- First Horizon Bank (Winston Salem, NC)
- …Responsible for acquiring, managing, growing, retaining, risk management, and relationship development/planning of approximately 250 business relationships with ... by establish deadlines. **Requirements** + Bachelor's degree and three years of banking experience. Business credit training and lending experience preferred. +… more
- MUFG (Charlotte, NC)
- …etc.) **Skills & Experience:** + Minimum of two years of sell-side M&A advisory and investment banking experience (with record of completed transactions from ... specialty investment bank and provides M&A, capital raising and strategic advisory services to entrepreneurs, family-owned companies, private equity sponsors and… more
- City National Bank (Raleigh, NC)
- …risk governance requirements * Review and challenge 1LOD risk acceptances and new business initiatives * Provide advisory , oversight, and challenge over key ... *OPERATIONAL RISK BUSINESS OVERSIGHT PROGRAM MANAGER* WHAT IS THE OPPORTUNITY?... Oversight (ORBO) Program Manager is responsible for providing advisory and oversight, with a particular focus on strengthening… more
- KeyBank (Charlotte, NC)
- …companies as well as private equity-owned businesses. They have proven client relationship skills and are capable of independent business development activity ... proven client relationships and execution capabilities + Strong preference for coverage/ business development experience in Insurance Investment Banking . Open to… more
- Truist (Charlotte, NC)
- …in specific areas of financial services and assists in line of business relationship management and risk monitoring. **ESSENTIAL DUTIES AND RESPONSIBILITIES** ... of value-added independent and objective risk-based internal audit assurance and advisory services. The Senior Audit Manager further develops and maintains… more
- MUFG (Charlotte, NC)
- …specialty investment bank and provides M&A, capital raising and strategic advisory services to entrepreneurs, family-owned companies, private equity sponsors and ... major corporations, through dedicated banking teams with deep industry sector experience and over...New York, Chicago, and Charlotte. Intrepid is the middle-market advisory arm of Mitsubishi UFJ Financial Group (NYSE: MUFG),… more
- Truist (Charlotte, NC)
- …corporate banking sector coverage, product, market, etc. within a business unit. 6. May participate in strategic decision-making outside their specific area. ... review the following job description:** Responsible for providing client coverage banking services to corporate clients, to include corporate finance and specialized… more
- Deloitte (Charlotte, NC)
- …The ideal candidate will have a significant level of relationship and business development experience within the Banking and Capital Market, and a proven ... Candidates should have an entrepreneurial spirit, relevant industry experience within banking , payments and/or the technology segment, strong relationship … more
- Truist (Charlotte, NC)
- …on sales and relationship management of complex and sensitive accounts and business development within a similarly complex market * 7 or more years of experience ... the following job description:** The Sports & Entertainment Group (SEG) Corporate Relationship Manager is responsible for partnering with the Senior Corporate … more
- Bank of America (Monroe, NC)
- …* Account Management * Client Experience Branding * Client Management * Client Solutions Advisory * Relationship Building * Business Development * Pipeline ... Relationship Banker - Hilltop Plaza Financial Center Monroe,...with conducting transactions through self-service resources, such as mobile banking , online banking , or ATM. Key responsibilities… more
- Bank of America (Hickory, NC)
- …+ Account Management + Client Experience Branding + Client Management + Client Solutions Advisory + Relationship Building + Business Development + Pipeline ... Relationship Banker - Hickory Downtown Financial Center Hickory,...with conducting transactions through self-service resources, such as mobile banking , online banking , or ATM. Key responsibilities… more
- Truist (Mooresville, NC)
- …perform the essential functions. 1. Bachelor's degree with a concentration in business , accounting, finance, banking or equivalent financial services experience ... as Microsoft Office software products. **Preferred Qualifications:** 1. Master's degree in business , accounting, finance, or banking . 2. Mass Affluent Banking… more
- Zions Bancorporation (Charlotte, NC)
- …Washington, and Wyoming. With a leading market share in small and middle-market banking , the Bank's 500+ client managers and 200+ wealth advisors have vigorous ... Capital Markets Zions Capital Markets provides targeted, client-driven financing and advisory solutions to help companies across our markets raise capital… more
- Bank of America (Chapel Hill, NC)
- …Management Client Investments Management Client Management Client Solutions Advisory Relationship Building Advisory Business Development Fraud Management ... and prospective clients. Key responsibilities include leveraging technology to achieve business growth goals, profiling activities to determine a client's investor… more
- Truist (Sanford, NC)
- …new production revenue. Proactively contact clients to fully develop commercial banking relationships by executing on Integrated Relationship Management (IRM) ... services to existing and prospective commercial clients. Leverage the CCB Industry & Advisory teams as appropriate to create the optimal client experience. Refer … 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. ... advice and solutions. Utilize objective and sound personal financial planning and financial advisory concepts to provide an integrated delivery of a broad range of… more
- Regions Bank (Charlotte, NC)
- …financial modeling and legal documentation + Participates in the education of relationship managers on advisory opportunities and product solutions + ... within Regions Capital Markets. The Product Lead will conduct business development activities to identify and source broader capital...for existing clients and prospects of the firm's Commercial Banking group. The Product Lead's primary role is to… more
- Wells Fargo (Charlotte, NC)
- …and compliance requirements + Partner with Renewables Asset Finance team, Corporate Banking Relationship Management and Industry Bankers to support client ... an Executive Director-level Portfolio Manager for Wells Fargo Corporate & Investment Banking Renewables team. The Renewables Portfolio Management is part of the… more
- Truist (Charlotte, NC)
- …risk appetite. 4. Proactively contact clients to fully develop middle market banking relationships by executing on Integrated Relationship Management (IRM) ... $500MM in annual sales. Leverage the CCB Industry & Advisory teams as appropriate to create the optimal client...as appropriate to create the optimal client experience. Refer business and personal financial needs of assigned clients through… more
- US Bank (Charlotte, NC)
- …Product (RNDIP) program. This position will partner with the retail Brokerage / Advisory business lines within Wealth, Corporate, Commercial and Institutional ... Banking (WCIB), as well as Consumer & Business Banking (CBB), Operations, and other risk...experience **Preferred Skills/Experience** - Working knowledge of RNDIP and banking , brokerage / advisory related regulations and… more