Senior Relationship Manager - Diversified Industries Corporate Banking Flagstar Bank NASenior Relationship Manager - Diversified Industries Corporate BankingCharlotte, NC$140,781.75–$275,380.15 / yearCredit Quality and Onboarding: Works with assigned portfolio managers to ensure pro-active monitoring of the credit quality of the portfolio through timely financial statement gathering, monitoring client's compliance with ongoing required reporting, properly analyzing financial information and taking or recommending appropriate corrective actions based on acceptable levels. As we continue to build out our platform and deepen our presence across key markets, we are looking for a seasoned professional who thrives in a fast-paced environment, brings an entrepreneurial spirit, and has a proven track record of cultivating and growing complex corporate banking relationships.
Senior Relationship Manager - Alternative Finance Small Biz HeroesSenior Relationship Manager - Alternative FinanceCharlotte, NCOur partner network and marketing systems generate a steady flow of qualified inbound opportunities, allowing you to focus on what you do best—building relationships, solving problems, and helping business owners grow. As a Senior Funding Manager, you'll manage both new opportunities and an existing book of business, creating long-term client relationships that generate repeat business, referrals, and lasting impact.
Relationship Manager Ascensus LLCRelationship ManagerCharlotte, NCWorks with Plan Sponsors, Brokers, Registered Investment Advisors, Trust Companies and other Third-Party Vendors, including auditors to respond to requests for specialized reports, communicate fund actions, consults on client inquiries and researches/resolves issues. Job Summary: Builds and maintains relationships as point of contact for assigned key relationships for qualified defined contribution retirement plans utilizing our Record-keeping platform; resolves team escalations, documents procedures and identifies areas for process improvement.
Senior Commercial Relationship Manager Ameris BancorpSenior Commercial Relationship ManagerCharlotte, NCThe Senior Commercial Relationship Manager makes sales calls and visits to business customers, high net worth individuals and prospects to customize solutions and meet loan, deposit and service needs while demonstrating the Ameris Vision, Purpose, Expectations and Values. Thoroughly collects and analyzes customer and prospect financials and other relevant data to assess viability, determine actual cash flow and perform ongoing credit grade determinations within policy guidelines.
Sr. Relationship Manager, Global Commercial Banking - Healthcare, Education, Not-for-Profit (Charlotte) Bank of America CorpSr. Relationship Manager, Global Commercial Banking - Healthcare, Education, Not-for-Profit (Charlotte)Charlotte, NCHENFP is unique in that our client teams are dedicated to adding value by providing specialized products and solutions to Not-for-Profit Healthcare (hospitals, health systems and insurance providers), Private Higher Education, and Not- For- Profits (charitable, cultural, social and leading Non-Governmental organizations); with annual revenues starting at $50 million and with no upper limit on revenue size of those organizations (the largest exceed $20 billion in annual revenue).Job Proven track record of prospecting new business, enhancing existing relationships and closing profitable transactions.• Professional proven sales skills and experience, including planning, execution and follow up of client meetings.•
Sr Relationship Manager - Commercial Real Estate - Charlotte Bank of America CorpSr Relationship Manager - Commercial Real Estate - CharlotteCharlotte, NCSecurities Industry Essentials (SIE), Series 7 & 63 (Must obtain SIE, series 7 & 63 within 180 days of start date)Skills:Client ManagementClient Solutions AdvisoryProspectingRelationship BuildingRisk ManagementFinancial AnalysisLeadership DevelopmentProject ManagementReferral IdentificationSales Performance ManagementBusiness DevelopmentClient Experience BrandingContinuous ImprovementData and Trend AnalysisPipeline ManagementEducation Requirements:Bachelor of Business Administration or equivalent degree in Business (Finance, Accounting, Economics, or Real Estate) or equivalent experience. Candidate will have demonstrated sales, marketing and leadership skills including ability to maintain effective working relationships with underwriting partners, portfolio manager partners, relationship administrators, Credit Risk Manager, support staff and other associates.
