- Wells Fargo (Charlotte, NC)
- …atypical financial profiles. Ability to collaborate and ensure consistency between the Home Lending , Wealth Management and Consumer Banking business lines ... General Counsel - Executive Director to join the Home Lending Legal Section within the Consumer Lending ...servicing mortgage transactions appropriate to the unique needs of wealth management customers, such as complex vesting… more
- Truist (Wilmington, NC)
- …in a fast-paced environment with multiple priorities 7. Strong understanding of banking, lending , commercial and wealth management solutions 8. Excellent ... in-office client and advisor support to a team of Wealth Advisors managing a portfolio of high net-worth clients....in interfacing with clients. The teammate will support workload management , and triage and delegate client and advisor operational… more
- Wells Fargo (Charlotte, NC)
- …include Deposits & Consumer Lending , Banking and Credit Solutions, Private Wealth Portfolio Management , and Trust Services. **About this role:** Wells Fargo ... investment services. We offer a full range of personalized wealth management , investment, planning, and retirement products...us and for advisors to support their clients. Banking, Lending , & Trust (BL&T) is a center of excellence… more
- Wells Fargo (Charlotte, NC)
- …for affluent customers with background in high line assignments=Deep understanding of Wealth Management and experience with high value credit portfolios + ... and Personal Loans** (CMSPL) group, part of our Consumer Lending division that is responsible for analyzing, reviewing, and... solutions + Collaborate with internal partners such as Wealth Advisors and Private Bankers to proactively address client… more
- Carrington (Raleigh, NC)
- **Come join our team and work remote from home!** The Mortgage Lending Email Marketing Specialist will be mainly focused on providing production support for various ... projects with emphasis on email marketing and lead nurture campaigns, keeping management informed of status of assigned marketing projects. Perform all duties in… more
- Truist (Charlotte, NC)
- …consumer and small business banking, commercial banking, corporate and investment banking, wealth management , payments, and specialized lending businesses. ... into the core principles of credit, financial & credit analysis, commercial lending , credit risk management , business development, sales consulting, pricing,… more
- Wells Fargo (Charlotte, NC)
- …of financial and investment services. WIM provides a full range of personalized wealth management , investment, and retirement products and services to meet ... to join the 2026 Summer Internship, Early Careers - Wealth & Investment Management program. Learn more...a "home office" or "middle/back office" environment. + Banking, Lending & Trust (BL&T) **:** Center of Excellenceproviding access… more
- Truist (Charlotte, NC)
- …consumer and small business banking, commercial banking, corporate and investment banking, wealth management , payments, and specialized lending businesses. ... understanding of core principles of credit, financial & credit analysis, commercial lending , credit risk management , underwriting, relationship management ,… more
- 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 ... perform the essential functions. + Bachelor's Degree + 7 or more years of lending or relationship management experience in the financial services industry +… more
- Huntington National Bank (Winston Salem, NC)
- …obtained within 90 days of hire + At least 5 years of wealth management /financial advisory/sales/relationship management experience in banking, investment ... Description Summary: The Private Bank Wealth Advisor III is the primary client relationship...Plan with a strong focus on capturing assets under management , loans, and deposits. + Self-acquires new business by… more