- First Horizon Bank (Durham, NC)
- …Client Outreach: Conduct regular calls to clients and prospects to offer tailored financial solutions . + Sales Leadership: Support a high-performing culture by ... advisor who engages clients in meaningful, consultative conversations to understand their financial goals and align on solutions that meet their needs. In… more
- Truist (Chapel Hill, NC)
- …support leadership and regional leadership to understand and manage support to advisor gearing ratios and provide suggestions and recommendations for changes and ... equivalent work-related experience 2. Five years of previous banking or other financial institution experience with an emphasis in operations or administration 3.… more