- Truist (Fredericksburg, VA)
- …(Integrated Relationship Management [IRM] partners) who are designated to support client service and development efforts (eg banking , mortgage, planning, ... Serve as primary relationship manager for a portfolio of financially complex client relationships within the defined mass affluent market segment within the Truist… more
- Deloitte (Mclean, VA)
- AML Project Delivery Specialist -Project Delivery Specialist - Regulatory, Risk & Forensic Operate Are you an experienced, passionate pioneer in technology who ... wants to work in a collaborative environment? As an experienced AML Project Delivery Specialist you will have the ability to share new ideas and collaborate on… more
- Bank of America (Falls Church, VA)
- …advice and guidance to financial center clients through the full spectrum of borrowing and banking offerings at each stage of client 's life plan + Builds and ... products such as Auto Loans, Credit Cards and Core Banking products. Job expectations include effectively balancing sales performance,...has previously held the role of: + Home Service Specialist II, Lending Client Associate, Lending … more
- TD Bank (Falls Church, VA)
- …more specific details for this role. **Line of Business:** Personal & Commercial Banking **Job Description:** The Store Manager I develops, leads and contributes to ... the customer first and referring them to the right Specialist to ensure we are meeting their needs and...individual performance metrics + Requires knowledge of the business, banking and bank operations + Requires process management knowledge… more
- Capital One (Mclean, VA)
- …existing relationships with clients. They focus on building and maintaining strong client relationships with businesses in the $2mm-$20mm space within their assigned ... follow-up concerning newly implemented treasury management services to ensure the client is satisfied and/or carefully understands the mechanics of the service… more
- Truist (Mclean, VA)
- …and ultra-high net worth wealth clients. Responsible for developing and deepening client relationships through needs-based, high-level client service and through ... may change from time to time. * Meet revenue growth, profitability and client retention goals by acquiring new clients through business development and expanding… more
- Truist (Gainesville, VA)
- …referring the client to the appropriate branch team members or specialist . 4. Understand the importance of Integrated Relationship Management (IRM) to ensure we ... the following job description:** Provide timely and efficient completion of client transactions while maintaining accurate records and thorough proper handling of… more
- Educational Testing Service (Richmond, VA)
- …to power human progress worldwide. **Position Summary** The Assessment Process Specialist III manages technological aspects of Test Development and Production ... with guidance from a senior manager. The Assessment Process Specialist III may serve as a corporate and/or division...and subsequent change orders for programs using ETS Item Banking and Scoring systems + Develop and oversee the… more
- Truist (Richmond, VA)
- …financial planning including is the meaningful definition of a "plan" based on client segment or complexity, delivery channel or other variables. 2. Selection of ... roadmap to remediate any deficiencies or gaps. Execute in collaboration with client -facing, Digital and Platform teams 3. Enable advisor-led planning to include:… more
- City National Bank (Richmond, VA)
- …all Bank products and services in order to establish a total client banking relationship. Discusses financing opportunities and general business conditions; ... and/or geographic areas. Presents a variety of product solutions to client needs. Provides responsive, quality service. Approves transactions within delegated… more