- The Hartford (Charlotte, NC)
- Client Relationship Manager - SA08AE We're determined to make a difference and are proud to be an insurance company that goes well beyond coverages and ... our customers and create a culture where our employees can thrive. As a Client Relationship Manager , you are Responsible for managing a defined book of… 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 a ... America) **Please review the following job description:** Serve as primary relationship manager for a portfolio of financially complex client relationships… more
- Raymond James Financial, Inc. (Charlotte, NC)
- …structure, policies, mission, strategies, and compliance guidelines. **Skill in** + Operating client relationship manager system and other required software ... Advisors for success. In conjunction with a Mentor, Branch Manager , and/or a team of Financial Advisors, the Financial... service. + Manages the full scope of a client relationship by evaluating the client… more
- Huntington National Bank (Winston Salem, NC)
- Description Summary: The Private Bank Wealth Advisor III is the primary client relationship manager in the Huntington Private Bank responsible for ... developing, delivering, and managing a high-net-worth client 's Wealth Plan. Duties and Responsibilities: + Builds relationships with existing and new clients and… more
- City National Bank (Charlotte, NC)
- …loan structure, collateral analysis, pricing and adherence to Bank policies. * Attends client meetings at Relationship Manager , Team Manager ... determining appropriate credit strategy. * Provides input to the Relationship Manager and Team Manager ...based on information provided by the Relationship Manager . * Performs quarterly financial reviews of client… more
- Huntington National Bank (Charlotte, NC)
- …analyzing and resolving complex problems with accounts. + Works directly with the client and/or relationship manager to obtain financial information or ... Description Summary: HFA Service Specialists provides client relationship building partnerships with Advisor(s) and is responsible for the day-to-day activities… more
- Huntington National Bank (Charlotte, NC)
- …+ Ensures operational effectiveness of advisors and sales support staff (Sales Support Manager and Client Relationship Specialists). + Communicates the ... Description Summary: The HFA Region Manager is an excellent career opportunity to lead...techniques and can adequately present new products to the client . + Ensures that all business is suitable for… more
- Comerica (Charlotte, NC)
- …Obtain client commitment and collect assets. Effectively transition the client relationship to the relationship manager by staying involved with the ... part of a team of experienced professionals providing exceptional client experience with a robust platform of investments, credit,...client until the relationship is fully cemented. Demonstrate expertise by managing or… more
- PNC (Charlotte, NC)
- …opportunity to contribute to the company's success. As a Managing Director, Senior Relationship Manager within PNC's Corporate Banking organization, you will be ... certifications/licensures needed to be successful in this position. **Preferred Skills** Client Prospecting, Client Relationship Building, Credit Risk… more
- City National Bank (Charlotte, NC)
- * Relationship Manager Associate - Southeast Middle Market Food & Beverage * WHAT IS THE OPPORTUNITY? Develops and manages relationships with major market ... demonstrated sales and marketing abilities including cross selling skills. * Superior client relationship skills. * Good understanding of commercial credit… more
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