- Truist (Dallas, TX)
- …direct reports, but encompasses regular communication with Clients and Prospects, Portfolio Management teammates, Relationship Managers, Credit Risk Managers, ... (United States of America) **Please review the following job description:** Underwrites credit exposure for Wholesale Banking clients and actively manages a Middle… more
- Citigroup (Irving, TX)
- …global target market approach. CLM plays a critical role of the client delivery model for the CCB , translating thought-leadership, industry and product ... for a covered industry vertical through a team of credit professionals. CLM is essential for the delivery...+ Facilitate the end-to-end lending process within the US CCB for the assigned relationships and portfolio … more
- Truist (Dallas, TX)
- …and deepening client relationships through needs-based, high-level client service and through delivery of the full suite of Truist Wealth solutions. Accomplished and ... and sound personal financial planning and financial advisory concepts to provide an integrated delivery of a broad range of wealth products and services to high net… more
- Truist (Dallas, TX)
- …net worth and ultra-high net worth, multi-generational clients and prospects. Execute the delivery and integration of a broad range of wealth products and services ... and estate planning, insurance and risk management services, retail and mortgage credit , and general retail banking services) through the coordination of Wealth… more