Jobs near Winston Salem: 1,694
RS
Relevance Score ranked on: CLIENT RELATIONS
Universal Banker - Reynolda Rd
Winston-Salem
Provide timely and efficient completion of client transactions while maintaining accurate records and thorough proper handling of all monies assigned. Deliver superior quality service, identifying and understanding the client’s financial needs. Cross-trained to support sales and service activities, w...
Search Terms: Universal Banker, Client Relations, Relationship, Banker, Operations
83.5
0mi
Updated: September 17
Universal Banker- Reynolda Road
Winston-Salem
Provide timely and efficient completion of client transactions while maintaining accurate records and thorough proper handling of all monies assigned. Deliver superior quality service, identifying and understanding the client’s financial needs. Cross-trained to support sales and service activities, w...
Search Terms: Universal Banker, Client Relations, Relationship, Banker, Operations
82.6
0mi
Updated: September 13
Universal Banker - Winston Salem Main
Winston-Salem
Provide timely and efficient completion of client transactions while maintaining accurate records and thorough proper handling of all monies assigned. Deliver superior quality service, identifying and understanding the client’s financial needs. Cross-trained to support sales and service activities, w...
Search Terms: Universal Banker, Client Relations, Relationship, Banker, Operations
81.8
0mi
Updated: September 07
Specialty PEO Underwriter
High Point
Solicits, writes and retains profitable PEO accounts that require an in-depth underwriting analysis and sound judgment. Markets Key Risk specialty products and services to the agents and participates in agency management process. Underwrites new and renewal PEO accounts to sub-limits in personal auth...
Search Terms: Underwriter, Writer, Client Service, Client Relations, Underwriting
75.6
14mi
Updated: September 19
Relationship Banker - Reynolda Rd
Winston-Salem
Responsible for providing an industry leading client service experience both in person and on the phone through the development and expansion of new and existing client relationships. Provides financial solutions that meet client needs based on consultative conversations and referrals to other busine...
Search Terms: Relationship Banker, Relationship, Banker, Client Service, Client Relations
72.5
0mi
Updated: September 06
Block Advisors Tax Advisor
Winston Salem
Build year-round client relationships. Provide tax preparation, tax audit support and tax planning year-round. Create confidence in our clients by conducing tax interviews face to face and through virtual tools – (video conferencing, phone, chat, email)Generate business growth, increase client retent...
Search Terms: Advisor, Tax, Client Relations, Accounting, Banking
70.5
0mi
Updated: September 12
Sheffield Client Development Officer II
Winston-Salem
Develop and maintain positive client relationships with existing manufacturers, distributors and dealers through in-person meetings, phone contact and written communications. Acquire new manufacturers and industries. Increase loan penetration with dealers. ESSENTIAL DUTIES AND RESPONSIBILITIES - Fol...
Search Terms: Officer, Development, Client Relations, Banking, Business Services
70
0mi
Updated: September 07
Business Analyst, PRCM
Winston Salem
Under the minimal direction of a Manager, the Business Analyst (BA) is a key member of the PFM account team. The BA works directly with the client to manage the client’s third-party prescription receivables in accordance with generally accepted accounting principles (GAAP). The Business Analyst perfo...
Search Terms: Business Analyst, Business, Analyst, Accounting, Transaction
69.4
0mi
Updated: August 30
Financial Advisor, Truist Investment Services, Triad NC (Greensboro, Winston-Salem, High Point)
High Point
Actively source, deepen, grow and retain client relationships by providing distinctive and personalized investment advice, covering a wide range of products and solutions that are driven by clients' individual goals, risk tolerances and best interests. Advises clients and prospective clients with a f...
Search Terms: Financial Advisor, Investment, Financial, Insurance Sales, Advisor
68.6
15mi
Updated: September 03
Reporting Analyst, PFM Exceptions Management
Winston Salem
Under the direction of a Supervisor, the Reporting Analyst in PFM Exceptions Management works directly with the client to manage the past due balances of the client’s third-party prescription receivables. The Reporting Analyst performs detailed analysis to identify missing payment or data opportuniti...
Search Terms: Reporting Analyst, Management, Analyst, Accounting, Reporting
68.4
0mi
Updated: August 07
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