- Capital One (Dallas, TX)
- …Machine Learning Engineer- Capital One Software (Remote) Ever since our first credit card customer in 1994, Capital One has recognized that technology and ... will continue to explore where we can bring our solutions to market to help other businesses address these...all levels of the organization Operate as a trusted advisor for a specific technology, platform or capability domain,… more
- Bank of America (Forney, TX)
- Credit Solutions Advisor - Forney Forney, Texas **To proceed with your application, you must be at least 18 years of age.** Acknowledge Refer a friend **To ... Credit - Solutions - Advisor Forney\_25035815-1) **Job Description:** ** Credit Solutions Advisor II** At Bank of America, we… 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
- 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
- JPMorgan Chase (Forney, 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
- Comerica (Dallas, TX)
- Job Description Vice President, Senior Wealth AdvisorThe Vice President, Senior Wealth Advisor role will be responsible for contributing to the overall success of ... maintain visibility and enhance the business development function. Be viewed as an advisor by serving as a resource speaker for related activities. Client Management… more
- Regions Bank (Dallas, TX)
- …of the system. **Job Description:** At Regions, the Private Wealth Management Advisor develops and maintains a portfolio of client relationships within the defined ... trust and estate planning, insurance and risk management services, consumer and mortgage credit , and general banking services + Serves as a focused partner, working… more
- PNC (Dallas, TX)
- …valued and have an opportunity to contribute to the company's success. As a Wealth Advisor within PNC Wealth Management you will be a part of one of the fastest ... team, our Wealth Strategists collaborate with you to develop customized financial solutions that reflect each client's unique needs and aspirations. We take a… more
- Fiserv (Dallas, TX)
- …to build and sustain relationships at a senior level with clients, gaining trusted advisor status. + Experience in payment solutions or data/analytics sales to ... quickly, reliably, and securely. Any time you swipe your credit card, pay through a mobile app, or withdraw...a difference at Fiserv. **Job Title** Sales Executive, TeleCheck Solutions **What does a successful Sales Executive, TeleCheck … more
- CGI Technologies and Solutions, Inc. (Dallas, TX)
- …Management: * Serve as the primary point of contact and trusted advisor for high-profile clients, understanding their unique challenges and objectives. * Develop ... client discovery sessions, workshops, and presentations to diagnose issues, present solutions , and secure buy-in. Strategic Consulting & Solution Development: *… more
- CGI Technologies and Solutions, Inc. (Dallas, TX)
- …other team members to analyze business requirements and outline proposed IT solutions . o Collaborate in design reviews, providing input on security requirements, ... development processes, and technical direction. o Act as a technical advisor on specialized phases of system design, programming, implementation, and analysis,… more
- KeyBank (Dallas, TX)
- …Suite 400 - Dallas, Texas 75225 The Senior Banker serves as the Trusted Advisor for clients and prospects who are primarily active real estate owners, investors and ... developers. Senior Bankers provide comprehensive financial advice and solutions that enable the clients to meet their financial...Key values. **ESSENTIAL JOB FUNCTIONS** + Serves as Trusted Advisor to clients by developing a clear and holistic… 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
- 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
- Deloitte (Dallas, TX)
- …under the Internal Revenue Code ("IRC"), such as: + IRC section 45Q Carbon Capture Tax Credit + IRC section 48 Investment Tax Credit + IRC section 45 Production ... Tax Credit + IRC section 30C Alternative Fuel Vehicle Refueling Property Credit + IRC section 1400Z Qualified Opportunity Zones + IRC section 45D New Markets Tax… more
- Deloitte (Dallas, TX)
- …under the Internal Revenue Code ("IRC"), such as: + IRC section 45Q Carbon Capture Tax Credit + IRC section 48 Investment Tax Credit + IRC section 45 Production ... Tax Credit + IRC section 30C Alternative Fuel Vehicle Refueling Property Credit + IRC section 1400Z Qualified Opportunity Zones + IRC section 45D New Markets Tax… more
- Deloitte (Dallas, TX)
- …the potential benefits and eligibility requirements related to: + IRC section 48 Investment Tax Credit + IRC section 45 Production Tax Credit + IRC section 45Q ... Credit + IRC section 45V Clean Hydrogen Tax Credit + Preparation of tax returns and provide advisory...assessment ("LCA") studies + Identify potential issues and propose solutions to leadership, as well as implement process improvement… more
- Deloitte (Dallas, TX)
- …the potential benefits and eligibility requirements related to: + IRC section 48 Investment Tax Credit + IRC section 45 Production Tax Credit + IRC section 45Q ... Credit + IRC section 45V Clean Hydrogen Tax Credit + Preparation of tax returns and provide advisory...at book value) + Identify potential issues and propose solutions to leadership, as well as implement process improvement… more
- Fiserv (Dallas, TX)
- …of times a day - quickly, reliably, and securely. Any time you swipe your credit card, pay through a mobile app, or withdraw money from the bank, we're involved. ... of new clients within the **larger FI marketplace** including both **Banks** and/or ** Credit Unions** . You'll leverage your expertise and track record of selling… more
- Fannie Mae (Plano, TX)
- …place to call home. Job Description Since restarting its Low-Income Housing Tax Credit (LIHTC) platform in 2018, Fannie Mae has invested approximately $4.7 billion ... to ensure risk is mitigated and objectives are met within appropriate credit , investment and regulatory guidelines. * Coordinate with internal and external teams… more
