- PNC (Houston, TX)
- …activities with new and/or existing clients in a book of business to grow sales , revenue and market share with relevant sales goals. Typically works with ... and enhance the client experience. Focuses on bringing entire bank to the client by presenting the full range...range of PNC's products and services. Leverages reporting and sales tools to proactively identify and successfully convert … more
- PNC (Dallas, TX)
- …provides financial services, both in and out of PNC's branch footprint, to companies with sales from $5 million to $50 million. You will be a trusted advisor within ... existing clients in a book of business to grow sales , revenue and market share with relevant sales...and enhance the client experience. Focuses on bringing entire bank to the client by presenting the full range… more
- Highmark Health (Austin, TX)
- …and transparency of Quote to ID card status to customers, including Groups, Sales and Support teams within the company. Responsible for resource planning, budget ... including but not limited to: Reviewing imaged deposit reports, Verifying bank receipts, checks, invoices, amounts, group numbers, etc., using the Billing… more
- Robert Half Finance & Accounting (Frisco, TX)
- …ledger maintenance and prepare detailed journal entries. * Reconcile accounts and bank statements to ensure consistency and compliance. * Assist with annual audits ... ensure proper allocation of expenses. * Provide support for tax-related activities, including sales and use taxes, and collaborate with tax consultants as needed. *… 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...helping to support customer service, technical support, and customer sales interactions. It requires you to interact with hundreds… more
- Navy Federal Credit Union (North Richland Hills, TX)
- …with members and internal/external sources. + Execute customer and broker purchase/ sales orders of securities for current/new clients. + Identify prospective ... actions. + Monitor, track and report performance of individual sales plans and assigned strategies for leadership. + Participate...range, based on your experience, location and market position Bank Secrecy Act: Remains cognizant of and adheres to… more
- Zions Bancorporation (Dallas, TX)
- At Amegy Bank , everyone counts! Your contributions are valued, and everyone is given the opportunity to grow in their career. We're committed to doing the very best ... and providing strategic recommendations. + Provides oversight and mentorship in sales , credit analysis, loan structuring, client engagement, and judgment assessment.… more
- Scotiabank (Houston, TX)
- …equity financing, mergers & acquisitions, corporate banking, institutional equity sales , trading and research, fixed income products, derivatives, energy, foreign ... meaningfully contribute to live transactions including sell-side renewable asset/portfolio sales and capital raises for leading renewable platforms. A significant… more
- Truist (Fort Worth, TX)
- …time frame required for presentation and answering of questions. 6. Maximize sales opportunities by contacting potential investment clients based on internal and ... bank leads. Use product and industry knowledge to identify...identify existing client, account, and product attributes that present sales potential. 7. Provide operational guidance to Financial Advisors… more
- Bath & Body Works (Pearland, TX)
- …home, and in their communities. As a Key Holder, you will support delivering sales plan through effective execution of store and operational tasks. Our store leaders ... for work. + Perform opening and closing routines including execution of bank deposits, receipt of shipment, and interpret/disseminate company directives. + Create… more