NewRelationship Banker I First United Bank & Trust CoRelationship Banker IProsper, TXServes customers by processing a variety of transactions quickly with minimal or no errors according to established First United Bank policies and procedures; including but not limited to: accepting checks for cash and deposit; money orders, savings bonds, traveler's checks, cashier's checks, accepting and processing payments for loans and other services. Essential Duties: Maintains a basic knowledge of all First United Bank products, services, procedures, policies and appropriate regulatory issues relating to daily job functions including but not limited to: Bank Secrecy Act; Privacy; Fair Lending; Regulation E; deposit, transaction and loan accounts.
NewUniversal Banker I - Dallas Live Oak, Texas Southstate BankUniversal Banker I - Dallas Live Oak, TexasDallas, TexasFSR Duties: Opens new deposit accounts and understands the products and financial services offered by the bank. We are committed to helping our team members find their success while maintaining the integrity of our values: building trust, fostering lasting relationships and pursuing excellence.
Premier Private Banker V - Dallas, TX Southstate BankPremier Private Banker V - Dallas, TXDallas, TexasConsults with prospects and clients regarding financial needs; recommend products and services including credit structures, prepares loan packages for credit review and underwriting, opens and services accounts within authorized limits and ensures records/files are maintained within policy/guidelines. Cross-sells Retail, Trust, Mortgage and Treasury Management services such as credit cards, personal trusts, and investment, financial, and estate planning services.
Universal Banker III - Corinth, Texas Southstate BankUniversal Banker III - Corinth, TexasCorinth, TexasFSR Duties: Opens new deposit accounts and understands the products and financial services offered by the bank. We are committed to helping our team members find their success while maintaining the integrity of our values: building trust, fostering lasting relationships and pursuing excellence.
Universal Banker I Metro City BankUniversal Banker ICarrollton, TXExhibits adequate knowledge of the following: CIP, Account Risk Assessment, Customer Due Diligence, CTR, OFAC, Cash purchase of monetary instruments, Originating Bank, Beneficiary Bank, TIN, NRA, HIDTA, HIFCA and SAR. Overview: Provides services for branch customers such as teller transactions, opening new accounts, changing addresses, and handling customer inquiries as needed.
NewRelationship Banker I First United BankRelationship Banker IProsper, TXServes customers by processing a variety of transactions quickly with minimal or no errors according to established First United Bank policies and procedures; including but not limited to: accepting checks for cash and deposit; money orders, savings bonds, traveler's checks, cashier's checks, accepting and processing payments for loans and other services. Essential Duties: Maintains a basic knowledge of all First United Bank products, services, procedures, policies and appropriate regulatory issues relating to daily job functions including but not limited to: Bank Secrecy Act; Privacy; Fair Lending; Regulation E; deposit, transaction and loan accounts.
Associate Banker - C13 - Dallas Citigroup Inc.Associate Banker - C13 - DallasDallas, TX$125,760–$188,640 / yearAppropriately assess risk when business decisions are made, demonstrating particular consideration for the firm's reputation and safeguarding Citigroup, its clients and assets, by driving compliance with applicable laws, rules and regulations, adhering to Policy, applying sound ethical judgment regarding personal behavior, conduct and business practices, and escalating, managing and reporting control issues with transparency. Assist the Banker with prospecting - conduct new client/prospect research, generate leads and develop prospects, network to identify referrals to new clients/prospects, and coordinate client events.
Associate Banker Safe Act - C12 - Dallas Citigroup Inc.Associate Banker Safe Act - C12 - DallasDallas, TX$96,400–$144,600 / yearAppropriately assess risk when business decisions are made, demonstrating particular consideration for the firm's reputation and safeguarding Citigroup, its clients and assets, by driving compliance with applicable laws, rules and regulations, adhering to Policy, applying sound ethical judgment regarding personal behavior, conduct and business practices, and escalating, managing and reporting control issues with transparency. Evaluates moderately complex and variable issues with substantial potential impact, where development of an approach/taking of an action involves weighing various alternatives and balancing potentially conflicting situations using multiple sources of information.
