- Comerica (Houston, TX)
- …into three major business segments; the Commercial Bank, the Retail Bank, and Wealth Management . Comerica's colleagues focus on relationships, and helping people ... lending needs up to 100K (future will be up to $250K) The trusted advisor will be committed to new business development, conducting quality conversations to build… more
- Coinbase (Austin, TX)
- …High level of proficiency in cryptocurrency and Coinbase products * Experience in Banking, Wealth Management , Corporate Fiance, Asset Management or FinTech * ... in the most efficient manner. * Be a trusted advisor , listen and empathize so the customer knows they...and fast paced organization. * Fantastic communication and relationship management skills, passion for assisting customers to use Coinbase… more
- Citigroup (Irving, TX)
- …banking and credit, corporate and investment banking, securities brokerage, transaction services, and wealth management . As a bank with a brain and a soul, ... essential procedures are followed and help define operating standards and processes + Serve as advisor or coach to new or lower level analysts + Has the ability to… more
- Cherry Bekaert (Austin, TX)
- …and accounting advisory, digital solutions, cybersecurity, tax, benefits consulting, and wealth management . For more details, visit cbh.com/disclosure. Cherry ... serve as a technical consultant, both internally and externally + Be a trusted advisor to a client and begins to identify opportunities for expanded services +… more
- First Horizon Bank (Dallas, TX)
- …Company and its subsidiaries offer commercial, private banking, consumer, small business, wealth and trust management , retail brokerage, capital markets, fixed ... include but is not limited to stability, observability, portability, SDLC management , producing technical requirements and solution designs that align to business… more
- Citigroup (Irving, TX)
- …banking and credit, corporate and investment banking, securities brokerage, transaction services, and wealth management . As a bank with a brain and a soul, ... and procedures as necessary + Provide technical/strategic direction and act as advisor /coach to lower level analysts + Develop projects required for design of… more
- Citigroup (Irving, TX)
- …banking and credit, corporate and investment banking, securities brokerage, transaction services, and wealth management . As a bank with a brain and a soul, ... essential procedures are followed and help define operating standards and processes + Serve as advisor or coach to new or lower level analysts + Has the ability to… more
- Citigroup (Irving, TX)
- …banking and credit, corporate and investment banking, securities brokerage, transaction services, and wealth management . As a bank with a brain and a soul, ... essential procedures are followed and help define operating standards and processes + Serve as advisor or coach to new or lower level analysts + Has the ability to… more
- Covr Financial Technologies (Houston, TX)
- …life, long-term care, and disability insurance products sold through financial and wealth management advisors, banks, credit unions, RIAs, consumer brands and ... outbound communication with clients who are seeking insurance products through their advisor at a financial institution. This team member will receive inbound calls,… more
- Covr Financial Technologies (Houston, TX)
- …life, long-term care, and disability insurance products sold through financial and wealth management advisors, banks, credit unions, RIAs, consumer brands and ... outbound communication with clients who are seeking insurance products through their advisor at a financial institution. This team member will receive inbound calls,… more