- TUMI (Charlotte, NC)
- …factors. Your role at Tumi: As part of our Retail team, the Associate Manager is responsible for creating a client experience that accurately reflects the ... ethos of our brand while building and maintaining strong client relationships and driving sales through outstanding service. The...applying to the job. Monitor and assist the Store Manager with the training and development for store associates.… more
- Penhall Company Inc. (Charlotte, NC)
- …required in representatives' specific area or as designated by Sales Manager and/or Business Development ManagerDevelop and identify prospects from current clients, ... record keeping and information distributionLearn to estimate jobsMeet with client management, staff and supervisory personnel to explain character, policies,… more
- DivIHN Integration Inc (Charlotte, NC)
- …position partners with internal and external stakeholders such as Product Line Manager , Market Development, Sales, other Marketing groups within the OCO Marketing ... Marketing Plans (IMPs) that will continue/develop a strategic commercial relationship with key customers/accounts, with an Account Based Marketing… more
- TIAA (Charlotte, NC)
- **Wealth Client Relationship Manager ** Wealth Management Client Relationship Managers at TIAA spend their time partnering with Wealth Management ... are and who you aspire to be, you will thrive as a Wealth Management Client Relationship Manager at TIAA. * Deeply curious with a demonstrated ability to… more
- JPMorgan Chase (Charlotte, NC)
- …the use of our complex treasury and cash management products and services. As a Client Relationship Manager (CRM) within the Commercial Bank, you will serve ... solicit client input and feedback to drive client satisfaction + Conduct annual relationship reviews...to drive client satisfaction + Conduct annual relationship reviews with clients to identify potential customer-level fraud… more
- Bank of America (Charlotte, NC)
- Sr Relationship Manager II- Client Services Specialist-Global Market Operations Charlotte, North Carolina **Job Description:** At Bank of America, we are ... with the power to make a difference. Join us! **Job Summary** Client Service Priority Client Settlement will act as a liaison between Core Settlement Operations… more
- Truist (Charlotte, NC)
- …Wealth, Advisory, and/or Retail Lending experience) OR, 3 years' experience in a financial client relationship manager role. 3. Advanced knowledge of a broad ... 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
- City National Bank (Charlotte, NC)
- …and analytics used to support the decision are accurate and calculated correctly. + Attends client meetings at Relationship Manager , Manager , Team Lead, ... financial materials and resources. + Provides balanced and appropriate credit guidance to Relationship Manager , Team Lead, and/or Manager and collaborates in… more
- City National Bank (Charlotte, NC)
- …and analytics used to support the decision are accurate and calculated correctly. + Attends client meetings at Relationship Manager , CBS Manager , or ... financial materials and resources. + Provides balanced and appropriate credit guidance to Relationship Manager and Manager and collaborates in determining… more
- City National Bank (Charlotte, NC)
- …and analytics used to support the decision are accurate and calculated correctly. + Attends client meetings at Relationship Manager , Team Manager , or ... financial materials and resources. + Provides balanced and appropriate credit guidance to Relationship Manager and Manager and collaborates in determining… more
- City National Bank (Charlotte, NC)
- …align with credit-approved terms in order to fully protect the Bank's interests. + Attends client meetings at Relationship Manager or Credit Manager 's ... for potential borrowers. Provides balanced and appropriate credit opinions and guidance to Relationship Manager and Credit Manager and collaborates with… more
- Comerica (Charlotte, NC)
- … client commitment and collect assets. * Effectively transition the client relationship to the relationship manager by staying involved with the ... performing book of business and being accountable for the success of the client relationship . What we can offer you * Comerica Funded Retirement Plan and 401(K)… more
- Fifth Third Bank, NA (Charlotte, NC)
- …sales tools preferred. + Ability to travel regionally and/or locally. Business Banking Relationship Manager III LOCATION -- Charlotte, North Carolina 28202 Fifth ... banking at Fifth Third Bank. GENERAL FUNCTION: Responsible for business development, relationship management and client experience of companies with annual gross… more
- Truist (Charlotte, NC)
- …wealth management content, communications, marketing and social media strategies to drive client acquisition and relationship deepening. **Director of Wealth ... Client Experience and Integrated Relationship Management (IRM)** ESSENTIAL DUTIES AND RESPONSIBILITIES + Implement...General Securities Representative (Series 7 or equivalent) and Principal Manager (Series 24 or equivalent) + Ten years of… more
- Fifth Third Bank, NA (Charlotte, NC)
- …to reasonable accommodation. #LI-EC1 This position will be posted until 8/30/2024 Newline Relationship Manager III Total Base Pay Range 94,500.00 - 189,400.00 ... Wealth Mgmt etc.) analyze, evaluate and develop a tailored relationship strategy for each client or prospect. Ensure that customer relationships are managed to… more
- Citizens (Charlotte, NC)
- Description Senior Treasury Relationship Manager supporting large corporate and middle market clients in our Commercial Real Estate vertical. This position leads ... goals through new business development and growth of existing client portfolio. + Partner with Relationship Managers...of existing client portfolio. + Partner with Relationship Managers to position Treasury Services early and often… more
- Ascensus (Charlotte, NC)
- …proper administration + Meets periodically with contacts, ensure timeliness of client deliverables, and field inquiries + Directs Trust Administrators with the ... Employee Benefits Specialist (CEBS) or other retirement industry certificates **COMPETENCIES** + Client Service Oriented + Personable + Team Player + Proactive +… more
- Lowe's (Mooresville, NC)
- …products they love, need, and discover. Key to this new organization is a seasoned Client Services Account Manager for Lowe's One Roof Media Network. About the ... Role: The Client Services Account Manager will serve as...($20 million+) and account base complexity + Cultivate account relationship sales growth by supporting the sales process for… more
- Truist (Charlotte, NC)
- …a deep understanding of those clients, their needs, and their preferences. The Client Marketing Personalization Manager will be responsible for leading the ... match clients to integrated solutions based on where they are in their relationship lifecycle -- leveraging client signals, advanced analytical insights, and… more
