- First Horizon Bank (Plano, TX)
- **Description** **Location:** On site in Dallas, TX **Summary** As a Private Bankers (PB), you are responsible for business development of professional associations ... of Attorney/Law Firm Practices and Healthcare Practices. The PB Relationship Manager will provide business depository, treasury management, and...all aspects of their balance sheet to generate new client acquisition. You will be part of a local… more
- PNC (Dallas, TX)
- …have an opportunity to contribute to the company's success. As a Senior Relationship Strategist within the PNC Private Bank organization, you will be based ... communication after initial introduction. + Maintains timely, accurate and complete sales/ client relationship management administration tasks as determined by… more
- Citigroup (San Antonio, TX)
- …Citibank branch-based advisors and centralized service centers. The registered CPWM Citigold Private Client Servicing Associate will be responsible for servicing ... out highest level of support from those teams. + Provides timely feedback to senior management to identify client pain points and barriers to exceptional… more
- PNC (Dallas, TX)
- …needed to be successful in this position. **Preferred Skills** Capital Management, Client Prospecting, Client Relationship Building, Competitive Advantages, ... Financial Operations, Investment Banking, Revenue Recognition **Competencies** Business Acumen, Client Relationship Management, Decision Making and Critical… more
- Deloitte (Dallas, TX)
- …solution development, and implementation of clients' tax objectives. You will manage the client relationship by delivering tax advisory services to the client ... have an exciting opportunity for you as a Tax Senior on our growing team! Recruiting for this role...allocations, and tax filings + Coordinating and communicating with client contacts as required to gather information to complete… more
- JPMorgan Chase (Austin, TX)
- …as a Business Relationship Manager is for you. As a Business Relationship Manager Senior (BRM) Acquisition banker in Business Banking, you'll be developing ... utilization, and gaining referrals to increase primary bank share. As a Senior Acquisition banker, you will provide a high-touch experience by building relationships… more
- First Horizon Bank (Houston, TX)
- …models at time of new/renew requests. + Coordinate deal team meetings between Relationship Manager, Market President, Senior Credit Officer, and Underwriter + ... market region of a complex nature. **Key Responsibilities Include** + Maintains a client portfolio for the bank + Expand existing client relationships which… more
- Grant Thornton (Houston, TX)
- Grant Thornton is seeking a Client Relationship Executive (CRE) to join the team in Houston, TX. The Client Relationship Executive (CRE) initiates, ... organizations to meet or exceed pre-agreed-upon sales goals. As a relationship -oriented sales executive, this position is responsible for generating new business… more
- JPMorgan Chase (Plano, TX)
- …offer the best investment solutions to meet their financial needs. As a Private Wealth Associate in Chase Wealth Management, you will offer comprehensive financial ... experience by offering advised solutions and Chase partner referrals that deepen client relationships. Ideal candidates will possess strong analytical skills, a deep… more
- SAP (Plano, TX)
- …investment as well as customer resource capacity for innovation. **THE ROLE** As Senior Client Delivery Manager (CDM) we are looking for an accomplished ... S/4HANA on their path to the Intelligent Enterprise. The Senior Client Delivery Manager (CDM) acts as...of the customer. . Present the intricacies of the private offering, technical details, and engagement model to internal… more
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