- Bank of America (Forney, TX)
- …Specialist II, Lending Client Associate, Lending Client Support Manager, Lending Specialist , Senior Banker, Business Solutions Advisor or Financial Solutions ... At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. We do this by driving Responsible… more
- Landpoint (Midland, TX)
- …inception to completion. This role involves advanced project management, client relationship management, team leadership, and ensuring the successful delivery of ... project strategies, including resource allocation, budgets, and timelines. Client Relationship Management + Cultivate and maintain strong, long-lasting client… more
- Truist (Coppell, TX)
- …need or referring the client to the appropriate branch team members or specialist . 4. Understand the importance of Integrated Relationship Management (IRM) to ... assigned. Deliver superior quality service, identifying and understanding the client's financial needs. Cross-trained to support sales and service activities, with a… more
- Comerica (Dallas, TX)
- …portfolio of 13,000 Treasury Management customers that are either assigned to the Relationship Center or Relationship Specialist portfolios. Their primary ... error-free set ups with the operating areas. Support the Relationship Center call queues as needed and for contingency...+ Bachelor's degree or 5 years of Banking and Financial experience, including: + 3 years of customer service… more
- Truist (Austin, TX)
- …States of America) **Please review the following job description:** Serve as primary relationship advisor for high net worth and ultra-high net worth wealth clients. ... comprehensive wealth management advice and solutions. Utilize objective and sound personal financial planning and financial advisory concepts to provide an… more
- Citigroup (Dallas, TX)
- …on new business opportunities with existing clients + Orchestrate appropriate specialist resources to develop tailored, long-term solutions for clients/prospects + ... Present and communicate to clients/prospects complex financial concepts and investment strategies in a way that...investment strategies in a way that is easily understood ** Relationship Management** + Serve as the client's advocate and… more
- Medtronic (Abilene, TX)
- …networks. In certain geographies, this role will be the account/implanter relationship contact for assigned territory's customer needs including account level ... Sales Representative peers as well as with a Clinical Specialist team. This is a ** ** **field based**...+ Solid job skills in business planning/consulting and territory financial analysis; preferred knowledge of managed care + Experience… more
- Charles Schwab (Westlake, TX)
- …Bank Enterprise team enterprise team is seeking a Senior Auditor (Senior Specialist ) responsible for Anti-Money Laundering (AML) and Fraud audits. The Bank Internal ... agency interactions, Board and Executive Management reporting, and general relationship management. Internal Audit activities are directed towards the Charles… more
- UMB Bank (Houston, TX)
- …mitigating any losses that could be incurred by UMB The Corporate Trust Compliance Specialist II role is responsible for the initial review of every piece of new ... the agreement. The role of a Corporate Trust Compliance Specialist is exposed to all facets of Corporate Trust...+ You will partner with internal teams including the Relationship Management team to prepare summaries and reports, as… more
- Aramco Services Company (Houston, TX)
- …with corporate policies and procedures, safeguarding assets, and reliability of financial data. Collects pertinent factual material in work papers and writes ... systems, and audits of organizations. Audits may be organizational, functional, financial or operational, as needed. Special assignments include assistance to… more