- Bank OZK (Dallas, TX)
- …creditworthiness, financial analysis of matured loans, and ensuring compliance with the Bank 's credit policies. The Portfolio Manager plays a key role in maintaining ... asset quality while supporting relationship growth ensuring profitability and stability of the loan...of tax returns, financial statements, global cash flow statements, bank statements, credit reports, OFAC reports and Personal Questionnaire… more
- First Horizon Bank (Dallas, TX)
- **Description** **Location:** On site at location listed in job posting. **SUMMARY** The Relationship Banker is a trusted advisor who engages clients in ... will drive growth by actively promoting and selling the bank 's products and services. This role emphasizes deepening client...2 - 5 years of experience as a Universal Banker or Teller **COMPUTER AND OFFICE EQUIPMENT SKILLS** Microsoft… more
- Bank of America (Garland, TX)
- …years of age.** Acknowledge (https://ghr.wd1.myworkdayjobs.com/Lateral-US/job/Dallas/ Relationship - Banker --Spanish-Language-Preferred-\_25043898-1) **Job ... Relationship Banker (Spanish Language Preferred) Dallas,...we make an impact in the communities we serve. Bank of America is committed to an in-office culture… more
- Regions Bank (Plano, TX)
- …into the careers section of the system. **Job Description:** At Regions, the Relationship Banker I is responsible for providing an exceptional customer ... resolution + Develops relationships with customers, remaining well-informed about the customer's relationship with the bank + Educates customers on standard… more
- Huntington National Bank (Dallas, TX)
- …our customers, our bank , and our communities for the better. As a Financial Relationship Banker , you play a key role in looking out for our consumer and ... sales process, new customer follow-up program, and sourcing referrals from customers, bank colleagues and partners. + Educating and referring customers to other… more
- Comerica (Richardson, TX)
- …Adoption Assistance, Infertility Services) Retirement Plan Employee Stock Purchase Plan The Relationship Banker is responsible for contributing to the overall ... success of a Retail Banking Center(s) by committing to banker -readiness to be viewed as a trusted resource for our customers. The responsibilities will include… more
- JPMorgan Chase (Murphy, TX)
- …doing the right thing, exceeding expectations, and embracing diversity and inclusion. As a Relationship Banker in a Chase Branch, you will represent our brand ... and culture with the utmost hospitality, using the latest banking solutions and cutting-edge financial technology combined with friendly and attentive service. You will take a lead role in acquiring, managing, and retaining meaningful relationships with… more
- Citigroup (Dallas, TX)
- …market clients. In addition, they are able to deliver quality Private Bank client relationships (solutions and services) in an intensely competitive fragmented ... market, taking fullest advantage of the Citi franchise while protecting the Bank and client/firm by complying with relevant policies, procedures, and country… more
- Truist (Plano, TX)
- …Participates fully in all components of the established Truist Retail Community Bank Leadership Routines 5. Commits to advancing individual knowledge of sales ... 3. Experience with sourcing and prospecting for new clients and client relationship building 4. Excellent interpersonal and communication skills, including a desire… more
- Huntington National Bank (Plano, TX)
- …opportunity to share ideas and voice opinions that directly impact our customers, our bank , and our communities for the better. As a Customer Experience Banker ... customers and partners. + Educating and referring customers to other areas of the bank to deepen relationships and build a strong partnership. + Adhering to all… more
- Capital One (Plano, TX)
- Virtual Business Banker II The Virtual Business Banker II (VBB II) is responsible for daily operations, execution and support of inbound/outbound phone-based ... client contact strategy and sales process. These customers are typically Business Banker customers including complex Business Banker Manager, Sr. Manager and… more
- Comerica (Dallas, TX)
- Job Description Small Business Banker The Small Business Banker is responsible for driving net customer growth through the overall attraction, expansion, ... to build rapport and discover unmet needs of customers, providing relationship servicing, and consistently enhance the partner referral processes by following… more
- JPMorgan Chase (Plano, TX)
- …and the opportunity to make a significant impact in our company. As a Virtual Banker II in Consumer Banking, you will contribute significantly to the success of the ... Virtual Bank helping clients by providing strong customer service, offering...Client Advisors, Private Client Bankers, Mortgage Bankers and Business Relationship Managers, to connect customers to experts who can… more
- JPMorgan Chase (Dallas, TX)
- …providing education and advice tailored to suit their financial needs. As a Private Client Banker in Branch Banking, you are the main point of contact for a select ... as other customers in the Branch. You will manage their complete banking relationship across the company, utilizing a proactive and disciplined approach to generate… more
- JPMorgan Chase (Dallas, TX)
- …building relationships and providing financial advice to your clients. A role as a Commercial Banker is for you. As a Commercial Banker , you will be responsible ... Economy, Startup Banking. The Startup Banking team is part of JP Morgan's Commercial Bank in its Middle Market Banking and Specialized Industries group. In this role… more
- PNC (Dallas, TX)
- …have an opportunity to contribute to the company's success. As a Premier Client Banker within PNC's Wealth Management organization, you will be based in Dallas, TX. ... needs based and consultative conversational skills, experience, and acquired knowledge of bank products and services and positions appropriately to grow share of… more
- KeyBank (Dallas, TX)
- **Location:** 8117 Preston Road, Suite 400 - Dallas, Texas 75225 The Senior Banker serves as the Trusted Advisor for clients and prospects who are primarily active ... utilize the full breadth of Key's product platform which includes traditional bank products, investment banking and capital markets executions. Senior Bankers also… more
- Bank of America (Dallas, TX)
- …age.** Acknowledge (https://ghr.wd1.myworkdayjobs.com/Lateral-US/job/Boston/Sr- Relationship -Manager Global-Commercial-Banking ... Sr. Relationship Manager - Global Commercial Banking - Restaurant...we make an impact in the communities we serve. Bank of America is committed to an in-office culture… more
- Fifth Third Bank, NA (Dallas, TX)
- …revenues (ie at least $20 million). Ability to lead and coordinate with One Bank Partners to create and implement a relationship strategy for assigned clients ... reporting plans to enhance the client experience. + Utilize the Bank 's Customer Relationship Management (CRM) system for client activity tracking, call reports… more
- US Bank (Dallas, TX)
- …relationships as well as retain and expand relationships with existing customers. The Relationship Manager will sell appropriate bank products and services to ... those prospects and clients, identifying and successfully capitalizing on One US Bank and making appropriate referrals. The Relationship Manager's primary focus… more
