- Grant Thornton (Charlotte, NC)
- …Lead and support business development activities such as new relationship development, proposals, client account management, conferences, presentations, whitepapers, ... management + Use network of business relationships to generate new sales opportunities + Think strategically about practice enhancements, and actively contribute… more
- Travelers Insurance Company (Raleigh, NC)
- …be responsible for the reserving analysis and related support for the Financial Institutions business unit, serving banks, asset managers and insurance companies. It ... quarterly analysis of loss reserves for all lines and customer segments in the Financial Institutions business unit. + Work with the Claims department to ensure best… more
- Truist (Greensboro, NC)
- …Wealth, Advisory, and/or Retail Lending experience) or one years' experience in a financial client relationship manager role. 3. Advanced knowledge of ... of America) **Please review the following job description:** Serve as primary relationship manager for a portfolio of financially complex client relationships… more
- TD Bank (Charlotte, NC)
- …30 days of them joining the bank. This role assigns Customer to the proper TD Relationship Manager (RMLM, SB Specialist, Store Manager ) based on the results ... service issues, and identify product needs + Actively generates sales and referrals to all business partners in the...In), Wealth + Assigns SB Customers to proper TD Relationship Manager based on customer parameters +… more
- TD Bank (Hendersonville, NC)
- …Operational, Customer and Sales objectives. In the absence of any other manager , the Store Supervisor is expected to manage the Store and have the ability ... a team in acquiring, retaining and deepening relationships by reinforcing sales & advice activities that create personalized, connected experiences. **Depth &… more
- Comerica (Charlotte, NC)
- …client needs. Obtain client commitment and collect assets. Effectively transition the client relationship to the relationship manager by staying involved ... with the client until the relationship is fully cemented. Demonstrate expertise by managing or...degree from an accredited university + 10 years of sales experience in personal trust, investment or financial… more
- Fifth Third Bank, NA (Raleigh, NC)
- …Banker II role is a sales position with a primary focus on sales development and relationship building through the promotion of deposits, loans, fee-based ... types. ESSENTIAL DUTIES AND RESPONSIBILITIES: + Use the consultative sales process and Financial Needs Assessment to... Center or Bank Mart as directed by the Financial Center Manager . + Keep up to… more
- TD Bank (Asheville, NC)
- …enable growth through identifying appropriate TD solutions that help Customers achieve their financial goals and optimize their relationship with TD. This role ... liaison that is integral to delivering TD's Brand promise by utilizing financial expertise and consultative advice in advising Customers regarding personal banking… more
- Hyster-Yale Materials Handling (Greenville, NC)
- …channels. + **Results-Oriented Professional:** You will support the Electrical Systems Portfolio's financial health by driving at determined sales and margin ... sales team and the Electrical Systems Portfolio Product Manager with actionable intelligence that can be used for...You will support and manage supplier relationships by using sales opportunity data, effective probing, and relationship … more
- PNC (Winston Salem, NC)
- …develops client relationships. Provides superior client experience. + Works closely with sales team, relationship managers, traders and other internal service ... Thinking, Effective Communications, Financial Analysis, Financial Engineering, Financial Services Industry, Internal Sales and Marketing, Knowledge Of… more