|
|
|
|
|
|
 |
|
|
|
|
|
|
matching records:47 | page1 of10
|
|
|
 | Sep 2, 2010,added today!
|
|
|
| Wealth Management Sales and Service Director |
| MECKLENBURG COUNTY, NC 28243 |
| Compensation: N/A |
|
|
| Job Requisition Number: 333668
Job Title: Wealth Management Sales and Service Director
Full Time/Part Time: Full Time
Location: 200 South College St.
Charlotte, North Carolina 28202-0000
Additional Job Details:
External Description:
Line of Business: WEALTH DIVISION Job Category: Upper Management PrimaryPurpose: Provide sales leadership to the Group Directors and wealth managementteams within the Wealth Management Division. Focus will be upon the bank'sexisting affluent clients and prospective clients. The sales and servicedirector will be responsible for effective execution of all sales and servicestrategies, which will assure the delivery of high quality, fully integratedfinancial services to the affluent segment. Help the bank realize its goal ofrapidly growing its wealth management revenue and profitability. EssentialDuties and Responsibilities: Following is a summary of the essential functionsfor this job. Other Duties may be performed, both major and minor, which are notmentioned below. Specific activities may change from time to time. 1. Executeson wealth management division sales and service strategies to include thedevelopment of the sales process, sales inspection of the teams, accountabilityof results and client interaction as appropriate to insure sales success;participates in the corporate planning process and profit planning of the wealthmanagement division; and directs timely action to insure achievement of statedgoals and objectives. 2. Makes or approves (within authority) recommendationsfor sales and service personnel regarding employment, performance appraisals,salary changes, promotions, transfers, terminations and staffing. 3. Assures theeffective integration of Wealth Management Advisors at the client level with thebanking network and fee based lines of business employees. (IntegratedRelationship Management) 4. Responsible for education and training of staffincluding licensure, general banking skills, specialty product training andteambuilding. 5. In conjunction with the Wealth Management AdministrativeManager insures that the sales and service personnel properly administerpersonal fiduciary accounts according to bank policy and are responsive to legalrequirements, compliance and client service. 6. At a high level, work with theWealth Management Division Manager to create synergy between Wealth ManagementTeams, BB&T Asset Management, Scott and Stringfellow, BB&T Insurance,BB&T Investment Services, and the BB&T Regional Presidents. 7.Participate with other members of the Wealth Management Senior Leadership Teamto develop ideas, products, strategies and services to meet the needs of theWealth Management client. 8. Stays abreast of legal and regulatory changes,industry trends and competition as it affects BB&T Wealth Managementbusiness. 9. Assist in the design and implementation of all strategies in thecreation of the BB&T Wealth Management Division. Insure successful selectionand integration of Group Directors, Team Leaders, Wealth Management Advisors,Trust Specialists and support staff. 10. Serves on committees as required andassumes additional responsibilities as requested. 11. Promotes the Bank's publicimage by participation in community, business and industry activities. RequiredSkills and Competencies: The requirements listed below are representative of theknowledge, skill and/or ability required. Reasonable accommodations may be madeto enable individuals with disabilities to perform the essential functions. 1.Bachelor's degree (or equivalent education and related training) and 10 yearsmanagement experience in the Wealth Management business. 2. Strong leadershipand sales skills. 3. Strong verbal and written communication skills. 4. Stronginterpersonal and relationship management skills. 5. Appropriate licensure forleading the sales and service teams of the Wealth Management Division. DesiredSkills 1. Advanced degree in law, financial management, trust or investments. 2.Broad experience in banking with good understanding of investments, loans anddeposits. 3. Proven ability in sales leadership leading 10 or more teams insales and service of Wealth Management related products. |
|
 Store Job
 Company Profile
 View / Apply |
|
|
|
|
|
|
| Sep 2, 2010,added today!
