- JPMorgan Chase (Flower Mound, TX)
- …their lives by providing education and advice tailored to suit their financial needs. As a Private Client Banker in Branch Banking, you are the main point of ... sources. **Job responsibilities** + Shares the value of Chase Private Client with clients that may be...using a value-added, relationship-oriented approach to acquire and deepen client relationships + 1+ year Branch Banking Banker… more
- Columbia Bank (Addison, TX)
- …independently. + Ability to provide client solutions. + Extensive knowledge of bank products and services in order to cross -sell. + Proficient in ... consolidation, expansion, or liquidity events within the healthcare sector. + Cross -Functional Collaboration: Work closely with Private Banking, Treasury… more
- Citigroup (Irving, TX)
- …worth through Citigold/Citigold Private Clients, Wealth at Work and Citi Private Bank . These products and services include investment products and services, ... products and services across the different client segments, from affluent to ultra-high-net...and present issues to the business while discussing practical cross -functional solutions + Complete assigned audits within budgeted timeframes,… more