- JPMorgan Chase (Houston, TX)
- …Management serves clients across the entire wealth spectrum. It includes the Private Bank , JP Morgan Securities, and Chase Wealth Management . The Wealth ... Life Insurance Specialist will provide support to advisors across JP Morgan Private Bank on utilizing life insurance solutions to meet client investment and income… more
- Citigroup (Dallas, TX)
- …understand the client situation and utilize that knowledge to develop tailored wealth management strategies. Private Bankers are able to add value to clients by ... In addition, they are able to deliver quality Private Bank client relationships (solutions and services) in an intensely...client net revenue annually in core product areas: investment management , capital markets, and banking & lending + Create… more
- Mass Markets (Killeen, TX)
- …and our communities. In this role you will work directly with bank customers providing product and account information, resolving customer issues, and answering ... customer questions regarding bank processes. Candidates should have excellent communication skills, willing to learn on the job, and be highly reliable. This is an… more
- Commerce Bank (Dallas, TX)
- …award-winning culture doesn't come easy. And after more than 155 years, we know Commerce Bank is only at its best when our people are. If this sounds interesting to ... and competencies.) About This Job This position involves both the comprehensive management of existing commercial relationships as well as soliciting new business… more
- City National Bank (Austin, TX)
- …* Lead retail syndications for large credit relationships in conjunction with the Bank 's syndications team. * Calls on existing or prospective clients to discuss and ... promote all Bank products and services in order to establish a...to be further developed or eliminated. Prepares reports for management * Monitors portfolio for quality, risk and adherence… more
- Bank OZK (Frisco, TX)
- …by delivering knowledgeable advice and solutions + Engage relevant business and bank partners in team-based customer development with expert delivery + Leverage ... high degree of integrity, trustworthiness, and professionalism at all times + Embrace Bank OZK's core lending tenets of asset quality, profitability, and then growth… more
- Bank OZK (Mckinney, TX)
- …May open new accounts, as needed and with documented approval of management . + Demonstrate competency and accountability to maintain banking center operational ... standards, ensuring compliance with internal controls, operational procedures, and risk management . + Actively promote teamwork, leading by example and taking… more
- JPMorgan Chase (Plano, TX)
- …in a supportive environment that values innovation and collaboration. As a Global Bank Loans Onboarding Associate Iwithin JPMorganChase, you will play a pivotal role ... accounts live. + Develop a deep understanding of the bank loan model and be able to present it...effective in a global operating environment and a matrix management organization + Self-motivated with a flexible approach to… more
- PNC (Dallas, TX)
- …to the company's success. As a Senior Relationship Strategist within the PNC Private Bank organization, you will be based in Dallas, TX. The position is primarily ... the manager's discretion. **Job Description** + Leads or supports client management activities with clients and prospective clients. Responsible for the development… more
- Bank OZK (Dallas, TX)
- …managing all aspects of a loan portfolio which can include ongoing risk management , credit monitoring, and financial analysis of a portfolio of Commercial and ... analysis of matured loans, and ensuring compliance with the Bank 's credit policies. The Portfolio Manager plays a key...escalate ongoing portfolio credit issues to various levels of management . + Assist with the resolution of loan administration… more