- Truist (Dallas, TX)
- …following job description:** Serve as primary relationship manager for a portfolio of financially complex client relationships within the defined mass ... time to time. 1. Serve as the primary relationship manager for a portfolio of mass affluent...and seamless approach to developing, servicing and enhancing the client portfolio . Serve as an advocate for… more
- MUFG (Irving, TX)
- …variations in behavioral patterns and business practices in assigned client portfolio (s). Assist the assigned AML Department Manager in maintaining highly ... 120,000 colleagues, striving to make a difference for every client , organization, and community we serve. We stand for...guidelines. Under the direction of the assigned AML Department Manager , conduct analysis on portfolio patterns and… more
- SitusAMC (Dallas, TX)
- …in the United States. This role is responsible for the overall management of a client 's portfolio once acquired acting as a primary point of contact for all ... This position will oversee multiple servicers, trusts, and strategic portfolio initiatives simultaneously on behalf of a client...performance is expected in conjunction with the other Asset Manager (s) assigned to a client under this… more
- Bank of America (San Antonio, TX)
- …tools + Monitors, analyzes, and reviews the current market environment and research portfolio recommendations + Monitors and manages client portfolios to align ... allocation updates + Creates analytical reports for Financial Advisors to review client investment portfolio performances against market returns + Assesses and… more
- Citigroup (Irving, TX)
- …terms and conditions are appropriately represented in the closing documents + Conduct periodic client calls on all portfolio clients and select new to bank ... global target market approach. CLM plays a critical role of the client delivery model for the CCB, translating thought-leadership, industry and product expertise,… more
- Synchrony (Dallas, TX)
- …businesses as well as Synchrony eCommerce Solutions within the Co-Brand/Digital credit product portfolio . This role will lead a team of analysts as well as partner ... strategy, customer analytics, value prop measurement, segmentation, forecasting, and portfolio diagnostics. The individual will develop a decision management and… more
- Bank of America (Houston, TX)
- …and penetration * Partners and collaborates with Underwriting, Risk, Operations, and Portfolio Management to deliver a seamless client experience * Maintains ... difference. Join us! **Job Description** The Credit Executive (CE) is a client -facing role responsible for developing new custom credit relationships with strategic… more
- Truist (Dallas, TX)
- …capabilities to portfolio companies is key. Additional responsibilities on internal client management duties as specified by manager and team. **Essential ... maximizing total product revenue and growth for clients within portfolio and sector and increase quality of revenue based...on return on equity. 9. Additional responsibilities on internal client management duties as specified by manager … more
- Bank of America (San Antonio, TX)
- …team Senior Business Manager to develop, implement, and monitor the teams client service model. **Skills:** + Account Management + Business Acumen + Client ... Management + Client Solutions Advisory + Portfolio Management + Referral Identification + Referral Management + Relationship Building + Administrative Services +… more
- CDM Smith (Dallas, TX)
- …complex to highly complex projects and discusses any observations with the project manager . Performs portfolio analysis and reviews findings with portfolio ... such as federal/government regulations. Gathers project progress information from project manager and project team members to update and monitor projects of… more