Dallas, Texas, United States · On-site
The position is described below. If you want to apply, click the Apply Now button at the top or bottom of this page. After you click Apply Now and complete your application, you'll be invited to create a profile, which w…
Skills: Client service, Cash handling, Sales, Relationship management, Outbound calling
Dallas, Texas, United States · On-site
The position is described below. If you want to apply, click the Apply Now button at the top or bottom of this page. After you click Apply Now and complete your application, you'll be invited to create a profile, which w…
Skills: Wealth Management, Client Relationship Management, Financial Planning, Business Development, Credit Analysis
Dallas, Texas, United States · On-site
About Us ITC Worldwide Advisors, LLP is a rapidly growing, modern provider of professional services to the middle market, operating globally. Our mission is to instill confidence in a world of change. Enable Transformati…
Skills: Audit, Accounting, Financial Statement Preparation, Risk Assessment, Internal Control Evaluation
Dallas, Texas, United States · On-site
The position is described below. If you want to apply, click the Apply Now button at the top or bottom of this page. After you click Apply Now and complete your application, you'll be invited to create a profile, which w…
Skills: Mortgage Sales, Mortgage Marketing, Residential Lending, Negotiation, Interpersonal Communication
Dallas, Texas, United States · On-site
$175k–$225k/yr
Job Summary Omninet Capital is looking for a Vice President of Multifamily Construction & Capital Projects to own the planning, budgeting, execution, and oversight of all construction, capital expenditure, and renovation…
Skills: Construction Management, Capital Expenditure Planning, Budgeting, Vendor Management, Due Diligence
Dallas, Texas, United States · On-site
A Brief Overview The Senior Accountant Opportunistic performs various duties to support the accounting function's goal of timeliness and accuracy including preparation of journal entries, budget comparison, and monthly f…
Skills: Financial Reporting, GAAP, Journal Entries, Budget Comparison, General Ledger Reconciliation
Dallas, Texas, United States · Hybrid
$88k–$110k/yr
Company Description We’re a leading Investor Services group offering end-to-end services in administration, accounting, reporting, regulatory and compliance needs of the investment sector worldwide. We employ a global wo…
Skills: Fund Accounting, Client Relationship Management, Financial Statement Preparation, Investment Valuation, Reconciliations
Dallas, Texas, United States · On-site
Company Description We Are Bosch. At Bosch, we shape the future by inventing high-quality technologies and services that spark enthusiasm and enrich people’s lives. Our areas of activity are every bit as diverse as our o…
Skills: Financial Analysis, Product Controlling, Cost Accounting, Standard Costing, Budgeting
Dallas, Texas, United States · On-site
Amwins Access – Admitted Placement Services (APS) is hiring a Production Underwriter to help build and grow a commercial admitted book of business. This is a sales-focused, production-oriented role for someone who enjoys…
Skills: Commercial Underwriting, Business Development, Agency Relationship Management, Risk Assessment, Sales Planning
Dallas, Texas, United States · On-site
Company Description We Are Bosch. At Bosch, we shape the future by inventing high-quality technologies and services that spark enthusiasm and enrich people’s lives. Our areas of activity are every bit as diverse as our o…
Skills: Financial Analysis, Cost Accounting, Standard Costing, Budgeting, Variance Analysis
Dallas, Texas, United States · On-site
$82k–$105k/yr
Are you interested in harnessing technology and AI to transform healthcare? At XiFin, we believe a healthier, more efficient healthcare system starts with strong financial and operational foundations. Our innovative tech…
Skills: Revenue Integrity, Formulary Strategy, Medical Coding, Revenue Cycle Management, Compliance Management
Dallas, Texas, United States · On-site
Description As the General Manager of our boutique hotel in Downtown Dallas, you will be the steward of an exceptional and uniquely crafted guest experience. In this role, you will oversee all aspects of the property’s o…
Skills: Hotel Operations, Financial Forecasting, Revenue Management, Strategic Planning, Staff Leadership
Dallas, Texas, United States · Remote Solely
About the Role The Escrow Coordinator is responsible for managing key functions in the closing process for our home buying and selling customers, to ensure they have a seamless experience. From post-contract to close, yo…
