- JPMorgan Chase (Charlotte, NC)
- …Qualifications, Capabilities, and Skills * Six plus years of work experience in Private Banking or Financial Services * Bachelor's Degree required * Series 7, 66 ... or demonstrated understanding of investments, wealth planning, credit and banking concepts * Focuses on the client ... client experience and works tirelessly on the client 's behalf Preferred Qualifications, Capabilities, and Skills… more
- JPMorgan Chase (Raleigh, NC)
- …Qualifications, Capabilities, and Skills** + Six plus years of work experience in Private Banking or Financial Services + Bachelor's Degree required + Series 7, ... or demonstrated understanding of investments, wealth planning, credit and banking concepts + Focuses on the client ... client experience and works tirelessly on the client 's behalf ** Preferred Qualifications, Capabilities, and Skills**… more
- Truist (Wilmington, NC)
- …and delegate client and advisor operational requests to a centralized service team as appropriate. ESSENTIAL DUTIES AND RESPONSIBILITIES Following is a summary ... service team. 6. Work closely with the centralized service team to ensure client and advisor...professional etiquette skills 12. Ability to travel, occasionally overnight. Preferred Qualifications: 1. 5 years of previous banking… more
- Capco, a Wipro Company (Charlotte, NC)
- …and drive client discussions + Engage with practice leadership in regular client and service group planning discussions + Provide insightful career advice ... York or Charlotte and requires ability to work from client and/or Capco offices. **What You'll Get to Do:**...Federal Reserve, OCC, and FDIC + Robust knowledge of banking products and services and the risk… more
- TD Bank (Charlotte, NC)
- …or equivalent experience + 3+ years relevant experience required (retail, customer service , and/or financial services industries) + Business development skills, ... preferred + Knowledge of Bank product lines and services as well as an understanding of Store operations...+ Proficient with Microsoft Office suite + Notary License ( preferred ) **Customer Accountabilities:** + Manages the service … more
- Truist (Charlotte, NC)
- …product and service experiences. Senior Product Manager - Affluent Digital Banking Experiences is a visionary leader who drives innovation and execution within ... a strategic roadmap that aligns with business goals, elevates client experiences, and supports growth in the financial planning...and professional experience 2. Ten or more years of banking , financial services , or other relevant work… more
- Evolent (Raleigh, NC)
- …**What You'll Be Doing:** Evolent is looking for a Senior Director of FP&A ( Services ) to join our team of Finance professionals working to advance Evolent's mission. ... finance professional who will act as the go-to partner for the Services business, operating with extreme ownership, driving cross-functional progress, and serving as… more
- JPMorgan Chase (Charlotte, NC)
- …that supplies support for the implementation of Treasury and Banking products and services . Partner with client and internal stake holders to help provide a ... and maintain strong relationships with key partners in Relationship Management, Sales, Service , Operations and Product Management + Manage client and partner… more
- Deloitte (Raleigh, NC)
- …have the opportunity to work with our AML and sanctions team to support client service delivery. Through your participation in these Lookback engagements, you ... professionals with specialized skills that align to a current client need. Team members focus on delivering services...retail, wholesale and international banks, Trade Finance, Fraud, Retail Banking , Private Banking , and Wealth Management +… more
- PNC (Charlotte, NC)
- …to drive the development and enhancement of our Account and Identity Verification Services product. This critical solution enables our clients to verify bank account ... customer identities before onboarding them. By providing secure and reliable verification services , we help our clients reduce fraud and streamline their financial… more