- JPMorgan Chase (Belmont, NC)
- …their lives by providing education and advice tailored to suit their financial needs. As a Private Client Banker in Branch Banking, you are the main point of ... sources. **Job responsibilities** + Shares the value of Chase Private Client with clients that may be...using a value-added, relationship-oriented approach to acquire and deepen client relationships + 1+ year Branch Banking Banker… more
- Huntington National Bank (Charlotte, NC)
- Description Summary:The Private Bank Area Service Manager, as part of Huntington Bank 's Private Client Group, is responsible for management of a ... Private Bank Service Specialist team, covering multiple practices (...area more efficient. + Takes personal ownership of complex client issues; confers with Senior Leadership for their input,… more
- Fifth Third Bank, NA (Charlotte, NC)
- …onboarding, and communication. Client retention and the consistent delivery of the Private Bank client experience are critical to this role. Responsible ... clients and prospects. Collaborates with the Private Bank Team to consistently deliver high-quality client ...+ Drive further integration of Life 360 in the Private Bank through incorporating client … more
- JPMorgan Chase (Charlotte, NC)
- …you with the opportunity to take your career to the next level. As a Private Banker in the US Private Bank , you are responsible for advising families on ... a first-class experience to clients within JP Morgan's US Private Bank . If you have an entrepreneurial...all aspects of their balance sheet and generate new client acquisition. You will be part of a local… more
- Huntington National Bank (Charlotte, NC)
- Description Summary:The Private Bank Service Specialist III, as part of Huntington Private Bank , is responsible for the day-to-day activities and ... interaction between the client and Huntington Bank in terms of...to policies and procedures. Service coverage for multiple practices ( Private Banking, Trust, & Investment Management). Duties and Responsibilities:… more
- Huntington National Bank (Charlotte, NC)
- Description Summary: The Director of Private Bank is the leader of the primary sales and relationship management colleagues of the Private Bank , who are ... worth and ultra-high net worth clients. The Director of Private Bank leads a team of Regional...existing ones + Manage a team that delivers legendary client service + Build strong relationships across all Huntington… more
- Huntington National Bank (Charlotte, NC)
- …Advisor IV is a primary client relationship manager in the Huntington Private Bank responsible for developing, delivering, and managing a high-net-worth ... client 's Wealth Plan. Duties and Responsibilities: + Builds relationships...coordinates the involvement of other specialists to fulfill the client 's Wealth Plan with a strong focus on capturing… more
- City National Bank (Charlotte, NC)
- …leveraged loans is highly desired, along with understanding of high net worth and private client lending and retail loan products. + Knowledge of Probability of ... and procedures as well as all regulatory requirements (eg Bank Secrecy Act, Know Your Client , Community...requirements (eg Bank Secrecy Act, Know Your Client , Community Reinvestment Act, Fair Lending Practices, Code of… more
- Huntington National Bank (Charlotte, NC)
- Description Summary: The Private Bank Market Manager III is responsible for managing and directing all Private Banking sales and service activities for a ... business development goals within the market to achieve success across the Private Banking team. + Responsible for meeting performance expectations relative to… more
- Wells Fargo (Fort Mill, SC)
- …in the US **About this role:** Wells Fargo is seeking a Senior Branch Premier Banker (SAFE) in Consumer and Small Business Banking, as part of Branch Banking. Learn ... required licensing and SAFE registration, the Senior Branch Premier Banker LP (SAFE) non-exempt employee will transition to the...serviced, banking services and options of various clients, and client needs. **In this role you will:** + Employees… more
- Truist (Charlotte, NC)
- …the CCB Industry & Advisory teams as appropriate to create the optimal client experience. Refer business and personal financial needs of assigned clients through the ... & Advisory team, and the Leadership Institute to consistently deliver a differentiated client experience in all client , prospect and center of influence (COI)… more
- Fifth Third Bank, NA (Charlotte, NC)
- …team in executing on the Wealth Strategy and assists the Private Bank team in coordinating the client experience. Provides professional consulting / advisory ... . + Will develop, present, modify and maintain, in collaboration with the full Private Bank team, a Wealth Strategy for each client and prospect. This… more
- Fifth Third Bank, NA (Charlotte, NC)
- …to take the next step? Discover a career in banking at Fifth Third Bank . GENERAL FUNCTION: Leadership, client -facing role, directing deal teams working on asset ... services to clients. + Pitch, structure, negotiate, market, and execute/close all client transactions + Management of ABS/ private placement transaction processes… more
- Bank of America (Charlotte, NC)
- …+ Proactive and creative approach to problem solving and skill in achieving client goals while adhering to Bank policy/risk profile. + Consultative influence ... North Carolina;New York, New York; Boston, Massachusetts; Melville, New York **Job Description:** At Bank of America, we are guided by a common purpose to help make… more
- Fifth Third Bank, NA (Charlotte, NC)
- …identified. + Memorialize and help to maintain, in collaboration with the Private Bank team, a Wealth Strategy for each client and prospect. This represents ... into Life360 and developing analyses. Should the prospect or client Wealth Strategy conclude that Fifth Third will play...be able to converse with clients, their advisors, and Private Bank team members convincingly. + Remains… more
- Bank of America (Charlotte, NC)
- GWIM Sr. Credit Underwriter Charlotte, North Carolina;Saint Louis, Missouri **Job Description:** At Bank of America, we are guided by a common purpose to help make ... offering competitive benefits to support their physical, emotional, and financial well-being. Bank of America believes both in the importance of working together and… more
- US Bank (Charlotte, NC)
- …growing client base, which includes mutual funds, hedge funds, private equity funds, offshore funds and other investment companies. The Alternative Investment ... At US Bank , we're on a journey to do our...to handle multiple tasks simultaneously and adapt to changing client priorities and regulatory requirements + Shows a commitment… more
- Bank of America (Charlotte, NC)
- …capable of independent activity on complex and sensitive transactions to include private equity sponsor transactions with I- Bank term loans; international ... organizational resources to deliver the full range of the bank 's capabilities to meet client needs and...range of the bank 's capabilities to meet client needs and to gain competitive advantage. **Required Qualifications:**… more
- US Bank (Charlotte, NC)
- At US Bank , we're on a journey to do our best. Helping the customers and businesses we serve to make better and smarter financial decisions and enabling the ... to life, and each person is unique in their potential. A career with US Bank gives you a wide, ever-growing range of opportunities to discover what makes you thrive… more
- Bank of America (Charlotte, NC)
- …Senior Business Development Officer Charlotte, North Carolina;Atlanta, Georgia **Job Description:** At Bank of America, we are guided by a common purpose to help ... offering competitive benefits to support their physical, emotional, and financial well-being. Bank of America believes both in the importance of working together and… more