- Bank OZK (Charlotte, NC)
- Job Purpose & Scope Responsible for utilizing knowledge of banking products and services to build professional relationships with customers and engaging in ... uncover needs, make appropriate recommendations, and submit referrals to banking center team members or line of business partners....others. + Provide backup and assistance to other retail banking roles and locations, as necessary. + Model and… more
- Bank of America (Charlotte, NC)
- Financial Regulatory Reporting Specialist ( Banking Products) - Lead Charlotte, North Carolina;Fort Worth, Texas **Job Description:** At Bank of America, we are ... high priority regulatory reports. The individual should have deep understanding of banking products (eg Loans and Leases, Deposits, Derivatives, securities etc.) and… more
- Bank of America (Wesley Chapel, NC)
- …(RM), Advisor Development Program (ADP) RM, Credit Solutions Advisor (CSA I) or Relationship Manager Business Owner Specialist (RMBOS) at Bank of America for ... point of contact for financial center clients, helping to uncover personal banking needs of both individual and small business clients, offering appropriate… more
- Truist (Waxhaw, NC)
- …need or referring the client to the appropriate branch team members or specialist . 4. Understand the importance of Integrated Relationship Management (IRM) to ... focus on assisting with outbound calling and supporting Integrated Relationship Management (IRM) activities. ESSENTIAL DUTIES AND RESPONSIBILITIES Following is… more
- Wells Fargo (Charlotte, NC)
- …tax and estate planning, and risk management. Using this knowledge, the Specialist will support advisors and relationship managers in helping customers ... including Wells Fargo lines of business, clients, advisors and relationship managers, the Office of Consumer Protection,...on business initiatives with teams across the enterprise, including Consumer and Small Business banking , Consumer… more
- Wells Fargo (Charlotte, NC)
- …care, and other needs for clients as they age. Using this knowledge, the Specialist will support advisors and relationship managers in helping customers and ... including Wells Fargo lines of business, clients, advisors and relationship managers, the Office of Consumer Protection,...on business initiatives with teams across the enterprise, including Consumer and Small Business banking , Consumer… more