- Truist (Charlotte, NC)
- …Specific activities may change from time to time. * Reporting to the SEG Sr . Corporate Wealth Relationship Manager to ensure consistent execution of SEG ... Corporate Relationship Manager is responsible for partnering with the Senior Corporate Relationship Manager for growth of the national...opportunity to grow the business and become a trusted advisor to clients in all aspects of life. ESSENTIAL… more
- Equitable (Charlotte, NC)
- Senior Relationship Manager, Advisory and Investment Consulting ( 250000AP ) **Primary Location** : UNITED STATES-NC-Charlotte **Other Locations** : UNITED ... help unlock your potential? The key objectives of the Senior Relationship Manager on the Advisory and Investment Consulting...support of FPs, with particular emphasis on those building wealth planning practices + Increase new assets + Growth… more
- First Horizon Bank (Gastonia, NC)
- …Friday, 9:00AM- 5:00PM **SUMMARY** The Relationship Banker is a trusted advisor who engages clients in meaningful, consultative conversations to understand their ... make referrals to bank partners, including but not limited to mortgage, wealth , private client, and business banking. * Proactive Client Outreach: Conduct regular… more
- Huntington National Bank (Charlotte, NC)
- Description Summary: Huntington Capital Markets Senior Managing Director, Capital Advisory will lead a team of colleagues covering our growth oriented, privately ... skillset, deepening client relationships, and better positioning Huntington as a trusted advisor . + Play a leadership role in our enterprise Strategic Lifecycle… more
- Bank of America (Charlotte, NC)
- Business Banking Senior Relationship Manager - Charlotte, NC Charlotte, North Carolina **To proceed with your application, you must be at least 18 years of age.** ... must be at least 18 years of age.** Acknowledge (https://ghr.wd1.myworkdayjobs.com/Lateral-US/job/Charlotte/Business-Banking- Senior -Relationship-Manager Charlotte--NC\_25019134-2) **Job Description:** At Bank of America, we… more
- First Horizon Bank (Greensboro, NC)
- …with a proven track record working complex credit deals and/or in tandem with a senior credit advisor . + Advanced and proven working knowledge of deposit, credit ... opportunity not only for current Private Bankers and Private Wealth Advisors, but also for Business Bankers and Commercial...+ Expected to be the expert level "market moving" advisor with ability to handle the most challenging, sensitive… more
- First Horizon Bank (Hickory, NC)
- …requests. + Coordinate deal team meetings between Relationship Manager, Market President, Senior Credit Officer, and Underwriter + Finalize term sheets to meet ... high value and high potential clients. + Acts as a financial advisor by educating the customer about financial strategies (eg Financial planning, investments,… more
- CH Robinson (Charlotte, NC)
- …policies and procedures to maintain compliance. + Serve as a strategic advisor on sanctions risk, transaction-level red flags, and compliance issues related to ... operations. + Track and report compliance program performance and enhancements to senior leadership. + Mentor team members on US export and sanctions compliance… more
- Carrington (Raleigh, NC)
- …complex problems and to collaborate and explore alternative solutions. + Ability to interact with Senior Management as an advisor on projects, and to act as a ... transactions in the United States. Guided by a leadership team with a wealth of industry experience and guided by a consistent philosophy, Carrington maintains the… more