- Truist (Lineville, AL)
- …Participates fully in all components of the established Truist Retail Community Bank Leadership Routines 5. Commits to advancing individual knowledge of sales ... 3. Experience with sourcing and prospecting for new clients and client relationship building 4. Excellent interpersonal and communication skills, including a desire… more
- JPMorgan Chase (Huntsville, AL)
- …providing education and advice tailored to suit their financial needs. As a Private Client Banker in Branch Banking, you are the main point of contact for a select ... as other customers in the Branch. You will manage their complete banking relationship across the company, utilizing a proactive and disciplined approach to generate… more
- Truist (Montgomery, AL)
- …States of America) **Please review the following job description:** **A Virtual Premier Banker works onsite at a Truist location and works virtual with clients. This ... is not a remote position.** Serve as primary relationship manager for a portfolio of financially complex client relationships within the defined mass affluent market… more
- Truist (Gardendale, AL)
- …prevention 3. Experience with sourcing and prospecting for new clients and client relationship building 4. General understanding of bank operations, policies and ... focus on assisting with outbound calling and supporting Integrated Relationship Management (IRM) activities. ESSENTIAL DUTIES AND RESPONSIBILITIES Following is… more
- Truist (Mobile, AL)
- …maintain and update sales activity, pipeline, and other pertinent information using the Bank 's client relationship management (CRM) system. 6. Execute on all ... a consistent client experience that positions Truist as the Premier Advisory Bank in the Not for Profit/Government segment. Integrate all banking functions in… more
- Truist (Mobile, AL)
- …maintain and update sales activity, pipeline, and other pertinent information using the Bank 's client relationship management (CRM) system. Execute on all risk, ... needs of assigned clients through the appropriate channel according to Integrated Relationship Management (IRM). Levels (I - III) should be differentiated based on… more
- Truist (Homewood, AL)
- …needs of assigned clients through the appropriate channel according to Integrated Relationship Management (IRM). Levels (I - II) should be differentiated based on ... fully develop middle market banking relationships by executing on Integrated Relationship Management (IRM) principles. Include the identification of all business and… more
- First Horizon Bank (Fairhope, AL)
- …responsibility for the quality of the deal and customer relationship **Trusted Advisor/Personal Impact:** + Proactively and systematically educates customers ... on customer commitments + Respects the confidentiality of the customer relationship **Financial Analysis, Planning & Judgement:** + Analyzes customer's financial… more
- Truist (Huntsville, AL)
- …and models appropriate loan structures and while maintaining expertise around the bank 's suite of ancillary products. Is accountable for the risk evaluation and ... and structure to develop solutions that meet the client's needs and the Bank 's risk acceptance criteria. Manage data integrity of all data inputs and outputs.… more
- Truist (Montgomery, AL)
- …products and services to assigned client group (ie, Corporate and Investment Bank , Commercial Real Estate, Commercial Community Bank , Business Banking, Small ... as working capital concepts 4. Participates in the development of detailed relationship plans for clients/prospects within assigned client group to identify key… more
- Lincoln Financial Group (Montgomery, AL)
- …evolving team. As an Account Manager, you will work closely with our Relationship Managers, internal service team and intermediaries to provide first class service ... our existing clients by developing and maintaining client satisfaction through relationship building + Collaborating with internal partners to establish and… more
- Lincoln Financial Group (Montgomery, AL)
- …execution of consulting services, including project management, business analysis and relationship management, which includes but it not limited to accountability ... and an aptitude to drive and accept change. * Demonstrated strong relationship and project management skills including, critical ability to coordinate and balance… more
- Lincoln Financial Group (Huntsville, AL)
- …including Treasury, Tax, General Ledger Reconciliation, Unclaimed Property, Cash & Bank Relationship Management and Investment Accounting. They will act ... to provide their social security numbers, date of birth, bank account information or other sensitive information in job...Political Contribution Policy. An offer of employment may be contingent upon disclosing to Lincoln the details of certain… more
- Lincoln Financial Group (Montgomery, AL)
- …execution of consulting services, including project management, business analysis and relationship management, which includes but is not limited to accountability ... and an aptitude to drive and accept change. * Demonstrated strong relationship and project management leadership skills including, critical ability to coordinate and… more
- Lincoln Financial Group (Montgomery, AL)
- …from legacy data environment to new cloud environment. Demonstrated strong relationship management skills with business partners to facilitate data governance ... Ability to work with others in a team environment. Demonstrated strong relationship management skills with internal clients (eg management, peers and colleagues);… more
- Lincoln Financial Group (Montgomery, AL)
- …and market feedback. + You will foster a collaborative working relationship with GP operational areas including Underwriting, Customer Operations, Administrative ... will partner with the Group Office Regional Director and Director of Relationship Management to maximize sales, profitability, and overall business relation. **What… more
- Lincoln Financial Group (Montgomery, AL)
- …Partners you will be responsible for sales, account management and relationship management support to ensure the retention and development of multinational ... target sales growth opportunities. + You will interface directly with senior-level relationship managers as the main global point of contact for client deliverables… more
- Lincoln Financial Group (Montgomery, AL)
- …to lead the team to push the solution and progress + Strong relationship management skills + Believes in a non-hierarchical culture of collaboration, transparency ... to provide their social security numbers, date of birth, bank account information or other sensitive information in job...Political Contribution Policy. An offer of employment may be contingent upon disclosing to Lincoln the details of certain… more
- Lincoln Financial Group (Montgomery, AL)
- …appropriate resources and tools to drive solutions. * Demonstrates strong relationship management and communication skills with internal clients (eg management, ... to provide their social security numbers, date of birth, bank account information or other sensitive information in job...Political Contribution Policy. An offer of employment may be contingent upon disclosing to Lincoln the details of certain… more
- Truist (Birmingham, AL)
- …other account service teammates, and demonstrate strong interpersonal and professional relationship building skills. 19. Other job duties and responsibilities as ... Truist Financial Corporation:** All regular teammates (not temporary or contingent workers) working 20 hours or more per week...result, TIH will be a separate company from Truist Bank as of Legal Day 1 (date TBD). Refer… more