- Regions Bank (Dallas, TX)
- …as a focused partner, working closely with internal partners to identify relationship growth and asset retention opportunities + Acquires more complex client ... assessing a client's financial situation to retain and grow the client relationship , conducts and manages all pre-call and post-call meetings for every call… more
- Carrier (Pasadena, TX)
- …team goals consistent with the branch business plan by utilizing Customer Relationship Management (CRM) systems. + Establish and drive account management consistent ... contact with highly visible and/or strategic prospects, develops a professional relationship with the purpose of understanding and meeting the customer needs… more
- Truist (San Antonio, TX)
- …limited to Small Business, Mass Affluent, Community Heroes, and Integrated Relationship Management (IRM) partnership. 3. Drive branch revenue through Small Business ... client's financial success and team empowerment. 6. Partnership with Integrated Relationship Management (IRM) and Operations partners. Partner with the area… more
- CBRE (Frisco, TX)
- …directly to the Global Head of Enterprise PjM, with a strong coordination relationship ('dotted line') with the Global Head of Enterprise PjM, Operations. The ideal ... the sector's dynamics and brings extensive experience in strategic leadership, relationship management, team and talent development, project management and delivery,… more
- Bank of America (Houston, TX)
- …Client Associates help clients pursue the life they envision through a personal relationship with their advisory team committed to their needs. We believe trust ... prospective clients. In this role you will develop the relationship management skills necessary to operate in an Elite...Management + Client Management + Client Solutions Advisory + Relationship Building + Advisory + Business Development + Fraud… more
- Pinnacle Logistics (Irving, TX)
- …and talented people to join our customer service team. Maintain current client relationship and identify new areas for new potential clients. + Contact potential new ... clients and establish a business relationship through cold calling and face to face meetings....+ Training & development: 6 years (Preferred) + Customer relationship management: 6 years (Preferred) + Transportation Sales: 6… more
- Wells Fargo (Houston, TX)
- …work with Corporate Banking team members to support its financing and relationship management efforts. Analysts assist with end-to-end financing activities as well ... as ongoing relationship and portfolio management activities. Additionally, Analysts assist Corporate Bankers with the preparation of client marketing materials for… more
- Bank of America (Fort Worth, TX)
- …**Job Description:** This job is responsible for providing phone-based services to relationship jobs where the representative is expected to take several inbound ... products. This role is responsible for phone-based service to relationship role where the representative is expected to take...an effective communicator with an aptitude for sales and relationship management * Has strong computer skills * Is… more
- The Hartford (Frisco, TX)
- …experts and delivering a differentiated experience. Penetrates the agency CSR relationship . * Builds and maintains relationships with key broker contacts and ... and sales staff on marketing visits in order to establish working relationship (applicable based on location). * Prepares submissions for rating and acts… more
- Bank of America (Dallas, TX)
- …the technology market. Accountable for all aspects of the client relationship , including overall account strategy, field sales support, capturing growth ... set/experience of the candidate. **Required Skills:** + 5+ years of relationship management experience within the equipment finance or broader financial services… more