- Truist (Greensboro, NC)
- …**Please review the following job description:** Serve as primary relationship manager for a portfolio of financially complex client relationships within the ... of a broad range of retail solutions including banking, mortgage , planning, investments, and insurance services. Leverage the Truist...time to time. 1. Serve as the primary relationship manager for a portfolio of mass affluent clients. Sell,… more
- Carrington (Raleigh, NC)
- …management system tools + Well versed in using MS Office suite, especially Excel + Mortgage servicing system (ie Fiserv, MSP, etc.) knowledge a plus + Ability to ... amazing team and work remote from home!** **What you'll do:** Supporting the Project Manager , the Senior BSA will be responsible for engaging with the business to… more
- SitusAMC (Raleigh, NC)
- …tapes, determining loan eligibility, identifying errors, execution of fundings, margin calls, servicing updates and loan settlements + Lead the process of providing ... external distribution + Other activities as may be assigned by your manager Qualifications/ Requirements: + Bachelor's degree or equivalent from four-year College or… more
- Fifth Third Bank, NA (Charlotte, NC)
- …+ Establish close working relationships with assigned Business Partners ( Mortgage , Small Business, Commercial and Investment), referring customers when appropriate ... times. + Adhere to established policies and procedures while opening/ servicing the full range of Retail products. + Participate...or Bank Mart as directed by the Financial Center Manager . + Keep up to date on Retail procedures… more
- Fifth Third Bank, NA (Belmont, NC)
- …+ Establish close working relationships with assigned Business Partners ( Mortgage , Small Business, Commercial and Investment), referring customers when appropriate ... times. + Adhere to established policies and procedures while opening/ servicing the full range of Retail products. + Participate...or Bank Mart as directed by the Financial Center Manager . + Keep up to date on Retail procedures… more
- Wells Fargo (Wilmington, NC)
- …partners, and stakeholders, including customers + Act as the primary relationship manager for a portfolio of small business customers with annual gross sales ... knowledge, conduct needs based conversations identifying credit, deposit and servicing processing needs of customers, explain, and demonstrate self-service mobile… more
- PNC (Raleigh, NC)
- …on a regular basis. Some responsibilities may be performed remotely, at the manager 's discretion. The Client Service Associate serves as the primary point of contact ... for our clients and advisors in the execution of client servicing and administrative requests by initiating or completing activities across all PNC Private Bank… more
- PNC (Raleigh, NC)
- …and trust administration. PNC Private Bank takes a team approach to servicing clients. The team of advisors includes Banking Advisor, Fiduciary Advisor, Investment ... provide in-depth support and analysis on investment strategy, asset allocation, manager selection, and portfolio construction. Base Salary ranges from $18-35/hour.… more
- Bank of America (Charlotte, NC)
- …Pursuant to the SAFE Act requirements, all employees engaged in residential loan mortgage originations must register with the federal registry system and remain in ... investments and financial markets and assists clients with their servicing and trading needs through inbound and outbound phone...offered a role with Bank of America, your hiring manager will provide you with information on the in-office… more