- US Bank (Charlotte, NC)
- …in the financial services industry preferred - Previous supervisory experience preferred ** Client Relationship Consultant 4 ** **Basic Qualifications** ... may result in a rescission of your offer or termination of employment. ** Client Relationship Consultant 1** **Basic Qualifications** - High school diploma or… more
- Grant Thornton (Charlotte, NC)
- …through analysis, debugging, research, and investigation + Maintain a good working relationship with clients and work effectively with client management and ... Technology Modernization - Anaplan Consultant As an Anaplan-focused Consultant within...overall supply chain strategy and supporting initiatives. Specific to client interaction, you will play a key role in… more
- Deloitte (Charlotte, NC)
- Banking Regulatory Reporting Transformation Senior Consultant Our practitioners help organizations identify the regulatory and industry changes impacting their ... on regulatory, risk, and data processes. As a Senior Consultant , you will have opportunities to: + Contribute to...+ Serve on workstreams for complex projects, liaise with client counterparts, and actively participate in discussions on project… more
- Deloitte (Charlotte, NC)
- …with client counterparts. Required Qualifications + Bachelor's Degree + 4 years relevant consulting and/or investment management experience + 2+ years' ... Senior Consultant , Operations & Technology Transformation - Investment &...technical transformation in the financial services industry combined with relationship -building, leadership, and communication skills. The ability to bring… more
- Truist (Charlotte, NC)
- …and presentation skills. 3. Ability to plan effectively. 4 . Ability to manage client expectations and relationship in a way that results in an effective team ... 3. Interprets internal/external business challenges and recommends best practices. 4 . Uses sophisticated analytical thought to exercise judgment and identify… more
- Truist (Charlotte, NC)
- …1. 4 year college degree 2. 5 years of sales / client relationship management experience in banking/financial products, including significant experience with ... contact. Primary responsibility is to manage and grow Small Business client relationships, including sole proprietors, non-profits and employer firms. Acts as… more
- Truist (Charlotte, NC)
- …working capital concepts 4 . Participates in the development of detailed relationship plans for clients/prospects within assigned client group to identify key ... for consultative sales of Treasury Solutions (TS) products and services to assigned client group via a cash flow management/working capital approach with a focus on… more
- Truist (Charlotte, NC)
- …Advisory, and/or Retail Lending experience) or one years' experience in a financial client relationship manager role. 3. Advanced knowledge of a broad range ... as primary relationship manager for a portfolio of financially complex client relationships within the defined mass affluent market segment within the Truist… more
- Motion Recruitment Partners (Charlotte, NC)
- …procedures/best practices. + Submit requests for all account opening / new client onboarding requests. + Partner with Sales, Relationship Managers, clients, ... Financial Services Company is looking for a Business Execution Consultant in Charlotte, NC (Hybrid). Work with the brightest...contract opportunity that includes a competitive benefit package! Our client has been around for over 150 years and… more
- Truist (Charlotte, NC)
- …as an additional contact to the client in collaboration with the Relationship Manager, Wealth Advisor or Structured Lending Consultant . + Owns the Portfolio ... opportunities. Oversees all underwriting activity in the portfolio and influences client acquisition decision by actively participating in screen meetings. Brings… more