- PNC (San Antonio, TX)
- …finance relationship managers on PNC Bank to maximize overall production and relationship development in Texas market * Drives accountability for business ... - Proven ability to up-tier bond underwriting roles from co- manager to lead -Hands on leadership with the ability...Additional responsibilities include: * Develops and executes an effective business plan with emphasis on new client development… more
- Comerica (Dallas, TX)
- …existing customers. Works closely with TM Sales Officer and Relationship Manager to understand the client's business environment, strategies and industry to ... Manages special pricing approval process; works with TM Sales Officer and Relationship Manager to prepare documents and rationale for the special… more
- Truist (Dallas, TX)
- …of America) **Please review the following job description:** Serve as primary relationship manager for a portfolio of financially complex client relationships ... from time to time. 1. Serve as the primary relationship manager for a portfolio of mass...relationships with external centers of influence who will enhance business development efforts. 7. Work within existing… more
- KeyBank (Dallas, TX)
- …and draft the Transaction Analysis and draft preflight memo. + Assist the Relationship Manager to address preliminary risk and financial questions from the ... + Draft initial LOI/Term Sheet. + Work with the Relationship Manager to get LOI/Term Sheet signed,...Perform independent analysis to support transactional, regional, or national business development growth and strategy (ex. market… more
- Jacobs (Dallas, TX)
- …to develop, maintain, and execute strategic client account plans to optimize our business development investment and market share growth. Middle Game As ... Strategist will focus on account stewardship and win plan development for clients using Jacobs' Relationship Based...* Seven or more years of sales, marketing, or business development experience within the architectural, engineering,… more
- Bank of America (San Antonio, TX)
- …FOR PRIVATE WEALTH MANAGEMENT ONLY.This **Elite Growth Practice (EGP) Private Wealth Relationship Manager ** supports the Financial Advisor team to further ... in any one of the teams specialized roles of Business Development , Wealth Planning, Investment Management, or...activities. Works with the Financial Advisor and/or team Senior Business Manager to develop, implement, and monitor… more
- Boardwalk Pipeline Partners (Houston, TX)
- …and development of solutions (hardware, software, processes) that support business requirements + Elicit, analyze, specify and validate the business ... initiatives + For assigned projects: + Lead the definition, development and documentation of business requirements, objectives,...and department + Serve in the role of Project Manager and utilize Boardwalk IT project management standards +… more
- MUFG (Irving, TX)
- …Manager to ensure staff obtains ongoing comprehensive training and professional development regarding variations in behavioral patterns and business practices ... provide more details. Reporting to an Anti-Money Laundering (AML) Operations Department Manager , the AML Operations Team Leader supervises a team of AML… more
- PNC (Austin, TX)
- …partners as appropriate. + Acquires, expands and maintains client relationships through business development and client networking. Grows client loyalty and ... on investment and insurance strategies, as well as the development of financial plans for clients. Grows and retains...that drive referral activity. + Regularly meets with branch manager and other internal business partners to… more
- Citigroup (Irving, TX)
- …all portfolio clients and select new to bank opportunities in partnership with the Relationship Manager + Develop and maintain an extensive knowledge in the ... and documentation, and portfolio monitoring. As part of the business and in direct partnership with relationship ...training to various teams across CCB to promote the development and application of credit skills, mentoring/managing junior and… more