- 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 ... a regular basis. Some responsibilities may be performed remotely, at manager 's discretion. PNC Organizational Financial Wellness is a collaborative business segment… more
- PNC (San Antonio, TX)
- …in this position. **Preferred Skills** Accountability, Asset Management, Client Relationship Building, Corporate Finance, Decision Making, Economic Policy, ... a producing banker and also help to lead investment banking efforts for PNC's Capital Markets in Texas. This...- Proven ability to up-tier bond underwriting roles from co- manager to lead -Hands on leadership with the ability… more
- JPMorgan Chase (Plano, TX)
- …by taking ownership of end-to-end onboarding activities including fund manager communications, instruction capture setups, static data configurations, and eventually ... with a flexible approach to working hours + Strong communication and relationship -building skills. + Advanced emotional intelligence. + Flexible and proactive in… more
- Comerica (Dallas, TX)
- …client needs. Obtain client commitment and collect assets. Effectively transition the client relationship to the relationship manager by staying involved ... book of business and being accountable for the success of the client relationship . What we can offer you Comerica Funded Retirement Plan and 401(K) Matching… more
- PNC (Houston, TX)
- …Private Bank, and our Investment Office. We work with individual and corporate clients who have significant assets to develop sophisticated, customized financial ... a team approach to servicing clients. The team of advisors includes Banking Advisor, Fiduciary Advisor, Investment Advisor, Wealth Strategist, and Relationship … more
- Citigroup (Irving, TX)
- …institutions with a broad range of financial products and services, including consumer banking and credit, corporate and investment banking , securities ... an individual contributor and reports to Application Vulnerability Assessment (AVA) Program Manager . The overall objective of this role is to ensure the development… more
- Bank of America (Fort Worth, TX)
- …Client Associates help clients pursue the life they envision through a personal relationship with their advisory team committed to their needs. We believe trust ... are equipped with access to the investment insights of Merrill coupled with the banking convenience of Bank of America. Merrill is committed to an in-office culture… more
- Kemper (Dallas, TX)
- …work processes. Escalates problems beyond the level of expertise to manager , more experienced technical staff, or vendor representatives. + Recommends improvements ... technical disciplines; plans for the appropriate resources needed. + Keeps manager , project teams/managers, and business customers informed of activities and… more
- Bank of America (Plano, TX)
- …for the fulfillment, servicing and protection of credit offerings for business banking , Global Wealth & Investment Management (GWIM), commercial and corporate ... the daily loan closing process + Maintains relationships with Relationship Administrators to ensure efficient and high quality loan...offered a role with Bank of America, your hiring manager will provide you with information on the in-office… more