- Truist (Austin, TX)
- …2. Knowledge of advanced or complex branch transactions, risk management and loss prevention 3. Experience with sourcing and prospecting for new clients and ... the need or referring the client to the appropriate branch team members or specialist. 4. Understand the importance...client relationship building 4. General understanding of bank … more
- Atria Wealth Solutions (Austin, TX)
- Through its relationship with CUSO Financial Services, LP (CFS) University Federal Credit Union is seeking a Financial Advisor to join their team in the Austin, ... Drive investment and program integration initiatives with credit union (includes branch personnel training). Provide regular feedback regarding sales practices and… more