- ITG Brands (Greensboro, NC)
- …Provide subject matter expertise across Salesforce solutions (CRM, TPM, Maps, Retail Execution App, CRMA), identifying opportunities to enhance processes and ... the sales cycle + Serve as a trusted technology advisor to Sales, Customer Marketing, Insights & Intelligence, and...+ Oversee system testing and user acceptance (UAT), tracking issues through resolution and securing stakeholder sign-off + Drive… more
- Bank OZK (Burlington, NC)
- …proactively resolve client concerns in a timely, professional, and positive manner, escalating issues to next level of authority, as needed. + Proactively serve as a ... continuous learning. + Provide backup and assistance to other retail banking roles and locations, as necessary. + Model...Ability to demonstrate confidence and act as a trusted advisor . + Ability to communicate effectively both verbally and… more
- PNC (Charlotte, NC)
- …respected, valued and have an opportunity to contribute to the company's success. As a(n) Issues Management Advisor - Retail Lending within PNC's ... Issues Management - Retail Lending organization, you will be based in Pittsburgh,...will have the following Key Skills & Qualifications: *Project Management Expertise Demonstrated ability to lead cross-functional initiatives by… more
- Comerica (Raleigh, NC)
- …strategically aligned into three major business segments; the Commercial Bank, the Retail Bank, and Wealth Management . Comerica's colleagues focus on ... Job Description Trust Advisor III Comerica Advisor SolutionsOur Strategic...procedures. Works with manager in developing solutions to most issues brought forth by principals, income beneficiaries and remaindermen… more
- Truist (Mooresville, NC)
- …of a broad range of personal financial planning/advisory/insurance and investment management /asset allocation concepts and understanding of retail credit and ... Asset Management Specialist AAMS(R) , Certified Trust and Financial Advisor CTFA(R), Chartered Life Underwriter CLU(R), CRPC(R) - Chartered Retirement Planning… more
- Comerica (Charlotte, NC)
- …strategically aligned into three major business segments; the Commercial Bank, the Retail Bank, and Wealth Management . Comerica's colleagues focus on ... Job Description Senior Wealth Advisor As a Senior Wealth Advisor ...strong banking acumen and peer relationships, negotiate, have innovative management , are customer focused, and drive for results.Position Responsibilities:… more
- First Horizon Bank (Charlotte, NC)
- …risk programs at a large financial institution, including RCSA, KRI, operational losses, issues management , new and modified product risk assessment, and third ... monitoring and testing, identify gaps and drive remediation of control deficiencies. * Escalate issues and gaps to line of business management and Risk. * Engage… more
- Comerica (Raleigh, NC)
- …strategically aligned into three major business segments; the Commercial Bank, the Retail Bank, and Wealth Management . Comerica's colleagues focus on ... Job Description Trust Advisor I The Trust Advisor I...opening and closing, KYC requirements, annual account reviews, and management of overdrafts. Actively contributes to the team, providing… more
- TD Bank (Wilmington, NC)
- …for this role. **Line of Business:** TD Wealth **Job Description:** The Financial Advisor (FA) role is a three-year program with a forgivable draw, for financial ... will be providing financial planning guidance & selling investment management solutions. A FA will need to leverage their...the client's relationships with TD Bank and refers to Retail and Wealth partners & affiliates as needed +… more
- Truist (Charlotte, NC)
- …of America) **Please review the following job description:** The Business Unit Risk Advisor II role, advising the retail broker dealer business, engages with ... Business Unit leadership in its management of risks and controls as well as its...Coordinate with stakeholders to resolve highly complex or challenging issues . 9. Advise on the effectiveness of BU risk… more
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