NewRelationship Manager - Emerging Tech Deposit & Payment Solutions (DPS) U.S. BancorpRelationship Manager - Emerging Tech Deposit & Payment Solutions (DPS)Charlotte, NC$147,420–$180,180 / yearDevelops and implements strategies for by satisfying customer needs through a full array of deposits, cash management, asset management, trust and custody, fund services, investment and other appropriate bank products and services. Experience selling into the technology, media, and telecommunications and/or fin tech/digital assets industries, with exposure to Embedded Payments, FBO, virtual accounts, and ecommerce/marketplace solutions.
Pharmacy Relationship Manager America's Pharmacy Group, LLCPharmacy Relationship ManagerCharlotte, NCWhether you are working in a Pharmacy looking for additional income, a seasoned healthcare sales expert, or aspiring to break into the Medical Sales industry, Healthcare Marketing Group, LLC provides an excellent opportunity for you. Provide Savings Cards by engaging with medical offices and educating Office Staff about how their patients can save up to 80% on medications.
Dealer Commercial Services Senior Relationship Manager - South Mid Atlantic Banco Santander (Brasil) SADealer Commercial Services Senior Relationship Manager - South Mid AtlanticCharlotte, NCThe Difference You Make: Dealer Commercial Services ("DCS") delivers integrated capital and banking solutions to automotive dealers nationwide, supporting dealer partners through a broad platform that includes floorplan financing, syndicated lending, commercial real estate solutions, treasury and merchant services, and other commercial banking capabilities. Discusses customer needs, problems, or complaints, and arranges for meetings between customers or prospective customers and representatives of various company functional areas.
Relationship Manager Development Program - Global Commercial Bank - Middle Market - Charlotte Bank of America CorpRelationship Manager Development Program - Global Commercial Bank - Middle Market - CharlotteCharlotte, NCResponsibilities:Acts as a trusted advisor for clients and prospects with annual revenues of $5 million to $2 billion, identifying opportunities and recommending integrated solutions that encompass multiple products and services as neededDevelops an in-depth understanding of clients'/prospects corporation, organization, and the related industry in addition to their strategy and needs, while responding to changes in the business environment or client/prospect needsLeverages ideas, insights, and relationships to generate new and incremental business for Bank of AmericaCollaborates with domestic and international teammates throughout Bank of America, including Investment Banking, Foreign Exchange and Wealth Management and facilitates client relationships with product specialists in Credit, Treasury Management, and Merchant Services in to ensure the integrated delivery of valuable financial solutions with the Risk & Compliance frameworkDesigns and implements a business plan that will maximize the profitability of each client and prospectBuilds relationships with internal and external sales referral partnersMotivates and influences client team members appropriately and collaborates in their onboarding, coaching, and developmentRequired Qualifications:• 10+ years of demonstrated sales experience, with a proven ability to drive revenue and build client relationships• Securities Industry Essentials (SIE), Series 7 and 63 licenses required to be obtained within 180 days of start date• Strong business development and analytical capabilities• Strong interpersonal and communication skills• Demonstrated resilience and commitment to continuous learning• Strong business acumen• Ability to read and interpret both audited and unaudited company financial statementsPreferred Qualifications:• Established local network of business referral sources and centers of influence (COIs)Skills:Business DevelopmentPipeline ManagementProspectingReferral IdentificationSales StrategyClient Experience BrandingFinancial AnalysisReferral ManagementRisk ManagementSales Performance ManagementData and Trend AnalysisMinimum Education Requirement:Undergraduate degree or equivalent work experience desired: Majors in business, finance or economics preferred. We value the unique perspectives individuals bring from all backgrounds and career paths - whether shaped by military service, community college education, or a wide range of work and life experiences.
High Net Worth Relationship Manager, Specialist The Vanguard GroupHigh Net Worth Relationship Manager, SpecialistCharlotte, PennsylvaniaThe team's primary objectives include facilitating effective communication regarding wealth purpose and intentions within families, providing educational resources to beneficiaries on responsible wealth stewardship, and equipping family members for future roles and responsibilities. To strengthen and cultivate Vanguard’s relationships with high-net-worth (HNW) and ultra-high-net-worth (UHNW) families by adopting a more systematic and dialogue-driven approach to planning.
