- Bank of America (Dallas, TX)
- …team supporting review of Global Markets, Financial Institutions and Global Wealth and Investment Management businesses **Responsibilities:** + Either ... + Minimum of 8 - 10 years of commercial credit experience (direct lending , underwriting, workout, risk management and/or regulatory) + Ability to support… more
- JPMorgan Chase (Richardson, TX)
- …+ Develop strong referral network internally in partnership with Private Bank, Asset Wealth Management , Middle Market and One Chase to identify new opportunities ... knowledge of personal banking products and partner with Branch, Wealth Management and Private Bank to identify...of 5 years' experience in a Business Banking Relationship Management role or related business lending experience… more
- Truist (Dallas, TX)
- …Establish and maintain excellent working relationships with various Truist teammate product and service specialists (Integrated Relationship Management [IRM] ... experience working with clients dealing with banking, investments, and/or retail lending . (experience may include Retail, Wealth , Advisory, and/or Retail… more
- Scotiabank (Houston, TX)
- …range of advice, products and services, including personal and commercial banking, wealth management and private banking, corporate and investment banking, and ... management , including opportunities such as new or increased lending facilities, acquisition financing pitches, trading opportunities (commodities, IRS). Analyze… more
- Citigroup (Dallas, TX)
- …+ Grow client net revenue annually in core product areas: investment management , capital markets, and banking & lending + Create sales and marketing ... thoroughly understand the client situation and utilize that knowledge to develop tailored wealth management strategies. Private Bankers are able to add value to… more
- Coinbase (Austin, TX)
- …emphasis on enabling trading, subcustody, and secured lending across retail, wealth , and institutional client segments. Coinbase's product platform and the ... with Coinbase's leadership team and cross functional teams supporting CaaS - product , account management , solutions architecture, legal, specialty sales *… more
- Deloitte (Dallas, TX)
- …consumer or corporate banking, investment banking or capital markets, investment management , wealth management , trust company, insurance provider, ... risk-related, technological, or operational evolutions + Direct working experience related to product management , regulatory compliance, risk management or… more
- JPMorgan Chase (Dallas, TX)
- … rollouts, ideas calls and research meetings to stay current on all JP Morgan Wealth Management products and services. + Provides support across a diverse suite ... of products and applications including, but not limited to; Advisor Services, Wealth Planning & Advice, Goal Based planning, liabilities planning, banking & … more
- Bank of America (Dallas, TX)
- …the bank, including Investment Banking, Foreign Exchange, and Wealth Management and facilitates client relationships with Product Specialists in Credit, ... Qualifications:** + 10+ years' experience in broad based commercial lending /corporate finance/relationship management experience + Demonstrates management… more
- JPMorgan Chase (Houston, TX)
- …the owner(s). Utilize knowledge of personal banking products and partner with Branch, Wealth Management and Private Bank to identify and deliver appropriate ... and skills** + Minimum of 5 years' experience in a Business Banking Relationship Management role or related business lending experience + Strong knowledge of… more