- Truist (Raleigh, NC)
- …school diploma or equivalent education 2. Two years of teller or cash handling or client service experience 3. Six months of client relationship building or ... and thorough proper handling of all monies assigned. Deliver superior quality service , identifying and understanding the client 's financial needs. Cross-trained… more
- Truist (Gastonia, NC)
- …education 2. Proven and consistent proficiency in teller or cash handling or client service skills 3. Good interpersonal and communication skills, including a ... instructions and work under established guidelines 6. Demonstrated ability to deliver excellent client service and provide team support 7. Availability to work… more
- Truist (Wilmington, NC)
- …and delegate client and advisor operational requests to a centralized service team as appropriate. ESSENTIAL DUTIES AND RESPONSIBILITIES Following is a summary ... and advisor operational requests related to transfers, withdrawals, and account opening/maintenance to the centralized service team....service team. 6. Work closely with the centralized service team to ensure client and advisor… more
- CBRE (Raleigh, NC)
- …Development Senior Director, Enterprise Occupier Solutions Job ID 208590 Posted 28-Feb-2025 Service line GWS Segment Role type Full-time Areas of Interest Sales & ... Tysons - Virginia - United States of America **The client -facing title for this role is Senior Managing Director,...candidate will have a strong understanding of each GWS service offering, platform, and value proposition, broader CBRE … more
- CBRE (Raleigh, NC)
- Business Development Principal, Enterprise Occupier Solutions Job ID 207222 Posted 19-Feb-2025 Service line GWS Segment Role type Full-time Areas of Interest Sales & ... and Facilities Management outsourcing pursuits, and will lead interactions in a client -facing role in large, regional and global pursuits, renewals and expansions.… more
- Truist (Charlotte, NC)
- …The preference is to be within the geography of Truist. The New Account Onboarding Analyst reports to the Fiduciary Executive - Onboarding Center of Excellence ... Team Leader and is responsible for direct oversight into all facets of new account setup, including coding on SEI/Trust 3000 platform, setup of statements and fees.… more
- First Horizon Bank (Statesville, NC)
- …associate. ** Client experience** + Research and resolve problems and respond to client inquiries on account status. + Deliver excellent client ... 8:30AM to 5:05PM Provide quality, accurate and timely customer service involving daily processing of financial transactions and opening...both teller and platform support as needed to keep client wait times to a minimum and to provide… more
- First Horizon Bank (Yadkinville, NC)
- …associate. Client experience + Research and resolve problems and respond to client inquiries on account status. + Deliver excellent client experiences ... job posting. **SUMMARY** Provide quality, accurate and timely customer service involving daily processing of financial transactions and opening...both teller and platform support as needed to keep client wait times to a minimum and to provide… more
- Bank of America (Charlotte, NC)
- …job is responsible for providing phone-based services to relationship jobs where the representative is expected to take several inbound service calls daily to ... functionality and a wide variety of products. This role is responsible for phone-based service to relationship role where the representative is expected to take… more
- The Raymond Corporation (Charlotte, NC)
- …effective resource allocation to achieve desired outcomes while maintaining profitability. · Client Relations and Account Management o Cultivate strong client ... and technologies including… · Consulting · Material Handling Equipment, Parts, and Service · Automated Mobile Robots · Vision guided vehicles and automated guided… more