- Deloitte (Charlotte, NC)
- …innovative solutions that help clients address complex profitability and financial analytics challenges. Key Responsibilities Client Engagement: Lead ... CIOs, and other key executives, providing strategic advice and implementing as-a- service solutions. We focus on enhancing finance operations and developing… more
- System One (Raleigh, NC)
- …(ECS) you will work in a team environment to craft compelling, client -centric and brand-aligned messaging and creative concepts. Projects will cross multiple ... both digital and print, requiring both long-form and short-form B2C and B2B financial industry experience, with a focus on workplace benefits. You will help convey… more
- Truist (Charlotte, NC)
- …process, and client service model. Focuses on optimizing products/ services , market position, experience, compliance, and financial return in alignment ... Oversees the performance of the consumer Deposits portfolio, including client experience and long-term growth. Identifies market share, wallet...2. 10+ years of work experience within Banking or Financial Services 3. 5+ years of experience… more
- First Horizon Bank (Asheboro, NC)
- …etc)** None required **About Us** First Horizon Corporation is a leading regional financial services company, dedicated to helping our clients, communities and ... confidential research and investigations of money laundering and other financial crimes. Must have in-depth knowledge of BSA/AML/OFAC regulations. **ESSENTIAL… more
- Bank of America (Charlotte, NC)
- …rapidly-evolving complex inventories, oversee multiple priorities and pivot quickly + 3+ years financial services experience + 2+ years of AML and/or KYC ... are guided by a common purpose to help make financial lives better through the power of every connection....Join us! **Job Description:** Anti-Money Laundering (AML) Know Your Customer/ Client Due Diligence (KYC/CDD) is part of the Global… more
- First Horizon Bank (Raleigh, NC)
- …$82.6 billion in assets as of September 30, 2024, is a leading regional financial services company, dedicated to helping our clients, communities and associates ... specialized strengths in the Transmit application to join our Client Identity development team. As a key member of...MFA. + Thorough understanding of RESTful and SOAP web services and the use of APIs for inter-application data… more
- Fifth Third Bank, NA (Charlotte, NC)
- …support from the Portfolio Managers. The Credit Analyst II is knowledgeable on financial and risk analysis and demonstrates proficiency in financial modeling. ... models and advising PMs of unforeseen obstacles that may impede meeting client expectations + Identify and determine monitoring analysis activities required + Verify… more
- Wells Fargo (Charlotte, NC)
- …for immediate registration (or FINRA recognized equivalents). + Experience in financial services , business development, or brokerage environments. + Knowledge ... in Financial Advisor (FA) productivity through training, education and client experience. The ideal candidate will bring deep knowledge of investment management,… more
- Wells Fargo (Gastonia, NC)
- …to understand their needs and provide them with high quality customer service ; inform prospective and existing customers of Wells Fargo Home Mortgage programs; ... analyze and offer mortgage loan products based on the client 's needs + Process loan applications for mortgage transactions and review rates and terms within… more
- Bank OZK (Shelby, NC)
- …+ Bachelor's degree or commensurate work experience required + 1+ year retail client service and/or business development experience required + 1+ year business ... development leadership and management. Lead by example and provide exceptional customer service at all times. Essential Job Functions + Manage branch staff,… more