- Capco, a Wipro Company (Houston, TX)
- …+ Cultivate and manage relationships with senior executives and decision-makers in banking , insurance, capital markets, or energy firms to understand their data and ... Drive opportunity origination and pursuit, developing tailored value propositions, sales collateral, and winning proposals for technology-driven engagements. +… more
- City National Bank (Houston, TX)
- …clients. * Keep abreast of legislative and tax changes. * Participate in the sales process to grow revenue by calling on prospective clients in conjunction with the ... designing integrated wealth plans that enhance the value that banking colleagues bring to their relationships. * Raise awareness...related experience * Minimum 8 years of experience within Banking , Brokerage, or Insurance culture * CFP - Certified… more
- City National Bank (Austin, TX)
- …Bank products and services in order to establish a total client banking relationship. Discusses financing opportunities and general business conditions; may assist ... service, and aligning efforts with overall business objectives. * Represent Entertainment Banking with a high level of professionalism, serving as a trusted partner… more
- Comerica (Dallas, TX)
- …to revenue retention of current customer service; Meet all referral and sales goals. Qualifications Position Qualifications: + Bachelor's degree or 5 years of ... Banking and Financial experience, including: + 3 years of...+ 3 years of customer service experience within the banking /financial services industry + 2 years of experience working… more
- Bank of America (Dallas, TX)
- …are equipped with access to the investment insights of Merrill coupled with the banking convenience of Bank of America. At Merrill, we empower you to bring your ... the combined power of the Merrill investment platform and Bank of America banking capabilities. Key Responsibilities: + Deliver a full range of goals-based financial… 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
- Thrivent Financial (San Antonio, TX)
- …have come from a variety of career backgrounds, including outside sales , business management, education, ministry, hospitality, military and more. Skills acquired ... companies, serves more than 2.4 million clients, offering advice, insurance, investments, banking and generosity products and programs. For more than 100 years,… more
- PNC (TX)
- …and insurance book of business. Owns the client experience, efficiently handling sales and service, identifying sales and/or executing opportunities and making ... visibility among branch staff. In partnership with branch manager and/or investment sales associate, leads the branch team on actions to achieve investment results.… more
- US Bank (Houston, TX)
- …across the organization + Centralized marketing support, local marketing, and sales enablement tools including thought leadership content, local events, social ... media, email, and sales enablement tools **_Learn more in our digital handbook_**...and insurance products and services + Knowledge of private banking products and services, including credit processes and policies… more
- City National Bank (Austin, TX)
- *EXTERNAL LOAN OFFICER- MORTGAGE BANKING * WHAT IS THE OPPORTUNITY? The external mortgage loan officer is responsible for originating residential mortgage loans by ... their financial needs. Conduct client/prospect needs analysis and develop proposed solutions/ sales presentations to meet their needs. Maintain current knowledge of… more