- US Bank (Charlotte, NC)
- …in partnership with wealth management teams. No direct investment sales are made by the Premier Client Relationship Consultant . Premier Client ... and opening and/or closing the branch. In addition to the Client Relationship Consultant duties, Premier Client Relationship Consultants hold… 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