Jocelyn Carter Email & Phone Number
Wealth Solutions Specialist III @ Truist Wealth
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Jocelyn Carter Location
- Clover, SC, US
Jocelyn Carter Work
- 2021 -now Wealth Solutions Specialist III @
- 2018 -2021 Wealth Solutions Advisor II @
- 2015 -2018 Wealth Solutions Center Team Lead @
- 2013 -2015 Wealth Solutions Center Advisor @
- 2005 -2013 Relationship Banker @
- 2004 -2005 Financial Services Representative @
- 2002 -2004 Technology Product Specialist @
- 1999 -2002 Assistant Manager @
Jocelyn Carter Education
- Catawba College
B.S. (Theatre Arts Administration)
1997-2002
Jocelyn Carter Skills
- Financial Planning
- Loan Origination
- Finance
- Banking
- Public Speaking
- Sales
- Small Business Lending
- Cash Management
- Microsoft Word
- Credit Analysis
- Loans
- Customer Service
- Microsoft Excel
- Consumer Lending
- Lines of Credit
- Commercial Lending
- Integration
- Financial Services
- Commercial Banking
- Mortgage Lending
- Banking Relationships
- Credit
- Business Transition
- Retail Banking
- Deposits
Jocelyn Carter Summary
- Jocelyn Carter, based in Clover, SC, US, is currently a Wealth Solutions Specialist III at Truist Wealth. Jocelyn Carter brings experience from previous roles at BB&T. Jocelyn Carter holds a 1997 - 2002 B.S. in Theatre Arts Administration @ Catawba College. With a robust skill set that includes Financial Planning, Loan Origination, Finance, Banking, Public Speaking and more. Jocelyn Carter has 1 emails and 1 mobile phone numbers on RocketReach.
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