- Truist (Dallas, TX)
- …of America) **Please review the following job description:** Serve as primary relationship manager for a portfolio of financially complex client relationships ... activities may change from time to time. 1. Serve as the primary relationship manager for a portfolio of mass affluent clients. Sell, deliver and provide ongoing… more
- KeyBank (Dallas, TX)
- …and draft the Transaction Analysis and draft preflight memo. + Assist the Relationship Manager to address preliminary risk and financial questions from the ... when necessary. + Draft initial LOI/Term Sheet. + Work with the Relationship Manager to get LOI/Term Sheet signed, noting variances, and making updates to… more
- City Wide Facility Solutions (Cedar Park, TX)
- …Austin office is a top-tier Platinum Market, and we're looking for a high-energy, relationship -savvy Facility Solutions Manager (FSM) to help us deliver on our ... mission to create a ripple effect in the lives we touch. This is your chance to own the client experience, make a real impact, and grow with a company that values hustle, heart, and high-performance. + Manage and grow B2B client accounts-build long-term… more
- Bank of America (San Antonio, TX)
- …FOR PRIVATE WEALTH MANAGEMENT ONLY.This **Elite Growth Practice (EGP) Private Wealth Relationship Manager ** supports the Financial Advisor team to further ... clients pursue the life they envision through a personal relationship with their advisory team committed to their needs....relationships. He or she provides specialized support as a Specialist/ Manager in any one of the teams specialized roles… more
- Citigroup (Irving, TX)
- …all portfolio clients and select new to bank opportunities in partnership with the Relationship Manager + Develop and maintain an extensive knowledge in the ... industry and product expertise, and an end-to-end ownership of the credit relationship into best-in-class lending solutions. We are seeking a dynamic and motivated… more
- PNC (Mcallen, TX)
- …comprehensive financial wellness advice and solutions to clients and consumers. As a Relationship Manager I - Financial Wellness Consultant you will develop and ... a regular basis. Some responsibilities may be performed remotely, at manager 's discretion. PNC Organizational Financial Wellness is a collaborative business segment… more
- Comerica (Dallas, TX)
- …client needs. Obtain client commitment and collect assets. Effectively transition the client relationship to the relationship manager by staying involved ... and being accountable for the success of the client relationship . What we can offer you Comerica Funded Retirement...with the client until the relationship is fully cemented. Demonstrate expertise by managing or… more
- Scotiabank (Houston, TX)
- …internal and external contacts. Participate in client meetings along with the Relationship Manager . Occasionally attend client meetings without the supervision ... of the Relationship Manager . Complete post-meeting follow up, including preparation of call reports (Salesforce) and follow up material that may be required as a… more
- Huntington National Bank (Austin, TX)
- …+ May be required to assist external clients in the absence of the assigned Relationship Manager or Client Service Manager . + Assist in various projects, ... Specialist 1 provides first-class client support to one or more Trust Relationship Managers in the management of Corporate Trust accounts.Duties & Responsibilities:… more
- Grameen America, Inc (Austin, TX)
- …positive relationships with borrowers and members for membership and business growth. The Relationship Associate reports to the Branch Manager . Work Location: We ... businesses. For more information, please visit grameenamerica.org. About the Job The Relationship Associate position is an entry level position at GAI which is… more