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15 retail client manager jobs found in Plano

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JP Morgan Chase
Full time
 
Recruiter - Corporate Functions
JP Morgan Chase Plano, TX
Are you energized by matching top talent with high‑impact roles in a fast‑moving, collaborative environment? Join us as a Recruiter supporting Corporate Functions, where your expertise helps shape the future of our firm. You’ll build high‑performing teams, influence hiring strategies, and partner closely with senior leaders to drive meaningful outcomes. You’ll have room to innovate, grow your skills, and see your impact in real time. If you thrive on challenge, creativity, and cross‑functional collaboration, this role is for you. As a Recruiter in Corporate Functions, you attract, source, and hire exceptional talent across priority roles. You manage the full recruitment lifecycle end‑to‑end, including sourcing passive candidates, assessing fit, advising on hiring decisions, and ensuring a high‑quality candidate experience. You provide strategic talent solutions, build and maintain proactive pipelines for near‑ and long‑term needs, and deliver data‑informed recommendations to...

Apr 22, 2026
JP Morgan Chase
Full time
 
Virtual Banker II - Plano, TX- Bilingual English and Spanish Required
JP Morgan Chase Plano, TX
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 Virtual Banker II within Consumer Banking, you will represent our brand and culture with the utmost hospitality, using the latest banking solutions and cutting-edge financial technology combined with friendly and attentive service. You will engage clients via both inbound and outbound communication through phone and video, providing strong customer service. Your responsibilities include offering advice and sharing products and services to help them meet their financial needs, connecting them to our team of experts to assist with specialized financial needs, all while making them feel appreciated and embodying our commitment to being the bank for all.  Job Responsibilities  Foster a welcoming atmosphere by...

Apr 14, 2026
JP Morgan Chase
Full time
 
Virtual Banker II - Plano, TX
JP Morgan Chase Plano, TX
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 Virtual Banker II within Consumer Banking, you will represent our brand and culture with the utmost hospitality, using the latest banking solutions and cutting-edge financial technology combined with friendly and attentive service. You will engage clients via both inbound and outbound communication through phone and video, providing strong customer service. Your responsibilities include offering advice and sharing products and services to help them meet their financial needs, connecting them to our team of experts to assist with specialized financial needs, all while making them feel appreciated and embodying our commitment to being the bank for all. Job Responsibilities  Foster a...

Apr 14, 2026
Capital One
Full time
 
COAF Affidavits Sr. Coordinator - Onsite
Capital One Plano, TX
COAF Affidavits Sr. Coordinator - Onsite Job Description: We are seeking a self-motivated and highly organized individual with exceptional attention to detail to join our Capital One Auto Finance (COAF) team as an Affidavits Senior Coordinator. This role is crucial for managing the necessary documentation for impounded vehicles and units prepared for sale at auction. The ideal candidate must be able to adapt and thrive in a dynamic, fast-paced environment, consistently demonstrating sound judgment, precision, and the ability to perform effectively under pressure. Responsibilities and Expectations : Daily execution of affidavits for both impound and auction teams Maintain a regulated notary log in strict accordance with compliance standards Proactively interact and communicate with internal teams, external customers, commercial clients, financial institutions, and regulatory agencies on a daily basis (both written and verbal) The Ideal Candidate...

Apr 14, 2026
DT
Full time
 
Life Insurance and Annuities Call Center Support - US
DXC Technology Plano, TX
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....

Apr 14, 2026
Capital One
Full time
 
Client Services Treasury Management Principal Associate
Capital One Plano, TX
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...

Apr 10, 2026
Bank of America
Full time
 
Centralized Lending Specialist (Mortgage Loan Officer) - Plano, TX
Bank of America Plano, TX
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 is core to how we drive Responsible Growth.  This includes our commitment to being inclusive workplace, attracting and developing exceptional talent, supporting our teammates’ physical, emotional, and financial wellness, recognizing and rewarding performance, and how we make an impact in the communities we serve. Bank of America is committed to an in-office culture with specific requirements for office-based attendance and which allows for an appropriate level of flexibility for our teammates and businesses based on role-specific considerations. At Bank of America, you can build a successful career with opportunities to learn, grow, and make an impact.  Join us!...

Apr 08, 2026
Bank of America
Full time
 
Centralized Lending Specialist (Mortgage Loan Officer) - Bilingual Spanish Team - Plano, TX
Bank of America Plano, TX
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 is core to how we drive Responsible Growth.  This includes our commitment to being inclusive workplace, attracting and developing exceptional talent, supporting our teammates’ physical, emotional, and financial wellness, recognizing and rewarding performance, and how we make an impact in the communities we serve. Bank of America is committed to an in-office culture with specific requirements for office-based attendance and which allows for an appropriate level of flexibility for our teammates and businesses based on role-specific considerations. At Bank of America, you can build a successful career with opportunities to learn, grow, and make an impact.  Join us!...