Skills: Escrow Coordination, Customer Service, Google Suite, Qualia, Problem Solving
Dallas, Texas, United States · Hybrid
$79k–$107k/yr
About Altruist Altruist is transforming the multi-trillion dollar wealth management industry by building an AI platform for wealth professionals. We partner with financial advisors nationwide, empowering them to grow, op…
Skills: Trade Clearance, Settlements, Reconciliation, FIS/Phase 3, FICC CMU
Dallas, Texas, United States · Hybrid
$125k–$140k/yr
Company Description LivCor, a Blackstone portfolio company, is a real estate asset management business specializing in multi-family housing. Formed in 2013 and headquartered in Chicago, LivCor is currently responsible fo…
Skills: Transaction Management, Due Diligence, Real Estate Acquisitions, Real Estate Dispositions, Asset Management
Dallas, Texas, United States · Hybrid
$125k–$140k/yr
Company Description LivCor, a Blackstone portfolio company, is a real estate asset management business specializing in multi-family housing. Formed in 2013 and headquartered in Chicago, LivCor is currently responsible fo…
Skills: Transaction Management, Due Diligence, Real Estate Acquisitions, Real Estate Dispositions, Asset Management
Dallas, Texas, United States · Hybrid
$88k–$115k/yr
Company Description We’re a leading Investor Services group offering end-to-end services in administration, accounting, reporting, regulatory and compliance needs of the investment sector worldwide. We employ a global wo…
Skills: Management Company Accounting, Financial Reporting, US GAAP, Client Servicing, Regulatory Reporting
Dallas, Texas, United States · On-site
Dalfen Industrial is currently seeking a Market Lead to join the Southeast team. The Market Lead's key role will be to source and lease industrial properties within the assigned markets and will report to the Regional SV…
Skills: Commercial Real Estate Acquisitions, Industrial Leasing, Underwriting, DCF Modeling, Argus
Dallas, Texas, United States · Hybrid
$24/hr–$31/hr
Cetera is currently seeking a Senior Service Professional for our Advisor Support team in Dallas, TX. This is a unique opportunity to join our team in providing operational support and world-class customer service to our…
Skills: Communication skills, Organizational skills, Attention to detail, Analytical thinking, Multi-tasking
Dallas, Texas, United States · Hybrid
LendingOne: We specialize in providing business-purpose mortgage loans for non-owner-occupied investment properties. We offer fix/flip bridge loans and long-term rental financing. Not a broker nor a bank, but a fully fun…
Skills: Business Development, Sales, Relationship Management, Public Speaking, Lead Generation
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The Universal Banker provides efficient client transactions while identifying financial needs and supporting sales activities. They also educate clients on digital banking solutions and ensure compliance with operational and risk management policies.
Candidates must have a high school diploma or equivalent, along with at least two years of teller or client service experience. Proficiency in basic computer applications and the ability to work flexible hours, including weekends, is required.
If you have a disability and need assistance with the application, you can request a reasonable accommodation. Send an email to Accessibility (accommodation requests only; other inquiries won't receive a response).
Language Fluency: English (Required)
Work Shift:
1st shift (United States of America)ESSENTIAL DUTIES AND RESPONSIBILITIES
Following is a summary of the essential functions for this job. Other duties may be performed, both major and minor, which are not mentioned below. Specific activities may change from time to time.
1. Provide a distinctive client experience to ensure a consistent service level by engaging clients with smiling, facilitating courteous conversation, conducting both complex and standardized transactions while uncovering needs. Performs more complex transactions with assistance as necessary.
2. Educate clients on digital, self-service solutions including ATMs, Online and Mobile banking to make banking easier and enhance their service experience.
3. Support team sales process by participating in client outreach through outbound calls, checking for client offers, and identifying client needs or opportunities by fulfilling the need or referring the client to the appropriate branch team members or specialist.
