- First Horizon Bank (Winston Salem, NC)
- …Posting** **Summary:** Key role in supporting the Virtual Business Banking clients and sales team. Serve as primary contact for office and general banking needs ... wealth and trust management, retail brokerage, capital markets, fixed income, and mortgage banking services. First Horizon has been recognized as one of the… more
- TD Bank (Asheville, NC)
- …customer relationships, putting the customer first and referring them to the right Specialist to ensure we are meeting their needs and providing the best advice ... closings + Maintains an active registration status with NMLS (Nationwide Mortgage Licensing System and Registry) **Education & Experience:** + Undergraduate degree… more
- First Horizon Bank (Greensboro, NC)
- …to support client service and business development efforts (eg credit, mortgage , planning, investment, trust and fiduciary services, and insurance services) in ... retention and prospect referrals. This includes effectively executing on the specialist delivery model utilizing both centralized and regionalized partners to… more
- Truist (Raleigh, NC)
- …to support client service and business development efforts (eg credit, mortgage , planning, investment, trust and fiduciary services, and insurance services) in ... retention and prospect referrals. This includes effectively Executing on the specialist delivery model utilizing both centralized and regionalized partners to… more
- Truist (Greensboro, NC)
- …delivery of a broad range of retail solutions including banking, mortgage , planning, investments, and insurance services. Leverage the Truist referral network ... and marketing new products to existing clients. Successfully participate in the sales management process, which includes, but is not limited to, the delivery… more
- Bank of America (Wilmington, NC)
- …them achieve their financial goals. Job expectations include effectively balancing sales performance, operational risk, and client relationship care by leveraging ... Pursuant to the SAFE Act requirements, all employees engaged in residential loan mortgage originations must register with the federal registry system and remain in… more
- Bank of America (Huntersville, NC)
- …Each day, we connect with 67 million clients through a growing specialist workforce and our world-class digital platform. With each relationship and connection, ... goals, join Bank of America and become an investment specialist in one of over 4,000 financial center locations...SAFE Act requirements, all employees engaged in residential loan mortgage originations must register with the federal registry system… more
- Anywhere Real Estate (Charlotte, NC)
- …execution **New-to-Business Enablement** _(25%)_ + Lead and coach the New-to-Business (NTB) Specialist team + Partner with VP to refine strategy and implementation ... accelerate time-to-production **Cross-Functional Collaboration** _(15%)_ + Partner with Recruiting, Sales Enablement, Field Marketing, AOS, and leadership across all… more
- First Horizon Bank (Charlotte, NC)
- …oriented Corporate Treasury team is looking to add an experienced financial analyst/client specialist to help build new Wholesale Public Funds (WPF) Desk. This role ... To be effective in this high visibility role the analyst/ specialist must be well-organized, detail-oriented, possess superior analytical and communications… more