SBA Relationship Manager - Specialized Vertical Lender The Toronto-Dominion BankSBA Relationship Manager - Specialized Vertical LenderCharlotte, NC$115,440–$173,160 / yearThe job acquires, develops and manages commercial banking relationships by providing customized solutions across different commercial segments to build a strategy that is right for the customer now, and in the future with a focus on growing the portfolio by providing financial solutions and developing new business from both existing and new customers. Total Rewards at TD includes base salary and variable compensation/incentive awards (e.g., eligibility for cash and/or equity incentive awards, generally through participation in an incentive plan) and several other key plans such as health and well-being benefits, savings and retirement programs, paid time off (including Vacation PTO, Flex PTO, and Holiday PTO), banking benefits and discounts, career development, and reward and recognition.
Business Banking Sr. Relationship Manager - Charlotte, NC - Carolina West Market Bank of America CorpBusiness Banking Sr. Relationship Manager - Charlotte, NC - Carolina West MarketCharlotte, NCThis includes our commitment to being an inclusive workplace, attracting and developing exceptional talent, supporting our teammates' physical, emotional, and financial wellness, recognizing and rewarding performance, and how we make an impact in the communities we serve. Key responsibilities include serving as the primary point of contact/trusted advisor and acquiring, deepening, and maintaining profitable relationships, collaborating with teammates and facilitating client relationships with Product Specialists.
Business Banking Sr. Relationship Manager - Charlotte, NC - Carolinas East Market Bank of America CorpBusiness Banking Sr. Relationship Manager - Charlotte, NC - Carolinas East MarketCharlotte, NC$20–$50 / yearThis includes our commitment to being an inclusive workplace, attracting and developing exceptional talent, supporting our teammates' physical, emotional, and financial wellness, recognizing and rewarding performance, and how we make an impact in the communities we serve. Key responsibilities include serving as the primary point of contact/trusted advisor and acquiring, deepening, and maintaining profitable relationships, collaborating with teammates and facilitating client relationships with Product Specialists.
Remote Relationship Manager SweetepictravelsRemote Relationship ManagerCharlotte, North CarolinaRemoteIf you're passionate about helping others, enjoy building meaningful relationships, and are looking for a career with purpose and unlimited potential, Sweet Epic Travels invites you to join our team and help people live life beyond the ordinary. This flexible remote opportunity is perfect for individuals who enjoy building meaningful connections, delivering exceptional client experiences, and helping people create unforgettable memories.
Senior Relationship Manager Marsh & McLennan Companies IncSenior Relationship ManagerCharlotte, NC$119,000–$237,500 / yearWe will count on you to: Maintain and expand a large to mid-sized book of business containing larger or nuanced accounts across various industries or specialties and may contribute to the sales work for complex, high-priority accounts owned by senior colleagues. Strong voluntary benefits product, process and market knowledge (to include but not be limited to supplemental health, ID Theft Protection, Legal, Auto/Home, Discount, Purchasing Programs, Discount, Pet Insurance, Life with LTC).
Manager, Partner Relationships ChoreoManager, Partner RelationshipsCharlotte, NCChoreo is a wealth management firm built on an interconnected network of financial advisors with a shared vision servicing entrepreneurs, CPAs, and individuals with a forward-thinking approach to financial planning to translate wealth into fulfillment. This role is not a traditional sales position—instead, it is focused on delivering high-quality partner experience, ensuring commitments are met, and helping embed Choreo within partner firms.
NewDealer Commercial Services Senior Relationship Manager - South Mid Atlantic Santander USDealer Commercial Services Senior Relationship Manager - South Mid AtlanticCharlotte, NCDealer Commercial Services (“DCS”) delivers integrated capital and banking solutions to automotive dealers nationwide, supporting dealer partners through a broad platform that includes floorplan financing, syndicated lending, commercial real estate solutions, treasury and merchant services, and other commercial banking capabilities. + Discusses customer needs, problems, or complaints, and arranges for meetings between customers or prospective customers and representatives of various company functional areas.
WM Client Relationship Consultant TIAAWM Client Relationship ConsultantCharlotte, NC$62,500–$87,500 / yearWealth Management Client Relationship Managers at TIAA spend their time partnering with Wealth Management Advisors on deepening the relationships we share with our clients and helping them grow their practice through referrals to deliver financial solutions that ignite the dreams of the people we exist to serve. Business Development, Client Relationship Management, Collaboration, Consultative Communication, Continuous Improvement Mindset, Due Diligence, Practice Management Strategy, Prioritizes Effectively, Quantitative Analysis, Retirement Planning Selling, Sales, TIAA Products/Services Acumen, Wealth Management.
