William Cano Email & Phone Number

Houston, Texas, United States

- Client Engagement provide exceptional client service and flawless execution on client requests,inquiries and transactions such as money movement, security transfers, and loan transactionsincluding escalated research requests-- Risk & Controls adhere to and maintain the firm’s controls policies and procedures and FINRAregulations as well as protecting client assets against potential fraud activities- Market Partnership effectively collaborate with respective client facing… Show more - Client Engagement provide exceptional client service and flawless execution on client requests,inquiries and transactions such as money movement, security transfers, and loan transactionsincluding escalated research requests-- Risk & Controls adhere to and maintain the firm’s controls policies and procedures and FINRAregulations as well as protecting client assets against potential fraud activities- Market Partnership effectively collaborate with respective client facing teams and internal businessgroups to deliver and execute client transactions- Business Development proactively review and identify potential business opportunities for clients toengage in additional products and services- Leadership strategically impact the Client Service function and team as subject matter expert andadvocate for change Show less

Houston, Texas Area

The primary focus of the Digital Relationship Manager is the management and growth of a portfolio of mass affluent customers handled remotely through the internet and by phone. Focus on servicing a portfolio of customers with the goal of maximizing the profit contribution of each customer by providing solutions that generate cross-sell opportunities. Become the main point of contact for the portfolio customers and be responsible for retention and cross sell of the customer as well as new… Show more The primary focus of the Digital Relationship Manager is the management and growth of a portfolio of mass affluent customers handled remotely through the internet and by phone. Focus on servicing a portfolio of customers with the goal of maximizing the profit contribution of each customer by providing solutions that generate cross-sell opportunities. Become the main point of contact for the portfolio customers and be responsible for retention and cross sell of the customer as well as new production on any referred relationships. Deliver an exceptional customer service experience. Fill the role as a trusted financial advisor for customers taking the opportunity to fulfill all of their consumer needs. Ensure the customer knows you are their relationship manager. Partner with branches in order to assist your customers when a branch services is needed. Show less

Katy, Texas

•Build collaborative business relationships to provide the best in client advice and service, develop the business to ensure a seamless experience for the client who has multiple products and services. •Serve as a trusted advisor to the client in delivering comprehensive and customized business banking products and solutions tailored to the financial needs and circumstances of business clients. •Manage and grow a portfolio of clients. •Use knowledge of business, finance, banking… Show more •Build collaborative business relationships to provide the best in client advice and service, develop the business to ensure a seamless experience for the client who has multiple products and services. •Serve as a trusted advisor to the client in delivering comprehensive and customized business banking products and solutions tailored to the financial needs and circumstances of business clients. •Manage and grow a portfolio of clients. •Use knowledge of business, finance, banking, credit and risk management to identify, recommend and promote products and solutions that best serve the client while still working within risk parameters that protect the financial institution. Seek out training and expertise of others to enhance existing knowledge to ensure full perspective. •Build relationships by calling on existing clients to truly understand their businesses and analyze product and service growth opportunities that ensures profitability of portfolio. •Identify and pursue potential new clients, looking for ways to cultivate a long-term relationship. •Protect the firm by following sound risk management protocols and adhering to regulatory requirements. •Develop and manage a disciplined marketing process by identifying steps/strategies necessary to effectively maintain and build relationships with clients and prospects. Regularly review processes and strategies with supervisor, making adjustments as needed. Show less