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Achieving sales goals while serving the clients' best interests. Plan and conduct individual and group coaching sessions with retail bank employees. Develop and conduct client meetings to review existing accounts and close sales individually and jointly with licensed bankers. Handle daily client needs and problems and prioritize and delegate tasks to resolve. Post appoint
Posted 22 days ago
In our 'always on' world, it's essential to have a genuine connection with the work you do. The Assistant Plant Financial Controller will partner with plant operations and be a critical leader in the oversight and management of the daily finance responsibilities associated with the Plant Operations at our Claremont, NC, facility. As a Business Partner, they will proactive
Posted 25 days ago
OF POSITION A Financial Advisor should demonstrate commitment to delivering distinctive service. The position is responsible for managing a portfolio of existing Firm clients and development of new business through aggressive solicitation of identified qualified prospects. Through this process, become the primary financial advisor for a portfolio of clients which would inc
Posted 29 days ago
Surgery Partners
- Brentwood, TN / Memphis, TN / Birmingham, AL / 7 more...
Are you located outside of Nashville? If so, no worries! This role can be performed remotely, from anywhere within the states!! JOB TITLE Leave Advisor GENERAL SUMMARY OF DUTIES The Leave Advisor will be responsible for processing and administering leave requests and accommodations that arise under the Family and Medical Leave Act (FMLA), the Americans with Disabilities A
Posted 19 days ago
Alight Is Looking for a Financial Advisor Our story At Alight, we believe a company's success starts with its people. At our core, we Champion People, help our colleagues Grow with Purpose and true to our name we encourage colleagues to "Be Alight." Our Values Champion People be empathetic and help create a place where everyone belongs. Grow with purpose Be inspired by ou
Posted 1 month ago
Primary Duties and Responsibilities (details of the basic job functions) Provides support services to members including greeting, servicing and selling travel and membership products (car, hotel, basic tour packages, etc.), generating leads, updating members on travel and insurance specials and providing travel information including triptiks, tour books, maps, etc. Respon
Posted 19 days ago
OF POSITION A Mortgage Advisor should demonstrate commitment to delivering distinctive service. This position will be responsible for originating substantial mortgage loan volume and loan revenue in accordance with Pinnacle's values and mission as well as investor underwriting guidelines to assure timely loan funding and comply with all state, federal and investor complian
Posted 29 days ago
OF POSITION A Credit Advisor should demonstrate commitment to delivering distinctive service. The position will be responsible for providing the credit analysis and underwriting for new and renewed credit requests. This position is also responsible for ongoing portfolio management and preparation of underwriting documentation. The Credit Advisor may become eligible to rece
Posted 29 days ago
Primary Office Location 700 Holly Springs Road. Holly Springs, North Carolina. 27540. Join our team. Make a difference for us and for your future. Position Title Floating Relationship Banker Business Unit Retail Reports to Varies Based on Assignment Position Overview This position is expected to develop proficiency of basic consumer banking transactions, account servicing
Posted 14 days ago
OF POSITION A Financial Advisor should demonstrate commitment to delivering distinctive service. The position is responsible for managing a portfolio of existing Firm clients and development of new business through aggressive solicitation of identified qualified prospects. Through this process, become the primary financial advisor for a portfolio of clients which would inc
Posted 29 days ago
OF POSITION A Financial Advisor should demonstrate commitment to delivering distinctive service. The position is responsible for managing a portfolio of existing Firm clients and development of new business through aggressive solicitation of identified qualified prospects. Through this process, become the primary financial advisor for a portfolio of clients which would inc
Posted 29 days ago
Pinnacle Bank
- Winston Salem, NC
OF POSITION A Financial Advisor should demonstrate commitment to delivering distinctive service. The position is responsible for managing a portfolio of existing Firm clients and development of new business through aggressive solicitation of identified qualified prospects. Through this process, become the primary financial advisor for a portfolio of clients which would inc
Posted 29 days ago
OF POSITION A Financial Advisor should demonstrate commitment to delivering distinctive service. The position is responsible for managing a portfolio of existing Firm clients and development of new business through aggressive solicitation of identified qualified prospects. Through this process, become the primary financial advisor for a portfolio of clients which would inc
Posted 29 days ago
Primary Office Location 3500 Mt. Holly Huntersville Road. Charlotte, North Carolina. 28216. Join our team. Make a difference for us and for your future. Position Title Floating Senior Relationship Banker Business Unit Retail Reports to Varies Based on Assignment Position Overview This position is primarily responsible for the execution of traditional consumer banking asks
Posted 19 days ago
Pinnacle Bank
- Asheville, NC / Winston Salem, NC / Charlotte, NC / 2 more...
OF POSITION A Financial Consultant should demonstrate commitment to delivering distinctive service. This position will be responsible for building and managing of investment portfolios at Pinnacle Asset Management. This position will serve as an advisor to clients, providing effective financial advice and counsel consistent with the client's objectives, time horizon, and r
Posted 29 days ago
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