- Truist (Houston, TX)
- …by offering a full range of loan, deposit, Capital Markets, Treasury, Risk Management and other fee-based services to existing and prospective clients with $75MM to ... of assigned clients through the appropriate channel according to Integrated Relationship Management (IRM). Levels (I - II) should be differentiated based on years… more
- UMB Bank (Odessa, TX)
- …Relationship Officers are responsible for helping grow the Business Banking loan portfolio , and selling other related revenue generating services to clients. The ... team is made up of Business Banking Relationship Officers, Treasury Management Officers, Underwriters, Client Managers, and Analysts. This team manages Commercial… more
- City National Bank (Austin, TX)
- …recommendation regarding accounts to be further developed or eliminated. Prepares reports for management . * Monitors portfolio for quality, risk and adherence to ... Approves transactions within delegated authority. Manages overall relationship profitability and portfolio risk and is responsible for profitable growth of the … more
- UMB Bank (Plano, TX)
- …and $20MM. The team includes relationship managers, client managers officers, treasury management officers and others that provide a suite of products and services ... and be knowledgeable in non-credit products such as Deposit products, treasury management , virtual card, trust, etc. Successful candidates for this role will be… more
- JPMorgan Chase (San Antonio, TX)
- …however the portfolio size is typically smaller in recognition of management responsibilities. Your team will typically include four to six bankers with indirect ... this role you will be expected to maintain a portfolio of your own while leading the banking team...oversight over an underwriting staff, a sales/marketing assistant, treasury sales officer and… more
- American Express (Houston, TX)
- …Enterprise key client relationships, through face-to-face interactions. This entails having overall management of a defined portfolio of key existing accounts, ... key measurements of success for this Manager will be portfolio level account retention and volume growth. This is...information and track opportunity development in CRM database **Relationship management ** (10 - 20% of time) ▪ Proactively reach… more
- MetLife (Houston, TX)
- …Benefits (GB) organization is responsible for the strategic direction, growth and management of MetLife's industry leading US employee benefits business. Our sales ... Vision, Group Disability, MetLife Defender, Global Services, Total Absence Management , Group Property & Casualty, Accident, Hospital Indemnity, Critical Illness… more
- PNC (Dallas, TX)
- …approval and/or exception authority. Prepares offerings for specific transactions or in management of a portfolio as assigned and interacts with ... worthiness of loan/transaction parties. If relevant, performs ongoing credit risk management for assigned portfolio . + Contacts internal/external customers and… more
- Zurich NA (Addison, TX)
- …The position offers autonomy and requires strong analytical, negotiation, and litigation management skills. This position can be office, hybrid, or fully remote ... the lower 48 states. **Claims Handling & Investigation:** + Manage a portfolio of highly complex, litigated claims with significant exposures, requiring advanced… more
- JPMorgan Chase (San Antonio, TX)
- …+ Coach and develop team on all aspects of managing a portfolio , including relationship management , prospecting, profitability, client experience, and risk ... the primary bank for our clients. **Job responsibilities** + Provide leadership, management , support, direction, and guidance to a team of Business Relationship… more