|
|
|
| SSI Financial Advisor |
| MECKLENBURG COUNTY, NC 28243 |
| Compensation: N/A |
|
|
| Job Requisition Number: 335964
Job Title: SSI Financial Advisor
Full Time/Part Time: Full Time
Location: 4500 Cameron Valley Pkwy
Charlotte, North Carolina 28211-0000
Additional Job Details:
External Description:
Line of Business: SCOTT & STRINGFELLOW Job Category: Sales PrimaryPurpose: Develops and maintains client relationships to meet branch andindividual sales and asset goals. This is achieved by assessing client needs,identifying the products available that meet the clients' needs, and convincingthe client to obtain the identified products through the assistance of theFinancial Advisor. Essential Duties and Responsibilities: Following is a summaryof the essential functions for this job. Other Duties may be performed, bothmajor and minor, which are not mentioned below. Specific activities may changefrom time to time. 1. Develops and maintains a profitable level of securitiessales that meet recognized needs of properly qualified customers and the firm'sneed for income. 2. Improves upon historical results through full timeconcentration upon the sales effort and an increased focus on developingrelationships with BB&T employees to foster relationships that generatereferrals of BB&T clients to Scott & Stringfellow. 3. Determinesspecific customer needs and sees that appropriate market transactions areexecuted on a timely basis. 4. Properly records transactions and inquiries, andsees that customer files are correctly completed and maintained to conform toregulatory policies. 5. Maintains an understanding of all products currentlyoffered by Scott & Stringfellow. 6. Conducts investment product educationalseminars for internal personnel, clients and potential clients. 7. Continuallyrecognizes an employee's responsibility to represent the total bank in allclient and outside relationships, and view every public contact as anopportunity to sell the total bank and all of its services through appropriatereferrals. 8. Performs all other duties and responsibilities as necessary and/or assigned. Required Skills and Competencies: The requirements listed beloware representative of the knowledge, skill and/or ability required. Reasonableaccommodations may be made to enable individuals with disabilities to performthe essential functions. 1. High School degree or equivalent education andrelated training. 2. Series 7, 63 and 65 or 66 and insurance licenses. 3.Demonstrated ability to persuade others. 4. Excellent interpersonal andcommunication skills. Desired Skills: 1. Associate's or Bachelor's degree. 2.Previous experience in a sales environment. |
|
|
Store Job
Company Profile
View / Apply |
|
|
|
|
|
|
| Sep 2, 2010,added today!
|
|
|
| Total Account Agent |
| MECKLENBURG COUNTY, NC 28243 |
| Compensation: N/A |
|
|
| Job Requisition Number: 337231
Job Title: Total Account Agent
Full Time/Part Time: Full Time
Location: 5925 Carnegie Blvd
Charlotte, North Carolina 28209-0000
Additional Job Details:
External Description:
Essential Duties and Responsibilities
* Service a Book of Business
* Ability to manage day-to-day client needs
* Ability to work effectively with primary constituents including marketingspecialist, account managers, producers, corporate staff, field office staff,etc. to make sound decisions and manage the customers business to the highstandards of our company
* Prepare and submit required paperwork for plan changes, renewals and newbusiness implementation
* Act as the liaison between the customer and our business to drive planimprovements, resolve issues, and continually improve customer relationships andexperience
* Conduct on-site client meetings, administrative training, enrollmentmeetings, etc.
* Ability to organize, prioritize, multitask and meet short deadlines in afast-paced work environment
* The ability to travel within the local market area served by the salesoffice and to other locations for client meetings, training and development asneeded
* Act as the liaison between the customer and our business to drive planimprovements, resolve issues, and continually improve customer relationships andexperiences
* Develop and manage effective primary relationships with key policyholdersthrough responsive communication, problem resolution, on-site visits, etc.continually exceeding customer expectations
* Maintain internal client database
* All other duties as assigned
Education/Training/Experience
·Bachelors Degree
* Three to five years of industry experiencerequired
* Experience managing customer business in a similar capacity within theinsurance industry, preferably within the employee benefits market segment fromdirect experience with other brokers or carriers
* Working knowledge of employee benefits for small, medium, and largeemployer business to include Medical, Vision, Dental, Life/AD&D, VoluntaryLife, STD, LTD, FSA, HSA, HRA, etc.)
* Knowledge of federal mandates and legislation (COBRA, FMLA, HIPAA, Sec125, Labor Laws, Medicare)
* Strong knowledge of Outlook, Word, Excel, PowerPoint, Publisher, varioussoftware-rating modules
* Experience with reporting and underwriting self-fundedgroups
* Life & HealthLicense |
|
|
Store Job
Company Profile
View / Apply |
|
|
|
|
|
|
| Sep 2, 2010,added today!
|
|
|
| IT Infrastructure Engineer II |
| MECKLENBURG COUNTY, NC 28243 |
| Compensation: N/A |
|
|
| Job Requisition Number: 339272
Job Title: IT Infrastructure Engineer II
Full Time/Part Time: Full Time
Location: 1263 Arrowpine Dr.
