• Premier Advisor or Banker

    Truist (College Station, TX)
    …but is not limited to, the delivery of excellent client service behaviors, support of the Truist segmentation models, full use of the automated sales process ... and support of referral processes and guidelines. Monitor, maintain and...functions. 1. Bachelor's degree with a concentration in business, accounting , finance, banking or equivalent financial services experience and… more
    Truist (11/01/25)
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  • Wealth Strategist (Financial Planner)

    City National Bank (Austin, TX)
    …have experience with client discussions/presentations, proficiency in financial planning software (eMoney), and demonstrable knowledge in advanced planning areas ... educate clients with advanced modeling through the Comprehensive Wealth Assessment. * Support the Wealth Strategy team by participating in external meetings, taking… more
    City National Bank (10/24/25)
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  • Market Credit & Collection Team Lead

    Sysco (Houston, TX)
    …effectively communicate compliance standards + Proficiency with Microsoft Office and specialized accounting / finance software ERP Systems (eg,Workday) + Ability ... closely with one of the Market Credit Managers to support ongoing operations and the markets credit portfolio. If...Requests/Other SRs + Running multiple reports to "fix" issues ( Analyst not aligned) + Reactiveness to tech issues +… more
    Sysco (11/11/25)
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  • Real Estate Investment Associate

    Mill Creek Residential (Dallas, TX)
    …guidance for, and modify the standardized MCR investment modeling templates + Support the Development and Acquisition teams with underwriting practices and unique ... underwriting techniques for specific projects + Provide investment modeling support throughout entire life cycle of project + Support the Portfolio Management… more
    Mill Creek Residential (09/10/25)
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