- Truist (Winston Salem, NC)
- …and retail banking products and services appropriate to mass affluent clients. Premier Bankers should deliver a level of personalized, attentive service that clients ... profiling and personal financial planning analysis. Proactively work with the financial advisor on assigned investment accounts for adherence to investment and asset… more
- Truist (Whiteville, NC)
- …**Please review the following job description:** Responsible for incoming calls from Premier eligible and enrolled clients. Address both routine and complex issues ... all unresolved issues accurately to ensure timely follow up and resolution. Premier Client and Branch Advisors serve as client advocates, tracking client complaints… more
- Truist (Charlotte, NC)
- …regulations and the Truist Code of Conduct Subject matter expert on bank /LOB products. Conducts research on moderately complex customer issues; interprets policies ... on small groups (pods) of Financial Advisors focused on partnership with Premier Bankers, Preferred Advisors, and Retail Banking leadership to facilitate training… more
- Banc of California (Durham, NC)
- …CALIFORNIA AND YOUR CAREER** Banc of California, Inc. (NYSE: BANC) is a bank holding company headquartered in Los Angeles with one wholly-owned banking subsidiary, ... Banc of California (the " bank "). Banc of California is one of the nation's premier relationship-based business banks focused on providing banking and treasury… more