PNC Financial Services GroupNewBanking Advisor III - PNC Private Bank PNC Financial Services GroupBanking Advisor III - PNC Private BankAustin, TXIn addition, PNC generally provides the following paid time off, depending on your eligibility: maternity and/or parental leave; up to 11 paid holidays each year; 9 occasional absence days each year, unless otherwise required by law; between 15 to 25 vacation days each year, depending on career level; and years of service. PNC Employees take pride in our reputation and to continue building upon that we expect our employees to be: Customer Focused - Knowledgeable of the values and practices that align customer needs and satisfaction as primary considerations in all business decisions and able to leverage that information in creating customized customer solutions.
YourHireNewCustomer Service Banking - Award Winning Best Place to Work YourHireCustomer Service Banking - Award Winning Best Place to WorkAustin, TXProvide service to bank customers by conducting appropriate transactions and meeting the needs of customers by referring them to appropriate departments in the bank. Receive checking and savings deposits: verify cash and endorsements, receive proper identification for cash back, and issue receipts of deposit.
Cullen/Frost Bankers IncPrivate Banking Officer II Cullen/Frost Bankers IncPrivate Banking Officer IIAustin, TX$1.50–$5 / hourSomeone who enjoys seeking out and fostering long-standing relationships with affluent market clients, supporting moderately complex financial circumstances, and providing exceptional personal financial advice?. What youll do: Develop, manage, retain and expand client relationships within the affluent to high net worth markets (clients with $1.5-5 million in investable assets).
Western Alliance BancorpAssistant Vice President, Portfolio Management - Innovation Banking Western Alliance BancorpAssistant Vice President, Portfolio Management - Innovation BankingAustin, TX$121,870–$150,546 / yearCoordinate processing of approved loans; ensure loans are processed according to agreement, customer needs and conform to Bank lending policies; obtain sufficient information and/or documentation from customers; assist in solving problems relative to processing and servicing of loans within the Relationship Managers portfolio. What youll do: As an AVP, Portfolio Manager - Technology Banking, youll be responsible for analyzing, structuring, underwriting, and coordinating the closing of major and complex loans in compliance with the Banks lending policies and procedures.
FRONTIER BANK OF TEXASCommunity Banking Representative FRONTIER BANK OF TEXASCommunity Banking RepresentativeElgin, TXPerforms job functions in compliance with all Bank policies and federal, state, and local laws and regulations as applicable to the position, including, but not limited to BSA/AML (Bank Security Act/Anti-Money Laundering), OFAC (Office of Foreign Assets Control) and GLBA/privacy rules (Gramm-Leach-Bliley Act). Eager to learn and master how to sell our advanced Digital Banking solutions, including all our top-rated Treasury Management products, mobile, online, debit cards, credit cards, and related services.
Farm Credit Bank of TexasDigital Banking Product Manager Farm Credit Bank of TexasDigital Banking Product ManagerAustin, TexasWhile you may not be familiar with our name, Farm Credit Bank of Texas plays a critical role in supporting the businesses that make it possible for America to maintain access to an affordable and safe food supply, an industry which is one of the most innovative and evolving of our time. And while you help us deliver on our mission, we deliver on our commitment to you as a valued employee by providing competitive compensation, generous health and wellness benefits packages and an attractive workplace located along the bluffs of the Colorado River just minutes west of downtown Austin.
Agicap UK LtdPre-Sales & Banking Connectivity Specialist Agicap UK LtdPre-Sales & Banking Connectivity SpecialistAustin, TX$150,000–$200,000 / yearLead or support technical configuration of SFTP, H2H, and SWIFT connections across US banks, including large nationals (JPMorgan, Bank of America, Wells Fargo, Citi) and smaller regional institutions (Note: as Agicap US scales, hands-on configuration work is expected to transition to a dedicated implementation resource - candidates will be set expectations accordingly). Beyond your direct involvement in deals, you''ll play a meaningful enablement role: coaching and upskilling the sales team on treasury workflows, demo delivery, and banking connectivity concepts so that Agicap''s overall go-to-market capability compounds over time.
