- Truist (Atlanta, GA)
- …fiduciary services, and insurance services) in a manner that promotes client retention and prospect referrals. This includes effectively executing on the ... specialist delivery model utilizing both centralized and regionalized partners...policies * Employ strong talent management practices around development, retention , recruiting and hiring for all teammates in Truist… more
- Regions Bank (Atlanta, GA)
- …be stored in accordance with regulatory requirements and in conjunction with Regions' Retention Schedule for a minimum of three years. You may review, modify, or ... towards one, preferably one of the following: + Certified Anti-Money Laundering Specialist (CAMS) + Certified Bank Auditor (CBA) + Certified Fiduciary and Investment… more