- Comerica (Dallas, TX)
- …in community involvement activities to increase bank outreach and foster new business client relationships at the banking center. Identify opportunities to ... coach, evaluate, and impact the overall management of colleague efforts involving Banking Center Collaboration, ie, referrals and closed business and the… more
- MUFG (Irving, TX)
- …support and maintain effective working relationships between FI EDD Analysts, First-Line Business Units, Relationship Managers ("RM"), and Senior Management. * ... resources. * Investigate FI client situations and provide findings to First-Line Business Units, RMs, Senior Management to evaluate potential financial crime risk to… more
- HSBC (Houston, TX)
- …Derivatives, and Commodities) and Global Asset Management with the aim to grow banking revenues and improve relationship returns + Build the Global Corporates ... sector coverage team, delivering a comprehensive suite of corporate & investment banking solutions. At HSBC Global Corporates, we partner with the largest, most… more
- Truist (Houston, TX)
- …wealth relationships of tenured partners within LSG client firms. 2. Develop a business plan annually to include marketing and client acquisition plan in conjunction ... plan for clients and prospects. 3. Proactively originate new business via leads and referrals via Centers of Influence,...Act as "face" of private practice within LSG firm relationship teams for assigned firms. 5. Identify and "right… more
- JPMorgan Chase (Dallas, TX)
- …ten years account relationship management experience with a focus on business relationships + Understanding of Commercial Banking products and services with ... over 200 years and today we are a leader in investment banking , consumer and small business banking , commercial banking , financial transaction processing… more
- Zions Bancorporation (Houston, TX)
- …bachelor's degree in banking , finance or a related field and 8+ years business banking lending, credit analysis or other directly related experience. . An ... of education and experience may meet qualifications. . Expert knowledge of business and commercial banking , credit analysis, lending, and loan processing.… more
- Regions Bank (Dallas, TX)
- …system data integrityPartners with one (1) or more of the following segments: Commercial Banking , Branch Small Business , Private Wealth, Real Estate Banking ... orchestrate the closing process for all members of the Relationship Team and vendors associated with each loan. The...and remediate prior to closing + Communicates frequently with business partners throughout the closing process + Complies with… more
- Bank of America (Trophy Club, TX)
- …first point of contact for financial center clients, helping to uncover personal banking needs of both individual and small business clients, offering ... small business solutions, services, and strategies when uncovering personal banking needs and helping clients navigate their unique life priorities * Assists,… more
- NCR VOYIX (Austin, TX)
- …global provider of digital commerce solutions for the retail, restaurant and banking industries. NCR VOYIX is headquartered in Atlanta, Georgia, with approximately ... moments. Today, NCR VOYIX transforms the stores, restaurants and digital banking experiences with cloud-based, platform-led SaaS and services capabilities. Not only… more
- PNC (Montgomery, TX)
- …to communicate and review business results and pipeline management.May drive business banking results primarily through business development, outside ... drive all aspects of branch performance including growth activities for outside business development. Executes relationship management activities with new and/or… more