- Bank of America (Asheville, NC)
- Financial Solutions Advisor Stage II - Consumer Investments - Greenville Market Asheville, North Carolina;Asheville, North Carolina; Greenville, South ... are guided by a common purpose to help make financial lives better through the power of every connection....offering competitive benefits to support their physical, emotional, and financial well-being. Bank of America believes both in the… more
- Baylor Scott & White Health (Raleigh, NC)
- …may vary based on position type and/or level **Job Summary** Prepares financial statements. Performs monthly balance sheet and income statement analyses. Analyzes ... changes in financial position and budget variance. Consults and advises senior...budget variance. Consults and advises senior management on complex financial and operational issues. These issues impact the strategic… more
- Bank of America (Charlotte, NC)
- … Solutions Advisor Stage I, you will typically progress into the next role, Financial Solutions Advisor Stage II , where you will continue to practice the ... and deepening relationships within a portfolio of clients. As a successful Financial Solutions Advisor Stage II , you will have the opportunity to advance… more
- Truist (Charlotte, NC)
- …organizations. **Job Description:** **(expecting this aligns to the common GCO Senior Risk Advisor II job description)** Following is a summary of the essential ... (expecting this aligns to the common GCO Senior Risk Advisor II job description)** The requirements listed...and related training -Twelve years of experience in a financial institution with emphasis on risk management or equivalent… more
- TD Bank (Charlotte, NC)
- …business group based on their respective strategy and business requirements. The Compensation Advisor II will manage the day-to-day relationship with our various ... managing the communication requirements + May provide guidance to Compensation Advisor I positions **Education & Experience:** + Undergraduate Degree or equivalent… more
- Truist (Charlotte, NC)
- …in the Medical Specialty Group. Develops and deepens relationships through proactive financial consulting for all clients. Typically manages a portfolio of Medical ... 50% in Deposits. The Medical Specialty Group (MSG) provides financial advice and solutions exclusively to physicians and medical...facilitating the migration of clients to the appropriate Client Advisor on the team as well as makes referrals… more
- Truist (Charlotte, NC)
- …the following job description:** The GCO (Governance and Controls Organization) Risk Advisor partners with the CFO Organization in its execution of Enterprise Risk ... education and related training + 6-8 years of experience in a financial institution with emphasis on risk management, audit, operations, process engineering or… more
- Truist (Charlotte, NC)
- …job description:** * This position is located on-site* Provides in-office client and advisor support to a team of Wealth Advisors managing a portfolio of high ... net-worth clients. Closely works with assigned advisor (s) to meet the needs and objectives of the...Qualifications: 1. 5 years of previous banking or other financial institutional experience 2. Strong fiduciary and investment management… more
- MSC Industrial Supply Co. (Davidson, NC)
- …15 Work Location :Davidson, NC (CSC) BRIEF POSITION SUMMARY: The Deal Desk Analyst II for MSC's Commercial and Public Sector Teams will own the support of all ... financial business phases of the customer journey by managing.../government program requirements and promoting MSC as a trusted advisor in the business relationship. This role will be… more
- PNC (Charlotte, NC)
- …have an opportunity to contribute to the company's success. As a Sales Leader II C&IB within PNC's Commercial organization, you will be based in Charlotte, NC. This ... be performed remotely, at manager's discretion. Commercial Banking provides financial services, both in and out of PNC's branch...million to $50 million. You will be a trusted advisor within a fast-paced, ever-changing environment. Your ability to… more
- Deloitte (Charlotte, NC)
- …attorney + Enrolled Agent + Project Management Professional (PMP) + Chartered Financial Advisor (CFA) + Professional Engineer Preferred: + Advanced degree ... well-respected team of proven innovators! Work you'll do: As a Tax Consultant II you will identify eligible federal C&I generating activities and manage and… more
- Truist (Winston Salem, NC)
- …small business and premier clients. A strong understanding of consumer financial products, retail banking operations, risk management frameworks, and regulatory ... cause, the corrective action plans and work with business partners and GCO advisor team to successfully implement and document remediation. 7. Support the business… more
- Truist (Charlotte, NC)
- …cause, the corrective action plans and work with business partners and GCO advisor team to successfully implement and document remediation. 7. Support the business ... as defined in policy. 10. Coach and develop risk advisor teammates within the GCO. 11. Communicate, lead discussions,...experience. 2. Ten years of risk management experience in financial services or related field. 3. Seven years of… more
- Truist (Raleigh, NC)
- …Manager is responsible for underwriting loan transactions, including completing all required financial and other due diligence, in order to make recommendations for ... customized credit facility structuring and associated risks. Manage time-critical financial and operational due diligence and underwriting activities. Negotiate key… more
- TD Bank (Charlotte, NC)
- …the business while conducting audits + Consult assigned lines of business (trusted advisor ) for audit + Strong influencing skills + Ensure resources are effectively ... 8 + years in IT Audit roles, either in Financial Services or Public Accounting/Professional Services. + Knowledge of...Are:** TD is one of the world's leading global financial institutions and is the fifth largest bank in… more
- Anywhere Real Estate (Charlotte, NC)
- …+ Document all information to support decisions made in the appropriate operating/ financial system for control purposes. + Manage resolutions for returned, cancelled ... expertise, network, and unique business model that positions us as a trusted advisor throughout every stage of the real estate transaction. **We pursue talent** -… more
- Truist (Charlotte, NC)
- …of legal and regulatory support to various Truist business units, including the Financial Crimes unit; ( ii ) Advise on various compliance matters, including ... developments pertaining to BSA/AML and OFAC compliance; (iv) Assist with financial crime investigations, due diligence matters, and risk assessments; (v) Identify… more
- Mass Markets (NC)
- …maintain relationships with key clients and stakeholders, serving as a trusted advisor and advocate for the company's value proposition. + Market Expansion:Lead ... decision-making capabilities. + Strong business acumen and understanding of financial metrics. + Outstanding negotiation, communication, and relationship-building skills.… more