- Lincoln Financial (Austin, TX)
- …75074 **The Role at a Glance** We are excited to bring on an accomplished ** Compliance Consultant ** to our Retirement Plan Services/Product team to work in our ... resource to applicable internal/external stakeholders and will execute on more complex compliance plans, reviews, and risk analyses for assigned area. **What you'll… more
- Capital One (Plano, TX)
- Treasury Management Consultant II, Commercial Real Estate The Treasury Management Consultant (TMC) partners with internal stakeholders to advise on prospects' ... through deposit growth, maintaining and cross-selling existing clients, and prospecting new-to- bank relationships. The TMC on the Treasury Management Sales team will… more
- Capital One (Plano, TX)
- Treasury Management Consultant III, Specialized Industries This role is centered on generating new and expanding existing full-service treasury management ... maintaining and cross-selling to existing clients, and prospecting for new-to- bank relationships. The Treasury Management Consultants will focus on...6 years of financial services experience + At least 5 years of sales experience + At least … more
- Capital One (Plano, TX)
- Treasury Management Consultant III, Middle Market Corporate Banking This role is focused on generating new to bank and developing existing full-service treasury ... management relationships with Middle Market clients. The Treasury Management Consultant (TMC) will be responsible for directly and/or indirectly selling and… more
- Fiserv (Irving, TX)
- …you swipe your credit card, pay through a mobile app, or withdraw money from the bank , we're involved. If you want to make an impact on a global scale, come make ... a difference at Fiserv. **Job Title** Technical Service Program Consultant **What does a successful Technical Service Program Consultant do at Fiserv?** As a… more
- Wells Fargo (Dallas, TX)
- **About this role:** Wells Fargo is seeking a Lead Alternative Investment Consultant (Lead Wealth Investment Consultant ) in the Alternative Investments group as ... within Wells Fargo's Wealth and Investment Management division (WFA, FINET and the Private Bank ) to gain support, access and guidance on how best to support the… more
- Wells Fargo (Frisco, TX)
- **About this role:** Wells Fargo is seeking a Mortgage Retail Sales Consultant (SAFE) in Consumer Lending as part of Home Lending. Learn more about our career areas ... customer service + Build relationships with realtors, builders, financial professionals, bank stores, past customers, and other non-traditional sources + Develop and… more
- Lincoln Financial (Austin, TX)
- …participant communications - in partnership with external administration vendor. * Ensure compliance with applicable regulations such as IRC 409A and coordinate with ... administration of Bermuda-specific employee benefit programs in alignment with business and compliance needs. * Serve as the key liaison with benefits vendors and… more
- Truist (Dallas, TX)
- …and update sales activity, pipeline and other pertinent information using the bank 's contact management system. 5 . Establish and maintain excellent working ... enhance business development efforts. 7. Work within existing audit, compliance and regulatory framework in order to ensure a...concepts and understanding of retail credit and traditional retail bank products for the mass affluent market. 4. A… more
- Citigroup (Irving, TX)
- …the internal Design group to achieve the business goals and maintain all bank standards. + Work collaboratively with team to develop comprehensive project plans ... the plans. + Develop Requests for Proposals for outside consultant , construction and various other outsourced vendor services. +...closeouts are handled in a timely fashion, according to bank policy. + In conjunction with the team, lead… more