- Bank OZK (Burlington, NC)
- …of authority, as needed. + Proactively serve as a role model for banking center team members and coach relationship -building activities. + Collaborate ... providing sales leadership and coaching to team members, utilizing knowledge of banking products and services to build professional relationships with customers and… more
- Huntington National Bank (Charlotte, NC)
- Description Summary: Commercial Relationship Service Specialist Seniors serve as the primary service contact for assigned Commercial customers and ... Relationship Managers. Duties & Responsibilities: + Acts and makes...assigned Basic Qualifications: + 5+ years' experience in Commercial Banking customer service experience + High school diploma or… more
- Truist (Charlotte, NC)
- …(United States of America) **Please review the following job description:** The Senior Sourcing Specialist is expected to manage complex sourcing activities. ... change orders, renewals, amendments, Non-Disclosure Agreements and Master Agreements. The Senior Sourcing Specialist coordinates with Risk team to ensure… more
- First Horizon Bank (Raleigh, NC)
- …document processing. **Responsibilities** + Provide Commercial Lending Support to Commercial Relationship Managers + Review and Fund Loans + Assist with maintaining ... Relationship Managers portfolios - clear loan, collateral and deposit...and 3 - 5 years experience in a Client Specialist position + 5+ years customer service experience in… more
- First Horizon Bank (Raleigh, NC)
- …will provide administrative and commercial lending support to Commercial Lending Relationship Managers, Portfolio Managers and Client Specialists who provide SBA ... degree and a minimum of 10-12 years of experience as a Construction Specialist or equivalent combination of education and experience in banking , construction… more
- Wells Fargo (Charlotte, NC)
- …this role:** Wells Fargo is seeking a Senior Commercial Loan Servicing Specialist in Commercial Banking Operations / Wholesale Lending Operations as part of ... Commercial Banking . **In this role, you will:** + Lead a...+ Support our internal and external clients / partners ( Relationship Managers, Underwriters, Collateral team etc.) + Perform complex… more
- Huntington National Bank (Charlotte, NC)
- Description Job Description As a Treasury Management Specialist Senior at Huntington Bank, you'll play a vital role in fostering client relationships, delivering ... Basic Qualifications: + 6+ of relevant experience in treasury management and/or banking focusing on Commercial Real Estate (CRE) clients and supporting treasury… more
- NTT America, Inc. (Raleigh, NC)
- …Familiar with a variety of Channels concepts and procedures + Excellent relationship development and management skills both internally and externally + Interpersonal ... DATA recruiters will never ask job seekers or candidates for payment or banking information during the recruitment process, for any reason. Please remain vigilant of… more
- First Horizon Bank (Charlotte, NC)
- …their customers one opportunity at a time. **SUMMARY** The Pro CRE Loan Specialist position is a specialized position responsible for reviewing and understanding the ... and agents. + Provide Primary support and partnership to Relationship Managers (RM) and Portfolio Managers (PM) to ensure...control measures for the Bank. + Works closely with senior management, RMs, PMs, Credit Risk, Compliance and Internal… more
- SMBC (Charlotte, NC)
- …history, SMBC Group offers a diverse range of financial services, including banking , leasing, securities, credit cards, and consumer finance. The Group has more ... SMBC Group, which is one of the three largest banking groups in Japan. SMFG's shares trade on the...Manager. + Support the preparation of BAU and ad-hoc senior management decks and presentations. + Create and maintain… more
- TD Bank (Charlotte, NC)
- …and the Wealth Lending Advisors (WLA) support the lending activities of Wealth Banking .** **In this position, the Compliance Specialist will be supporting the ... Institutional and Mass Affluent clients of TD Bank, NA encompassing banking , custom credit, asset management, securities, investment advisory and insurance) through… more
- TD Bank (Charlotte, NC)
- …experience for our Mass Affluent customers. It is a Retail Program that delivers relationship banking , proactive advice and legendary service for our clients. It ... contributes on projects of significant scope, strategic impact and complexity + Senior specialist providing advisory services to executives, business segment… more
- TD Bank (Charlotte, NC)
- …experience for our Mass Affluent customers. It is a Retail Program that delivers relationship banking , proactive advice and legendary service for our clients. It ... consistently upheld across all customer touchpoints. The Sr Business Mgmt Specialist leads a significant business management function and/or strategy planning,… more
- TD Bank (Charlotte, NC)
- …expertise in a complex field and knowledge of broader related areas + Senior specialist providing advisory services to executives, business segment leaders and ... of enthusiastic colleagues dedicated to setting new industry standards. The Senior Compliance Business Oversight Manager provides advice, support and objective… more
- First Horizon Bank (Charlotte, NC)
- …oriented Corporate Treasury team is looking to add an experienced financial analyst/client specialist to help build new Wholesale Public Funds (WPF) Desk. This role ... of contact for the Group's clients for all servicing requests related to the client relationship and keep the Head of WPF informed as appropriate. To be effective in… more
- Bank of America (Charlotte, NC)
- …Specialist II, Lending Client Associate, Lending Client Support Manager, Lending Specialist , Senior Banker, Business Solutions Advisor or Financial Solutions ... for clients with residential mortgage needs and is the primary lending specialist working full time within the financial center. Key responsibilities include… more
- City National Bank (Charlotte, NC)
- …results of testing performed, and effectively communicate audit results to the Senior Audit Manager/Director and senior management in meetings, presentations, ... Custody Services, Specialty Wealth Assets, Investment Advisory, Broker/Dealer, Investment Banking activities for CNB's Capital Markets, Registered and Unregistered… more
- TD Bank (Charlotte, NC)
- …analysis and support for key business areas/portfolios as assigned. Proactively manages senior relationships in order to provide seasoned and deep business insights, ... parties + Serves as a source of advice to senior management in field of specialty; may lead team(s)...of complex projects and initiatives requiring seasoned business partner specialist knowledge and/or the integration of cross functional processes… more
- Truist (Charlotte, NC)
- …States of America) **Please review the following job description:** Serve as primary relationship advisor for high net worth and ultra-high net worth wealth clients. ... advisor with ability to handle the most challenging, sensitive and complex banking relationships. * Focuses on targeted prospecting and developing relationships with… more
- City National Bank (Charlotte, NC)
- …of testing performed, and effectively communicate audit results to the Audit Senior Manager/Director and senior management in meetings, presentations, and/or ... and synthesizes results of testing performed, effectively communicates results to senior management to affect change, and delivers well written audit reports… more