• Financial Wellness Consultant

    PNC (El Paso, TX)
    …Description** + Handles relationship management activities with new and/or existing clients in a book of business to grow sales , revenue and market share with ... the full range of PNC's products and services. Leverages reporting and sales tools to proactively identify and successfully convert sales opportunities.… more
    PNC (05/03/25)
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  • Relationship Manager II - Real Estate Banking

    PNC (Houston, TX)
    …+ Coordinates relationship management activities with new and/or existing clients in a book of business to grow sales , revenue and market share with ... the full range of PNC's products and services. Leverages reporting and sales tools to proactively identify and successfully convert sales opportunities.… more
    PNC (04/16/25)
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  • Client Account Manager - Environmental Project…

    AECOM (Austin, TX)
    …support business growth and client engagement. This role is ideal for a proven sales leader with an existing book of clients, strong relationship management ... the public and private sectors. + Leverage an existing book of clients to generate sales and...and environmental remediation services or a demonstrated equivalency of education and experience. + Successful candidate must pass a… more
    AECOM (03/21/25)
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  • Employee Benefits Account Manager

    ADP (El Paso, TX)
    …In this role, you will serve as the single point of contact for a book of business of Group Health Insurance clients. You will own, manage, and service the ... subject matter expert on Employee Benefits, providing proactive, consultative education and support, and ultimately driving exceptional client satisfaction, loyalty,… more
    ADP (05/11/25)
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  • Financial Advisor - PNC Investments

    PNC (Fort Worth, TX)
    …work within a highly collaborative circuit of branches and manage an assigned book of business. PNC Investments advisors execute an advice and planning strategy ... of financial plans for clients. Grows and retains an investment and insurance book of business. Owns the client experience, efficiently handling sales and… more
    PNC (03/04/25)
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  • Mortgage Specialist (SAFE Act) - B10

    Citigroup (Irving, TX)
    The **Hybrid Mortgage Representative** is an **experienced consumer-facing sales position** responsible for driving mortgage sales and client relationships ... realtors, developers, employers, builders and other potential lead sources to build book of business. + Present locally on Citi's mortgage products, including at… more
    Citigroup (05/21/25)
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  • Vice President, Client Success - BFSI (US Remote)

    TTEC (Austin, TX)
    …set. The VP will nurture relationships with our clients to grow a profitable book of business leveraging your passion for - and in depth understanding of the ... will be responsible for orchestrating TTEC teams and individuals from marketing, sales , offers and solutioning, and delivery to successfully serve clients and grow… more
    TTEC (05/23/25)
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  • Account Manager- General Industry- Central

    The Hartford (Houston, TX)
    …days a week (Tuesday through Thursday). Supports Commercial Underwriting in the sales acquisition process. Provides support for new business and renewal policy ... customers to request needed information and resolves problems. Job Duties/Accountabilities Sales Support: Responsible for supporting the Underwriter in the sales more
    The Hartford (05/22/25)
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  • Client Success Specialist

    CSC ServiceWorks (Dallas, TX)
    …Primary responsibility for providing existing client support, managing assigned Book of Business accounts virtually, building customer relationships, providing ... Provide support, guidance, and/or coordination to existing Client inquiries in assigned Book of Business. + Conduct client account performance reviews and analyses… more
    CSC ServiceWorks (05/16/25)
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  • Merrill Financial Solutions Advisor: Greater…

    Bank of America (College Station, TX)
    …world specializing in goals-based wealth management, including planning for retirement, education , legacy, and other life goals through investment advice and ... a client's investor profile and financial resource objectives, building a sustainable book of business, and providing opportunities for advisors to pursue a career… more
    Bank of America (05/21/25)
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