Bank OZKConsumer Banking Relationship Specialist (Relationship Banker) Bank OZKConsumer Banking Relationship Specialist (Relationship Banker)Lakeway, TXJob Purpose & Scope Responsible for utilizing knowledge of banking products and services to build professional relationships with customers and engaging in meaningful conversations regarding their financial needs and goals. 1+ year experience interacting with people and displaying excellent service skills, demonstrated through work, military and/or education, required.
Western Alliance BancorpVice President, Innovation Banking Western Alliance BancorpVice President, Innovation BankingAustin, TX$139,530–$172,360 / yearGather all information necessary to present a financing request to senior management or Loan Committee for approval; meet with new/potential customers; visit sites of loans; negotiate loan terms and conditions; refer and recommend acceptance to the Chief Credit Officer or Loan Committee. Coordinate processing of approved loans; ensure loans are processed according to agreement, customer needs and conform to Bank lending policies; obtain sufficient information and/or documentation from customers; solve problems relative to processing and servicing of loans within the Relationship Manager's portfolio.
MindriftSenior Customer Service Representative (Banking) - Freelance AI Trainer MindriftSenior Customer Service Representative (Banking) - Freelance AI TrainerAustin, TXWhile each project involves unique tasks, contributors may: Design and evaluate fee inquiry scenarios — verifying that fee amounts and category names match the bank's disclosed fee schedule exactly, and flagging cases where the system charge and the schedule diverge; Write statement clarification test cases that require distinguishing a descriptor-mapping question from a real fraud claim, and routing each correctly; Create autopay setup scenarios with deliberate traps: incorrect payee, insufficient-funds policy, wrong draft date, or missing confirmation steps; Build statement reprint cases that test realistic timing communication — including archived statements, fee citation, and the difference between self-service and manual retrieval channels; Develop beneficiary update scenarios that probe when a routine POD change crosses into ERISA/spousal-consent territory and requires specialist routing; Design card replacement cases with time-sensitive card-block urgency, fraud-signal recognition, interim mobile-wallet guidance, and delivery option trade-offs; Author account closure scenarios testing retention-offer eligibility logic, pending-transaction checks, and refusal to extend offers to ineligible customers; Write fraud claim warm-handoff cases — immediate card block, intake information capture, Regulation E clock awareness, and clean transfer to the disputes team; Grade responses on both factual accuracy and conversational tone: empathy under pressure, voice vs. Mindrift connects specialists with project-based AI opportunities for leading tech companies, focused on testing, evaluating, and improving AI systems.
Prosperity BankBanking Center President (Full Time) - Georgetown Prosperity BankBanking Center President (Full Time) - GeorgetownGeorgetown, TXEnsures that proper maintenance and general housekeeping of the building, grounds, work areas, desks, and equipment is carried out, including snow and ice removal. Mathematics Ability: Ability to compute discount, interest, profit, and loss; commission markup and selling price; and ratio, proportion, and percentage.
Glacier Bancorp IncNewCorporate Fair & Responsible Banking Analyst-Loan Review Glacier Bancorp IncCorporate Fair & Responsible Banking Analyst-Loan ReviewAustin, TX$75,663.07–$113,494.60 / yearStrong knowledge of Fair Lending regulations is required: Home Mortgage Disclosure Act, Equal Credit Opportunity Act, Fair Housing Act, Service Members Civil Relief Act, Fair Debt Collection Practices Act, Fair Credit Reporting Act, Truth In Lending Act, Unfair Deceptive or Abusive Acts or Practices, Real Estate Settlement Procedures Act, Mortgage Acts and Practices. Key responsibilities include fair lending and compliance reviews, lead FARB's risk assessment program, and the oversight of FARB-related models and non-model tools in partnership with analysts, ERM-Model Risk Management, and other stakeholders.
Hilltop Holdings IncCommercial Banking Relationship Manager - Austin Hilltop Holdings IncCommercial Banking Relationship Manager - AustinAustin, TXPlainsCapital Bank ranks sixth among the largest banks headquartered in Texas by deposits and has a statewide presence with approximately 55 locations in markets such as Austin, the Coastal Bend, Dallas, Fort Worth, Houston, Lubbock, the Rio Grande Valley, and San Antonio. PlainsCapital Bank conducts both commercial and consumer banking, providing a full suite of commercial banking products and services to fit any business model and convenient services, personal attention, and account features to help simplify managing personal finances.
