9 retail client manager jobs found in Plano

At Chase, we are passionate about creating memorable experiences for our clients and employees, making them feel welcomed, valued, and understood. We build lasting relationships by doing the right thing, exceeding expectations, and embracing diversity and inclusion. As a Branch Manager in a Chase Branch, you will be at the forefront of delivering attentive and friendly service, creating a welcoming environment that puts employees and clients first. You will lead and manage all aspects of the branch including growing deposits and investments, operations, and coaching the team for success. You will represent our brand and culture with the utmost hospitality, delivering the latest banking solutions and cutting-edge financial technology, as well as collaborating with our team of experts to help with specialized financial needs for clients. Job responsibilities   Be a motivating force for the branch team by sharing a clear vision and embodying our company’s culture and...

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 JPMorgan Retail Merchant Services, you will primarily oversee a select portfolio of enterprise corporate clients. You will collaborate closely with the firm-wide bank coverage team 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 achieve 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, including the annual revenue plan at target...

Job description: You are passionate about the travel industry, enjoy problem-solving, and share our common goal: to help our customers plan and book luxury travel with ease. Join Chase Travel and help us build the future of travel while taking your career to new heights! As a Travel Advisor, you will support both internal and external customers with questions related to travel reservations and more complex situations. Demonstrating problem-solving skills and functioning as a service specialist, you will take the necessary steps to recognize, research, and resolve issues through diagnosis and discussion of a particular problem, with a focus on delivering service excellence. You will proactively work with external providers to negotiate an appropriate resolution and minimize costs in a timely manner, while ensuring a seamless customer experience.   Job responsibilities: Respond to customer inquiries related to...

Job Description: At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. We do this by driving Responsible Growth and delivering for our clients, teammates, communities and shareholders every day. Being a Great Place to Work and providing a culture of caring is core to how we drive Responsible Growth. We are intentional about fostering an inclusive workplace where every teammate has the opportunity to succeed, build a career and contribute to our shared success. This includes attracting and developing exceptional talent, recognizing and rewarding performance, and supporting our teammates’ physical, emotional, and financial wellness through affordable, competitive and flexible benefits. We value the unique perspectives individuals bring from all backgrounds and career paths - whether shaped by military service, community college education, or a wide range of work and life experiences. These journeys...

Job Description: At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. We do this by driving Responsible Growth and delivering for our clients, teammates, communities and shareholders every day. Being a Great Place to Work and providing a culture of caring is core to how we drive Responsible Growth. We are intentional about fostering an inclusive workplace where every teammate has the opportunity to succeed, build a career and contribute to our shared success. This includes attracting and developing exceptional talent, recognizing and rewarding performance, and supporting our teammates’ physical, emotional, and financial wellness through affordable, competitive and flexible benefits. We value the unique perspectives individuals bring from all backgrounds and career paths - whether shaped by military service, community college education, or a wide range of work and life experiences. These journeys...

Senior Associate, HR Business Partner- Financial Servicing Are you interested in joining a team of best-in-class HR consulting leaders who enable game-changing business results by providing programs and solutions that unleash greatness in our associates? Here at Capital One you have the opportunity to work in an environment in which the business truly values the strategic HR partnership. If you have a passion for shaping the overall people strategy for the business and want to be part of a winning team, then look no further! We work in a business-casual, collaborative environment where one’s contributions are recognized, successes are elevated and effort is rewarded. Capital One provides a fast paced, dynamic environment where you can excel in your career while still maintaining a work life balance that others will desire. We nurture a work environment where people with a variety of thoughts, ideas and backgrounds, guided by our shared Values, come together to make Capital One...

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....

Director, HR Business Partner- Financial Services Are you interested in joining a team of best-in-class HR leaders who enable game-changing business results by providing programs and solutions that unleash greatness in our associates? At Capital One, you have the opportunity to work in an environment in which the business truly values strategic HR partnership and results. If you have a passion for shaping the overall people strategy for a business and want to be part of a winning team, then look no further! We work in a business-casual, collaborative environment where one’s contributions are recognized, successes are elevated, and effort is rewarded. We are looking for someone to:   Provide strategic HR business partnership to one or more business groups as a member of the senior leadership team (led by senior executives);   Serve as an integral, data-driven thought partner accelerating problem-solving and driving business outcomes through human capital strategies;...

Associate, Tax Credit Operations (New Market Tax Credit) 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. Tax Credit Operations supports the Capital Markets line of business in the Commercial Bank division of Capital One, consisting of a portfolio of tax credit investment products including New Market Tax Credits and Alternative Energy Tax Credits.   Associates on the Tax Credit Operations team develop expertise in areas such as: closing, booking, funding, servicing and account reconciliation.  Responsibilities : Manage a portfolio of active credit facilities and equity investments for New Markets Tax Credit Perform duties supporting new deal closings and exits Process loan and equity requests (draw downs, pay...