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Reposted 2 Months AgoSaved
In-Office
Richardson, TX, USA
Senior level
Senior level
Fintech
Develop and execute the Finance & Risk analytics roadmap, create interactive analytics applications, and communicate findings to executive leadership while collaborating with data engineers.
Top Skills: Bi PlatformsPositPythonSnowflakeSQLStreamlit
2 Months AgoSaved
In-Office
2 Locations
Senior level
Senior level
Fintech
Manage a portfolio of small business clients through relationship management, credit analysis, loan origination, deposit growth and cross-selling. Conduct regular client meetings, prepare tailored product proposals, ensure audit-ready credit files and regulatory compliance, meet revenue and retention targets, and collaborate with internal teams to structure solutions.
2 Months AgoSaved
In-Office
5 Locations
Senior level
Senior level
Fintech
Manage and grow a portfolio of small business clients through relationship management, credit assessment, and cross-selling. Conduct regular client meetings, analyze financial statements and cash flow, prepare tailored product proposals, ensure regulatory/compliance readiness, document activity in CRM, and meet loan origination, deposit growth, and revenue targets. Must be bilingual (English/Spanish) and travel extensively to client locations.
Top Skills: CRM
Reposted 2 Months AgoSaved
In-Office
Dallas, TX, USA
Senior level
Senior level
Fintech
The Senior Relationship Manager drives new relationships, loan funding, and deposits for companies with $25-300 million in revenue, ensuring optimal client solutions and comprehensive financial services.
Top Skills: MS OfficeSalesforce
Reposted 2 Months AgoSaved
In-Office
Dallas, TX, USA
Senior level
Senior level
Fintech
Lead enterprise marketing strategy and Product Marketing for all business lines. Drive positioning, competitive intelligence, integrated go-to-market programs, analytics-driven KPIs, cross-functional alignment, and executive counsel to grow brand, customers, and revenue.
Reposted 2 Months AgoSaved
In-Office
2 Locations
Senior level
Senior level
Fintech
The AVP, Consumer Segment & Lifecycle Strategy Manager will define and execute strategies for customer acquisition, engagement, and retention, leveraging insights and analytics to improve performance across consumer segments.
Top Skills: ExcelMicrosoft PowerpointMicrosoft Word
Reposted 2 Months AgoSaved
In-Office
2 Locations
60K-120K Annually
Senior level
60K-120K Annually
Senior level
Fintech
The Senior Change Management Lead will develop and execute change management strategies, lead assessments, create communication plans, and mentor senior leaders to ensure successful change adoption across the organization.
Top Skills: Change Management SoftwareMicrosoft Office SuitePower BISalesforceTableau
2 Months AgoSaved
In-Office
Dallas, TX, USA
Junior
Junior
Fintech
Build and deepen customer relationships through proactive outreach, referrals, and teller transactions. Open accounts, handle deposits/withdrawals/wires, answer product questions, support community events, assist with operations, and ensure regulatory compliance while delivering excellent customer service.
Top Skills: ExcelMS OfficeMicrosoft WordSalesforce
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