Relationship Banker II Simmons BankRelationship Banker IIFrisco, TXRelationship Bankers will provide expert financial solutions to existing and prospective clients by assessing their financial needs and offering solutions through bank products and services to help clients accomplish their current and future financial goals. Perform all functions related to opening and closing accounts including assisting customers with the appropriate selection of accounts, performing research of customers' accounts, and complying with BSA and CIP requirements.
U.S. Private Bank - Private Banker - Associate JPMorgan Chase & CoU.S. Private Bank - Private Banker - AssociateDallas, TXAssist the Senior Banker in the sale of investments, banking and trust services including, but not limited to: asset allocation on structured portfolios, managed portfolios, brokerage accounts, portfolio reviews, deposit and loan solutions, basic trust and estate products, and identification of wealth planning opportunities. Our history spans over 200 years and today we are a leader in investment banking, consumer and small business banking, commercial banking, financial transaction processing and asset management.
Senior Relationship Banker - Southern Dallas, TX Simmons BankSenior Relationship Banker - Southern Dallas, TXDallas, TXRelationship Bankers will provide expert financial solutions to existing and prospective clients by assessing their financial needs and offering solutions through bank products and services to help clients accomplish their current and future financial goals. Facilitate consumer loan requests: solicit loan requests; maintain knowledge of loan policies and procedures; assist with branch(es)' consumer loan portfolio(s); coach staff(s) (applies only to Sr RB in the absence of an AFCM) to sell and handle consumer loan requests in an effective manner.
Commercial Banker-Healthcare Services-VP/ED JPMorgan Chase & CoCommercial Banker-Healthcare Services-VP/EDDallas, TXHealthcare Bankers work closely with product partners, Global Corporate Banking and Core, therefore our ideal candidate exhibits a strong interest in cross border businesses, cultural sensitivity, a commitment to teamwork and partnership, and exceptional work ethic and attention to detail. JPMorganChase, one of the oldest financial institutions, offers innovative financial solutions to millions of consumers, small businesses and many of the world's most prominent corporate, institutional and government clients under the J.P.
Relationship Banker II (Preston Center Branch) Regions Financial CorpRelationship Banker II (Preston Center Branch)Dallas, TXJob Description: At Regions, the Relationship Banker II is responsible for meeting with customers and prospects both in person and on the phone to determine their financial needs, and meeting those needs by proactively offering appropriate products, services, and guidance to achieve their financial goals. Follows all bank processes and procedures and adheres to applicable laws and regulations, including completing duties delegated and assigned by the Branch Manager; as a member of the branch team, ensures sound banking practices, including managing, identifying and reporting operational risks.
Relationship Banker II (Windsong Ranch Branch) Regions Financial CorpRelationship Banker II (Windsong Ranch Branch)Frisco, TXJob Description: At Regions, the Relationship Banker II is responsible for meeting with customers and prospects both in person and on the phone to determine their financial needs, and meeting those needs by proactively offering appropriate products, services, and guidance to achieve their financial goals. Follows all bank processes and procedures and adheres to applicable laws and regulations, including completing duties delegated and assigned by the Branch Manager; as a member of the branch team, ensures sound banking practices, including managing, identifying and reporting operational risks.
Senior Consumer Relationship Banker (Windsong Ranch Branch) Regions Financial CorpSenior Consumer Relationship Banker (Windsong Ranch Branch)Frisco, TXJob Description: At Regions, the Senior Consumer Relationship Banker is responsible for meeting with customers and prospects both in person and on the phone to determine their financial needs, and meeting those needs by proactively offering appropriate products, services, and guidance to achieve their financial goals. Follows all bank processes and procedures and adheres to applicable laws and regulations, including completing duties delegated and assigned by the Branch Manager; as a member of the branch team, ensures sound banking practices, including managing, identifying and reporting operational risks.
