- Truist (Charlotte, NC)
- …from time to time. 1. Work within the Truist risk framework to prioritize relationship management activities with a focus on the client experience and support of the ... maintaining client presentation and marketing materials. 4. Support Integrated Relationship Management activities through good understanding of offerings, solutions,… more
- Truist (Charlotte, NC)
- …States of America) **Please review the following job description:** Support Relationship Managers across the Commercial Banking and Specialized Industries business ... 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 and… more
- CIBC (King, NC)
- We're building a relationship -oriented bank for the modern world. We need talented, passionate professionals who are dedicated to doing what's right for our clients. ... a personal level to make every interaction meaningful. Analyze the customer's financial needs holistically and in addressing the initial mortgage request, identify… more
- First Horizon Bank (Winston Salem, NC)
- …**Key Responsibilities Include** + Provides Business Banking Lending Support to Relationship Managers and Business Banking Manager + Reviews and Funds Loans ... documents, notices, and periodic loan reports. + Assists with maintaining Relationship Managers portfolios - clear loan, collateral and deposit exceptions, credit… more
- Truist (Charlotte, NC)
- …may change from time to time. 1. Leverage the Truist Sales Process, Financial Insights, Industry & Advisory team, and the Leadership Institute to consistently ... the credit decisioning process, including analysis and interpretation of financial statements, credit structuring, underwriting requirements, policy knowledge, risk… more
- AdventHealth (Hendersonville, NC)
- …lines. Performs eligibility verification, obtains pre-cert and/or authorizations, makes financial arrangements, requests and receives payments for services, performs ... edits pre-bill, and other duties as required. Maintains a close working relationship with clinical partners to ensure continual open communication between clinical,… more
- Continental (Charlotte, NC)
- …proposals incl. Commercial negotiation. + Develop and maintain strategic and cooperative relationship with customers. + Leads the business to achieve budget (Volume, ... approval, and executing on major business cases. + Sales and Customer Relationship management and development + Presentation skills including working knowledge of… more
- Wells Fargo (Charlotte, NC)
- …Investment Management (WIM)** is one of the United States' leading providers of financial and investment services. We offer a full range of personalized wealth ... to help meet clients' unique needs and to help them pursue their financial goals more confidently. We bring together subject matter expertise, products, and… more
- Wells Fargo (Charlotte, NC)
- **About this Role:** Wells Fargo is seeking a Relationship Manager / Portfolio Manager within its Accounts Receivable Securitization (ARS) line of business. This ... with clients, internal risk partners, banking colleagues, legal counsel, and other financial institutions. Learn more about the career areas and business divisions… more
- Compass Group, North America (Charlotte, NC)
- …partners and fellow associates. **Job Summary** **Responsibilities:** * EDI relationship owner between Distributor and Foodbuy regarding onboarding and collection ... with the highest integrity * Engages in ad hoc financial analysis and special projects, contributing to the continued...and the ability to influence stakeholders a plus * Financial or trend analysis experience preferred. * Supplier and… more