- Truist (Charlotte, NC)
- …they are consistent with the Bank's risk appetite, regulator expectations and industry standard. + Identify areas of opportunity to improve risk visibility within ... equivalent education and related training + 15 years of banking or relevant experience + Audit experience + Professional...+ 5 or more years experience in small business banking **General Description of Available Benefits for Eligible Employees… more
- ServiceNow, Inc. (Charlotte, NC)
- …as a strategic advisor to Product, Development, and Marketing to provide industry insight and feedback to produce best in class solutions across the FSO segment. ... is a deep expertise role that operates together with ServiceNow's customer-centric industry transformation sales teams as well as core functions within the firm… more
- Raymond James Financial, Inc. (Charlotte, NC)
- …learning, apprenticeship and training at the firm's international headquarters, the Advisor Mastery Program (AMP) offers a comprehensive education for the next ... a Mentor, Branch Manager, and/or a team of Financial Advisors, the Financial Advisor Trainee will learn to build an individual practice. The Trainee will balance… more
- Truist (Charlotte, NC)
- …America) **Please review the following job description:** Serve as primary relationship advisor for high net worth and ultra-high net worth wealth clients. ... connected in the community * Expected to be the expert level "market moving" advisor with ability to handle the most challenging, sensitive and complex banking … more
- Bank of America (Charlotte, NC)
- Merrill Financial Solutions Advisor - Charlotte & Associates Market Charlotte, North Carolina;Huntersville, North Carolina **Job Description:** **Job Description** ... Make a difference where it counts by joining our industry -leading wealth management team at Bank of America and...this stage of your journey, the Merrill Financial Solutions Advisor (Merrill FSA) will help provide you with the… more
- Truist (Charlotte, NC)
- …segment definitions by facilitating the migration of clients to the appropriate Client Advisor on the team as well as makes referrals of new business opportunities ... lending or relationship management experience in the financial services industry + FINRA: Maintains proper licenses including Series 7,...assigned clients + Possess very strong deposit and general banking acumen to deliver advice on banking … more
- First Horizon Bank (Charlotte, NC)
- …**Location** : Onsite listed in the job posting. **Summary** The Operational Risk Advisor will report to the head of ERM/ORM. The role is responsible for ... collaborating on risk program enhancements and risk activity execution. + Participate in industry forums and build relationships with other large banks across the … more
- Bank of America (Charlotte, NC)
- Financial Solutions Advisor - Consumer Investments - Charlotte, NC Charlotte, North Carolina **Job Description:** At Bank of America, we are guided by a common ... plan with brokerage products, including stocks, bonds, mutual funds, annuities, and banking and money managed solutions * Recommends banking and investments… more
- Truist (Charlotte, NC)
- …their long-term financial goals. 2. Set the strategic direction of the Financial Advisor team to increase assets under management, sales and service. 3. Develop and ... professional and ethical standards set forth by Truist, the Financial Industry Regulatory Authority (FINRA), and other regulatory bodies. QUALIFICATIONS Required… more
- Truist (Charlotte, NC)
- …advisors to define and meet clients' tax, financial, estate planning, and banking goals and objectives. 4. Ensures trust administrative duties are completed in ... proper memorialization of files in the iWork document imaging system and Advisor Desktop systems. 5. Coordinates annual Reg-9 administrative review resolution and… more
- USAA (Charlotte, NC)
- …**The Opportunity** We are seeking a Regulatory Reporting Quality Assurance Advisor to own the performance, independent validation and improvement of external ... or process experience in the financial services, insurance, or relevant industry . + Experience identifying problems/trends and developing and recommending solutions… more
- Pegasystems (Charlotte, NC)
- …experience + 10+ years of direct enterprise software sales experience + Knowledge of FS/ Banking industry , with a preference for Commercial Banking experience ... software industry as a Strategic Account Executive in our Premiere FS/ Banking vertical. Every business/ industry /company is looking to modernize the way they… more
- Wells Fargo (Charlotte, NC)
- …Small Business. + Knowledge of Analytics + In-depth understanding of the banking and financial services industry , including regulatory compliance, market trends, ... Wells Fargo is seeking a **Lead Business Execution Consultant** in **Commercial Banking Operations** and **Small Business Banking Operations.** **In this role,… more
- Truist (Charlotte, NC)
- …Estate, Wholesale Credit, and Payments/Treasury Solutions. This role acts as a talent advisor on the industry , including its unique talent needs, trends, and ... Wholesale Talent Acquisition professionals who have a deep understanding of Wholesale Banking , including Commercial Banking , Corporate & Investment Banking ,… more
- Truist (Charlotte, NC)
- …eight (8) risk types in multiple assigned business units within the Retail Banking Core Business Line (CBL). Oversee risk appetite and business risk strategy ... business units, including strong awareness of internal and external risks, industry best practices, current and emerging technologies, business unit(s) regulation… more
- Truist (Charlotte, NC)
- …they are consistent with the Bank's risk appetite, regulator expectations and industry standard. + Identify areas of opportunity to improve risk visibility within ... consulting, operations, process engineering, or risk management in the financial services industry + 5+ years supervisory or management level experience. + Strong… more
- Wells Fargo (Charlotte, NC)
- Commercial Banking provides local coverage and specialized industry expertise to companies in a wide variety of industries and subsectors across multiple ... to companies of all sizes. In addition to traditional lending products, Commercial Banking is a market leader in asset-based lending, equipment finance and leasing,… more
- Deloitte (Charlotte, NC)
- …federal tax compliance and consulting services to large global and dynamic midsize banking and securities clients? If you answered "Yes" to any of these questions, ... provide federal tax consulting and compliance services to a clients in the banking and financial services industries. You will work directly with the client, manage… more
- Truist (Charlotte, NC)
- …experience and training 3. Strong knowledge of SOX and other industry -related regulatory requirements. 4. Strong knowledge of operational and other non-financial ... Finance or Business, or equivalent education and related training 2. 12 years of banking or relevant experience 3. Audit experience 4. Strong knowledge in field of… more
- Truist (Charlotte, NC)
- …they are consistent with the Bank's risk appetite, regulator expectations and industry standard. 5. Identify areas of opportunity to improve risk visibility within ... or Business, or equivalent education and related training 2. 15 years of banking or relevant experience 3. Audit experience 4. Professional designation related to… more