- TIAA (Frisco, TX)
- …team in overall book management strategy. + Provides client service and sales support as a part of the Wealth Management advisory team, focusing primarily on ... high-net worth clients across all products and services, focusing on building book of businesses, strengthening relationships, and growing and retaining assets. +… more
- PNC (Fort Worth, TX)
- …and visibility among branch staff. In partnership with branch manager and/or investment sales associate , leads the branch team on actions to achieve investment ... highly collaborative circuit of branches and manage an assigned book of business. PNC Wealth Management advisors execute an... of business. Owns the client experience, efficiently handling sales and service, identifying sales and/or executing… more
- UMB Bank (Austin, TX)
- …needs. **Responsibilities:** + Delivers an unparalleled customer experience while managing a book of business and building client relationships. + Partners with UMB ... a minimum of 3 years of experience in a sales role required + Commercial Banking and Retirement Plan...an employee assistance program; fitness reimbursement; tuition reimbursement; an associate wellbeing program; an associate emergency fund;… more
- 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...relationship management, business development and presentation skills + Advanced sales , negotiation, problem solving, and interpersonal skills + Anticipates… more
- Kestra Financial (Fort Worth, TX)
- …in multiple roles including investment processing as well as planning assistance. The associate will need high attention to detail as they execute on portfolio ... case design, scenario building, and plan and presentation development. Summary The Associate /Service Advisor reports to the Lead Advisor and serves as the primary… more
- TIAA (San Antonio, TX)
- …eligible to participate in competitive variable compensation package (paid on external sales , book of business, and balanced performance metrics) with material ... + 5+ years in a role with personal accountability and managing a book of business or equivalent experience; Required + 5+ years building long-lasting relationships… more
- UMB Bank (Colorado City, TX)
- …Personal Banker, you'll receive extensive training on UMB's products and services, the sales process, and offering financial solutions. You can also expect to work ... client relationships while meeting the customers needs * Personally creating sales opportunities by calling leads, visiting businesses to offer workplace banking,… more
- Capital One (Plano, TX)
- …for daily operations, execution and support of inbound/outbound phone-based retention and sales effort occurring within a phone based environment. VBB II will focus ... business cash flow cycle and apply advanced business credit sales skills to the client interaction using an existing...for relationship management, retention, and deepening of the assigned book of business as well as acquiring new relationships… more
- Zurich NA (Austin, TX)
- …of TX. The Contract Surety Underwriter will work to analyze and underwrite a book of new and renewal business. Underwriters will use the Zurich Way of Underwriting ... you will partner with brokers and will utilize strong sales execution mindset to write profitable business. We are...Support areaOR + Zurich Certified Insurance Apprentice including an Associate Degree and 3 or more years of experience… more
- UMB Bank (Plano, TX)
- …efficiency. + Manage the overall credit quality of assigned portfolio (includes sales , credit analysis, loan structuring, client and prospect interviews). + Monitor ... degree OR equivalent work experience. + You have 7 years proven business banking sales experience. + You are able to articulate superior strategic sales … more