Sign up to access all features of our service.
  • Job search
  • Favorites
  • Create a CV
    New
  • Salaries
  • Subscriptions

Client Support Advisor (Banking)

Kforce Inc

Responsibilities Kforce has a client in Phoenix, AZ that is seeking a Client Support Advisor (Banking) who will serve as a trusted support partner to business clients – helping them navigate banking platforms, troubleshoot issues, and better understand the tools that keep their businesses moving. Summary: Are you a finance or economics graduate who enjoys helping clients, solving problems, and learning how modern banking and payments really work? This is an excellent opportunity to build a strong foundation in banking operations, treasury services, and cash management while working directly with clients and gaining exposure to a wide range of financial products and technologies. Serve as a client‑facing point of contact to support day‑to‑day banking and treasury service needs Assist clients with online banking access, including password resets, user administration, navigation, and multi‑factor authentication support Support depository products such as checking (DDA), money market accounts (MMA), certificates of deposit (CD), account analysis, check clearing, and mobile/remote deposit capture Provide navigation and research support for domestic and international wire payments Assist with cash management products including ACH services, bill pay, lockbox, positive pay, investment cash sweep, and international solutions (letters of credit, foreign exchange, multi‑currency accounts) Help troubleshoot accounting software integrations, with a strong focus on QuickBooks synchronization Support fraud monitoring activities and assist with risk identification and resolution, including ACH blocks and filters Provide technical assistance with payment file imports and transaction troubleshooting Deliver a high standard of customer service through clear communication, responsiveness, and problem‑solving Requirements Bachelor's degree in Economics, Finance, or a closely related field (highly preferred) Strong interest in client‑facing work and willingness to actively engage with customers Excellent customer service, communication, and interpersonal skills Strong attention to detail with an aptitude for learning new systems and financial products Skills and Knowledge Online banking platforms and administration tools Cash management and payment products Wire payments, ACH, and fraud‑prevention features Merchant services and business credit/debit card fundamentals Payment processing and file import troubleshooting This Role Offers This position offers hands‑on exposure to real‑world banking operations, payments, and cash management solutions – making it an ideal stepping stone for candidates looking to grow a career in finance, treasury services, or banking technology. The role starts as a contract position for one year with potential to convert to FTE with Kforce’s client thereafter. The role requires one day a month in office and can be performed remotely otherwise. The pay range is the lowest to highest compensation we reasonably in good faith believe we would pay at posting for this role. We may ultimately pay more or less than this range. Employee pay is based on factors like relevant education, qualifications, certifications, experience, skills, seniority, location, performance, union contract and business needs. This range may be modified in the future. We offer comprehensive benefits including medical, dental, vision insurance, HSA, FSA, 401(k), and life, disability & ADD insurance to eligible employees. Salaried personnel receive paid time off. Hourly employees are not eligible for paid time off unless required by law. Hourly employees on a Service Contract Act project are eligible for paid sick leave. Note: Pay is not considered compensation until it is earned, vested and determinable. The amount and availability of any compensation remains in Kforce’s sole discretion unless and until paid and may be modified in its discretion consistent with the law. This job is not eligible for bonuses, incentives or commissions. Kforce is an Equal Opportunity/Affirmative Action Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, pregnancy, sexual orientation, gender identity, national origin, age, protected veteran status, or disability status. #J-18808-Ljbffr Kforce Inc

Vacancy posted 15 hours ago
Similar jobs that could be interesting for youBased on the Client Support Advisor (Banking) in Phoenix, AZ vacancy
  • $20 per hour

    Kforce has a client that is seeking a Client Support Advisor - Banking & Treasury Services (Entry-Level) in Phoenix, AZ. Summary: You will launch (or grow) your career in financial services in a role that blends customer service, problem-solving, and hands-on exposure... 
    Suggested
    Contract work
    Internship
    Work at office
    Remote work
    Phoenix, AZ
    15 days ago
  • Loan Processing Support Specialist Location can be Baltimore MD, Tempe AZ, or Coppell Texas. On site min 3 days a week and they will need a working home computer and/or laptop. Zoom interviews for the first round and likely the 2nd round. The Loan Processing Support Specialist... 
    Suggested
    Immediate start
    Work from home
    3 days per week

    eTeam

    Phoenix, AZ
    1 day ago
  •  ...company that provides affordable and responsible credit, mobile banking, and payment products to everyday consumers. We were the...  ...interviewing at Upgrade, Inc. by 2x Sign in to set job alerts for “Support Specialist” roles. Phoenix, AZ $55,000.00-$60,000.00 1 week ago... 
    Suggested
    Full time
    Work at office
    Local area
    Remote work
    Flexible hours
    Weekend work

    Upgrade, Inc.