Business Banker First Citizens BancShares IncBusiness BankerDallas, TXBenefits are an integral part of total rewards and First Citizens Bank is committed to providing a competitive, thoughtfully designed and quality benefits program to meet the needs of our associates. As a Business Banker at First Citizens Bank you will carry on our tradition of developing and expanding relationships with business owners in your community to help them meet their financial goals.
Senior Premier Banker Frisco Fields, DeNovo Wells Fargo & CoSenior Premier Banker Frisco Fields, DeNovoFrisco, TXThey are accountable for execution of all applicable risk programs (Credit, Market, Financial Crimes, Operational, Regulatory Compliance), which includes effectively following and adhering to applicable Wells Fargo policies and procedures, appropriately fulfilling risk and compliance obligations, timely and effective escalation and remediation of issues, and making sound risk decisions. This role grows, deepens, and manages relationships with affluent customers and those with more complex financial needs, serving as their primary point of contact for banking products and services through scheduled appointments, lobby engagement, and proactive outreach.
Senior Premier Banker Greater San Francisco Wells Fargo BankSenior Premier Banker Greater San FranciscoIrving, CaliforniaThey are accountable for execution of all applicable risk programs (Credit, Market, Financial Crimes, Operational, Regulatory Compliance), which includes effectively following and adhering to applicable Wells Fargo policies and procedures, appropriately fulfilling risk and compliance obligations, timely and effective escalation and remediation of issues, and making sound risk decisions. This role grows, deepens, and manages relationships with affluent customers and those with more complex financial needs, serving as their primary point of contact for banking products and services through scheduled appointments, lobby engagement, and proactive outreach.
Relationship Banker Irving/Dallas District Wells Fargo & CoRelationship Banker Irving/Dallas DistrictFarmers Branch, TXThey are accountable for execution of all applicable risk programs (Credit, Market, Financial Crimes, Operational, Regulatory Compliance), which includes effectively following and adhering to applicable Wells Fargo policies and procedures, appropriately fulfilling risk and compliance obligations, timely and effective escalation and remediation of issues, and making sound risk decisions. Lead discovery‑driven conversations to understand customer goals and deliver tailored banking and credit strategies that strengthen relationships, increase retention, and drive balanced growth across deposits, lending, and investments.
Senior Premier Banker 24th & Irving Wells Fargo BankSenior Premier Banker 24th & IrvingIrving, CaliforniaThey are accountable for execution of all applicable risk programs (Credit, Market, Financial Crimes, Operational, Regulatory Compliance), which includes effectively following and adhering to applicable Wells Fargo policies and procedures, appropriately fulfilling risk and compliance obligations, timely and effective escalation and remediation of issues, and making sound risk decisions. This role grows, deepens, and manages relationships with affluent customers and those with more complex financial needs, serving as their primary point of contact for banking products and services through scheduled appointments, lobby engagement, and proactive outreach.
Universal Banker I MetroCity Bankshares, Inc.Universal Banker ICarrollton, TXExhibits adequate knowledge of the following: CIP, Account Risk Assessment, Customer Due Diligence, CTR, OFAC, Cash purchase of monetary instruments, Originating Bank, Beneficiary Bank, TIN, NRA, HIDTA, HIFCA and SAR. Overview: Provides services for branch customers such as teller transactions, opening new accounts, changing addresses, and handling customer inquiries as needed.
Private Banking Banker III Origin BankPrivate Banking Banker IIIDallas, TexasA.) from four-year college or university preferably in Finance, Business, Accounting or related field; minimum ten years strong performance in client relations, private banking, investments, or sales experience; working knowledge of federal/state laws related to banking/lending practices; or equivalent combination of education and experience. Develops new-to-bank business relationships, as well as cross-marketing/needs fulfillment for existing clients, through segment-based sales plans to achieve revenue growth targets and maximize operating capabilities and profitability by performing the following duties.
