- Comerica (Raleigh, NC)
- …Bachelor's degree in Business, Economics, or Finance + 7 years of experience sales and client management experience in Wealth Management and a demonstrated ability ... and banking needs + 7 years developing and executing sales and marketing plans + Series 7 + Series...strategically aligned into three major business segments; the Commercial Bank , the Retail Bank , and Wealth Management.… more
- Truist (Greensboro, NC)
- …and marketing new products to existing clients. Successfully participate in the sales management process, which includes, but is not limited to, the delivery ... behaviors, support of the Truist segmentation models, full use of the automated sales process and support of referral processes and guidelines. Monitor, maintain and… more
- Extra Space Storage (Mooresville, NC)
- …customer relationships through in-person and phone interactions, presenting a structured sales process, and managing customer accounts. Extra Space Storage is the ... relationships by identifying storage needs and providing tailored solutions. + Maximize sales objectives through unit rentals, unit insurance, and moving supplies. +… more
- PNC (Charlotte, NC)
- …that includes money management tools. As a WorkPlace Banker - Corporate Financial Sales Consultant, you will work in an outbound sales capacity, facilitating ... existing clients in a book of business to grow sales , revenue and market share with relevant sales...and enhance the client experience. Focuses on bringing entire bank to the client by presenting the full range… more
- BorgWarner Inc. (Arden, NC)
- …REQUIREMENTS ▪ Creation and analysis of the product forecast, aligning it with Sales / Controlling and processing it through SAP using the appropriate forecasting ... tools.▪ Monitors sales volumes, seasonal patterns, and trends to help create...their national ID numbers, birth dates, credit card numbers, bank account information or other private information when communicating… more
- KeyBank (Charlotte, NC)
- …that products and services are delivered in a quality manner and in accordance with the Bank 's goal of a high level of service. Acting as a trusted advisor to both ... approach to cross-sell all aspects of financial solutions and bank products to clients + Work collaboratively with an...products to clients + Work collaboratively with an expert sales team to tailor enterprise-wide solutions for clients +… more
- Deloitte (Charlotte, NC)
- …for our clients + Manage internal business development initiatives and sales opportunities, including the creation of external-facing industry perspectives, lead ... generation materials, or sales proposals + Produce quality work products independently and...digital assets or capital markets + Experience working in bank licensing, M&A and business plan work efforts +… more
- Robert Half Finance & Accounting (Durham, NC)
- …compliance with applicable regulations. This role requires experience in bank and account reconciliations, month-end close processes, preparing journal entries, ... and managing sales tax reporting.... tax reporting. Responsibilities: * Perform timely reconciliations of bank accounts, addressing discrepancies to ensure accurate financial records.… more
- Truist (Charlotte, NC)
- …to inspiring and building better lives and communities. As a leading US commercial bank , Truist has leading market share in many of the high-growth markets across ... lending businesses. Headquartered in Charlotte, North Carolina, Truist is a top 10 commercial bank with total assets of $544 billion as of June 30, 2025. **The… more
- JPMorgan Chase (Charlotte, NC)
- Be a trusted advisor to our Commercial Bank clients. Manage multiple relationships with our clients to help provide support for any issues that may arise with the ... services. As a Client Service Associate within the Commercial Bank , you will resolve client requests while working in...client requests while working in partnership with Service Operations, Sales partners, and Bankers located in the United States… more