- Truist (Greensboro, NC)
- …on providing a distinctive client experience anchored in care, expertise, and financial solutions delivery to clients and prospects in a virtual environment. ... and services that align with client needs. 2. Supports the Virtual Solutions Delivery Team sales process by conducting consultative conversations and acting upon… more
- Truist (Mooresville, NC)
- …financial advisory concepts to develop and deepen relationships and provide an integrated delivery of a broad range of retail solutions including banking, ... referral network to generate client acquisition and provide comprehensive advice and solutions . Following is a summary of the essential functions for this job.… more
- Forrester (Charlotte, NC)
- …customer journey through proactive engagement strategies. You will guide Forrester's premier vendor clients to their desired outcomes, while identifying, documenting ... you will predict and navigate customer challenges and offer solutions that drive satisfaction, retention, and additional enrichment opportunities. **Job… more