• Private Wealth Credit

    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
    Regions Bank (07/16/25)
    - Save Job - Related Jobs - Block Source
  • Credit Manager, Global Wealth

    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 (05/30/25)
    - Save Job - Related Jobs - Block Source
  • Senior Credit Underwriter, Global…

    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
    Bank of America (06/18/25)
    - Save Job - Related Jobs - Block Source
  • Distinguished Architect - Private Bank,…

    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
    Citizens (05/29/25)
    - Save Job - Related Jobs - Block Source
  • Business Deposits Product Portfolio Leader

    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
    Truist (07/02/25)
    - Save Job - Related Jobs - Block Source
  • Senior Portfolio Manager

    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
    First Horizon Bank (06/21/25)
    - Save Job - Related Jobs - Block Source
  • Fixed Income Portfolio Manager - Municipals

    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 (07/04/25)
    - Save Job - Related Jobs - Block Source
  • Senior Lead Trust Advisor - Special Needs Trust

    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
    Wells Fargo (06/18/25)
    - Save Job - Related Jobs - Block Source
  • Middle Market Banker

    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
    First Horizon Bank (06/28/25)
    - Save Job - Related Jobs - Block Source
  • Middle Market Banker

    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
    Truist (05/18/25)
    - Save Job - Related Jobs - Block Source
  • Senior Quantitative Model Analyst

    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 (05/01/25)
    - Save Job - Related Jobs - Block Source
  • Mortgage Underwriter

    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
    First Horizon Bank (07/18/25)
    - Save Job - Related Jobs - Block Source
  • Enterprise Performance Acceleration Analyst…

    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
    Truist (07/18/25)
    - Save Job - Related Jobs - Block Source