- Truist (Bryan, TX)
- …of America) **Please review the following job description:** Serve as primary relationship manager for a portfolio of financially complex client relationships within ... delivery of a broad range of retail solutions including banking , mortgage, planning, investments, and insurance services. Leverage the...from time to time. 1. Serve as the primary relationship manager for a portfolio of mass affluent clients.… more
- Truist (Houston, TX)
- …and risk management services, retail and mortgage credit, and general retail banking services) through the coordination of Wealth Advisors and partners such as ... or territory * The role requires significant leadership, sales and relationship management, business development, presentation and sales skills that establish the… more
- UMB Bank (Austin, TX)
- …for having multiple careers here and having their voices heard. UMB Personal Banking and Consumer Services offers financial solutions to clients, who value an ... individualized relationship and advisory experience. For more than a century,...to the Director of Compliance & Oversight for Consumer Banking . The Compliance & Oversight team is comprised of… more
- Bank of America (Houston, TX)
- …guidance to financial center clients through the full spectrum of borrowing and banking offerings at each stage of client's life plan. Key responsibilities include ... expectations include effectively balancing sales performance, operational risk, and client relationship care by leveraging expertise. This position is subject to… more
- Bank of America (Arlington, TX)
- …the country. Each day, we connect with 67 million clients through a growing specialist workforce and our world-class digital platform. With each relationship and ... goals, join Bank of America and become an investment specialist in one of over 4,000 financial center locations...you will help to deliver Bank of America's core banking , investment solutions and approach to client care. We… 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 ... on new business opportunities with existing clients + Orchestrate appropriate specialist resources to develop tailored, long-term solutions for clients/prospects +… more
- Truist (Dallas, TX)
- …need or referring the client to the appropriate branch team members or specialist . 4. Understand the importance of Integrated Relationship Management (IRM) to ... focus on assisting with outbound calling and supporting Integrated Relationship Management (IRM) activities. ESSENTIAL DUTIES AND RESPONSIBILITIES Following is… more
- First Horizon Bank (Houston, TX)
- …to achieve market sales objectives for new Treasury Management business. + Attend Relationship Manager sales meetings regularly and serve as key product partner for ... relationship managers for new treasury management sales, and joint...provides complete and timely information to Sales Associate (SA)/Implementation Specialist (IS) to insure accurate product fulfillment. + Performs… more
- Wells Fargo (Irving, TX)
- …client-focused Equipment Finance and Leasing Director (Senior Lead Credit Product Sales Specialist ) to lead growth initiatives within our Food & Agribusiness. This ... The Equipment Finance Lending Director will collaborate closely with Relationship Managers (RMs), Business Development Officers (BDOs), and internal partners… more
- Truist (Fort Worth, TX)
- …States of America) **Please review the following job description:** Serve as primary relationship advisor for high net worth and ultra-high net worth wealth clients. ... advisor with ability to handle the most challenging, sensitive and complex banking relationships. * Focuses on targeted prospecting and developing relationships with… more
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