- Truist (Birmingham, 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 (Vestavia Hills, 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 (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
- Truist (Birmingham, 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 (Birmingham, 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 (Birmingham, 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
- Truist (Birmingham, AL)
- …products and services 2. Marketing: a. Develop marketing plan and strategy with Relationship Executives and coordinate with same to obtain the best coverage terms ... 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
- 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
- Lincoln Financial Group (Birmingham, AL)
- …levels through clear, informed and logical discussions/presentations. * Strong relationship management skills with financial advisors and internal stakeholders (eg ... 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 (Birmingham, AL)
- …with Ariba, SAP or other procurement systems. * Demonstrated strong relationship management skills with internal clients (eg management, peers and colleagues); ... 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 (Birmingham, AL)
- …appropriate resources and tools to drive solutions. * Demonstrates strong relationship management skills with internal clients (eg management, peers and colleagues) ... 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