Banking Services Specialist: Loans & Client Support
California Bank of Commerce
California Bank of Commerce seeks a Banking Services Officer to oversee commercial loan, deposit and treasury management servicing, acting as the primary contact for client servicing and resolving issues with independent judgment while ensuring regulatory compliance and excellent service levels. The role collaborates with Relationship Managers, Lending, Operations and Compliance to deliver accurate, timely banking services and to support onboarding, documentation, and ongoing servicing in line #J-18808-Ljbffr California Bank of Commerce
$30 - $32 per hour
...team at United Business Bank and enjoy a friendly... ...are encouraged and supported. We pride ourselves on... ...commitment to our client base. Thank you for considering... ...outstanding customer service. United Business Bank... ...Position... The Loan Service Specialist II is an onsite...SuggestedFull timeTemporary workWork at officeFlexible hours$65k - $140k
...Job Family Group:Retail Banking Sales & ServiceActs as the primary client contact to uncover financial... ...products, pricing, and services; connects customer with... ...playbook and guidelines.Supports client onboarding,... ...understanding of deposit, loan (including mortgage) and...SuggestedContract workTemporary workPart timeLocal area- ...enthusiasm for helping our clients, taking care of our... ...extraordinary customer service while maintaining a strong... .... Your expertise will support a wide range of clients... ...and the goals of the bank, while fostering a culture... ...advice, small business loans and payment processing....Suggested
- ...Description Description: The Banking Services Officer (BSO) is responsible... ...and overseeing commercial loan, deposit and treasury management... ...primary point of contact for client servicing matters and... ...compliance, and client relationship support. The Banking Services Officer...SuggestedWork experience placementBank staffWork at office
$23.51 - $29.04 per hour
...Financial Service Representative Monday-Friday 10:... ...team relationships by supporting others in their learning... ...loyalty through use of TCU's Client Relationship Management... ...and small business loan products, cash... ...deliveries. Adheres to all banking regulations. Required...SuggestedHourly payImmediate startMonday to FridayFlexible hoursWeekday work$25k
...Business Banking Relationship Manager Our... ...to help business clients achieve their goals... ...payment, merchant services, and credit card solutions that support every stage of growth... ...by a team of specialists and a full suite of... ...building efforts, from loan generation and...Temporary workWork experience placementRelocation package3 days per week- First Citizens Bank in Walnut Creek seeks a Sales and Service Representative to handle branch transactions and assist customers... ...and explain bank capabilities, and support the sales efforts by referring opportunities to specialists. The successful candidate will...
$20 - $28 per hour
Overview At First Citizens Bank, together we become... ...and work. The Sales and Service Representative is... ...tools, and resources, and supports the sales efforts of a... ...support team by making client servicing calls, identifying... ...branch team members or specialist Adaptability: Has the...Hourly payWork at officeImmediate startShift work- BMO U.S. seeks a Financial Services Consultant to serve as the primary client contact for uncovering financial needs and delivering holistic banking and investment solutions in compliance with regulatory policies. You will collaborate with BMO partners, COIs, and the community...
- ...among the largest commercial banks headquartered in California.... ...a wide variety of financial services with a superior customer service... ...are maintained. Sales Support: Meets goal of $110/FTE... ...appropriate products and services to clients and prospects. Contributes...Work experience placementWork at office
- ...GENERAL JOB DESCRIPTION The Sr. Client Accountant Specialist provides outstanding service to our clients by maintaining an... ...processing, payroll submission, bank reconciliations, and preparation... ...anticipate needs and provide proactive support. Oversee day-to-day...
- As a Private Client Advisor in Chase Wealth Management, you will offer... ...families. Your expertise will support a wide range of clients, from... ...success and the goals of the bank, while fostering a culture of... ...role or equivalent financial services experience Demonstrated success...
