- First National Bank of Omaha (Plano, TX)
- …Implement sales strategies and action plans to build networks and third-party referrals , growing relationships with new and existing customers. + Client Relationship ... Management: Serve as a trusted advisor, offering personalized investment guidance and comprehensive financial planning solutions. Meet regularly with clients to assess needs, goals, and risk tolerance. + Holistic Wealth Management: Deliver solutions across… more
- Marriott (San Antonio, TX)
- …order to target and solicit those most probable to generate new business. Acquires referrals from existing accounts: Follows up on all leads within 48 hours of ... receipt in an effort to create new business for the hotel. Plans and implements an on-going targeted account list in order to create new revenue and acquire valuable hotel contacts, and contracts. Continually targets and prospects for new business through… more
- NextEra Energy (Abilene, TX)
- …furnish information. NextEra Energy **does not** accept any unsolicited resumes or referrals from **any third-party recruiting firms or agencies** . Please see ... We deliver tailored energy solutions that fuel economic growth, strengthen communities, and help customers achieve their energy goals. Ready to make a lasting impact? Take the next step in your career with us! **Position Specific Description** This position… more
- Zions Bancorporation (Houston, TX)
- …Develop, generate and follows-up on new client leads through existing clients and referrals from other bank departments. + Call on existing relationships to review ... portfolios and makes recommendations as needed. + Responsible for sales, credit analysis, proper loan structuring, client interviewing and perceptive character judgment. + Cross sell other bank products. + Other duties as assigned Qualifications: + Typically… more
- Molina Healthcare (San Antonio, TX)
- …out for data solutions and technology enabled solution opportunities and make referrals to the appropriate team members in building out payment integrity solutions. ... * Use a broad range of tools and techniques to extract insights from current industry or sector trends **Job Qualifications** **REQUIRED EDUCATION:** Master's Degree in Computer Science, Data Science, Statistics, or a related field **REQUIRED… more
- Bank of America (Plano, TX)
- …through conversations with clients to recommend the bank's products through partner referrals as part of one team that delivers exceptional client care **Required ... Qualifications:** + Has 1+ year sales, mortgage and contact center experience + Has a strongrelationship-deepeningand client care mentality + Actively listens to the client to determine their needs and goals and has a desire to interact with clients… more
- US Bank (Irving, TX)
- …the overall relationship and plays a leading role in managing referrals to/partnership with other business units. **Basic Qualifications** - Bachelor's degree, ... or equivalent work experience - Ten or more years of relevant experience **Preferred Skills/Experience** - Prior Healthcare and Practice Finance banking & structuring experience - Prior experience in clinic and center Commercial Real Estate - Experience… more
- UNUM (Austin, TX)
- …understanding of the claimant's functional abilities + Make timely and appropriate referrals for second opinion reviews when appropriate or required according to ... current guidelines and best practices + Demonstrate ability to manage and complete high volumes of assigned work, maintain consistently good turnaround times, and operate with a sense of urgency + Focus not only on individual workload, but on the team/group… more
- Kelsey-Seybold Clinic (Houston, TX)
- …state, or local laws unless such distinction is required by law. Kelsey-Seybold is a VEVRAA Federal Contractor and desires priority referrals of protected veterans. ... The Patient Service Technician (PST) Float will: + Perform pediatric and adult venipunctures, finger sticks, heel sticks, and other collection services as ordered by the provider. + Perform CLIA waived testing (ie urine dip, pregnancy tests, finger stick blood… more
- British Swim School (Arlington, TX)
- …or be the lifeguard on duty when gaps appear. * Encourage reviews and referrals during parent interactions Administrative & Customer Service (≈ 30 %) * Process ... enrollments, transfers, cancels, and makeup requests in Jackrabbit. * Answer calls, texts, and emails during office hours (Mon-Fri 12 pm-4 pm) and log all interactions. * Call, text, or email every new web/Facebook/phone inquirywithin 15 minutes. * Follow our… more