- Truist (Charlotte, NC)
- …of overall transaction and escalate complex matters to Team Lead and/or Divisional Sales Management . + Review of Electronic Correspondence/Social Media Review to ... compliance related procedures, training and identification of potential harmful trends, sales practice patterns, conflicts of interest or issues that potentially… more
- Citigroup (Charlotte, NC)
- …Salesforce programs required + Experience in Retail Banking, Financial Services, or Wealth Management industry preferred + Experience in Project Management ... The Consumer Sales Support Lead Analyst is a position responsible...a financial institution preferred + Working knowledge of project management methodologies, tools, and techniques + Proficient computer skills… more
- First Horizon Bank (Charlotte, NC)
- …a related field (Master's preferred). + 8+ years of proven experience in retail banking sales management , with at least 3 years in a senior leadership capacity. ... Company and its subsidiaries offer commercial, private banking, consumer, small business, wealth and trust management , retail brokerage, capital markets, fixed… more
- Benco Dental (Greensboro, NC)
- …including office design, equipment repair, practice coaching, financing and project management , wealth management and dental-specific technology solutions. ... Territory Sales Representative Location: Greensboro, NC Business Unit: ...to independently stay focused and motivated + Exceptional time management , organizational, and customer service skills + Proficient computer… more
- Benco Dental (Charlotte, NC)
- …including office design, equipment repair, practice coaching, financing and project management , wealth management and dental-specific technology solutions. ... Equipment Sales Specialist Location: Charlotte, NC Business Unit: ...to independently stay focused and motivated + Exceptional time management , organizational, and customer service skills + Proficient computer… more
- Truist (Charlotte, NC)
- …Real Estate, Commercial Community Bank, Business Banking, Small Business Banking, and Wealth Management ) via a cash flow management /working capital ... of America) **Please review the following job description:** Responsible for consultative sales of Treasury Solutions (TS) products and services to assigned client… more
- First Horizon Bank (Asheville, NC)
- …Company and its subsidiaries offer commercial, private banking, consumer, small business, wealth and trust management , retail brokerage, capital markets, fixed ... On site at location listed in job posting. **Bonus* Sales Business Development experience - Banking experience desired not...Include** + Business development of market area through proactive sales calls and networking to meet or exceed all… more
- Bank of America (Wilmington, NC)
- …(https://ghr.wd1.myworkdayjobs.com/Lateral-US/job/Honolulu/Merrill-Experienced-Financial-Advisor\_24007333) **Job Description:** Merrill Wealth Management is ... a leading provider of comprehensive wealth management and investment products and services for individuals, companies, and institutions. Merrill Wealth … more
- Coinbase (Charlotte, NC)
- …leadership team and cross functional teams supporting CaaS - product, account management , solutions architecture, legal, specialty sales * Advocating for ... emphasis on enabling trading, subcustody, and secured lending across retail, wealth , and institutional client segments. Coinbase's product platform and the markets… more
- EPAM Systems (Charlotte, NC)
- …problems. Years of expertise in a combination of information technology, retail banking, wealth management , asset management , and capital markets. If this ... one or more of the following areas: retail banking, wealth management , asset management , or...markets **Requirements** + 10+ years of experience in P&L, Sales , Account Management roles + 10+ years… more