- JPMorgan Chase (Plano, TX)
- …including Private Client Advisors, Private Client Bankers, Mortgage Bankers and Business Relationship Managers, to connect customers to experts who can help them ... a day/ 7 days a week. **Job Responsibilities** + Manages their banking relationship through an advice-based approach, ensuring each client receives the best products… more
- City National Bank (Dallas, TX)
- …Key areas of focus and involvement include: Personal and Employee Benefit Trust Administration, Retirement and Custody Services, Specialty Wealth Assets, ... monitoring program in accordance with audit methodology and based on industry/ institutional knowledge, emerging risks, and regulatory changes and expectations.… more
- US Bank (Dallas, TX)
- …US Bank is the fifth-largest commercial bank in the United States. The Institutional Client Group (ICG) is the relationship -management team that serves our ... intelligence to identify untapped opportunities and optimize outreach strategies ** Relationship Building:** + Collaborate with internal teams (RMs, Treasury,… more