- JPMorgan Chase (Raleigh, NC)
- …Capabilities, and Skills** + Six plus years of work experience in Private Banking or Financial Services + Bachelor's Degree required + Series 7, 66 and Insurance ... their wealth. You will use your knowledge of investments, financial planning, credit and banking to both advise current...all aspects of their balance sheet and generate new client acquisition. You will be part of a local… more
- Datavant (Raleigh, NC)
- …Global and Remote processing + Maintain high customer retention and satisfaction as a partner + Manage Risk and Client Termination/Losses + Measure and monitor ... adept at neutralizing threats, competitive differentiation, and opportunities to partner with other vendors to expand our business footprint...processes and all technology that are used to deliver services to clients. + Ensure the client … more
- Mass Markets (NC)
- …and a focus on innovation, we have established ourselves as a trusted partner in the industry. We are seeking a detail-oriented and hands-onManager of Accountingto ... oversee daily accounting operations and ensure accurate financial reporting. This role is dedicated to supporting ourMarketForce team, playing a critical part in… more
- Mass Markets (NC)
- …services , and consulting/software solutions + Strong business acumen, financial literacy, and strategic planning capabilities + Exceptional communication, ... on innovation, we have established ourselves as a trusted partner in the industry. We are seeking a dynamic,...diverse markets and verticals to drive top-line growth. + Client Engagement & Relationship Management Cultivate relationships with key… more
- PNC (Charlotte, NC)
- …responsibilities may be performed remotely, at manager's discretion. Commercial Banking provides financial services , both in and out of PNC's branch footprint, ... within the marketplace. You will serve as a strategic partner to clients by adding value and providing best-in-class...to bring the full range of PNC's products and services to the client . Assists other team… more
- Banc of California (Durham, NC)
- …Banc of California offers a broad range of loan and deposit products and services , with full- service branches throughout California and Denver, Colorado, as well ... service agreements and supporting documents for each new client . + Work collaboratively with onboarding team to ensure...business opportunities + Strong knowledge of an array of financial products and services and a good… more
- Synchrony (Charlotte, NC)
- …years of experience in Technology/Engineering + Minimum 8 years' experience in financial services /banking, with a focus on architecting and designing ... client introductions, M&A activities, and SYF Ventures + Partner with BS&D organization to make sure engineering strategies...hires (Level 4-7) must have 9 months of continuous service with the company before they are eligible to… more
- Norstella (Raleigh, NC)
- …Evaluate:** Evaluate is a global company providing outstanding market intelligence services for the Pharmaceutical, Medical Device, Financial and Consulting ... sales within your client base * Collaborate with your customer success partner (s) as well as sales leaders, solution consulting, marketing and others to devise… 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 ... tailored financing solutions and drive portfolio growth + Skilled in interpreting complex financial statements and credit metrics to assess client risk and… more
- Paychex (Raleigh, NC)
- …PEO products and services by developing new clients and increasing the client base to increase profits in the PEO Sales organization. Responsibilities + Under ... products are appropriate and referring to the correct sales partner to ensure client satisfaction. + Completing...procedures to ensure a smooth transition onto the PEO service . Expediting the resolution of client problems… more