- PNC (Georgetown, TX)
- …and implements investment and insurance strategies for clients. Determines the best products to support such strategies. Presents sound financial recommendations ... in this position. **Preferred Skills** Client Prospecting, Client Relationship Building, Credit Risk Analysis, Customer Engagement, Financial Analysis, … more
- Edward Jones (Amarillo, TX)
- …something the competition simply can't: our unique branch-team business model. One financial advisor and one branch office administrator entirely focused on building ... office administrator to help you run your branch. World-class products , services and support. And the stability of a...with 100% support from us. **Job Overview** As a financial advisor with Edward Jones, you'll develop and grow… more
- KeyBank (Houston, TX)
- …ancillary products ) and amendments to existing exposure. Additionally, the Associate , Portfolio Management is responsible for ongoing credit monitoring and ... include obtaining initial approval for new credit exposure (eg, revolving credit facilities, term loans, leases, foreign exchange products , derivatives … more
- Regions Bank (Dallas, TX)
- …the purpose of formulating a business plan and delivering an effective variety of financial products and services to help the client succeed financially + ... At Regions, the Small Business Relationship Manager focuses on delivery of credit , products , and service solutions within a dedicated geographic area… more
- UMB Bank (Austin, TX)
- …profitable results in the underwriting of small business loans and related credit products **Compensation Range:** $57,760.00 - $124,170.00 _The posted ... IA/Denver, CO** The Sr. Small Business Banking Underwriter will analyze and make credit decisions for small business banking clients in accordance with UMB policies… more
- Truist (Austin, TX)
- …client maintenance requests, problem resolution and advanced sales functions regarding deposit, credit , convenience and other product and service lines. 2. ... registration and applicable NMLS background check which includes meeting applicable financial responsibility, character, credit fitness and criminal background… more
- Wolters Kluwer (Houston, TX)
- …in building and maintaining effective long-term relationships with a portfolio of banking, credit unions and specialty lending clients. You will be responsible for a ... of connecting with colleagues. You will report to the Associate Director, Account & Relationship Management, and work under...a part of FCC | CS - Wolters Kluwer Financial Services, Inc. | Please view the site office… more
- Regions Bank (Dallas, TX)
- …+ Excellent writing and verbal presentation skills including experience with sophisticated financial models; proficiency with MS Office products + Experience ... events + Assists the multi-investor fund process to include aggregation of product , preparing timelines and fund marketing materials, working with counsel to draft… more
- UMB Bank (Fort Worth, TX)
- …satisfied with the status quo. + You have demonstrated knowledge of credit , bank products , services, underwriting, and bank operations. **Compensation Range:** ... our commercial portfolio. The team consists of Portfolio Managers, Underwriters, Credit Analysts, Treasury Management and Commercial Card professionals, and Capital… more
- Advancial (Dallas, TX)
- Founded in 1937, Advancial is one of the oldest and largest credit unions in the country. We are an established and proactive full-service financial institution ... is to create lasting value for our members through superior service, quality products , and innovative solutions. At Advancial, we always strive to provide the best… more
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