- Truist (Charlotte, NC)
- …efforts to serve the retail banking needs of our clients' owners/ management /teammates (eg Private Wealth Management , Truist@Work Financial Wellness, ... and prospective clients with $75MM to $500MM in annual sales . Leverage the CCB Industry & Advisory teams as...4. Proactively contact clients to fully develop middle market banking relationships by executing on Integrated Relationship Management… more
- First Horizon Bank (Charlotte, NC)
- …its subsidiaries offer commercial, private banking , consumer, small business, wealth and trust management , retail brokerage, capital markets, fixed income, ... of: * Constructing processes for financial analysis, reporting, and data management * Summarizing key findings and preparing succinct presentations for senior… more
- Bank of America (Huntersville, NC)
- …need to be successful. Make a difference where it counts by joining our industry-leading wealth management team at Bank of America and Merrill. We're looking for ... advisors the opportunity to pursue a career within Merrill Wealth Management . Once you have honed your...partner and promote lead generation. * Experience balancing investment management , sales activities and new client development.… more
- First Horizon Bank (Raleigh, NC)
- …its subsidiaries offer commercial, private banking , consumer, small business, wealth and trust management , retail brokerage, capital markets, fixed income, ... Works with product team to research, identify, and implement appropriate products sales strategies to identify opportunities for meeting goals * Coordinates the… more
- Bank of America (Chapel Hill, NC)
- …role provides experienced advisors the opportunity to pursue a career within Merrill Wealth Management . Once you have honed your skills and demonstrated success ... Proven ability to partner and promote lead generation Experience balancing investment management , sales activities, and new client development Strong computer… more
- First Horizon Bank (Charlotte, NC)
- …its subsidiaries offer commercial, private banking , consumer, small business, wealth and trust management , retail brokerage, capital markets, fixed income, ... Works with product team to research, identify, and implement appropriate products sales strategies to identify opportunities for meeting goals. * Coordinates the… more
- First Horizon Bank (Raleigh, NC)
- …its subsidiaries offer commercial, private banking , consumer, small business, wealth and trust management , retail brokerage, capital markets, fixed income, ... a portfolio of moderately complex to complex trusts, estate accounts and sales efforts while generating income through effective control and administration of… more
- Truist (Charlotte, NC)
- …including Investment Banking and Capital Markets (IBCM), Commercial and Corporate Banking (CCB), Commercial Real Estate, and Wealth . Total group revenue ... skills 7. Advanced skills in written and oral communications and interpersonal relationship management 8. Solid analytical and sales skills 9. Comfort working in… more
- Zions Bancorporation (Charlotte, NC)
- …and middle-market banking , the Bank's 500+ client managers and 200+ wealth advisors have vigorous client development strategies that feed into Zions Capital ... NC. Essential Functions: + Collaborate with teams across Derivative Trading/ Sales Front Office, Technology & Operations Services, Compliance, Legal, Market… more
- First Horizon Bank (Raleigh, NC)
- …its subsidiaries offer commercial, private banking , consumer, small business, wealth and trust management , retail brokerage, capital markets, fixed income, ... & Health. Other financial certifications strongly encouraged. * Excellent consultative sales skills, with demonstrated business development track record. * Strong… more