- 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
- Datavant (Raleigh, NC)
- …and life experiences to realize our bold vision for healthcare. **Position Overview** The Client Billing Specialist II is a mid-level role responsible for ... This role supports payer billing processes, researches and resolves client disputes, and partners across Finance, Account ... Management, and Collections to optimize billing efficiency. The Specialist II is expected to operate with… more
- Huntington National Bank (Raleigh, NC)
- …Greenville, SC, Raleigh, NC, and Charlotte, NC Summary: The Private Bank Service Specialist II is responsible for the day-to-day activities and interaction ... between the client and Huntington Bank in terms of establishment of...deliver exceptional service to high-net worth clients. The Service Specialist II is also responsible for maintaining… more
- Truist (Wilson, NC)
- …the US Bankruptcy Courts, Clients, Attorneys, and/or Trustees. Review and process accounts /cases through reports or queues in Workflow systems. Conduct research when ... direction of Management and/or Bankruptcy Officers. Thoroughly notate case and account statuses systematically to ensure all internal parties understand case… more
- PNC (NC)
- …opportunity to contribute to the company's success. As an Operations Production Support Specialist II within PNC's Midland organization, you will be based within ... real estate loans. Work scope includes highest complexity loans and borrower or client relationships to include more contact and autonomy. - Implement precise loan… more
- Truist (Charlotte, NC)
- …client transactions. 3. Utilize various trust systems to affect transactions, monitor accounts , and create reports 4. Respond to client requests for ... Specialist , trust experience, investment, banking or financial planning-related client service experience, or equivalent outside experience 2. Demonstrate an… more
- Truist (Charlotte, NC)
- …the following job description:** * This position is located on-site* Provides in-office client and advisor support to a team of Wealth Advisors managing a portfolio ... advisor(s) to meet the needs and objectives of the client and will serve as the primary point of...and advisor operational requests related to transfers, withdrawals, and account opening/maintenance to the centralized service team. 6. Work… more
- Huntington National Bank (Charlotte, NC)
- …rapport. Responsible for identifying, researching, analyzing and resolving complex problems with accounts . + Works directly with the client and/or relationship ... Description Summary: HFA Service Specialists provides client relationship building partnerships with Advisor(s) and is...obtain financial information or other documentation needed for new accounts , loans and servicing requests. + Responsible for… more
- Forrester (Charlotte, NC)
- …embedding in the accounts to drive high engagement. Serve as a client advocate driving strong renewal rates and higher enrichment by understanding the client ... vendor client engagement strategy, informed by the client executive's overall account strategy. This includes...enrichment opportunities. + Leverage support of the customer success specialist to ensure the largest impact on client… more
- Acxiom (Raleigh, NC)
- The Agile Business Analyst interfaces with client and internal business teams regarding business problems, issues, and opportunities in the context of business ... business information, translates requirements into functional specifications, and champions client and/or internal business needs while balancing climate, priorities,… more