- Bank of America (Durham, NC)
- …guidance and coaching to financial center associates regarding delivery of an exceptional client experience **Required Qualifications:** + Minimum of 2 years of ... Customer and Client Focus + Referral Identification + Risk Management + Client Experience Branding + Credit Documentation Requirements + Credit and Risk… more
- Truist (Wilmington, NC)
- …cash handling or client service experience 3. Six months of client relationship building or sales experience 4. Excellent interpersonal and ... client to the appropriate branch team members or specialist . 4. Understand the importance of Integrated Relationship Management...may be included Preferred Qualifications: 1. One year of client relationship building or sales experience… more
- Optiv (Charlotte, NC)
- …and provide our clients and sellers with consistent security expertise on all sales opportunities. In partnership with domain specialist and experts, the Sr. ... the representative expert in a dedicated technology and brings deep business experience and advanced security practitioner knowledge for understanding a client 's… more
- Bank of America (Raleigh, NC)
- …center associates during meetings to assist with team delivery of an exceptional client experience **Required Qualifications:** + Minimum of 2 years of mortgage ... Customer and Client Focus + Referral Identification + Risk Management + Client Experience Branding + Credit Documentation Requirements + Credit and Risk… more
- Bank of America (Fuquay Varina, NC)
- …**Required Qualifications:** + Minimum of one year demonstrated sales experience in a relationship-oriented and client -centric environment + In lieu ... Leverages available resources, technologies, and processes to optimize the client experience and deliver operational excellence and...of one year of sales experience , has previously held the role… more
- Bank of America (Fayetteville, NC)
- … sales environment where goals were met or exceeded. * Experience assessing client needs, identifying/recommending solutions, and building/managing client ... Each day, we connect with 67 million clients through a growing specialist workforce and our world-class digital platform. With each relationship and connection,… more
- Truist (Charlotte, NC)
- …Retail, Wealth, Advisory, and/or Retail Lending experience ) or one years' experience in a financial client relationship manager role. 3. Advanced knowledge ... Serve as primary relationship manager for a portfolio of financially complex client relationships within the defined mass affluent market segment within the Truist… more
- Bank of America (Boone, NC)
- …Required Qualifications: * Has a minimum of one year demonstrated sales experience in a relationship-oriented and client -centric environment. In lieu of this ... Leverages available resources, technologies, and processes to optimize the client experience and deliver operational excellence and...where goals were met or exceeded. * Retail and/or sales experience in a salary plus incentive… more
- Truist (Charlotte, NC)
- …appropriate continuing education requirements are met where needed * 8 or more years of sales and client management experience in Wealth Management and a ... and prospect referrals. This includes effectively executing on the specialist delivery model utilizing both centralized and regionalized partners...CPWA and CPA * 5 or more years of sales and client management experience … more
- Ensono (Raleigh, NC)
- …collaborative meetings, client sessions, and content publishing to mixed audiences. Supporting Client sales opportunities for OpenShift to the US client ... enterprise architecture processes. Provide guidance on solution architecture to meet client and prospective client requests. Maintain and update documentation… more