Charlotte, North Carolina 28273-0000
Additional Job Details: 10G147
External Description:
Line of Business: OPS - IT SERVICES Job Category: Professional PrimaryPurpose: Provide regional IT network field engineering support and facilitynetwork implementation infrastructure management for the entire enterprise.Provide project management to include planning, budgeting, scheduling,contractor management, and cost estimation on all facilities projects wherecommunication data and telephony infrastructure is required. Essential Dutiesand Responsibilities: Following is a summary of the essential functions for thisjob. Other Duties may be performed, both major and minor, which are notmentioned below. Specific activities may change from time to time. 1. Design,plan and implement network (voice and data) equipment layouts in all BB&Tcommunications rooms. 2. Determine appropriate measures for converting anyfacility into an approved BB&T communications site. 3. Perform site surveysof branch and corporate locations, document infrastructure constraints,recommend feasible solutions and outline associated cost for projects. 4.Obtain, monitor and manage all resources used to install or upgrade any BB&Tcommunications infrastructure project. 5. Perform 2nd level hardware andsoftware support for all BB&T communications infrastructure. 6. Performmentoring and training for junior level infrastructure engineers. 7. Performhigh-level contract oversight and job quality assurance for level one engineerswithin region. Required Skills and Competencies: The requirements listed beloware representative of the knowledge, skill and/or ability required. Reasonableaccommodations may be made to enable individuals with disabilities to performthe essential functions. 1. Associate's degree in communications field orequivalent education and related training 2. Two years of related experience 3.A+ Certification (core and Windows Elective) 4. Intermediate knowledge of localand wide area network topologies to include software and hardware 5.Intermediate knowledge of all standard Microsoft Operating Systems 6.Intermediate verbal and written communications skills 7. BICSI Techniciancertification or equivalent premise cabling experience 8. Ability to travel asneeded
Additional Job Description:
Configures, enhances and operates the enterprise networkinfrastructure, diagnostic tools, automation, and recovery systems usingstandard or proprietary scripting and utilities. Responsible for complexanalysis and resolution of escalated problems within the department.
1. Plans, organizes & implementsdailycustomer service requests
2. Consults with customers using configuration database,traffic analysis,
customers need analysis and product literature. Provides voicehardware pricing
3. Provides afterhour’s on-call availability forsupported infrastructure.10G147 |
|
|
Store Job
Company Profile
View / Apply |
|
|
|
|
|
|
| Sep 2, 2010,added today!
|
|
|
| TELLER |
| LINCOLN COUNTY, NC 28093 |
| Compensation: N/A |
|
|
| Job Requisition Number: 339335
Job Title: TELLER
Full Time/Part Time: Part Time
Location: 813 Main St
Lincolnton, North Carolina 28092-0000
Additional Job Details: ability to speak Spanish preferred
External Description:
Line of Business: BANKING NETWORK Job Category: Office / Administrative /Client Service Primary Purpose: Participate in daily operational function ofbranch Teller being responsible for delivery of superior quality service whileadhering to corporate, regulatory, and audit guidelines. Provide timely andefficient completion of client transactions while maintaining accurate recordsand thorough proper handling of all monies assigned. Proactively participate inthe sales/quality referral process of the branch as directed by management.Essential Duties and Responsibilities: Following is a summary of the essentialfunctions for this job. Other Duties may be performed, both major and minor,which are not mentioned below. Specific activities may change from time to time.1. Provide professional client service, which includes but is not limited to:performing accurate transactions, greeting the client, smiling, using theclient's name during the transaction, and thanking each client for his or herbusiness. Refer clients to other branch personnel as needed. 2. Perform thebasic transactions of a paying and receiving teller such as accepting depositsand loan payments, verifying cash and endorsements, cashing checks within limitsand obtaining further authorization when necessary, issuing money orders,cashiers checks, and redeeming savings bonds. 3. Prepare individual dailybalance of teller cash transactions as well as other reports as necessary. 4.Perform more complex transactions (with assistance as necessary) such as: a.Coupon Collection b. Issuing Official Checks/Money Orders c. Large CommercialDeposits d. Close Out Transactions e. Cash Advances 5. At the discretion anddirection of the supervisor, responsible for collecting his or her own cashitems. 6. Follow all operating procedures as outlined in Branch OperationsManual (BOM). 7. Handle proportionate volume of work based on branch demands.Required Skills and Competencies: The requirements listed below arerepresentative of the knowledge, skill and/or ability required. Reasonableaccommodations may be made to enable individuals with disabilities to performthe essential functions. 1. High School diploma or equivalent 2. Ability tocomplete teller training in required time frame 3. Demonstrated ability to read,follow written instructions and accurately complete written reports 4. Goodinterpersonal skills 5. Ability to use office machines and perform basicmathematical functions 6. Demonstrated ability to deliver good client serviceand provide team support 7. Ability to complete Bank training program for Teller8. Willingness to travel to accommodate temporary staffing needs as required 9.Capability to lift a minimum of 30 lbs 10. Ability to speak fluent Englishability to speak Spanish preferred |
|
|
Store Job
Company Profile
View / Apply |
|
|
|
|
|
|
|
|
 |
|
|
|
|
A partnership between the Lake Norman Chamber of Commerce and LOCALJOBS.COM LLC
|
©2004-2009 LOCALJOBS.COM LLC |
|
|
|
