- Bank of America (Frisco, TX)
- Private Client Manager II ...client 's financial needs and the full array of Private Bank 's capabilities, establishing and deepening relationships ... Year over Year revenue + Partners with and mentors Private Client Managers on more complex products...a holistic approach, leveraging the entire Private Bank platform + A high touch, client -focused… more
- JPMorgan Chase (Fort Worth, TX)
- **Short Description** As a Private Client Banker , you are the point of contact for a select group of Chase's clients as well as customers in the Branch. ... by providing education and advice tailored to suit their financial needs. As a Private Client Banker in Branch Banking, you are the main point of contact… more
- JPMorgan Chase (Plano, TX)
- …and the opportunity to make a significant impact in our company. As a Virtual Banker II in Consumer Banking, you will contribute significantly to the success of ... the Virtual Bank helping clients by providing strong customer service, offering...meet their financial needs while partnering with Specialists including Private Client Advisors, Private … more
- Bank of America (Dallas, TX)
- …us! **Settlement Officer II (SO II ), Estate Settlement Services (ESS), Private Bank ** **-** Accountable for managing and settling the smaller and/or less ... Settlement Officer II (SO II ), Estate Settlement Services...Texas; Waltham, Massachusetts; Pennington, New Jersey **Job Description:** At Bank of America, we are guided by a common… more
- JPMorgan Chase (Plano, TX)
- …services, fund managers, and agent banks, to ensure seamless operations and exceptional client service. Job responsibilities: + Manage Bank Loans operations team ... external parties, including but not limited to, fund accounting, client services, fund managers, as well as agent banks....Bloomberg, ClearPar, and IHS Markit; investment vehicles related to bank debt (CLOs, private equity funds, etc.)… more
- First Horizon Bank (Dallas, TX)
- …professionalism. + Communicate in a clear, concise and professional manner. + Provide client focused solutions while being compliant with bank Policies and ... the use of all TM services while seamlessly creating a high level of client satisfaction. This includes effectively managing client issues identified in the… more
- Truist (Houston, TX)
- …law firms through the development and retention of long term, profitable client relationships. The Legal Specialty Group (LSG) provides financial advice and ... on family wealth relationships of tenured partners within LSG client firms. 2. Develop a business plan annually to...deposits, loans, and investments. 4. Act as "face" of private practice within LSG firm relationship teams for assigned… more
- Truist (Dallas, TX)
- …practices through the development and retention of long term, profitable client relationships. Typically manages a portfolio of medical physicans or attorneys ... wealth relationships of tenured partners within Legal or Medical client firms. 2. Develop a business plan annually to...deposits, loans, and investments. 4. Act as "face" of private practice within Legal or Medical firm relationship teams… more
- MUFG (Irving, TX)
- …the globe, we're 120,000 colleagues, striving to make a difference for every client , organization, and community we serve. We stand for our values, building ... selected colleague will work at an MUFG office or client sites four days per week and work remotely...Department, this individual will be the SME supporting the Bank 's sanctions compliance program, specifically focusing on financial crimes… more