- Navy Federal Credit Union (Matthews, NC)
- …with members and internal/external sources + Execute customer and broker purchase/ sales orders of securities for current/new clients + Identify prospective ... and take remedial actions + Monitor, track and report performance of individual sales plans and assigned strategies for leadership + Participate in site audits of… more
- Truist (Charlotte, NC)
- …Team Lead II is an essential role within the Consumer and Small Business Banking . This leader is responsible for the monitoring and reporting regarding teammate ... sales practices behaviors, for providing subject matter expertise regarding...proficiency in basic computer applications, such as Microsoft Office software products Preferred Qualifications: Greensboro, NC or Richmond, Va… more
- US Bank (Charlotte, NC)
- …a large and critical group within Wealth, Corporate, Commercial, and Institutional Banking (WCIB) which focuses on capital solutions and financial products to ... rate products and/or commodities and also regulatory expectations including reporting, sales practices and FX global code. RESPONSIBILITIES Serves as a functional… more
- RELX INC (Raleigh, NC)
- …Support: Working closely with law firms, corporate legal departments, and software vendors to understand requirements and provide technical guidance. + ... stability, security, and compliance. + Collaboration: Partnering with Product, Engineering, and Sales teams to ensure our solutions align with customer needs and… more
- Lincoln Financial (Greensboro, NC)
- …analysis, or a related field, preferably within the financial services or investment banking industry. Experience working in a second line market risk oversight role ... programming skills (Python, VBA, SQL, etc.) *Working knowledge of visualization software such as Tableau, PowerBI, etc. *Proficiency with Microsoft Office Suite… more
- Truist (Charlotte, NC)
- …clients to resolve issues. Provide relevant product information and expertise to support sales effort 8. Adhere to and follow all applicable policies and procedures. ... 5. Demonstrated ability creating and implementing effective market strategies for banking clients 6. Prior experience in negotiations, project and vendor management… more
- USAA (Charlotte, NC)
- …compensation discipline, or related experience in HR, Finance, or business sales operations to include general business consulting/analysis experience or business ... HR laws. + Advanced knowledge of Microsoft Office products and other software to be used to develop analysis, charts, and/or supporting documentation. **Knowledge… more
- Lincoln Financial (Charlotte, NC)
- …analysis, or a related field, preferably within the financial services or investment banking industry. Experience working in a second line market risk oversight role ... programming skills (Python, VBA, SQL, etc.) + Working knowledge of visualization software such as Tableau, PowerBI, etc. + Proficiency with Microsoft Office Suite… more
- RELX INC (Raleigh, NC)
- …in strategic partnerships, business development, or related roles within legal technology, software , or professional services. . Ability to work with colleagues in ... Editorial, Product Services and Fulfillment, Marketing and Sales to ensure successful implementation and maintenance of alliance products and solutions . Display… more
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