- Truist (College Park, MD)
- …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 (Eldersburg, MD)
- …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
- Anywhere Real Estate (Baltimore, MD)
- …community + Grow business from affiliated business clients through prospect and client planning, client outreach, sales meeting, utilization of company tools ... 3 years of sales experience (preferable from a call center environment) + Personal Lines Insurance license or the Property and Casualty Insurance Licenses (or… more
- Navy Federal Credit Union (Waldorf, MD)
- …mixture(s) of insurance/investment products and services to achieve the financial client 's goals as a registered representative /advisor/agent of Navy Federal ... messaging apps or unverified websites. We will never ask candidates for payment, bank details or personal financial information during the hiring process. … more
- Truist (Bethesda, MD)
- …and update sales activity, pipeline and other pertinent information using the bank 's client relationship management (CRM) system. e. Proactively call within ... description:** The Wealth Private Advisors primary responsibility is to deepen client relationships around banking, credit, and insurance with Wealth segment… more
- Truist (Laurel, MD)
- …and investments. 5. Effectively work with various leaders within the Community Bank and Internal Relationship Management (IRM) partners who are designated to support ... client service and business development efforts (eg banking, mortgage,...procedures. QUALIFICATIONS Required Qualifications: The requirements listed below are representative of the knowledge, skill and/or ability required. Reasonable… more
- SolomonEdwards (Annapolis, MD)
- …committed, and collaborative individuals who can help us deliver exceptional client service. For more information, visit SolomonEdwards **Position Summary:** We are ... and payroll changes. . Reconcile payroll accounts with the general ledger and bank activity. . Respond to employee payroll inquiries and resolve discrepancies. .… more
- Truist (Annapolis, MD)
- …both strong team performance as well as strong individual performance through personal productivity, in the areas of Truist strategy including but not limited ... partnership. 3. Drive branch revenue through Small Business development and new client strategies. Drive the growth of Small Business expertise through branch… more