- Huntington National Bank (Charlotte, NC)
- Description Locations include: Greenville, SC, Raleigh, NC, and Charlotte, NC Summary: The Private Bank Service Specialist II is responsible for the day-to-day ... and adhering to policies and procedures. Service coverage for multiple practices ( Private Banking, Trust, & Investment Management ).Duties & Responsibilities: +… more
- JPMorgan Chase (Charlotte, NC)
- … Private Banking or Financial Services industry + Demonstrated understanding of wealth management including, but not limited to: credit, deposits, trust and ... your career to the next level. As an Investment Specialist in the US Private Bank, you...of sales effort with Capital Advisors, Trust Officers and Wealth Advisors Focus on qualified purchaser clients and act… more
- First Horizon Bank (Greensboro, NC)
- …its subsidiaries offer commercial, private banking, consumer, small business, wealth and trust management , retail brokerage, capital markets, fixed income, ... **This is an excellent opportunity not only for current Private Bankers and Private Wealth ...+ 5 or more years of sales and client management experience in Wealth Management … more
- Deloitte (Raleigh, NC)
- …institutions, including retail, wholesale and international banks, Trade Finance, Fraud, Retail Banking, Private Banking, and Wealth Management + 4+ Years ... a collaborative environment? As an experienced AML Project Delivery Specialist you will have the ability to share new...investigations, specifically pertaining to Trade Finance, Fraud, Retail Banking, Private Banking, and Wealth Management … more
- Wells Fargo (Charlotte, NC)
- …remote sales supervision and support within assigned branches and/or regions for the Private Client Group (PCG) and Wealth Brokerage Services (WBS) channels. ... and consult with Financial Advisors, Regional and more experienced + Management , Private Client Group, Branch Managers, Operation Managers, Supervision… more
- First Horizon Bank (Hickory, NC)
- …its subsidiaries offer commercial, private banking, consumer, small business, wealth and trust management , retail brokerage, capital markets, fixed income, ... **Summary** : The primary function of the Trust Client Specialist is to provide general clerical administrative support to... will assist Trust Officers in the administration and management of various types of accounts including Trusts, retirement… more
- First Horizon Bank (Charlotte, NC)
- …its subsidiaries offer commercial, private banking, consumer, small business, wealth and trust management , retail brokerage, capital markets, fixed income, ... Raleigh, NC; Charlotte, NC **Job Purpose:** The Strategic Platforms Risk Specialist is responsible for ensuring the security, integrity, and operational efficiency… more
- First Horizon Bank (Charlotte, NC)
- …its subsidiaries offer commercial, private banking, consumer, small business, wealth and trust management , retail brokerage, capital markets, fixed income, ... **Location:** As listed in Job Posting **Summary** The Client Specialist Team Lead will serve as Team Lead to...servicing for Clients: + Loans + Deposits + Treasury Management (with TM partners) + Fund transfers (wires, online… more
- First Horizon Bank (Raleigh, NC)
- …its subsidiaries offer commercial, private banking, consumer, small business, wealth and trust management , retail brokerage, capital markets, fixed income, ... opportunity at a time. **SUMMARY** The Pro CRE Loan Specialist position is a specialized position responsible for reviewing...measures for the Bank. + Works closely with senior management , RMs, PMs, Credit Risk, Compliance and Internal Audit… more
- First Horizon Bank (Raleigh, NC)
- …its subsidiaries offer commercial, private banking, consumer, small business, wealth and trust management , retail brokerage, capital markets, fixed income, ... High school diploma or GED and 3 - 5 years experience in a Client Specialist position + 5+ years customer service experience in the banking industry + Proficiency… more