Middle Market Banker Hancock Whitney CorpMiddle Market BankerKirby - Houston, TXImplements a disciplined contact schedule to promote client satisfaction, retain existing clients, attract long term profitable customer relationships, and become the clients trusted financial partner through needs based solutions. Routinely monitors loan portfolio's credit quality status to ensure loans are current and conform to terms; quickly identifies and manages risks to minimize impact.
Relationship Banker - Garland Rockwall Market - Rowlett, TX JPMorgan Chase & CoRelationship Banker - Garland Rockwall Market - Rowlett, TXRowlett, TXYou will take a lead role in acquiring, managing, and retaining meaningful relationships with clients, using your financial knowledge to offer thoughtful solutions to help address their financial needs and make their lives easier, contributing to the success of the branch. Your continued employment in this position with JPMorganChase is contingent upon compliance with the SAFE Act, including successful registration immediately after your start date, and timely completion of annual renewal and required updates thereafter.
Part Time (20 Hours) Associate Banker, Forest and Greenville Branch, Dallas, TX JPMorgan Chase & CoPart Time (20 Hours) Associate Banker, Forest and Greenville Branch, Dallas, TXDallas, TXCreate a welcoming environment by delivering attentive and friendly service by greeting clients as they enter the branch, making them feel heard and cared for, leveraging a tablet to manage lobby traffic, check clients into the waiting queue, and schedule/cancel client meetings. Educate and assist clients with day-to-day banking transactions including the usage of technology self-service options such as leveraging the Chase Mobile App, Chase.com, and ATMs can help them with their banking needs whenever, wherever, and however they want.
Private Client Banker - Preston & Dilbeck ,Dallas, TX JPMorgan Chase & CoPrivate Client Banker - Preston & Dilbeck ,Dallas, TXDallas, TXBeginning Oct. 1, 2018, if you are not currently registered, the Securities Industry Essential (SIE) exam, FINRA Series 6/7, state registration (including 63 or 66 if required) and Life licenses are required - or must be successfully completed within 180 days of starting the role. You have a passion for taking care of our customers and employees and making them feel welcomed and valued by building lasting relationships, doing the right thing, exceeding expectations and having a strong commitment to diversity and inclusion.
U.S. Private Bank - Private Banker - Vice President JPMorgan Chase & CoU.S. Private Bank - Private Banker - Vice PresidentDallas, TXOur history spans over 200 years and today we are a leader in investment banking, consumer and small business banking, commercial banking, financial transaction processing and asset management. JPMorganChase, one of the oldest financial institutions, offers innovative financial solutions to millions of consumers, small businesses and many of the world's most prominent corporate, institutional and government clients under the J.P.
U.S. Private Bank - Private Banker - Executive Director JPMorgan Chase & CoU.S. Private Bank - Private Banker - Executive DirectorDallas, TXOur history spans over 200 years and today we are a leader in investment banking, consumer and small business banking, commercial banking, financial transaction processing and asset management. JPMorganChase, one of the oldest financial institutions, offers innovative financial solutions to millions of consumers, small businesses and many of the world's most prominent corporate, institutional and government clients under the J.P.
Associate Relationship Banker - Plano Market - Plano, Tx. JPMorgan Chase & CoAssociate Relationship Banker - Plano Market - Plano, Tx.Plano, TXYou will welcome and assist clients that walk into our branches using your financial knowledge to offer thoughtful solutions to help address their financial needs and make their lives easier, contributing to the success of the branch. Your continued employment in this position with JPMorganChase is contingent upon compliance with the SAFE Act, including successful registration immediately after your start date, and timely completion of annual renewal and required updates thereafter.
Part Time (30 Hours) Associate Banker, Walnut Hill and Monroe Branch, Dallas, TX Bilingual Spanish Required JPMorgan Chase & CoPart Time (30 Hours) Associate Banker, Walnut Hill and Monroe Branch, Dallas, TX Bilingual Spanish RequiredDallas, TXCreate a welcoming environment by delivering attentive and friendly service by greeting clients as they enter the branch, making them feel appreciated, managing lobby traffic, checking clients into the waiting queue, and scheduling/canceling client meetings. Build meaningful relationships with clients by actively listening, asking thoughtful questions, demonstrating empathy, and sharing product knowledge and solutions - introducing them to our team of experts to help achieve their financial goals.
