- City National Bank (Austin, TX)
- …client to develop solutions to minimize loss exposure. * May serve as a product specialist acting as a technical consultant to clients and Relationship Managers ... assigned business segment and/or geographic areas. Presents a variety of product solutions to client needs. Provides responsive, quality service. Approves… more
- Truist (Austin, TX)
- …designated to support client service and business development efforts (eg credit , mortgage, planning, investment, trust and fiduciary services, and insurance ... retention and prospect referrals. This includes effectively executing on the specialist delivery model utilizing both centralized and regionalized partners to… more
- Truist (College Station, TX)
- …the following job description:** Serve as primary relationship manager for a portfolio of financially complex client relationships within the defined mass affluent ... segment within the Truist footprint. (In a de novo circumstance [limited established portfolio of clients upon job entry], serves to establish new managed … more
- Truist (Dallas, TX)
- …team of 10 or more Commercial Client Specialists (CCS), and Commercial Client Specialist Team Leaders if applicable. CSSL is responsible for leadership of the entire ... region:** 1. Work with RP to integrate retail and product partners through effective alignment with RMs, adequate education,...review for accuracy & trends including pipeline, activity and portfolio 5. Act as regional contact for special projects,… more
- Deloitte (Houston, TX)
- …Form 8993, Form 8975, and Form 1118 + Experience with foreign tax credit (FTC) planning including gathering income sourcing data and performing computations of FTC ... - Certified Business Analysis Professional + Certified SAFe Lean Portfolio Manager + Certified SAFe Architect + Certified SAFe...+ Certified SAFe Agile Software Engineer + Certified SAFe Product Owner / Product Manager + Certified… more
- Sage (Austin, TX)
- …demands and complex problems. * Technical acumen, an ability to understand Sage's product portfolio and strategy, and use this understanding to define ... partner(s). Your three main focus areas will be sales specialist , business growth consultant, and relationship manager. *This is...set by the partner and Sage to increase partner product revenue and productivity. * Track and communicate key… more