- PNC (Dallas, TX)
- …inside and outside of the branch as a Center of Influence (COI). Own the client relationship and holds team accountable for deliverables. Owns client ... a joint Banking and Investing partnership with a PNC Financial Advisor. + Ensures a strong client ... commitment and advocacy by delivering proactive and responsive service to meet client goals.Differentiates client… more
- Oracle (Austin, TX)
- …Oracle Products, both On Prem and Oracle Cloud. Position Overview: + Client advocate that provides guidance around product expertise and translates Customer ... wide cross section of internal and external partners - development, support, services , and third-party partners to drive Oracle Cloud adoption efforts. Cross… more
- Bank of America (Houston, TX)
- …**Responsibilities:** + Leads the Client Process Management Process within the client team to identify new business development opportunities + Sources new ... with the bank's established risk appetite + Leads the client team to deliver meaningful interactions and...skills:** + 10+ years of private banking or complex financial services experience ORequivalent financial … more
- Bank of America (Houston, TX)
- …**Responsibilities:** + Leads the Client Process Management Process within the client team to identify new business development opportunities + Sources new ... with the bank's established risk appetite + Leads the client team to deliver meaningful interactions and...date + 12+ years of private banking and/or complex financial services experience or equivalent financial… more
- Ensono (Houston, TX)
- …AWS, Microsoft, IBM) that support client transformation and growth. + Partner with Service Delivery Team (SDM) team to analyze, prioritize & communicate ... Demonstrable experience in enterprise-scale solution selling, preferably in the insurance or financial services industry + Strong understanding of the regulatory… more
- Oracle (Austin, TX)
- …Ensure accuracy of key sales metrics such as pipeline, forecast, bookings, and service attach rates. + ** Client Success & Reference Cultivation:** Ensure ... people who use it to achieve incredible things. Our team focuses on North American based clients. With Oracle's...professional experience, with at least 5 years in a Client Partner or Consulting Services Sales role… more
- Bank of America (Dallas, TX)
- …Responsibilities: * Leads the CMP ( client management process) within the client team to identify new business development opportunities * Sources new ... in alignment with established risk appetite * Leads the client team to deliver meaningful interactions and...skills: * 12+ years of private banking or complex financial services experience OR minimal equivalent of… more
- JPMorgan Chase (Houston, TX)
- …their clients. You will establish, maintain, and build relationships while delivering exceptional client service . In this role you will have extensive client ... meetings + Serve as a liaison between the Financial Advisor team , branch management, compliance and...of Word, PowerPoint, and Excel Chase is a leading financial services firm, helping nearly half of… more
- Bank of America (Dallas, TX)
- …**Job Description:** This job is responsible for providing client service support to potentially multiple Financial Advisors (FAs). Key responsibilities ... address all service needs of their clients. **Responsibilities:** + Provides excellent Client Service to the bank's clients through educating them on all of… more
- JPMorgan Chase (Dallas, TX)
- …1+ year Branch Banking Banker or equivalent experience in financial services , with verifiable success in new client acquisition, cultivating, and maintaining ... can be found at: https://mortgage.nationwidelicensingsystem.org/Safe/SitePages/default.aspx Chase is a leading financial services firm, helping nearly half of… more
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