Commercial Relationship Service Specialist Sr. Huntington National BankCommercial Relationship Service Specialist Sr.Charlotte, North CarolinaOffering products to grow relationships such as Escrow Services, Deposit Account Control Agreements, FBO’s, Controlled Disbursement, Credit Sweeps; Public Funds; understanding of large private and public companies ($50MM - $2BB+ annual sales), high risk businesses and entity types (foreign owned-subsidiaries, custody, private investment, private equity) and specialized verticals: Fund Finance, Sponsors; Institutional and Government, North American Financial Services, REIT’s, Healthcare, Commercial Real Estate, Tech & Telecom, Large Corp, Middle Market, etc. Provides exceptional oversight of onboarding, commercial deposit and loan accounts, has advanced ability to manage all aspects E2E and facilitate complex features, customer experience, and risks; responsible for handling sizeable relationships, approving multi-million dollar transactions and special handling of unique requirements relating to assigned portfolio.
WM Client Relationship Consultant Teachers Insurance and Annuity Association of America (TIAA)WM Client Relationship ConsultantCharlotte, NC$71,300–$80,500 / yearWealth Management Client Relationship Managers at TIAA spend their time partnering with Wealth Management Advisors on deepening the relationships we share with our clients and helping them grow their practice through referrals to deliver financial solutions that ignite the dreams of the people we exist to serve. Business Development, Client Relationship Management, Collaboration, Consultative Communication, Continuous Improvement Mindset, Due Diligence, Practice Management Strategy, Prioritizes Effectively, Quantitative Analysis, Retirement Planning Selling, Sales, TIAA Products/Services Acumen, Wealth Management.
Commercial Relationship Service Specialist Sr. Huntington Bancshares IncCommercial Relationship Service Specialist Sr.Charlotte, NCOffering products to grow relationships such as Escrow Services, Deposit Account Control Agreements, FBO's, Controlled Disbursement, Credit Sweeps; Public Funds; understanding of large private and public companies ($50MM - $2BB+ annual sales), high risk businesses and entity types (foreign owned-subsidiaries, custody, private investment, private equity) and specialized verticals: Fund Finance, Sponsors; Institutional and Government, North American Financial Services, REIT's, Healthcare, Commercial Real Estate, Tech & Telecom, Large Corp, Middle Market, etc. Provides exceptional oversight of onboarding, commercial deposit and loan accounts, has advanced ability to manage all aspects E2E and facilitate complex features, customer experience, and risks; responsible for handling sizeable relationships, approving multi-million dollar transactions and special handling of unique requirements relating to assigned portfolio.
Investment Real Estate Underwriting Portfolio Manager 2 First National Bank (FNB Corp.)Investment Real Estate Underwriting Portfolio Manager 2Charlotte, NCEnsure sustained satisfactory reviews by regulators, internal auditors, external auditors, and loan review for depth of underwriting, identification of Policy Exceptions, and appropriate underwriting stress analysis of credits underwritten. Position Overview: Responsible for managing a designated Commercial Investment Real Estate loan portfolio, including portfolio management, credit underwriting, construction monitoring, and ensuring compliance with bank and regulatory guidelines.
Commercial Credit Underwriting Portfolio Manager 2 First National Bank Of PennsylvaniaCommercial Credit Underwriting Portfolio Manager 2Charlotte, North CarolinaEnsure sustained satisfactory reviews by regulators, internal auditors, external auditors, and loan review for depth of underwriting, identification of Policy Exceptions, and appropriate underwriting stress analysis of credits underwritten. All employees have the responsibility and the accountability to serve as risk managers for their businesses by understanding, reporting, responding to, managing and monitoring the risk they encounter daily as required by F.N.B.
