- Truist (Atlanta, GA)
- …all operational competencies and processes including banking, credit, investments, trust , new client on-boarding/welcome program, client servicing and advisor ... support a superior client experience. + Continually render responsive and professional personal service to Wealth clients + Can attend client events/meetings, as… more
- Truist (Atlanta, GA)
- …client service and business development efforts (eg credit, mortgage, planning, investment, trust and fiduciary services, and insurance services) in a manner ... comprehensive wealth management advice and solutions. Utilize objective and sound personal financial planning and financial advisory concepts to provide an… more