- First National Bank of Omaha (Plano, TX)
- …to advise affluent clients through multiple delivery channels of investment management, fiduciary advice, specialized asset management, full service financial ... Relationship Management: Serve as a trusted advisor, offering personalized investment guidance and comprehensive financial planning solutions. Meet regularly with… more
- First National Bank of Omaha (Plano, TX)
- …Relationship Management:** Serve as a trusted advisor, offering personalized investment guidance and comprehensive financial planning solutions. Meet regularly with ... fostering connections within the community. + **Compliance & Ethics:** Uphold bank policies, laws, and FINRA/SEC regulations, ensuring compliance with the … more
- Wells Fargo (Addison, TX)
- …or more of the following: CPA, CAMS, CRCM, CIA, CISA or Commissioned Bank Examiner designation + Excellent verbal, written, and interpersonal communication skills. + ... + Experience with Issue Validation and Remediation + Experience in Bank Secrecy Act and Anti-Money Laundering (BSA/AML), International, Sanctions regulations and… more
- Huntington National Bank (Houston, TX)
- …by utilizing resources and critical thinking to independently ensure adherence to bank policies, procedures and retain relationships. + Utilizes expertise to manage ... risk businesses and entity types (foreign owned-subsidiaries, custody, private investment , private equity) and specialized verticals: Fund Finance, Sponsors;… more
- JPMorgan Chase (Houston, TX)
- As a Client Service Associate within the Latin America Private Bank at JP Morgan you will be responsible for maintaining, deepening and enriching client ... spans over 200 years and today we are a leader in investment banking, consumer and small business banking, commercial banking, financial transaction processing… more
- Bank OZK (Dallas, TX)
- …line management, corporate accounting and finance, various oversight committees, and the Bank 's Board of Directors. + Manages the monthly, quarterly and annual ... indicators, and data analytics accretive to the accuracy and usefulness of bank data. + Collaborates with enterprise analytics, technology teams, credit risk… more
- Huntington National Bank (Dallas, TX)
- Description Summary: Huntington Bank Capital Markets Director, Public Finance will be responsible for origination and execution of municipal bond transactions. ... Degree + 5+ years of experience in public finance investment banking, municipal financial advisory or closely related roles...Site for more details. Note to Agency Recruiters: Huntington Bank will not pay a fee for any placement… more
- First Horizon Bank (TX)
- …and client centric mission, First Horizon Advisors offers Financial Planning, Investment Management, Brokerage, Trust, Private Banking and Family Office Services to ... of market trends and demonstrate high level understanding of investment offering and solutions, as well as the firm's...Headquartered in Memphis, TN, the banking subsidiary First Horizon Bank operates in 12 states across the southern US… more
- Regions Bank (Houston, TX)
- …team of professionals that specialize in serving the unique administrative, investment , and risk-mitigation needs of the nonprofit community and charitable products. ... solutions internally and externally which includes administrative, fiduciary and investment management services + Involvement in new business development strategies… more
- First Horizon Bank (TX)
- …credible challenge of strategic assessments of acquisitions and major projects for investment , with an emphasis on modeled results, strategic fit, and adherence to ... across the organization to achieve objectives of strategic plans within the bank 's stated risk appetite **QUALIFICATIONS** + To perform this job successfully, an… more