Zions Bancorporation NABusiness Banking Relationship Manager - Westlake/Austin, TX Zions Bancorporation NABusiness Banking Relationship Manager - Westlake/Austin, TXAustin, TXIn this role, you'll be the trusted advisor for a portfolio of business clients, driving growth, retention, and expansion while sourcing new relationships through referrals and strategic partnerships. Own and grow a portfolio of existing Business Banking clients, ensuring exceptional service and long-term retention.
Zions Bancorporation NABusiness Banking Relationship Manager - Austin Lead Zions Bancorporation NABusiness Banking Relationship Manager - Austin LeadAustin, TXEssential Functions: Own Your Portfolio: Manage and grow a portfolio of business banking clients while sourcing new relationships through referrals and networking. Lead Your Team: Provide guidance, coaching, and performance management for 2-3 team members, fostering a collaborative and high-performing environment.
Accenture PlcAgentic Commerce Manager | Banking Accenture PlcAgentic Commerce Manager | BankingAustin, TXYou will work across strategy, digital experience, content, platform integration, and data teams to help clients improve how their financial products show up across search, AI interfaces, and partner ecosystems, while ensuring readiness for agent-mediated interactions. As banking journeys evolve beyond traditional digital channels, organizations must rethink how their products, content, platforms, and data are structured to operate within AI-driven and ecosystem-based environments.
GIA Legacy Planning🚨 NOW HIRING: Licensed Insurance Agent – Mentorship Track to Become an Infinite Banking Specialist 🚨 GIA Legacy Planning🚨 NOW HIRING: Licensed Insurance Agent – Mentorship Track to Become an Infinite Banking Specialist 🚨Round Rock, TexasRemoteAt GIA Legacy Planning, we empower agents with training and mentorship to become trusted advisors in cash flow banking, generational wealth planning, and tax-free retirement using life insurance. Are you curious about Infinite Banking, tax-free wealth strategies, and how to create real financial impact for families?.
First Citizens BancShares IncRelationship Advisor II- Technology Banking First Citizens BancShares IncRelationship Advisor II- Technology BankingAustin, TXFirst Citizens offers an array of general banking services including a network of more than 550 branches in 23 states and commercial banking expertise delivering best-in-class lending, leasing and other financial services coast to coast. Manages internal Know Your Client KYC for new client onboardings, articulating BSA / AML requirements to client based on legal entity type; supports clients in triaging additional information needed to satisfy regulatory requirements.
PNC BankBanking Advisor III - PNC Private Bank PNC BankBanking Advisor III - PNC Private BankAustin, TexasIn addition, PNC generally provides the following paid time off, depending on your eligibility: maternity and/or parental leave; up to 11 paid holidays each year; 9 occasional absence days each year, unless otherwise required by law; between 15 to 25 vacation days each year, depending on career level; and years of service. PNC Employees take pride in our reputation and to continue building upon that we expect our employees to be: Customer Focused - Knowledgeable of the values and practices that align customer needs and satisfaction as primary considerations in all business decisions and able to leverage that information in creating customized customer solutions.
Texas Capital Bancshares IncFP&A Lead - Consumer & Digital Banking Texas Capital Bancshares IncFP&A Lead - Consumer & Digital BankingAustin, TXHeadquartered in Dallas with offices in Austin, Fort Worth, Houston, Richardson, Plano and San Antonio, Texas Capital was recently named Best Regional Bank in 2024 by Bankrate and was named to The Dallas Morning News' Dallas-Fort Worth metroplex Top Workplaces 2023 and GoBankingRate's 2023 list of Best Regional Banks. Work closely and partner with key functional areas and leadership teams across the organization (Lines of Business, Enterprise Finance, Accounting, Investor Relations, Corporate Treasury, and Human Resources) to understand key business trends and identify opportunities to improve financial performance.