Apr 08, 2026
Bank of America
Full time
 
Centralized Lending Specialist (Mortgage Loan Officer) - Plano, TX
Bank of America Plano, TX
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 is core to how we drive Responsible Growth.  This includes our commitment to being inclusive workplace, attracting and developing exceptional talent, supporting our teammates’ physical, emotional, and financial wellness, recognizing and rewarding performance, and how we make an impact in the communities we serve. Bank of America is committed to an in-office culture with specific requirements for office-based attendance and which allows for an appropriate level of flexibility for our teammates and businesses based on role-specific considerations. At Bank of America, you can build a successful career with opportunities to learn, grow, and make an impact.  Join us!...

Apr 08, 2026
Bank of America
Full time
 
Centralized Lending Specialist (Mortgage Loan Officer) - Bilingual Spanish Team - Plano, TX
Bank of America Plano, TX
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 is core to how we drive Responsible Growth.  This includes our commitment to being inclusive workplace, attracting and developing exceptional talent, supporting our teammates’ physical, emotional, and financial wellness, recognizing and rewarding performance, and how we make an impact in the communities we serve. Bank of America is committed to an in-office culture with specific requirements for office-based attendance and which allows for an appropriate level of flexibility for our teammates and businesses based on role-specific considerations. At Bank of America, you can build a successful career with opportunities to learn, grow, and make an impact.  Join us!...

Apr 08, 2026
Capital One
Full time
 
Senior Associate, Property Coordinator, DFW Airport Lounge (On-Site: DFW)
Capital One Plano, TX
Senior Associate, Property Coordinator, DFW Airport Lounge (On-Site: DFW)  Within the Premium Products & Experiences (PPX) organization, the Guest Experience team is responsible for executing the enterprise-wide vision for Capital One Lounges and Landings. We design and build world-class properties, set the gold standard for guest experience, and grow our network across the U.S.—all with the goal of redefining the premium travel market. To support this vision, Capital One  is hiring a Property Coordinator based in Dallas to join our Guest Experience team. In this new and dynamic role, you will be the primary steward of our Dallas lounge infrastructure—ensuring our facilities are pristine, our proprietary technology is seamless, and the partner-led operations remain in strict compliance with all airport and regulatory requirements. You are the bridge between our high-level strategy and the daily physical reality of our lounge environment, ensuring the lounge environment...

Apr 02, 2026
DT
Full time
 
Life & Annuities Customer Support - US
DXC Technology Plano, TX
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...

Apr 02, 2026
JP Morgan Chase
Full time
 
Anaplan Solution Architect - Financial Forecasting Vice President
JP Morgan Chase Plano, TX
Organization Description J.P. Morgan Asset & Wealth Management delivers industry-leading investment management and private banking solutions. Asset Management provides individuals, advisors and institutions with strategies and expertise that span the full spectrum of asset classes through our global network of investment professionals. Wealth Management helps individuals, families and foundations take a more intentional approach to their wealth or finances to better define, focus and realize their goals.​   Employer Description JPMorgan Chase & Co., one of the oldest financial institutions, offers innovative financial solutions to millions of consumers, small businesses and many of the world’s most prominent corporate, institutional and government clients under the J.P. Morgan and Chase brands. Our history spans over 200 years and today we are a leader in investment banking, consumer and small business banking, commercial banking, financial transaction...

Mar 28, 2026
JP Morgan Chase
Full time
 
Category Sourcing Manager, Associate
JP Morgan Chase Plano, TX
Join Global Supplier Services to deliver high-quality contingent talent and actionable analytics that improve decisions and control risk. Partner across businesses to source, govern, and automate end-to-end processes while elevating client experience and data integrity. Your work will translate complex data into clear insights and materials for leadership. As a Category Sourcing Manager (Associate) on the Contingent Workforce Procurement team, you will manage supplier relationships, demand and fulfillment, and controls for contingent labor across the firm. You also build and maintain clean, refreshable labor data models, surface QoQ and YoY trends, and coordinate automation in partnership with BI teams. Based in Columbus OH, Jersey City NJ, or Plano TX, you translate stakeholder needs into clear sourcing actions, data hygiene, and leadership-ready outputs in partnership with PMO lead. Job Responsibilities Support global contingent workforce procurement operations...

Mar 28, 2026
Fannie Mae
Full time
 
Mortgage Outbound Call Center Sales Senior Associate
Fannie Mae Plano, TX
Playing an essential role in the U.S. economy, Fannie Mae is foundational to housing finance. Here, your expertise can help fuel purpose-driven innovation that expands access to homeownership and affordable rental housing across the country. Join Fannie Mae to grow your career and help people find a place to call home. Job Description As a valued colleague on our team, you will play a pivotal role in promoting and selling Fannie Mae mortgage-related products and services. In this role, you will execute targeted outbound call campaigns to existing Fannie Mae clients to promote, position, and drive adoption of our mortgage-related products, technology solutions, and services. THE IMPACT YOU WILL MAKE The Mortgage Outbound Call Center Sales Associate role will offer you the flexibility to make each day your own while working alongside people who care so that you can deliver on the following responsibilities: Execute targeted outbound call campaigns to promote and...

Mar 11, 2026
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