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
- ...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
$65k - $140k
...Commercial Sales & Service Cultivates, builds, and... ...portfolio of small business clients to build a pipeline of... ...service, and support. Develops and maintains... ...information about business banking products and services.... ...lending processes and loan documentation, and supporting...SuggestedPart timeLocal area$20 - $28 per hour
...Overview At First Citizens Bank, together we become... ...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...SuggestedHourly payWork at officeImmediate startShift work- ...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
$16.9 - $23.51 per hour
...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 per... ...appropriate products and services to clients and prospects. Contributes...SuggestedFull timeWork experience placementWork at office- ...Customer Service Manager Westamerica is among the largest commercial banks headquartered in California. We are looking for outstanding... ...40 Customer Service & Sales Support • Deliver five points of... ...based on knowledge of client's account history. Schedules appropriate...Work experience placementWork at office
- ...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....
$70k - $120k
...Senior Branch Service ManagerEmbrace RBC Wealth Management's core values and culture as an... ...of our branch serving financial advisors, clients and the team. The Senior Branch Service... ...commissions, and stock where applicableLeaders who support your development through coaching and...Work at officeFlexible hours- 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
$27 - $30 per hour
...Adecco Healthcare & Life Sciences is assisting our client hire an Employment Services Specialist in Concord, California . This role is in person / onsite... ...• 1 year of experience providing career advising or support service provision to persons who are homeless and...Hourly payWeekly payContract workTemporary workLocal areaMonday to Friday$128k - $168k
...Walnut Creek, CA / Berkeley, CA / San Jose, CATax - Private Client Services (PCS) /Full-time /HybridBPM - where caring and community is in... ...clients make informed decisions that optimize tax efficiency and support long-term wealth preservation. You'll build meaningful...Full timeSummer workPrivate practiceWork at officeLocal areaRemote workRelocation packageFlexible hours$172k - $227k
...Beach City, CA / Santa Monica, CA / Las Vegas, NVTax - Private Client Services (PCS) /Full-time /HybridBPM - where caring and community is... ...BPM's B Corp commitment is reflected in the way we work and support one another. Who is successful at BPM: Caring people who put...Full timeSummer workPrivate practiceWork at officeLocal areaRemote workFlexible hours$21.42 - $23.59 per hour
...providing a better alternative to banks. A credit union is more than a... ...is seeking to hire a Member Service Representative I or II!... ...and your Family ~ Employee loan discounts ~ Casual dress code... ...Credit Union partners with TQC to support our recruiting and hiring needs...Casual workWork 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...Work at office
- ...Are:Accenture is a leading solutions and services company that helps the world’s leading... ...the reinvention partner of choice for our clients and to be the most client-focused, AI-... ...to transform utility operations. Whether supporting business process improvements or large-scale...Work experience placementLive inWork at officeLocal area
$34.6 - $35.58 per hour
...Service AssociateWalnut Creek, California, United StatesAllworth Financial is an independent... ...other financial considerations to help clients evaluate decisions in the context of their... ...work with our Service team and provide support to our Financial Advisors. This role goes...Hourly payFull timeContract workPart timeInternshipWork at officeFlexible hours- ...Job Description Job Description Client Services Representative Eco Performance Builders is a well-established and rapidly growing... ...speak up and help make it happen. Special Projects & Team Support From time to time, you may be asked to assist with projects...For contractorsWork experience placementFlexible hours
$22 - $26 per hour
...Client Service Coordinator – Veterinary Emergency & Specialty SAGE Veterinary Centers | Concord, CA Compensation: $22.00–$26.00/... ..., coordinate procedures, and maintain accurate calendars. Support clients navigating veterinary emergencies while remaining calm...Full timeSummer workMonday to FridayFlexible hoursShift work- ...traits for success in the insurance and financial services industry. Here’s why athletes thrive with us:... ...setting, working together towards common goals and supporting each other to achieve the best results for our clients. # Resilience and Determination: Athletes are...InternshipWork at officeLocal areaFlexible hours
$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$35.15k - $90k
...Registered Client Service Associates provide exceptional service to our clients and support Financial Advisor(s) (FAs)/ Private Wealth Advisor(s) (PWAs)/ teams on a daily basis. Through regular interactions with clients, individuals in this role build trusted relationships...Full timeTemporary workWork at officeLocal areaWork visa$85k - $95k
...successful relationships with clients, vendors, and carriers to improve... ...rounding and referrals. Support marketing and sales teams as needed... ...Benefits: ESPP; 401k; Student Loan Assistance; Tuition... ...Mental Health & Enhanced Advocacy Services Beyond Benefits: Paid Time Off...Hourly payWork at officeLocal area$125k - $155k
...notices, mechanics liens, and lien releases when applicable. Support annual budgeting, cash forecasting, branch profitability... ...vendor maintenance, refunds, customer credits, journal entries, and banking access. Evaluate accounting workflows, documentation, and ERP...Full timeLocal areaMonday to Friday$108k - $157k
...fast-growing industries, Aprio ensures clients are prepared for wherever life or business... ...is seeking a Manager, Assurance Services to join our growing assurance practice.... ...training, and ongoing professional development.Support business growth by fostering strong client...Full timeWork at officeLocal areaRemote workFlexible hours$110.99k - $116.54k
...regularly provided goods and services are regularly competitively bid... ...the Executive Director, provide support in the fiscal oversight and... ...BSC assets. # Oversee the BSC bank accounts and signers and... ...semesterly. Grants and collects house loans and advances. Performs...Full timeContract workWork experience placementWork at office$91.7k - $163.7k
...start Caring. Connecting. Growing together.The Field Service Manager is single point of contact for all client specific Desktop Services' discovery, transition,... ...experience6+ years of experience delivering Desktop Support services against the committed service quality and...Minimum wageFull timeWork experience placementLocal areaRemote work- ...reinvention partner of choice for our clients and lead in the safe,... .... Through our Reinvention Services, we offer broad expertise across... ...-site rollout, lifecycle support and operating model.Develop commercial... ...support and multi-site scale.Specialist role in broader pursuits:...Live inWork at officeLocal area
$115.4k
...hybrid care model, we serve over 175,000 clients annually through more than 1.7 million sessions... ...‑led organization, we're built to support the people who do this work with the tools... ...are eligible for health insurance, student loan repayment assistance, paid time off, and...Bi-weekly payFull timeTemporary workFlexible hours$115.4k
...hybrid care model, we serve over 175,000 clients annually through more than 1.7 million sessions... ...-led organization, we're built to support the people who do this work with the tools... ...are eligible for health insurance, student loan repayment assistance, paid time off, and...Bi-weekly payFull timeFlexible hours- ...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
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