- Atria Wealth Solutions (King, NC)
- … products offered through Allegacy Investment Group as well as traditional products and services available through Allegacy Federal Credit Union. + Work ... and by personally referring clients to appropriate Allegacy FCU staff for traditional credit union products . + Periodically meet with clients to review and… more
- Wells Fargo (Charlotte, NC)
- …depict projected financial results and to value companies + Working closely with senior bankers on presentations, financial and credit analysis, and the ... business and includes classroom instruction in financial accounting, cash flow, credit analysis, products , structuring, corporate valuation and financial… more
- Southern States Cooperative, Inc (Lenoir, NC)
- …multi-level role ranges from entry-level customer support and bookkeeping to senior -level customer relations, office administration, and coordination of high volume ... in determining level. Essential Job Functions (may vary based on location products and services) + Assist management and staff, vendors, suppliers, customers, sales… more
- Wells Fargo (Charlotte, NC)
- …WIM provides a full range of personalized wealth management, investment, and retirement products and services to meet clients' unique needs and help them achieve ... Early Careers seeks to attract, develop, and retain exceptional **rising- senior ** students to Wealth & Investment Management. Our goal...You will also have the support of a program manager and functional cohort to support you through your… more
- Wells Fargo (Charlotte, NC)
- …Wells Fargo is seeking Head of Global Trade Finance Servicing & Implementation (Trade Services Senior Manager ) **In this role, you will:** + Lead the setup and ... configuration of trade finance products for new and existing...product and domain knowledge of import/export letters of credit , standby guarantees, documentary collections, open account solutions and… more
- CDM Smith (Greensboro, NC)
- …Writer to lead our Specifications Group. We're looking for candidates with experience as a Senior Manager and Senior Specification Writer. At CDM Smith, we ... with attention to quality. - Instilling a sense of personal ownership for work product quality by each member of your team. - Coordinating workload within your… more
- Bank of America (Charlotte, NC)
- …(EWI); up-front engagement of Liquidity Risk & LOB team and approval via senior executives and broker-dealer Board of Directors, as appropriate. Monitor and notify ... Stress Assumptions, Liquidity Coverage Ratio (LCR) + Overview of product and legal entity Liquidity Stress Tests and Balance...(active engagement as policies are updated) + Review new products , where liquidity risk is impacted + Perform regular… more
- Fifth Third Bank, NA (Charlotte, NC)
- …are established and client is invoiced for payment + Tabulate lender votes on amendments to credit facilities + As a more senior member of the group, act as a ... the ongoing, post-closing servicing of capital markets financing solutions across loan products . The qualified candidate will function in roles that include project… more
- City National Bank (Charlotte, NC)
- …advisory role supporting consumer banking on matters of regulatory compliance for Credit Cards. The role will be responsible for managing and maintaining assigned ... for oversight of and periodic analysis of the Bank's Consumer Lending ( Credit Cards), assisting business areas to implement corrective actions to bring the… more
- Truist (Charlotte, NC)
- …2. Prior experience working for a large, SEC-registered financial institution or senior manager -level public accountant with extensive bank experience **General ... complex accounting and financial reporting issues to the Finance organization and other senior leaders. Following is a summary of the essential functions for this… more