    Phoenix, AZ
    16 hours ago
  •  ...Private Client Advisor At J.P. Morgan Chase, we have an enthusiasm for helping our clients, taking...  ...and families. Your expertise will support a wide range of clients, from those just...  ...teammates' success and the goals of the bank, while fostering a culture of diversity... 
    Suggested

    Chase

    Scottsdale, AZ
    4 days ago
  • Kforce Inc is seeking a Client Support Advisor in Phoenix, AZ, to serve as a trusted support partner for business clients navigating banking platforms. This role provides an excellent opportunity for finance graduates looking to gain hands-on experience in banking operations... 
    Suggested
    Remote job
    Full time
    Contract work
    Work at office

    Kforce Inc

    Phoenix, AZ
    1 day ago
  • 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 requires building strong client relationships and efficiently managing cash transactions. Ideal... 

    Bank of America

    Phoenix, AZ
    15 hours ago
  •  ...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.... 

    JPMorgan Chase

    Phoenix, AZ
    15 hours ago
  • $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 Montreal

    Scottsdale, AZ
    3 days ago
  • A major financial institution seeks a Private Banking professional based in Scottsdale, Arizona, to drive business development and manage client relationships. The ideal candidate should bring over 12 years of experience in complex financial services and must hold specific... 

    Bank of America

    Scottsdale, AZ
    1 day ago
  •  ...Busey Bank in Phoenix, Arizona, seeks a Customer Care Advisor to champion customer relationships through exceptional service and support. This role requires managing digital-first customers, encouraging digital adoption, and ensuring customer satisfaction. The ideal candidate... 

    Busey Bank

    Phoenix, AZ
    2 days ago
  • $19 - $21 per hour

     ...Busey is looking for a Customer Care Advisor in Phoenix, Arizona, to act as a customer advocate, ensuring satisfaction through exceptional service and support. In this role, you will manage relationships with digital-first customers, providing proactive support and encouraging... 
    Hourly pay
    Work at office

    Busey

    Phoenix, AZ
    1 day ago
  • 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 office
    Weekend work

    Bank of America

    Scottsdale, AZ
    3 days ago
  •  ....P. Morgan Wealth Management - Private Client Advisor - Scottsdale, AZ Location: Scottsdale,...  ...- Business Unit: Consumer & Community Banking - Posting Date: 10/08/2025, 08:05 PM -...  ...needs. Job Responsibilities Champion and support your teammates' success and the goals... 
    Full time

    Aumni

    Scottsdale, AZ
    1 day ago
  •  ....P. Morgan Wealth Management - Private Client Advisor - Lake Havasu, AZ Lake Havasu City, AZ,...  ...Advisors Business Unit: Consumer & Community Banking Posting Date: 07/15/2025, 02:22 PM...  ...and families. Your expertise will support a wide range of clients, from those just... 
    Full time

    Aumni

    Phoenix, AZ
    4 days ago
  •  ...Branch Product Support Representative Wells Fargo is seeking a Branch Product Support Representative in Banker Connection as part of Consumer Banking & Lending (CBL). Learn more about the career areas and lines of business at wellsfargojobs.com. Are you ready for... 
    Full time
    Work experience placement
    Local area
    Immediate start
    Monday to Friday
    Flexible hours
    Shift work
    Weekday work

    Wells Fargo

    Phoenix, AZ
    3 days ago
  • $22 - $28 per hour

     ...About the Role: The Loan Support Specialist III is responsible for the servicing of consumer, small business, SBA and commercial loan...  ...regulations, policies and procedures. This role interacts with bank staff at all levels in multiple departments, customers, escrow/title... 
    Bank staff
    Work at office
    Immediate start

    Columbia Bank (WA, OR & ID)

    Phoenix, AZ
    4 days ago
  • $22 - $28 per hour

    About The Role The Loan Support Specialist IV is responsible for servicing consumer, small business, SBA and commercial loans in an environment...  ...and across departments. Demonstrate compliance with all bank regulations for assigned job function and keep up to date on regulation... 
    Hourly pay
    Work at office

    Columbia Bank

    Phoenix, AZ
    1 day ago
  •  ...financial services professional to act as the primary client contact and provide holistic banking solutions. Ideal candidates will have a consultative...  ...financial opportunities, coordinating outreach efforts, and supporting client onboarding. This position comes with a... 

