- Truist (Charlotte, NC)
- …of America) **Please review the following job description:** The Wealth Private Advisor's primary responsibility is to deepen client relationships around banking, ... credit, and insurance with Wealth segment clients. Located within a virtual, the Wealth Private Advisor will act as the point of contact for the Private Client… more
- Comerica (Raleigh, NC)
- Job Description Private Banking OfficerThe Private Banking Officer role will be responsible for new business development, portfolio management and underwriting ... Companies and America's Greenest Companies Position Responsibilities: Increase the bank profitability by providing high quality customer service and cultivating… more
- Comerica (Raleigh, NC)
- Job Description Private Banking AdvisorThe Private Banking Advisor will serve as primary relationship advisor for high net worth and ultra-high net worth, ... relationships. Team and peer group role model for other Wealth Advisors, Private Bankers, and Wealth Associates. Maintain appropriate legal, operating and regulatory… more
- JPMorgan Chase (Pittsboro, NC)
- …offer the best investment solutions to meet their financial needs. As a Private Client Advisor in Chase Wealth Management, you will offer comprehensive financial ... support your teammates' success and the goals of the bank , while fostering a culture of diversity + Build...innovations to help clients become more digitally confident and bank when, where, and how they want **Required qualifications,… more
- Regions Bank (Charlotte, NC)
- …Regions is dedicated to taking appropriate steps to safeguard and protect private and personally identifiable information you submit. The information that you submit ... Products, Credit Risk, Client Coverage, Capital Markets, and other areas of the bank to lead the analysis of credit opportunities, underwriting of credit exposure… more
- First Horizon Bank (Charlotte, NC)
- …and resolution of product-related service and quality issues as identified by the bank or its and customers. * Collaborates throughout the bank during ... for the creation and review of marketing materials and promotional campaigns, banker channels in the support and development of sales teams, Digital Channels… more
- First Horizon Bank (Charlotte, NC)
- …in the transportation & logistics sector. The role is an attractive opportunity for a banker with 1 - 5 years of experience to join an existing tenured team working ... opportunities + Interact with clients through email, phone conversations, field exams, bank group meetings, etc. + Project manage complex credit requests and… more
- US Bank (Charlotte, NC)
- At US Bank , we're on a journey to do our best. Helping the customers and businesses we serve to make better and smarter financial decisions and enabling the ... is unique in their potential. A career with US Bank gives you a wide, ever-growing range of opportunities...Bancorp Impact Finance (USBIF) provides tax credit investments, loans, private equity investments and banking services to organizations and… more
- US Bank (Charlotte, NC)
- At US Bank , we're on a journey to do our best. Helping the customers and businesses we serve to make better and smarter financial decisions and enabling the ... is unique in their potential. A career with US Bank gives you a wide, ever-growing range of opportunities...preferred. Other responsibilities may include approval of CLO and private debt securitization lending facilities. The candidate should be… more
- Bank of America (Charlotte, NC)
- …equivalent **LOB Job Description:** This role will support the full scope of the Private Bank platform. Responsibilities for this role will include: + Drive test ... Certified PO/PM or familiarity with agile methodology + Knowledge of Private Bank platform/systems + Prior project or leadership skills **Shift:** 1st shift… more