Texas Capital BankFP&A Lead – Consumer & Digital Banking Texas Capital BankFP&A Lead – Consumer & Digital BankingAustin, TexasHeadquartered in Dallas with offices in Austin, Fort Worth, Houston, Richardson, Plano and San Antonio, Texas Capital was recently named Best Regional Bank in 2024 by Bankrate and was named to The Dallas Morning News’ Dallas-Fort Worth metroplex Top Workplaces 2023 and GoBankingRate’s 2023 list of Best Regional Banks. Work closely and partner with key functional areas and leadership teams across the organization (Lines of Business, Enterprise Finance, Accounting, Investor Relations, Corporate Treasury, and Human Resources) to understand key business trends and identify opportunities to improve financial performance.
Accenture PlcRetail Banking Manager Accenture PlcRetail Banking ManagerAustin, TXIn Strategy & Consulting, we work with C-suite executives, leaders, and boards of the world's leading organizations, helping them reinvent every part of their enterprise to drive greater growth, enhance competitiveness, implement operational improvements, reduce cost, deliver sustainable 360° stakeholder value, and set a new performance frontier for themselves and the industry in which they operate. Accenture is a leading global professional services company that helps the world's leading businesses, governments, and other organizations build their digital core, optimize their operations, accelerate revenue growth, and enhance citizen services-creating tangible value at speed and scale.
JPMorgan Chase & CoRelationship Executive - Mid-Corporate Banking - Executive Director JPMorgan Chase & CoRelationship Executive - Mid-Corporate Banking - Executive DirectorAustin, 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. Your role involves growing and retaining profitable relationships within the Mid-Corporate Banking target market, which typically includes companies with annual revenues ranging from $100 million to $2 billion.
JPMorgan Chase & CoRelationship Executive - Technology Fintech & Payments Banking - Executive Director JPMorgan Chase & CoRelationship Executive - Technology Fintech & Payments Banking - Executive DirectorAustin, TXAs a Relationship Executive on the Technology Fintech & Payments Banking team, you will be responsible for growing and retaining profitable relationships within the Commercial & Specialized Industries group specializing in Technology Fintech & Payments Banking. 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.
PricewaterhouseCoopers LLPCore Banking System Architect - Director PricewaterhouseCoopers LLPCore Banking System Architect - DirectorAustin, TX12+ years of experience in core banking architecture, design, and solution delivery, including hands-on experience with major core banking platforms (e.g., Temenos T24, Infosys Finacle, FIS, Oracle FLEXCUBE). You will work closely with clients, stakeholders, and PwC professionals to architect scalable, secure, and resilient core banking platforms that support business growth and regulatory requirements.
Accenture PlcCommercial Banking Manager Accenture PlcCommercial Banking ManagerAustin, TXAccenture is a leading global professional services company that helps the world's leading businesses, governments, and other organizations build their digital core, optimize their operations, accelerate revenue growth, and enhance citizen services-creating tangible value at speed and scale. We bring together strategic visionaries, industry experts, practitioners from across every enterprise function, business intelligence professionals, change specialists, data and AI authorities, and many other specialized skills to co-create each client's unique path to reinvention.
Fifth Third BankBusiness Banking Relationship Manager II (Austin) Fifth Third BankBusiness Banking Relationship Manager II (Austin)Austin, TexasThe base salary for this position is reflective of the range of salary levels for all roles within this pay grade across the U.S. Individual salaries within this range will vary based on factors such as role, relevant skillset, relevant experience, education and geographic location. Attend community and/or specific industry forums, conferences and/or meetings in order to broaden relationship networks, referral sources and continually deepen knowledge of trends, practices, services and the competitive landscape.
Fifth Third BancorpBusiness Banking Relationship Manager II Fifth Third BancorpBusiness Banking Relationship Manager IIAustin, TXThe base salary for this position is reflective of the range of salary levels for all roles within this pay grade across the U.S. Individual salaries within this range will vary based on factors such as role, relevant skillset, relevant experience, education and geographic location. Attend community and/or specific industry forums, conferences and/or meetings in order to broaden relationship networks, referral sources and continually deepen knowledge of trends, practices, services and the competitive landscape.
PricewaterhouseCoopers LLPBanking & Capital Markets Tax Director PricewaterhouseCoopers LLPBanking & Capital Markets Tax DirectorAustin, TX$150,000–$438,000 / yearPwC does not intend to hire experienced or entry-level job seekers who will need, now or in the future, PwC sponsorship through the H-1B lottery, except as set forth within the following policy: https://pwc.to/H-1B-Lottery-Policy. As a Director you are expected to set the strategic direction, lead business development efforts, and oversee multiple projects while maintaining impactful executive-level client relations.
