- Scotiabank (Houston, TX)
- …**What You'll Do:** + Champions a customer focused culture to deepen client relationships and leverage broader Bank relationships, systems, and knowledge. ... to the terms or funding of deals as required. + Understand how the Bank 's risk appetite and risk culture should be considered in day-to-day activities and decisions.… more
- JPMorgan Chase (Dallas, TX)
- …regulations, policies, and JP Morgan standards. + Ensure asset management aligns with client /account objectives, bank policies, and all applicable laws. + Help ... estate assets owned in trusts and estate accounts of Private Banking clients. Reporting to the RPAM Practice Lead,...or other entities. + Respond promptly and professionally to client inquiries and service needs. + Stay informed about… more
- Truist (Houston, TX)
- …**Please review the following job description:** Responsible for providing client relationship management and investment banking services including strategic ... advisory services to corporate and private equity clients related to buyside and sellside M&A,...senior investment banking professionals are expected to "sell the bank " by appropriately positioning the banks treasury and payment… more
- JPMorgan Chase (Plano, TX)
- …industry-leading investment management and private banking solutions. The US Private Bank provides individuals, advisors and institutions with strategies and ... + Understand the unique needs of each business line by participating in client meetings, staying informed about business changes, and acting as a subject matter… more
- Citigroup (Irving, TX)
- **About Citi:** Citi, the leading global bank , has approximately 200 million customer accounts and does business in more than 160 countries and jurisdictions. Citi ... and investment banking, securities brokerage, transaction services, and wealth management. As a bank with a brain and a soul, Citi creates economic value that is… more
- Scotiabank (Houston, TX)
- …hand. Standards are very high as most work is presented to senior executives at client firms and supervision is provided only to the extent that it is required. With ... and written analysis of companies and industries + Preparing client presentations, including compiling data and assembling presentation materials...States : Texas : Houston Scotiabank is a leading bank in the Americas. Guided by our purpose: "for… more
- Capital One (Plano, TX)
- …Credit Operations supports the Capital Markets line of business in the Commercial Bank division of Capital One, consisting of a portfolio of tax credit investment ... + Establish and maintain Customer Satisfaction through positive and constructive client relations **Role Expectations:** + Delivers quality work and process… more
- CIBC (Houston, TX)
- We're building a relationship-oriented bank for the modern world. We need talented, passionate professionals who are dedicated to doing what's right for our clients. ... financial models + Prepare industry and financial analysis to determine client opportunities and recommendations + Lead industry valuation analysis including… more
- Truist (Dallas, TX)
- …ensuring effective and timely resolution of issues to minimize business and client impact. 4. Collaborate with cross-functional teams to perform Problem Management ... and understanding of existing and emerging technologies, as well as industry and bank issues, to effectively match them. 6. Utilize ITIL framework expertise to… more
- Huron Consulting Group (Dallas, TX)
- …strategy and operations consulting firm doing exciting work with commercial, private equity, and government clients. Highly entrepreneurial environment and virtual ... advice to deliver results that last. We inherit our client 's challenges as if they were our own. We...well-being by providing free annual health screenings and coaching, bank at work, and on-site workshops, as well as… more