- Raymond James Financial, Inc. (Atlanta, GA)
- …simple sales support tasks and provide help to others. Help manage internal client relationships by carrying out simple procedural tasks. Support others by carrying ... senior colleague. Provide an efficient counter service by carrying out standard branch operations tasks and informing customers about simple products. Skills: Uses… more
- Charles Schwab (Sandy Springs, GA)
- …us "challenge the status quo" and transform the finance industry together._ As a Client Relationship Specialist (CRS), you have the opportunity to bring ... success of this local Schwab branch , under the guidance of your Client Relationship Manager and Branch Manager, both of whom you will assist to… more
- City National Bank (Atlanta, GA)
- …to provided customers and prospects the solutions recommended. May occasionally assist branch managers and relationship managers within their assigned area on ... and attracting new colleagues and customers. * Prepares a Relationship Plan and calling schedule for each client...minimize loss exposure. * May serve as a product specialist acting as a technical consultant to clients and… more
- PNC (Atlanta, GA)
- …to be successful in this position. **Preferred Skills** Book Of Business, Client Relationship Building, Credit, Credit Products, Customer Engagement, Decision ... to contribute to the company's success. As a(n) Associate Equipment Finance Specialist within PNC's Commercial Banking Equipment Finance organization, you will be… more
- Truist (Atlanta, GA)
- …by fulfilling the need or referring the client to the appropriate branch team members or specialist . 4. Understand the importance of Integrated ... or cash handling or client service experience 3. Six months of client relationship building or sales experience 4. Excellent interpersonal and communication… more
- Truist (Atlanta, GA)
- …reportable BSA/AML activity and determining feasibility of the continuation of the client relationship . Recommend solutions to management to strengthen the ... Work with line of business (LOB) contacts and subsidiaries to better understand total client relationships as it may be related to identifying potentially… more
- Regions Bank (Peachtree City, GA)
- …The ideal candidate is customer-focused and partnership centric with previous branch based Financial Advisor experience. **Primary Responsibilities** + Provides a ... and local market/community involvement + Builds and maintains a strong client network and pipeline + Provides and demonstrates expert-level portfolio planning… more