- Truist (Atlanta, GA)
- …while also serving as a subject-matter expert for various bank and Wealth systems, products, services and processes. Participates in project management activities. ... and maintain periodic leadership reports and analyses related to business performance, system functionality, training, and/or departmental initiatives necessary to… more
- Truist (Dunwoody, GA)
- …changing economic, legal, financial planning, investment trends and general market and business issues impacting mass affluent clients. Serve as a personal financial ... clients with the IRM partners. 6. Establish and maintain mutually beneficial business relationships with external centers of influence who will enhance business… more