- Truist (Charlotte, NC)
- …via phone and electronic service requests. 2. Gain proficient understanding of all banking products, processes, and programs staying well informed of any changes. 3. ... the needs of clients. 5. Execute day to day transactional needs of Wealth assigned clients with a focus...service level agreements, ie transfers, overdrafts, etc. 6. Facilitate wire agreements and time sensitive wire requests… more
- Wells Fargo (Charlotte, NC)
- …and services. A trusted partner to our clients, we provide corporate and transactional banking ; commercial real estate lending and servicing; investment ... role:** Wells Fargo is seeking a **Senior Institutional Investment Operations Specialist ** for the **Foreign Exchange (FX) Operations** team within the Corporate… more
- Regions Bank (Fort Walton Beach, FL)
- …of the system. **Job Description:** At Regions, the Private Wealth Management Relationship Specialist assists in the coordinated delivery of a broad range of bank ... retain clients. **Primary Responsibilities** o Facilitates day to day standard transactional needs of the client base, including processing deposits, payments,… more
Locations:
North Carolina,
Florida