- PNC (Garner, 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
- Bank of America (Charlotte, NC)
- …large corporate/private equity to core middle market.Requires direct contact with the client , financial sponsors and/or financial intermediaries.This will ... are guided by a common purpose to help make financial lives better through the power of every connection....both internal and external clients. + Easily navigates multiple client and support organizations; able to engage and gather… more
- WTW (Charlotte, NC)
- …Health and Benefits Financial /Actuarial Director, you will serve as the financial lead for large, complex client assignments. You'll leverage your experience ... H&B intellectual capital. + Communicates and delivers complex concepts and financial /actuarial/analytic results to effectively drive client action and improve… more
- Rock Family of Companies (NC)
- …or refinance process and how to better manage their mortgage + Evaluate client financial status and documents including their credit, employment, income, assets ... obtain real estate financing that meets their personal and financial goals + Represent the Rocket brand in various...loan process from application to closing including resolving any client concerns + Provide every referral source and … more
- Bank of America (Charlotte, NC)
- …monitoring of client portfolios, ensuring accurate and timely analysis of financial statements, assignment of risk ratings, and required client reviews. ... + Manages the credit process for a portfolio of clients including reviewing financial statements, assessing the client 's compliance with financial covenants,… more
- PNC (Fayetteville, NC)
- …within an omni channel environment. Provides solutions and advice to improve client financial well-being. Leads effective problem resolution. + Fosters a ... be successful in this position. **Preferred Skills** Accountability, Banking, Client Counseling, Customer Experience (CX), Customer Loyalty, Decision Making, People… more
- Truist (Charlotte, NC)
- …Deposit Product Managers and/or Deposit Product Analysts. 3. Determine and deliver financial targets for sales production, balance growth, client acquisition, ... technology, legal, risk, and compliance in an ongoing mission to optimize products/services, client experience, and financial return in a consistent manner with… more
- Acosta Group (Charlotte, NC)
- …The Business Manager Assistant will be responsible for customer forms creation, client financial tools, trade spend reconciliation, order and claims alerts, ... generation via customer portals, Acosta Sprint, Acosta Relay and Excel. + Client Financial Tools - Creating customer events and maintenance as required. + Trade… more
- Kestra Financial (Raleigh, NC)
- Who We are: Cunningham Financial , a growing financial planning firm, is seeking a Client Service Associate to assist us in our mission of helping clients ... their needs. Client Service Associate Summary The Client Service Associate reports to the Financial ...The Client Service Associate reports to the Financial Advisors and is critical to appropriately leveraging Advisors'… more
- ARAMARK (Shelby, NC)
- …and waste removal functions within a healthcare facility to meet operating and financial goals, client objectives and customer needs Leadership Overall ownership ... Develop programs (facilities, custodial, energy, grounds or maintenance) to meet client and customer demands and specifications Financial Performance Build… more