- Truist (Mclean, VA)
- …support to a team of Wealth, Legal Specialty or Medical Specialty Group advisors managing a portfolio of high net-worth clients. Closely works with assigned ... timely manner 3. Identify at-risk relationships at risk and notifies the appropriate relationship manager 4. May serve as the local point of contact for the Wealth… more
- AutoNation, Inc. (Sterling, VA)
- …with Service Customers, Sales Associates, Sales Managers, Service Advisors , Service Director, other associates, Financial Services Manager , and support ... Payment process. This role requires the ability to identify sales opportunities for AutoNation as well. Those customers interested...in replacing their vehicle will be referred to a Sales Associate who will execute the sales … more