- UMB Bank (Fort Worth, TX)
- …+ You have 2 years sales experience and prefer 2 years in Commercial Bank Sales . + Bachelor's degree or equivalent experience in related field. + You are ... their business and financial needs. + You will analyze the business in order to qualify clients for bank products and services. _We're excited to talk with you if:_… more
- Mass Markets (Killeen, TX)
- …contact center experience isn't required, experience in customer service, tech support, inside sales , or back-office support is a plus. To be considered for this ... DOES SOMEONE IN THIS ROLE ACTUALLY DO? This position supports customer service for bank customers. This role requires you to interact with hundreds of customers each… more
- First Horizon Bank (Dallas, TX)
- …of prioritization and execution against critical deliverables, coupled with a sense of personal ownership for key projects / issue resolution + Manage each launch ... client value proposition and competitive position in marketplace. + Document Bank implementation, maintenance and revenue tracking mechanism of product and update… more
- PNC (Dallas, TX)
- …to the company's success. As a Senior Wealth Strategist within the PNC Private Bank organization, you will be based in Dallas, TX The position is primarily based ... providing advice and implementation. + Identifies solutions and PNC services as sales opportunities to enhance existing client relationships. + Develops new client… more
- City National Bank (Houston, TX)
- …abreast of firm and industry developments. * Ensure that the transition from the sales process to portfolio management is smooth and accurate. * Facilitate the new ... assets to the firm using a highly professional consultative sales approach. *WHAT DO YOU NEED TO SUCCEED?* *Required...a course of action * Highest level of both personal and professional demeanor and ethical behavior WHAT'S IN… more
- First Horizon Bank (Houston, TX)
- …and internal sales calls. Comply with regulatory, secondary market and bank policies and guidelines. All other duties as assigned. **QUALIFICATIONS:** To perform ... that is well into six figures based on your personal production. **ESSENTIAL DUTIES AND RESPONSIBILITIES** : Responsible for...Headquartered in Memphis, TN, the banking subsidiary First Horizon Bank operates in 12 states across the southern US… more
- First National Bank of Omaha (Frisco, TX)
- …Packages **About This Role:** **Key Responsibilities:** + **Business Development:** Implement sales strategies and action plans to build networks and third-party ... fostering connections within the community. + **Compliance & Ethics:** Uphold bank policies, laws, and FINRA/SEC regulations, ensuring compliance with the … more
- First National Bank of Omaha (Plano, TX)
- …Bluffs, Iowa Plano, Texas **About This Role:** + Business Development: Implement sales strategies and action plans to build networks and third-party referrals, ... fostering connections within the community. + Compliance & Ethics: Uphold bank policies, laws, and FINRA/SEC regulations, ensuring compliance with the … more
- City National Bank (Austin, TX)
- …* Fiduciary and private banking audits in corporate, employee benefit, and personal trust relationships, propriety mutual funds, security sales and trading, ... you will be employed by Magnit Global. You will not be employed by City National Bank . *The Opportunity* The auditor will work within a team and on occasion as an… more
- Regions Bank (Houston, TX)
- …segments utilizing unbiased, consultative advisory approaches and sound personal financial planning and financial advisory concepts. **Primary Responsibilities** ... of wealth products and services including; financial planning, asset management, personal trust and estate planning, insurance and risk management services, consumer… more