Jon Cornett-Mckee Email & Phone Number

Charlotte, NC, US

Charlotte, NC, US

Partner with Relationship Managers to develop and recommend industry research and insights for prospect and client meetings. Develop strategies to grow business in the market using portfolio analytics and sales tools. Enable the market to achieve growth targets by developing consistent execution tactics and inspection routines. Act as a client advisor.

Charlotte, NC, US

Responsible for managing day to day relationships with clients. The primary responsibilities include retaining existing revenue, seeking opportunities to deepen solutions per relationship, manage pricing & profitability, and direct phone/web-based clients calling. The TAM will liaise regularly with local IAs on fulfillment request & dedicated Bronze.

Charlotte, NC, US

The Sales Support and Treasury Associates (SSTA) is responsible for supporting Relationships Managers and Treasury Sales Officer’s in various client activities. The SSTA will assist with identifying, scoping, and presenting treasury solutions to Commercial clients with focus on developing new treasury business and expanding current client relationships..

We are a family focused travel agency that specializes in Disney Destinations, Universal Orlando, Sandals and Beaches Resorts and all major Cruise Lines. We have been named by Disney as a EarMarked Agency, meaning we excel in service for our clients and their families.

Charlotte, NC, US

Responsible for sales management and revenue generation, by leading, encouraging and guidingbranch associates. Proactively contact clients and prospects to identify additional financial needs, initiate client relationships and attract and retain new client households and small business relationships. Initiate, direct and participate in outside retail and.

Charlotte, NC, US

Directly manage five full-time and two part-time employees, conducts performance reviews,coaching to increase sales and performance. Also, responsible for all hiring activities of thebranch. Managed 2 Branch Locations in Lynchburg, VA from May 2015 – April 2016. Responsible for driving branch performance results, through effective use of the Needs.

Roanoke, Virginia, US

Direct, develop and motivate Call Center personnel ensuring that employees maximize memberrelationships. Coaching Employees for excellence.Monitor all Inbound and Outbound Call Center activity for compliance to applicable regulations and adherence to organizational policy and procedures in regard to loans, new accounts, and documents prepared by Call.

Charlotte, NC, US

Provide a superior client service experience while assisting in and supporting all aspects of service and sales-related activities in the branch. Develop new and strengthen/expand existing personal and business client relationships through daily client relationship management, providing financial solutions that meet clients' needs and goals, penetrating.