Strategic Banking Client Services Specialist
Poppy Bank
Poppy Bank is seeking skilled Client Service Representatives at Senior New Accounts/CSR levels to open consumer and complex business accounts, process transactions, and advise customers on products and services. The role emphasizes compliance with bank policies and regulations and proactive client relations. Responsibilities include cross-selling, maintaining various account types, and referring clients to appropriate staff and partners for new services. #J-18808-Ljbffr Poppy Bank
- ...Sr. Client Service Specialist The Location: Coronado, California Reports To: Client Service Manager Make a Difference Where It Matters Most At CalPrivate Bank, we believe banking is personal. We have deep roots in the communities we serve, and our client relationships...SuggestedBank staff
- ...civil litigation? Patenaude & Felix, APC is seeking a full-time Client Services Representative to join our growing litigation team. We offer... ..., professionalism, and results in creditors' rights and banking litigation. Since 1991, we have grown into a multi-state firm...SuggestedFull timeWork at officeMonday to Friday
- ...Sr Client Advisor - Commercial Lines Extraordinary opportunity. Exceptional experience... ...renewal rates. Collaborates with Client Service to analyze renewal business and place new... ...message or group chat; (b) request banking or credit card information during the interview...SuggestedFlexible hours
- ...Banc of California, Inc. (NYSE: BANC) is a bank holding company with over $34 billion in... ...banking and treasury management services to small, middle market, and venture backed... ...service payment processing solutions to its clients and serves the Community Association Management...SuggestedLocal areaImmediate startFlexible hours
- Bank of America in El Cajon is hiring for a position focused on engaging clients in lobby services while assisting with transactions via mobile and online banking. Candidates will need to build strong client relationships to address their financial goals. This role includes...Suggested
$169.41k - $200k
...delivery of the Treasury Management services to new and existing customers.... ...Managers to use consultative and strategic sales skills to turn prospects into clients and to expand business of existing... ...Managers. Represent the Bank in the local and regional Treasury...Local area$17.7 - $24.87 per hour
...doors since 1960. As a mortgage banking firm, we are dedicated to... ...level of professionalism and service unsurpassed in the lending industry... ...Summary The Customer Care Specialist plays an important role in... ...agents, referral partners, past clients and/or recruits with the goal...Minimum wageWork at officeLocal area$71k - $96k
Associates at California Bank & Trust work in a relationship-centered... ...relationships with our clients and with each other. Our workplace... ...California-focused financial services company dedicated to serving... ...satisfaction drivers and strategic planning to achieve desired business...Work experience placementWork at officeFlexible hours$20 - $25 per hour
...Customer Service Representative Mechanics Bank is currently searching for a Customer Service Representative to join our team. Here at Mechanics Bank... ...Performs routine teller transactions and works directly with clients. Accepts, verifies, and processes basic to more complex...Hourly pay16 hoursWork experience placementWork from homeFlexible hoursShift workNight shift$23.75 - $27.55 per hour
...members and prospective members the full range of products and services offered by Navy Federal Credit Union including depository accounts... ...and credit/debit cards. To perform moderately complex platform banking functions under supervision while developing confidence and...Hourly payPart timeShift work$80k - $100k
...financial data. Our API-based platform enables banks, fintechs, and lenders to use automated... ...is well-funded and backed by leading strategic investors like Synchrony and Citi, along... ...and positioning Support preparation for client presentations and executive-level...Local area- Poppy Bank in La Mesa, California, seeks dynamic Client Service Representatives at various levels (II, III, Senior) to open and manage consumer and business accounts. The role emphasizes excellent customer service, compliance with banking regulations, and proficiency in...
- ...Private Client Advisor At J.P. Morgan Chase, we have an enthusiasm for helping our clients... ..., and delivering extraordinary customer service while maintaining a strong commitment to... ...teammates' success and the goals of the bank, while fostering a culture of diversity...
