- Bank of America (Amarillo, TX)
- …to work weekends and/or extended hours as needed. Desired Qualifications: * Experience in financial services and knowledge of financial services ... are guided by a common purpose to help make financial lives better through the power of every connection....lobby to educate and assist with conducting transactions through self- service resources, such as mobile banking, online banking, or… more
- SHI (Austin, TX)
- …a client -facing subject matter expert. This role involves identifying client needs, recommending suitable services , and building long-lasting relationships ... in client meetings, engaging internal support resources, defining solution sets/ services and driving sales process via our alignment proposals. + Expert… more
- Fifth Third Bank, NA (Houston, TX)
- …with licensing guidelines. + Minimum of eight (8) years of successful sales/ client service experience in financial services industry. + Stays abreast and ... services . Ensures delivery and execution of Private Bank experience and client service standards. Responsible and accountable for risk by openly exchanging… more
- Bank of America (Plano, TX)
- …has a desire to interact with clients proactively. + Has an ability to assess client needs and suggest/promote alternative products or services + Has ability to ... are guided by a common purpose to help make financial lives better through the power of every connection....service skills with ability to manage the full client end-to-end origination experience and problem resolution at key… more
- Citigroup (San Antonio, TX)
- …with transparency **Qualifications:** + 2-5 years of experience in Client Service and/or Sales within financial services (banking, insurance, ... The Registered National Investor Center Support Associate is a Client Service and Sales support position, fully responsible for servicing and supporting internal… more
- EMCOR Group (Paris, TX)
- …a range of services that support mission-critical areas of financial services , manufacturing, pharmaceutical, transportation, and education sectors. **Job ... shared services team, technicians and subcontractors, and work with client colleagues within the region. **Essential Duties and Responsibilities:** Serve as the… more
- Fifth Third Bank, NA (Dallas, TX)
- …the primary point of contact, representing the bank and delivering tailored financial solutions. In addition to insurance portfolio client relationship ... the Capital Markets businesses by assessing whether securities products and capital markets services would be appropriate for a particular client , and working… more
- Bank of America (Austin, TX)
- …Key responsibilities include deepening client relationships through platform services , supporting clients with self- service or transactional activities, and ... are guided by a common purpose to help make financial lives better through the power of every connection....center clients with both consumer and small business solutions, services , and strategies when uncovering personal banking needs and… more
- PNC (Dallas, TX)
- …the manager 's discretion. **Job Description** + Leads or supports client management activities with clients and prospective clients. Responsible for the ... a strong client commitment and advocacy by delivering proactive and responsive service to meet client goals. Holds team accountable for deliverables. + Held… more
- US Bank (Houston, TX)
- …based upon a client 's unique situation + Refer and partner with other financial services within other US Bank channels, as appropriate Discover How You'll ... information, conduct the needed discovery, assess investment needs, and evaluate each client 's unique needs + Determine which financial products are suitable… more