JPMorgan Chase & CoTransaction Development Manager- Global Banking- Vice President JPMorgan Chase & CoTransaction Development Manager- Global Banking- Vice PresidentAustin, TXYou will work across Commercial Banking, Global Corporate Banking, and Investment Banking to originate and advance opportunities across mergers and acquisitions and other private capital transaction scenarios for U.S.-based small and mid-cap private businesses up to $2 billion in enterprise value. 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.
JPMorgan Chase & CoTransaction Development Director- Global Banking- Executive Director JPMorgan Chase & CoTransaction Development Director- Global Banking- Executive DirectorAustin, TXYou will work across Commercial Banking, Global Corporate Banking, and Investment Banking to originate and advance opportunities across mergers and acquisitions and other private capital transaction scenarios for U.S.-based small and mid-cap private businesses up to $2 billion in enterprise value. 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.
PNC BankRelationship Manager II - Business Banking PNC BankRelationship Manager II - Business BankingAustin, TexasIn addition, PNC generally provides the following paid time off, depending on your eligibility: maternity and/or parental leave; up to 11 paid holidays each year; 9 occasional absence days each year, unless otherwise required by law; between 15 to 25 vacation days each year, depending on career level; and years of service. PNC Employees take pride in our reputation and to continue building upon that we expect our employees to be: Customer Focused - Knowledgeable of the values and practices that align customer needs and satisfaction as primary considerations in all business decisions and able to leverage that information in creating customized customer solutions.
Wise PlcSr. Banking Partnerships Manager Wise PlcSr. Banking Partnerships ManagerAustin, TX$155,000–$190,000 / yearAbility to structure and independently lead external relationships (e.g., banks, regulators, or vendors) and cross-functional projects, including executive-level verbal and written communications, sharp analytical and numerical aptitude and critical thinking skills, and the ability to apply these skills to go-deep on payments/regulatory topics, take thoughtful decisions and then build buy-in for key outcomes and action items with internal and external stakeholders across levels. Provide strategic support to Wise's efforts around operationalizing Bank / Trust licenses including managing OCC and Federal Reserve deliverables, managing delivery of pre-opening exam requirements in coordination with the Wise Bank management team and leading any banking relationships that the Wise Bank may need to deliver on its business plan.
Q2 Software, Inc.Digital Banking Operations Director Q2 Software, Inc.Digital Banking Operations DirectorAustin, TXThis is a high-impact role for a proven operations leader who thrives in complex environments, can architect scalable processes, and brings clarity and accountability to large-scale execution. Leadership & Executive Presence: Exceptional ability to partner with senior leaders, influence across functions, and drive alignment at the executive level.
The PNC Financial Services Group IncDigital Product Manager Lead Senior - Mobile & Online Banking Security The PNC Financial Services Group IncDigital Product Manager Lead Senior - Mobile & Online Banking SecurityAustin, TX$114,500–$202,150 / yearPNC Employees take pride in our reputation and to continue building upon that we expect our employees to be: Customer Focused - Knowledgeable of the values and practices that align customer needs and satisfaction as primary considerations in all business decisions and able to leverage that information in creating customized customer solutions. In addition, PNC generally provides the following paid time off, depending on your eligibility: maternity and/or parental leave; up to 11 paid holidays each year; 9 occasional absence days each year, unless otherwise required by law; between 15 to 25 vacation days each year, depending on career level; and years of service.
First Citizens BancShares IncSVB - Relationship Manager II, Tech & Healthcare Banking First Citizens BancShares IncSVB - Relationship Manager II, Tech & Healthcare BankingAustin, TXThe Relationship Management roles are responsible for acquiring, orchestrating, and growing entire client and ecosystem relationships while managing risk effectively; deepening relationships within the C-Suite; consulting on, and cross-selling, the entire SVB platform (i.e. Treasury Management to Debt financing to the Private Bank, etc.) to address client business and personal needs; orchestrating cross-functional SVB teams to optimize the client experience; and building real relationships to differentiate SVB with all key influencers in the market. Leverage knowledge about core banking products, platforms and services, to recommend appropriate solutions to meet client needs (SVB Go, financing solutions, private banking, wealth advisory, foreign exchange, payments, cards, cash management).
