- Bank of America (Charlotte, NC)
- …a risk-based coverage plan to monitor theAsset Based Finance and Dealer Financial Services portfolios.Key responsibilities include serving as a subject matter ... + Serves as a subject matter expert for the Asset Based Finance and Dealer Financial Services portfolios of loans, oversees the execution of Credit Review's coverage… more
- Lincoln Financial (Raleigh, NC)
- …evolving team. As an Account Manager, you will work closely with our Relationship Managers, internal service team and intermediaries to provide first class service ... our existing clients by developing and maintaining client satisfaction through relationship building + Collaborating with internal partners to establish and… more
- JPMorgan Chase (Pittsboro, NC)
- …deliver personalized investment solutions to your clients by relying on leadership and relationship -building skills. This will be done with a consistent focus on ... relationship management, not portfolio management + Demonstrate a deep...offered through JP Morgan Securities LLC (JPMS), a registered broker- dealer and investment advisor, member of FINRA and SIPC.… more
- The Raymond Corporation (Charlotte, NC)
- Carolina Handling, a Raymond Dealer , is one of the largest automation systems integrators in the world. We specialize in providing turnkey solutions for warehouses, ... maintain comprehensive project documentation, including improvement metrics. · Help manage the relationship of all stakeholders within a project team. · Assist in… more
- Lincoln Financial (Greensboro, NC)
- …and internal/external stakeholders on complex assignments/projects. + Demonstrated strong relationship management skills with internal clients (eg senior management, ... to help put their goals in reach. Lincoln Financial Distributors, a broker- dealer , is the wholesale distribution organization of Lincoln Financial. Lincoln Financial… more
- Resideo (Charlotte, NC)
- …accounts to build pipeline, track and close deals + Actively manage new dealer applications through a detailed selection process + Responsible for gathering customer ... account information to help effectively manage the customer relationship + Achieve monthly, quarterly and annual KPI's + Build strong relationships with customers in… more
- Atria Wealth Solutions (Raleigh, NC)
- Through its relationship with CUSO Financial Services, L. P. (CFS) Coastal Federal Credit Union is seeking a Financial Advisor to provide retirement and investment ... products and services available to them. + Cultivating a relationship with SEG's and community associations to enhance our...LP visit www.cusonet.com . CFS (Member FINRA/SIPC) is a broker- dealer and RIA with a stable, 25-year track record… more
- Lincoln Financial (Charlotte, NC)
- …metrics to management + You will establish and maintain a collaborative relationship with key internal stakeholders across the functional areas while acting as ... to help put their goals in reach. Lincoln Financial Distributors, a broker- dealer , is the wholesale distribution organization of Lincoln Financial. Lincoln Financial… more
- Lincoln Financial (Raleigh, NC)
- …to assess complex IT environments and identify control gaps + Demonstrates relationship management skills and organizational skills and has the ability to prioritize ... to help put their goals in reach. Lincoln Financial Distributors, a broker- dealer , is the wholesale distribution organization of Lincoln Financial. Lincoln Financial… more
- Lincoln Financial (Charlotte, NC)
- …to high complexity portfolio management issues or conflicts. + Builds and maintains relationship both within IT and with Business Partners to understand and be able ... to help put their goals in reach. Lincoln Financial Distributors, a broker- dealer , is the wholesale distribution organization of Lincoln Financial. Lincoln Financial… more