- First Horizon Bank (Asheboro, NC)
- …Promote a positive work culture by increasing and supporting associate engagement. ** Sales and business development** . Implement and coach advice driven sales ... Enhance individual knowledge to better serve clients by attending relevant sales , service, and product knowledge meetings, training classes, and web-based learning.… more
- Truist (Greensboro, NC)
- …States of America) **Please review the following job description:** Responsible for the sales and marketing of Truist Mortgage Loan products in an inbound and ... and strategies through internal Truist referrals, inbound client inquiries, outbound mortgage phone sales , and other sales activities to meet or exceed agreed… more
- First Horizon Bank (Mocksville, NC)
- …within the banking center. You'll process transactions, handle accounts, and seek sales opportunities. You will be trained to educate clients on our products, ... and experience + Experience with a 10-key calculator and Microsoft Outlook, Word, and Excel + As part of...check. This position requires compliance with the SAFE Mortgage Licensing Act of 2008 and all related regulations. Ongoing… more
- First Horizon Bank (Charlotte, NC)
- …to existing clients to deepen relationships. Perform related duties ie outbound sales calls as required to achieve banking center goals (meet/exceed sales ... and provide support to banking center management. **ESSENTIAL DUTIES AND RESPONSIBILITIES** Sales and service + Provide both teller and platform support as needed… more
- Truist (Mooresville, NC)
- …and marketing new products to existing clients. Successfully participate in the sales management process, which includes, but is not limited to, the delivery ... the Truist segmentation models, full use of the automated sales process and support of referral processes and guidelines....days of job entry date. Must be SAFE Mortgage Licensing Act compliant with 30 days of employment in… more
- Truist (Asheville, NC)
- …66, Life, Health, and variable insurance licenses * 10 or more years of sales and client management experience in Wealth Management and a demonstrated ability to ... multi-generational banking needs * Successful track record using interpersonal, sales , presentation and relationship management skills previously demonstrated in the… more
- Truist (Charlotte, NC)
- …continuing education requirements are met where needed * 8 or more years of sales and client management experience in Wealth Management and a demonstrated ability to ... credit and banking needs * Successful track record using interpersonal, sales , presentation and relationship management skills previously demonstrated in the high… more
- Truist (Greensboro, NC)
- …clients and prospects. 5. Demonstrated proficiency in basic computer applications, such as Microsoft Office 6. Must be SAFE (Mortgage Licensing Act) compliant ... align with client needs. 2. Supports the Virtual Solutions Delivery Team sales process by conducting consultative conversations and acting upon or referring more… more
- Anywhere Real Estate (Charlotte, NC)
- …signing systems) Assist with the application or transferring of the agent's state license Assist with the application or transfer of the agents MLS or Realtor ... assistant information for new agents/teams Act as primary liaison with Licensing to ensure compliance with regulations. Manage the interactive onboarding checklist… more
- Wells Fargo (Charlotte, NC)
- …and servicing; investment banking; equity; and fixed income solutions including sales , trading, and research capabilities to corporate, commercial real estate, ... level of initiative and accountability + Strong Excel skills and intermediate Microsoft Office Word, and PowerPoint skills + Experience in assessing and modifying… more
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