- First Horizon Bank (Charlotte, NC)
- **Description** **Location:** As listed in Job Posting **Summary** The Client Specialist Team Lead will serve as Team Lead to Client Specialists in Market. ... and support. **Responsibilities** + Serves as Team Lead to Client Specialists in Market + Reviews, coaches, trains +...RM/PM channel loans + Opens, sells and manages deposit accounts + Partners with TMSO/TMSA on Treasury Management product… more
- Truist (Charlotte, NC)
- …(United States of America) **Please review the following job description:** The Client Implementation Specialist II is directly responsible and accountable to ... enabling Truist to achieve our vision and improve revenue realization. The Client Implementation Specialist II is focused on applying wholesale, banking,… more
- Truist (Lumberton, NC)
- …to customers accurately, professionally, and in a positive manner. 4. Manage client communications and provide accurate account detail and information with ... 6. Assist less experienced teammates with more difficult collection accounts and client calls. 7. Document all...production performance of peer group on goals established for Client Solution Specialist I 4. Strong understanding… more
- Coinbase (Charlotte, NC)
- …collaboration, connection, and alignment. Attendance is expected and fully supported. As a Specialist , Prime Client Services you'll join a high performing team ... the platform. * Navigate and execute complex workflows, including analytics, account maintenance, client management, incident and escalation management, billing,… more
- First Horizon Bank (Winston Salem, NC)
- …in activities such as disbursement of funds and extension of new loans. + Answers client inquiries on bank products, services, accounts and policies; opens new ... accounts ; promotes cross-selling; researches and corrects account discrepancies. + Prepares loan documents, notices, and periodic loan reports. + Assists with… more
- WTW (Charlotte, NC)
- …teams in all account management initiatives related to surety client 's accounts . **Note** : Employment-based non-immigrant visa sponsorship and/or assistance ... Commuter Account , Health Care and Dependent Care Flexible Spending Accounts , Group Accident, Group Critical Illness, Life Insurance, AD&D, Group Legal, Identify… more
- WTW (Charlotte, NC)
- …all prospecting and account management initiatives related to surety and insurance client 's accounts with surety needs within in a small team environment. ... Together, we unlock potential. Learn more at wtwco.com . **Description** The Senior Surety Client Manager supports Producers and Account Executives in… more
- Truist (Lumberton, NC)
- …to Clients accurately, professionally, and in a positive manner. 4. Manage client communications and provide accurate account detail and information with ... States of America) **Please review the following job description:** Collect delinquent accounts according to the agreed upon collection strategies while adhering to… more
- Bank OZK (Lexington, NC)
- …notes regarding customer conversations and interactions. + Facilitate and process account transactions accurately and efficiently to minimize errors and reduce ... fraud. + Actively participate in morning huddles. + May open new accounts , as needed and with documented approval of management. + Demonstrate competency and… more
- Truist (Greensboro, NC)
- …to utilizing all available tools and resources to create a differentiated client experience. Track all unresolved issues accurately to ensure timely follow up ... and resolution. Premier Client and Branch Advisors serve as client ...life insurance, disability, accidental death and dismemberment, tax-preferred savings accounts , and a 401k plan to teammates. Teammates also… more