- PNC (Mcallen, TX)
- …comprehensive financial wellness advice and solutions to clients and consumers. As a Relationship Manager I - Financial Wellness Consultant you will develop and ... to be successful in this position. **Preferred Skills** Book Of Business, Client Relationship Building, Credit, Credit Products, Customer Engagement, Decision… more
- Comerica (Houston, TX)
- …Obtain client commitment and collect assets. Effectively transition the client relationship to the relationship manager by staying involved with the ... a high performing book of business and being accountable for the success of the client relationship . What we can offer you Comerica Funded Retirement Plan and… more
- Bank of America (College Station, TX)
- …(CRPC) + Obtained insurance licenses **Skills:** + Account Management + Client Investments Management + Client Management + Client Solutions Advisory ... through investment advice and guidance. Merrill's Financial Advisors and Wealth Management Client Associates help clients pursue the life they envision through a… more
- SCI Shared Resources, LLC (Baytown, TX)
- … client families in order to generate sales leads. Input prospective client contact information in Customer Relationship Management (CRM) system. + Take ... to Work! As a sales trainee, learn the industry, products, product finance / insurance options, services as well as use of Customer Relationship Management… more
- Allied Universal (Houston, TX)
- …most full-time positions, including medical, dental, and vision coverage, life insurance , a retirement plan, employee assistance programs, company discounts, perks, ... responsible for the day-to-day operational management of an assigned client portfolio. The Area Director will act as the...+ Medical, dental, vision, basic life, AD&D, and disability insurance + Enrollment in our company's 401(k)plan, subject to… more
- Neuberger Berman (Dallas, TX)
- …+ Accountable for 5-10 client meetings per week + Possess strong client relationship skills; influence senior clients to grow advocacy with investment teams ... responsible for furthering the growth of NB's platform through strategic relationship building and business development initiatives with predominantly Edward Jones,… more
- Grant Thornton (Dallas, TX)
- …in evaluating new opportunities (audit or other) or existing relationships for a client (or prospect) or an affiliate of one that is subject to independence ... the applicable independence standard (eg, AICPA, SEC). + Advise teams with Relationship Checking activities (eg, guidance or processing assisting on relationship … more
- Tradesmen International, Inc. (Laredo, TX)
- …for locating and bringing in new business, as well as maintaining Client relationships that increase the usage of Tradesmen International's services and workforce. ... sales goals set by the Company. + Communicates detailed Client needs to the Operations team. + Generates sales...of business. + Educates Prospects and Clients about the relationship between the use of a highly skilled variable… more
- HUB International (Dallas, TX)
- …liaison between the Client and TCG, HUB . Manage a strong Client relationship . Identify additional sales opportunities for Clients . Provide exceptional ... the client , providing excellent customer service and maintaining a strong relationship with the client 's leadership. Candidates will be trained and required… more
- Truist (Dallas, TX)
- …1. 4 year college degree 2. 5 years of sales / client relationship management experience in banking/financial products, including significant experience ... Qualifications: 1. 2 years or more experience as a Small Business Banker, Business Banking Relationship Manager , or Branch Leader/ Manager 2. 2 years or more… more