- 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
- Bank of America (Irving, TX)
- Business Solutions Advisor - Northgate Financial Center Irving, Texas **To proceed with your application, you must be at least 18 years of age.** Acknowledge ... must be at least 18 years of age.** Acknowledge (https://ghr.wd1.myworkdayjobs.com/Lateral-US/job/Irving/Business- Solutions - Advisor Northgate-Financial-Center\_25040932) **Job Description:** At Bank of… 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 (Carrollton, TX)
- …If you find yourself at a professional crossroads, a career as a financial advisor may be the right change for you. Financial advisors partner with clients to ... estate strategies, funding education and more. As a financial advisor with Edward Jones, you'll develop and grow your...clients. Our financial advisors are valued partners, and we credit much of our success to their unique experiences… 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
- Navy Federal Credit Union (Dallas, TX)
- …and complex credit needs + Provide strategic financial guidance and solutions for complex transactions and refer members to outside resources as appropriate + ... a catalyst for the promotion and growth of Navy Federal Business Solutions products and services. Recommends appropriate lending, deposit, Treasury Management and… 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 (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
- Wells Fargo (Irving, TX)
- …market needs to enable the innovation, design, and delivery of credit solutions more effectively, including large-scale, cross-functional, or companywide ... this role:** Wells Fargo is seeking a Senior Lead Credit Vendor Program Sales Specialist to support Equpment Finance...**In this role, you will:** + Act as an advisor to senior leadership to develop or influence long-term… 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)
- …ID:** J0925-0565 **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
- 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
- Citigroup (Irving, TX)
- …to the Citi Retail Services business, which operates private label and co-branded credit card programs and offers digital lending solutions for retailers across ... with extensive knowledge of US laws and regulations applicable to the credit card industry. This attorney will provide input into strategic decisions, exercising… 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