Client Banking & IRM Specialist
Truist
Truist in Plano, Texas is looking for a dedicated team member to enhance client experiences through effective transaction management and relationship building. The ideal candidate will have a high school diploma and relevant experience in client services or sales. Responsibilities include educating clients on digital banking solutions, maintaining accurate records, and supporting sales processes through client outreach. This role offers several benefits including medical, dental, and vacation time. #J-18808-Ljbffr Truist
- Mphasis is seeking a Migration Specialist to support Payments Migration and Transformation initiatives in Plano, Texas. This client-facing role emphasizes strong verbal and written communication skills, along with prior banking domain experience. The ideal candidate will...Suggested
- ...Goldman Sachs As the online consumer banking business of Goldman Sachs, Marcus... ...role As a Tier II Customer Support Specialist, you will handle inbound customer calls... ...collaborate and influence stakeholders • Client-focused mindset with a strong sense of urgency...SuggestedWork at officeMonday to FridayShift workWeekend work3 days per week
- ...Marcus By Goldman Sachs Customer Support Specialist Marcus by Goldman Sachs operates as the online consumer banking business of Goldman Sachs, providing high-yield savings... ...our people, capital, and ideas to help our clients, shareholders, and the communities we serve to...SuggestedWork at officeMonday to FridayShift workWeekend work3 days per week
- ...Why Bank OZK Founded on a legacy of more than 120 years in banking, Bank OZK is much more than just a company. We're nationally recognized... ...with innovative technologies to deliver smart solutions to our clients across the country. We're investing in small businesses, fueling...SuggestedWork at officeLocal areaDay shift
- Fifth Third Bank is looking for a Personal Banker II in Richardson, Texas. The role focuses on providing exceptional customer experiences by maintaining relationships and offering tailored financial solutions. Ideal candidates will have customer service experience, preferably...Suggested
- Fifth Third Bank, N.A. is looking for a Personal Banker II in Plano, Texas. This role requires building strong customer relationships and providing tailored financial solutions. Candidates should be equipped with customer service experience and a sales background. The...
- ...and Cavanal Hill Investment Management, Inc. BOKF, NA operates banking divisions: Bank of Albuquerque; Bank of Oklahoma; Bank of Texas... ..., Trust Officers and Investment Managers to complete analysis, client assessments, client requests, and projects, as well as review and...ApprenticeshipWork at officeLocal area
- ...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...Work at officeVisa sponsorship
$80.8k - $92.2k
...Treasury Management Associate Aligned to one or more Commercial Banking business segments, the Treasury Management Associate (TMA)... ...(TM Sales) team, the TMA provides key support by maintaining a client focus with an awareness and understanding of implementing products...Full timePart timeLocal area- ...and Innovation organization, you will collaborate with internal clients across the Planning & Analysis community to turn their planning... ...spans over 200 years and today we are a leader in investment banking, consumer and small business banking, commercial banking, financial...Work at office
- ...have an exciting opportunity to join our JPMorgan Global Private Bank Finance & Business Management (“GPB F&BM”) team where you will... ...world’s most prominent corporate, institutional and government clients under the J.P. Morgan and Chase brands. Our history spans over 2...Full timeBank staffLocal areaImmediate startRelocationVisa sponsorshipRelocation package
$90.25k - $130k
...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...Work at office$120.8k - $137.9k
Principal Associate, Commercial Bank Marketing Strategist Capital One, one of Fortune Magazine’s “100 best companies to work for” is... ...strategy and campaigns across multiple channels for B2B prospects and clients. The role will flex muscles of traditional B2B marketing...Full timePart timeLocal areaFlexible hours- ...Associate - Business Analysis & Reporting Specialist Job Identification 210741513 Job... ...firm’s assets, reputation, employees, and clients pursuant to firm policy and regulatory standards... ...and skills: 4 years’ work experience in banking or financial services industry Ability...Full timeWork experience placementWork at office
- ...a strategic thinker, passionate about delivering solutions to clients, and have experience in relationship management within Payments... ...leader in serving small and medium-size business clients through banking, payments, and value-added services. We take a client-first...Work experience placementRemote work
- ...CMS Specialist Plano, TX Type: Contract Category: Marketing Industry: Financial... ...3 days a week onsite in Plano, TX Our client seeks a CMS Specialist to manage end-to-... ...for personal information (home address, bank account, or check routing number) until you...Hourly payContract workLocal area3 days per week
- ...Experience Representative who will assist members with administrative and financial transactions. Responsibilities include processing banking transactions, providing product recommendations, and ensuring accuracy in all transactions. The ideal candidate will have a high...Monday to Friday
- ...Richardson, Texas is seeking a dedicated professional to manage high-volume accounts, train candidates, and build strong relationships with clients. If you have at least 1 year of supervisory experience in customer service or sales, this could be a great fit. The role offers a...Monday to Friday
- Monet Bank seeks a Retail Banking Specialist for its Addison TX branch. In this role, you will provide exceptional customer service and manage various banking transactions, ensuring compliance with policies and procedures. You will enhance customer satisfaction by offering...
