• Transaction Manager - C13

    Citigroup (Irving, TX)
    …loan documentation, loan / funding mechanics, deal structure, funds flows, etc. + Asset Based Lending (ABL) experience preferred + Excellent communication, ... will be responsible for supporting multiple aspects of the lending lifecycle including but not limited to loan closing...with a high proficiency with Excel and other Microsoft based programs. + Tableau or visualization tool familiarity +… more
    Citigroup (05/06/25)
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  • Premier Banker - Midland/Odessa

    Truist (Midland, TX)
    …of America) **Please review the following job description:** Serve as primary relationship manager for a portfolio of financially complex client relationships within ... Specific activities may change from time to time. 1. Serve as the primary relationship manager for a portfolio of mass affluent clients. Sell, deliver and provide… more
    Truist (03/27/25)
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  • Senior Portfolio Manager, Income Property Group

    KeyBank (Dallas, TX)
    …East Camelback Road - Phoenix, Arizona 85016 The Portfolio Manager provides relationship management support for assigned portfolio of clients who are clients and ... investors and developers. Portfolio Managers work in strong partnership with Relationship Managers to provide comprehensive financial advice and solutions that… more
    KeyBank (05/03/25)
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  • Virtual Banker II- Plano, TX- Bilingual English…

    JPMorgan Chase (Plano, TX)
    …a day/ 7 days a week. **Job Responsibilities** + Manages their banking relationship through an advice- based approach, ensuring each client receives the best ... Client Advisors, Private Client Bankers, Mortgage Bankers and Business Relationship Managers, to connect customers to experts who can...of long-term career with the firm **Dodd Frank/Truth in Lending Act** This position is subject to the Dodd… more
    JPMorgan Chase (04/16/25)
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  • International Wealth Advisor - Houston

    Truist (Dallas, TX)
    …revenue generating client relationships within the defined Reserve/GenSpring market segment based upon objective and sound personal financial planning and financial ... a broad range of wealth products and services including financial planning, asset management, personal trust and estate planning, insurance and risk management… more
    Truist (03/04/25)
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  • Premier Region Director

    Truist (Dallas, TX)
    …effectively produce individually and coach assigned teammates to achieve relationship management and production expectations. 3. Supervises and provides assistance ... in general, advanced, and complex tasks related to relationship building as well as banking, investments, insurance, financial planning, and trust and fiduciary… more
    Truist (04/17/25)
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  • Associate Trust Officer - Associate Fiduciary…

    Wells Fargo (Dallas, TX)
    …Fargo Bank products and services to high-net-worth and ultra-high-net-worth individuals and families based on needs related to banking, custom lending , and trust ... trusts, custody, tax, specialty assets, regulatory, privacy, ecommerce, deposit relationship and strategy, and business strategies. The section also provides… more
    Wells Fargo (05/07/25)
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  • Senior Financial Advisor/ Financial Advisor…

    CIBC (Palisades, TX)
    We're building a relationship -oriented bank for the modern world. We need talented, passionate professionals who are dedicated to doing what's right for our clients. ... Banking Team, you'll build and grow a dedicated client portfolio through relationship management, financial services support, and exceptional client service. As a… more
    CIBC (04/23/25)
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  • Structured Credit Executive - Private Bank

    Bank of America (Austin, TX)
    …and Portfolio Management to deliver a seamless client experience * Maintains asset quality within the defined Global Wealth and Investment Management risk appetite ... limits * Proactive identification of strategic lending opportunities * Timely deal execution in navigating loan...* Underwriting excellence with holistic knowledge of the client relationship * Understanding of Private Bank credit product solutions… more
    Bank of America (04/11/25)
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  • Merrill Financial Solutions Advisor: Greater…

    Bank of America (Dallas, TX)
    …Prioritizes client requests and makes introductions to appropriate internal service providers based on client needs and asset thresholds **The Advisor ... the largest businesses of its kind in the world specializing in goals- based wealth management, including planning for retirement, education, legacy, and other life… more
    Bank of America (04/02/25)
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