- First Horizon Bank (Roswell, GA)
- … client /prospect calling activities during special deposit/loan campaigns. + Assist client with loan application for personal /retail consumer needs and ... and opening accounts in a retail banking environment. Introduce bank products and services through outreach to prospects and...both teller and platform support as needed to keep client wait times to a minimum and to provide… more
- Truist (Roswell, GA)
- …Serve as primary relationship manager for a portfolio of financially complex client relationships within the defined mass affluent market segment within the Truist ... job entry], serves to establish new managed portfolio of financially complex client relationships within the defined mass affluent market segment within the Truist… more
- Truist (Athens, GA)
- …prevention 3. Experience with sourcing and prospecting for new clients and client relationship building 4. General understanding of bank operations, policies ... the following job description:** Provide timely and efficient completion of client transactions while maintaining accurate records and thorough proper handling of… more
- Truist (Atlanta, GA)
- …the CCB Industry & Advisory teams as appropriate to create the optimal client experience. Refer business and personal financial needs of assigned clients ... maintain and update sales activity, pipeline, and other pertinent information using the Bank 's client relationship management (CRM) system. Execute on all risk,… more
- Truist (Atlanta, GA)
- …Leverage Industry and Advisory teammates as appropriate to create the optimal client experience. **ESSENTIAL DUTIES AND RESPONSIBILITIES** Following is a summary of ... & Advisory team, and the Leadership Institute to consistently deliver a differentiated client experience in all client , prospect and center of influence (COI)… more
- City National Bank (Atlanta, GA)
- …guidelines are maintained. Presents a variety of product solutions to client needs. Provides responsive quality service. Approves transactions within delegated ... active calling efforts and referrals from existing customers and line colleagues from Personal & Business Banking and other divisions, and by providing the CNB… more
- Mass Markets (Savannah, GA)
- POSITION OVERVIEW FINANCIAL SERVICES REPRESENTATIVE (FULL-TIME) We are hiring customer service representative to support inbound and outbound customer service ... communities. In this role you will work directly with bank customers providing product and account information, resolving customer...effective call handling + Follow the processes of the Client program and perform all tasks in a courteous… more
- First Horizon Bank (Atlanta, GA)
- …professional manner. Monitor and train the teller staff in supporting all bank marketing efforts and cross-sell products. Responsible for ensuring compliance of all ... the dual control vault responsibilities. + Use good judgment and follow bank policies when overriding transactions for tellers with withdrawals/less cash authority.… more
- First Horizon Bank (Atlanta, GA)
- …products and services. The ideal candidate will drive product strategy, enhance client experience, and accelerate product adoption while working within a dynamic ... will be responsible for: + Aligning solutions to meet client needs + Assessing Marketplace competitiveness + Pricing and...execution against critical deliverables, coupled with a sense of personal ownership for key projects / issue resolution +… more
- Truist (Atlanta, GA)
- …our risk management culture. This includes preserving the confidential nature of our client 's personal financial data and acquisition and sharing this data ... of competency and work quality by delivering comprehensive, accurate and complete client deliverables consistent with UHNW level complexity and quality. May be asked… more