- Truist (Charlotte, NC)
- …business development assistance, and providing a consistent and effective level of client servicing when the Financial Advisor is unavailable. ESSENTIAL DUTIES AND ... clients including preparing financial plans, conducting investment research and completing client trades and transactions. 2. Receive and place orders as directed… more
- Unum Group (Charlotte, NC)
- …helping you thrive. Here, we work to provide the employee benefits and service solutions that enable employees at our client companies to thrive throughout ... premium persistency targets. **Principal Duties and Responsibilities** Implementation and Ongoing Client Service + Accountable for leadership of right resources… more
- Truist (Charlotte, NC)
- …products and solutions, managing capacity needs, meeting, or exceeding established service levels, and driving client satisfaction. 10. Demonstrated ability ... Wholesale Payments solutions to clients. This role is critical in improving client relationships and supporting profitable growth. The Team Leader II role supports… more
- Truist (Whiteville, NC)
- …to facilitate the appropriate resolution of complaints. 6. Deliver care through exceptional client service and create a differentiating client experience ... peers across all lines of business. Serve as a mentor and client service advocate. **Qualifications** **Required Qualifications:** The requirements listed below… more
- Truist (Charlotte, NC)
- …and clearly communicating within the team. Service Support 4. Provide superior client service to Commercial Real Estate clients taking ownership of client ... **Please review the following job description:** Under limited supervision, provide sales, service and loan support to bankers, Commercial Real Estate Credit staff,… more
- Cengage Group (Raleigh, NC)
- …responsible for guiding new corporate clients through post-contract onboarding processes and managing client succes and service delivery from end to end through ... their authentic selves to work. We achieve these priorities through inclusive programs, benefits , and initiatives that are integrated into the fabric of how we work… more
- Truist (Charlotte, NC)
- …resolution. 2. Proficient understanding of product knowledge and continuously developing client service skills. 3. Research account and transaction records ... Location options are Tampa, FL; Charlotte, NC; Orlando, FL; Atlanta, GA. Brokerage Service Representatives are a part of Investment Client Care (ICC) which… more
- UMB Bank (Raleigh, NC)
- …testing, and industry standards required + Good written/verbal communication, organization and client service skills required + Ability to provide unparallelled ... **RETIREMENT CLIENT ADVISOR-DALLAS-FT. WORTH METROPLEX** The Retirement Client...generates new business opportunities and manages a customer portfolio defined in the business plan. This involves being the… more
- Truist (Lumberton, NC)
- …while adhering to all collection policies, procedures, and guidelines. Provide exceptional client service to all customers by being transparent, positive, and ... to customers accurately, professionally, and in a positive manner. 4. Manage client communications and provide accurate account detail and information with a high… more
- Truist (Lumberton, NC)
- …while adhering to all collection policies, procedures, and guidelines. Provide exceptional client service to all Clients by being transparent, positive, and ... flexible schedule, including overtime as needed. **Preferred Qualifications:** 1. Previous Client service , collections, or sales experience 2. Bilingual… more