- Bank of America (Greensboro, NC)
- …handling + Explores methods to enhance processes, further reduce risks, and boost client experience + Creates reports and liaises with internal partners to ... Business Job Description:** Anti Money Laundering (AML) Know Your Customer/ Client Due Diligence (KYC/CDD) is part of the Global...regulatory reporting + Escalates potential risks and exposures to manager in a timely manner + Assists with ad-hoc… more
- Bank of America (Charlotte, NC)
- …client -facing teammates to consult on sales opportunities, and providing the product expertise to deliver effective client solutions. Job expectations include ... providing on-going monitoring of client portfolios, ensuring accurate and timely analysis of financial...teammates to consult on sales opportunities and provide the product expertise and consultation necessary to deliver the best… more
- Bank of America (Charlotte, NC)
- …+ Has effective customer service skills with ability to manage the full client end-to-end origination experience and problem resolution at key points in ... analyzing the clients financial goals, determining the most optimal lending product solution, submitting the mortgage application, assisting clients with gathering… more
- Fiserv (Raleigh, NC)
- …of sales experience in the financial services industry. + 5+ years of experience building and maintaining client relationships. + 5+ years of experience ... in driving process improvements and identifying cost-saving initiatives. + 5+ years of experience working with matrixed teams to deliver client projects. +… more
- Grifols Shared Services North America, Inc (Research Triangle Park, NC)
- …+ Experience within the healthcare or pharmaceutical sector. + Proven experience as a product owner/ manager for enterprise-level commercial applications. ... Leadership & Strategy:** + Act as the global product manager for all sales, marketing, and...required. Supervisory or management experience preferred. + Experience should be sales, marketing, client management,… more
- First Horizon Bank (Gastonia, NC)
- …culture by coaching associates on sales, referrals, products and services as needed. ** Client experience ** * Responsible for supporting the teller line to keep ... promote sales, product knowledge and customer service. Assist Banking Center Manager with training personnel. * Assist banking center management with "on the job… more
- City National Bank (Charlotte, NC)
- …and analytics used to support the decision are accurate and calculated correctly. * Attends client meetings at Relationship Manager , Team Manager , or Credit ... Manager 's request to facilitate delivery of credit product and/or assist in problem resolution. Contacts borrowers directly, for additional information and… more
- Bank of America (Kernersville, NC)
- …/ GED / Secondary School or equivalent Skills: * Advisory * Account Management * Client Experience Branding * Customer and Client Focus * Oral Communications ... and feedback to referral partners based on knowledge of client needs and potential product services recommended...within 60 days. * Has at least one year experience in the investments industry, including investment training and… more
- SitusAMC (Raleigh, NC)
- SitusAMC is where the best and most passionate people come to transform our client 's businesses and their own careers. Whether you're a real estate veteran, a ... for everyone, we proudly serve. At SitusAMC, we are looking to match your unique experience with one of our amazing careers, so that we can help you realize your… more
- Bank of America (Holly Springs, NC)
- …(CRPC). * Obtained your insurance licenses. **Skills:** * Advisory * Account Management * Client Experience Branding * Customer and Client Focus * Oral ... and feedback to referral partners based on knowledge of client needs and potential product services recommended...within 60 days. * Has at least one year experience in the investments industry, including investment training and… more