- Bank OZK (Houston, TX)
- Job Purpose & Scope Responsible for utilizing knowledge of banking products and services to build professional relationships with customers and engaging in ... uncover needs, make appropriate recommendations, and submit referrals to banking center team members or line of business partners....others. + Provide backup and assistance to other retail banking roles and locations, as necessary. + Model and… more
- Wells Fargo (Houston, TX)
- **About this role:** Wells Fargo is seeking a Business Relationship Support Specialist to work within the Diversified Industries (DI) Credit Execution team, ... Healthcare, Emerging Healthcare Technology, Industrials, Technology, Media & Telecom (TMT), Consumer & Retail and Global Canada lines of business within Corporate… more
- First Horizon Bank (Houston, TX)
- …the southern US The Company and its subsidiaries offer commercial, private banking , consumer , small business, wealth and trust management, retail brokerage, ... + Provide Lending Support to Private Client and Commercial Relationship Managers + Review and Fund Loans + Assist...and 3 - 5 years experience in a Client Specialist position + 5+ years customer service experience in… more
- JPMorgan Chase (Houston, TX)
- …Our history spans over 200 years and today we are a leader in investment banking , consumer and small business banking , commercial banking , financial ... income, and financial security for their families and businesses. The Life Insurance Specialist will provide support to advisors across JP Morgan Private Bank on… more
- Truist (Houston, TX)
- …need or referring the client to the appropriate branch team members or specialist . 4. Understand the importance of Integrated Relationship Management (IRM) to ... focus on assisting with outbound calling and supporting Integrated Relationship Management (IRM) activities. ESSENTIAL DUTIES AND RESPONSIBILITIES Following is… more
- First Horizon Bank (Houston, TX)
- …the southern US The Company and its subsidiaries offer commercial, private banking , consumer , small business, wealth and trust management, retail brokerage, ... to achieve market sales objectives for new Treasury Management business. + Attend Relationship Manager sales meetings regularly and serve as key product partner for … more
- JPMorgan Chase (Houston, TX)
- …Our history spans over 200 years and today we are a leader in investment banking , consumer and small business banking , commercial banking , financial ... have found the right team. As a Treasury Management Officer in Commercial Banking , you will generate new treasury management business and maintain relationships with… more