- Truist (Charlotte, NC)
- …matter expert to facilitate evaluation of tax-exempt lending opportunities, including sales process, closing and ongoing issues related to the tax-exempt status. ... delivered timely for bankers in the field with tax-exempt transactions, including sales process, closing and ongoing issues related to the tax-exempt status. Must… more
- PNC (Winston Salem, NC)
- …client relationships. Provides superior client experience. + Works closely with sales team, relationship managers, traders and other internal service partners to ... execution of key comprehensive capital markets strategies to maximize sales and new business activity. + Maintains current knowledge...Series 7, and 63 within 120 days of employment. Derivatives - SIE, Series 7 and 63 within 120… more
- Citizens (Charlotte, NC)
- …calling, referral source motivation and community involvement. Timely recording of sales and approve credits within given authority. Present credit offerings to ... relationships + Coordinate efforts with internal product partners: Treasury Management, Derivatives , Capital Markets, etc. Requirements: + Requires 10+ years of… more
- Lincoln Financial (Charlotte, NC)
- …with key stakeholders on strategies to meet or exceed profitability or sales objectives. *Present results to team members, key business partners, and management. ... experience. *Understanding of capital markets and financial instruments (assets and derivatives ) that support Annuity products. *Knowledge of AXIS is a plus.… more
- TD Bank (Charlotte, NC)
- …+ Sits between traditional Retail Wealth Management and institutional trading and sales + Provides direct access to trading desks for equities, fixed income, ... or illiquid securities + Assists in the distribution of structured notes, derivatives , custom fixed income portfolios for sophisticated clients + Tailers investment… more
- US Bank (Charlotte, NC)
- …oversight over clearing risk management and stress testing for derivatives counterparties and & secured financing transactions counterparties. The counterparty ... market data operations/end to end market data engineering processes in a sales and trading environment + Experience working with quant teams developing market… more
- Regions Bank (Charlotte, NC)
- …estate placements, asset-based solutions, private equity, structured finance and rates/ derivatives amongst other capital markets products + Supports Relationship ... and production/pipeline management + Ensures quality reporting across all sales performance applications and measurement systems Responsibilities will vary by… more
- Lincoln Financial (Charlotte, NC)
- …*Solid foundation of capital markets and financial instruments (assets and derivatives ) *Experience in actuarial modeling of annuity or life products *Competency ... business unit and individual. Other rewards may include long-term incentives, sales incentives and Lincoln's standard benefits package. **About The Company** Lincoln… more
- Deloitte (Charlotte, NC)
- …stakeholders and implementing recommendations + Supporting internal initiatives and sales opportunities, including the creation of industry perspectives, lead ... + Subject matter expertise in banking products (eg, loans, securitizations, derivatives , SFTs, deposits) + Experience supporting business pursuits, working in client… more