- Truist (Charlotte, NC)
- …advice on banking products such as deposits, credit cards, mortgages, etc. + Basic wealth management knowledge + Excellent and proven oral, written and group ... to the client to deepen client relationships. Partners with other Truist Wealth product specialists, including investments, trust, mortgage, insurance, etc., using a… more
- Truist (Wilmington, NC)
- …with multiple priorities 7. Strong understanding of banking, lending, commercial and wealth management solutions 8. Excellent interpersonal and relationship ... position located in Wilmington, NC.* Provides in-office client and advisor support to a team of Wealth ...in interfacing with clients. The teammate will support workload management , and triage and delegate client and advisor… more
- Huntington National Bank (Charlotte, NC)
- …services, consumer lending and mortgages. + Works directly with the client and/or Wealth Advisor to obtain related applicant and financial information or other ... and Charlotte, NC Summary: The Private Bank Service Specialist II is responsible for the day-to-day activities and interaction...servicing of the relationship. Partners with one or more Wealth Advisors to support the sales process and deliver… more
- Principal Financial Group (Charlotte, NC)
- …contributor) to design, develop, and maintain software solutions that support wealth management platforms and client-facing applications specifically for our ... + Design, develop, and maintain software solutions that support wealth management platforms and client-facing applications including Salesforce… more