- Kyndryl (Raleigh, NC)
- …will also be leading the overall client engagement and delivering high quality client work alongside senior client stakeholders. Working in a transaction ... and ultimately supporting execution. Partners will be focused on financial impact, utilization and contribution, client impact...the 'go to' person and a trusted advisor by senior executives + Leading C-level client interactions… more
- BMO Financial Group (NC)
- …growth initiatives for the Bank through significant business development and excellent management of key client relationships. Maintains an outstanding and ... input into business decisions as a trusted advisor. + Makes recommendations to senior leaders on strategy and new initiatives, based on an in-depth understanding of… more
- First Horizon Bank (Hickory, NC)
- …collateral, guarantees, etc.) which appropriately protects the bank + Work with Management to recognize client needs and matching the bank's capabilities ... communicating with clients and identifying portfolio weaknesses and trends and alerting management (Group Manager, Market President, Senior Credit Officer) to… more
- Bank of America (Charlotte, NC)
- …credit quality and the approval process through their interaction with Risk Management Officers and Senior Management . **Responsibilities:** + Evaluates ... monitoring of client portfolios, ensuring accurate and timely analysis of financial statements, assignment of risk ratings, and required client reviews.… more
- Wells Fargo (Charlotte, NC)
- …highly complex or strategic modifications, renewals, and refinancings, including assessing a client 's financial position and risk level for both prospective ... CB and CIB Market Coverage and Specialized Industry relationship management teams to service new and existing clients, drive...and drive portfolio growth + Skilled in interpreting complex financial statements and credit metrics to assess client… more
- Bank of America (Charlotte, NC)
- …education, legacy, and other life goals through investment advice and guidance. Merrill's Financial Advisors and Wealth Management Client Associates help ... client onboarding and resolving escalations + Assists the Financial Advisor team and/or Senior Business Managers...+ Account Management + Business Acumen + Client Management + Client Solutions… more
- Truist (Charlotte, NC)
- …support of both client activities and risk mitigation strategies. + Supports senior teammates in management of the portfolio with responsibilities including ... where appropriate. Actively manages portfolio risk through risk rating integrity, client reviews, watchlist management , and amendments/waivers, as well as… more
- Truist (Raleigh, NC)
- …education requirements are met where needed + 8 or more years of sales and client management experience in Wealth Management and a demonstrated ability to ... etc., using a team approach to deliver solutions to client 's financial needs and to enhance existing...CPA + 5 or more years of sales and client management experience in the Wealth … more
- ManpowerGroup (Raleigh, NC)
- …customer service. Ensures client requests are conveyed to the appropriate PCI management resource and met in accordance with management direction. + On ... the business case. Comfortable dealing with all levels of management and clients, respected by peers and clients. +...offerings and is comfortable exploring potential leads while at client sites. ** Senior Calibration Technician** (in addition… more
- Bank of America (Charlotte, NC)
- …Payables. Internal contacts will include client management , fulfillment, contract management , product management , and senior management teams. ... is responsible for leading product experts supporting Global Transaction Services in client engagements, account management , closing complex and high dollar… more