- ...experiences and opportunities for our employees, clients and stakeholders. We celebrate both... ...rates. Collaborates with Client Service to analyze renewal business and place new... ...instant message or group chat; (b) request banking or credit card information during the...Flexible hours
$70.3k - $77k
...Overview Axos Bank Target Range: $70,304.00/Yr. - $77,000.00/Yr. Actual starting pay will vary based on factors including, but... ...goals and targets. About This Job: The Senior Commercial Loan Servicing Specialist provides advanced operational support for complex commercial...Work at officeLocal area- ...members and prospective members the full range of products and services offered by Navy Federal Credit Union including depository... ...and credit/debit cards. To perform moderately complex platform banking functions under supervision while developing confidence and function...Full timeInternship
- Mechanics Bank is currently searching for a Customer Service Representative to join our team. Here at Mechanics Bank, we value connection, partnership, long... ...routine teller transactions and works directly with clients. Accepts, verifies, and processes basic to more...Hourly pay16 hoursFull timeWork experience placementWork from homeFlexible hoursShift workNight shift
- ...Financial Service Representative I The position of Financial Service Representative I is established to provide prompt, professional... ..., Skills) High school diploma or equivalent. One year of banking experience to include: knowledge of member interviewing techniques...Full timeWork experience placementMonday to FridayWeekend work
$28.84 - $38.46 per hour
...information. Responsible for functions that include compliance, marketing, operations, policies and procedures as it relates to commercial banking in the region and general office management. Reviews and recommends new methods and procedures for efficient operation. Keeps...Hourly payWork at office- JPMorgan Chase & Co. is seeking a Private Client Banker in Coronado, California. The role focuses on managing affluent clients' banking relationships, providing exceptional customer service, and recommending solutions tailored to individual financial needs. Qualified candidates...
- JPMorgan Chase & Co. is seeking a Private Client Banker in San Diego, California. The role involves managing banking relationships with affluent clients, providing tailored financial education and advice while exceeding customer expectations. The ideal candidate should...
$26.11 - $40 per hour
...Sales Support Specialist (Business/Commercial Lending Assistant) What sets First... ...businesses prosper. First Citizens Bank has an opportunity for a Sales... ...Business Banking groups in the sales, servicing and management of clients and loan portfolios. This is an in...Hourly payWork experience placementWork at office$23 - $25 per hour
...Job Opportunity At U.S. Bank At U.S. Bank, we're on a journey to do our best. Helping... ...what you excel atall from Day One. Client Relationship Consultant This role has... ...five years minimum experience in customer service and sales. The successful candidate will...Temporary work$30.9 - $37.76 per hour
...Job Title At U.S. Bank, we're on a journey to do our best. Helping the customers and... ...atall from Day One. Job Description Client Relationship Consultants build... ...available deposit and loan products and services, and recommending solutions based on each...Temporary work- ...Total Hours/week: 40.00 Shift: 1st Shift Client: Medical Device Company Level Of... ...Must-Have Qualifications Experience in a service request/customer‑centric environment, processing... .../Agreements, Company Documents (W9, Banking remit info, etc.), Data Requests. Handle...Contract workFlexible hoursShift workDay shift
- ...Description General Summary The Financial Service Representative (FSR) is based in a branch... ...all electronic services such as online banking, mobile banking, mobile deposits, direct... ...and new member relationships – expanded client base thru business development, on-sites,...Work at office
$40.5k - $67.5k
PNC Financial Services Group, Inc. is hiring a Client Experience Associate in San Diego, CA. This role focuses on enhancing customer interactions, educating clients on banking options, and identifying banking opportunities to support customer needs. The ideal candidate...$250k
...your annual new logo booking quota through strategic prospecting and consultative selling ~... ..., Product, Legal, and Professional Services teams ~ Leverage account-based marketing... ...financial risk management Knowledge of banking relationships, payment operations, FX...Full timeContract workWorldwide- Job Description At Bank of America, we are guided by a common purpose... ...and delivering for our clients, teammates, communities and shareholders... ...Partners with Product Specialists and support partners to... ...years of B2B sales and/or client service experience in a financial...Work experience placementWork at officeShift workDay shift
- ...Associate As a member of the Axos Commercial Banking team, the Sr. Relationship Onboarding... ...for new and complex Commercial Banking clients. You will play a vital role to ensure a... ...transition for clients while adhering to defined service level agreements and ensuring an...Work at officeLocal area
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