant to join our growing Financial Services team. Protiviti's Financial Services practice… more
- Deloitte (Charlotte, NC)
- …advisor relationship . + Delivery: Manage and deliver components of client engagements that identify, design, and implement creative business solutions for large ... client business requirements. + Lead-to-Cash and Record-to-Report: Minimum 2 years of experience designing or optimizing lead-to-cash and record-to-report… more
- Truist (Charlotte, NC)
- …sales opportunities to achieve/exceed revenue and portfolio growth objectives for assigned client portfolio. 2 . Fosters relationships with bankers and product ... capital concepts 4. Participates in the development of detailed relationship plans for clients/prospects within assigned client ...an equivalent combination of education and related work experience 2 . 5 years of sales experience of financial or… more
- City National Bank (Charlotte, NC)
- …demonstrated sales and marketing abilities including cross selling skills. * Superior client relationship skills. * Good understanding of commercial credit ... to client needs. Provides responsive, quality service. Manages overall relationship profitability and portfolio risk and is responsible for profitable growth of… 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
- TIAA (Charlotte, NC)
- …would fall into three categories: 1) Investment and Business Risk Management; 2 ) Reporting and Oversight; 3) Practice Management. **Key Responsibilities and Duties** ... trust and/or brokerage business as a senior risk leader or an external consultant . Compliance experience in these areas would also be beneficial. + Deep knowledge… more