- Lincoln Financial (Raleigh, NC)
- …service model and expanding the Virtual Relationship Manager team to support continued sales growth and deliver exceptional client service. In this role, you will ... book of business, developing and executing strategic plans to meet sales targets and organizational goals. You will implement standardized relationship management… more
- Lincoln Financial (Greensboro, NC)
- …correspondent, borrower, in-house counsel, outside counsel, title company, accounting , treasury, servicing, portfolio management, and asset management personnel ... + Transmitting loan information and documentation to servicing, asset management, accounting , and other departments, as necessary. + Reviewing loan settlement… more
- KONE, Inc (Charlotte, NC)
- …and Vision Insurance + Digital Health Solutions & Telehealth + Health Savings Account (HSA) + Flexible Spending Accounts (FSAs) + Employee Family Assistance ... motivate you? + Do you thrive in areas where you work with complex accounts and customers to resolve escalated disputes? + Are you skillful with technological tools… more
- City Wide Facility Solutions (Greensboro, NC)
- …retaining B2B accounts ? Do you also have strong selling skills for increasing sales within an account ? If you answered yes, consider this opportunity with ... client contracted service area. This is an outside, B2B account management position that provides field support including -...and that all items are properly labeled. + Notify Sales Executives of potential accounts in your… more
- City Wide Facility Solutions (Durham, NC)
- …retaining B2B accounts ? Do you also have strong selling skills for increasing sales within an account ? If you answered yes, consider this opportunity with ... client contracted service area. This is an outside, B2B account management position that provides field support including -...and that all items are properly labeled. + Notify Sales Executives of potential accounts in your… more
- City National Bank (Charlotte, NC)
- … process to portfolio management is smooth and accurate. * Facilitate the new accounts and account transfer process. * Handle Independent Financial Advisor and ... CNR investment services. Develops "partnering" relationships with Independent Financial Advisor, accounting firms, and estate planning firms with the objective of… more
- PNC (Charlotte, NC)
- …of Embedded Finance opportunities, connectivity, and integrations services in a pre- sales advisory role during the engagement of prospective PNC Treasury Management ... on PNC's Embedded Finance program solutions. The role requires understanding of ERPs, accounting and treasury management systems and how they integrate with PNC's TM… more
- Norstella (Raleigh, NC)
- …revenue expertise, process optimization, and change leadership, working closely with Sales , Legal, FP&A, and Technology teams to enable growth and operational ... and system enhancements. + Cross-Functional Business Partnering + Collaborate with Sales , Deal Desk, and Legal to structure contracts that balance compliance… more
- Lincoln Financial (Charlotte, NC)
- …As a primary contributor to this group, you will work closely with our sales and marketing teams and other departments to review and help develop effective and ... compliant communications, sales and educational materials for internal, financial professional and...employees, representatives and/or insurance agents do not provide tax, accounting or legal advice. Lincoln is committed to creating… more
- Lincoln Financial (Raleigh, NC)
- …price, within a wider range of authority, at which to accept the risks posed by sales . * Works directly and independently with sales to address case issues and ... with appropriate coverage level(s) & pricing. * Meets with brokers and sales teams to develop relationships, discuss target markets and potential pricing approaches… more