Investment Real Estate Underwriting Portfolio Manager 2 First National Bank Of PennsylvaniaInvestment Real Estate Underwriting Portfolio Manager 2Charlotte, North CarolinaEnsure sustained satisfactory reviews by regulators, internal auditors, external auditors, and loan review for depth of underwriting, identification of Policy Exceptions, and appropriate underwriting stress analysis of credits underwritten. Responsible for managing a designated Commercial Investment Real Estate loan portfolio, including portfolio management, credit underwriting, construction monitoring, and ensuring compliance with bank and regulatory guidelines.
Commercial Credit Underwriting Portfolio Manager 2 First National Bank (FNB Corp.)Commercial Credit Underwriting Portfolio Manager 2Charlotte, NCEnsure sustained satisfactory reviews by regulators, internal auditors, external auditors, and loan review for depth of underwriting, identification of Policy Exceptions, and appropriate underwriting stress analysis of credits underwritten. All employees have the responsibility and the accountability to serve as risk managers for their businesses by understanding, reporting, responding to, managing and monitoring the risk they encounter daily as required by F.N.B.
Commercial Credit Underwriting Portfolio Manager 3 First National Bank (FNB Corp.)Commercial Credit Underwriting Portfolio Manager 3Charlotte, NCEnsure sustained satisfactory reviews by regulators, internal auditors, external auditors, and loan review for depth of underwriting, identification of Policy Exceptions, and appropriate underwriting stress analysis of credits underwritten. All employees have the responsibility and the accountability to serve as risk managers for their businesses by understanding, reporting, responding to, managing and monitoring the risk they encounter daily as required by F.N.B.
Commercial Portfolio Mgr III Huntington Bancshares IncCommercial Portfolio Mgr IIICharlotte, NCSummary: The Commercial Portfolio Manager Portfolio Manager II - CIP is considered a market and industry resource, providing expertise and advisory guidance in complex debt and capital solutions. Service, deepen, and retain assigned profitable customer relationships by proactively evaluating and mitigating associated business risks and opportunities.
Commercial Portfolio Mgr II Huntington Bancshares IncCommercial Portfolio Mgr IICharlotte, NCSummary: The Commercial Portfolio Manager Portfolio Manager II - CIP is considered a market and industry resource, providing expertise and advisory guidance in complex debt and capital solutions. Service, deepen, and retain assigned profitable customer relationships by proactively evaluating and mitigating associated business risks and opportunities.
Commercial Portfolio Manager Southstate BankCommercial Portfolio ManagerCharlotte, North CarolinaBuilds and maintains a positive working relationships with internal business partners (Loan Operations, Credit Administrators, Loan Operations Area, Credit Leadership, Local Line Leadership and Branch Personnel etc.). Has responsibility for following regulatory requirements including those pertaining to the Bank Secrecy Act (BSA), Anti- Money Laundering (AML), Customer Identification Program (CIP) and OFAC to assist in the identification, detection and determent of money laundering or other unlawful activities.
Commercial Credit Underwriting Portfolio Manager 2 FNB CorpCommercial Credit Underwriting Portfolio Manager 2Charlotte, NCEnsure sustained satisfactory reviews by regulators, internal auditors, external auditors, and loan review for depth of underwriting, identification of Policy Exceptions, and appropriate underwriting stress analysis of credits underwritten. All employees have the responsibility and the accountability to serve as risk managers for their businesses by understanding, reporting, responding to, managing and monitoring the risk they encounter daily as required by F.N.B.
Investment Real Estate Underwriting Portfolio Manager 2 FNB CorpInvestment Real Estate Underwriting Portfolio Manager 2Charlotte, NCEnsure sustained satisfactory reviews by regulators, internal auditors, external auditors, and loan review for depth of underwriting, identification of Policy Exceptions, and appropriate underwriting stress analysis of credits underwritten. Position Overview: Responsible for managing a designated Commercial Investment Real Estate loan portfolio, including portfolio management, credit underwriting, construction monitoring, and ensuring compliance with bank and regulatory guidelines.
