- 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
- 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
- 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
- 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
- Wells Fargo (Rock Hill, 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
- Regions Bank (Charlotte, NC)
- …jointly on clients with coverage bankers to understand clients' needs and specific risks to client business. + Works with coverage banker to develop client ... dedicated to taking appropriate steps to safeguard and protect private and personally identifiable information you submit. The information...+ Experience in relationship management either as a coverage banker or as a client facing member… 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
- 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
- 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
- Fifth Third Bank, NA (Charlotte, NC)
- …to take the next step? Discover a career in banking at Fifth Third Bank . GENERAL FUNCTION Performs a wide range of complex financial analysis and transaction due ... Market teams and members of the Corporate & Investment Bank and Middle-Market. Requires a high level of analytical...help senior members of the deal team develop innovative client solutions. Responsible and accountable for risk by openly… more
- Fifth Third Bank, NA (Charlotte, NC)
- …ready to take the next step? Discover a career in banking at Fifth Third Bank . 2025 Asset Backed Finance Summer Internship Fifth Third Bank 's project-based Asset ... a paid professional development opportunity where students will learn Fifth Third Bank 's business practices, operations, and procedures, and build skills you need to… more
- Regions Bank (Charlotte, NC)
- …Regions is dedicated to taking appropriate steps to safeguard and protect private and personally identifiable information you submit. The information that you submit ... documentation exceptions post-closing, and interacting with borrowers, outside counsel, bank associates, and a variety of third parties. **Primary Responsibilities**… more
- Regions Bank (Charlotte, NC)
- …The RECMPF Group is housed within the Capital Markets Group of Regions Bank and provides client -specific off-balance sheet financing solutions through its ... Regions is dedicated to taking appropriate steps to safeguard and protect private and personally identifiable information you submit. The information that you submit… more