- Bank of America (Prosper, TX)
- Credit Solutions Advisor - Prosper Prosper, Texas **Job Description:** ** Credit Solutions Advisor II** At Bank of America, we are guided by a ... Lending Client Support Manager, Lending Specialist, Senior Banker, Business Solutions Advisor or Financial Solutions ...Bank of America for 1 year + Knowledge of credit and home lending requirements + Actively listens to… more
- Bank of America (Frisco, TX)
- …the role of Relationship Manager (RM), Advisor Development Program (ADP) RM, Credit Solutions Advisor (CSA I), or Relationship Manager Business Owner ... needs of both individual and small business clients, offering appropriate solutions , and connecting clients to specialists. Key responsibilities include deepening… more
- Truist (Dallas, TX)
- …track record working complex credit deals and/or in tandem with a senior credit advisor . * Advanced and proven working knowledge of deposit, credit ... review the following job description:** Serve as primary relationship advisor for high net worth and ultra-high net worth...through delivery of the full suite of Truist Wealth solutions . Accomplished and highly proven at acquiring new clients… more
- Truist (Dallas, TX)
- …and investment management/asset allocation concepts and deep understanding of advisory credit and traditional banking solutions for the affluent market ... the following job description:** The International Wealth Management (IWM) Wealth Advisor 3 serves the Non-Resident/Foreign Nationals client segment including PEPs,… more
- Truist (Dallas, TX)
- …years of credit experience 4. Successful experience as a client advisor with proven results **General Description of Available Benefits for Eligible Employees of ... Deposits. The Medical Specialty Group (MSG) provides financial advice and solutions exclusively to physicians and medical practices, sharing experience and expertise… more
- Edward Jones (Dallas, TX)
- …the competition simply can't: our unique branch-team business model. One financial advisor and one branch office administrator entirely focused on building client ... our sole profit center. And as an Edward Jones advisor , you're at the helm. That's why we provide...for nearly a century. Empowering you to deliver tailored solutions to meet your clients' unique and complex needs.… more
- Black & Veatch (Dallas, TX)
- **Senior Project Manager and Technical Advisor - Dallas/Fort Worth TX Hybrid** Date: May 11, 2025 Location: Dallas, TX, US Fort Worth, TX, US Company: Black & Veatch ... exciting opportunity for a Senior Program Manager and Technical Advisor position focused on water and wastewater projects and...our clients. Our US Texas and central region water solutions business has seen consistent growth driven by our… more
- Truist (Dallas, TX)
- …and provide an integrated delivery of a broad range of retail solutions including banking, mortgage, planning, investments, and insurance services. Leverage the ... referral network to generate client acquisition and provide comprehensive advice and solutions . Following is a summary of the essential functions for this job.… more
- JPMorgan Chase (Mckinney, TX)
- **Job Profile:** Join our fun, high-energy team as a Senior Home Lending Advisor in Chase Home Lending and put your exceptional knowledge and understanding of home ... impact on our business. As a Senior Home Lending Advisor in Chase Home Lending, you will join a...contingent on JPMC's review of your criminal conviction history, credit report, information available through NMLS, and any other… more
- US Bank (Dallas, TX)
- …positioned for growth and are making significant investments to expand our advisor base and deliver an outstanding client experience. With a collaborative team ... to grow your practice and build a rewarding career. The Wealth Management Advisor position is the investment, investment planning, and insurance products lead on the… more
- Citigroup (Irving, TX)
- The Credit Risk Business Analyst(Tech) is responsible for liaising between business users and technologists to exchange information in a concise, logical and ... of business processes, systems and industry standards and recommends solutions + Support system change processes from requirements through...technology to the current business environment + Act as advisor or coach to new or lower level analysts… more
- Black & Veatch (Dallas, TX)
- **Integrated Solutions Strategist - Oil & Gas** Date: Apr 25, 2025 Location: US US Company: Black & Veatch Family of Companies **Together, we own our company, our ... evolving market/client demands, (2) dynamically assemble integrated offerings from existing solutions to meet those needs with a clearly communicated value… more
- CGI Technologies and Solutions, Inc. (Dallas, TX)
- …ID:** J0325-1776 **Employment Type:** Full Time **Position Description:** Join our Government Solutions Team to help drive the market share growth of our public ... sector solutions . CGI is providing ERP solutions to...build relationships with client leaders, serving as a trusted advisor ensuring a positive experience and success with our… more
- Citigroup (Irving, TX)
- …spread across globally and work effectively in delivery scalable and efficient solutions to Credit Risk and Regulatory clients. + Collaborate effectively ... range of financial products and services, including consumer banking and credit , corporate and investment banking, securities brokerage, transaction services, and… more
- KeyBank (Dallas, TX)
- …strong partnership with Relationship Managers to provide comprehensive financial advice and solutions that enable the clients to meet their financial objectives and ... and risk management goals through portfolio management activities including credit monitoring, file maintenance, on-going covenant compliance verification, business… more
- PNC (Dallas, TX)
- …sales from $5 million to $50 million. You will be a trusted advisor within a fast-paced, ever-changing environment. Your ability to identify and cultivate ... to clients by adding value and providing best-in-class products and business solutions . Your dedication to growing your portfolio through new and innovative… more
- PNC (Mckinney, TX)
- …organization, you will be based in McKinney, TX. PNC Business Bankers provide cash flow solutions to businesses with annual sales from $1 million to $5 million. As a ... trusted advisor within a fast-paced, dynamic environment you will leverage...Handles the origination, financial analysis, negotiation and documentation of credit and non- credit products and services. +… more
- Truist (Dallas, TX)
- …Truist Wealth Advisor Team by increasing the team's revenues, expanding solutions and products to existing Truist clients, marketing new products, securing new ... and estate planning, insurance and risk management services, retail and mortgage credit , and general retail banking services) through the coordination of Wealth… more
- Wells Fargo (Dallas, TX)
- …. **In this role, you will:** + Serve as an expert advisor to middle market private equity firms ("PE firms" or "Financial Sponsors") ... emphasis on debt and equity capital raising and M&A solutions + Initiate and maintain relationships with key commercial...and represent the company externally; serve as an expert advisor to leadership, represent the company externally as an… more
- Deloitte (Dallas, TX)
- …federal credits and incentives opportunities including Research and Development tax credit /deduction analyses, New Markets Tax Credit , Qualified Opportunity ... Zones, Sustainability and Renewable Energy tax credits, and other federal credit incentive service offerings + Deliver value to clients by identifying opportunities… more