- Chartway Federal Credit Union (Houston, TX)
- …+ Knowledge of credit union policies, procedures and processes related to the credit union and the product and services it offers + Ability to understand ... viewpoints, and life experiences are welcome, knowing this commitment strengthens our credit union family and communities. Responsible to the Branch Manager, the… more
- Capital One (Plano, TX)
- …Refers customer to appropriate channel for complex Treasury Management and Merchant Service product needs and follow up to ensure products /accounts are opened ... owner relationships through retaining and cross selling additional business products and services. The VBB II will be expected...complex business cash flow cycle and apply advanced business credit sales skills to the client interaction using an… more
- UMB Bank (Abilene, TX)
- …company, its industry, etc., over time that might create a change in their financial service needs. As the Business Banking Relationship Officer, you will be selling ... bank products and services to companies with annual revenues typically...You have the ability to help clients achieve their financial dreams, streamline business processes and help them better… more
- Columbia Bank (Addison, TX)
- …Collaboration: Work closely with Private Banking, Treasury Management, and Credit Administration to deliver integrated financial solutions. Engage ... or healthcare real estate (eg, MOBs, micro-ERs). + Strong background in financial analysis, cash-flow lending, and enterprise-value-based credit structures. +… more
- Regions Bank (Texarkana, 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 (Lubbock, TX)
- …at UMB are experts at building customer relationships and recommending and selling products and services. Personal Bankers use their product knowledge and every ... products and services, the sales process, and offering financial solutions. You can also expect to work closely...prospecting and cross-selling home equity loans and lines of credit , unsecured personal loans, auto loans and mortgage referrals… more
- Truist (Houston, 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
- PenFed Credit Union (San Antonio, TX)
- …inbound member calls and accurately complete requested transactions regarding PenFed deposit, credit cards, and loan products . + Provide a Best-in-Class member ... various departments. + Maintain working knowledge of PenFed deposit, credit cards, and loan products . + Participate...of different call topics. + Educate members on PenFed products and services to best support their financial… more
- UMB Bank (Plano, TX)
- …participate in networking groups . **Develop your expertise** : Learn to analyze financial statements, assess and facilitate credit requests, prepare credit ... Partner with seasoned commercial bankers on client projects, deal analysis and credit evaluations. . **Rotate across key business areas** : Experience different… more
- WATTS (Fort Worth, TX)
- …valuable resource. What we do: For 150 years, Watts has built best-in-class products that are trusted by customers in residential and commercial settings across the ... attention to detail, and a customer service mindset with deep knowledge of financial systems and manufacturing industry practices. This role is hybrid and is based… more