- Truist (Houston, TX)
- …client group (ie, Corporate and Investment Bank, Commercial Real Estate, Commercial Community Bank, Business Banking , Small Business Banking , and Wealth ... plan, develops strong partnership and collaboration with line of business and other internal partners to identify and drive...education and related work experience 2. 2 years of sales support (analyst, specialist ) or servicing of… more
- JPMorgan Chase (Fort Worth, TX)
- …Our history spans over 200 years and today we are a leader in investment banking , consumer and small business banking , commercial banking , financial ... and skills:** + 5+ years' experience with financial services company in sales / specialist role. + Extensive experience in the private alternative space,… more
- Citigroup (Dallas, TX)
- …net revenue annually in core product areas: investment management, capital markets, and banking & lending + Create sales and marketing strategies designed to ... business opportunities with existing clients + Orchestrate appropriate specialist resources to develop tailored, long-term solutions for clients/prospects +… more
- Truist (Austin, TX)
- …and banking needs * Successful track record using interpersonal, sales , presentation and relationship management skills previously demonstrated in the high net ... growth, profitability and client retention goals by acquiring new clients through business development and expanding services and marketing new products to existing… more
- NTT America, Inc. (Dallas, TX)
- …+ Manages response timeline and coordinates internal resources + Supports GTM Specialist through proposal/SOW delivery process Sales Process Enhancement + ... vision and definition from a multifunctional perspective. Brings knowledge of business , design, and technology to appropriately guide the solutioning of products… more
- Bank of America (San Antonio, TX)
- …first point of contact for financial center clients, helping to uncover personal banking needs of both individual and small business clients, offering ... business solutions, services, and strategies when uncovering personal banking needs and helping clients navigate their unique life...RM, Credit Solutions Advisor (CSA I), or Relationship Manager Business Owner Specialist (RMBOS) at Bank of… more
- Bank of America (Dallas, TX)
- …Specialist II, Lending Client Associate, Lending Client Support Manager, Lending Specialist , Senior Banker, Business Solutions Advisor or Financial Solutions ... 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… more
- Truist (Southlake, TX)
- …Commit to advancing individual and product knowledge to better serve consumer and business clients by attending sales , service and product knowledge meetings and ... and understanding the client's financial needs. Cross-trained to support sales and service activities, with a particular focus on...on digital, self-service solutions including ATMs, Online and Mobile banking to make banking easier and enhance… more
- TIAA (Frisco, TX)
- …this engagement will be 12 months. This term could be extended based on company business needs. The Trust Specialist works on a centralized team and is ... laws and regulations. + Creates and distributes reports for clients regarding banking market conditions, trust products sales results, and earnings.… more
- Ryder System (Austin, TX)
- …days delinquent, and minimizing Ryder's bad debt expense. The Regional Collections Specialist will analyze and monitor the assigned portfolio and protect Ryder's ... will work closely with Ryder Operations Leadership, Rental Leadership, and the Sales Team to coordinate actions, identify and appropriately assign customer billing… more