- Truist (Lumberton, NC)
- …to Clients accurately, professionally, and in a positive manner. 4. Manage client communications and provide accurate account detail and information with ... while adhering to all collection policies, procedures, and guidelines. Provide exceptional client service to all Clients by being transparent, positive, and treating… more
- Truist (Charlotte, NC)
- …and procedures. Work independently with moderate support and supervision from Senior Specialist and the Account Analysis leadership team. **Essential Duties and ... processing and validation of service requests in order to produce accurate Account Analysis statements and effectively bill clients for treasury services. Research… more
- Wells Fargo (Charlotte, NC)
- …goals. + Develop expertise in the following operational processes including client account onboarding, cash payments, customer service, funding operations, ... this role:** Wells Fargo is seeking a Securities Operations Specialist in the Trust Services team within Wealth &...Wealth & Investment Management within our Security Control & Account Transfers (SCAT) team. The SCAT team is responsible… more
- Truist (Charlotte, NC)
- …general maintenance, etc. 6. Assist bankers with portfolio management ensuring accurate client assignment and account data. Monitor reporting and escalate as ... Credit staff, and Sales Leaders managing and supporting Commercial Real Estate client portfolios. ESSENTIAL DUTIES AND RESPONSIBILITIES Following is a summary of the… more
- First Horizon Bank (Winston Salem, NC)
- …such as disbursement of funds and extension of new loans. + Answers client inquiries on bank products, services, accounts and policies; opens new accounts; promotes ... cross-selling; researches and corrects account discrepancies. + Prepares loan documents, notices, and periodic...bank services + Authorize payment and fees of commercial client overdrafts + Approve and processes business client… more
- Bank OZK (Asheboro, NC)
- …relationships with customers by engaging in meaningful conversations regarding their financial needs and goals, identifying referral opportunities, and processing ... financial transactions. Promote a positive, helpful, and friendly team...regarding customer conversations and interactions. + Facilitate and process account transactions accurately and efficiently to minimize errors and… more
- Bank of America (Charlotte, NC)
- …activities supporting the assignment, sourcing, gathering, furnishing and movement of financial and client information and data. Key responsibilities include ... complex activities supporting the assignment, sourcing, gathering, furnishing and movement of financial and client information and data according to the… more
- Teradata (Raleigh, NC)
- …world operationalize analytics at-scale on the Vantage platform. The AI Industry Specialist (AIS) is an experienced and expert seller comfortable working across ... sales motions for opportunities within the focus industry working with the account executives and go-to-market teams. They have quota ownership for expansions and… more
- Wells Fargo (Winston Salem, NC)
- …**About this role:** Wells Fargo is seeking a Senior Trust Officer (Senior Fiduciary Specialist ) on the Personal Trust Market Service Team in Trust Client & ... within a team-based environment, including analyzing trust and estate documents, implementing client estate plans, and ensuring client accounts are managed in… more
- Deloitte (Charlotte, NC)
- Enterprise Network Architect ( Specialist Master) AI & Engineering Join our AI & Engineering (AI&E) team in transforming technology platforms, driving innovation, and ... are critical to businesses. Your contributions can help clients improve financial performance, accelerate new digital ventures, and fuel growth through innovation.… more