- Mondelez International (NC)
- …CPG retail selling and 2 years of CPG customer responsibility at retail operations or client level HQ required. + Minimum of 2 years calling on Walmart operators at ... ingredients and packaging that consumers can feel good about. We have a rich portfolio of strong brands - both global and local. Including many household names such… more
- Truist (Charlotte, NC)
- …following job description:** Serve as primary relationship manager for a portfolio of financially complex client relationships within the defined mass ... time to time. 1. Serve as the primary relationship manager for a portfolio of mass affluent...and seamless approach to developing, servicing and enhancing the client portfolio . Serve as an advocate for… more
- City National Bank (Raleigh, NC)
- …staff development needs and provides educational/training opportunities. * Assists the Credit Manager in departmental reporting of past dues, portfolio reviews, ... analysis, pricing and adherence to Bank policies. * Attends client meetings at Relationship Manager , Team ...findings with the Relationship Manager and CBS Manager , where necessary. * Performs portfolio reviews… more
- Synchrony (Charlotte, NC)
- …businesses as well as Synchrony eCommerce Solutions within the Co-Brand/Digital credit product portfolio . This role will lead a team of analysts as well as partner ... strategy, customer analytics, value prop measurement, segmentation, forecasting, and portfolio diagnostics. The individual will develop a decision management and… more
- Truist (Charlotte, NC)
- …capabilities to portfolio companies is key. Additional responsibilities on internal client management duties as specified by manager and team. **Essential ... maximizing total product revenue and growth for clients within portfolio and sector and increase quality of revenue based...on return on equity. 9. Additional responsibilities on internal client management duties as specified by manager … more
- Bank of America (Charlotte, NC)
- …relationships. + The TSO will be accountable for revenue growth, profitability, client planning, client calling, portfolio development, pricing strategy, ... + Drives responsible revenue and balance sheet growth, profitability improvement, client calling and planning, portfolio development, pricing strategy, proposal… more
- Bank of America (Charlotte, NC)
- …Sales Officers (TSOs) to manage and grow within an assigned portfolio . Key responsibilities include supporting all activities from sale through implementation ... and coordinating the Client Management process by focusing on client ...Sales Officers (TSOs) managing and growing the Private Bank portfolio . + TSAs provide critical assistance in proposal generation,… more
- CDM Smith (Greenville, NC)
- …complex to highly complex projects and discusses any observations with the project manager . Performs portfolio analysis and reviews findings with portfolio ... such as federal/government regulations. Gathers project progress information from project manager and project team members to update and monitor projects of… more
- Raymond James Financial, Inc. (Winston Salem, NC)
- …capital. + Helps clients identify their investment objectives by effectively communicating portfolio losses when necessary, while preserving client loyalty. + ... policies, mission, strategies, and compliance guidelines. **Skill in** + Operating client relationship manager system and other required software applications… more
- Bank of America (Charlotte, NC)
- …the Multi-Practice Business Development Officer (MP BDO), Relationship Account Officer (RAO), Client Manager (CM), Treasury Solutions Officer (TSO), and other ... is made at the discretion of the Credit Products Manager (CPM). The role also serves as the Credit...best possible and optimally integrated strategic solution for the client or prospect. The role is balanced between analysis/underwriting… more