- Bank of America (Plano, TX)
- …has a desire to interact with clients proactively. + Has an ability to assess client needs and suggest/promote alternative products or services + Has ability to ... are guided by a common purpose to help make financial lives better through the power of every connection....service skills with ability to manage the full client end-to-end origination experience and problem resolution at key… more
- Bank of America (Dallas, TX)
- … acquisition and deepening existing relationships. In addition, these individuals will partner with product specialists and service partners by making ... are guided by a common purpose to help make financial lives better through the power of every connection....direct client facing experience, through participation in client meetings. + They will partner with… more
- JPMorgan Chase (Richardson, TX)
- …delivery of new accounts and full suite of products and services . Leverage service team to deliver an outstanding client experience + Protect the firm by ... provide a high-touch experience by building relationships and providing financial advice with a focus on client ...Outlook, Excel, Word, and PowerPoint Chase is a leading financial services firm, helping nearly half of… more
- TruePoint Communications (TX)
- …career? You're a TruePointer if you're nimble and committed to delivering excellent client service and meaningful results! You'll join an award-winning team. ... in Dallas, Austin or San Antonio. Responsibilities + Provide exceptional client service through strategic counsel, insightful recommendations, and proactive… more
- PNC (Dallas, TX)
- …responsibilities may be performed remotely, at manager's discretion. Commercial Banking provides financial services , both in and out of PNC's branch footprint, ... within the marketplace. You will serve as a strategic partner to clients by adding value and providing best-in-class...ideas and insights based on an understanding of the client 's needs and their financial well-being. Drives… more
- Vanguard (Dallas, TX)
- …and retention, and driving growth. We are seeking a highly motivated sales and/or client service leader, coach, and strategic problem solver to join the Wealth ... of five years related work experience. Three years of experience in Financial Services . Relationship Management and Sales experience preferred. + Previous… more
- CVS Health (Austin, TX)
- … client retention and growth. Daily activities include monitoring financial performance of the division, providing consultative information and recommendations in ... will lead a critical segment supporting a strategic PBM client division of CVS with responsibility for identifying and...trust-based relationship and positions the company as a preferred partner . + Leading end to end financial … more
- CGI Technologies and Solutions, Inc. (Dallas, TX)
- …Time **Position Description:** CGI is one of the largest IT and business consulting services firms in the world. With a presence across the globe, CGI partners with ... clients to deliver end-to-end services -from strategic IT and business consulting to systems integration,...global industry standards such as ISO 20022. It empowers financial institutions to transform their payments infrastructure with advanced… more
- JPMorgan Chase (Houston, TX)
- …industries, markets, financial and economic concepts Chase is a leading financial services firm, helping nearly half of America's households and small ... provide a high-touch experience by building relationships and providing financial advice with a focus on client ...the owner(s). Utilize knowledge of personal banking products and partner with Branch, Wealth Management and Private Bank to… more
- Wells Fargo (Colleyville, TX)
- …you looking for more? Find it here. At Wells Fargo, we're more than a financial services leader - we're a global trailblazer committed to driving innovation, ... in the top three - making us the #1 financial services employer - on the 2025... or relationship manager to meet their needs + Partner with financial advisors to understand appropriate… more