- Raymond James Financial, Inc. (Raleigh, NC)
- …obtained through experience, specialized training or certification to provide all levels of financial services in a team environment to associates or clients of ... the company by combining the traditional roles of the Financial Advisor, Service Associate and Branch Manager....minimum of four (4) years of experience in the financial services industry. * OR ~ *… more
- Vanguard (Charlotte, NC)
- …utilizing service to sales, consultative sales or experience positioning financial services . + Ability to conduct conversations with clients surrounding ... success through a differentiated client -centric offer, a delightful omni-channel client experience, and a focused, digitally enabled service model.… more
- Truist (Charlotte, NC)
- …Proven track record of consultative communication and relationship building skills leading to client service , fulfillment and delight in previous roles + Highly ... act as the point of contact for the Private Client Group Financial Advisors (FAs) within their...leadership ability, 8-10 years of direct sales experience in Financial Services , or 10-15 years of sales… more
- Truist (Charlotte, NC)
- … management education 2. Experience in banking, insurance, financial services , and/or investments across multiple client segments including consumer, small ... and Product Owners, setting direction and priorities for products, services , and experiences targeted for various client ...minimum of fifteen+ years in a combination of professional services and financial services industry… more
- JPMorgan Chase (Charlotte, NC)
- …Management, Sales, Service , Operations and Product Management + Manage client and partner expectations and understanding throughout the implementation ... experience and project management of technical commercialproduct implementations. You will also partner with client and internal stake holders to help provide a… more
- Wells Fargo (Burlington, NC)
- …registration + State Insurance license(s) + 3+ years of experience in a licensed financial services position + Customer service focus with experience ... banking, credit and investment financial solutions and services + Identify client needs and goals...needs and goals for business, mortgage, retirement, and investment services , then partner closely with peers in… more
- Truist (Charlotte, NC)
- …operations, technology, legal, risk, and compliance in an ongoing mission to optimize products/ services , client experience, and financial return in a ... or equivalent education and related training 2. 15+ years of experience within Banking or Financial Services 3. 7+ years of experience in a staff role such as… more
- Wells Fargo (Charlotte, NC)
- …transactions and loans. The team also manages the risk, regulatory compliance, and client service associated with these transactions. The businesses that make up ... and on-the-job training. + Engage in experiential learning on fundamentals of financial services . + Contribute to process improvement, process enhancement,… more
- Bank of America (Charlotte, NC)
- …has a desire to interact with clients proactively. + Has an ability to assess client needs and suggest/promote alternative products or services + Has ability to ... are guided by a common purpose to help make financial lives better through the power of every connection....service skills with ability to manage the full client end-to-end origination experience and problem resolution at key… more
- The Cigna Group (Charlotte, NC)
- …alignment, build trust, and ensure clients receive tailored, strategic solutions. + Client Experience: Oversee client service requests, ensuring seamless ... renewal rate increases in addition to new products and services to expand the relationship. You will be the...right team for problem-solving. + Channel Management: Manage key partner relationships to ensure client budgets align… more