- First Horizon Bank (Wilkesboro, NC)
- …The Company and its subsidiaries offer commercial, private banking, consumer, small business, wealth and trust management , retail brokerage, capital markets, ... their full potential with capital and counsel. Headquartered in Memphis, TN, the banking subsidiary First Horizon Bank operates in 12 states across the southern US… more
- First Horizon Bank (Charlotte, NC)
- …The Company and its subsidiaries offer commercial, private banking, consumer, small business, wealth and trust management , retail brokerage, capital markets, ... their full potential with capital and counsel. Headquartered in Memphis, TN, the banking subsidiary First Horizon Bank operates in 12 states across the southern US… more
- PNC (Raleigh, NC)
- …significant assets to develop sophisticated, customized financial solutions ranging from investment management and wealth planning to trust administration ... and strategies, including lending, investment management , estate/retirement planning and trust administration. PNC Private Bank takes a team approach to… more
- Comerica (Raleigh, NC)
- …aligned into three major business segments; the Commercial Bank , the Retail Bank , and Wealth Management . Comerica's colleagues focus on relationships, ... Maintain knowledge of corporate banking, credit and non-credit products, trust , real estate, treasury management and other...and non-credit products, trust , real estate, treasury management and other bank functions. Maintain knowledge… more
- Comerica (Raleigh, NC)
- …aligned into three major business segments; the Commercial Bank , the Retail Bank , and Wealth Management . Comerica's colleagues focus on relationships, ... and customer simultaneously even when goals conflict. Sell the bank 's credit and non-credit products, trust , commercial...Sell the bank 's credit and non-credit products, trust , commercial real estate and treasury management .… more
- Truist (Greensboro, NC)
- …is followed. 5. Maintain a strong understanding of retail, small business and wealth management products, policies and processes. 6. Maintain a knowledge of ... loans originated through a variety of channels including the Community Bank , Wealth Division, Premier, Team Mate Banking and Electronic Delivery Channels in… more
- Truist (Greensboro, NC)
- …and update sales activity, pipeline and other pertinent information using the bank 's contact management system. 5. Establish and maintain excellent working ... Certified Financial Planner (CFP), Chartered Financial Analyst. (CFA), Accredited Asset Management Specialist AAMS(R) , Certified Trust and Financial Advisor… more
- Navy Federal Credit Union (Matthews, NC)
- …seminars and member engagement events to grow book of business + Partners with Wealth Advisor in assigned territory to segment book of business based on member needs ... and written communications skills + Effective planning, organizational, time management and problem-solving skills + Effective skill building relationships through… more
- Deloitte (Charlotte, NC)
- …industries: consumer or corporate banking, investment banking or capital markets, investment management , wealth management , trust company, insurance ... liaise with client counterparts, and actively participate in discussions on project management and work delivery needs + Manage project teams in providing… more
- Coinbase (Charlotte, NC)
- …success, while leveraging Coinbase's CaaS capabilities. The role will require trust building with executive level partners at the largest financial institutions ... emphasis on enabling trading, subcustody, and secured lending across retail, wealth , and institutional client segments. Coinbase's product platform and the markets… more