- Raymond James Financial, Inc. (Charlotte, NC)
- …Trainee will balance new client development, sales activities, investment management, customer service and compliance with personal and professional growth and ... required production. + Provides a high level of client service . + Manages the full scope of a client...and developing niches. + Recommends investment products, solutions, and services that are suitable for prospects and clients based… more
- Truist (Charlotte, NC)
- …education and related training 2. 7 years of experience in the financial services industry or large sales/ service corporation leading corporate function 3. 3+ ... in a business-related field 2. Ten years of experience in the financial services industry 3. Project Management Professional (PMP) Certification or Agile 4.… more
- Navy Federal Credit Union (Matthews, NC)
- Overview To provide financial consulting services to assist members and non-members with identifying their financial goals and objectives via telephone or video ... as a catalyst for the promotion and growth of NFIS products and services . Recommend appropriate mixture(s) of insurance/investment products and services to… more
- Regions Bank (Charlotte, NC)
- …engineers, and governance teams to co-create scalable and secure solutions meeting banking / financial services Risk and Compliance standards. Provide ... of private/on-premises cloud, public cloud (AWS, Microsoft Azure etc.) and Software -as-a- service (Saas) technologies. + Applies enterprise architecture practices… more
- City National Bank (Charlotte, NC)
- …including FIRREA, Interagency Appraisal and Evaluation Guidelines, Uniform Standards of Professional Appraisal Practice (USPAP) and internal Bank policies, as well ... * Minimum 5 years of experience in real estate, banking or financial industry * Property/ Real Estate Management/...* Proficiency with Microsoft Word, Excel and cash flow software applications such as Argus; familiarity with appraisal order… more
- DR Horton, Inc. (High Point, NC)
- …time move-up markets. The Company also provides mortgage financing and title services for homebuyers through its mortgage and title subsidiaries. Please visit our ... Inc. is currently looking for a*_Mortgage Loan Originator_*for their Financial Services Branch. The right candidate will promote and provide business development,… more
- Truist (Charlotte, NC)
- … Professional (PMP) certification + Five years of financial services -related experience, specifically in capital markets **General Description of Available ... team supporting Capital Markets Technology within the Corporate & Investment Banking (CIB) division. This individual contributor role plays a critical part… more
- Regions Bank (Charlotte, NC)
- …or related degree + Two (2) years of project management experience **Preferences** + Banking or financial services experience + Certified Scrum Master (CSM) + ... the Enterprise related but not limited to network upgrades, hardware installations, software and app development, data management to include data integration and… more
- PennyMac (Cary, NC)
- …in using agile reporting tools like JIRA & Confluence + Experience in financial services , mortgage banking , and/or consulting is desired + Agile, Scaled Agile, ... PENNYMAC Pennymac (NYSE: PFSI) is a specialty financial services firm with a comprehensive mortgage platform and integrated business focused on the production and… more
- Truist (Raleigh, NC)
- …of education and professional experience + Three or more years of banking , financial services , digital, or other relevant work experience + Two or ... skills + Solid understanding of trends in technology and in the financial services industry + Ability to learn and translate technically complex concepts into… more