- Truist (Alpharetta, GA)
- …in credit request packages in a moderate sized or large homogeneous portfolio . Ensure packages are complete, accurate and thoroughly documented 2. Analyze and/or ... with client, verbally and in writing, on pending loan requests or portfolio management actions 4. Understand and articulate all Truist Wholesale Credit policies,… more
- Truist (Fort Washington, MD)
- …America) **Please review the following job description:** Serve as primary relationship manager for a portfolio of financially complex client relationships ... time to time. 1. Serve as the primary relationship manager for a portfolio of mass affluent...Certified Trust and Financial Advisor CTFA(R), Chartered Life Underwriter CLU (R), CRPC(R) - Chartered Retirement Planning Counselor, or ChFC(R)… more
- Truist (Ormond Beach, FL)
- …America) **Please review the following job description:** Serve as primary relationship manager for a portfolio of financially complex client relationships ... and solutions.. ESSENTIAL DUTIES AND RESPONSIBILITIES 1. Serve as the primary relationship manager for a portfolio of mass affluent clients. Sell, deliver and… more