- Charles Schwab (Plano, TX)
- **Your opportunity** As a Client Relationship Specialist (CRS), you have the opportunity to bring your passion for customer service to a role and a firm that ... operational success of this local Schwab branch, under the guidance of your Client Relationship Manager and Branch Manager, both of whom you will assist to help… more
- Regions Bank (Dallas, TX)
- …careers section of the system. **Job Description:** At Regions, the Commercial Relationship Specialist provides general administrative support to Relationship ... for Commercial Banking clients for all servicing requests related to client relationship + Attends weekly scheduled meetings with Relationship Manager(s)… more
- Regions Bank (Dallas, TX)
- …section of the system. **Job Description:** At Regions, the Treasury Management Relationship Support Specialist provides sales support to Treasury Management ... clients to identify, develop, and deliver quality solutions to aid the client in their day-to-day business needs. **Primary Responsibilities** + Partners with… more
- Regions Bank (Dallas, TX)
- …the careers section of the system. **Job Description:** At Regions, the Trust Relationship Specialist provides general and clerical administrative support to an ... create and organize PowerPoint presentations and Excel spreadsheets + May attend client meetings with Trust Officers and perform special projects as assigned This… more
- Bank OZK (Southlake, TX)
- …minimize errors and reduce fraud. + Demonstrate empathy and proactively resolve client concerns in a timely, professional, and positive manner, escalating issues to ... serve as a role model for banking center team members and coach relationship -building activities. + Collaborate effectively with line of business partners to foster… more
- PNC (Dallas, TX)
- …needed to be successful in this position. **Preferred Skills** Business Decisions, Client Counseling, Client Relationship Building, Competitive Advantages, ... valued and have an opportunity to contribute to the company's success. As a Client Solution Specialist within PNC's Corporate Banking organization, you will be… more
- Bank OZK (Carrollton, TX)
- …coaching conversations with leadership. + Demonstrate empathy and proactively resolve client concerns in a timely, professional, and positive manner, escalating ... issues to next level of authority, as needed. + Collaborate effectively with line of business partners to foster teamwork, exceptional customer service, and continuous learning. + Actively promote teamwork, leading by example and taking initiative to assist… more
- Bank of America (Fort Worth, TX)
- Consumer Investments - Investment Specialist Trainee (Obtain SIE Series 7 66) Fort Worth, Texas **To proceed with your application, you must be at least 18 years of ... be at least 18 years of age.** Acknowledge (https://ghr.wd1.myworkdayjobs.com/Lateral-US/job/Fort-Worth/Consumer-Investments Investment- Specialist -Trainee--Obtain-SIE-Series-7-66-\_25044760) **Job Description:** At Bank of America, we are… more
- UMB Bank (Plano, TX)
- …banking officers. As the primary contact, you will be a vital part of the client 's relationship to help deliver growth and opportunity by creating a trusting ... As the **Treasury** **Service Specialist ** will support and manage the day-to-day operations...email to support day-to-day servicing needs + Develop a relationship with the client proactively to identify… more
- Charles Schwab (Westlake, TX)
- …depth and value to Schwab Wealth Advisory Investment Advisors. The goal of the relationship is to work through client 's sophisticated needs in Tax, Trust, and ... and non-discretionary investment advisory solution providing clients with a personal relationship , specialized service and ongoing advice built on Schwab's approach… more
- Citizens (Irving, TX)
- …platforms, and enterprise data platforms. + Understanding of PB client segmentation, relationship -tiering, and cross-business interactions. + Experience ... Description JOB DESCRIPTION The Principal Data Analytics & Intelligence Specialist - Private Banking will be responsible for leading and guiding complex data… more
- Truist (Dallas, TX)
- …in the role as an Investment Support Specialist /Fiduciary Support Specialist ; trust, investment, banking or financial planning-related client service ... of America) **Please review the following job description:** Provides in-office client and advisor support interfacing with our affluent investment clients and… more
- Truist (Dallas, TX)
- … Specialist , trust experience, investment, banking or financial planning-related client service experience, or equivalent outside experience 2. Demonstrate an ... administration to a challenging and sensitive portfolio of affluent clients. Provide client support to Trust Advisors. Help coordinate with other members of the… more
- Arup (Dallas, TX)
- …strategy. * Strong communicator with professional presence, interpersonal finesse, and client relationship management experience. * Some experience in preparing ... market and client ambitions. We are seeking an External Communications Specialist to join our MCBD function. **The Opportunity** The External Communications … more
- WTW (Dallas, TX)
- …involved on sales opportunities, potential of a tertiary role holding a more strategic client relationship depending on client . _Estimated size of book 10-25 ... quantify, mitigate, and transfer risk, taking advantage of our global capabilities, specialist industry experience, and unparalleled market know-how. The result is a… more
- Allied Universal (Dallas, TX)
- …/ HOURLY** WEEKLY PAY Allied Universal(R) is hiring a Corporate Security Specialist . The Corporate Security Specialist provides physical security coverage at ... assigned corporate office locations to ensure protection of client employees, visitors, property, and equipment. The Corporate Security Specialist provides a… more
- Bank of America (Plano, TX)
- …+ Has the ability to effectively balance performance, operational risk, and client relationship care. + Demonstrates a commitment to professional ethic ... Centralized Lending Specialist (Mortgage Loan Officer) - Bilingual Spanish Team...up to and including termination. **Responsibilities:** + Provides exceptional client care + Answers inbound calls and make outbound… more
- Bank of America (Plano, TX)
- …resolution + Has the ability to effectively balance performance, operational risk, and client relationship care + Demonstrates a commitment to professional ethic ... Home Equity Lending Specialist - Plano, TX Plano, Texas **To proceed...and solutions to prospective borrowers. Key responsibilities include taking client calls to uncover their life priorities, financing objectives,… more
- IQVIA (Dallas, TX)
- …healthier future with us. We are hiring a **Physician Assistant Clinical Specialist ** for a leading medical device manufacturer. This position involves observing ... products to provide procedural knowledge and product suggestions. The specialist must reside in the assigned region and be...- to attend surgical procedures. + Potential to represent client company at major conferences across the US. +… more
- Encore (Coppell, TX)
- …the best possible customer satisfaction. * Understands and fosters the hotel/ client relationship . _Training/Staff Development_ * Creates an atmosphere that ... **Position Overview** The Technical Specialist is responsible for the technical set up...in a hospitality environment, while ensuring the utmost in client satisfaction. This position reports to an Associate Director… more