- Regions Bank (Dallas, TX)
- …reach deadlines, including proper Know Your Customer (KYC) guidelines, call reporting, book of business management and maintenance, and manages all elements of risk ... and compliance needs for the book of business, and utilizing all the tools are resources available to continuously enhance their skill set and improve their… more
- Vanguard (Dallas, TX)
- …+ Five years of advisory experience, specifically in advice planning, book of business management, and relationship management. + Shown experience managing ... a book of business with a track record of client satisfaction and loyalty. + Apply trust and estate planning knowledge to help preserve client's wealth. + In-depth… more
- WTW (Houston, TX)
- …lists on a variety of projects for assigned clients. + Manage a Multinational Book of Business relative to the Global Services & Solutions model as follows: First ... more strategic client relationship depending on client. _Estimated size of book 10-25 clients_ **Qualifications** **The Requirements:** + Broker's license preferred.… more
- Southland Industries (Houston, TX)
- …set of drawings and documents tooperations for secured projects. + Review estimating book with Chief Estimator prior to turn over. Make (2) copiesfor turnover and ... provide electronic copy of book contents. + Execute Spec Review Form for all bidding projects. **What you'll need to be successful:** + Successful track record… more
- Meta (Temple, TX)
- …Constructions ROMs 16. Support the Campus Construction Manager with the campus-wide book of work including contractor, designer, and vendor management 17. Support ... the Regional Construction Operations Manager in the management of the regional book of work including contractor, designer, and vendor management 19. Support the… more
- Cognizant (College Station, TX)
- …Specifically, this role is responsible for winning new deals and growing existing book of business with customer accounts per assigned targets. You will be a ... banks and non-banking lenders, across the Americas. + Maintained at least a $75M book of business in the most recent role. + Experience of leading diverse teams,… more
- The Hartford (Frisco, TX)
- …the risk selection, pricing, administration and account management of the Umbrella and Excess book of business. + Profitably write and balance the book . + ... Identify appropriate opportunities consistent with risk appetite. + Creates, drives and executes on strategies for new and renewal accounts. + Consults and provides solutions. + Effectively provides excellent account management service of an assigned territory… more
- Gerber Collision & Glass (Austin, TX)
- …a sales cycle. + Establish long lasting relationships to build, develop and expand your book of business. + Build a strong network of contacts that will supply a ... you to join the team: + We are looking for someone that has an EXISTING book of business within the auto glass industry + Proven track record of exceeding financial… more
- Xponential Fitness (San Antonio, TX)
- …sales production * Present available services to current or prospective members * Book and quality first visits to achieve monthly sales quota * Participate in ... lead management system and meet minimum daily call goals with prospective clients to book intros * Attend and complete all relative training programs * Take pictures… more
- PNC (Dallas, TX)
- …and directs relationship management activities with new and/or existing clients in a book of business to grow sales, revenue and market share with relevant sales ... needed to be successful in this position. **Preferred Skills** Book Of Business, Client Relationship Building, Credit, Credit Products, Customer… more