Commercial Credit Underwriting Portfolio Manager 3 FNB CorpCommercial Credit Underwriting Portfolio Manager 3Charlotte, NCSkills Required to Perform the Primary Responsibilities of this Position: • Excellent project management skills • Excellent communication skills, both written and verbal • Excellent organizational, analytical and interpersonal skills • Excellent customer service skills • Ability to use a personal computer and job-related software • MS Word - Basic Level • MS Excel - Intermediate Level • MS PowerPoint - Basic Level • Knowledge of a wide range of commercial lending (C&I & Cap markets), underwriting practices, and banking practices • Knowledge of commercial banking policies, procedures and government regulations. Ensure sustained satisfactory reviews by regulators, internal auditors, external auditors, and loan review for depth of underwriting, identification of Policy Exceptions, and appropriate underwriting stress analysis of credits underwritten.
Commercial Portfolio Manager II - Financial Institutions Fifth Third BancorpCommercial Portfolio Manager II - Financial InstitutionsCharlotte, NC$80,500–$169,100 / yearReviews documentation to achieve understanding required for the processing and monitoring of loans, monitors financial performance and compliance with loan covenants, takes appropriate action with proper communication on loans that are not in compliance, are mature or past due, and communicates with customers as needed or directed. ESSENTIAL DUTIES AND RESPONSIBILITIES: Partners with their peer Portfolio Managers, Industry Credit Lead or Credit Officer, Team Leaders, and Relationship Managers in credit underwriting efforts through performing industry and company research, financial analysis and modeling, and approval document preparation and review.
Credit Portfolio Manager US BankCredit Portfolio ManagerCharlotte, NC$91,440–$111,760 / yearResponsibilities include: underwriting all types of credit account exposure, managing an assigned credit portfolio, successfully closing new business relationships and expanding existing relationships, managing credit risk and responding to prospect or customer credit questions and making independent calls on assigned portfolio of relationships. In addition, certain positions may also be subject to the requirements of FINRA, NMLS registration, Reg Z, Reg G, OFAC, the NFA, the FCPA, the Bank Secrecy Act, the SAFE Act, and/or federal guidelines applicable to an agreement, such as those related to ethics, safety, or operational procedures.
IRG Client Portfolio Manager Brown Brothers Harriman & CoIRG Client Portfolio ManagerCharlotte, NCThe CPMS team works closely with 1) the Investment Research Team in IRG, keeping abreast of investment philosophy and approach, manager selection and market updates; 2) the Relationship Managers to ensure that clients' portfolios reflect IRG's best thinking, balanced with each client's respective goals and objectives; and 3) the Investment Operations & Analytics Team within IRG, which is responsible for executing IRG decisions, including manager onboarding and technology implementation. He/she will interact with existing and potential clients as an investment representative from IRG, perform ad hoc investment analyses as requested by clients, and oversee clients' asset allocation and portfolio construction alongside the clients' Relationship Manager, who serves as the primary point of contact for each client.
Institutional Client Group Portfolio Manager - Corporate And Public Sector US BankInstitutional Client Group Portfolio Manager - Corporate And Public SectorCharlotte, NC$117,725–$138,500 / yearResponsibilities include: underwriting all types of credit account exposure, managing an assigned credit portfolio, successfully closing new business relationships and expanding existing relationships, managing credit risk and responding to prospect or customer credit questions and making independent calls on assigned portfolio of relationships. In addition, certain positions may also be subject to the requirements of FINRA, NMLS registration, Reg Z, Reg G, OFAC, the NFA, the FCPA, the Bank Secrecy Act, the SAFE Act, and/or federal guidelines applicable to an agreement, such as those related to ethics, safety, or operational procedures.
Portfolio Manager - Institutional Client Group - Automotive US BankPortfolio Manager - Institutional Client Group - AutomotiveCharlotte, NC$119,765–$140,900 / yearResponsibilities include: underwriting all types of credit account exposure, managing an assigned credit portfolio, successfully closing new business relationships and expanding existing relationships, managing credit risk and responding to prospect or customer credit questions and making independent calls on assigned portfolio of relationships. In addition, certain positions may also be subject to the requirements of FINRA, NMLS registration, Reg Z, Reg G, OFAC, the NFA, the FCPA, the Bank Secrecy Act, the SAFE Act, and/or federal guidelines applicable to an agreement, such as those related to ethics, safety, or operational procedures.
