- First Horizon Bank (Dallas, TX)
- …customer and portfolio level; notifies the portfolio management team leader, senior credit officer and commercial line manager of risks on a timely basis. + Partners ... an accurate risk assessment and thorough underwriting. + Answer client questions; ensure all data is accurate for loan...with capital and counsel. Headquartered in Memphis, TN, the banking subsidiary First Horizon Bank operates in 12 states… more
- Huntington National Bank (Houston, TX)
- …of assigned portfolio working directly with the Team Leader and Regional Credit Officer . + Underwrites complex and large credit requests for prospects and clients. ... Possesses a mastery of client and industry expertise, analyzes company performance and the...for maintaining an extensive level of knowledge of corporate banking , investment banking , and commercial banking… more
- Capital One (Plano, TX)
- …business cash flow cycle and apply advanced business credit sales skills to the client interaction using an existing multi touch client contact strategy and ... through the interaction model to best support customers (Treasury Management Officer , Merchant Services, Business Card Reps, Market Credit Exec, Sales Support).… more
- Cognizant (Austin, TX)
- …more of hyperscale and hybrid cloud & Infrastructure solutions supporting Cognizant's client account teams in vertical markets and their account expansion plans into ... Specialist will be a "trusted advisor" to both the client and the Cognizant Client Partner blending...a $50M+ business unit and be the chief growth officer for that portfolio. . Partner with practices and… more
- Citigroup (Irving, TX)
- …with a broad range of financial products and services, including consumer banking and credit, corporate and investment banking , securities brokerage, transaction ... and ensuring our platforms provide a first-class customer experience. We reimagine client and partner experiences to deliver excellence through secure, reliable, and… more
- Kelly Services (Dallas, TX)
- …+ Manages special pricing approval process; works with Treasury Management Sales Officer + Manages and prepares documents and rational for the special pricing ... issues related to the implementation. + Identifies, diagnoses, and resolves client issues, engages business partners and communicates with customers, Treasury… more
- Truist (San Antonio, TX)
- …partnership. 3. Drive branch revenue through Small Business development and new client strategies. Drive the growth of Small Business expertise through branch ... and motivating teammates, to fulfill the Purpose Mission and Values for client 's financial success and team empowerment. 6. Partnership with Integrated Relationship… more
- Huntington National Bank (Dallas, TX)
- …and other pertinent underwriting issues to present to the approving Credit Officer . + Ensures underwriting and structuring decisions reflect commitment to strong ... development of marketing presentations and pitch books highlighting product solutions for client needs. + Identifies potential problem accounts and works to improve… more
- JPMorgan Chase (Plano, TX)
- …appointments via video or phone, build a personalized financial plan for each client , and match clients with investment portfolios that are designed and managed by ... JP Morgan's Chief Investment Officer . You will also provide advice to existing clients...experience and understanding of investments, wealth planning, credit and banking concepts to help clients achieve their financial goals… more
- Huntington National Bank (Farmers Branch, TX)
- …have demonstrated, extensive formal credit training and experience as approval officer in Commercial Auto Finance.Duties & Responsibilities: + Candidate will develop ... automotive dealership new client relationships through outside calling sales activities in assigned...area. + Uncovering and negotiating new commercial loan business, banking products and services opportunities for new dealer prospects.… more
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