Who we are Shape a brighter financial future with us. Together with our members, we're changing the way people think about and interact with personal finance. We're a next generation fintech company using innovative, mobile first technology to help our millions of members reach their goals. The industry is going through an unprecedented transformation, and we're at the fo

Primary Office Location 19525 West Catawba Avenue. Cornelius, North Carolina. 28031. 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 lend

Truliant's mission is to improve lives by putting our members first, providing great service and straightforward financial solutions. Our core values of Member Focus, Service, Guidance, Relationships, and Community define how we interact with members to fulfill our mission of improving lives and providing a foundation on which we conduct ourselves. Our Promise to Our Team

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

Independently manage a litigation caseload, working cases from beginning to end Regularly handle court appearances and depositions Communicate with clients and provide status reports Why Should You Apply? Collaborative work environment Excellent Benefits including a 401k match Professional development programs including in house CLE and National Attorney Training Generous

Are you ready to take your career to the next level? Regional strives to positively impact the financial lives of our customers. For over 35 years, our Team Members have been passionate about supporting customers through their financial challenges in life. They take pleasure in finding solutions and lending a helping hand, both to our customers and our communities. As we

Who we are Shape a brighter financial future with us. Together with our members, we're changing the way people think about and interact with personal finance. We're a next generation fintech company using innovative, mobile first technology to help our millions of members reach their goals. The industry is going through an unprecedented transformation, and we're at the fo

Daily workflow of the pricing processes. Resolve complex NAV calculation and pricing issues and escalate as needed, exercise strong judgment within guidelines. Maintain oversight of security valuation and NAV calculation function of external fund accounts. Prepare and review weekly / monthly / quarterly / annual statistical data and other reporting for the funds' Boards a

Who we are Shape a brighter financial future with us. Together with our members, we're changing the way people think about and interact with personal finance. We're a next generation fintech company using innovative, mobile first technology to help our millions of members reach their goals. The industry is going through an unprecedented transformation, and we're at the fo

Provide financial and wealth transfer strategies and solutions through the creation of sophisticated wealth plans for high net worth individuals. Coordinate with Wealth Planners to prepare deliverables for clients that include detailed analysis, observations and recommendations. Review client deliverables prepared by other wealth planning team members. Possess a knowledge

Delivers support to processes and tasks in the Collections space, with some support to improve a given process and/or project. This is an exciting career opportunity to work in a multinational, Global 500 company that makes global trade happen. You will be interacting daily with colleagues internationally, giving you the opportunity to develop your professional skills in a

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 1318 North Bridge Street. Elkin, North Carolina. 28621. Join our team. Make a difference for us and for your future. Position Title Floating 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

Truliant's mission is to improve lives by putting our members first, providing great service and straightforward financial solutions. Our core values of Member Focus, Service, Guidance, Relationships, and Community define how we interact with members to fulfill our mission of improving lives and providing a foundation on which we conduct ourselves. Our Promise to Our Team

CPI Security, a leader in security and automation systems is hiring a Residential Security Sales Manager for our team in our Wilmington, NC market. They will be responsible for cost evaluations, and ongoing budget planning for developing current and new markets in the surrounding areas and must be able to thrive in a competitive, fast paced sales environment, and have str