- Truist (Greensboro, NC)
- …**Please review the following job description:** Serve as primary relationship manager for a portfolio of financially complex client relationships within the ... activities may change from time to time. 1. Serve as the primary relationship manager for a portfolio of mass affluent clients. Sell, deliver and provide ongoing… more
- Wells Fargo (Charlotte, NC)
- …throughout the deal process + Interact with CLO issuers and asset manager clients, investors, rating agencies, legal counsel, and internally with syndicate and ... equity investors + Assist in the underwriting and execution of asset backed lending facilities including both broadly syndicated CLO warehouses and middle market … more
- Huntington National Bank (Charlotte, NC)
- …sales and service efforts. + Required metrics for the licensed Commercial Relationship Manager III is a combined $100 million or greater in Portfolio Exposure and ... or responsibility for client relationship management within Municipal and Tax-Exempt Lending . + Performs other duties as assigned. + Basic Qualifications: +… more
- TD Bank (Charlotte, NC)
- …of them joining the bank. This role assigns Customer to the proper TD Relationship Manager (RMLM, SB Specialist, Store Manager ) based on the results of the ... to deepen relationship, manage customer service issues, and identify product needs + Actively generates sales and referrals to...Wealth + Assigns SB Customers to proper TD Relationship Manager based on customer parameters + Directly manages group… more
- City National Bank (Charlotte, NC)
- …that will be integral in supporting the development of the IT Risk Manager 's function strategy eg identification and development of workstreams in partnership with ... the Head of IT Risk Manager . The role will support the Lead, to drive...knowledge of business banking, real estate banking, capital markets, lending , payment operations etc. * Deep understanding of risk… more
- Wells Fargo (Charlotte, NC)
- …transactions memorandums, funds flows, etc.). + Continuously and proactively increase product knowledge; utilize product knowledge to provide useful information ... (eg, SalesForce, Documentum, etc.) updates. + Assist the Deal Execution Team manager with the documentation process needed for evaluating and implementing process… more
- Bank of America (Charlotte, NC)
- …evaluating the control environment, fostering an inclusive work environment, applying product , business, and technical expertise, and supporting team members with ... in a timely and high quality manner + Exercises sound knowledge of product , business, and technical expertise to effectively challenge management to improve the… more
- TD Bank (Charlotte, NC)
- …Bank across Institutional Commercial Real Estate, Middle Market, Asset Backed Lending , Franchise, TD Equipment Finance, Healthcare, and Municipal/Tax Exempt Banking. ... forecasting, and other FP&A support functions. **Job Summary** The Lead Group Manager , Finance oversees a team of Business Finance professional roles that provide… more
- TD Bank (Charlotte, NC)
- …Bank across Institutional Commercial Real Estate, Middle Market, Asset Backed Lending , Franchise, TD Equipment Finance, Healthcare, and Municipal/Tax Exempt Banking. ... the organization + Applies best practices to implement process, product or service improvements + Acts as a subject...have regular career, development, and performance conversations with your manager , as well as access to an online learning… more
- Wells Fargo (Knightdale, NC)
- …partners, and stakeholders, including customers + Act as the primary relationship manager for a portfolio of small business customers with annual gross sales ... of the business life cycle while following policies and leveraging product knowledge, conduct needs based conversations identifying credit, deposit and servicing… more