- Wells Fargo (Charlotte, NC)
- …Annually **REQUIRED QUALIFICATIONS:** + 6+ months of Commercial Real Estate Relationship Management - Program experience, or equivalent demonstrated through one or ... a combination of the following: work experience, training, military experience, education. **DESIRED QUALIFICATIONS:** CIB Commercial Real Estate Analysts must demonstrate a combination of academic aptitude, quantitative skills and personal motivation. It is… more
- SMBC (Charlotte, NC)
- …of broader financial business models and operating risks. + Strong relationship management skills with ability to deepen relationships and build partnerships ... across key support areas like Finance, Audit, Compliance, Data Office, other Technology Partners, Risk, and Legal. + Manage and own escalations through to resolution including root cause analysis, identify fix and preventative measures. + Effective analytical… more
- Lincoln Financial (Raleigh, NC)
- …with data protection operations, support and developing and maintaining the relationship with the off-shore team resources. Working with other infrastructure peer ... teams properly documenting, escalating, and resolving all backup and recovery issues. (Required) + 3+ years of experience with enterprise compute platforms, operating systems and required system and data backup and recovery software agents and functionality.… more
- US Bank (Charlotte, NC)
- …Institutional Client Group (ICG), which services our largest clients. The Relationship Manager (RM) manages relationships with Corporate Banking customers within our ... least 3+ years of covering insurance clients preferred + Strong relationship management and business development/sales skills + Well-developed analytical and… more
- City National Bank (Charlotte, NC)
- …decision are accurate and calculated correctly. * Attends client meetings at Relationship Manager, Team Manager, or Credit Manager's request to facilitate delivery ... and resources. * Provides balanced and appropriate credit guidance to Relationship Manager and Manager and collaborates in determining appropriate credit strategy.… more
- Bank of America (Charlotte, NC)
- …formal training during which potential roles/rotations may include:** Operations Analyst ; Operations Manager; Operations Consultant; Process Design Analyst ... + Attention to Detail + Oral Communications + Problem Solving + Relationship Building + Written Communications + Adaptability + Business Intelligence + Critical… more
- Truist (Greensboro, NC)
- …of America) **Please review the following job description:** Serve as primary relationship manager for a portfolio of financially complex client relationships within ... Specific activities may change from time to time. 1. Serve as the primary relationship manager for a portfolio of mass affluent clients. Sell, deliver and provide… more
- Fifth Third Bank, NA (Charlotte, NC)
- …of updated financial statements, proactive monitoring, and interaction with the Credit Analyst . Responsible and accountable for risk by openly exchanging ideas and ... of accounts. + Review and recommend credit decisions. + Partners with the Relationship Manager, forming the "coverage team" to: Meet with clients and Participate in… more
- TIAA (Durham, NC)
- …complex financial solutions to clients, utilizing interpersonal communication and relationship building skills. + Builds meaningful and long-lasting relationships, ... (CFP) - Certified Financial Planner Board of Standards preferred Or + Chartered Financial Analyst - Level I - Chartered Financial Analyst Institute ; If you… more
- Honeywell (Charlotte, NC)
- …system and build an intimate knowledge of the data and the investor and analyst communities. + Provide support to the Investor Relations and Strategic Finance teams ... updating calendars and coordinating global travel + Highly developed client relationship and project management skills WE VALUE + Professional qualifications, such… more