- JPMorgan Chase (Greenville, SC)
- …their lives by providing education and advice tailored to suit their financial needs. As a Private Client Banker in Branch Banking, you are the main point of ... sources. **Job responsibilities** + Shares the value of Chase Private Client with clients that may be...equivalent experience in financial services, with verifiable success in new client acquisition, cultivating, and maintaining customer… more
- Truist (Greenville, SC)
- …(COI) interactions. 2. Develop and execute a marketing plan focused on winning new client relationships and expanding existing client relationships. Focus ... & Advisory teams as appropriate to create the optimal client experience. Refer business and personal financial needs of...on driving continual improvement in portfolio revenue growth and new production revenue. 3. Understand and contribute to the… more
- Regions Bank (Greenville, SC)
- …Regions is dedicated to taking appropriate steps to safeguard and protect private and personally identifiable information you submit. The information that you submit ... Management and Relationship Managers to understand needs of the client and identify ways to improve servicing. + Manage...team with resolving complex or escalated issues. + Facilitate new associate onboarding for new Commercial Banking… more
- Huntington National Bank (Greenville, SC)
- …+ Responsible for partnering with every line of business (Mortgage, Business Banking, Private Bank , etc.) to provide clients with best solutions for all ... passion and drive to build long-lasting relationships with both existing and new clients to become Financial Advisor Senior. Our Financial Advisors partner closely… more
- Regions Bank (Greenville, SC)
- …Regions is dedicated to taking appropriate steps to safeguard and protect private and personally identifiable information you submit. The information that you submit ... Relationship Manager(s) by performing daily support activities related to client relationships and keep respective Relationship Manager informed when appropriate… more