Client Banking Advisor & Relationship Specialist
Truist Inc
Truist in Plano, TX seeks a Regular Teller/Client Service Associate to provide timely, accurate transactions and superb service. You will educate clients on digital banking, though self-service tools, and support outbound outreach. You will build relationships, understand client needs, comply with controls and risk management, and assist with IRM activities; some travel or extended hours may be required. #J-18808-Ljbffr Truist Inc
Vacancy posted 2 days ago
Similar jobs that could be interesting for youBased on the Client Banking Advisor & Relationship Specialist in Plano, TX vacancy
- ...health care insurance. We're seeking a KYC Relationship Officer to partner with Bankers and AML/KYC Operations, ensuring client KYC records comply with regulatory standards... ...financial services, ideally in Corporate/Commercial Banking.Familiarity with risk factors affecting...SuggestedWorldwideFlexible hours
- ...Why Bank OZK Founded on a legacy of more than 120 years in... ...deliver smart solutions to our clients across the country. We're investing... ...to build professional relationships with customers and engaging in... ...confidence and act as a trusted advisor # Ability to communicate...SuggestedWork at officeLocal areaDay shift
- ...Strong interpersonal, collaboration, and relationship-building skills, with the ability to... ...corporate, institutional and government clients under the J.P. Morgan and Chase brands.... ...and today we are a leader in investment banking, consumer and small business banking, commercial...SuggestedFlexible hours
- ...intelligence will be key in building trusting relationships and influencing better outcomes for our team and clients. Your role will also involve planning and organizing... ...years and today we are a leader in investment banking, consumer and small business banking,...Suggested
- ...have the opportunity to work in investment banking, financial services for consumers and... ...delivery of initiatives, fostering strong relationships with key stakeholders. Elevate your... ...corporate, institutional and government clients under the J.P. Morgan and Chase brands....SuggestedWorldwideVisa sponsorship
- Senior Core Java Developer Spring Boot Banking Payments US Banking DomainDomain US Banking PaymentsDesign develop and support enterprisegrade applications using Core Java Spring Boot Microservices and REST APIsBuild and enhance highvolume US payment processing platforms...
- ...passionate about delivering solutions to clients, and have experience in relationship management within Payments. You... ...-size business clients through banking, payments, and value-added... ...business clients. Serves as trusted advisor, leveraging core knowledge, to recommend...Work experience placementRemote work
- ...seeking a Virtual Banker I in Plano, TX, within Consumer Banking. You will engage clients over the phone, providing friendly, knowledgeable... ...personalized financial solutions, and building strong client relationships. A high school diploma or GED is required, with a focus...
- ...by Goldman SachsAs the online consumer banking business of Goldman Sachs, Marcus operates... ...branches.About the roleAs a Complaints Specialist, you will be responsible for investigating... ...people, capital and ideas to help our clients, shareholders and the communities we serve...Work at office
- ...Inc. BOKF, NA operates banking divisions: Bank of... ...has grown alongside its clients, establishing itself as... ...dedication to building lasting relationships with both... ...DescriptionThe Client Service Specialist is primarily... ...strong knowledge of each advisor’s client base to deliver...
- ...quality solutions.As a AI/ML Engineer Senior Associate within Banking & Wealth Management, Consumer & Community banking Home Lending... ...financial products. Our mission is to create engaged, lifelong relationships and put our customers at the heart of everything we do. We...
- ...Exceptional interpersonal, collaboration, and relationship-building skills.Process analysis and... ...corporate, institutional and government clients under the J.P. Morgan and Chase brands.... ...and today we are a leader in investment banking, consumer and small business banking,...Work at officeVisa sponsorship
Chase
Plano, TX3 days ago - ...science requirements, proactively managing relationships, expectations, and... ...corporate, institutional and government clients under the J.P. Morgan and Chase brands.... ...and today we are a leader in investment banking, consumer and small business banking, commercial...
