- First Horizon Bank (Plano, TX)
- …quality, accurate and timely customer service involving daily processing of financial transactions and opening accounts in a retail banking environment. Introduce ... both teller and platform support as needed to keep client wait times to a minimum and to provide...customer service. Teller support includes performing daily processing of financial transactions, ie deposits, handling currency, coin, and cashing… more
- World Insurance Associates, LLC. (Dallas, TX)
- World Insurance Associates ("World") is a unique financial services organization with a global network of brokers and specialists who empower people to make informed ... their benefits programs, and help them achieve their long-term financial goals. Founded in 2011, World is one of...& HR solutions. Insurance Sales Producer - Commercial Lines Client Advisor Position Overview World's Client Advisors… more
- WSP USA (Houston, TX)
- …involves driving strategic initiatives, overseeing project execution, and fostering strong client relationships to achieve business goals. The ideal candidate will ... strategic planning, stakeholder engagement, performance monitoring, risk management, and financial oversight. + Contribute to business development efforts, cultivating… more
- Truist (Houston, TX)
- …profitable client relationships. The Legal Specialty Group (LSG) provides financial advice and solutions exclusively to attorneys and law firms, sharing ... on family wealth relationships of tenured partners within LSG client firms. 2. Develop a business plan annually to... needs. 8. Solid understanding of wealth management and financial planning considerations for high net worth individuals and… more
- WTW (Dallas, TX)
- …a portfolio of captive insurance companies by providing strategic, operational, and financial oversight tailored to each client 's unique risk profile. Reporting ... a critical role in shaping underwriting strategy, ensuring regulatory and financial compliance, and delivering timely, high-quality board and management reporting.… more
- JPMorgan Chase (Dallas, TX)
- Are you customer focused, enjoy building relationships and providing financial solutions to your clients? You have found the right team. As a Treasury Management ... execute a localized market and product strategywhiledeveloping partnerships with Bankers, Client Service, Product Leadership (Core Cash, Card and Commerce Solutions)… more
- Bank of America (Fort Worth, TX)
- …At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. We do this by driving Responsible ... and developing exceptional talent, supporting our teammates' physical, emotional, and financial wellness, recognizing and rewarding performance, and how we make an… more
- Bank of America (Boerne, TX)
- …At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. We do this by driving Responsible ... and developing exceptional talent, supporting our teammates' physical, emotional, and financial wellness, recognizing and rewarding performance, and how we make an… more
- JPMorgan Chase (Houston, TX)
- …and develop and articulate a dynamic, forward-looking risk assessment of client companies, transactions, competitive threats, industry and other factors + Lead ... and/or participate in client due diligence by way of attending client...companies, management teams and industry sectors, and + Utilize financial models to incorporate the impact of forward-looking risk… more
- JPMorgan Chase (Plano, TX)
- …risk monitoring. + Manage daily risk demands and execute transactions for financial institutions. + Oversee transaction execution, including client analysis and ... in the Banks & Broker Dealers team, you'll manage exposure to a diverse client base, including North American banks, broker dealers, fintechs, and more. This role… more