- Regions Bank (Charlotte, NC)
- … risks + Monitors and manages the credit exposure within Regions' Private Wealth portfolio and identifies opportunities for exposure reduction or ... the system. **Job Description:** At Regions, the Private Wealth Management Credit Portfolio Manager is responsible for independently analyzing,… more
- Bank of America (Charlotte, NC)
- …impact. Join us! **Job Description:** Manages the end-to-end credit process for a portfolio of Private Wealth Management clients and works with the ... + Serve as main point of contact for regional portfolio of credit relationships + Synthesize appropriate...Manager **Required Qualifications:** + 7+ years of commercial / private wealth management credit experience… more
- Bank of America (Charlotte, NC)
- …with complex balance sheets and income streams + 3 - 5+ years of commercial/ private wealth management credit experience + Strong negotiation and ... Senior Credit Underwriter, Global Wealth & Investment...in a responsible and profitable manner, and managing a portfolio of existing lending relationships. The SCU performs and… more
- Citizens (Charlotte, NC)
- Description (Applicants must have experience in payments, private banking, and wealth systems, with expertise in products, solutions architecture and aligning ... processes. Required Qualifications + 15+ years of working experience in payments, private banking and wealth systems, with expertise in products, solutions… more
- Truist (Charlotte, NC)
- …strategies with the Commercial Community Bank, Corporate and Institutional Group, Private Wealth Management, Corporate Liquidity Product Sales, Lending, Card ... Community Bank, Healthcare/Higher Education/Government (HHG), Corporate and Institutional Group, Private Wealth Management, Treasury Services, Treasury Solutions… more
- First Horizon Bank (Charlotte, NC)
- …team. This role partners with local Relationship Managers and provides daily credit analysis, underwriting, and portfolio management support for assigned ... providing mentoring and guidance to junior members of the portfolio management team and working closely with Credit...southern US The Company and its subsidiaries offer commercial, private banking, consumer, small business, wealth and… more
- Wells Fargo (Charlotte, NC)
- …with new business opportunities **Required Qualifications:** + 4+ years of Wealth Investment Portfolio Management experience, or equivalent demonstrated through ... **The Fixed Income Strategies Team** is searching for a **Fixed Income Portfolio Manager -** **Municipals.** **The Fixed Income Strategies Team (FIST)** is part… more
- Wells Fargo (Charlotte, NC)
- …Lead Fiduciary Advisory Specialist (LO)) responsible for offering personalized advice and wealth management related to Special Needs Trusts for HNW and UHNW ... Trust Services internally and externally. Contribute to the growth of the wealth management business by promoting Special Needs Trust Services including onboarding… more
- First Horizon Bank (Charlotte, NC)
- …weaknesses and trends and alerting management (Group Manager, Market President, Senior Credit Officer) to deteriorating portfolio conditions + Ensures client ... states across the southern US The Company and its subsidiaries offer commercial, private banking, consumer, small business, wealth and trust management, retail… more
- Truist (Charlotte, NC)
- …to serve the retail banking needs of our clients' owners/management/teammates (eg Private Wealth Management, Truist@Work Financial Wellness, Momentum onUp, etc). ... (I - II) should be differentiated based on years of banking experience, portfolio size, and overall potential in the role per leadership discretion. ESSENTIAL DUTIES… more
- First Horizon Bank (Charlotte, NC)
- …states across the southern US The Company and its subsidiaries offer commercial, private banking, consumer, small business, wealth and trust management, retail ... AL; Memphis, TN; Chattanooga, TN; Charlotte, NC **SUMMARY** Support the Credit Risk Models Team with the development, testing, implementation, monitoring,… more
- First Horizon Bank (Charlotte, NC)
- …states across the southern US The Company and its subsidiaries offer commercial, private banking, consumer, small business, wealth and trust management, retail ... aspects of the loan application and supporting documentation to make prudent credit decisions which maximize organizational profit and minimize risk or loss. Provide… more
- Truist (Charlotte, NC)
- …reporting for production and portfolios for the Commercial Community Bank and Private Wealth related to pricing performance, pipeline, originations, existing ... to assist with segment pricing capabilities. Guides product and portfolio profitability (loan pricing, relationship profitability, or valuation models, tools… more