Credit Portfolio Manager - Professional Services And Contractors, Institutional Client Group US BankCredit Portfolio Manager - Professional Services And Contractors, Institutional Client GroupCharlotte, NC$133,365–$156,900 / yearResponsibilities include: underwriting all types of credit account exposure, managing an assigned credit portfolio, successfully closing new business relationships and expanding existing relationships, managing credit risk and responding to prospect or customer credit questions and making independent calls on assigned portfolio of relationships. In addition, certain positions may also be subject to the requirements of FINRA, NMLS registration, Reg Z, Reg G, OFAC, the NFA, the FCPA, the Bank Secrecy Act, the SAFE Act, and/or federal guidelines applicable to an agreement, such as those related to ethics, safety, or operational procedures.
Portfolio Manager - Power & Utilities US BankPortfolio Manager - Power & UtilitiesCharlotte, NC$148,495–$174,700 / yearResponsibilities include: underwriting all types of credit account exposure, managing an assigned credit portfolio, successfully closing new business relationships and expanding existing relationships, managing credit risk and responding to prospect or customer credit questions and making independent calls on assigned portfolio of relationships. The Power & Utilities Division at U.S. Bank is seeking a Portfolio Manager to lead credit oversight and portfolio management for a complex and growing book of Independent Power Producer (IPP) relationships, with a focus on supporting continued revenue growth and disciplined portfolio expansion.
Credit Portfolio Manager - Industrials and Packaging, Institutional Client Group U.S. BankCredit Portfolio Manager - Industrials and Packaging, Institutional Client GroupCharlotte, North CarolinaResponsibilities include: underwriting all types of credit account exposure, managing an assigned credit portfolio, successfully closing new business relationships and expanding existing relationships, managing credit risk and responding to prospect or customer credit questions and making independent calls on assigned portfolio of relationships. In addition, certain positions may also be subject to the requirements of FINRA, NMLS registration, Reg Z, Reg G, OFAC, the NFA, the FCPA, the Bank Secrecy Act, the SAFE Act, and/or federal guidelines applicable to an agreement, such as those related to ethics, safety, or operational procedures.
Credit Portfolio Manager - Professional Services And Contractors East, Institutional Client Group US BankCredit Portfolio Manager - Professional Services And Contractors East, Institutional Client GroupCharlotte, NC$105,400–$124,000 / yearResponsibilities include: underwriting all types of credit account exposure, managing an assigned credit portfolio, successfully closing new business relationships and expanding existing relationships, managing credit risk and responding to prospect or customer credit questions and making independent calls on assigned portfolio of relationships. In addition, certain positions may also be subject to the requirements of FINRA, NMLS registration, Reg Z, Reg G, OFAC, the NFA, the FCPA, the Bank Secrecy Act, the SAFE Act, and/or federal guidelines applicable to an agreement, such as those related to ethics, safety, or operational procedures.
Credit Portfolio Manager U.S. BancorpCredit Portfolio ManagerCharlotte, NC$91,440–$111,760 / yearResponsibilities include: underwriting all types of credit account exposure, managing an assigned credit portfolio, successfully closing new business relationships and expanding existing relationships, managing credit risk and responding to prospect or customer credit questions and making independent calls on assigned portfolio of relationships. In addition, certain positions may also be subject to the requirements of FINRA, NMLS registration, Reg Z, Reg G, OFAC, the NFA, the FCPA, the Bank Secrecy Act, the SAFE Act, and/or federal guidelines applicable to an agreement, such as those related to ethics, safety, or operational procedures.
Commercial Portfolio Manager South State BankCommercial Portfolio ManagerCharlotte, NCBuilds and maintains a positive working relationships with internal business partners (Loan Operations, Credit Administrators, Loan Operations Area, Credit Leadership, Local Line Leadership and Branch Personnel etc.). Has responsibility for following regulatory requirements including those pertaining to the Bank Secrecy Act (BSA), Anti- Money Laundering (AML), Customer Identification Program (CIP) and OFAC to assist in the identification, detection and determent of money laundering or other unlawful activities.
