- US Bank (Dallas, TX)
- …a division of US Bancorp Asset Management , Inc. is currently seeking an Institutional Sales and Relationship Manager to join with other team members ... Experience in portfolio management , sales , marketing, or relationship management with institutional clients (Business to Business environment) - Must… more
- Regions Bank (Dallas, TX)
- …the careers section of the system. **Job Description:** At Regions, the Institutional Trust Relationship Consultant retains and develops relationships and ... a group of accounts, which may include Retirement Plan, Investment Management Agency, Endowments/Foundations, Custody, and/or Funeral Cemetery Trust accounts. This… more
- PNC (Dallas, TX)
- …needed to be successful in this position. **Competencies** Client Relationship Management , Decision Making and Critical Thinking, Effective ... success. As a Senior Retirement Plan Advisor within PNC's Institutional Asset Management organization, you will be...results. + Responsible for maintaining and growing assets under management . Additionally supports and may lead the sales… more
- Regions Bank (Dallas, TX)
- …pipeline items, servicing requests, past due reports, etc + Compiles reports for Relationship Manager(s) such as 360 Report, Weekly Sales Report, OneView ... processes and procedures. Manage due diligence requirements from field + Assists Relationship Manager(s) with sales support functions to include marketing… more
- JPMorgan Chase (San Antonio, TX)
- …of meeting or exceeding sales goals; proven top individual contributor + Sales management and business development skills + FINRA Series 79, 63 and ... revenues over the life of the relationship . Relationship Executives develop a weekly sales plan...businesses and many of the world's most prominent corporate, institutional and government clients under the JP Morgan and… more
- Huntington National Bank (Houston, TX)
- …applies advanced knowledge and understanding of customer and product onboarding to enhance relationship management , retention, and deepening sales . The CML ... Description Summary: The Commercial Relationship Service Specialist Senior (CML RSS SR) is...RSS SR provides leadership, guidance, and day to day management over activities performed by other service colleagues or… more
- JPMorgan Chase (Plano, TX)
- …capabilities and skills:** + 8 + years of experience within a strategic relationship management role, business development role; or technology related experience ... work across cultures with internal teams and external clients + Exceptional relationship management skills, strong presentation skills and exceptional verbal and… more
- Citigroup (Dallas, TX)
- …degree, Masters degree preferred **Job Family Group:** Commercial and Business Sales **Job Family:** Relationship Management **Time Type:** ... The Mid-Corp Relationship Manager is a strategic professional who closely...strategy. Primarily affects a sub-function. Responsible for handling staff management issues, including resource management and allocation… more
- UWorld, LLC (Irving, TX)
- …growing new business opportunities in the UWorld College Readiness division. The Inside Sales Representative will work to grow the institutional business through ... text, video, and webinars. The ideal candidate will be an expert relationship manager securing institutional purchases from districts to individual schools.… more
- JPMorgan Chase (Plano, TX)
- …qualifications, capabilities and skills** + 3+ years of cash management , sales and relationship management experience + Possesses knowledge and ... Join the Commercial and Investment Bank (CIB) Payments Sales team! As a key leader on the...client coverage team for both new business development and management of client risk + Work closely with the… more