- Huntington National Bank (Huntington, WV)
- …directly impact our customers, our bank , and our communities for the better. As a Financial Relationship Banker , you play a key role in looking out for ... environment where you are empowered every day to help our customers achieve their financial goals. Our branch colleagues have an opportunity to share ideas and voice… more
- Truist (Charleston, WV)
- …Wealth, Advisory, and/or Retail Lending experience) OR, 3 years' experience in a financial client relationship manager role. 3. Advanced knowledge of a broad ... of America) **Please review the following job description:** Serve as primary relationship manager for a portfolio of financially complex client relationships within… more
- Huntington National Bank (Weirton, WV)
- … relationship management, banking, communication and presentation. A Customer Experience Banker is a Financial Concierge for our walk-in customers. You ... empowered every day to help our customers achieve their financial goals. Our branch colleagues have an opportunity to...and voice opinions that directly impact our customers, our bank , and our communities for the better. As a… more
- Huntington National Bank (Bridgeport, WV)
- …our bank , and our communities for the better. As a Customer Experience Banker , you are a Financial Concierge for our walk-in customers. You are responsible ... environment where you are empowered every day to help our customers achieve their financial goals. Our branch colleagues have an opportunity to share ideas and voice… more
- Huntington National Bank (Elkins, WV)
- …our bank , and our communities for the better. As a Customer Experience Banker Non NMLS, you are a Financial Concierge for our walk-in customers. You ... empowered every day to help our customers achieve their financial goals. Our branch colleagues have an opportunity to...Educating and referring customers to other areas of the bank to deepen relationships and build a strong partnership.… more
- UMB Bank (Charleston, WV)
- …its industry, etc., over time that might create a change in their financial service needs. The **Sr. Relationship Manager - Commercial Agriculture** leads ... you have the ability to help clients achieve their financial dreams, streamline business processes, and help them better...analyze the business in order to qualify clients for bank products and services. **We're excited to talk with… more
- Truist (Parkersburg, WV)
- …the development and expansion of new and existing client relationships. Provides financial solutions that meet client needs based on consultative conversations and ... conversations and acting upon or referring more complex client needs or financial goals to other internal specialists. 4. Participates fully in all components… more
- Truist (Wheeling, WV)
- …prevention 3. Experience with sourcing and prospecting for new clients and client relationship building 4. General understanding of bank operations, policies and ... assigned. Deliver superior quality service, identifying and understanding the client's financial needs. Cross-trained to support sales and service activities, with a… more
- Truist (Charleston, WV)
- …appropriate to create the optimal client experience. Refer business and personal financial needs of assigned clients through the appropriate channel according to ... Integrated Relationship Management (IRM). Levels (I - II) should be...time to time. 1. Leverage the Truist Sales Process, Financial Insights, Industry & Advisory team, and the Leadership… more
- Bank of America (Huntington, WV)
- …Priority (TM) solutions, through Bank of America and Merrill to meet their financial needs. **As a Merrill FSA, you can look forward to:** + A strong referral ... Merrill Financial Solutions Advisor - Louisville & Associates Market...clients pursue the life they envision through a personal relationship with their advisory team committed to their needs.… more
- Bank of America (Bridgeport, WV)
- …Priority (TM) solutions, through Bank of America and Merrill to meet their financial needs. **As a Merrill FSA, you can look forward to:** A strong referral ... Merrill Financial Solutions Advisor - Western Pennsylvania Market Upper...clients pursue the life they envision through a personal relationship with their advisory team committed to their needs.… more
- Truist (Charleston, WV)
- …Support dealer clients by uncovering and solving needs through Integrated Relationship Management (IRM). **Essential Duties and Responsibilities** 1. Build and ... Be the first line of defense and protect the bank against industry risk such as reputational risk. 8....training 2. 3 years of experience in industry-related territory relationship management 3. Excellent marketing and communication skills 4.… more
- JPMorgan Chase (Bridgeport, WV)
- …interacting with our clients to offer the best investment solutions to meet their financial needs. As a Private Client Advisor in Chase Wealth Management, you will ... offer comprehensive financial planning and advice to individuals and families. Your...support your teammates' success and the goals of the bank , while fostering a culture of diversity + Build… more
- Lincoln Financial Group (Charleston, WV)
- …be doing** + You will develop, maintain and execute strategic client relationship payroll implementations, ensuring that the clients' overall service needs are ... desired business results. You will manage the day-to-day vendor relationship and seek win-win solutions when conflicts arise. +...volume. **What's it like to work here?** At Lincoln Financial Group, we love what we do. We make… more
- Lincoln Financial Group (Charleston, WV)
- …you'll be doing** + Develop and maintain a strong understanding of Lincoln Financial Group (LFG) products, services and operational structure to enhance ability to ... + 5 -7+ Years' experience in external wholesale or relationship management in retirement plans that directly aligns with...\#LI-Remote **What's it like to work here?** At Lincoln Financial Group, we love what we do. We make… more
- Truist (Charleston, WV)
- …limited to Small Business, Mass Affluent, Community Heroes, and Integrated Relationship Management (IRM) partnership. 3. Drive branch revenue through Small Business ... motivating teammates, to fulfill the Purpose Mission and Values for client's financial success and team empowerment. 6. Partnership with Integrated Relationship … more
- Lincoln Financial Group (Charleston, WV)
- …securities research, analysis, and proper accounting treatment of Lincoln Financial Groups (LFG) investment positions to support strategic investment operations ... his/her assigned area(s) of responsibility. * Communicates identified risks and financial implications to management. * Ensures completion of responsibilities in an… more
- Lincoln Financial Group (Charleston, WV)
- …Analyst to support the Investment Accounting and Reporting Team at Lincoln Financial Group. The Investment Accounting and Reporting team is a highly visible ... team you will gain experience in a wide array of areas including financial reporting, investment accounting, financial analysis, amongst other valuable skills.… more
- Lincoln Financial Group (Charleston, WV)
- …Plan Services (RPS) business line. You will lead and oversee the overall analysis of financial information for the RPS business and ensure that it is delivered in a ... data/information for decision support. You will also develop the overall Financial Analysis departmental strategy and provide highly specialized expertise to senior… more
- Lincoln Financial Group (Charleston, WV)
- …+ Identifies and analyzes complex datasets, variances, and trends in financial and business operations then formulates and communicates recommendations to support ... analysis including R, Python, or similar language/tools. + Demonstrated strong relationship management skills with internal clients (eg senior management, peers, and… more