• Centralized Lending Specialist

    Bank of America (Charlotte, NC)
    Centralized Lending Specialist - Bilingual Spanish Team - Charlotte, NC Charlotte, North Carolina **To proceed with your application, you must be at least 18 ... must be at least 18 years of age.** Acknowledge (https://ghr.wd1.myworkdayjobs.com/Lateral-US/job/Charlotte/Centralized- Lending - Specialist Bilingual-Spanish-Team Charlotte--NC\_25025157-1) **Job Description:** At Bank… more
    Bank of America (06/12/25)
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  • Tax Exempt Lending Specialist

    Truist (Charlotte, NC)
    …and Federal tax requirements, as well as client needs. 7. Support Tax-Exempt Lending Manager with projects and strategic work assignments, as needed. Provide ... States of America) **Please review the following job description:** Support Relationship Managers across the Commercial Banking and Specialized Industries business… more
    Truist (05/29/25)
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  • Private Client Relationship Manager

    First Horizon Bank (Greensboro, NC)
    …of professional associations with target High Net Worth Clients The PB Relationship Manager will provide business depository, treasury management, and business ... lending solutions to those individuals. In addition, you are...and prospect referrals. This includes effectively executing on the specialist delivery model utilizing both centralized and regionalized partners… more
    First Horizon Bank (06/21/25)
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  • SB Specialist II (US)

    TD Bank (Charlotte, NC)
    …30 days of them joining the bank. This role assigns Customer to the proper TD Relationship Manager (RMLM, SB Specialist , Store Manager ) based on the ... In), Wealth + Assigns SB Customers to proper TD Relationship Manager based on customer parameters +...of related experience + Four years of calling and lending or credit support related experience at the Small… more
    TD Bank (08/12/25)
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  • Client Specialist II

    First Horizon Bank (Winston Salem, NC)
    …**Key Responsibilities Include** + Provides Business Banking Lending Support to Relationship Managers and Business Banking Manager + Reviews and Funds Loans ... + Calculates loan items and charges such as interest and payments. + Assists lending officers in activities such as disbursement of funds and extension of new loans.… more
    First Horizon Bank (08/02/25)
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  • Credit Solutions Advisor - Waverly Place

    Bank of America (Cary, NC)
    Specialist II, Lending Client Associate, Lending Client Support Manager , Lending Specialist , Senior Banker, Business Solutions Advisor or ... clients with residential mortgage needs and is the primary lending specialist working full time within the...include effectively balancing sales performance, operational risk, and client relationship care. This position is subject to SAFE Act… more
    Bank of America (08/26/25)
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  • Credit Solutions Advisor - Carolina Place

    Bank of America (Pineville, NC)
    Specialist II, Lending Client Associate, Lending Client Support Manager , Lending Specialist , Senior Banker, Business Solutions Advisor or ... include effectively balancing sales performance, operational risk, and client relationship care by leveraging expertise. This position is subject...for 1 year + Knowledge of credit and home lending requirements + Actively listens to the client to… more
    Bank of America (08/21/25)
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  • Premier Advisor or Banker

    Truist (Greensboro, NC)
    …of America) **Please review the following job description:** Serve as primary relationship manager for a portfolio of financially complex client relationships ... from time to time. 1. Serve as the primary relationship manager for a portfolio of mass...working with clients dealing with banking, investments, and/or retail lending . (experience may include Retail, Wealth, Advisory, and/or Retail… more
    Truist (08/23/25)
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  • National Financial Solutions Advisor I (Charlotte,…

    Bank of America (Charlotte, NC)
    …the country. Each day, we connect with 67 million clients through a growing specialist workforce and our world-class digital platform. With each relationship and ... our clients achieve their financial goals; solutions include investment, banking, and lending . FSAs set clear expectations to create a smooth transition and… more
    Bank of America (06/13/25)
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