- Truist (Houston, TX)
- …to existing and prospective clients with $75MM to $500MM in annual sales. Leverage the CCB Industry & Advisory teams as appropriate to create the optimal client ... & Advisory team, and the Leadership Institute to consistently deliver a differentiated client experience in all client , prospect and center of influence (COI)… more
- JPMorgan Chase (New York, NY)
- …- including the Private Bank , Asset & Wealth Management, and Private Client bases. This executive role is instrumental in driving product strategy, ... the strategic liaison for the extension and integration of CCB high net worth credit card products - including...process improvements in partnership with banking segments to enhance client experience and mitigate reputational risk. + Partner with… more
- JPMorgan Chase (New York, NY)
- … business segment, as well as consolidation of financials for Chase Private Client and other Affluent Consumer Bank segments. You will be responsible for key ... and forecasting for the Affluent Banking business within Consumer & Community Banking ( CCB ). In this dynamic position, you will have direct ownership of expense… more
- Truist (Seattle, WA)
- …product segments. Identify institutional clients, prepare presentations, follow up on client contacts, and close sales. CTES provides broad transactional expertise ... to help Commercial, Municipal and Corporate clients in CCB , CIG and Wealth meet their financial goals and deepen their relationship with Truist. CTES provides a… more