- Regions Bank (Atlanta, GA)
- …careers section of the system. **Job Description:** At Regions the Commercial Relationship Specialist provides general administrative support to Commercial ... Relationship Managers. **Primary Responsibilities** + Assists Relationship Manager(s) by performing daily support activities related to client relationships and… more
- Bank OZK (Marietta, GA)
- …retail banking roles and locations, as necessary. + Model and champion the Bank 's standards for exceptional customer service. + Enthusiastically support the bank ... punctuality and attendance to work. + Adhere to all Bank policies, procedures, and guidelines. Knowledge, Skills & Abilities...job functions, duties, skills, and standards may be added. Management reserves the right to add or change the… more
- Bank of America (Atlanta, GA)
- …for serving as the Customer Due Diligence (CDD) and Compliance Risk partner for relationship management teams in the management of their portfolio. Key ... Commercial Support Specialist -KYC/AML San Francisco, California;New York, New York;...the Anti-Money Laundering (AML) and Know-Your-Customer (KYC) process for relationship management teams + Engages with prospects… more
- Bank of America (Atlanta, GA)
- AI Regional Specialist Atlanta, Georgia **Job Description:** At Bank of America, we are guided by a common purpose to help make financial lives better through ... benefits to support their physical, emotional, and financial well-being. Bank of America believes both in the importance of...Solutions Advisory + Customer and Client Focus + Pipeline Management + Relationship Building + Collaboration +… more
- City National Bank (Atlanta, GA)
- ** RELATIONSHIP MANAGER SENIOR CB** **WHAT IS THE OPPORTUNITY?** Develops and manages relationships with commercial clients in the assigned business segment and/or ... quality service. Approves transactions within delegated authority. Manages overall relationship profitability and portfolio risk and is responsible for profitable… more
- Regions Bank (Atlanta, GA)
- …of the system. **Job Description:** At Regions, the Post Closing and Administration Specialist will orchestrate the closing process for all members of the ... Relationship Team and vendors associated with each loan. The...documentation exceptions post-closing, and interacting with borrowers, outside counsel, bank associates, and a variety of third parties. **Primary… more
- Bank of America (Atlanta, GA)
- …standards, and internal policies. - Minimum 5 years of experience conducting Bank Secrecy Act /Anti-Money Laundering audits, Risk Management audits, Compliance ... York, New York; East Hartford, Connecticut **Job Description:** At Bank of America, we are guided by a common...Management - Business Acumen - Coaching - Project Management - Relationship Building - Written Communications… more
- Chick-fil-A (Atlanta, GA)
- …with stakeholders in Procurement Operations, Financial Solutions, Accounts Payable, Supplier Relationship Management , Tax, Compliance, and Legal. They will also ... teams on SRM best practices, compliance requirements, and ERP usage. Supplier Relationship Management (SRM): Cultivate and maintain positive relationships with… more
- Fiserv (Alpharetta, GA)
- … experience. + 3 years of experience in a client facing and/or client relationship management role. + Willingness to travel 15-25% of the time **What ... through a mobile app, or withdraw money from the bank , we're involved. If you want to make an...make a difference at Fiserv. **Job Title** Strategic Card Specialist / Consultant **What does a successful Strategic Card… more
- Truist (Atlanta, GA)
- …that fosters cooperation, trust and group identity 8. Excellent interpersonal and relationship management skills 9. Excellent oral and written communication ... front-office role in interfacing with clients. The teammate will support workload management , and triage and delegate client and advisor operational requests to a… more
- Lincoln Financial Group (Atlanta, GA)
- …evaluate the implications of a course of action or solution. * Demonstrated strong relationship management skills with internal clients (eg management , peers ... **Requisition #:** 73375 **The Role at a Glance** As the Accounting Specialist , you will be responsible for performing monthly and quarterly accounting processes… more
- Lincoln Financial Group (Atlanta, GA)
- …the appropriate resources and tools to drive solutions. * Demonstrates strong relationship management skills with internal clients (eg management , ... the General Account Invested Assets on a Statutory, GAAP, Management , and Tax basis. S/he will be responsible to...to provide their social security numbers, date of birth, bank account information or other sensitive information in job… more
- Lincoln Financial Group (Atlanta, GA)
- …+ Ability to work with others in a team environment. + Demonstrated solid relationship management skills with internal clients (eg management , peers and ... and applying knowledge of assigned area(s).You will leverage analytics to support management & team in identifying & prioritizing staffing strategies, initiatives &… more
- Truist (Alpharetta, GA)
- …2. 7 years of experience in commercial banking, loan workout, and/or relationship management . **General Description of Available Benefits for Eligible Employees ... on a portfolio of Criticized and Classified loans in accordance with Bank policy, procedures and strategic goals. ESSENTIAL DUTIES AND RESPONSIBILITIES Following is… more
- Truist (Dunwoody, GA)
- …relationships with various Truist teammate product and service specialists (Integrated Relationship Management [IRM] partners) who are designated to support ... and applicable NMLS acceptable background check. 5. Strong interpersonal, sales and relationship management skills. 6. Strong written, verbal and presentation… more
- Truist (Lilburn, GA)
- …team members or specialist . 4. Understand the importance of Integrated Relationship Management (IRM) to ensure we seamlessly deliver Truist expertise and ... particular focus on assisting with outbound calling and supporting Integrated Relationship Management (IRM) activities. ESSENTIAL DUTIES AND RESPONSIBILITIES… more
- Truist (Atlanta, GA)
- …BSA/AML activity and determine feasibility of the continuation of the client relationship . Recommend solutions to management from the outcome of subjective ... Intelligence Unit (FIU) team ensuring full compliance with the Bank Secrecy Act and the USA PATRIOT Act, by...processes 5. Experience with BSA transaction monitoring or case management applications 6. Certified Anti-Money Laundering Specialist … more
- Truist (Atlanta, GA)
- …in banking, investment and financial planning with an emphasis on sales and relationship management of complex and sensitive accounts and business development ... products + Successful track record using interpersonal, sales, presentation and relationship management skills previously demonstrated in wealth management… more
- Citigroup (Atlanta, GA)
- …financial concepts and investment strategies in a way that is easily understood ** Relationship Management ** + Serve as the client's advocate and trusted advisor ... situation and utilize that knowledge to develop tailored wealth management strategies. HNW Private Bankers are able to add...In addition, they are able to deliver quality Private Bank client relationships (solutions and services) in an intensely… more
- Morehouse School Of Medicine (Atlanta, GA)
- …Medical Services Management ( CPMSM ) or Certified Professional Credentialing Specialist ( CPCS ) certification is preferred. + Experience with the CAQH (Council ... years of experience in the capacity of credentialing coordinator or credentialing specialist specializing in provider enrollment. + Minimum two (2) years of… more