Hiring Event - Part Time (30 Hours) Associate Banker E Dallas E Texas Bilingual Spanish Preferred JPMorgan Chase & CoHiring Event - Part Time (30 Hours) Associate Banker E Dallas E Texas Bilingual Spanish PreferredMesquite, TXCreate a welcoming environment by delivering attentive and friendly service by greeting clients as they enter the branch, making them feel appreciated, managing lobby traffic, checking clients into the waiting queue, and scheduling/canceling client meetings. Build meaningful relationships with clients by actively listening, asking thoughtful questions, demonstrating empathy, and sharing product knowledge and solutions introducing them to our team of experts to help achieve their financial goals.
Commercial Banker- Emerging Middle Market- Vice President JPMorgan Chase & CoCommercial Banker- Emerging Middle Market- Vice PresidentPlano, TXJPMorganChase, one of the oldest financial institutions, offers innovative financial solutions to millions of consumers, small businesses and many of the world's most prominent corporate, institutional and government clients under the J.P. Our history spans over 200 years and today we are a leader in investment banking, consumer and small business banking, commercial banking, financial transaction processing and asset management.
Commercial Banker Hancock Whitney CorpCommercial BankerKirby - Houston, TXImplements a disciplined contact schedule to promote client satisfaction, retain existing clients, attract long term profitable customer relationships, and become the clients trusted financial partner through needs based solutions. Routinely monitors loan portfolio's credit quality status to ensure loans are current and conform to terms; quickly identifies and manages risks to minimize impact.
Relationship Banker - Glade & Heritage - Colleyville, TX. JPMorgan Chase & CoRelationship Banker - Glade & Heritage - Colleyville, TX.Colleyville, TXYou will take a lead role in acquiring, managing, and retaining meaningful relationships with clients, using your financial knowledge to offer thoughtful solutions to help address their financial needs and make their lives easier, contributing to the success of the branch. Your continued employment in this position with JPMorganChase is contingent upon compliance with the SAFE Act, including successful registration immediately after your start date, and timely completion of annual renewal and required updates thereafter.
NewRelationship Banker - Highland Ranch Texas Branch - Flower Mound, TX. JPMorgan Chase & CoRelationship Banker - Highland Ranch Texas Branch - Flower Mound, TX.Flower Mound, TXYou will take a lead role in acquiring, managing, and retaining meaningful relationships with clients, using your financial knowledge to offer thoughtful solutions to help address their financial needs and make their lives easier, contributing to the success of the branch. Your continued employment in this position with JPMorganChase is contingent upon compliance with the SAFE Act, including successful registration immediately after your start date, and timely completion of annual renewal and required updates thereafter.
NewPart Time (20 Hours) Associate Banker, Lake Forest and Eldorado Branch, McKinney, TX JPMorgan Chase & CoPart Time (20 Hours) Associate Banker, Lake Forest and Eldorado Branch, McKinney, TXMcKinney, TXCreate a welcoming environment by delivering attentive and friendly service by greeting clients as they enter the branch, making them feel heard and cared for, leveraging a tablet to manage lobby traffic, check clients into the waiting queue, and schedule/cancel client meetings. Educate and assist clients with day-to-day banking transactions including the usage of technology self-service options such as leveraging the Chase Mobile App, Chase.com, and ATMs can help them with their banking needs whenever, wherever, and however they want.
