- Equitable (Charlotte, NC)
- …of fee-based financial planning engagements This role plays an influential part in the growth of Advisory and Investment Solutions, responsible for enabling ... toward completion + Experience with investment research/proposal tools and financial planning software (including Morningstar Advisor Workstation, eMoney,… more
- First Horizon Bank (Winston Salem, NC)
- …experience + Responsible for supporting the teller line to keep the customer wait time to a minimum (performs processing of financial transactions as needed). + ... through Friday 8:30AM to 5:15PM The Relationship Banker is a trusted advisor who engages clients in meaningful, consultative conversations to understand their … more
- First Horizon Bank (Wilkesboro, NC)
- …experience + Responsible for supporting the teller line to keep the customer wait time to a minimum (performs processing of financial transactions as needed). + ... in job posting. **SUMMARY:** The Senior Relationship Banker is a trusted advisor who engages clients in meaningful, consultative conversations to understand their … more
- First Horizon Bank (Gastonia, NC)
- …experience** * Responsible for supporting the teller line to keep the customer wait time to a minimum (performs processing of financial transactions as needed). ... Friday, 9:00AM- 5:00PM **SUMMARY** The Relationship Banker is a trusted advisor who engages clients in meaningful, consultative conversations to understand their… more
- City National Bank (Charlotte, NC)
- …Banking and Wealth Management help clients strategically plan and invest so that every part of their financial life is working in harmony toward their long-term ... organizational structure, personnel, activities and products, new product development, financial performance, and risk and problem areas * Act...risk and problem areas * Act as an internal advisor to business and corporate units regarding the ORM… more
- Truist (Charlotte, NC)
- …3. Manage or monitor the closing process, depending on the presence of a Financial Advisor (FA). If no FA, this will include creating/distributing Contact Lists ... timely and accurate reporting of necessary corporate governance and financial information. Take ownership of the Sales Tracking Report...vacation (prorated based on date of hire and by full- time or part - time status) during… more
- PNC (Charlotte, NC)
- …service. To learn more about these and other programs, including benefits for full time and part - time employees, visit Your PNC Total Rewards ... is primarily based in a PNC location. Responsibilities require time in the office or in the field on...be performed remotely, at manager's discretion. Commercial Banking provides financial services, both in and out of PNC's branch… more
- PNC (Raleigh, NC)
- …service. To learn more about these and other programs, including benefits for full time and part - time employees, visit Your PNC Total Rewards ... is primarily based in a PNC location. Responsibilities require time in the office or in the field on...remotely, at the manager's discretion. This position works as part of an investment service team in the AMG… more
- Citizens (Charlotte, NC)
- …the bank's risk appetite. You will serve as a trusted risk advisor , interfacing with business partners to drive meaningful identification and mitigation of ... Principles: A solid understanding of various risk types (eg, operational, financial , compliance, reputational) and risk management methodologies, including COSO and… more
- Comerica (Charlotte, NC)
- …Line of Defense risk and control functions across the line of business. As part of the First Line of Defense, the Business Control Director Senior is accountable ... integrated into key business processes. The Business Control Director Senior is a trusted advisor to line of business leadership and a leader who sets the 'tone from… more