- 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
- Citigroup (Dallas, TX)
- … families that cross generations to establish long-term connections to the Citi Private Bank . + Effectively manage client expectations regarding what can ... in line with the fundamental interests of the Citi Private Bank . + Help team members acquire...Master's degree preferred **Job Family Group:** Private Client Coverage **Job Family:** Private Banker… more
- KeyBank (Dallas, TX)
- …selectively targeting and developing new business relationships while actively deepening existing client relationships. Senior Banker also serves in a leadership ... Road, Suite 400 - Dallas, Texas 75225 The Senior Banker serves as the Trusted Advisor for clients and...with Credit, Product Partners, Servicing, and other partners identify cross -sell opportunities and deepen client relationships as… 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
- Fifth Third Bank, NA (Dallas, TX)
- …portfolio client relationship management, the role includes partnering with Private Equity firms to originate, underwrite, and oversee credit facilities for ... and ensures that actions and behaviors drive a positive client experience. While operating within the Bank 's...growth through generation of loans, deposits, fee income and cross selling all applicable bank services to… more
- First Horizon Bank (Dallas, TX)
- …products and services. The ideal candidate will drive product strategy, enhance client experience, and accelerate product adoption while working within a dynamic ... The product manager will be responsible for: + Aligning solutions to meet client needs + Assessing Marketplace competitiveness + Pricing and profitability + Growth… more
- Regions Bank (Dallas, TX)
- …The RECMPF Group is housed within the Capital Markets Group of Regions Bank and provides client -specific off-balance sheet financing solutions through its ... underwriting, legal, and securitization professionals + Interacts with Agency professionals + Cross -sells other bank products and services and receives referrals… more
- Comerica (Dallas, TX)
- …managers to identify opportunities to cross -sell trust services to the bank 's broader wealth management client base. Build and maintain strong relationships ... National Trust Sales Manager The Trust Sales Manager is responsible for new client acquisition results across multiple businesses and client segments. This role… more
- Scotiabank (Dallas, TX)
- …operations and corporate functions. * Support Investment Banking, Compliance, and other private -side businesses within the bank . * Understand priorities, risks, ... energy, foreign exchange and precious & metals. We also cross -sell the full range of wholesale products and services...and regulatory rules of the bank . * Champion a customer focused… more
- Scotiabank (Dallas, TX)
- …**What You'll Do** + Champion a customer focused culture to deepen client relationships and leverage broader Bank relationships, systems and knowledge. ... income products, derivatives, energy, foreign exchange and precious & metals. We also cross -sell the full range of wholesale products and services offered by the… more
- Scotiabank (Dallas, TX)
- …**What You'll Do** * Champions a customer focused culture to deepen client relationships and leverage broader Bank relationships, systems and knowledge. ... banking environment. * Champion a high-performance, customer focused culture to deepen client relationships and leverage broader bank relationships, systems, and… more
- Scotiabank (Dallas, TX)
- …+ Support a client focused culture throughout their team to deepen client relationships and leverage broader Bank relationships, systems, and knowledge. + ... energy, foreign exchange and precious & metals. We also cross -sell the full range of wholesale products and services...objective assurance over the design and operations of the Bank 's internal controls, risk management and governance processes. We… more
- Scotiabank (Dallas, TX)
- …to management. + Champions a client focused culture to deepen client relationships and leverage broader Bank relationships, systems, and knowledge. + ... income products, derivatives, energy, foreign exchange and precious & metals. We also cross -sell the full range of wholesale products and services offered by the… more
- JPMorgan Chase (Dallas, TX)
- …Investment Banking Commercial Banking, Consumer and Community Banking. The JP Morgan Private Bank offers high net worth individuals and families personalized, ... been voted number 1 in the US for overall private banking services by Euromoney , and we have...inherent in the structure and underlying assets, and the client 's expectations + Cross -selling of JPM products/services;… more
- Scotiabank (Dallas, TX)
- …Do** * Customer Focus: Champions a customer focused culture to deepen client relationships and leverage broader Bank relationships, systems, and knowledge. ... energy, foreign exchange and precious & metals. We also cross -sell the full range of wholesale products and services...Directs day-to-day activities in a manner consistent with the Bank 's risk culture. Communicates the Bank 's risk… more
- Scotiabank (Dallas, TX)
- …to management. + Champion a client focused culture to deepen client relationships and leverage broader Bank relationships, systems, and knowledge. + ... energy, foreign exchange and precious & metals. We also cross -sell the full range of wholesale products and services...objective assurance over the design and operations of the Bank 's internal controls, risk management and governance processes. We… more
- Scotiabank (Dallas, TX)
- …income products, derivatives, energy, foreign exchange and precious & metals. We also cross -sell the full range of wholesale products and services offered by the ... SEC Security Based Swap Dealer and Futures related regulations, including cross -border testing engagements covering swaps and futures activities. Members of the… 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