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.

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..

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
• 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.
• Build relationships by calling on existing clients to truly understand their businesses and analyze product and service growth opportunities that ensures profitability of portfolio.