NewPart Time (20 Hours) Associate Banker, DNT and Frontier Branch, Prosper, TX JPMorgan Chase & CoPart Time (20 Hours) Associate Banker, DNT and Frontier Branch, Prosper, TXProsper, TXCreate a welcoming environment by delivering attentive and friendly service by greeting clients as they enter the branch, making them feel heard and cared for, leveraging a tablet to manage lobby traffic, check clients into the waiting queue, and schedule/cancel client meetings. Educate and assist clients with day-to-day banking transactions including the usage of technology self-service options such as leveraging the Chase Mobile App, Chase.com, and ATMs can help them with their banking needs whenever, wherever, and however they want.
Small Business Banker Simmons BankSmall Business BankerDallas, TXThe position also helps prospect locally for new large small business clients, partners closely with Financial Center Managers, retail bankers, and business line partners, and uses available capacity to support local FCMs with complex small business opportunities. This position plays a critical role in the bank's transition from a transaction-focused model to a deposit gathering and small business growth model, acting as the primary point of contact for larger small business clients and a consultative resource for branch teams.
Part Time (20 Hours) Associate Banker, MacArthur Park Branch, Irving, TX JPMorgan Chase & CoPart Time (20 Hours) Associate Banker, MacArthur Park Branch, Irving, TXIrving, TXCreate a welcoming environment by delivering attentive and friendly service by greeting clients as they enter the branch, making them feel heard and cared for, leveraging a tablet to manage lobby traffic, check clients into the waiting queue, and schedule/cancel client meetings. Educate and assist clients with day-to-day banking transactions including the usage of technology self-service options such as leveraging the Chase Mobile App, Chase.com, and ATMs can help them with their banking needs whenever, wherever, and however they want.
Relationship Banker - Frisco/Denton Market JPMorgan Chase & CoRelationship Banker - Frisco/Denton MarketProsper, TXYou will take a lead role in acquiring, managing, and retaining meaningful relationships with clients, using your financial knowledge to offer thoughtful solutions to help address their financial needs and make their lives easier, contributing to the success of the branch. Your continued employment in this position with JPMorganChase is contingent upon compliance with the SAFE Act, including successful registration immediately after your start date, and timely completion of annual renewal and required updates thereafter.
Private Client Banker - Trinity Branch - Dallas, TX JPMorgan Chase & CoPrivate Client Banker - Trinity Branch - Dallas, TXDallas, TXBeginning Oct. 1, 2018, if you are not currently registered, the Securities Industry Essential (SIE) exam, FINRA Series 6/7, state registration (including 63 or 66 if required) and Life licenses are required - or must be successfully completed within 180 days of starting the role. You have a passion for taking care of our customers and employees and making them feel welcomed and valued by building lasting relationships, doing the right thing, exceeding expectations and having a strong commitment to diversity and inclusion.
Part Time (20 Hours) Associate Banker, Colleyville Branch, Colleyville, TX. JPMorgan Chase & CoPart Time (20 Hours) Associate Banker, Colleyville Branch, Colleyville, TX.Colleyville, TXCreate a welcoming environment by delivering attentive and friendly service by greeting clients as they enter the branch, making them feel heard and cared for, leveraging a tablet to manage lobby traffic, check clients into the waiting queue, and schedule/cancel client meetings. Educate and assist clients with day-to-day banking transactions including the usage of technology self-service options such as leveraging the Chase Mobile App, Chase.com, and ATMs can help them with their banking needs whenever, wherever, and however they want.
Private Client Banker - Hillside Dallas Branch - Dallas, TX JPMorgan Chase & CoPrivate Client Banker - Hillside Dallas Branch - Dallas, TXDallas, TXBeginning Oct. 1, 2018, if you are not currently registered, the Securities Industry Essential (SIE) exam, FINRA Series 6/7, state registration (including 63 or 66 if required) and Life licenses are required - or must be successfully completed within 180 days of starting the role. You have a passion for taking care of our customers and employees and making them feel welcomed and valued by building lasting relationships, doing the right thing, exceeding expectations and having a strong commitment to diversity and inclusion.
