- 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
- Patterson Companies, Inc. (Atlanta, GA)
- …queries, answers question and solves problems in a timely fashion. Holds client relationship meetings to monitor satisfaction levels with Patterson's service ... in one of these regions. **Job Summary** The National Equipment Sales Specialist is responsible for ensuring the highest level of customer satisfaction related… more
- Truist (Atlanta, GA)
- …well as working capital concepts 4. Participates in the development of detailed relationship plans for clients/prospects within assigned client group to identify ... of Treasury Solutions (TS) products and services to assigned client group (ie, Corporate and Investment Bank, Commercial Real...work experience 2. 2 years of sales support (analyst, specialist ) or servicing of financial or treasury products and/or… more
- Truist (Kennesaw, 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
- 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