• Financial Advisor - PNC Investments

    PNC (Austin, TX)
    …sales and service, identifying sales and/or executing opportunities and making referrals to internal business partners as appropriate. + Acquires, expands and ... and share of wallet through an exceptional client experience. Applies product and procedural knowledge to solve client problems appropriately and efficiently.… more
    PNC (07/25/25)
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  • Centralized Lending Specialist

    Bank of America (Plano, TX)
    …analyzing the clients financial goals, determining the most optimal lending product solution, submitting the mortgage application, assisting clients with gathering ... through conversations with clients to recommend the bank's products through partner referrals as part of one team that delivers exceptional client care **Required… more
    Bank of America (08/01/25)
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  • Practice Innovation Lead

    Fox Rothschild LLP (Dallas, TX)
    **Description** As a member of the Knowledge Management Department, the Practice Innovation Lead will anticipate, identify, and implement innovative legal technology ... lacing an understanding of the practice of law with technology, knowledge management , business analysis, process improvement and project management . Ultimately,… more
    Fox Rothschild LLP (06/05/25)
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  • Sales and Service Expert

    24 Hour Fitness, INC. (Dallas, TX)
    …services. The SSE builds relationships and translates the value of 24 Hour Fitness product and service offerings, and has a strong focus on behaviors that drive ... Sales on-sites). * Generates leads/new business internally through member promotions, referrals , the dissemination of guest passes, and contacting leads generated… more
    24 Hour Fitness, INC. (08/07/25)
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  • Account Resolution Specialist

    BMO Financial Group (Irving, TX)
    …but are not limited to, coaching and training, quality audits, vendor management and credit collection disputes. + Delivers exceptional customer service that builds ... in order to develop credibility and earn their trust as relationship manager . + Develops and maintains long-term, profitable relationships and expands share of… more
    BMO Financial Group (08/01/25)
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  • Claims Team Lead Assistant - Liability - Irving or

    Sedgwick (Plano, TX)
    …process; ensures timely and cost effective claims resolution. + Coordinates vendor referrals for additional investigation and/or litigation management . + Uses ... claims coding is correct. + Refers cases as appropriate to supervisor and management . + Leads team meetings and assigns accountability for follow-up items. + Gathers… more
    Sedgwick (08/08/25)
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  • Senior Sales Executive

    Powell Industries, Inc. (Houston, TX)
    …via various sources such as SAM.gov, industry connections, external/internal referrals . + Find/create opportunities with Executive Level Leaders in Defense ... and future endeavors. + Coordinate with the Federal Program Manager to identify and establish methods of testing and...Military Reservist + 5+ Years Business Development and Operations Management Skills, Abilities & Other Requirements + Expert in… more
    Powell Industries, Inc. (07/01/25)
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  • Lead Teller

    PNC (Rio Grande City, TX)
    …skills, transaction handling and problem resolution processes. Assists the Branch Manager in performance management and new hire selection processes. ... in identifying opportunities through meaningful conversations with customers, making appropriate referrals to branch staff. + Coaches, mentors and leads tellers by… more
    PNC (08/08/25)
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  • Mid-Market Account Executive

    FranklinCovey (Austin, TX)
    …and approach. + **Collaboration:** Work closely with internal teams, such as marketing, product management , and customer support, to ensure a seamless client ... potential Mid-Market clients through various lead generation strategies, including networking, referrals , and market research. + **Sales Process Management :**… more
    FranklinCovey (07/25/25)
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  • Call Center Telephone Banker - 1st and 2nd shifts…

    Bank of America (Fort Worth, TX)
    …(IRAs), and loans + Identifies client needs for licensed sales functions, making referrals to Line of Business partners + Quotes rates, terms, and programs for ... banking solutions + Manages risk in every business, product , and service transaction leveraging available tools + **Required...+ Adaptability + Client Experience Branding + Customer Service Management + Issue Management + Problem Solving… more
    Bank of America (06/27/25)
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