- UMB Bank (Austin, TX)
- …models suitable for each credit request. + Present loan submissions to the UMB senior loan committee on behalf of relationship managers and answer questions ... Estate Underwriter II-Arizona Remote** This role is responsible for assisting UMB relationship managers in the assessment and underwriting of new SBCRE (Small… more
- JPMorgan Chase (Plano, TX)
- Join the exciting Global Bank in an opportunity to work closely with Product and Technology teams within Global Banking, establishing yourself as a trusted advisor. ... planning, resource management, and program governance. This role requires strong relationship management skills, deep financial knowledge, and the ability to analyze… more
- Regions Bank (Austin, TX)
- …best practices to achieve and maintain financial wellness in addition to emerging bank technology and digital solutions such as mobile, online and ATM offerings, all ... and Coaching process, with some guidance from assigned mentor, senior level managers and internal support partners + Provides...for greeting customers and processing transactions to ensure customers bank when, where, and how they want + Resolves… more
- Regions Bank (Kingwood, TX)
- …for their business financing needs. Ascentium Capital, a division of Regions Bank , provides convenient access to financing for business equipment and technology and ... Demonstrated results meeting production sales goals + Experience using Customer Relationship Management (CRM) platforms and other applicable sales tools **Skills and… more
- JPMorgan Chase (Dallas, TX)
- …time for a successful career within the firm and ability to pursue more senior roles within the Treasury Solutions such as a Treasury Management Officer position. ... profitability models + Assist with client call preparation by creating relationship review materials, pitch books, account plans, and conducting customer research… more
- BMO Financial Group (TX)
- Facilitates growth for the Bank through business development and management of key client relationships. Maintains an outstanding and continuous record of ... Develops new business by contacting prospects and clients, and by cross-selling Bank products and services that include credit, trust/investment and cash management.… more
- Huntington National Bank (Addison, TX)
- Description Summary:Working with minimal supervision, the Commercial Portfolio Manager- Senior is responsible for managing assigned portfolio(s) and providing support ... to Commercial group leader(s), Regional Credit Officer, and Relationship Manager team (RM's) in the areas of credit...in written analysis document and as necessary, verbally to Senior Loan Committee. + Conduct portfolio reviews with … more
- JPMorgan Chase (Plano, TX)
- …of the team, you will drive the end-to-end client experience.** As a Relationship Manager within Merchant Services, you will primarily be responsible for a select ... of global large corporate clients. You will partner closely with the firm-wide bank coverage team, JPMorgan Payments Treasury Services. As a Relationship … more
- Huntington National Bank (Addison, TX)
- …special initiatives. This role will serve as a trusted advisor to senior leaders, helping shape executive reporting, guide strategic alignment, and support ... calibrate metrics and operational goals. + Consult and advise leaders and senior managers on reporting design and messaging, applying storytelling, marketing, and… more
- Huntington National Bank (Farmers Branch, TX)
- Description Summary: The Commercial Portfolio Manager- Senior - Equipment Finance services, deepens, and retains assigned profitable customer relationships by ... + As appropriate, assists in optimizing customer relationships working directly with Relationship Managers and other team members to effectively grow fees, deposits,… more