- Truist (Charlotte, NC)
- …shift (United States of America) **Please review the following job description:** The Wealth Credit Portfolio Manager is responsible for underwriting loan ... (ie wholesale) credit requests. In addition, the Wealth Credit Portfolio Manager proactively...process for portfolio loan transactions. Manage end-end credit delivery process, in partnership with cross-functional… more
- Truist (Charlotte, NC)
- …and deepening client relationships through needs-based, high-level client service and through delivery of the full suite of Truist Wealth solutions. Accomplished ... planning and financial advisory concepts to provide an integrated delivery of a broad range of wealth ...Wealth Management and demonstrated ability to manage a portfolio of high net worth clients * Graduate of… more
- Truist (Charlotte, NC)
- …(United States of America) **Please review the following job description:** The Wholesale Credit Delivery Associates and Analysts have a strong understanding of ... and prospects. Takes ownership of projects in coordination with assigned senior Credit Delivery leader and mentors more junior teammates. Performs prudent… more
- Citizens (NC)
- Description As the Wealth Operations Group Manager- Performance Reporting you are responsible for overseeing and managing the operations of the Wealth Management ... group. You ensure the efficient and effective delivery of operational processes, including client onboarding, account maintenance, and transaction processing. This… more
- TD Bank (Charlotte, NC)
- …bank's lending portfolio . Primary focus will be on securities-based lines of credit product in addition to other wealth consumer lending solutions. This role ... Description:** The Product Manager will oversee day-to-day management and delivery of assigned products, including product performance and strategic enhancements… more
- Truist (Charlotte, NC)
- …collaborating with various partners including Public Finance, Industry Consultants, Wholesale Payments, Credit Delivery , Wealth , and Risk partners to execute ... Government portfolio by ensuring the servicing of all client credit relationships, including credit proposal write-ups, file documentation, legal… more
- TD Bank (Wilmington, NC)
- …provide you more specific details for this role. **Line of Business:** TD Wealth **Job Description:** The Financial Advisor (FA) role is a three-year program with ... to service the unique and complex needs of TD Wealth clients by reviewing financial goals and making investment...an exceptional client experience + Identifies opportunities within your portfolio and network to refer business to Retail and… more
- Truist (Greensboro, NC)
- …the following job description:** Serve as primary relationship manager for a portfolio of financially complex client relationships within the defined mass affluent ... Truist footprint. (In a de novo circumstance [limited established portfolio of clients upon job entry], serves to establish...to develop and deepen relationships and provide an integrated delivery of a broad range of retail solutions including… more