Under Technologies IncAdvisor, Startup Banking - Austin Under Technologies IncAdvisor, Startup Banking - AustinAustin, TXFoster strong collaboration with internal teams to ensure a smooth and efficient sales cycle from initial client engagement through to deal closure and onboarding new clients, while ensuring client satisfaction and long-term relationship building. You will work with Rho leaders and team members across the organization to deliver on our mission of making finance frictionless for organizations by promoting and implementing Rho's differentiated technology to mid-market clients.
Under Technologies IncFounding Banking GTM, Austin Under Technologies IncFounding Banking GTM, AustinAustin, TXFoster strong collaboration with internal teams to ensure a smooth and efficient sales cycle from initial client engagement through to deal closure and onboarding new clients, while ensuring client satisfaction and long-term relationship building. You will work with Rho leaders and team members across the organization to deliver on our mission of making finance frictionless for organizations by promoting and implementing Rho's differentiated technology to mid-market clients.
Texas Capital BankFintech Banking Relationship Manager – Executive Director Texas Capital BankFintech Banking Relationship Manager – Executive DirectorAustin, TexasHeadquartered in Dallas with offices in Austin, Fort Worth, Houston, Richardson, Plano and San Antonio, Texas Capital was recently named Best Regional Bank in 2024 by Bankrate and was named to The Dallas Morning News’ Dallas-Fort Worth metroplex Top Workplaces 2023 and GoBankingRate’s 2023 list of Best Regional Banks. Reporting within the Financial Industries Group (FIG), this relationship-driven role will partner across the bank and be accountable for expanding the Fintech coverage efforts and originating new business across our lending, investment banking, and treasury platforms.
Accenture PlcInvestment Banking Manager Accenture PlcInvestment Banking ManagerAustin, TXSynthesize client business and technology needs by evaluating a broad range of solutions, architectures, and operating models, selecting the most appropriate approaches to meet specific client requirements. You'll get to work with an amazing mix of world-class experts with access to the most robust portfolio of capabilities and ecosystem relationships in the industry, all while having unrestricted client access.
RhoFounding Startup Banking GTM, Austin RhoFounding Startup Banking GTM, AustinAustin, TexasFoster strong collaboration with internal teams to ensure a smooth and efficient sales cycle from initial client engagement through to deal closure and onboarding new clients, while ensuring client satisfaction and long-term relationship building. You will work with Rho leaders and team members across the organization to deliver on our mission of making finance frictionless for organizations by promoting and implementing Rho’s differentiated technology to mid-market clients.
The Charles Schwab CorpDirector of Product Management - Digital Banking Experiences (PL) The Charles Schwab CorpDirector of Product Management - Digital Banking Experiences (PL)Austin, TXYou will lead a team of product managers, partner deeply with technology, design, and bank business partners, and operate at a fast pace with high executive visibility to transform legacy experiences into scalable, intelligent, and compliant solutions across both client and advisor channels. This leader will play a central role in modernizing how banking is experienced at Schwab-reimagining client and advisor journeys, embedding AI-driven capabilities, and elevating the overall experience while maintaining the rigor required in a highly regulated environment.
The PNC Financial Services Group IncRelationship Manager II - Business Banking The PNC Financial Services Group IncRelationship Manager II - Business BankingAustin, TXIn addition, PNC generally provides the following paid time off, depending on your eligibility: maternity and/or parental leave; up to 11 paid holidays each year; 9 occasional absence days each year, unless otherwise required by law; between 15 to 25 vacation days each year, depending on career level; and years of service. PNC Employees take pride in our reputation and to continue building upon that we expect our employees to be: Customer Focused - Knowledgeable of the values and practices that align customer needs and satisfaction as primary considerations in all business decisions and able to leverage that information in creating customized customer solutions.
