- MUFG (Irving, TX)
- …Know Your Customer (KYC) Professional II is responsible for satisfying the Bank 's regulatory obligations as well as ensuring adherence to all Compliance, Anti-Money ... the First Line of Defense Control Office and works closely with Relationship Managers (RM's) and Portfolio Managers (PM's), Tax Operations and Regulatory Reporting… more
- PNC (Mcallen, TX)
- …financial wellness advice and solutions to clients and consumers. As a Relationship Manager I - Financial Wellness Consultant you will develop and uncover ... expanding our client base. Bilingual Spanish Preferred **Job Description** + Handles relationship management activities with new and/or existing clients in a book of… more
- Wells Fargo (Austin, TX)
- …**Banking, Lending, & Trust (BL&T)** unlocks access to Wells Fargo Bank products and services to high-net-worth and ultra-high-net-worth individuals and families ... needs related to banking, custom lending, and trust services. These bank specialists leverage resources, valuable research, relationships, custom solutions, and… more
- JPMorgan Chase (Dallas, TX)
- …Commercial Banking, Consumer and Community Banking. The JP Morgan Private Bank offers high net worth individuals and families personalized, comprehensive financial ... issues and coordinate delivery of services + Make recommendations regarding how the Bank shall exercise discretionary powers it has as trustee + Oversee investment… more
- Grifols Shared Services North America, Inc (Dallas, TX)
- …call points in Anesthesiology, Cardiology, Hospital Pharmacy, Critical Care, Blood Bank and other departments and stakeholders necessary in the sales process. ... Markets, Marketing, MSL, etc. + Key Opinion Leader mapping and appropriate relationship with Medical Liaison. Business Acumen + Understand the major fluctuations a… more
- Capital One (Plano, TX)
- …Market Corporate Banking This role is focused on generating new to bank and developing existing full-service treasury management relationships with Middle Market ... deposit growth, maintaining and cross-selling existing clients, and prospecting for new-to- bank relationships. The TMC on the Treasury Management Sales team work… more
- Comerica (Dallas, TX)
- …Participate in the contract negotiation process. Manage the day-to-day relationship with strategic vendors. Monitor Service Level Agreement performance. Leadership ... Texas, and strategically aligned into three major business segments; the Commercial Bank , the Retail Bank , and Wealth Management. Comerica's colleagues focus… more
- Scotiabank (Houston, TX)
- …centric culture focused on deepening client relationships and leverage broader Bank relationships, systems, and knowledge to deliver solutions that Scotiabank can ... provide across its footprint and generate revenue. Relationship management and cross collaboration includes: + Coordinating with...States : Texas : Houston Scotiabank is a leading bank in the Americas. Guided by our purpose: "for… more
- Comerica (Dallas, TX)
- …from corporate customers, account officers, treasury management sales officers, relationship specialists, branches and other internal departments. TMR's are ... Texas, and strategically aligned into three major business segments; the Commercial Bank , the Retail Bank , and Wealth Management. Comerica's colleagues focus… more
- Chartway Federal Credit Union (Houston, TX)
- …and educating members on successfully managing their credit union relationship . Representatives are accountable for accurately assisting callers with credit ... + Comply with all record keeping requirements of the Bank Secrecy Act for wire funds transfers of $3,000...and timely currency transaction reports as required by the Bank Secrecy Act. + Ability to work in a… more