- Truist (Durham, NC)
- …of the essential functions for this job. Other duties may be performed, both major and minor, which are not mentioned below. Specific activities may change from time ... proficiency with routine client maintenance requests, problem resolution and advanced sales functions regarding deposit, credit, convenience and other product and… more
- Truist (Charlotte, NC)
- …of the essential functions for this job. Other duties may be performed, both major and minor, which are not mentioned below. Specific activities may change from time ... analysis. Proactively work with the financial advisor on assigned investment accounts for adherence to investment and asset allocation objectives and policies.… more
- Truist (Gastonia, NC)
- …service, identifying and understanding the client's financial needs. Cross-trained to support sales and service activities as needed. Following is a summary of the ... for this job. Other duties may be performed, both major and minor, which are not mentioned below. Specific...current guidelines. 7. Serves as point of contact for account maintenance, problem resolution, identifying solutions and services and… more
- Truist (Wilmington, NC)
- …of the essential functions for this job. Other duties may be performed, both major and minor, which are not mentioned below. Specific activities may change from time ... to book management data (ie pipelined reports and referrals) 3. Support the sales and retention efforts by scheduling appointments, making follow up telephone calls,… more
- Truist (Charlotte, NC)
- …of the essential functions for this job. Other duties may be performed, both major and minor, which are not mentioned below. Specific activities may change from time ... improve the consumer Deposits operating model, product set, marketing approach, sales process, and client service model. Focuses on optimizing products/services,… more
- Truist (Charlotte, NC)
- …working directly with the client and or a client's representative supporting key implementations activities. **Essential Duties and Responsibilities** Following ... for this job. Other duties may be performed, both major and minor, which are not mentioned below. Specific...procedures. 8. Maintains strong and open partnerships with LOB, Sales , and other stakeholders to provide mutual feedback on… more
- Truist (Charlotte, NC)
- …of the essential functions for this job. Other duties may be performed, both major and minor, which are not mentioned below. Specific activities may change from time ... 11. Support the creation and distribution of teammate training programs, communications, sales efforts and interface with internal and external marketing, branch and… more
- Truist (Charlotte, NC)
- …matter expert to facilitate evaluation of tax-exempt lending opportunities, including sales process, closing and ongoing issues related to the tax-exempt status. ... for this job. Other duties may be performed, both major and minor, which are not mentioned below. Specific...for bankers in the field with tax-exempt transactions, including sales process, closing and ongoing issues related to the… more
- Truist (Charlotte, NC)
- …of the essential functions for this job. Other duties may be performed, both major and minor, which are not mentioned below. Specific activities may change from time ... efficiency QUALIFICATIONS Required Qualifications: The requirements listed below are representative of the knowledge, skill and/or ability required. Reasonable… more
- Truist (Greensboro, NC)
- …of the essential functions for this job. Other duties may be performed, both major and minor, which are not mentioned below. Specific activities may change from time ... align with client needs. 2. Supports the Virtual Solutions Delivery Team sales process by conducting consultative conversations and acting upon or referring more… more