- First Horizon Bank (Asheville, NC)
- …loan options, opening deposit accounts, and taking loan applications. + Client -Centric Financial Advice: Through a consultative approach, provide personalized ... customer wait time to a minimum (performs processing of financial transactions as needed). + Deliver excellent client... financial transactions as needed). + Deliver excellent client experiences consistently and promptly resolve client … more
- City National Bank (Raleigh, NC)
- …dues based on information provided by the Relationship Manager. * Performs quarterly financial reviews of client 's financial condition including monitoring ... loan management process by providing credit and loan underwriting expertise. Is client facing and manages all aspects of credit relationships for clients. Provides… more
- Insight Global (Charlotte, NC)
- …Global is seeking an Operations Analyst to assist one of our major financial services client 's team with the day-to-day settlements & clearing operations. ... Global's Workforce Privacy Policy: https://insightglobal.com/workforce-privacy-policy/. Skills and Requirements - Financial education (bachelor's degree or higher) - Self-starter mindset,… more
- Deloitte (Charlotte, NC)
- …with audit team members to learn to apply the following concepts: + Auditing client financial statements, transactions, and internal controls over financial ... will allow you to gain exposure to providing 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
- Kestra Financial (Raleigh, NC)
- …excellent customer service, attention to detail, and time management skills * Supports Financial Advisor/Senior Client Service Associate of a large book of ... business including handling all administrative functions for Financial Advisors and the firm * Regular ... Financial Advisors and the firm * Regular client interaction including appointment scheduling and correspondence; answer all… more
- Huntington National Bank (Charlotte, NC)
- …and sales analysis for the Treasury Management Advisors, Key Responsibilities + Research client financial structures and cash flow needs to recommend tailored ... at Huntington Bank, you'll play a vital role in fostering client relationships, delivering innovative treasury solutions, and supporting portfolio growth. You'll… more
- Truist (Mint Hill, NC)
- …and on the phone through the development and expansion of new and existing client relationships. Provides financial solutions that meet client needs based ... consultative conversations and acting upon or referring more complex client needs or financial goals to other internal specialists. 4. Participates fully in… more
- Siemens (Raleigh, NC)
- …delivery) and are responsible for profit and loss of these agreements. As a Client Service Manager, ensuring the financial performance of our service agreements ... creating perfect places that improve people's lives. Transform the everyday with us!Our Client Service Managers manage a portfolio of service agreements (through… more
- American Express Global Business Travel (Raleigh, NC)
- …communication with client to ensure understanding of expectations and client satisfaction. ** Financial Management** + Strategize with operations leadership ... teams' sourcing and planning tasks for assigned programs, provides client and team support, conducts team trainings, and manages...to analyze, forecast, implement, and run financial and operational measures to track results and ensure… more
- PNC (Laurinburg, NC)
- …enabled interactions, providing solutions and advice oriented consultation that improves client financial well-being. Leads effective problem resolution, making ... consultative interactions with clients, and solutions that help them achieve financial well being. Creates a differentiated customer experience, making banking easy… more