- Anywhere Real Estate (Austin, TX)
- …support of residential and commercial real estate transactions. **Escrow Services Representative is responsible for:** + Daily backup coverage and occasional ... skills, both written and verbal **Benefits:** + On a personal and professional level, here's just part of what...required. + Direct experience in Escrow preferred (minimum of 2 years). + Experience in RamQuest preferred + Experience… more
- PenFed Credit Union (San Antonio, TX)
- …Better." If you agree, you belong here! PenFed is hiring a Customer Service Representative to work onsite at our San Antonio, Texas service center. The primary ... best support their financial goals. + Efficiently navigate multiple banking platforms via internet browsers and other software. +...policy, rules, and regulations. + Set goals to improve personal performance. + Keep track of one's work schedule… more
- Truist (Dallas, TX)
- …products. **Preferred Qualifications:** 1. Master's degree in business, accounting, finance, or banking . 2 . Mass Affluent Banking experience. 3. Completion ... affluent market segment within the Truist footprint). Utilize objective and sound personal financial planning and financial advisory concepts to develop and deepen… more
- Truist (Houston, TX)
- …enable individuals with disabilities to perform the essential functions. 1. Bachelor's Degree 2 . 5-7 years or more of banking experience in portfolio-oriented ... review the following job description:** A Legal Wealth Advisor 2 is responsible for origination and on-going management of...referrals via Centers of Influence, marketing efforts, asking for personal introductions from clients, and personal &… more
- Truist (Houston, TX)
- …as appropriate to create the optimal client experience. Refer business and personal financial needs of assigned clients through the appropriate channel according to ... - II) should be differentiated based on years of banking experience, portfolio size, and overall potential in the...all client, prospect and center of influence (COI) interactions. 2 . Develop and execute a marketing plan focused on… more
- Truist (Arlington, TX)
- …clients about self-service options available through various technologies to enhance their personal banking experience. 6. Adhere to all established policies, ... primary point of contact for the Consumer & Small Business Banking branches, regional and internal support departments regarding branch/compliance/system policies by… more
- Wells Fargo (Irving, TX)
- …profile, complex clients within the Commercial banking or Corporate Investment Banking client base + Strong personal leadership skills, including initiative, ... world. **About this role:** Wells Fargo is seeking a Business Relationship Support Representative (GPL Service Team Lead) to join the Global Payments & Liquidity… more
- Truist (Houston, TX)
- …family wealth relationships of tenured partners within Legal or Medical client firms. 2 . Develop a business plan annually to include marketing and client acquisition ... via leads and referrals via Centers of Influence, marketing efforts, asking for personal introductions from clients, and personal & professional networking in… more
- Truist (Dallas, TX)
- …uncovering needs. Performs more complex transactions with assistance as necessary. 2 . Educate clients on digital, self-service solutions including ATMs, Online and ... Mobile banking to make banking easier and enhance...demands. QUALIFICATIONS Required Qualifications: The requirements listed below are representative of the knowledge, skill and/or ability required. Reasonable… more
- HCA Healthcare (San Antonio, TX)
- …Discounts + Retirement readiness, rollover assistance services and preferred banking partnerships + Education assistance (tuition, student loan, certification ... on a daily basis.** **Essential Job Functions:** **1. Interviews patients or representative of the patient for patient demographic and insurance information to begin… more