- Raymond James Financial, Inc. (Charlotte, NC)
- …policies, mission, strategies, and compliance guidelines. **Skill in** + Operating client relationship manager system and other required software applications to ... Advisors for success. In conjunction with a Mentor, Branch Manager , and/or a team of Financial Advisors, the Financial...overall company revenue goals. + Develops a book of business consistent with AMP program goals for assets under… more
- Truist (Raleigh, NC)
- …or Law 2. 10 + years of fiduciary experience, with a focus on business development and relationship management 3. Effective communication skills both verbal and ... time. 1. Engage with the Wealth Advisor and Investment Manager as a team to provide advice and solutions...15+ Years of fiduciary experience with a focus on business development and relationship management **General Description… more
- Wells Fargo (Charlotte, NC)
- …Corporate Banking 's broader objectives. **Supply Chain Finance:** Product-focused credit business that provide specialized lending and leasing for CB and CIB ... Fargo is seeking a Global Financial Institutions Trade Leader (Credit Product Senior Manager ), who will drive strategic growth by leading a global team focused on… more
- Bank of America (Charlotte, NC)
- …Management + DataManagement/Technology + Technical Documentation + Attention to Detail + Business Acumen + Relationship Building + Coaching + Critical Thinking ... test work during highly complex audit activities for Lines of Business (LOBs). Key responsibilities include independently designing and executing audit tests,… more
- Bank of America (Charlotte, NC)
- …test work during highly complex audit activities for Lines of Business (LOBs). Key responsibilities include independently designing and executing audit tests, ... assessing issues for business impact and recommending severity ratings, and establishing ...5 years of general auditing experience, preferably within the Banking or Financial Services industry + Knowledge of payments… more
- Huntington National Bank (Winston Salem, NC)
- Description Summary: The Private Bank Wealth Advisor III is the primary client relationship manager in the Huntington Private Bank responsible for developing, ... days of hire + At least 5 years of wealth management/financial advisory/sales/ relationship management experience in banking , investment management, or insurance… more
- Truist (Raleigh, NC)
- …Knowledge of specific applications, technology platforms, programming languages, systems, or business segments 3. Banking or financial services experience. ... **Availability** Able to work all hours scheduled, including overtime as directed by manager /supervisor and required by business need. **Travel** Minimal and up… more
- US Bank (Charlotte, NC)
- …what you excel at-all from Day One. **Job Description** The Credit Portfolio Manager partners with assigned Relationship Manager (s) to successfully manage ... as directed by senior management by successfully closing new business relationships and retaining and expanding relationships with existing...other related field - 10 or more years of banking experience - Three or more years of management… more
- Bank of America (Charlotte, NC)
- …notices and industry limits) for the Global Markets and Wealth Management business divisions. They are responsible for the analysis and resolution of highly ... teams to review and maintain data dictionaries for completeness of business requirements and ensure completeness of all operational and reporting requirements… more
- Bank of America (Huntersville, NC)
- …both existing and prospective clients. In this role you will develop the relationship management skills necessary to operate in an Elite Growth Practice (EGP). From ... yours! * Build connections to grow your network and business . Starting at a Merrill branch, you'll interact with...that are in their best interest, such as core Banking , Investment & Life Priority (TM) solutions, through Bank… more