- Truist (Atlanta, GA)
- …an integrated delivery of a broad range of retail solutions including banking , mortgage, planning, investments, and insurance services. Leverage the Truist referral ... for a broad range of fee income and retail banking products and services appropriate to mass affluent clients....new products to existing clients. Successfully participate in the sales management process, which includes, but is not limited… more
- Truist (Atlanta, GA)
- … sales * Prior experience and/or understanding of Wholesale Banking fundamentals, including product and service capabilities, organizational structure and ... drivers and sales practices across lines of business including commercial banking , commercial real estate, corporate & investment banking , and wealth… more
- Truist (Atlanta, GA)
- …team of Premier Bankers (In-Market and/or Virtual) to deliver the Truist Premier sales and service model achieving revenue and production goals by retaining and ... and complex tasks related to relationship building as well as banking , investments, insurance, financial planning, and trust and fiduciary services. Commits… more
- First Horizon Bank (Atlanta, GA)
- …Management (TM) Implementation Specialist is responsible for supporting a team of TM Sales Officers by turning TM revenue opportunities sold by Treasury Management ... Sales and RMs into realized revenue. This position plays...each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skills, and/or abilities required. +… more
- City National Bank (Atlanta, GA)
- …LENDING MORTGAGE BANKER* WHAT IS THE OPPORTUNITY? This position is responsible for sales of first mortgage and concurrent second loan products to existing and ... potential banking diverse segment clients. Community Loan Officer duties include outside sales activities to cultivate new business and expand CNB's client… more
- Truist (Atlanta, GA)
- …and banking needs * Successful track record using interpersonal, sales , presentation and relationship management skills previously demonstrated in the high net ... advisor with ability to handle the most challenging, sensitive and complex banking relationships. * Focuses on targeted prospecting and developing relationships with… more
- Truist (Duluth, GA)
- …to book management data (ie pipelined reports and referrals) 3. Support the sales and retention efforts by scheduling appointments, making follow up telephone calls, ... Demonstrate proficiency in all operational competencies and processes including banking , credit, investments, trust, new client on-boarding/welcome program, client… more
- Truist (Atlanta, GA)
- …a team of wealth support specialists and oversee the daily service, sales and operations support of the assigned division. Performance accountabilities and ... in business continuity plan and train support teammates accordingly 7. Partner with sales leadership and advisors to assist in sales and client acquisition… more
- Truist (Morrow, GA)
- …service, identifying and understanding the client's financial needs. Cross-trained to support sales and service activities, with a particular focus on assisting with ... on digital, self-service solutions including ATMs, Online and Mobile banking to make banking easier and enhance...easier and enhance their service experience. 3. Support team sales process by participating in client outreach through outbound… more
- Truist (Atlanta, GA)
- …1. Three years of experience in the securities industry. 2. Previous sales and/or banking experience. 3. Bachelor's degree in business, accounting, ... time frame required for presentation and answering of questions. 6. Maximize sales opportunities by contacting potential investment clients based on internal and… more