- 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
- Southern States Cooperative, Inc (Lenoir, NC)
- …and services) + Assist management and staff, vendors, suppliers, customers, sales team, and other business partners with inquiries regarding daily operations. ... for accuracy and pricing. Prepare, process, verify and deliver daily bank deposits to financial institution. + Prepare reports, spreadsheets, general correspondence,… 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
- Extra Space Storage (Stanley, NC)
- …customer relationships through in-person and phone interactions, presenting a structured sales process, and managing customer accounts. + This location is closed ... up on delinquent payments, process customer payments, and complete daily bank deposits. + Oversee routine administrative tasks, including maintaining auction files,… 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)
- …time frame required for presentation and answering of questions. 6. Maximize sales opportunities by contacting potential investment clients based on internal and ... bank leads. Use product and industry knowledge to identify...identify existing client, account, and product attributes that present sales potential. 7. Provide operational guidance to Financial Advisors… more
- Otsuka America Pharmaceutical Inc. (Raleigh, NC)
- …The **Associate Director, Field Strategy** plays a critical role in enabling ** sales execution** by ensuring that field teams have the **clarity, insights, and ... ensuring field teams can focus on **flawless execution of sales strategy** . They ensure field teams are fully...We do not require any financial, credit card or bank account information and/or any payment of any kind… more
- Truist (Charlotte, NC)
- …matter expert to facilitate evaluation of tax-exempt lending opportunities, including sales process, closing and ongoing issues related to the tax-exempt status. ... delivered timely for bankers in the field with tax-exempt transactions, including sales process, closing and ongoing issues related to the tax-exempt status. Must… more
- PNC (Fayetteville, NC)
- …activities with new and/or existing clients in a book of business to grow sales , revenue and market share with relevant sales goals. Typically works with ... and enhance the client experience. Focuses on bringing entire bank to the client by presenting the full range...range of PNC's products and services. Leverages reporting and sales tools to proactively identify and successfully convert … more
- Hendrick Automotive Company (Wilmington, NC)
- …5 years' experience as an F&I Manager at a name-brand dealership + Strong sales and closing ability + Excellent communication and customer service + High integrity ... deal is complete by utilizing a deal checklist. + Works closely with sales team, maintains effective employee relations + Maintains AFIP Certification. + Acts as… more