4. Understand the importance of Integrated Relationship Management (IRM) to ensure we seamlessly deliver Truist expertise and solutions for our clients’ unique needs.
5. Participate fully in all components of the established Truist Retail Community Bank Leadership Routines.
6. Commit to advancing individual and product knowledge to better serve consumer and business clients by attending sales, service and product knowledge meetings and all applicable training classes and web-based learning.
7. Adhere to internal controls, operational procedures and risk management policies. Stays informed of all changes in policies and procedures to ensure compliance with current guidelines.
8. Serve as secondary contact for new account openings and problem resolution, offering applicable products and services to clients and prospects. Handles proportionate volume of work based on branch demands.
QUALIFICATIONS
Required Qualifications:
The requirements listed below are representative of the knowledge, skill and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
1. High school diploma or equivalent education
2. Two years of teller or cash handling or client service experience
3. Six months of client relationship building or sales experience
4. Excellent interpersonal and communication skills, including a desire to interact with clients and prospects
5. Ability to master personal computer (PC) keyboard and software skills necessary for branch automation
6. Ability to multi-task under time constraints
7. Demonstrated proficiency in basic computer applications, such as Microsoft Office software products
8. Ability to travel to accommodate temporary staffing needs as required to include temporary assignment or locale changes
9. Ability to work weekends and/or extended hours with occasional travel and overnights may be included
Preferred Qualifications:
1. One year of client relationship building or sales experience
2. Knowledge of advanced or complex branch transactions, risk management and loss prevention
3. Experience with sourcing and prospecting for new clients and client relationship building
4. General understanding of bank operations, policies and procedures
General Description of Available Benefits for Eligible Employees of Truist Financial Corporation: All regular teammates (not temporary or contingent workers) working 20 hours or more per week are eligible for benefits, though eligibility for specific benefits may be determined by the division of Truist offering the position. Truist offers medical, dental, vision, life insurance, disability, accidental death and dismemberment, tax-preferred savings accounts, and a 401k plan to teammates. Teammates also receive no less than 10 days of vacation (prorated based on date of hire and by full-time or part-time status) during their first year of employment, along with 10 sick days (also prorated), and paid holidays. For more details on Truist’s generous benefit plans, please visit our Benefits site. Depending on the position and division, this job may also be eligible for Truist’s defined benefit pension plan, restricted stock units, and/or a deferred compensation plan. As you advance through the hiring process, you will also learn more about the specific benefits available for any non-temporary position for which you apply, based on full-time or part-time status, position, and division of work.
Truist is an Equal Opportunity Employer that does not discriminate on the basis of race, gender, color, religion, citizenship or national origin, age, sexual orientation, gender identity, disability, veteran status, or other classification protected by law. Truist is a Drug Free Workplace.
Truist Financial Corporation is a purpose-driven financial services company committed to inspiring and building better lives and communities. Headquartered in Charlotte, North Carolina, Truist has leading market share in many of the high-growth markets in the U.S. and offers a wide range of products and services through wholesale and consumer businesses, including consumer and small business banking, commercial and corporate banking, investment banking and capital markets, wealth management, payments, and specialized lending businesses. Truist is a top-10 commercial bank. Truist Bank, Member FDIC. Equal Housing Lender. Learn more at Truist.com. Learn more at Truist.com and see social media terms and conditions at Truist.com/SocialTerms.
Offices: Charlotte, North Carolina 28202, US
Based on 696 listings with disclosed salaries, most finance & accounting jobs in Dallas, TX pay between $43k–$160k per year. Individual offers vary with seniority, company size, and specialization.
There are currently 2,065 open finance & accounting positions in Dallas, TX listed on Clera. New openings are added daily as companies post roles.
Companies currently hiring include Goldman Sachs, Scotiabank, University of Texas Southwestern Medical Center, Avantax, Lockton, among others. Browse the listings above to see every active employer.
Yes — 659 of the 2065 open finance & accounting positions offer remote or hybrid work (187 remote, 472 hybrid).
Each listing links directly to the employer's application page. Apply early — fresh listings get the most recruiter attention in the first two weeks.