Salesforce IncAccount Partner Director - Strategic Banking & Insurance Salesforce IncAccount Partner Director - Strategic Banking & InsuranceAustin, TXYour Impact Drive thoughtful, strategic and enterprise level strategy for our most ambitious customers Facilitate qualification, deal cycle participation, account reviews and value assessments Accountable for bookings, revenue, margin, CSAT, and value delivered Enable smooth transition and partnership into our delivery team with effective margins, staffing plans, approach and Salesforce methodology Act as a trusted advisor to our customers to accelerate value and improve customer outcomes Pilot awareness within a micro-vertical to develop repeatable motions Serve as a key SME, leader, and services consultant to our sales teams Serve as the liaison between internal and external teams Required Qualifications 8+ years of experience owning or leading a book-of-business within Enterprise Financial Services 8+ years of experience working within a consulting landscape Experience selling professional services related to digital transformation Experience driving a strategic motion, including value propositions, execution planning, teaming and outcomes based engagements Capable of building assets from scratch including marketing, sales and strategy solutions Experience with global procurement leads to settle pricing and deal strategy Skilled in maneuvering and working with the C-Suite during a strategy cycle Background in delivering critical initiatives and/or programs for a firm-based model or product company * Degree or equivalent confirmed experience required. As a critical member of the Go To Market (GTM) and Professional Services team, you are responsible for building relationships with our license sales and extended functional teams (such as product, success managers, creative teams, legal, delivery and more) to understand, evaluate and strategically counsel our internal teams and customers on programs to complete their vision and goals.
Frost BankPrivate Banking Officer II Frost BankPrivate Banking Officer IIAustin, TexasSomeone who enjoys seeking out and fostering long-standing relationships with affluent market clients, supporting moderately complex financial circumstances, and providing exceptional personal financial advice?. Develop, manage, retain and expand client relationships within the affluent to high net worth markets (clients with $1.5-5 million in investable assets).
The Charles Schwab CorpScrum Master Banking Technology The Charles Schwab CorpScrum Master Banking TechnologyAustin, TXOur Banking Technology organization partners closely with Charles Schwab Bank to deliver innovative, reliable technology solutions that support critical banking products and services across Lending and Mortgage domains. What You'll Do: As a Scrum Master within Banking Technology, you'll play a key role in enabling high-performing agile teams and supporting the delivery of high-quality, impactful solutions.
First Citizens BankRelationship Advisor II- Technology Banking First Citizens BankRelationship Advisor II- Technology BankingAustin, TexasFirst Citizens offers an array of general banking services including a network of more than 550 branches in 23 states and commercial banking expertise delivering best-in-class lending, leasing and other financial services coast to coast. Manages internal Know Your Client “KYC” for new client onboardings, articulating BSA / AML requirements to client based on legal entity type; supports clients in triaging additional information needed to satisfy regulatory requirements.
RhoAdvisor, Startup Banking - Austin RhoAdvisor, Startup Banking - AustinAustin, TexasFoster strong collaboration with internal teams to ensure a smooth and efficient sales cycle from initial client engagement through to deal closure and onboarding new clients, while ensuring client satisfaction and long-term relationship building. You will work with Rho leaders and team members across the organization to deliver on our mission of making finance frictionless for organizations by promoting and implementing Rho’s differentiated technology to mid-market clients.
Bank of AmericaBusiness Banking Senior Relationship Manager - Austin Market Bank of AmericaBusiness Banking Senior Relationship Manager - Austin MarketAustin, Texas$20–$50 / yearCollaborates with local market stakeholders and teammates throughout the bank, including Investment Banking, Foreign Exchange, and Wealth Management and facilitates client relationships with Product Specialists in Credit, Treasury Management, and Merchant Services in order to design and deliver financial solutions to clients and prospects. Leads and facilitates dialogue with a variety of complex clients and prospects regarding topics such as the client and prospect industry, alternative capital structures, and general business issues.
Regions Financial CorpCredit Products Commercial Portfolio Manager - Government & Institutional Banking Regions Financial CorpCredit Products Commercial Portfolio Manager - Government & Institutional BankingAustin, TXThe Portfolio Manager partners closely with Regions' relationship managers to execute on the Bank's commercial loan origination strategy by working directly with Regions' prospects, clients, and centers of influence to develop optimal financing structures to address borrowing needs. Executes on the Bank's commercial loan origination strategy by working directly with Regions' prospects, clients, and centers of influence to develop optimal financing structures to address borrowing needs.