- Truist (Webster, TX)
- …and insurance services . Leverage the Truist referral network to generate client acquisition and provide comprehensive advice and solutions . Following is a ... range of fee income and retail banking products and services appropriate to mass affluent clients. Premier Bankers should...but is not limited to, the delivery of excellent client service behaviors, support of the Truist… more
- Bank of America (Fort Worth, TX)
- …and self-directed investors with financial assistance by identifying broader product and service solutions that meet their investment and saving needs. Key ... and Client Focus Oral Communications Active Listening Attention to Detail Client Solutions Advisory Issue Management Pipeline Management Causation Analysis … more
- Citigroup (Irving, TX)
- …HyperCare:** Are you a seasoned technical leader passionate about delivering exceptional client service and driving technological excellence? Join Citi as a ... Management:** Identify, assess, and mitigate technical and operational risks impacting client services , ensuring robust controls and compliance within Citi's… more
- Truist (Dallas, TX)
- …Responsible for developing and deepening client relationships through needs-based, high-level client service and through delivery of the full suite of Truist ... specialists and IRM partners who are designated to support client service and business development efforts (eg...investment, trust and fiduciary services , and insurance services ) in a manner that promotes client … more
- Bank of America (Dallas, TX)
- …in sales practices and broader market and industry conditions as needed **Skills:** + Client Management + Client Solutions Advisory + Prospecting + ... Services in order to design and deliver financial solutions to clients and prospects + Leads and facilitates...negotiating with a team of bank associates to solve client problems. + Securities Industry Essentials (SIE),… more
- Thrivent Financial (Houston, TX)
- …role at Thrivent to grow. This role should be experienced in the financial services industry with a strong expertise and ability to deliver purpose-based advice. The ... will focus on local community relationships, strengthening brand awareness, expanding the client base, and establishing the organization as a trusted leader in the… more
- CIBC (Houston, TX)
- …**Skills** Analytical Thinking, Business Banking, Business Development, Business Finance, Client Service , Financial Analysis, Financial Markets Analysis, ... needs, as well as tailoring coverage and financing solutions to meet client needs. You're flexible...service -related matters not otherwise covered by Credit Processing Services . Acts as liaison with officers of Credit Processing… more
- JPMorgan Chase (Flower Mound, TX)
- …brand and culture with the utmost hospitality, using the latest banking solutions and cutting-edge financial technology combined with friendly and attentive ... service . You will take a lead role in acquiring,...with clients, using your financial knowledge to offer thoughtful solutions to help address their financial needs and make… more
- JPMorgan Chase (Plano, TX)
- …resolution. In this role, you will partner with teams such as Client Service , Sales/Relationship Management, Product Management, Pricing, Financial Controllers, ... requirements, and seeking input from peers and partners as needed. + Anticipate client and business partner needs, delivering tailored solutions and adapting… more
- Citigroup (Houston, TX)
- …of traditional and alternative investments with wealth planning and private banking services to optimize client service and cross-marketing opportunities. ... + Bachelor's/University degree, Master's degree preferred **Job Family Group:** Private Client Product Services **Job Family:** Investment Counselor **Time… more