- Truist (Atlanta, GA)
- …divisional, group and team projects including but not limited to, performing reporting , analytics, insights and process reviews while also serving as a ... Program. + Banking or financial services experience, with an emphasis on the Brokerage & Private Banking and Wealth client segments. + Knowledge of Operational… more
- Truist (Atlanta, GA)
- …divisional, group and team projects including but not limited to, performing reporting , analytics, insights and process reviews while also serving as a ... Program Banking or financial services experience, with an emphasis on the Brokerage & Private Banking and Wealth client segments Knowledge of Operational Procedures… more
- City National Bank (Atlanta, GA)
- …are consistent across the enterprise and of high quality. * Assist Wealth Analyst with preparation of reports/dashboards and making other changes to support their ... business reporting and other operational needs using Salesforce (within the...prospects, and COIs. * Keep abreast of legislative and tax changes. * Enhance existing relationships and reduce attrition… more