- Truist (Dallas, TX)
- …9. Work with the Client Advisory Center (CAC) to ensure smooth client migrations and resolve any service -related needs. 10. Routinely accumulate relevant ... initiatives and dispositioning referrals within expected timeframes. 8. Perform routine client outreach efforts to drive client satisfaction and drive… more
- Texas A&M University System (Amarillo, TX)
- …is responsible for proactive grant management, including budget development, financial oversight, and ensuring compliance with all funding source stipulations. ... local and county governments, economic development corporations, chambers of commerce, financial institutions, and other state and federal agencies. The Director… more
- WSP USA (Houston, TX)
- …signed Service Agreement where WSP has expressly requested recruitment/staffing services specific to the position at hand. Any unsolicited resumes, including ... and employees while ensuring satisfactory performance. + Lead review meetings, client presentations, and design charrettes. + Lead preparation of technical proposals… more
- NCR VOYIX (Austin, TX)
- …stores, restaurants and digital banking experiences with cloud-based, platform-led SaaS and services capabilities. Not only are we the leader in the market segments ... experiences in partnership with the world's leading retailers, restaurants and financial institutions. We leverage our expertise, R&D capabilities and unique… more
- Burkhart (Dallas, TX)
- …EXPERIENCE: You go above and beyond in order to provide an Exceptional Client Experience. Your communication and customer service skills are effective, ... and holds themselves and their team accountable for meeting goals while providing an Exceptional Client Experience. What success looks like + EXCEPTIONAL CLIENT … more
- WSP USA (Houston, TX)
- …signed Service Agreement where WSP has expressly requested recruitment/staffing services specific to the position at hand. Any unsolicited resumes, including ... ideal candidate will bring both proven project management expertise and established client relationships, enabling WSP to continue expanding its role as a trusted… more
- JPMorgan Chase (Austin, TX)
- …Capabilities, and Skills** + Six plus years of work experience in Private Banking or Financial Services + Bachelor's Degree required + Series 7, 66 and Insurance ... their wealth. You will use your knowledge of investments, financial planning, credit and banking to both advise current...all aspects of their balance sheet and generate new client acquisition. You will be part of a local… more
- Comerica (Dallas, TX)
- …Other projects as assigned. Qualifications Position Qualifications: + 2 years of experience in financial service including sales and customer service + 2 ... the ability to provide a high level of customer service and satisfaction. Critical attributes in this role includes...the SAFE Act. Comerica Incorporated (NYSE: CMA) is a financial services company headquartered in Dallas, Texas,… more
- Capital One (Plano, TX)
- …+ High School Diploma, GED or equivalent certification + At least 6 years of financial services experience + At least 5 years of sales experience + At ... This role is centered on generating new and expanding existing full- service treasury management relationships for Middle Market clients. The Treasury Management… more
- AON (Houston, TX)
- … services across solution lines, working strategically to cultivate client relationships and identify new business opportunities. + Demonstrate detailed ... services across solution lines, working strategically to cultivate client relationships and identify new business opportunities. + Demonstrate detailed… more