- Bank of America (Cross Roads, TX)
- …achieve their financial goals. Key responsibilities include triaging client leads, making referrals to business partners based on client needs and asset thresholds, ... with client financial goals and needs * Triages client requests and makes referrals to appropriate internal service providers based on client needs and asset… more
- Bank of America (Cypress, TX)
- …achieve their financial goals. Key responsibilities include triaging client leads, making referrals to business partners based on client needs and asset thresholds, ... with client financial goals and needs + Triages client requests and makes referrals to appropriate internal service providers based on client needs and asset… more
- Bank of America (Dallas, TX)
- …achieve their financial goals. Key responsibilities include triaging client leads, making referrals to business partners based on client needs and asset thresholds, ... with client financial goals and needs * Triages client requests and makes referrals to appropriate internal service providers based on client needs and asset… more
- Entrust (TX)
- …account and market intelligence as well as voice of the customer information to product marketing and management , and help define market requirements to ... Data Security solutions, including HSMs, PKI and Keys and Secrets management solutions in North America. The role will require significant collaboration… more
- Veterans Affairs, Veterans Health Administration (Big Spring, TX)
- …meet the criteria). Preferred Experience: Experience in crisis intervention, case management , resources, community referrals and discharge planning. Knowledge ... (HCHV) authorizes the provision of outreach services, assessment, health care and referrals for VA/ community services to eligible Veterans. The objective of the… more
- Wolters Kluwer (Coppell, TX)
- …to empowering individuals and businesses with tools that streamline financial management and enhance compliance. We pride ourselves on delivering exceptional value ... for learning and staying current on the comprehensive SFS product line, prospecting for new clients and following a...planning and forecasting activities. You will report to the Manager , Inside Sales - Tax & Accounting North America,… more
- Natural Grocers (Midland, TX)
- …with cleaning the Vitamin Department and storee. Assists with merchandising product + Provides Nutrition Educationa. Offers instore nutrition and recipe ... sessions + Works to build community relationships (practitioner partners for referrals , Guest presenters,event partners, etc.) + Seeks outreach opportunities (to… more
- Natural Grocers (Wichita Falls, TX)
- …with cleaning the Vitamin Department and storee. Assists with merchandising product + Provides Nutrition Educationa. Offers instore nutrition and recipe ... sessions + Works to build community relationships (practitioner partners for referrals , Guest presenters,event partners, etc.) + Seeks outreach opportunities (to… more
- Bank of America (Carrollton, TX)
- …unique priorities + Connects with clients through outreach and pipeline management activities and conducts consistent follow-up routines to meet client needs ... + Makes decisions on client requests and makes referrals to appropriate internal partners based on client needs + Partners with financial center leaders, performance… more
- CVS Health (Houston, TX)
- …sell, cross-sell, up-sell, and retain through the use of the Aetna IVL Medicare product portfolio.This role will deploy an operating model that supports 3 days in ... inquiries, including but not limited to, any questions related to plan benefits, product , and services offerings, as well as resolving any issues with respect to… more