• Private Bank Service Specialist II

    Huntington National Bank (Raleigh, NC)
    …SC, Raleigh, NC, and Charlotte, NC Summary: The Private Bank Service Specialist II is responsible for the day-to-day activities and interaction between the ... sales process and deliver exceptional service to high-net worth clients. The Service Specialist II is also responsible for maintaining a detailed level of knowledge… more
    Huntington National Bank (08/27/25)
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  • Wealth Regional Supervisor Specialist Team…

    Truist (Charlotte, NC)
    …Divisional Supervisors tasked with supervisory oversight and monitoring of the firm's Investment Advisory business. Assist with escalated items as requested from the ... training for team as needs are identified. + Supervisory responsibility for Investment Advisory accounts. Utilize multiple systems to ensure compliance with firm… more
    Truist (07/08/25)
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  • Corporate PC Sales Specialist

    Lenovo (Morrisville, NC)
    Corporate PC Sales Specialist **General Information** Req # WD00087674 Career area: Sales Country/Region: United States of America State: North Carolina City: ... software defined infrastructure), software, solutions, and services. Lenovo's continued investment in world-changing innovation is building a more equitable,… more
    Lenovo (08/29/25)
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  • Senior Trust Officer - Senior Fiduciary…

    Wells Fargo (Winston Salem, NC)
    … Specialist ) on the Personal Trust Market Service Team in Trust Client & Advisor Services as part of Wealth and Investment Management. Learn more about the ... guidance on a variety of banking and fiduciary topics including investment management, general trust administration, specialty trusts, custody, tax, specialty… more
    Wells Fargo (08/27/25)
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  • HFA Service Specialist II

    Huntington National Bank (Charlotte, NC)
    …Summary: HFA Service Specialists provides client relationship building partnerships with Advisor (s) and is responsible for the day-to-day activities and interaction ... excellent organizational skills, and problem-solving skills. + Familiarity with investment acumen, including investment products, Individual Retirement Accounts… more
    Huntington National Bank (06/24/25)
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  • Tax Exempt Lending Specialist

    Truist (Charlotte, NC)
    …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 Financing ... Finance, Accounting or Economics 2. Two years of securities industry, preferably in investment banking or equity capital markets 3. Two years of client facing sales… more
    Truist (08/27/25)
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  • Private Client Relationship Manager

    First Horizon Bank (Greensboro, NC)
    …in the community + Expected to be the expert level "market moving" advisor with ability to handle the most challenging, sensitive and complex banking relationships. ... support client service and business development efforts (eg credit, mortgage, planning, investment , trust and fiduciary services, and insurance services) in a manner… more
    First Horizon Bank (06/21/25)
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  • Senior Client Case Representative

    Vanguard (Charlotte, NC)
    …for building meaningful client relationships? Join our team as a Client Transfer Specialist for our Personal Investor clients at Vanguard. At Vanguard, we have a ... fairly, and to give them the best chance for investment success." In this role, you'll be the trusted...and nurture meaningful relationships with clients, becoming their trusted advisor during pivotal moments. Expertise and Simplicity: Take the… more
    Vanguard (09/06/25)
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  • Principal Consultant, Inkjet Commercial Print…

    Ricoh Americas Corporation (Raleigh, NC)
    …finishing, software, and professional services. This individual will be a trusted advisor and subject matter expert (SME) to clients in the Graphic Communications ... teams across North America and Ricoh Global. They are the Inkjet Specialist who supports the Graphic Communication Production Print Executives (PPEs). JOB DUTIES… more
    Ricoh Americas Corporation (08/26/25)
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  • Director, Correspondent Banking SVP

    BMO Financial Group (NC)
    …or exceeded. + Provides strategic input into business decisions as a trusted advisor . + Makes recommendations to senior leaders on strategy and new initiatives, ... identifying needs, analysing potential options and assessing expected return on investment . + Recommends business priorities, advises on resource requirements and… more
    BMO Financial Group (08/26/25)
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