- Truist (Austin, TX)
- …designated to support client service and business development efforts (eg credit , mortgage, planning, investment, trust and fiduciary services, and insurance ... inherent cost-to-serve requirements of the corporation. * Uses advanced credit knowledge to help lead the conversation and advice...met where needed * 8 or more years of sales and client management experience in Wealth Management and… more
- UMB Bank (Dallas, TX)
- …& retaining business. + You will negotiate loan proposals, analyze & evaluate credit requests & write loan commitments, recommend appropriate credit grade, make ... and efficiency. + You will monitor & manage existing credit relationship, which includes note renewals, reviewing & detailed...experience + You have 7 years proven Practice Finance sales experience. + You demonstrate superior strategic sales… more
- UMB Bank (Austin, TX)
- …your time:** + Partner with REG relationship managers to perform credit underwriting duties for existing/prospective client relationships, which may include but ... are not limited to the following: + Perform detailed credit analysis to determine borrower/guarantor repayment capacity + Appropriate loan structuring… more
- Advancial (The Woodlands, TX)
- Founded in 1937, Advancial is one of the oldest and largest credit unions in the country. We are an established and proactive full-service financial institution ... Interviews loan applicants and processes applications. Gathers background information and analyzes credit history. Serves as liaison between member and the Credit… more
- ManpowerGroup (Dallas, TX)
- …will focus on Commercial Credit , and one will specialize in Commercial Banking Sales Enablement. If you are looking for a highly visible project with exposure to ... terms:** 24 months potential contract to hire **Commercial Banking Sales Enablement:** + Elevate Sales Performance: Drive...like Tableau or Power BI is a plus. + ** Credit Process Knowledge:** Knowledge of credit underwriting… more
- Wells Fargo (Fort Worth, TX)
- …Financial Advisors and Wealth Management professionals, particularly in consultative and sales support roles. + Strong knowledge of credit structuring, ... with regulatory standards. The Lending Director provides expert guidance on credit strategies, oversees complex lending cases, and contributes to business… more
- Acosta Group (Dallas, TX)
- …As a **Field Representative** , you will be the face of our credit card program, ensuring its success through effective merchandising and strategic communication. ... audit POP displays, test equipment, and engage business owners in credit card awareness and acceptance conversations. This role demands excellent communication… more
- PNC (Houston, TX)
- …credit and non- credit products and services. + Leverages reporting and sales tools to proactively identify and successfully convert sales opportunities. + ... Banking Virtual Relationship Manager is a regionally located, centrally focused sales position working within multiple markets. + This individual utilizes strong… more
- Robert Half Finance & Accounting (Dallas, TX)
- …in the public sector and includes responsibilities such as processing customer credit applications, maintaining accurate customer credit records, and resolving ... customer credit inquiries. Responsibilities: * Accurately process customer credit applications * Maintain and update customer credit records regularly *… more
- Commerce Bank (Dallas, TX)
- …client relationship and will orchestrate client meetings with product partners and credit support staff. This position manages a group of relationship officers and ... identifying opportunities with existing clients and coach direct reports on targeted sales activities to maximize new business opportunities + Ability to develop and… more