- Goldman Sachs, Inc. (Dallas, TX)
- …Bank USA's loan portfolio as requested Foster strong communication with Regional Private Lending teams, Credit Risk Management, PWM teams, clients and GS ... primarily responsible for the underwriting of loans to GS Private Wealth Management (PWM) clients. In this...(Vice President) Relevant work experience in commercial banking and/or private banking underwriting or credit roles Key… more
- Regions Bank (Dallas, TX)
- … risks + Monitors and manages the credit exposure within Regions' Private Wealth portfolio and identifies opportunities for exposure reduction or ... the system. **Job Description:** At Regions, the Private Wealth Management Credit Portfolio Manager is responsible for independently analyzing,… more
- Citizens (Plano, TX)
- Description (Applicants must have experience in payments, private banking, and wealth systems, with expertise in products, solutions architecture and aligning ... processes. Required Qualifications + 15+ years of working experience in payments, private banking and wealth systems, with expertise in products, solutions… more
- Truist (Dallas, TX)
- …general banking acumen to deliver advice on banking products such as deposits, credit cards, mortgages, etc. 7. Basic wealth management knowledge 8. Excellent ... on-going management of a profitable loan, deposit, fee income, and non-interest income portfolio from attorneys or physicians and small to mid-sized law firms or… more
- US Bank (Dallas, TX)
- …industry, including investment and insurance products and services + Knowledge of private banking products and services, including credit processes and policies ... Bank is strong and stable, and committed to our clients and employees. At Wealth Management from US Bank and US Bancorp Investments, we are uniquely positioned for… more
- Comerica (Dallas, TX)
- …sensitive and complex relationships. Team and peer group role model for other Wealth Advisors, Private Bankers, and Wealth Associates. Maintain appropriate ... Job Description Private Banking AdvisorThe Private Banking Advisor...and through delivery of the full suite of Comerica Wealth solutions. Accomplished and proven at acquiring new clients… more
- Comerica (Dallas, TX)
- …of a Commercial Credit Training Program + 7 years of experience in commercial or private lending + 7 years managing a portfolio of clients + 7 years of ... Job Description Private Banking OfficerThe Private Banking Officer...Officer role will be responsible for new business development, portfolio management and underwriting to support the needs of… more
- S&P Global (Dallas, TX)
- …range of valuation services specifically to the alternative investment community including private equity, private credit , real estate, infrastructure, hedge ... As a market leader in the provision of illiquid portfolio pricing valuation services, our Private Market...for your time on. + Continuous Learning: Access a wealth of resources to grow your career and learn… more
- Comerica (Frisco, TX)
- Job Description Portfolio Manager The Portfolio Manager assists the Balance Sheet Manager in the oversight of up to $25 billion fixed income securities ... portfolio which is a major provider of liquidity and...Have working knowledge of investment options such as Treasuries, private label MBS, CMBS, ABS, and ability to articulate… more
- First Horizon Bank (Fort Worth, TX)
- …weaknesses and trends and alerting management (Group Manager, Market President, Senior Credit Officer) to deteriorating portfolio conditions + Ensures client ... with commercial clients, with the potential to manage a portfolio of commercial clients. Makes and services a wide...southern US The Company and its subsidiaries offer commercial, private banking, consumer, small business, wealth and… more
- JPMorgan Chase (Richardson, TX)
- …banking relationships. + Develop strong referral network internally in partnership with Private Bank, Asset Wealth Management, Middle Market and One Chase ... in Business Banking, you'll be developing and managing a portfolio of large profitable business clients with annual revenue...knowledge of personal banking products and partner with Branch, Wealth Management and Private Bank to identify… more
- First Horizon Bank (Plano, TX)
- …states across the southern US The Company and its subsidiaries offer commercial, private banking, consumer, small business, wealth and trust management, retail ... aspects of the loan application and supporting documentation to make prudent credit decisions which maximize organizational profit and minimize risk or loss. Provide… more
- First Horizon Bank (Dallas, TX)
- …$1 Billion+ and coordinate with a talented team of treasury management officers, portfolio managers, credit analysts, and support staff to deliver outstanding ... At least 4 years of related banking experience; Formal credit training or the equivalent preferred + Experience with...southern US The Company and its subsidiaries offer commercial, private banking, consumer, small business, wealth and… more
- Comerica (Dallas, TX)
- …handling the customer servicing requirements of a mixture of business banking, private banking, middle market, corporate and specialty lines of business, both ... Relationship Specialists and Analysts. Responsible for assigning and changing portfolio assignments as according to customer/market expectations and/or demands.… more
