- Truist (Norfolk, VA)
- …including but not limited to the completion of necessary forms and documentation, account opening , pulling & working reports, processing payments, assisting in ... general maintenance, etc. 6. Assist bankers with portfolio management ensuring accurate client assignment and account data. Monitor reporting and escalate as… more
- Truist (Richmond, VA)
- …compliance with current guidelines. 8. Serve as secondary contact for new account openings and problem resolution, offering applicable products and services ... referring the client to the appropriate branch team members or specialist . 4. Understand the importance of Integrated Relationship Management (IRM) to ensure we… more
- Bank of America (Petersburg, VA)
- …established processes, laws, and guidelines in performing day-to-day activities, such as opening accounts, account maintenance, and Digital Assisted Shopping + ... Solutions Advisor (CSA I) or Relationship Manager Business Owner Specialist (RMBOS) at Bank of America for a minimum... Focus + Oral Communications + Problem Solving + Account Management + Client Experience Branding +… more