- Huntington National Bank (Farmers Branch, TX)
- Description Job Summary: As a Treasury Management Advisor III - Corporate Healthcare, you will play a pivotal role in driving the growth and success of our treasury ... sales cycle for cash management, liquidity, card, and merchant services deals. This includes the full sales cycle, from...In this role, you will act as a trusted advisor to both clients and prospects, providing insightful guidance… more
- Huntington National Bank (Houston, TX)
- Description Summary: Responsible for generating and expanding client relationships by providing expert payment solutions and recommendations in the business/middle ... with business bankers to identify new sales opportunities for merchant services while also coaching partners, calling on prospects/clients, managing leads, making… more
- US Bank (Houston, TX)
- …uniquely positioned for growth and are making significant investments to expand our advisor base and deliver an outstanding client experience. With a ... due diligence + Portfolio construction resulting in tailored investment management and insurance services based upon a client 's unique situation + Refer and… more
- PNC (Houston, TX)
- …for this position. **Job Description** + Markets credit card systems and support services for business customers. Attracts and retains client relationships to ... meet sales objectives. + Develops and maintains relationships with clients. Identifies client requirements and recommends appropriate services . + Responds to… more
- Bank of America (San Antonio, TX)
- …and needs + Triages client requests and makes referrals to appropriate internal service providers based on client needs and asset thresholds + Mitigates and ... Financial Solutions Advisor - South Austin & North San Antonio...and feedback to referral partners based on knowledge of client needs and potential product services recommended… more
- Bank of America (Fort Worth, TX)
- …and needs * Triages client requests and makes referrals to appropriate internal service providers based on client needs and asset thresholds * Mitigates and ... Financial Solutions Advisor - Mid-Cities DFW Area Fort Worth, Texas;Irving, Texas;...and feedback to referral partners based on knowledge of client needs and potential product services recommended… more
- Bank of America (Carrollton, TX)
- …applies knowledge of borrowing and banking to recommend alternative or additional financial services that best align with the client 's unique priorities + ... service skills with ability to manage the full client end-to-end experience and problem resolution. + Has a...+ A working knowledge of small business products and services . + Bilingual skills. **Skills:** + Client … more
- Bank of America (Allen, TX)
- …and needs + Triages client requests and makes referrals to appropriate internal service providers based on client needs and asset thresholds + Mitigates and ... Financial Solutions Advisor - Forth Worth Area Fort Worth, Texas;Arlington,...and feedback to referral partners based on knowledge of client needs and potential product services recommended… more
- US Bank (Houston, TX)
- …capabilities in business-sale advisory and pre-transaction planning. The Private Wealth Advisor (PWA) is responsible for identifying, closing, and deepening ... client relationships. The PWA uses familiarity with ...of investments, banking, wealth and estate planning, and trust services to frame, acquire, and retain relationships. The PWA… more
- NTT America, Inc. (Plano, TX)
- …organization, apply now. We are currently seeking a Digital Architect Pre-Sales Sr. Advisor to join our team in Plano, Texas (US-TX), United States (US). ... Sales Engineer / Senior Solution Architect** At NTT DATA Services , we know that with the right people on...are the core responsibilities + Salesforce pre-sales, partnering with Client Executives and Seller to win enterprise grade deals.… more