- City National Bank (Charlotte, NC)
- …all Bank products and services in order to establish a total client banking relationship . Discusses financing opportunities and general business conditions; may ... * RELATIONSHIP MANAGER SENIOR CB* WHAT IS THE OPPORTUNITY?...minimize loss exposure. * May serve as a product specialist acting as a technical consultant to clients and… more
- Regions Bank (Charlotte, NC)
- …applications + Partners with Information Technology and Sales Force Customer Relationship Management (CRM) on data integration projects and troubleshooting + ... track and release work **Preferences** + SalesForce Marketing Cloud Email Specialist or Developer certification + Experience working with Agile development… more
- Regions Bank (Charlotte, NC)
- …system. **Job Description:** At Regions, the Credit Products Real Estate Product Specialist is a client-facing role, partnering directly with coverage on the ... + Completion of a corporate credit training program (or equivalent corporate banking /finance or real estate experience) + Strong understanding of loan structuring… more
- Pegasystems (Charlotte, NC)
- FS Application Sales Specialist Job Category: Sales Location: US - Massachusetts - Remote | US - New York - Remote | US - North Carolina - Remote | US - Texas - ... organizations. **What You'll Do at Pega:** + Develop a trusted advisor relationship with multiple stakeholders across the client organization + Leverage deep FS… more
- CIBC (King, NC)
- We're building a relationship -oriented bank for the modern world. We need talented, passionate professionals who are dedicated to doing what's right for our clients. ... work in the Mortgage Contact Centre team. As a Mortgage Solutions Pre-Approval Specialist you will focus on preapproving mortgages for new clients along with… more
- Truist (Raleigh, NC)
- …functions. 1. Seven years in the role as a Fiduciary Support Specialist , trust experience, investment, banking or financial planning-related client service ... fosters cooperation, trust and group identity 6. Excellent interpersonal and relationship management skills 7. Excellent oral and written communication skills 8.… more
- Truist (Charlotte, NC)
- …partners (Borrowers, Lenders, Internal and External Counsel, Credit Risk, Portfolio and Relationship Management Teams, etc.) as it relates to the execution and ... and associated risks within the supported portfolios for a large, complex banking organization. Portfolios supported are ASG, ABL, CIB, CCB, Dealer Finance, CRE,… more
- NTT America, Inc. (Raleigh, NC)
- …Familiar with a variety of Channels concepts and procedures + Excellent relationship development and management skills both internally and externally + Interpersonal ... DATA recruiters will never ask job seekers or candidates for payment or banking information during the recruitment process, for any reason. Please remain vigilant of… more
- Truist (Greensboro, NC)
- …of America) **Please review the following job description:** Serve as primary relationship manager for a portfolio of financially complex client relationships within ... delivery of a broad range of retail solutions including banking , mortgage, planning, investments, and insurance services. Leverage the...from time to time. 1. Serve as the primary relationship manager for a portfolio of mass affluent clients.… more
- TD Bank (Charlotte, NC)
- …and the Wealth Lending Advisors (WLA) support the lending activities of Wealth Banking .** **In this position, the Compliance Specialist will be supporting the ... Institutional and Mass Affluent clients of TD Bank, NA encompassing banking , custom credit, asset management, securities, investment advisory and insurance) through… more