• KYC Relationship Partner

    JPMorgan Chase (Houston, TX)
    As a KYC Relationship Partner on the Commercial Banking Client On-boarding (CBCO) Know Your Customer ( KYC ) Organization, you will be the team supporting ... KYC requirements. The Organization is seeking a KYC Officer who will partner with Bankers...Independently manage renewal cycle of Due Diligence Forms with Relationship Management Partnership. + Responsible for timely portfolio management… more
    JPMorgan Chase (07/04/24)
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  • Private Wealth Management Wealth Advisor

    Regions Bank (Houston, TX)
    …focused partner , working closely with internal partners to identify relationship growth and asset retention opportunities + Consistently acquires more complex ... discovery, assessing a client's financial situation to retain & grow the client relationship , conducts and manages all pre-call and post-call meetings for every call… more
    Regions Bank (05/24/24)
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