- US Bank (Charlotte, NC)
- …record, may result in a rescission of your offer or termination of employment. ** Client Relationship Consultant 1 ** **Basic Qualifications** - High ... communication skills - Experience in the financial services industry preferred ** Client Relationship Consultant 2** **Basic Qualifications** - High school… more
- Bank of America (Charlotte, NC)
- …and communication process of resolving client issues and achieving high client satisfaction and relationship deepening through a disciplined and responsible ... Investment Consultant II - Merrill Premium Charlotte, North Carolina...processes. The role is responsible for achievement of high client satisfaction and relationship deepening through a… more
- Wells Fargo (Charlotte, NC)
- **About this role:** Wells Fargo is seeking a Senior Lead Treasury Management Consultant within Global Payments and Liquidity as a part of Enterprise Functions. **In ... you will:** Wells Fargo is seeking a Senior Lead GPL Banks Sales Consultant responsible for managing and developing payment business activities with US Bank clients.… more
- Deloitte (Charlotte, NC)
- Senior Consultant , Operations & Technology Transformation - Investment & Wealth Management What we do Operations and Technology Transformation delivers market ... technical transformation in the financial services industry combined with relationship -building, leadership, and communication skills. The ability to bring together… more
- US Bank (Charlotte, NC)
- …Elavon is committed to building the platforms and ecosystems that help over 1 .5 million customers around the world to achieve their financial goals-no matter what ... each other. **Job Description** The Healthcare Middle Market Business Development Consultant develops new business by identifying prospects and initiating contact… more
- Truist (Charlotte, NC)
- …management, and presentation skills. 3. Ability to plan effectively. 4. Ability to manage client expectations and relationship in a way that results in an ... are not mentioned below. Specific activities may change from time to time. 1 . Analyzes portfolio performance, and recommends changes in investment mix to achieve… more
- Ascensus (Charlotte, NC)
- **Section 1 : Position Summary** Responsible for regional strategy, results, actuarial consulting, and coordination of the business development and relationship ... Functions, Essential Duties and Responsibilities** + Serve as lead Consultant with clients regarding risk management of pension plans...and strategy + Prepare and monitor annual budgets and client invoicing + Serve as actuarial resource / subject… more
- US Bank (Charlotte, NC)
- …Elavon is committed to building the platforms and ecosystems that help over 1 .5 million customers around the world to achieve their financial goals-no matter what ... each other. **Job Description** The Enterprise Payment Business Development Consultant develops profitable new business account relationships and increased… more
- Truist (Charlotte, NC)
- … 1 . 4 year college degree 2. 5 years of sales / client relationship management experience in banking/financial products, including significant experience with ... 1 . Meet with clients via telephone to assess client needs, review their financial management practices and solutions,...more experience as a Small Business Banker, Business Banking Relationship Manager, or Branch Leader/Manager 2. 2 years or… more
- Truist (Charlotte, NC)
- …well as working capital concepts 4. Participates in the development of detailed relationship plans for clients/prospects within assigned client group to identify ... for consultative sales of Treasury Solutions (TS) products and services to assigned client group via a cash flow management/working capital approach with a focus on… more
- Truist (Charlotte, NC)
- …Advisory, and/or Retail Lending experience) or one years' experience in a financial client relationship manager role. 3. Advanced knowledge of a broad range ... relationship manager for a portfolio of financially complex client relationships within the defined mass affluent market segment...below. Specific activities may change from time to time. 1 . Serve as the primary relationship manager… more
- Nuveen Investments (Charlotte, NC)
- …+ Minimum of 5 years of experience in investment management/business development, consulting/ consultant relationship management and/or client service within ... + 5-10 years of experience in investment management/business development, consulting/ consultant relationship management and/or client service… more
- Robert Half (Charlotte, NC)
- …companies. As an intern, you collaborate with the team to deliver client solutions for complex business problems these organizations face. Experience tells us ... experiences and learning opportunities in business operations, consulting, data, relationship building, technology, and innovation. With each project, you receive… more
- Robert Half (Charlotte, NC)
- …companies. As an intern, you collaborate with the team to deliver client solutions for complex business problems these organizations face. Experience tells us ... experiences and learning opportunities in business operations, consulting, data, relationship building, technology, and innovation. With each project, you receive… more
- MongoDB (Charlotte, NC)
- …account-based marketing experts. This team is responsible for developing and executing 1 : 1 account-based marketing strategies that drive revenue growth in ... growth opportunities + Bring marketing expertise: Act as a strategic marketing consultant to sales teams and clients, recommending tailored programs and tactics that… more
- Truist (Charlotte, NC)
- …as an additional contact to the client in collaboration with the Relationship Manager, Wealth Advisor or Structured Lending Consultant . + Owns the Portfolio ... opportunities. Oversees all underwriting activity in the portfolio and influences client acquisition decision by actively participating in screen meetings. Brings… more
- Equitable (Charlotte, NC)
- …designed to empower you with the skills and tools needed for success: client relationship management, product knowledge, market development, role play and access ... * Social impact and community engagement prosper thru our programs such as " 1 ,000 Hours of Giving Back" sponsored by our Women's Network and "Equitable Excellence"… more