- Truist (Dallas, TX)
- …Wealth, Advisory, and/or Retail Lending experience) or one years' experience in a financial client relationship manager role. 3. Advanced knowledge of a broad ... of America) **Please review the following job description:** Serve as primary relationship manager for a portfolio of financially complex client relationships within… more
- Houston Methodist (Katy, TX)
- …billing and financials in a timely manner. Maintains a positive working relationship with Financial Accounting. + Accurately maintains and reviews reports ... any discrepancies brought to management's attention. Creates product usage and other financial reports as needed, to meet monthly schedules. + Monitors cashiers,… more
- City of Baytown (Baytown, TX)
- …and monitors all budgetary activities for the division. + Maintains a strong relationship with financial partners (Goose Creek CISD, Lee College, ExxonMobil, ... the Baytown Nature Center, Chandler Arboretum Committee, etc.) to ensure financial viability. + Coordinates the maintenance requirements and special projects… more
- JPMorgan Chase (Dallas, TX)
- …and investors. **Job Responsibilities** + Lead all aspects of the credit relationship , including credit analysis, financial modeling and coordinating credit ... and all other related exposure. Credit Risk Managers lead the client credit relationship with Commercial Banking Bankers who manage the overall relationship … more
- Cushman & Wakefield (Frisco, TX)
- …Proficiency 3. Problem Solving/Analysis 4. Leadership 5. Teamwork Orientation 6. Relationship Management 7. Financial Management 8. Vendor Management IMPORTANT ... and other reports and documentation as required * Prepares budgets, financial reports (monthly and quarterly), contracts, expenditures and purchase orders related… more
- Cushman & Wakefield (Austin, TX)
- …Proficiency 3. Problem Solving/Analysis 4. Leadership 5. Teamwork Orientation 6. Relationship Management 7. Financial Management IMPORTANT EDUCATION * ... and other reports and documentation as required * Prepares budgets, financial reports (monthly and quarterly), contracts, expenditures and purchase orders related… more
- Cushman & Wakefield (Irving, TX)
- …Proficiency 3. Problem Solving/Analysis 4. Leadership 5. Teamwork Orientation 6. Relationship Management 7. Financial Management **IMPORTANT EDUCATION** + ... Prepare, review, and give initial approval and as needed all budgets, financial reports (monthly and quarterly), contracts, expenditures and purchase orders related… more
- JPMorgan Chase (Houston, TX)
- …solutions; help team identify solutions to complex challenges + Hold Business Relationship Managers accountable for understanding the personal financial goals ... team and clients, then a role as a Business Relationship Manager Area Manager is for you. As an...connecting them with specialists who can help meet their financial needs + Build collaborative relationships with partners across… more
- Wells Fargo (Rowlett, TX)
- …looking for more? Find it here. At Wells Fargo, we're more than a financial services leader - we're a global trailblazer committed to driving innovation, empowering ... in the top three - making us the #1 financial services employer - on the 2025 LinkedIn Top...us! **About this role:** Wells Fargo is seeking a Relationship Banker (SAFE) for our National Branch Network as… more
- TIAA (Frisco, TX)
- **Wealth Client Relationship Manager** Wealth Management Client Relationship Managers at TIAA spend their time partnering with Wealth Management Advisors on ... helping them grow their practice through referrals to deliver financial solutions that ignite the dreams of the people...for diversity. We hire and develop Wealth Management Client Relationship Managers who believe in our mission of helping… more