Wealth Operations Manages operational risk for Institutional Trust ensuring compliance with all applicable regulations, policies, and resolving complex service issues. Makes appropriate changes to team policies, procedures, and efficiencies in order to meet objectives. Works with operations, legal, and compliance teams to ensure mitigation of controllable operational loss

Primary Office Location 3400 Westgate Drive. Durham, North Carolina. 27707. Join our team. Make a difference for us and for your future. Position Title Relationship Banker Business Unit Retail Reports to Varies Based on Assignment Position Overview This position is expected to develop proficiency of basic consumer banking transactions, account servicing, and lending. The

Data Analysis Sources, compiles, and interprets data. Analyzes data for accuracy and efficiencies, effectively communicates analysis output. Identifying Requirements Determines system requirements and communicates them through the use of specifications, reports, project plans, or other forms of documentation. Identifies issues that affect system processes, and assists in

Complete FCMA roadmap as intended and all onboarding activities from day one to program completion, including the successful completion of a Consultative Selling Skills Certification Become proficient at deepening Consumer and Small Business customer relationships by providing a memorable customer experience Gain knowledge, demonstrate and maintain a working knowledge of

Data Analysis Sources, compiles, and interprets data. Analyzes data for accuracy and efficiencies, effectively communicates analysis output. System Support Provides daily technical support for systems by responding to inquiries, ensuring processes run smoothly, and working to continuously improve the end user experience. Assists in implementing recommended modifications a

Excellent verbal, written, and interpersonal skills Ability to prioritize and organize effectively Ability to work on multiple projects simultaneously Ability to work both independently and with others Ability to operate in a fast moving, team oriented, collaborative environment with tight deadlines Proficiency in using MS Office Suite and Windows based computer applicati

Strong working knowledge of commercial real estate finance and willingness to work on several types of commercial real estate, construction loan, and other commercial lending transactions. Also, strong working knowledge to support originations of SBA 7a, SBA 504 and USDA loans consistent with Bank policy and SBA Standard Operating Procedure (SOP) or USDA guidelines. Stron

Portfolio Management Manages an assigned portfolio of commercial, business, or Small Business Administration substandard graded relationships. Analyzes loans and supporting collateral to develop and execute a plan for resolution. Approves modifications and renewals. Identifies and documents troubled debt restructures, recommending status changes as appropriate. Reporting

OF POSITION A Financial Advisor should demonstrate commitment to delivering distinctive service. The position is responsible for managing a portfolio of existing Firm clients and development of new business through aggressive solicitation of identified qualified prospects. Through this process, become the primary financial advisor for a portfolio of clients which would inc

Supports management with proactive financial analysis, leadership, and support on critical business initiatives. Supports in the development of executive presentations. Supports the budgeting, strategy week, and other financial planning activities, as needed. Supports the expansion, development, and standardization of Corporate Finance's current reporting. Develops intuit

Supports management with proactive financial analysis, leadership, and support on critical business initiatives. Supports in the development of executive presentations. Supports the budgeting, strategy week, and other financial planning activities, as needed. Supports the expansion, development, and standardization of Corporate Finance's current reporting. Develops intuit

Use the consultative sales process and Financial Needs Assessment to build a thorough customer profile and identify current and future financial needs. Maintain an in depth knowledge of Retail consumer and small business products/services and recommend appropriate solutions using our value proposition. Utilize CAMP and other approved Marketing tools to proactively reach o

Use the consultative sales process and Financial Needs Assessment to build a thorough customer profile and identify current and future financial needs. Maintain an in depth knowledge of Retail consumer and small business products/services and recommend appropriate solutions using our value proposition. Utilize CAMP and other approved Marketing tools to proactively reach o

Primary Office Location 501 Fayetteville Street. Raleigh, North Carolina. 27601. Join our team. Make a difference for us and for your future. Position Title SBA Business Development Officer Business Unit Commercial Banking Reports to SBA Senior Sales Manager Position Overview This position is primarily responsible for developing new loan volume through the Small Business

Portfolio Management Manages an assigned portfolio of commercial, business, or Small Business Administration substandard graded relationships. Analyzes loans and supporting collateral to develop and execute a plan for resolution. Approves modifications and renewals. Identifies and documents troubled debt restructures, recommending status changes as appropriate. Reporting