$80.75k - $123k
...proactive recruiting, sourcing and candidate relationship management will be valued and rewarded.... ...corporate, institutional and government clients under the J.P. Morgan and Chase brands.... ...and today we are a leader in investment banking, consumer and small business banking,...- ...corporate, institutional and government clients under the J.P. Morgan and Chase brands.... ...and today we are a leader in investment banking, consumer and small business banking, commercial... ...and payment operations, supplier relationship management and customer experience. #J-...Work at office
- ...135 Job Category Product Business Unit Consumer & Community Banking Posting Date 05/07/2026, 06:28 PM Locations 8181 Communications... ...products. Our mission is to create engaged, lifelong relationships and put our customers at the heart of everything we do. We also...Full timeVisa sponsorshipShift work
$125k - $182.5k
Job Description:At Bank of America, we are guided by a common purpose... ...and delivering for our clients, teammates, communities and shareholders... ...agencies.The Portfolio Specialist works together with the... ...members. Establishes working relationships with relevant Risk and regulatory...Full timeWork at officeFlexible hoursDay shift- ...by Goldman SachsAs the online consumer banking business of Goldman Sachs, Marcus operates... ..., and possesses the leadership and relationship-management skills to translate complex business... ...driving key business objectives such as client satisfaction, operational efficiency,...
- ...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... ...utmost hospitality, using the latest banking solutions and cutting-edge financial...Immediate startAfternoon shift
- ...Management SpecialistThe Cash Management Specialist is an accounting support position in a... ...processing, ACH uploads using online banking, and special projects assigned by leadership... ...and email.Develop and maintain strong relationships with internal and external business...Work at officeLocal areaFlexible hours
Associa
Richardson, TX5 days ago - ...Relationship Specialist Location: Plano, TX (8181 Communications Parkway, Plano) (Onsite) Duration... ...relationship management Create client conversation scripts, criteria and supplemental... ...set up and support Interact with Bank and clients to facilitate collection of...Long term contractEarly shift
E-Solutions
Plano, TX2 days ago $17 - $38 per hour
...Ltd., established in 2019, is a trusted provider of solutions in Banking, Financial Services & Insurance, and Human Resources Management... ...of virtual company events and projects. Liaising with clients and stakeholders where necessary to ensure clear and effective...Hourly payFull timeWork at officeRemote workWork from homeGrabJobs
Plano, TX4 days ago- ...analytics solutions to existing and new clients. Key performance dimensions in this role... ...generation through sales execution and ongoing relationship management. Source new sales... ...and today we are a leader in investment banking, consumer and small business banking, commercial...
- ...Sales Associate Are you customer focused, enjoy building relationships and providing financial solutions to your clients? You have found the right team. As a Treasury Sales Associate in Commercial Banking, you will play an integral part in contributing to new sales...Work at office
$119.4k - $136.2k
...customers succeed by bringing ingenuity, simplicity, and humanity to banking. We measure our efforts by the success our customers enjoy and... ...navigate technical limitations Collaboration: Foster relationships with partners and continuously expand your network, listening...Full timePart timeLocal areaRelocationCapital One
Plano, TXmore than 2 months ago- ...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... ...utmost hospitality, using the latest banking solutions and cutting-edge financial...
- ...Relationship Manager As an Associate in Mid-Corporate Banking, you will work as part of a team to structure and provide comprehensive solutions to companies with... ...responsible for helping bankers deepen existing client relationships, uncover new prospects and opportunities...
- ...firm in Texas is seeking a Treasury Sales Associate to enhance business relationships and drive sales targets within commercial banking. In this role, you will collaborate on proposals, prepare client materials, and manage the sales pipeline while ensuring timely pricing...
- First United Bank is seeking a Relationship Banker II to serve as the primary contact for customers at our Frisco location. You will understand customer needs and connect them with First United Bank products and services while mentoring colleagues to do the same. The role...
$66.7k - $76.1k
...year of experience in Process Management, Project Management, or Relationship Management At least 3 years of experience using Microsoft... ...customers succeed by bringing ingenuity, simplicity, and humanity to banking. We measure our efforts by the success our customers enjoy and...Full timePart timeWork at officeLocal areaImmediate start3 days per week
Do you want to receive more vacancies?
Subscribe and receive similar vacancies to Client Banking Advisor & Relationship Specialist. Be the first to apply!
Related searches
- immediate hire customer service representative Plano, TX
- customer service attendant Plano, TX
- td bank customer service representative Plano, TX
- inbound customer service representatives Plano, TX
- airport customer experience specialist Plano, TX
- customer support associate Plano, TX
- customer service officer Plano, TX
- remote customer care specialist Plano, TX
- customer order specialist Plano, TX
- medical customer service representative Plano, TX