12 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...

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...

Chase for Business helps business owners start, grow, and manage their businesses. We aim to be their partner, connecting them to solutions, expert tools and content that support them both financially and operationally beyond banking.  As a Marketing Execution Associate – Enterprise Engagement Marketing within Business Banking, you are responsible for supporting the execution and optimization of customer engagement campaigns and programs that promote customer activation, education, engagement, and loyalty across the Business Banking customer lifecycle. This role will coordinate and execute multi-channel marketing initiatives across email, direct mail, digital channels, landing pages, paid media, and emerging engagement touchpoints. The associate will support campaign development from concept through deployment, partner with internal stakeholders to ensure timely delivery, and monitor program performance to identify optimization opportunities. Additionally, this role will...

Be the catalyst for expansion as you pioneer product growth and dive deep into market trends, shape offerings, and ensure compliance.  As a Market and Product Expansion Associate in Global Payments Product Commercialization, you support the testing of regulatory requirements for our products. As an emerging member of the Market and Product Expansion team, you gain skills and experience to grow within your role while working across the organization to enable the product and market strategy. Job responsibilities Support the development and execution of go-to-market and commercialization strategies for SMB payment products and features across the U.S. and Canada  Conduct market, competitor, and customer research to identify product enhancement opportunities, target market needs, and product-market fit  Develop, launch, and maintain sales enablement, training, and support content aligned with new product and feature releases  Manage and govern training materials, sales...

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...

Take on a challenging and rewarding position as a Global Mobility Tax Associate at JP Morgan Chase, where your expertise will support employees navigating international relocations and cross border travel. In this role, you’ll be at the forefront of managing tax and social security compliance for a diverse group of globally mobile professionals. Collaborate with experts across HR, compensation, and payroll to deliver seamless support and expert guidance. This is your opportunity to develop specialized skills, drive impactful solutions, and contribute to a dynamic, global organization committed to professional growth and innovation. As a Global Mobility (GM) Tax Associate, within our team, you will be responsible for managing income tax and social security compliance matters for various mobile employee personas including, but not limited to, expatriates, permanent transfers, business travelers and US Persons abroad. The individual will work alongside Global Mobility Advisors and...

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 THE IMPACT YOU WILL MAKE    As a Lead Associate, AI Platform Product Management, you will be responsible for delivering core capabilities of Fannie Mae’s enterprise AI Platform. You will balance innovation velocity with enterprise-grade security, governance, and cost controls, ensuring the platform enables safe, scalable, and responsible AI adoption across the enterprise. This role combines hands-on product leadership, vendor/ partner relationship management and cross‑functional influence across Engineering, Security, Risk, Finance, Legal, Data Science, and Business teams.  You will lead and deliver AI platform capabilities that directly...

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...

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...