- HSBC (Houston, TX)
- …assigned current and target clients + Support senior bankers in the delivery of the Bank to existing clients and prospects + Work to reposition the firm to higher ... value strategic solicitation, enhancing the perception of the Bank amongst its existing and prospective clients + Co-ordinate...+ Undertake all required activities as directed by line manager or as agreed in annual objectives in support… more
- Citigroup (Irving, TX)
- **About Citi:** Citi, the leading global bank , has approximately 200 million customer accounts and does business in more than 160 countries and jurisdictions. Citi ... and investment banking, securities brokerage, transaction services, and wealth management. As a bank with a brain and a soul, Citi creates economic value that is… more
- Scotiabank (Houston, TX)
- …and high-performing culture. TITLE: Associate Director, Corporate Banking DUTIES: The Bank of Nova Scotia seeks Associate Director, Corporate Banking in Houston, ... contacts. Participate in client meetings along with the Relationship Manager . Occasionally attend client meetings without the supervision of...States : Texas : Houston Scotiabank is a leading bank in the Americas. Guided by our purpose: "for… more
- BMO Financial Group (Fort Worth, TX)
- …of clients. Makes credit decisions and recommendations in compliance with bank policies and procedures while maintaining an exceptional client service environment. ... + Performs financial analysis and calculations and makes recommendations to Manager . + Supports portfolio monitoring and compliance, analyses metrics, and assesses… more
- BMO Financial Group (Dallas, TX)
- …of clients. Makes credit decisions and recommendations in compliance with bank policies and procedures while maintaining an exceptional client service environment. ... portfolio. + Supports credit-granting decisions by making recommendations to manager + Supports the negotiation of loan terms and...renewal and extension loans aligned with client needs and bank & risk policies + Conducts financial analysis and… more
- Texas A&M University System (Canyon, TX)
- …All posted positions are subject to budget approval. General Summary: The Production Services Manager is a part of the Jack B. Kelley (JBK) Student Center management ... direct supervision of the Assistant Director of the JBK. The Production Services Manager will function as the department's technical expert in regards to all… more
- Truist (Dallas, TX)
- …**Please review the following job description:** Serve as primary relationship manager for a portfolio of financially complex client relationships within the ... time to time. 1. Serve as the primary relationship manager for a portfolio of mass affluent clients. Sell,...sales activity, pipeline and other pertinent information using the bank 's contact management system. 5. Establish and maintain excellent… more
- Atria Wealth Solutions (Fort Worth, TX)
- …keeps current on investment products and services offered. Meets regularly with Program Manager and trains, if necessary, with Program Manager . + Drives ... investment and program integration initiatives with credit union and/or assigned bank program (includes branch personnel training). Provides regular feedback to the… more
- Citigroup (Irving, TX)
- Citi, the leading global bank , has approximately 200 million customer accounts and does business in more than 160 countries and jurisdictions. Citi provides ... and investment banking, securities brokerage, transaction services, and wealth management. As a bank with a brain and a soul, Citi creates economic value that is… more
- TEKsystems (El Paso, TX)
- …* Follow-up to ensure resolutions. * Periodic: * Recognize, document and alert manager of trends. * Recommend process improvements. * Provide on-the-job training for ... Sun- Thurs. Skills customer service, WPM, words per minute, chat, teller, retail, bank , call center, Data entry, Retail Top Skills Details customer service, WPM,… more