- CBRE (Dallas, TX)
- …customer need & organizational delivery * Manages issue escalation and resolution Strategic Planning & Value Creation: * Builds account plans and strategies to drive ... of an Account Business Plan * Influences the client's planning and budgeting process to enhance value and optimize...strong trusted advisor status with clients. Engenders feelings of trust as an initial impression. History of looking for… more
- Navy Federal Credit Union (Prosper, TX)
- …lending products and depository accounts such as checking, savings, certificate, IRA, revocable trust and estate accounts + Assist the Manager in monitoring cash ... knowledge of retail banking industry best practices + Effective organizational, planning and time management skills + Advanced skill exercising initiative and… more
- Navy Federal Credit Union (Prosper, TX)
- …lending products and depository accounts such as checking, savings, certificate, IRA, revocable trust and estate accounts + Lead cash operations and branch ... and reports to determine business performance and trends + Effective organizational, planning and time management skills + Effective skill exercising initiative and… more
- Amazon (Austin, TX)
- …for developing tactical relationships with internal stakeholders such as Global Real Estate , Reception and Corporate Security, as well as external stakeholders and ... pivoting from requirements gathering with end users one day to participating in development planning or presenting to senior leadership on how to solve a problem on… more
- Charles Schwab (Austin, TX)
- …Familiarity with ALTO and Everest framework/standards. + Understanding of Financial and Estate planning products. + Involved in onboarding and mentoring interns ... collaborative environment allows for being wrong sometimes as part of growing and building trust together. As a Schwabbie, you listen to others with an open mind,… more
- DXC Technology (Austin, TX)
- …private and hybrid clouds. The world's largest companies and public sector organizations trust DXC to deploy services across the Enterprise Technology Stack to drive ... need to modernize operations and drive innovation across their entire IT estate . We provide services across the Enterprise Technology Stack for business process… more
- PNC (Houston, TX)
- …Trust , Influencing Through Expertise, Loan Review, Organizational Governance, Planning and Organizing, Regulatory Environment - Financial Services **Work ... in this position. **Preferred Skills** Analytical Thinking, Commercial Real Estate , Competitive Advantages, Consumer Lending, Credit Risk Management, Data Analytics,… more
- Maxwell Locke & Ritter (Austin, TX)
- …and compliance services to high-net-worth individuals and family groups including personal, estate /gift & trust tax returns + CPA certification + Excellent ... navigate their tax compliance requirements as well as leading the consulting and planning process. You will be responsible for managing the client's tax deadlines,… more
- CBRE (Austin, TX)
- …and in line with RISE values. Leads by example to earn respect and trust of peers, employees and clients. * Demonstrates and supports a healthy balance between ... Performs other duties as assigned. **SUPERVISORY RESPONSIBILITIES** * Manages the planning , organization and controls for one or more lines of business… more