- US Bank (Dallas, TX)
- …what you excel at-all from Day One. **Job Description** Partners with assigned Relationship Manager (s) to successfully manage ICG Credit PM 3 - Professional ... Secondarily, provides customer service, participates in joint sales calls with Relationship Manager (s) and identifies customer needs. Basic Qualifications -… more
- PNC (Fort Worth, TX)
- …Credit Risk Analysis, Customer Engagement, Financial Analysis, Financial Modeling, Investment Banking , Public Speaking, Relationship Building, Relationship ... investment education and visibility among branch staff. In partnership with branch manager and/or investment sales associate, leads the branch team on actions to… more
- Huntington National Bank (Houston, TX)
- …credits within the portfolio or for new prospects. + Proactively assists Relationship Manager in development of marketing presentations and pitch books ... The REF team is seeking a talented and ambitious Sr. Portfolio Manager (Associate Director), and this role supports the Renewable Energy, Underwriting and… more
- Bank of America (Dallas, TX)
- …Client Associates help clients pursue the life they envision through a personal relationship with their advisory team committed to their needs. We believe trust ... 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… more
- Citizens (Houston, TX)
- …Sales Associate is responsible for supporting assigned Citizens Asset Finance Relationship Manager (s) in originating, pricing, and structuring complex equipment ... and relationship management. Partner effectively with CAF Relationship Managers and CFG Banking partners to...effectively with CAF Relationship Managers and CFG Banking partners to deliver integrated solutions. + Analytics &… more
- PNC (Farmers Branch, TX)
- …an opportunity to contribute to the company's success. As a Senior Business Technology Manager within PNC Site Reliability organization, you will be based in one of ... * 5+ years of technical support experience preferred. Experience in banking , financial services or other regulated industry preferred. Technical certifications for… more
- Raymond James Financial, Inc. (Houston, TX)
- …policies, mission, strategies, and compliance guidelines. **Skill in** + Operating client relationship manager system and other required software applications to ... fully position new Advisors for success. In conjunction with a Mentor, Branch Manager , and/or a team of Financial Advisors, the Financial Advisor Trainee will learn… more
- Capital One (Plano, TX)
- …be responsible for building and leading high performing locally based relationship managers that deliver against the defined objectives including: recruiting, ... based support teams and local Retail and Small Business banking and Commercial bank relationships throughout their market. +...motivate and conduct joint work with their team of Relationship Managers. + Partner with other Local Market Leaders… more
- Bank of America (Houston, TX)
- …trusted advisor, providing integrated recommendations including wealth structuring, credit facilities, banking , and asset management + Encourages use and adoption of ... days of start date + 12+ years of private banking and/or complex financial services experience or equivalent financial...Analytical Thinking + Oral Communications + Referral Management + Relationship Building + Risk Management + Active Listening +… more
- Bank of America (Houston, TX)
- …trusted advisor, providing integrated recommendations including wealth structuring, credit facilities, banking , and asset management + Encourages use and adoption of ... centers of influence **Required skills:** + 10+ years of private banking or complex financial services experience ORequivalent financial services/business experience… more