Hybrid Client Service Specialist (Banking & Onboarding)
First Citizens
First Citizens is seeking candidates for a hybrid role focused on servicing commercial client requests in Phoenix, AZ. The position involves supporting clients through various channels, ensuring accurate and timely resolutions while maintaining compliance with regulations. Candidates should have a Bachelor's Degree with 1 year of relevant experience or a High School Diploma with 2 years of experience in the banking or customer service sector. Adequate benefits are provided. #J-18808-Ljbffr
- Job Role : Loan Processing Support Specialist Location : Phoenix, AZ - 85016 - Hybrid Duration : 12 Months On site min 3 days a week and they will need a... ...Support Specialists take end to end ownership of loan and service exceptions, remove workflow bottlenecks, and provide...SuggestedWork from home3 days per week
$51.8k - $95.9k
Position Overview Act as the primary client contact to uncover financial needs and provide holistic banking and investment solutions while... ...approach to meet sales and service objectives. Responsibilities... ...digital features, and support onboarding, documentation and service...SuggestedLocal area$51.8k - $95.9k
Acts as the primary client contact to uncover financial needs and provide holistic banking and investment solutions in compliance... ...recommendations on products, pricing, and services; connects customer with... ...guidelines. Supports client onboarding, documentation, and service...SuggestedContract workTemporary workLocal area- ...Overview This is a hybrid role with the expectation that time... ...initial point of contact on banking inquiries and concerns. * Provides... ...for existing and prospective clients via inbound telephone calls... ..., confidential client service through bankcard, business online...SuggestedWork at office
- ...Overview This is a hybrid role with the expectation that time... ...the primary contact for the servicing of commercial client requests with a focus on... ...opening, account servicing, bank transaction inquiries, and... ...Provides client support for onboarding and servicing requests received...SuggestedWork at office
$14.65 - $22.55 per hour
...Branch Banking - Client Consultant I Location: Phoenix, AZ 85028-6005 A Branch Banking Client Consultant I provides customers with high quality, prompt, and professional financial services. Responsible for interacting with clients and providing exceptional service...Local area$17 - $22.55 per hour
...Position Title Branch Banking - Client Consultant I Location Scottsdale, AZ 85260-6655 Job Summary Branch Banking Client... ...for interacting with clients and providing exceptional service by greeting them as they enter one of our branches and providing...Local area$60k
...A leading financial services company is seeking a Remote Bookkeeping Relations Specialist to guide clients through onboarding and support their journey. You'll lead meetings, manage client communications, and help clients with accounting setups, ensuring they feel supported...Remote work$37.8k - $51.98k
...and third-party plan specialists. What you will do... ...launch your financial services career in our call center... ...Partner with our team and clients to: Provide... ...teaching, military, or banking) OR two or more years... ...***For remote and hybrid positions you will be...16 hoursTemporary workWork experience placementCasual workWork at officeLocal areaRemote workWork from homeWork visaMonday to FridayFlexible hours$60k
...A reputable financial services firm is seeking a remote Bookkeeping Relations Specialist in Arizona. You will be the primary contact for clients in the Bookkeeping department, guiding them through onboarding and supporting their service journey. This role requires strong...Remote workFlexible hours- JPMorganChase is seeking a Relationship Banker in Phoenix, Arizona, to provide exceptional client service while utilizing cutting-edge banking technology. You will manage client relationships, offering tailored banking solutions to effectively meet their financial needs...
$250k
...Representative in Consumer and Small Business Banking as part of Everyday Banking - Premier.... ...for a variety of financial products and services through a variety of other channels... ...and understanding of High Net Worth (HNW) clients; affluent client services Basic...Full timeWork experience placementWork at officeLocal areaMonday to FridayWeekend work- ...insurance agency based in Chandler, Arizona seeks a detail-oriented Client Administrator to support real estate accounts by assisting... ...Insurance Advisors with policy administration and client service. This hybrid role allows work from Chandler, Phoenix, or Tucson....
