- Citigroup (Dallas, TX)
- …thoroughly understand the client situation and utilize that knowledge to develop tailored wealth management strategies. Private Bankers are able to add value to ... for strategic advice on financial matters + Create, organize, and implement a wealth management strategy designed to deepen relationships with existing clients +… more
- HUB International (Austin, TX)
- …insurance and employee benefits broker, providing a broad array of property, casualty, risk management , life and health, employee benefits, investment and ... wealth management products and services. Throughout our network of more...Manage accounts payable and accounts receivable + Reconcile bank, credit card, and other financial statements + Process payroll… more
- Comerica (Frisco, TX)
- …into three major business segments; the Commercial Bank, the Retail Bank, and Wealth Management . Comerica's colleagues focus on relationships, and helping people ... balance sheet, up to $25 billion in interest rate risk hedges, and approx. $3 billion in pension plan...of Comerica's investment strategy. Responsible for the execution and management of Comerica's balance sheet hedging program, as well… more
- Bank of America (Plano, TX)
- …servicing and protection of credit offerings for business banking, Global Wealth & Investment Management (GWIM), commercial and corporate clients as well ... Communications + Written Communications + Quality Assurance + Recording/Organizing Information + Risk Management **Shift:** 1st shift (United States of America)… more
- Citigroup (Irving, TX)
- …and credit , corporate and investment banking, securities brokerage, transaction services, and wealth management . As a bank with a brain and a soul, Citi ... and credit , corporate and investment banking, securities brokerage, transaction services, and wealth management . As a bank with a brain and a soul, Citi… more
- Bank of America (Frisco, TX)
- …development and relationship management + Significant knowledge of banking and credit : general understanding of investments, trust and wealth transfer + ... inflows of new business across all product lines (ie, Credit , Assets Under Management , Deposit) into existing...Solutions Advisory + Loan Structuring + Relationship Building + Risk Management + Active Listening + Analytical… more
- Scotiabank (Houston, TX)
- …and the world. Global Banking & Markets provides a full range of investment banking, credit and risk management products and services relevant to the ... Compliance. + Contribute to the development of Compliance related Management Information (MI) such as Key Risk ...advice, products and services, including personal and commercial banking, wealth management and private banking, corporate and… more
- Citigroup (Irving, TX)
- …and credit , corporate and investment banking, securities brokerage, transaction services, and wealth management . As a bank with a brain and a soul, Citi ... and credit , corporate and investment banking, securities brokerage, transaction services, and wealth management . As a bank with a brain and a soul, Citi… more
- DriveTime (Fort Worth, TX)
- …for DriveTime and other third parties. We service auto loans across a wide credit spectrum with the intent of creating a strong path to vehicle ownership for ... position is responsible for capturing deals that meet the company's risk and profitability guidelines while building and maintaining professional and profitable… more
- Citigroup (Irving, TX)
- …and credit , corporate and investment banking, securities brokerage, transaction services, and wealth management . As a bank with a brain and a soul, Citi ... programs and on any assigned topics. + Work with the IS program owners, gather IS risk data from them, process the data as needed and produce IS reports and metrics.… more