- Bank OZK (Houston, TX)
- …meaningful conversations to uncover needs, make appropriate recommendations, and submit referrals to banking center team members or line of business partners. + ... providing sales leadership and coaching to team members, utilizing knowledge of banking products and services to build professional relationships with customers and… more
- Bank OZK (Houston, TX)
- …meaningful conversations to uncover needs, make appropriate recommendations, and submit referrals to banking center team members or line of business partners. + ... Job Purpose & Scope Responsible for utilizing knowledge of banking products and services to build professional relationships with customers and engaging in… more
- Bank OZK (Houston, TX)
- …meaningful conversations to uncover needs, make appropriate recommendations, and submit referrals to banking center team members or line of business partners. + ... of management. + Demonstrate competency and accountability to maintain banking center operational standards, ensuring compliance with internal controls, operational… more
- First Horizon Bank (Sugar Land, TX)
- …the southern US The Company and its subsidiaries offer commercial, private banking , consumer, small business , wealth and trust management, retail brokerage, ... other bank services + Research and coordinate responses to client needs, with other departments within the bank, as...with capital and counsel. Headquartered in Memphis, TN, the banking subsidiary First Horizon Bank operates in 12 states… more
- Regions Bank (Houston, TX)
- …careers section of the system. **Job Description:** At Regions, the International Banking Product Specialist develops and grows Regions' relationships and ... + Achieves team performance and revenue goals + Develops partnerships with Banking , Treasury, and Product Partners to develop client solutions and drive… more
- PNC (Houston, TX)
- …opportunity to contribute to the company's success. As a Client Solution Specialist within PNC's Corporate Banking organization, you will be based in Irvine, ... CA. Client Solution Specialist (CSS) provides support to...needed to be successful in this position. **Preferred Skills** Business Decisions, Client Counseling, Client … more
- Zions Bancorporation (Houston, TX)
- …you grow. We are looking for a ** Client Relations and Acquisition Specialist ** to join our **Retail Banking Administration** team in Houston, TX. **Essential ... calls to prospective and existing bank clients. + Responsible for expanding client base by sourcing new relationships and cross-selling bank products and services… more
- City National Bank (Houston, TX)
- * BUSINESS DEVELOPMENT SPECIALIST * WHAT IS THE OPPORTUNITY? Provide business development support to one or more Senior Investment Consultants through the ... of qualified independent Financial Advisors and CPAs who are in the business of providing financial investment advice to high net worth clients. Introduce… more
- Regions Bank (Houston, TX)
- …integrity + Partners with one (1) or more of the following segments: Commercial Banking , Branch Small Business , Private Wealth, Real Estate Banking (includes ... system. **Job Description:** At Regions, the Credit Products Commercial Loan Fulfillment Specialist will orchestrate the closing process for all members of the… more
- Regions Bank (Houston, TX)
- …system data integrityPartners with one (1) or more of the following segments: Commercial Banking , Branch Small Business , Private Wealth, Real Estate Banking ... of the system. **Job Description:** At Regions, the Commercial Loan Fulfillment Specialist - CBG Operations will orchestrate the closing process for all members… more
- Raymond James Financial, Inc. (Houston, TX)
- …guidance. Works at an advanced level to interpret, contribute to, or lead business case creation with client departments to quantify current costs, justify ... of criteria to find the ones that best meet business needs. Use data from a wide range of...supporting internal customers or helping senior colleagues manage internal client relationships. Write and edit material for various target… more
- Pegasystems (Houston, TX)
- …Join our disruptive evolution of the software industry as a Strategic FS/ Banking Application Sales Specialist . Every business /industry/company is looking ... FS Application Sales Specialist Job Category: Sales Location: US - Massachusetts...Risk & Payments to share insights about how a client can maximize license to drive business … more
- Truist (Houston, TX)
- …role as a Fiduciary Support Specialist , trust experience, investment, banking or financial planning-related client service experience, or equivalent outside ... administration to a challenging and sensitive portfolio of affluent clients. Provide client support to Trust Advisors. Help coordinate with other members of the… more
- Huntington National Bank (Houston, TX)
- …our solutions effectively + Prepare compelling pitch materials, account strategies, and client review documents to support business development efforts + Partner ... Description Job Description As a Treasury Management Specialist Senior at Huntington Bank, you'll play a vital role in fostering client relationships, delivering… more
- PNC (Houston, TX)
- …an opportunity to contribute to the company's success. As a Credit Product Specialist within PNC's Regional Credit Products Group organization, you will be based in ... legal documents and closing. Partners effectively with the Relationship Banking team to help identify and drive revenue through...dynamics to advise on the best solutions. Participates in client and prospect calls in conjunction with the RMs.… more
- Truist (Houston, TX)
- …and client retention goals by acquiring new clients through business development and expanding services and marketing new products to existing clients ... work with various specialists and IRM partners who are designated to support client service and business development efforts (eg credit, mortgage, planning,… more
- Truist (Houston, TX)
- … group (ie, Corporate and Investment Bank, Commercial Real Estate, Commercial Community Bank, Business Banking , Small Business Banking , and Wealth ... plan, develops strong partnership and collaboration with line of business and other internal partners to identify and drive... and other internal partners to identify and drive client and prospect sales opportunities to achieve/exceed revenue and… more
- Truist (Bellaire, TX)
- …referring the client to the appropriate branch team members or specialist . 4. Understand the importance of Integrated Relationship Management (IRM) to ensure we ... the following job description:** Provide timely and efficient completion of client transactions while maintaining accurate records and thorough proper handling of… more
