- Truist (Charlotte, NC)
- …retention and prospect referrals. This includes effectively executing on the specialist delivery model utilizing both centralized and regionalized partners to ... experience in banking, investment and financial planning with an emphasis on sales and relationship management of complex and sensitive accounts and business… more
- Truist (High Point, NC)
- …service, identifying and understanding the client's financial needs. Cross-trained to support sales and service activities, with a particular focus on assisting with ... to make banking easier and enhance their service experience. 3. Support team sales process by participating in client outreach through outbound calls, checking for… 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 ... behaviors, support of the Truist segmentation models, full use of the automated sales process and support of referral processes and guidelines. Monitor, maintain and… more
- Truist (Charlotte, NC)
- …retention and prospect referrals. This includes effectively executing on the specialist delivery model utilizing both centralized and regionalized partners to ... met where needed * 8 or more years of sales and client management experience in Wealth Management and...dental, vision, life insurance, disability, accidental death and dismemberment, tax -preferred savings accounts, and a 401k plan to teammates.… more
- Adecco US, Inc. (Charlotte, NC)
- …Management function within the Capital Markets Execution team, the Treasury Specialist will support Global Markets Structured Notes and governance activities for ... and key Treasury business partners including Global Markets Structured Note sales desks, Global Markets Central Funding Desk, External Counsels, Operations, Finance,… more
- Lincoln Financial (Charlotte, NC)
- …support and escalation to appropriate stakeholders including but not limited to Sales and Customer Support. * Partners with internal stakeholders to ensure ... to Have's: + Group insurance disability experience + Certified Disability Management Specialist (CDMS), Certified Case Manager (CCM) + Ability to read, analyze and… more
- Lincoln Financial (Charlotte, NC)
- …(CCNP) - Routing and Switching or Data Center * Symantec (Bluecoat) Certified Specialist (SCS) * Palo Alto Certified Network Security Engineer (PACNSE) * Checkpoint ... business unit and individual. Other rewards may include long-term incentives, sales incentives and Lincoln's standard benefits package. **About The Company** Lincoln… more
- Truist (Raleigh, NC)
- …service, identifying and understanding the client's financial needs. Cross-trained to support sales and service activities as needed. Following is a summary of the ... need or referring the client to the appropriate branch team members or specialist . 4. Participates fully in all components of the established Truist Retail Community… more
- Western Digital (Raleigh, NC)
- …and reserves set by insurance companies. + Review leases, contracts, sales and finance agreements, and ascertain compliance with appropriate insurance requirements. ... manager interacts with the company individual site Safety Coordinators, Security Specialist and Human Resources personnel. Additionally, this manager interacts with… more