- Truist (Raleigh, NC)
- …development assistance, and providing a consistent and effective level of client servicing when the Financial Advisor is unavailable. JOB SUMMARY Responsible ... business development assistance, and providing a consistent and effective level of client servicing when the Financial Advisor is unavailable. ESSENTIAL DUTIES AND… more
- Truist (Raleigh, NC)
- …business development assistance, and providing a consistent and effective level of client servicing when the Financial Advisor is unavailable. ESSENTIAL DUTIES AND ... clients including preparing financial plans, conducting investment research and completing client trades and transactions. 2. Receive and place orders as directed… more
- Trustmark (Raleigh, NC)
- …within 24 months. Also responsible for targeting and developing National Brokerage partnerships to deliver incremental sales, revenue, and profit growth. **Key ... relationships with key decision makers within MGA and National Brokerage firms. + Strategically implement additional ways for Trustmark...the sales leadership teams of VP of Sales & Client Management, Senior Directors' Sales, and the whole sales… more
- First Horizon Bank (Cary, NC)
- …needs and "handing off" the processing of these applications to the appropriate associate . Client experience + Research and resolve problems and respond to ... job posting. **SUMMARY** Provide quality, accurate and timely customer service involving daily processing of financial transactions and opening...both teller and platform support as needed to keep client wait times to a minimum and to provide… more
- First Horizon Bank (Cary, NC)
- …A successful Universal Banker is versatile, flexible, and talented. You are the associate that can do almost anything within the banking center. You'll process ... + Collaborate with team members to provide outstanding customer service + Process financial transactions for clients + Work...refer clients to other internal groups + Participate in client calling activities + Assist in training new associates… more