- City National Bank (Charlotte, NC)
- …LENDING MORTGAGE BANKER* WHAT IS THE OPPORTUNITY? This position is responsible for sales of first mortgage and concurrent second loan products to existing and ... diverse segment clients. Community Loan Officer duties include outside sales activities to cultivate new business and expand CNB's...standing under "The Secure and Fair Enforcement for Mortgage Licensing Act of 2008" (Safe Act) and must be… more
- TD Bank (Hendersonville, NC)
- …Assistant Store Manager is an experienced leader who manages the day-to-day service, sales , and operational objectives in a Store location. The role is focused on ... grow and deepen customer relationships by delivering TD's model of convenience, sales and advice, and differentiating with a personalized, connected experience. This… more
- Wells Fargo (Charlotte, NC)
- …a Retirement Development Consultant (Business Growth Strategy Consultant) in the National Sales Client Relationship Group as part of Wealth and Investment Management ... + Consult on advanced retirement cases to achieve stated sales goals. Specifically, the consultant will be handling calls...63 or Series 66 + North Carolina State Insurance License + Retirement Income Certified Professional (RICP) or Certified… more
- Wells Fargo (Charlotte, NC)
- …Annuity and Retirement Consultant (Business Growth Strategy Associate) in the National Sales Client Relationship Group as part of Wealth and Investment Management ... Security and Retirement Income Strategy + North Carolina State Insurance license (s) + Retirement Income Certified Professional (RICP) and Certified Retirement… more
- Lowe's (Burlington, NC)
- …mentoring and developing associates. * Experience working cross-functionally. * Experience Using Microsoft Office Suite. * Ability to obtain sales related ... to provide a superior customer shopping experience and maximize sales and profitability. To be successful, the Back End...If the state or local municipality requires a salesperson license for this position, you must either be licensed… more
- TD Bank (Asheville, NC)
- …in Customer assessments, proactively identifies Customer solutions and lead-focused outbound sales activities + Evaluates issues, errors and problems based on ... intake + Must maintain an active registration status with NMLS (Nationwide Mortgage Licensing System and Registry) **Education & Experience:** + HS Diploma or GED… more
- TD Bank (Raleigh, NC)
- …judgment in decision making and effective problem solving + Proficient in Microsoft Office + Notary License (Preferred) **Customer Accountabilities:** + Delivers ... customer assessments, proactively identifies Customer solutions and lead-focused outbound sales activities + Independently resolves customer issues, errors and… more
- Wells Fargo (Charlotte, NC)
- …skills + Knowledge and understanding of contact management systems, such as Sales Force + FINRA registration including Series 7 (or FINRA recognized equivalents) ... Financial Planner (CFP) or Chartered Alternative Investment Analyst (CAIA) + Microsoft Office (Word, Excel, and Outlook) skills **Job Expectations:** + Obtaining… more
- City National Bank (Charlotte, NC)
- …their financial needs. Conduct client/prospect needs analysis and develop proposed solutions/ sales presentations to meet their needs. Maintain current knowledge of ... standing under "The Secure and Fair Enforcement for Mortgage Licensing Act of 2008" (Safe Act) and must be...and other key referral sources. * Uses proactive, consultative sales skills and strategies to identify client needs, quantify… more
- Wells Fargo (Greenville, NC)
- …. **In this role you will:** + Assist Financial Advisor(s) with sales , service and operational related activities such as providing service to clients ... in financial services + Experience interacting directly with customers + Intermediate Microsoft Office (Word, Excel, Outlook, and PowerPoint) skills + Client service… more
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