- ...Scottsdale, Arizona, is seeking a financial services professional to act as the primary client contact and provide holistic banking solutions. Ideal candidates will have a... ...coordinating outreach efforts, and supporting client onboarding. This position comes with a competitive...
- ...Engagement Associate I will answer and resolve member inquiries regarding account maintenance and general banking matters, via phone call. They will ensure world class service is delivered by way of effective communication, creative problem solving, and product and service...Work at office
- ...deep specialization in mortgage, financial services, and other regulated industries, and an... ...For more than 20 years, ABT has helped clients build secure, compliant, and fully... ...You will identify prospective mortgage, banking, credit union, and healthcare-practice customers...
$17.5 per hour
...Mountain America, we create exceptional service experiences with every member, every time... ...phone calls using the MACU New Member Onboarding approach Branch Operations Maintains cash... ...variety of ways, including ATMs, online home banking, mobile banking, direct deposit,...Hourly payFull timeWork at officeWork from homeMonday to Friday$14.65 - $22.55 per hour
...Flagstar Bank is hiring for the Branch Banking - Client Consultant I position in Phoenix, AZ. This role is vital for providing customers high-quality financial services and supports team efforts in achieving growth targets. Responsibilities include financial transactions...Bank staff- ...Full-time Department Name: Customer Service Office Type: Remote Company Description... ...and opportunities for our employees, clients and stakeholders. We celebrate both individual... ...message or group chat; (b) request banking or credit card information during the interview...Full timeWork at officeRemote workFlexible hours
- Bank of America is looking for a motivated individual to engage clients in Phoenix, AZ, assisting with transactions and providing excellent customer service. Responsibilities include educating clients about banking services, managing transactions, and building relationships...
$20.25 - $24.75 per hour
...U.S. Bank is seeking a Client Relationship Consultant in Phoenix, Arizona. This role focuses on building strong client relationships through various channels, including in-person and virtual interactions. Ideal candidates should have a high school diploma and experience...Hourly pay- ...U.S. Bank is seeking a Client Relationship Consultant in Scottsdale, Arizona. This role builds strong client relationships through proactive outreach and communication across various channels, providing tailored banking solutions. Successful candidates will have a high...
- ...Client Onboarding Specialist Job Category: Service Requisition Number: QUALI001049 Posted: April 22, 2026 Full-Time On-site Scottsdale, AZ 85251, USA Description Job Title: Client Onboarding Specialist Job Summary: We are seeking a detail-oriented...Full timeWork experience placement
- ...Nuvant Consulting Group is seeking a Virtual Client Onboarding Representative based in Phoenix, AZ. This role involves guiding new clients through financial solutions, making outbound communications, and maintaining client records in a CRM system. Applicants should ideally...Flexible hours
$51.8k - $95.9k
Bank of Montreal is seeking a client contact representative in Scottsdale, Arizona, to uncover financial needs and provide comprehensive banking solutions... .... The role requires 3+ years of experience in financial services and knowledge of various banking products. Compensation...- Bank of America in Phoenix, Arizona is seeking motivated individuals to help clients in the lobby by educating them on transactions through mobile and online banking. The role... ...skills, experience in financial services, and a dedication to improving clients' financial...
- ...Relationship Banker in Phoenix, Arizona. In this role, you will manage client relationships and utilize financial technology to meet clients'... ...candidate has at least one year of sales experience in Retail Banking and excels in communication and problem-solving....
- ...major financial institution seeks a Private Banking professional based in Scottsdale, Arizona... ...to drive business development and manage client relationships. The ideal candidate should... ...years of experience in complex financial services and must hold specific licenses....
- Bank of America in Scottsdale, Arizona is hiring a client engagement representative. This role centers on engaging clients in the lobby, assisting with banking transactions, and building strong client relationships. Successful candidates will thrive on results, manage cash...Work at officeWeekend work
- J.P. Morgan Wealth Management - Private Client Advisor - Scottsdale, AZ Location: Scottsdale... ...- Business Unit: Consumer & Community Banking - Posting Date: 10/08/2025, 08:05 PM - Locations... ..., and delivering outstanding customer service while staying committed to diversity and...Full time
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