- Truist (Dallas, TX)
- …and management of customized reporting. Assist in maintenance of CRM. Provide training and support on digital, marketing and sales tools for sales ... representatives and sales management. In conjunction with marketing teammates, support the sales and business development activities of premium finance… more
- PNC (Dallas, TX)
- …and inquiry / issue resolution. * Works closely with one or more Treasury Management Officer (s), provides sales support associated with complex sales ... opportunity to contribute to the company's success. As an Associate Treasury Management Officer within PNC's Treasury Management Sales organization, you can sit… more
- Zurich NA (Addison, TX)
- AVP, Surety Underwriting Officer or VP, Senior Underwriting Officer 117300 Zurich is currently looking for a AVP, Surety Underwriting Officer or VP, Senior ... you will partner with brokers and will utilize strong sales execution mindset to write profitable business. This role...Use your risk management, accounting, and/or finance experience to support the needs of our customers + Have the… more
- JPMorgan Chase (Plano, TX)
- …years of equivalent prior work experience in Business Operations / Client Services / Sales Support + Comprehensive knowledge of Treasury Products and Services + ... Bank clients across the country. As a Client Success Officer within the Commercial Bank, you will serve as...reviews and long-term planning and partner with Banking and Sales on growth opportunities + Manage/resolve client escalations and… more
- Bank of America (Dallas, TX)
- Senior Trust Officer Dallas, Texas **Job Description:** At Bank of America, we are guided by a common purpose to help make financial lives better through the power ... teammates and their families by offering competitive benefits to support their physical, emotional, and financial well-being. Bank of...a difference. Join us! **Job Description:** The Senior Trust Officer (STO) maintains a trust book and is a… more
- Bank of America (Plano, TX)
- Enterprise Business Development Officer Houston, Texas;Chandler, Arizona; San Antonio, Texas; Plano, Texas **Job Description:** At Bank of America, we are guided by ... an impact. Join us! **Job Description:** This Enterprise Business Development Officer (EBDO) is responsible for identifying and developing new client relationships… more
- Travelers Insurance Company (Richardson, TX)
- …Marine, Automobile, Workers' Compensation, Umbrella, and more. The Account Executive Officer (AEO), Construction will partner with agents and brokers to provide ... partners within the business unit and across the enterprise to create sales plans and identify cross-selling opportunities. + Foster and maintain relationships with… more
- Bank of America (Dallas, TX)
- Estate Settlement Officer III Dallas, Texas **Job Description:** At Bank of America, we are guided by a common purpose to help make financial lives better through ... in our teammates and their families by offering competitive benefits to support their physical, emotional, and financial well-being. Bank of America believes both… more
- Travelers Insurance Company (Richardson, TX)
- …solutions. + Identify and capture new business opportunities using consultative marketing and sales skills. + Support the execution of agency, region, and group ... low to mid-sized range of Middle Market Business Insurance. The Account Executive Officer (AEO), Business Center will partner with agents and brokers to provide… more
- PNC (Plano, TX)
- …have an opportunity to contribute to the company's success. As a(n) Mortgage Loan Officer within PNC's Mortgage organization, you will be based in the greater Dallas ... Seeks prospective opportunities to retain and/or develop new clients. Responsible for sales calls. + Develops and prepares loan solutions and refers products and… more
- JPMorgan Chase (Plano, TX)
- …your clients? You have found the right team. As a Treasury Management Officer in Commercial Banking, you will generate new treasury management business and maintain ... + Independently lead business process reviews aligned to key client sales opportunities and engage industry solutions specialist for complex client business… more
- JPMorgan Chase (Plano, TX)
- …solutions to your clients? You have found the right team. As a Treasury Sales Associate in Commercial Banking, you will play an integral part in contributing to ... new sales targets, managing business relationships, and achieving portfolio growth...within the Treasury Solutions such as a Treasury Management Officer position. **Job Responsibilities** + Collaborate with the Treasury… more
- American Red Cross (Dallas, TX)
- …TO KNOW_** **_:_** In this role, you will partner with the Chief Development Officer to lead a team of professional fundraisers in strengthening and growing the ... to identify, cultivate, and engage foundations to grow their support for the American Red Cross. + Cultivate relationships...in the region and partner with the Chief Development Officer to oversee the activity of the assignedcampaign. +… more
- MUFG (Irving, TX)
- …surveillance, detailed investigations, quality control and/or special risk client activities in support of the Bank's BSA/AML program. The AML Operations Team Leader ... agents. Ensure agents maintain key performance objects appropriate to support overall BSA/AML mission. **Quality and Organizational Responsibilities:** 10% Assist… more
- Anywhere Real Estate (Richardson, TX)
- …real estate companies, affinity groups, corporations and financial institutions in support of residential and commercial real estate transactions. **The Escrow ... and post-closing/funding tasks as required by Independence Title and the Escrow Officer . + Reading contracts, commitments and orders, in preparation for the closing,… more
- JPMorgan Chase (Plano, TX)
- …our Commercial Bank clients. Manage multiple relationships with our clients to help provide support for any issues that may arise with the use of our complex ... you will resolve client requests while working in partnership with Service Operations, Sales partners, and Bankers located in the United States and across the globe.… more
- JPMorgan Chase (Plano, TX)
- …within the Commercial Bank, you will lead a project team that supplies support for the implementation of Treasury and Banking products and services. Partner with ... maintain strong relationships with key partners in Relationship Management, Sales , Service, Operations and Product Management + Manage client...for our clients and employees Final Job Grade and officer title will be determined at time of offer… more
- JPMorgan Chase (Plano, TX)
- …technology agenda). + Continually challenge and improve Risk reports and views and support the Payments Chief Risk Officer as needed. **Required Qualifications, ... with the Payments Command Center. + Develop strong working relationships with Sales , Client Service, Operations, Risk Stripes and functional partners (finance) as… more
- JPMorgan Chase (Plano, TX)
- …for client lending and trading activity. You will serve as the Credit Officer and primary coverage for those credit relationships. Corporate & Investment Bank (CIB) ... Maintain updated credit research on a portfolio of clients + Partner with Sales & Trading, Prime Brokerage, Investor Client Management, Treasury & Security Services,… more