- Huntington National Bank (Charlotte, NC)
- Description Summary: HFA Service Specialists provides client relationship building partnerships with Advisor(s) and is responsible for the day-to-day activities ... problems with accounts. + Works directly with the client and/or relationship manager to obtain financial...an effective rapport with clients and Huntington personnel, including branch colleagues. + Services customers by providing detailed… more
- Truist (Apex, NC)
- …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 (Charlotte, NC)
- …to maintain or exit the relationship as warranted. + Communicate with Relationship Managers, branch associates and others as needed to gather additional ... client information. Act as a point of contact for...banking, financial industry or related experience; preferably in a branch , audit, compliance or commercial lending related capacity +… more
- Truist (Charlotte, NC)
- …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