Credit Portfolio Manager - Professional Services and Contractors, Institutional Client Group U.S. BancorpCredit Portfolio Manager - Professional Services and Contractors, Institutional Client GroupCharlotte, NC$133,365–$156,900 / yearResponsibilities include: underwriting all types of credit account exposure, managing an assigned credit portfolio, successfully closing new business relationships and expanding existing relationships, managing credit risk and responding to prospect or customer credit questions and making independent calls on assigned portfolio of relationships. In addition, certain positions may also be subject to the requirements of FINRA, NMLS registration, Reg Z, Reg G, OFAC, the NFA, the FCPA, the Bank Secrecy Act, the SAFE Act, and/or federal guidelines applicable to an agreement, such as those related to ethics, safety, or operational procedures.
Portfolio Manager - Institutional Client Group - Automotive U.S. BancorpPortfolio Manager - Institutional Client Group - AutomotiveCharlotte, NC$119,765–$140,900 / yearResponsibilities include: underwriting all types of credit account exposure, managing an assigned credit portfolio, successfully closing new business relationships and expanding existing relationships, managing credit risk and responding to prospect or customer credit questions and making independent calls on assigned portfolio of relationships. In addition, certain positions may also be subject to the requirements of FINRA, NMLS registration, Reg Z, Reg G, OFAC, the NFA, the FCPA, the Bank Secrecy Act, the SAFE Act, and/or federal guidelines applicable to an agreement, such as those related to ethics, safety, or operational procedures.
Institutional Client Group Portfolio Manager - Corporate and Public Sector U.S. BancorpInstitutional Client Group Portfolio Manager - Corporate and Public SectorCharlotte, NC$117,725–$138,500 / yearResponsibilities include: • Underwriting all types of credit account exposure • Managing an assigned credit portfolio • Successfully closing new business relationships and expanding existing relationships • Managing credit risk and responding to prospect or customer credit questions and making independent calls on assigned portfolio of relationships • Providing customer service • Participating in joint sales calls with Relationship Manager(s) • Identifying customer needs. In addition, certain positions may also be subject to the requirements of FINRA, NMLS registration, Reg Z, Reg G, OFAC, the NFA, the FCPA, the Bank Secrecy Act, the SAFE Act, and/or federal guidelines applicable to an agreement, such as those related to ethics, safety, or operational procedures.
Credit Portfolio Manager - Industrials and Packaging, Institutional Client Group U.S. BancorpCredit Portfolio Manager - Industrials and Packaging, Institutional Client GroupCharlotte, NC$126,820–$149,200 / yearResponsibilities include: underwriting all types of credit account exposure, managing an assigned credit portfolio, successfully closing new business relationships and expanding existing relationships, managing credit risk and responding to prospect or customer credit questions and making independent calls on assigned portfolio of relationships. In addition, certain positions may also be subject to the requirements of FINRA, NMLS registration, Reg Z, Reg G, OFAC, the NFA, the FCPA, the Bank Secrecy Act, the SAFE Act, and/or federal guidelines applicable to an agreement, such as those related to ethics, safety, or operational procedures.
Credit Portfolio Manager - Professional Services and Contractors East, Institutional Client Group U.S. BancorpCredit Portfolio Manager - Professional Services and Contractors East, Institutional Client GroupCharlotte, NC$105,400–$124,000 / yearResponsibilities include: underwriting all types of credit account exposure, managing an assigned credit portfolio, successfully closing new business relationships and expanding existing relationships, managing credit risk and responding to prospect or customer credit questions and making independent calls on assigned portfolio of relationships. In addition, certain positions may also be subject to the requirements of FINRA, NMLS registration, Reg Z, Reg G, OFAC, the NFA, the FCPA, the Bank Secrecy Act, the SAFE Act, and/or federal guidelines applicable to an agreement, such as those related to ethics, safety, or operational procedures.
Portfolio Manager - Power & Utilities U.S. BancorpPortfolio Manager - Power & UtilitiesCharlotte, NC$148,495–$174,700 / yearResponsibilities include: underwriting all types of credit account exposure, managing an assigned credit portfolio, successfully closing new business relationships and expanding existing relationships, managing credit risk and responding to prospect or customer credit questions and making independent calls on assigned portfolio of relationships. The Power & Utilities Division at U.S. Bank is seeking a Portfolio Manager to lead credit oversight and portfolio management for a complex and growing book of Independent Power Producer (IPP) relationships, with a focus on supporting continued revenue growth and disciplined portfolio expansion.