- ...tailored B2B payables and commercial card solutions that deliver measurable operational and financial impact? As a Client Solution Specialistwithin the Commercial Bank Payments organization, you will bridge product expertise with sales execution to drive new business in...
$108.9k - $124.3k
...Principal Associate, Small Business Bank Credit Operations The Principal Associate will play a critical role in supporting the Small Business Banking (SBB) leading a team of associates for the loan Closing process. This people leader will be responsible for managing...Full timePart timeWork at officeLocal area- ...customer focused, enjoy building relationships and providing financial advice to your clients. A role as an Associate Banker is for you. As an Associate Banker in Emerging MiddleMarket Banking, you will work both independently and as part of a team to introduce our...
$34.4k - $39.52k
...Print Facility has a new opportunity for a Print Production Specialist to work onsite at our facility. Our Print Production... ...vital role in ensuring the accurate and timely delivery of bank statements and client notices. This position requires exceptional attention to detail...Work experience placementH1bLocal areaFlexible hoursNight shiftWeekend work- Verstela, based in Richardson, Texas, is seeking a passionate individual to manage high-volume client accounts and onboard candidates. This role requires strong communication skills, particularly over the phone, and entails building relationships with clients and candidates...
- ...information about requesting an accommodation. Equal Opportunity Employer/Disability/Veterans ABOUT THE TEAM Our Consumer & Community Banking division serves our Chase customers through a range of financial services, including personal banking, credit cards, mortgages,...
- ...belong. Join our Corrections and Remediations team to drive stability, efficiency, and quality with robust Consumer and Community Banking (CCB) analytics and resilient IT support. As a Quant Analytics Associate Senior in Corrections and Remediation Team, you will lead...Work experience placement
- Job Information Job Identification 210746135 Job Category Product Business Unit Consumer & Community Banking Posting Date 05/07/2026, 06:28 PM Locations 8181 Communications Pkwy Bldg A, Plano, TX, 75024, US 880 Powder Mill Rd, Wilmington, DE, 19803, US 3415 Vision...Full timeVisa sponsorshipShift work
- Texas Republic Bank, National Association is seeking a Treasury Services Specialist in Frisco, Texas. This role involves daily processing and support of Treasury Services... ..., providing training and technical support for clients. A strong background in electronic banking and...
- ...solution delivery in a collaborative environment. As an Agility Senior Associate in the Corporate Technology - Consumer and Community Banking- Risk Tech team, you will be a servant leader, coach, and strategic partner who drives the adoption and scaling of Agile and Lean...Work at officeLocal area
- ...Customer Service Specialists work closely with wholesale and retail customers to determine their... ...any customer concerns and ensure maximum client satisfaction as well as stay up-to-date... ...identification numbers, date of birth, or bank account numbers during the application...Contract workFor contractorsWork experience placementLocal areaAfternoon shift
Do you want to receive more vacancies?
Subscribe and receive similar vacancies to Client Banking & IRM Specialist. Be the first to apply!
- online customer service representative Plano, TX
- customer advisor Plano, TX
- airport customer service agent Plano, TX
- customer support associate Plano, TX
- employee relations assistant Plano, TX
- participant services representative Plano, TX
- inbound call center customer service representative Plano, TX
- service agent Plano, TX
- insurance customer service advisor Plano, TX
- customer success associate Plano, TX


