- Regions Bank (Austin, TX)
- …Relationship Manager (s) by performing daily support activities related to client relationships and keep respective Relationship Manager informed when ... relationship + Attends weekly scheduled meetings with Relationship Manager (s) to discuss workflow items such as renewals, new...a Bachelor's degree and two (2) years banking or client support experience **Preferences** + College degree… more
- Cushman & Wakefield (Dallas, TX)
- …Broad commercial real estate and financial background with 12+ years of relevant experience as portfolio/asset manager with expertise in all facets of ... of all C&W account services and adherence to the client 's real estate standards of performance and needs *...degree in Business Administration or related field preferred **IMPORTANT EXPERIENCE ** * Minimum of 10 years of commercial high-rise,… more
- Truist (Dallas, TX)
- …Retail Lending experience ) or one years' experience in a financial client relationship manager role. 3. Advanced knowledge of a broad range of personal ... America) **Please review the following job description:** Serve as primary relationship manager for a portfolio of financially complex client relationships… more
- PNC (Austin, TX)
- …retains an investment and insurance book of business. Owns the client experience , efficiently handling sales and service, identifying sales and/or executing ... their future. **Job Description** + Consults on investment and insurance strategies, as well as the development of financial... loyalty and share of wallet through an exceptional client experience . Applies product and procedural knowledge… more
- ReSource Pro (Austin, TX)
- …and the broader insurance technology ecosystem. + Partner with sales and client executives to drive and refine the opportunity pipeline. + Lead client ... and systems integrators. To be successful, you will need + 15+ years of experience in insurance technology, with a strong focus on core platform implementation… more
- PNC (San Antonio, TX)
- …advantage in the markets we serve. We are all united in delivering the best experience for our customers. We work together each day to foster an inclusive workplace ... - Proven ability to up-tier bond underwriting roles from co- manager to lead -Hands on leadership with the ability...Experienced in preparing detailed business plans with focus on client and prospect prioritization and targeting - Responsible for… more
- ReSource Pro (Waco, TX)
- …support to ReSource Pro Compliance customers by processing tasks related to insurance regulatory compliance, client intake and/or sales support, responding to ... Pro Compliance, is looking for an organized, team-oriented Customer Experience Associate to join our customer service team (surplus...Work completed directly impacts trust and partnership with the client . We hire the best because our service is… more
- EPAM Systems (Houston, TX)
- …full-time consultants within the broader 55,000 employee family that comprises EPAM. With an experience -laden team and hyper-focus on the client , we are proud of ... designing, coding, configuring, testing, and debugging reports, plugins, and interfaces in client environments + Preferred direct experience working with Allegro… more
- PNC (Mcallen, TX)
- …relationships, to actively acquire new clients and/or expand existing clients and enhance the client experience . Focuses on bringing entire bank to the client ... Making, Financial Analysis, Identifying Sales Opportunities **Competencies** Business Acumen, Client Relationship Management, Customer Experience Management, Decision… more
- ReSource Pro (Austin, TX)
- …ReSource Pro's offerings. What you need to be successful + 10+ years of experience selling technology solutions to the P&C insurance industry. + Strong ... to drive new business growth by identifying and developing client opportunities. This role will focus on selling technology...preferred. + Selling software as a service/Saas within the insurance industry experience preferred. + Experience… more