- Citigroup (Dallas, TX)
- …into target market clients. In addition, they are able to deliver quality Private Bank client relationships (solutions and services) in an intensely competitive ... track record in relationship selling + Demonstrates extensive knowledge of all Citi Private Bank banking and product systems, platforms, tools and capabilities.… more
- Regions Bank (Houston, TX)
- …Regions is dedicated to taking appropriate steps to safeguard and protect private and personally identifiable information you submit. The information that you submit ... client fees and revenue opportunities. **Primary Responsibilities** + Develops market sales strategy to meet/exceed the stated new sales and portfolio goals +… more
- Scotiabank (Houston, TX)
- …goals, plans and initiatives are executed and delivered in support of the Bank 's business strategies and objectives; and that all credit activities are conducted in ... knowledge to inform and educate daily credit risk management decisions within the Bank 's risk appetite and culture across all day-to-day activities and decisions. +… more
- Wells Fargo (Frisco, TX)
- …ultra-high-net-worth individuals and families based on needs related to banking, custom lending , and trust services. These bank specialists leverage resources, ... to do business with us and for advisors to support their clients. **Banking, Lending , & Trust** **(BL&T)** unlocks access to Wells Fargo Bank products and… more
- Truist (Houston, TX)
- …in the areas of deposits, loans, and investments. 4. Act as "face" of private practice within LSG firm relationship teams for assigned firms. 5. Identify and "right ... channel" opportunities for clients and prospects-deliver the comprehensive resources of the bank . 6. Coordinate and lead the WRAP process for advice delivery-hold… more
- Truist (Dallas, TX)
- …in the areas of deposits, loans, and investments. 4. Act as "face" of private practice within medical firm relationship teams for assigned firms or practices. 5. ... channel" opportunities for clients and prospects-deliver the comprehensive resources of the bank . 6. Coordinate and lead the WRAP process for advice delivery-hold… more