4 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....

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...

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...

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...