- Truist (Richmond, VA)
- …review the following job description:** Responsible for providing rate lock support for Retail and Correspondent channels while ensuring rate lock information ... to time. + Provide rate lock, rate renegotiations, float downs and rate extension support via email and phone center for internal and external clients. + Identify… more
- Truist (Richmond, VA)
- …as it relates to real-estate foreclosures and auto/rv/marine repossessions. Support clients which may include escalated calls, payment negotiations, collaborate ... appropriate parties. 3. Leverage multiple systems/business tools to monitor determine/ support appropriate outcomes/actions. 4. Maintain positive and professional working… more
- Truist (Richmond, VA)
- …Electronic Correspondence/Social Media Review of direct reports and as needed in support of the department. + Effectively communicate policy and procedure changes to ... the team. + Serve as Subject Matter Expert for policy changes. + Assist with focused Book of Business reviews conducted by partners within the firm. + Review Reg BI advisor documentation per current policies and procedures to ensure compliance with regulation.… more
- Nike (Woodbridge, VA)
- …why when you join our team as a Retail Supervisor, you are referred to as a Specialist . Are you ready to embrace it? Let's do it. **Lace Up as a** **Nike** **Retail ... we mean it. We go after goals together. We support your bold ideas - and encourage you to...and Emotional Health, Financial Coaching and Education, Child Development Support and Caregiving Benefits starting on the day you're… more
- Truist (Falls Church, VA)
- …quality service, identifying and understanding the client's financial needs. Cross-trained to support sales and service activities as needed. Following is a summary ... the client to the appropriate branch team members or specialist . 4. Participates fully in all components of the...to a home branch but will be scheduled to support multiple branches within their designated coverage Area. Schedules… more
- Truist (Salem, VA)
- …but is not limited to, the delivery of excellent client service behaviors, support of the Truist segmentation models, full use of the automated sales process ... and support of referral processes and guidelines. Monitor, maintain and...Planner (CFP), Chartered Financial Analyst. (CFA), Accredited Asset Management Specialist AAMS(R) , Certified Trust and Financial Advisor CTFA(R),… more
- Truist (Glen Allen, VA)
- …service, identifying and understanding the client's financial needs. Cross-trained to support sales and service activities, with a particular focus on assisting ... Mobile banking to make banking easier and enhance their service experience. 3. Support team sales process by participating in client outreach through outbound calls,… more
- Truist (Richmond, VA)
- …(ex. Wealth Region Director, Complex Managers) who are designated to support client service and business development efforts (eg banking, mortgage, planning, ... Analyst (CFA), Certified Financial Planner (CFP), Accredited Asset Management Specialist , Certified Trust and Financial Advisor, Chartered Life Underwriter or… more
- Truist (Mclean, VA)
- …work with various specialists and IRM partners who are designated to support client service and business development efforts (eg credit, mortgage, planning, ... retention and prospect referrals. This includes effectively executing on the specialist delivery model utilizing both centralized and regionalized partners to… more