- Bank of America (Charlotte, NC)
- …Acknowledge (https://ghr.wd1.myworkdayjobs.com/Lateral-US/job/Fort-Worth/Consumer-Investments Financial-Services- Representative \_25048238) **Job Description:** ... of call servicing and resolution on brokerage accounts, identifying client needs, and a focus on service ...financial conversations, and referring clients to specialists across the bank . Jobs expectations include ensuring client needs… more
- First Horizon Bank (Charlotte, NC)
- …including adding/removing signers and updating client records + Respond to client inquiries regarding bank products, services, account details, and policies, ... site at location listed in job posting. **Summary:** The Client Specialist role supports the line of business by...role supports the line of business by providing exceptional service and operational support to associates and clients. This… more
- First Horizon Bank (Raleigh, NC)
- …Knoxville, TN; Raleigh, NC; Winston Salem, NC **Summary** The Wealth Management Client Specialist will be actively involved in supporting advisor(s) through a full ... service platform. Assists in achievement of sales revenue by...building, referral source management, technical, and interpersonal skills. The Client Specialist helps gauge and enhance client … 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
- City National Bank (Charlotte, NC)
- …segment and/or geographic areas. Presents a variety of product solutions to client needs. Provides responsive, quality service . Approves transactions within ... and referrals from existing customers, providing the CNB exemplary level of service , identifying and promoting solutions to customer needs, and maintaining an active… more
- First Horizon Bank (Raleigh, NC)
- …staff. . Assist in conducting meetings to promote sales, product knowledge and client service Perform all other job related duties as assigned **QUALIFICATIONS** ... center cash is managed, balanced, and secured within the established limits following bank policy. . Process client transactions accurately and efficiently and… more
- City National Bank (Charlotte, NC)
- …duties include outside sales activities to cultivate new business and expand CNB's client relationships through the sale of mortgage loan products and services, uses ... and business development activities, meets directly with clients in to assess client needs and present multiple mortgage product solutions, and ethically market and… more
- First Horizon Bank (Winston Salem, NC)
- …the bank 's products and services. This role emphasizes deepening client relationships through excellent service , personalized advice, and proactive sales ... within the Bank . + Growth Focus: Actively identify and fulfill client deposit and borrowing needs, guiding clients through deposit and loan options, opening… more
- First Horizon Bank (Asheboro, NC)
- …the bank 's products and services. This role emphasizes deepening client relationships through excellent service , personalized advice, and proactive sales ... within the Bank . * Growth Focus: Actively identify and fulfill client deposit and borrowing needs, guiding clients through deposit and loan options, opening… more
- Bank of America (Charlotte, NC)
- …what clients are reaching out to servicing teams about, helping servicing teams anticipate client needs and improve service quality **Who we're looking for:** As ... 18 years of age.** Acknowledge (https://ghr.wd1.myworkdayjobs.com/Lateral-US/job/New-York/Data-Scientist-I\_25030183) **Job Description:** At Bank of America, we are guided by a common… more