- SMBC (Charlotte, NC)
- …to its corporate, institutional, and municipal clients. It connects a diverse client base to local markets and the organization's extensive global network. The ... incentive award. In addition to cash compensation, SMBC offers a competitive portfolio of benefits to its employees. **Role Description** The Test and Release… more
- ZOLL Medical Corporation (Asheville, NC)
- …cardiopulmonary and respiratory conditions.ZOLL Cardiac Management Solutions offers a unique portfolio of novel technologies designed to deliver better insights and ... Degree required + At least three (3) years of field sales experience - client focus within cardiology, medical device and/or pharma industriesrequired + Five or more… more
- Truist (Greensboro, NC)
- …following job description:** Serve as primary relationship manager for a portfolio of financially complex client relationships within the defined mass ... time to time. 1. Serve as the primary relationship manager for a portfolio of mass affluent...and seamless approach to developing, servicing and enhancing the client portfolio . Serve as an advocate for… more
- Citizens (Charlotte, NC)
- …data, and strategic insights to help them get there. As a Corporate Banking Portfolio Manager II, you will be responsible for credit underwriting, monitoring, ... supervisory intervention. + Exhibit expert knowledge of clients/credits included in the portfolio when interacting with peers, Relationship Manager , team leader,… more
- City National Bank (Charlotte, NC)
- …staff development needs and provides educational/training opportunities. * Assists the Credit Manager in departmental reporting of past dues, portfolio reviews, ... analysis, pricing and adherence to Bank policies. * Attends client meetings at Relationship Manager , Team ...findings with the Relationship Manager and CBS Manager , where necessary. * Performs portfolio reviews… more
- Bank of America (Charlotte, NC)
- …through investment advice and guidance. Merrill's Financial Advisors and Wealth Management Client Associates help clients pursue the life they envision through a ... and/or Advisor Team(s) overall investment management philosophy through the development of portfolio analysis and expertise in a wide range of investment product… more
- IBM (Durham, NC)
- …adhering to defined scope and performance measurements . Partners with the Portfolio Executive to ensure effective client stakeholder management . Provides ... innovation roadmap . Accountable for designing and delivering to client and Portfolio Executive, accurate and validated.... . Work in partnership with the Delivery Center Manager /s and leadership teams to successfully provide required services… more
- Huntington National Bank (Charlotte, NC)
- Description As an Associate Director - Corporate Mortgage Finance Group Portfolio Manager , you will be responsible for underwriting CMF Lending facilities, ... assisting with legal documentation reviews as well as monitoring client performance to ensure compliance with the Policies and Procedures of Huntington's Corporate… more
- Truist (Charlotte, NC)
- …spreading financial statements and risk ratings. 50% 2. Works with Portfolio Manager to build financial models based on client profile, industry dynamics, ... issues and developing remediation, underwriting and approving credit as designated by Portfolio Manager . **Essential Duties:** Following is a summary of the… more
- Public Consulting Group (Charlotte, NC)
- …to operations as business needs change. + Serve as the direct project manager for assigned projects. ** Client Engagement & Satisfaction** + Uphold high ... across the public sector. To learn more, visit www.publicconsultinggroup.com . **Sr. Manager , Operations and Service Delivery** The Sr. Manager , Operations and… more