Capital One

Relationship Manager - Plano

Capital One

Plano, TX, USA
Full-TimeDepends on ExperienceMid-LevelBachelors
Job Description

Welcome to Capital One! We are currently seeking a driven and passionate Relationship Manager to join our team in Plano. As a Relationship Manager, you will play a crucial role in building and maintaining strong relationships with our clients by providing exceptional service and personalized financial solutions. We are looking for someone who is highly motivated, has excellent communication skills, and is dedicated to making a positive impact in the lives of our customers. If you have a strong background in finance and are ready to take your career to the next level, then we would love to hear from you!

  1. Build and maintain strong relationships with clients by providing exceptional customer service.
  2. Develop a deep understanding of clients' financial needs and offer personalized solutions.
  3. Act as the main point of contact for clients and handle all inquiries and concerns in a timely and professional manner.
  4. Proactively identify opportunities to upsell and cross-sell products and services to clients.
  5. Collaborate with internal teams to ensure a seamless and efficient client experience.
  6. Keep up-to-date with industry trends and changes in the market to better serve clients.
  7. Meet and exceed sales goals and targets set by the company.
  8. Maintain accurate and organized client records and documentation.
  9. Act as a brand ambassador for Capital One, representing the company in a positive and professional manner.
  10. Continuously develop and improve relationships management skills through training and learning opportunities.
  11. Provide feedback and suggestions for improvement to management to enhance the client experience.
  12. Comply with all company policies, procedures, and regulations.
  13. Stay up-to-date with financial regulations and ensure all client interactions are in compliance.
  14. Handle any escalated client issues and complaints with empathy and professionalism.
  15. Proactively identify and mitigate any potential risks to the company or clients.
  16. Maintain confidentiality and handle sensitive client information with discretion.
  17. Collaborate with team members to ensure a cohesive and positive work environment.
  18. Participate in team meetings and training sessions to stay informed and up-to-date on company updates and changes.
Where is this job?
This job is located at Plano, TX, USA
Job Qualifications
  • Excellent Communication And Interpersonal Skills.

  • Bachelor's Degree In Business, Finance, Or A Related Field.

  • At Least 3 Years Of Experience In Relationship Management Or Customer Service.

  • Proven Track Record Of Building And Maintaining Strong Relationships With Clients.

  • Knowledge Of Financial Products And Services, Including Loans, Credit Cards, And Investments.

Required Skills
  • Risk Management

  • Financial Planning

  • Communication

  • Time Management

  • Analytical skills

  • Negotiation

  • customer service

  • Team Building

  • Client Relationships

  • Strategic Thinking

  • Sales skills

  • Problem-Solving

Soft Skills
  • Communication

  • Conflict Resolution

  • Emotional Intelligence

  • Leadership

  • Time management

  • creativity

  • Attention to detail

  • Teamwork

  • Adaptability

  • Problem-Solving

Compensation

According to JobzMall, the average salary range for a Relationship Manager - Plano in Plano, TX, USA is $52,000 - $110,000. This range can vary depending on factors such as the specific industry, company size, and years of experience. Additional factors such as bonuses, commissions, and benefits may also affect the overall salary range.

Additional Information
Capital One is an Equal Opportunity Employer. We celebrate diversity and are committed to creating an inclusive environment for all employees. We do not discriminate based upon race, religion, color, national origin, sex, sexual orientation, gender identity, age, status as a protected veteran, status as an individual with a disability, or other applicable legally protected characteristics.
Required LanguagesEnglish
Job PostedMarch 19th, 2025
Apply BeforeJune 9th, 2026
This job posting is from a verified source. 
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About Capital One

Capital One Financial Corporation is an American bank holding company specializing in credit cards, auto loans, banking, and savings accounts, headquartered in McLean, Virginia. Capital One is ranked 11th on the list of largest banks in the United States by assets.

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