- Wells Fargo (Charlotte, NC)
- …this role:** Wells Fargo is seeking a Principal Examiner - Senior Risk Asset Review Specialist in Credit Risk as part of Corporate Risk. Learn more about the ... US bank in the role as an underwriter, portfolio manager, and/or relationship manager. + Exposure to large complex credits, including syndicated deals, leveraged… more
- Truist (Greensboro, NC)
- …on providing a distinctive client experience anchored in care, expertise, and financial solutions delivery to clients and prospects in a virtual environment. ... (phone, chat/messaging, or video) to assess client needs, review their financial management practices and solutions, conduct a caring conversation, and make… more
- Carrington (Raleigh, NC)
- …join our amazing team and work remote from home!** The Vendor Management Specialist I will be responsible for providing ongoing oversight of an existing network ... of third-party service providers, their company profile, and building a relationship with such vendors to monitor and ensure their continued compliance with our… more
- 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
- First Horizon Bank (Greensboro, NC)
- …professional associations with target High Net Worth Clients The PB Relationship Manager will provide business depository, treasury management, and business lending ... preserving, and managing their wealth. You will utilize our financial planning strategy to advise prospects on all aspects...sheet to generate new client acquisition. You will be part of a local team and supported by a… 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
- 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)
- **Our promise to you:** Joining AdventHealth is about being part of something bigger. Its about belonging to a community that believes in the wholeness of each ... lines. Performs eligibility verification, obtains pre-cert and/or authorizations, makes financial arrangements, requests and receives payments for services, performs… more
- Continental (Charlotte, NC)
- …above the industry, margin, accounts receivables and cost management. To be a key part of the segment team to develop and then execute our distribution strategy to ... proposals incl. Commercial negotiation. + Develop and maintain strategic and cooperative relationship with customers. + Leads the business to achieve budget (Volume,… more