- Bank of America (Dallas, TX)
- Treasury Sales Associate Dallas, Texas **Job...+ Two or more years of B2B sales and/or client service experience in a financial services ... client relationship management, overall driving and attainment of Treasury revenue goals. To be successful in the role,...training + Complete industry research on clients and prospects; client opportunity analysis + Ensure escalated service … more
- EverBank (Lewisville, TX)
- …position is also responsible for performing associated job duties to escalate client requests, complaints, and suggested service modifications, and to document ... Responsibilities and Duties** + Possesses functional operating knowledge of all current Treasury Management product and service features and functionality. Uses… more
- UMB Bank (Dallas, TX)
- The Treasury Management and Card Sales Officer (TMCSO) is focused on growing UMB's Treasury Management and Card Solutions through the selling and maintenance of ... accounts, treasury management services, and Commercial Card solution sets. The...You will work to identify ways to improve the client experience and enhance UMB's brand in the marketplace.… more
- JPMorgan Chase (Plano, TX)
- … product implementations for JP Morgan Chase Clients from around the world. As a Client Onboarding Associate within the Commercial Bank, you will lead a project ... implementation of Treasury and Banking products and services. Partner with client and internal stake holders to help provide a best-in-class experience. In this… more
- Capital One (Plano, TX)
- …the appropriate product solution. + Refers customer to appropriate channel for complex Treasury Management and Merchant Service product needs and follow up to ... business cash flow cycle and apply advanced business credit sales skills to the client interaction using an existing multi touch client contact strategy and… more
- Allied Universal (Dallas, TX)
- …and the Branch staff to assist on removing any obstacle that delays client payments and contact client 's account payable to secure payment schedule/ensure ... operational teams; follow-up and facilitate outstanding issues + Provide weekly client , Branch, and regional status updates to senior management and recommend… more