Part Time (20 Hours) Associate Banker, Legacy West Branch, Plano, TX JPMorgan Chase & CoPart Time (20 Hours) Associate Banker, Legacy West Branch, Plano, TXPlano, TXCreate a welcoming environment by delivering attentive and friendly service by greeting clients as they enter the branch, making them feel appreciated, managing lobby traffic, checking clients into the waiting queue, and scheduling/canceling client meetings. Build meaningful relationships with clients by actively listening, asking thoughtful questions, demonstrating empathy, and sharing product knowledge and solutions - introducing them to our team of experts to help achieve their financial goals.
NewRelationship Banker- Hebron Pkwy & Josey , Carrollton, TX JPMorgan Chase & CoRelationship Banker- Hebron Pkwy & Josey , Carrollton, TXCarrollton, TXYou will take a lead role in acquiring, managing, and retaining meaningful relationships with clients, using your financial knowledge to offer thoughtful solutions to help address their financial needs and make their lives easier, contributing to the success of the branch. Your continued employment in this position with JPMorganChase is contingent upon compliance with the SAFE Act, including successful registration immediately after your start date, and timely completion of annual renewal and required updates thereafter.
NewRelationship Banker-Walnut Hill and Skillman, Dallas, TX JPMorgan Chase & CoRelationship Banker-Walnut Hill and Skillman, Dallas, TXDallas, TXYou will take a lead role in acquiring, managing, and retaining meaningful relationships with clients, using your financial knowledge to offer thoughtful solutions to help address their financial needs and make their lives easier, contributing to the success of the branch. Your continued employment in this position with JPMorganChase is contingent upon compliance with the SAFE Act, including successful registration immediately after your start date, and timely completion of annual renewal and required updates thereafter.
SVP Commercial Banker I Bank OZKSVP Commercial Banker ISouthlake, TexasFull timeBasic Qualifications: Bachelor’s degree in finance, business, or related field preferred; in lieu of bachelor’s degree, high school diploma or equivalent, plus 1+ years of relevant lending, sales, or business development experience, required. Ability to work effectively and efficiently both as part of a team and independently, while demonstrating effective interpersonal skills with all levels of management and with internal and external stakeholders.
Banking Relationship Specialist (Senior Relationship Banker) Bank OZKBanking Relationship Specialist (Senior Relationship Banker)Dallas, TexasFull timeJob Purpose & Scope: Responsible for providing sales leadership and coaching to team members, utilizing knowledge of banking products and services to build professional relationships with customers and prospects, and engaging in meaningful conversations regarding their financial needs and goals. Knowledge, Skills & Abilities: Knowledge of bank products and services (e.g., online banking, mobile banking applications, banking cards).
Hospitals, Higher Education & Government Banker II Truist Financial CorpHospitals, Higher Education & Government Banker IIDallas, TXAssume responsibility for the profitability, quality, liquidity, and growth of the assigned Hospitals, Higher Education & Government portfolio by ensuring the servicing of all client credit relationships, including credit proposal write-ups, file documentation, legal documentation, compliance, and loan closings, identifying potential portfolio weaknesses, and managing problems/delinquent credit relationships. Lead and integrate all banking partner functions with your portfolio in the local market by collaborating with various partners including Public Finance, Industry Consultants, Wholesale Payments, Credit Delivery, Wealth, and Risk partners to execute on HHG growth strategies.
Senior Lead Wealth Management Banker (HNW / Executive Wealth Solutions) (SAFE) Wells Fargo & CoSenior Lead Wealth Management Banker (HNW / Executive Wealth Solutions) (SAFE)Dallas, TX$185,000–$300,000 / yearThey are accountable for execution of all applicable risk programs (Credit, Market, Financial Crimes, Operational, Regulatory Compliance), which includes effectively following and adhering to applicable Wells Fargo policies and procedures, appropriately fulfilling risk and compliance obligations, timely and effective escalation and remediation of issues, and making sound risk decisions. Executive Wealth Solutions within Banking, Lending & Trust (BL&T) provides integrated banking, lending, and fiduciary services to high-net-worth clients, senior executives, business owners, and professional services leaders.