- Bank OZK (Hickory Creek, TX)
- …of authority, as needed. + Proactively serve as a role model for banking center team members and coach relationship -building activities. + Collaborate ... providing sales leadership and coaching to team members, utilizing knowledge of banking products and services to build professional relationships with customers and… more
- Wells Fargo (Austin, TX)
- …Individual Retirement Accounts (IRA) **About this role:** Wells Fargo is seeking a Senior Lead Fiduciary Advisory Specialist - Estate Services Working at Wells ... ** Banking , Lending, & Trust (BL&T)** unlocks access to...trusts, custody, tax, specialty assets, regulatory, privacy, ecommerce, deposit relationship and strategy, and business strategies. The section also… more
- First Horizon Bank (Houston, TX)
- …processing. **Responsibilities** + Provide Lending Support to Private Client and Commercial Relationship Managers + Review and Fund Loans + Assist with maintaining ... Relationship Managers portfolios - clear loan, collateral and deposit...and 3 - 5 years experience in a Client Specialist position + 5+ years customer service experience in… more
- Huntington National Bank (Addison, TX)
- Description Job Description As a Treasury Management Specialist Senior at Huntington Bank, you'll play a vital role in fostering client relationships, delivering ... Basic Qualifications: + 6+ of relevant experience in treasury management and/or banking focusing on Commercial Real Estate (CRE) clients and supporting treasury… more
- Bank of America (Dallas, TX)
- Senior Relationship Manager - EGP Dallas, Texas **To proceed with your application, you must be at least 18 years of age.** Acknowledge Refer a friend **To ... must be at least 18 years of age.** Acknowledge (https://ghr.wd1.myworkdayjobs.com/Lateral-US/job/Dallas/ Senior - Relationship -Manager EGP\_25030616) **Job Description:** Merrill Wealth Management… more
- JPMorgan Chase (Plano, TX)
- …have found the right team. As a Treasury Management Officer in Commercial Banking , you will generate new treasury management business and maintain relationships with ... and solution positioning + Collaborate with bankers and clients at senior and strategic levels to proactively provide integrated treasury solutions within… more
- Bank of America (San Antonio, TX)
- …promote growth and acquisition. Engage portfolio managers, product specialists and/or team Senior Wealth Planner and Investment Management Specialist to support ... Wealth Management Specialist - NPD San Antonio, Texas **To proceed...clients pursue the life they envision through a personal relationship with their advisory team committed to their needs.… more
- Citigroup (San Antonio, TX)
- …of multiple products across business lines combined with exceptional networking and relationship building skills ( Banking , Cards, Mortgage, etc.) + Series 7 ... The Wealth Service Escalation Specialist is considered a subject matter expert on investment and banking procedures and processes and will work on a team… more
- Comerica (Dallas, TX)
- Job Description BRCO Specialist Lead The Business Risk and Control Officers (BRCOs) play a pivotal role in guiding the business to identify and understand risk ... accordance with the risk management lifecycle. The Business Risk and Control Office (BRCO) Specialist Lead for the Line of Business will be assigned to support two… more
- Truist (Houston, TX)
- …and risk management services, retail and mortgage credit, and general retail banking services) through the coordination of Wealth Advisors and partners such as ... or territory * The role requires significant leadership, sales and relationship management, business development, presentation and sales skills that establish the… more
- Bank of America (Houston, TX)
- …Specialist II, Lending Client Associate, Lending Client Support Manager, Lending Specialist , Senior Banker, Business Solutions Advisor or Financial Solutions ... guidance to financial center clients through the full spectrum of borrowing and banking offerings at each stage of client's life plan. Key responsibilities include… more
- Truist (Fort Worth, TX)
- …States of America) **Please review the following job description:** Serve as primary relationship advisor for high net worth and ultra-high net worth wealth clients. ... advisor with ability to handle the most challenging, sensitive and complex banking relationships. * Focuses on targeted prospecting and developing relationships with… more
- City National Bank (Dallas, TX)
- …of testing performed, and effectively communicate audit results to the Audit Senior Manager/Director and senior management in meetings, presentations, and/or ... and synthesizes results of testing performed, effectively communicates results to senior management to affect change, and delivers well written audit reports… more
- Zurich NA (Austin, TX)
- …125444 Zurich North America is currently looking to fill an opening for a Senior Vice President for our Large Contract Surety Underwriting Team. Seeking a candidate ... approach to business relationships and oversight on strategic underwriting practices. The Senior VP is responsible for: + Developing processes and reviewing policies… more