    BMO

    Scottsdale, AZ
    15 hours ago
  •  .... For more than 20 years, ABT has helped clients build secure, compliant, and fully managed...  ...billing, and provides enterprise-grade support backed by Microsoft Premier Support and DART...  ...You will identify prospective mortgage, banking, credit union, and healthcare-practice... 

    Access Business Technologies

    Phoenix, AZ
    3 days ago
  • $18 per hour

     ...Bilingual Customer Service Representative – Entry-Level Corporate Banking Opportunity Location: Phoenix, AZ 85027 Pay: Starting at $18...  ...and enjoy helping people solve problems. In this role, you'll support customers with credit card and account-related inquiries while... 
    Full time
    Work at office
    Remote work
    Monday to Friday
    Flexible hours
    Shift work
    Weekend work
    Day shift
    Afternoon shift

    TalentBridge

    Phoenix, AZ
    10 days ago
  •  ...environment, this could be the perfect next step in your career. No banking experience is required - paid training is fully provided....  ...questions and balance inquiries Payments and transaction support Lost or stolen cards Fraud claims and disputes Online... 
    Full time
    Flexible hours
    Shift work
    Weekend work

    TalentBridge

    Phoenix, AZ
    4 days ago
  • $14.65 - $22.55 per hour

     ...Branch Banking - Client Consultant I Location: Phoenix, AZ 85028-6005 Job Summary: A Branch Banking Client Consultant I provides customers...  ...team in meeting branch goals. Job Responsibilities: Support team efforts to achieve growth targets in financial... 
    Local area

    Flagstar Bank

    Phoenix, AZ
    4 days ago
  • $17 - $22.55 per hour

     ...Position Title Branch Banking - Client Consultant I Location Scottsdale, AZ 85260-6655 Job Summary Branch Banking Client...  ...goals. Job Responsibilities: Sales Performance: Support team efforts to achieve growth targets in financial performance... 
    Local area

    Flagstar Bank

    Scottsdale, AZ
    2 days ago
  •  ...experiences and opportunities for our employees, clients and stakeholders. We celebrate both...  ..., processing inquiries, and providing support to ensure clients' insurance needs are met...  ...instant message or group chat; (b) request banking or credit card information during the... 
    Full time
    Work at office
    Remote work
    Flexible hours

    Trucordia

    Phoenix, AZ
    3 days ago
  • 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... 

    Bank of America

    Phoenix, AZ
    3 days ago
  •  ...you thrive, in one place. Living the Well Life ( means you’re supported in life, not just work. It means having robust benefits, competitive...  ...an Associate Customer Service Representative in Everyday Banking . Find out why we’re the #1 financial services company to grow... 
    Work experience placement
    Monday to Friday
    Shift work
    Weekend work
    Afternoon shift

    Wells Fargo

    Phoenix, AZ
    7 days ago
  •  ...commercial borrowers, including private non-bank lenders and institutional debt funds, for out growing publicly traded banking client. As a Title Review Auditor, you will be...  ...title searches from third-party vendors to support transaction due diligence. Collect and analyze... 
    Permanent employment
    Work at office
    Local area

    Agility 360

    Phoenix, AZ
    3 days ago
  • $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

    Flagstar Bank

    Phoenix, AZ
    1 day ago
  • $50k - $65k

     ...financial holding company, which along with its bank and non-bank consolidated subsidiaries,...  ...N.A. is looking to add a Digital Banking Client Service Representative to its team. (...  ...and multi-task, and the ability to support customers and internal team-members with... 
    Live in
    Monday to Friday

    Newtekone

    Phoenix, AZ
    15 hours ago
  • $51.8k - $95.9k

    Overview Acts as the primary client contact to uncover financial needs and provide holistic banking and investment solutions in compliance...  ...Collaborates with Financial Advisor, as appropriate, for clients...  ...playbook and guidelines. Supports client onboarding, documentation... 
    Temporary work
    Local area

    BMO U.S.

    Scottsdale, AZ
    1 day ago

Do you want to receive more vacancies?

Subscribe and receive similar vacancies to Client Support Advisor (Banking). Be the first to apply!