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Client relationship manager • lewisville tx

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Relationship Banker

Relationship Banker

Bank of AmericaLewisville, TX, United States
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Relationship Banker Frisco, Texas;Plano, Texas; Richardson, Texas; Plano, Texas; Dallas, Texas; Richardson, Texas; Prosper, Texas. Frisco, Texas; Plano, Texas; Frisco, Texas; Cross Roads, Texas; C...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_30
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Client Experience Group Manager

Client Experience Group Manager

Risk StrategiesGrapevine, TX, US
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Client Experience Group Leader.The primary responsibilities of this position are to lead the assigned Client Experience group for an assigned block of schools on processes and solutions to ensure t...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_30
Client Success Manager

Client Success Manager

FirstCashCoppell, Texas
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Position at American First Finance Client Success Manager This Client Success Manager role serves as a force multiplier for the Client Success team — enabling Directors to focus on strategic growth...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_30
Client Relationship Manager (hybrid)

Client Relationship Manager (hybrid)

BroadridgeCoppell, TX
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At Broadridge, we've built a culture where the highest goal is to empower others to accomplish more.If you’re passionate about developing your career, while helping others along the way, come join ...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_variable_days
Client Relationship Executive - Financial Services

Client Relationship Executive - Financial Services

PwCHouston,TX
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SummaryAt PwC, our people in brand management, marketing and sales focus on collaboration to develop and execute strategic sales and marketing initiatives. These individuals focus on driving revenue...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_30
Client Relationship Manager with Corporate Law Firm Experience

Client Relationship Manager with Corporate Law Firm Experience

Corporation Service CompanyLewisville, TX, United States
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Associate Client Relationship Manager .On-Site or Remote depending on location.Mon-Fri 9am-6pm or 10am-7pm or 11am-8pm .This role requires a combination of excellent communication, client relations...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_variable_days
Relationship Banker

Relationship Banker

Bank of America CorporationCarrollton, TX, United States
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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 delive...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_30
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Project Manager and Client Support Manager

Project Manager and Client Support Manager

BaresqueFarmers Branch, Texas, USA
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Lead mentor and manage Project Managers and Client Support to ensure a unified high-performing team.Set clear goals provide feedback and drive a positive collaborative culture.Oversee weekly WIP re...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_1_day
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Bilingual Client Relationship Representative

Bilingual Client Relationship Representative

Purolator InternationalGrapevine, TX, United States
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Working at Purolator International is more than a job.It's an opportunity to be part of a winning team and to contribute to the success of our growing company. Purolator International is a leading U...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_variable_days
Bilingual Client Relationship Representative

Bilingual Client Relationship Representative

Purolator IncGrapevine, TX, US
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Working at Purolator International is more than a job.It's an opportunity to be part of a winning team and to contribute to the success of our growing company. Purolator International is a leading U...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_30
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Relationship Manager II

Relationship Manager II

Cullen / Frost BankersCarrollton, TX, US
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We value our talented employees and whenever possible strive to help them grow professionally.If you believe this position is right for you, we encourage you to apply!. Our people make all the diffe...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_30
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Client Success Manager

Client Success Manager

Texas StaffingGrapevine, TX, US
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This is an opportunity to be a key player and make a real impact at a fast-growing S&P 500 software company in the $96 billion HR industry. If you're passionate about customer success, enjoy problem...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_variable_days
Client Success Manager

Client Success Manager

PaycomGrapevine, TX, US
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This is an opportunity to be a key player and make a real impact at a fast-growing S&P 500 software company in the $96 billion HR industry. If you're passionate about customer success, enjoy pro...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_variable_days
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Client Success Manager

Client Success Manager

American First FinanceCoppell, TX, US
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Join the team at FirstCash Holdings, Inc.Client Success Manager! We are looking for a strong merchant-facing leader to help support one of our core product functions across some of our top merchant...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_30
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Client Success Manager

Client Success Manager

Aerowave TechnologiesLewisville, TX, US
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At Aerowave Technologies, we measure success by the number of our clients' lives we connect.Our goal is to connect 75,000 lives in 2031, over 10x the number of lives we connected in 2021.We have pr...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_variable_days
Account & Relationship Manager

Account & Relationship Manager

Wolters KluwerTX, Coppell, USA
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Wolters Kluwer is a global leader in professional information services that combines deep domain knowledge with specialized technology. Our portfolio offers software tools coupled with content and s...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_30
Bilingual Client Relationship Representative

Bilingual Client Relationship Representative

PurolatorGrapevine, TX, US
serp_jobs.job_card.full_time
Working at Purolator International is more than a job.It's an opportunity to be part of a winning team and to contribute to the success of our growing company. Purolator International is a leading U...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_30
Relationship Manager II

Relationship Manager II

Frost BankCarrollton, TX
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Do you consider yourself to be a self-starter? Passionate about financial literacy? Are you willing to step outside your comfort zone in order to provide next-level products, services, and opportun...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_30
Relationship Banker

Relationship Banker

ComericaCoppell, TX, United States
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What we can offer you : • Career Growth promotional opportunities • Incentive program based on performance • Paid Time Off (PTO) • Paid Holidays for Full Time / Part Time Employees • Health, Denta...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_30
Relationship Banker

Relationship Banker

Bank of AmericaLewisville, TX, United States
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Relationship Banker

Frisco, Texas;Plano, Texas; Richardson, Texas; Plano, Texas; Dallas, Texas; Richardson, Texas; Prosper, Texas; Frisco, Texas; Plano, Texas; Frisco, Texas; Cross Roads, Texas; Carrollton, Texas; Frisco, Texas; Carrollton, Texas; Lewisville, Texas; Frisco, Texas

  • To proceed with your application, you must be at least 18 years of age.

