- Raymond James Financial, Inc. (Charlotte, NC)
- …policies, mission, strategies, and compliance guidelines. **Skill in** + Operating client relationship manager system and other required software applications to ... fully position new Advisors for success. In conjunction with a Mentor, Branch Manager , and/or a team of Financial Advisors, the Financial Advisor Trainee will learn… more
- Wells Fargo (Charlotte, NC)
- …policies and procedures related to tasks and deliverables + Receive directions from a manager , relationship manager , and associates, as well as exercise ... and informative learning sessions with key leaders. It is designed to provide students with a blend of business and professional developmental training opportunities… more
- Carrington (Raleigh, NC)
- …all laws. + Acts as liaison with Sellers, and internal correspondent coordinator, relationship manager , underwriting, and funding to ensure timely purchase of a ... brokers and sellers. + Establishes and continues the broker/seller relationship and ensure a steady flow of loan applications...loan pipeline to achieve departmental goals and objectives. + Provide a high level of customer service … more
- Wells Fargo (Wilmington, NC)
- …colleagues, internal partners, and stakeholders, including customers + Act as the primary relationship manager for a portfolio of small business customers with ... limited to merchant services and ADP payroll services . + Service business customers with their...of business + Experience using strong business acumen to provide financial services consultation to small business… more
- US Bank (Charlotte, NC)
- …input back to go to market strategy. + Work closely with leadership of the relationship manager teams to address the unique needs of clients in the sector. ... a robust event calendar and sponsorship plan. They will work closely with Relationship Management and other internal teams on in-market initiatives and planning to… more
- Eaton Corporation (Raleigh, NC)
- …7 years of experience as an IT professional including roles as analyst, project manager , engineer, Business Relationship Manager , or program lead. * ... market and business considerations. **What you'll do:** As Product Manager , you will maximize the value of Infor XA...guide the product development lifecycle, define user stories, and provide the voice of the customer within product processes.… more
- US Bank (Charlotte, NC)
- …and dependencies. + Provide highly responsive financial support to internal relationship managers, underwriters, and asset manager stakeholders to meet deal ... to join our growing Affordable Housing team as a real estate **Financial Modeling Manager ** . The Modeling Manager will be responsible for conducting financial… more
- First Horizon Bank (Charlotte, NC)
- …performance indicators of loan portfolio quality. + Works closely with the Portfolio Manager (s) and Relationship Manager (s) on their assigned team(s), ... industry research for commercial lending prospects/clients. **Key Responsibilities** + Provide support with commercial loan origination and ongoing loan portfolio… more
- Cengage Group (Raleigh, NC)
- …+ Work with other sales personnel (eg Customer Growth Specialist and Account Relationship Manager ) to achieve open territory and regional sales goals + ... and promote assigned Cengage Learning products to customers, and provide post-sales support as needed to drive sell-through, digital...maintain our CRM (Salesforce) + Report to the District Manager as required + Fulfill team support roles as… more
- Lowe's (Mooresville, NC)
- **Your Impact** The Services PROvider Analyst will work with Independent Service PROviders, field leaders, Installation Merchants, and other Lowe's ... Services associates in supporting strategic PROvider Management...internal and external in order to support Lowe's Independent Service PROvider sales and incentives objectives. They… more