- Commerce Bank (Dallas, TX)
- …with the objective to acquire new business + Serve as the primary advisor for an assigned portfolio of diverse and complex commercial relationships, ensuring a ... the bank and to establish referral contacts within the marketplace + Ensure compliance with all bank policies, procedures, regulations, and laws + Manage a portfolio… more
- Amazon (Houston, TX)
- …requirements and propose effective migration strategies 4. Acting as a trusted advisor to customers on industry trends and emerging technologies 5. Sharing knowledge ... equivalent experience - 3+ year(s) of experience in IT security, compliance , or risk management - Experience in technology automation, implementation, integration,… more
- Amazon (Austin, TX)
- …requirements and propose effective migration strategies 4. Acting as a trusted advisor to customers on industry trends and emerging technologies 5. Sharing knowledge ... equivalent experience - 3+ year(s) of experience in IT security, compliance , or risk management - Experience in technology automation, implementation, integration,… more
- First Horizon Bank (Dallas, TX)
- …listed in job posting. **SUMMARY** The Relationship Banker is a trusted advisor who engages clients in meaningful, consultative conversations to understand their ... excellent service, personalized advice, and proactive sales while supporting the banking center's overall sales goals. This role performs moderately complex to… more
- Regions Bank (Dallas, TX)
- …is submitted and acceptable, per Regions' construction loan policy and Real Estate Banking Advisor guidelines + Assists with questions and works with senior ... + Reviews construction contracts and other construction-related documents to ensure compliance with policy and identify any relevant or outstanding issues +… more
- Bank of America (El Paso, TX)
- …are equipped with access to the investment insights of Merrill coupled with the banking convenience of Bank of America. Merrill is committed to an in-office culture ... to include the bank's digital offerings and wealth management banking strategy in the market while working with the...of the Market Strategy Plans. MCRMs partner closely with advisor teams to deliver a branded client service model… more
- Bank of America (Frisco, TX)
- …are equipped with access to the investment insights of Merrill coupled with the banking convenience of Bank of America. Merrill is committed to an in-office culture ... to include the bank's digital offerings and wealth management banking strategy in the market while working with the...responsible for delivering firm strategy and partners closely with advisor teams to deliver an exceptional client service model… more
- Truist (Dallas, TX)
- …and compliance , delivering our Purpose-Driven Wealth Experience, and driving advisor retention/recruiting efforts for the market. Following is a summary of the ... close partnerships with the local Support leadership team, LOB Risk Organization, Compliance , HR and Operations to further the effectiveness and performance of the… more
- Wells Fargo (Irving, TX)
- …on-boarding of new programs. **In this role, you will:** + Act as an advisor to senior leadership to develop or influence long-term goals for highly complex business ... and technical needs across Commercial Banking or Corporate & Investment Banking +...managers across the enterprise and serve as an expert advisor to leadership + Partner with product management functional… more
- Citigroup (Dallas, TX)
- …revenue annually in core product areas: investment management, capital markets, and banking & lending + Create sales and marketing strategies designed to generate ... understood **Relationship Management** + Serve as the client's advocate and trusted advisor (primary contact) for strategic advice on financial matters + Create,… more
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