- A technology services company in Pleasant Hill, CA, is seeking a Client Service/Technical Assistant to provide client support and technical assistance. Responsibilities include fielding customer calls, troubleshooting technical issues, and coordinating services. Ideal...Full time
$85k - $100k
...Technology teams help clients analyze complex financial... ...matters. The team supports corporations, boards of... ...advisory engagements in banking and healthcare, and... ...a fast‑paced, client‑service environment. Attention... ...professionals include specialist consultants, industry...Summer workWork at officeLocal areaImmediate start3 days per week$211.72k
...success. Where you are encouraged and supported to do your very best and given the tools... ...CDM Smith is seeking an Industrial Client Service Leader with a strong industrial water... ...senior project managers and key technical specialists as they work for clients to deliver...Temporary workWork experience placementH1b$32 per hour
...Client Intake Coordinator – Emergency Department -Day Shift Up to $32.00/hour (DOE) +... ...emergency clients, providing compassionate service during stressful situations. Triage... ...service charges during the intake process to support timely invoicing. Prepare and maintain...Full timeTemporary workFlexible hoursShift workNight shiftDay shift$75k - $85k
...dollar invested has a job to do for our clients. That's why we are committed to managing... ...career with us. As a member on the Client Services team, you'll play a pivotal role by... ...greeting clients, appointment preparation, and supporting the completion of required paperwork....$32 per hour
...Client Intake Coordinator Emergency Department -Day Shift Up to $32.00/hour (DOE) + $... ...emergency clients, providing compassionate service during stressful situations. Triage... ...service charges during the intake process to support timely invoicing. Prepare and maintain...Full timeTemporary workFlexible hoursShift workNight shiftDay shift- J.P. Morgan Chase & Co. is seeking a Private Client Investment Associate within Wealth Management to provide client service, operational support, and administrative help to Private Client Advisors. The role focuses on facilitating account openings, money movements, and...
- Allworth Financial seeks a Service Team Associate in Walnut Creek, CA to support our Financial Advisors with client inquiries, scheduling, and transaction processing. This role emphasizes a strategic approach to client service and maintaining accurate records. You will...
- ...Coleman Information Technology Group, Inc. is looking for a new Client Service/Technical Assistant team member with competent to proficient... ...for the right person to strengthen his or her IT, and client support skills. The person in this position acts as a primary point...Full timeWork at office
- In this role, the individual will serve as a Client Service Leader, advancing advisory services for priority clients as well as an Executive... ...driving growth of advisory services with key clients, supporting strategy, decision making, communications and stakeholder alignment...Full timeTemporary workShift work
- ...is conducting a search for an Administrative Assistant for a fiduciary services office in Walnut Creek, CA. The role requires highly organized, detail-oriented support for a busy team, handling client communications and confidential information with discretion. The...Work at office
$144k - $196k
Client Services Leader and Executive Director Job Category : Client Services Requisition Number : CG3CL007040 Posted : September 15, 2... ...includes driving growth of advisory services with key clients, supporting strategy, decision making, communications and stakeholder...Full timeTemporary workRemote workShift work- Allworth Financial in Walnut Creek, CA is seeking a seasoned Service Administrator to support our Financial Advisors and elevate client service. You will manage client requests, coordinate with advisors, and help clients understand services and tools. The role requires...
$80k - $150k
...solution rather than a collection of services, mapping capabilities to each client's talent acquisition strategy.... ...insurance ~#AnywhereAugust - We support remote work experiences to expand perspectives... ...financial information such as bank details, credit card numbers, or...Work experience placementSummer workRemote workFlexible hours- ...part-time Teller in Walnut Creek, CA. You will deliver friendly, efficient customer service, perform banking transactions, and identify opportunities to refer Citi products based on client goals. Responsibilities include handling cash, educating clients on digital...Part time
- ...requests, and collaborate with onboarding and other teams to ensure a smooth start and ongoing success. This role is in-office only and offers opportunities to support growth, improve client adoption, and work within a collaborative environment. #J-18808-Ljbffr CompassWork at office
- ...Caldwell, headquartered in Walnut Creek, California, seeks a Client Services Leader and Executive Director to define growth strategies for... ...executive relationships, and providing strategic counsel to support mission-driven objectives, while advancing a unified voice for...Remote job
- ...that lead to innovation. As a Tax Director within BPM's Private Client Services (PCS) practice , you will serve as a strategic advisor to... ...returned. We may use artificial intelligence (AI) tools to support parts of the hiring process, such as reviewing applications,...Summer workPrivate practiceWork at officeLocal areaRemote workFlexible hours
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