- JPMorgan Chase (Concord, NC)
- …providing education and advice tailored to suit their financial needs. As a Private Client Banker in Branch Banking, you are the main point of contact for a select ... needs + Partners with Specialists (Private Client Advisors, Mortgage Bankers and Business Relationship Managers) to connect customers to experts who can help them… more
- Wells Fargo (Charlotte, NC)
- **About this role:** Wells Fargo is seeking an Private Mortgage Banker (SAFE) in Consumer Lending as part of Home Lending. Learn more about our career areas and ... lines of business at wellsfargojobs.com (https://www.wellsfargojobs.com/career-areas/) . **In this role, you will:** + Participate in soliciting residential… more
- PNC (Archdale, NC)
- …and have an opportunity to contribute to the company's success. As a Personal Banker within PNC's Retail Banking organization, you will be based in Archdale, NC. PNC ... customer needs and satisfaction as primary considerations in all business decisions and able to leverage that information in...effectively managing all of the risks associated with their business objectives and activities to ensure they adhere to… more
- PNC (Asheboro, NC)
- …have an opportunity to contribute to the company's success. As a Regional Banker /Teller within PNC's Retail Banking organization, you will be based in Asheboro, NC]. ... customer needs and satisfaction as primary considerations in all business decisions and able to leverage that information in...effectively managing all of the risks associated with their business objectives and activities to ensure they adhere to… more
- Truist (Greensboro, NC)
- …changing economic, legal, financial planning, investment trends and general market and business issues impacting mass affluent clients. Serve as a personal financial ... update sales activity, pipeline and other pertinent information using the bank 's contact management system. 5. Establish and maintain excellent working relationships… more
- Truist (Mint Hill, NC)
- …meet client needs based on consultative conversations and referrals to other business partners for additional business growth opportunities. Cross-trained to ... Participates fully in all components of the established Truist Retail Community Bank Leadership Routines 5. Commits to advancing individual knowledge of sales… more
- Truist (Charlotte, NC)
- …Participate fully in all components of the established Truist Retail Community Bank Leadership Routines. 6. Commit to advancing individual and product knowledge to ... better serve consumer and business clients by attending sales, service and product knowledge...clients and client relationship building 4. General understanding of bank operations, policies and procedures **General Description of Available… more
- Truist (Greensboro, NC)
- …Advisory teams as appropriate to create the optimal client experience. Refer business and personal financial needs of assigned clients through the appropriate ... on Integrated Relationship Management (IRM) principles. Include the identification of all business and personal financial needs and bring in the appropriate partners… more
- Wells Fargo (Charlotte, NC)
- …and commercial assets including equipment, transportation (eg, aircraft, container, railcar), whole business , fiber and cell tower. The candidate will assist in the ... escalation, as well as making sound risk decisions commensurate with the business unit's risk appetite and all risk and compliance program requirements. Candidates… more
- Truist (Charlotte, NC)
- …Advisory teams as appropriate to create the optimal client experience. Refer business and personal financial needs of assigned clients through the appropriate ... on Integrated Relationship Management (IRM) principles. Include the identification of all business and personal financial needs and bring in the appropriate partners… more