10 personal banker jobs found in Plano

Job Description: Principal Responsibilities: Provide service to Annuity or Life customers who possess a policy by responding to requests via telephone regarding insurance and other financial service products and benefit plans. Research and respond to requests and discuss options regarding various aspects of the policy, for example, status of claims, policy provisions, values, basic procedures, etc. Process transactions and fund transfers and refer requests for other policy modifications to appropriate areas for processing. Efficiently access multiple electronic systems to provide complete response. Work at all times to enhance and strengthen the relationship between the customer and our insurance clients. Support special campaigns as needed, or if requested by the customer. DXC associates are expected to perform these responsibilities in a consistent, professional manner while exercising strong verbal, interpersonal and Quality Service Skills....

Job Description: Job Description DXC Technology (NYSE: DXC) helps global companies run their mission critical systems and operations while modernizing IT, optimizing data architectures, and ensuring security and scalability across public, private and hybrid clouds. The world’s largest companies and public sector organizations trust DXC to deploy services across the Enterprise Technology Stack to drive new levels of performance, competitiveness, and customer experience. Learn more about how we deliver excellence for our customers and colleagues at  DXC.com . At DXC we use the power of technology to deliver mission critical IT Services that our customers need to modernize operations and drive innovation across their entire IT estate. We provide services across the Enterprise Technology Stack for business process outsourcing, insurance, analytics and engineering, applications, security, cloud, IT outsourcing, and modern workplace. Our DXC Insurance Services help our...

Job Description: DXC Technology (NYSE: DXC) helps global companies run their mission critical systems and operations while modernizing IT, optimizing data architectures, and ensuring security and scalability across public, private and hybrid clouds. The world’s largest companies and public sector organizations trust DXC to deploy services across the Enterprise Technology Stack to drive new levels of performance, competitiveness, and customer experience. Learn more about how we deliver excellence for our customers and colleagues at  DXC.com . At DXC we use the power of technology to deliver mission critical IT Services that our customers need to modernize operations and drive innovation across their entire IT estate. We provide services across the Enterprise Technology Stack for business process outsourcing, insurance, analytics and engineering, applications, security, cloud, IT outsourcing, and modern workplace. Our DXC Insurance Services help our customers...

Relationship Manager Are you a natural born people person who thrives on cultivating relationships with others? Does being a strategic thinker strike a chord with you? Look no further; a Relationship Manager Associate at Capital One is the opportunity for both! This role will facilitate strong partnerships with dealers and sales managers while providing high level customer service to our internal Auto Finance business. You will be influencing 60-80 dealerships, building positive relationships with them while supporting the outside sales managers.  A Relationship Manager will also be the first line of contact for Capital One Auto Finance (COAF) involving issues in underwriting and funding. Furthermore, the Relationship Manager makes outbound phone calls to dealers to capture their business for COAF, while also taking inbound calls from the dealers to strategically analyze their potential territories resulting in a game plan to achieve a target goal. A Relationship Manager...

Bankruptcy Process Monitoring Principal Coordinator - Work from Home Job Description: The Bankruptcy Process Monitoring Principal Coordinator is primarily responsible for managing, monitoring, tracking of vendor and internal team processes and reporting. A successful person in this role contributes to the efficiency, productivity and success of the Bankruptcy Process Monitoring Team. The Bankruptcy Process Monitoring Principal Coordinator participates in day-to-day processing functions of Operations and will perform a variety of responsibilities that include but are not limited to: recommending and implementing changes to new and/or existing processes or procedures, provide training to increase user understanding of policies and procedures and participate in general project teamwork as assigned. As a Bankruptcy Process Monitoring Principal Coordinator within the Bankruptcy team, you will be the support system for a team of Bankruptcy Process Monitoring Coordinators and...

Job Description: Principal Responsibilities: Provide service to annuity customers who possess a policy by responding to requests – processing their request in the admin systems Research and respond to requests and discuss options regarding various aspects of the policy, for example, status of withdrawals, policy provisions, values, rider values, etc. Process transactions and fund transfers and other post issue transactions in the PHS admin systems Efficiently access multiple electronic systems to provide complete response Support special campaigns as needed, or project style work DXC associates are expected to perform these responsibilities in a consistent, professional manner while exercising strong verbal, interpersonal and Quality service skills Interface with team personnel, management, and customers in reference to customer service issues. Review and recommend modifications to procedures and workflow as necessary to ensure efficient and effective processing of...

Relationship Manager Are you a natural born people person who thrives on cultivating relationships with others? Does being a strategic thinker strike a chord with you? Look no further; a Relationship Manager Associate at Capital One is the opportunity for both! This role will facilitate strong partnerships with dealers and sales managers while providing high level customer service to our internal Auto Finance business. You will be influencing 60-80 dealerships, building positive relationships with them while supporting the outside sales managers.  A Relationship Manager will also be the first line of contact for Capital One Auto Finance (COAF) involving issues in underwriting and funding. Furthermore, the Relationship Manager makes outbound phone calls to dealers to capture their business for COAF, while also taking inbound calls from the dealers to strategically analyze their potential territories resulting in a game plan to achieve a target goal. A Relationship Manager...

You are a strategic thinker, passionate about delivering solutions to clients, and have experience in relationship management. You have found the right team. As an Associate Relationship Manager within the Technology, Media & Telecoms sector of JPMorgan Merchant Services, you will primarily oversee a select portfolio of global large corporate clients. You will collaborate closely with the firm-wide bank coverage team and JPMorgan Payments Treasury Services to ensure seamless service and support. As an associate Relationship Manager, you will be accountable for maintaining strong relationships with key decision-makers and influencers within those assigned client relationships. You will meet JP Morgan Merchant Services’ profitability goals through strategic client management, re-contracting of existing business and identification, pursuit and acquisition of incremental business within the designated portfolio. Job Responsibilities Achieve firm-wide business objectives,...

Flex Relationship Manager Are you a natural born people person who thrives on cultivating relationships with others? Does being a strategic thinker strike a chord with you? Look no further; a Flex Relationship Manager Associate at Capital One is the opportunity for both! This role will facilitate strong partnerships with dealers and sales managers while providing high level customer service to our internal Auto Finance business. You will be influencing 60-80 dealerships, building positive relationships with them while supporting the outside sales managers. A Flex  Relationship Manager will also be the first line of contact for Capital One Auto Finance (COAF) involving issues in underwriting and funding. A Relationship Manager will monitor and make adjustments to the plan as the month progresses to achieve the desired goals.   General Responsibilities: Help cultivate stellar relationships with our dealerships. Optimize communication skills by creating strategic deals and...

Client Services Treasury Management Principal Associate Are you looking for a challenging role that includes the convenience of working virtually at home? Then a Capital One Commercial Ops role may be the role for you! You must be within 50 miles driving distance from one of our Capital One hubs in Charlotte, NC, Plano, TX, or Richmond, VA.   Are you a seasoned client advocate with a passion for leading people and a drive to transform the commercial banking experience? Capital One is seeking a Principal Associate for our Commercial Client Operations (CCO) team. This is a unique, high-visibility role designed for an individual who is ready to manage a "pod" today with the clear trajectory to promote into a Client Service Manager role within 12–18 months.  You will lead a team in a dynamic, fast-paced environment, balancing risk management with the delivery of an industry-leading experience.   Responsibilities: Team Leadership & Development Manage and...