Top Finance Jobs in Charlotte, NC

The personal banker role involves delivering exceptional customer service, facilitating account openings, providing financial solutions, and developing customer relationships while ensuring compliance with banking regulations.

Lead and coordinate moderately complex commercial loan servicing activities, ensure compliance and timely data management, resolve customer issues, liaise with stakeholders, perform quality reviews, mentor staff, and participate in a DOL-registered apprenticeship for professional development.

Wells Fargo seeks an Associate Personal Banker, responsible for delivering exceptional customer experience, assisting with account openings, and recommending appropriate bank products. The role requires interaction with customers to build relationships and service their financial needs while ensuring compliance with regulations.

The Senior ISDA Negotiator prepares and negotiates capital markets agreements, advises on trends, leads projects, and coordinates compliance with various teams.

The Corporate Banking Associate will support credit analysis, portfolio management, and client relationship management, collaborating with various teams to oversee credit exposures and ensure compliance with internal policies.

Manage high-level risk in Asset Servicing processes, leading a team, reconciling events, and communicating with various business units while ensuring efficiency and compliance.

Manage strategic partner relationships in Wealth & Investment Management, identify process improvements, analyze business needs, and ensure high client satisfaction. Oversee project management and contract negotiations, while collaborating with senior leaders.

Lead and manage credit assessments, underwriting, monitoring, and documentation for a portfolio of insurance and financial institution clients. Coordinate loan closings, perform detailed financial and industry analysis, partner with bankers and risk teams, support audits and exams, lead due diligence, present portfolio updates to senior leadership, and mentor junior staff while ensuring adherence to credit policies and regulatory requirements.

Manage municipal fixed income portfolios for high-net-worth clients and institutions, implement tax-sensitive strategies, lead team strategy calls, communicate market updates, support advisors and Client Relationship Group partners, and execute tactical positioning within investment guidelines.

As a Senior Premier Banker, you will acquire and deepen customer relationships, offer tailored financial advice, and ensure compliance with banking regulations while mentoring branch staff.