- Bank OZK (Auburn, GA)
- Job Purpose & Scope Responsible for utilizing knowledge of banking products and services to build professional relationships with customers and engaging in ... uncover needs, make appropriate recommendations, and submit referrals to banking center team members or line of business partners....others. + Provide backup and assistance to other retail banking roles and locations, as necessary. + Model and… more
- Bank OZK (Alpharetta, GA)
- …of authority, as needed. + Proactively serve as a role model for banking center team members and coach relationship -building activities. + Collaborate ... providing sales leadership and coaching to team members, utilizing knowledge of banking products and services to build professional relationships with customers and… more
- Regions Bank (Gainesville, GA)
- …careers section of the system. **Job Description:** At Regions, the Private Wealth Relationship Specialist assists in the coordinated delivery of a broad range ... of bank products and services (insurance, deposits, consumer credit etc.) to affluent clients. The Private Wealth...credit etc.) to affluent clients. The Private Wealth Management Relationship Specialist will be responsible for rendering… more
- Truist (Duluth, GA)
- …need or referring the client to the appropriate branch team members or specialist . 4. Understand the importance of Integrated Relationship Management (IRM) to ... focus on assisting with outbound calling and supporting Integrated Relationship Management (IRM) activities. ESSENTIAL DUTIES AND RESPONSIBILITIES Following is… more