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  • 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 an 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!

  • This position is open for the entire market and the specific Financial Center location will be based on business needs. If you are offered a position, you will train at one financial center, and then potentially move to another location that is within a reasonable commuting distance of your home to the extent permitted by applicable law.
  • Job Description :
  • This job is responsible for engaging clients in the lobby to educate and assist with conducting transactions through self-service resources, such as mobile banking, online banking, or ATM. Key responsibilities include accurately and efficiently processing cash transactions for clients as needed. Job expectations include having deep conversations with clients to gain in-depth knowledge of the financial and life priorities and connecting clients to solutions that meet the financial goals.

  • Responsibilities :
  • Executes the bank's risk culture and strives for operational excellence
  • Builds relationships with clients to meet financial needs
  • Follows established processes and guidelines in daily activities to do what is right for clients and the bank, adhering to all applicable laws and regulations
  • Grows business knowledge and network by partnering with experts in small business, lending, and investments
  • Manages financial center traffic, appointments, and outbound calls effectively
  • Drives the client experience
  • Manages cash responsibilities
  • Required Qualifications :
  • Is an enthusiastic, highly motivated self-starter with a strong work ethic and intense focus on results, acting in the best interest of the client
  • Collaborates effectively to get things done, building and nurturing strong relationships
  • Displays passion, commitment and drive to deliver an experience that improves our clients' financial lives
  • Is confident in identifying solutions for new and existing clients based on their needs
  • Communicates effectively and confidently and is comfortable engaging all clients
  • Has the ability to learn and adapt to new information and technology platforms
  • Is confident in educating clients on how to conduct simple banking transactions through self-service technologies (for example, ATM, online banking, mobile banking)
  • Applies strong critical thinking and problem-solving skills to meet clients' needs
  • Will follow established processes and guidelines in daily activities to do what is right for clients and the bank, adhering to all applicable laws and regulations
  • Efficiently manages time and capacity
  • Focuses on results while acting in the best interest of the client
  • Can be flexible to work weekends and / or extended hours as needed
  • Desired Qualifications :
  • Experience in financial services and knowledge of financial services industry, products and solutions
  • One year of demonstrated successful sales experience in a salary plus incentive environment with individual sales goals
  • Six months of cash handling experience
  • Bachelor's Degree or business-relevant Associate's Degree such as business management, business administration or finance​
  • Skills :
  • Adaptability
  • Business Acumen
  • Customer and Client Focus
  • Oral Communications
  • Problem Solving
  • Account Management
  • Client Experience Branding
  • Client Management
  • Client Solutions Advisory
  • Relationship Building
  • Business Development
  • Pipeline Management
  • Prospecting
  • Referral Identification
  • Referral Management
  • Minimum Education Requirement :
  • High School Diploma / GED / Secondary School or equivalent
  • Shift :
  • 1st shift (United States of America)

  • Hours Per Week :
  • 40

    Bank of America and its affiliates consider for employment and hire qualified candidates without regard to race, religious creed, religion, color, sex, sexual orientation, genetic information, gender, gender identity, gender expression, age, national origin, ancestry, citizenship, protected veteran or disability status or any factor prohibited by law, and as such affirms in policy and practice to support and promote the concept of equal employment opportunity, in accordance with all applicable federal, state, provincial and municipal laws. The company also prohibits discrimination on other bases such as medical condition, marital status or any other factor that is irrelevant to the performance of our teammates.

    View your

  • "Know your Rights (https : / / www.eeoc.gov / sites / default / files / 2023-06 / 22-088\_EEOC\_KnowYourRights6.12.pdf) "
  • poster.
  • View the LA County Fair Chance Ordinance (https : / / dcba.lacounty.gov / wp-content / uploads / 2024 / 08 / FCOE-Official-Notice-Eng-Final-8.30.2024.pdf) .
  • Bank of America aims to create a workplace free from the dangers and resulting consequences of illegal and illicit drug use and alcohol abuse. Our Drug-Free Workplace and Alcohol Policy ("Policy") establishes requirements to prevent the presence or use of illegal or illicit drugs or unauthorized alcohol on Bank of America premises and to provide a safe work environment.

    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. Should you be offered a role with Bank of America, your hiring manager will provide you with information on the in-office expectations associated with your role. These expectations are subject to change at any time and at the sole discretion of the Company. To the extent you have a disability or sincerely held religious belief for which you believe you need a reasonable accommodation from this requirement, you must seek an accommodation through the Bank's required accommodation request process before your first day of work.

    This communication provides information about certain Bank of America benefits. Receipt of this document does not automatically entitle you to benefits offered by Bank of America. Every effort has been made to ensure the accuracy of this communication. However, if there are discrepancies between this communication and the official plan documents, the plan documents will always govern. Bank of America retains the discretion to interpret the terms or language used in any of its communications according to the provisions contained in the plan documents. Bank of America also reserves the right to amend or terminate any benefit plan in its sole discretion at any time for any reason.