- Bank of America (Charlotte, NC)
- …in the origination and underwriting of transactions. **Responsibilities:** + Analyzes client 's financial performance by comparing it to past performance, ... projections, and industry standards + Reviews financial statements, assesses the client 's compliance with financial covenants, and renews risk ratings, while… more
- Truist (Charlotte, NC)
- …mentioned below. Specific activities may change from time to time. Develops overall client strategy to introduce all appropriate financial solutions and Truist ... insurance, etc., using a team approach to deliver solutions to client 's financial needs and enhance existing relationships. Acquires new clients through targeted… more
- Truist (Raleigh, NC)
- …trust, mortgage, insurance, etc., using a team approach to deliver solutions to client 's financial needs and to enhance existing relationships. + Thrives in ... and ultra-high net worth wealth clients. Responsible for developing and deepening client relationships through needs-based, high-level client service and through… more
- Truist (Kannapolis, NC)
- …all monies assigned. Deliver superior quality service, identifying and understanding the client 's financial needs. Cross-trained to support sales and service ... the following job description:** Provide timely and efficient completion of client transactions while maintaining accurate records and thorough proper handling of… more
- Truist (Gastonia, NC)
- …all monies assigned. Deliver superior quality service, identifying and understanding the client 's financial needs. Cross-trained to support sales and service ... Area Leader and/or Branch Leader Provide timely and efficient completion of client transactions while maintaining accurate records and thorough proper handling of… more
- Wells Fargo (Wilmington, NC)
- …to clients via telephone, direct interaction and/or written correspondence + Facilitate Financial Advisor and client requests for account related information ... client support experience + Administrative support experience in financial services + Experience interacting directly with customers + Intermediate Microsoft… more
- Truist (Greensboro, NC)
- …This is an experienced individual contributor focused on providing a distinctive client experience anchored in care, expertise, and financial solutions delivery ... with prospects and clients virtually (phone, chat/messaging, or video) to assess client needs, review their financial management practices and solutions, conduct… more
- Fiserv (Raleigh, NC)
- …skills to establish rapport. + In-depth knowledge of Fiserv's solutions and client financial metrics to implement selling strategies. **Perks at Work:** ... in a way that moves the world. We connect financial institutions, corporations, merchants and consumers to one another...how Fiserv is better positioned than competitors to meet client needs and objectives. + Develop long-term client… more
- Revel CPA (NC)
- …and other financial adjustments for accounts to maintain accurate and up-to-date client financial records. + Delivering Client Insights and Reporting: ... bookkeepers, ensuring high-quality deliverables and professional growth. + Overseeing Client Financials: Handle month-end reviews, account reconciliations, journal entries,… more
- Deloitte (Charlotte, NC)
- …innovation, delivery, and execution, your responsibilities will include: + Auditing client financial statements, transactions, and internal controls over ... growth? If so, consider an opportunity to provide exceptional client service to a variety of audit and assurance...and a global network to deliver high-quality audits of financial statements and internal controls over financial … more