Client Relationship Specialist, Digital Banking
Us Bank
U.S. Bank seeks a Client Relationship Consultant to connect with customers in person, by appointment, and virtually, delivering personalized financial guidance and promoting digital solutions. You will open accounts, process requests, and educate clients on products while collaborating with branch teams to optimize service. The role emphasizes building trust, handling deposits and loans, and applying a digital-first approach to enhance the client experience at our California locations. #J-18808-Ljbffr Us Bank
- U.S. Bank in California is seeking Client Relationship Consultants to enhance customer engagement and build lasting relationships. This role emphasizes a digital-first mindset while addressing clients' banking needs through proactive outreach and education on available...Suggested
$29.08 - $35.54 per hour
At U.S. Bank, we’re on a journey to do our best. Helping the customers and businesses... ...at—all from Day One. Job Description Client Relationship Consultants build relationships with... ...best possible counsel while adopting a digital‑first mindset. Strong client relationships...SuggestedTemporary workLocal area- Citizens Business Bank in Walnut Creek, CA is seeking a Financial Sales Representative to grow commercial relationships by opening new accounts and cross‑selling banking products. You will identify opportunities, refer more complex needs, and work to exceed personal and...Suggested
$65k
...day across 40 to 75 calls. You set the tone for the entire client relationship. Before working with clients, you'll complete a 3-month mortgage... ...standing. Promotion paths into operations, marketing, banking, and management. Who succeeds Our strongest performers maintain...SuggestedFull timeWork at office- JPMorgan Chase & Co. seeks a Private Client Banker in Walnut Creek, CA, responsible for managing the banking relationships of affluent clients. The role includes soliciting referrals, providing tailored advice, and ensuring clients have access to self-service options. A...SuggestedFlexible hours
$21 per hour
...Responsibilities Connect with customers to cultivate lasting relationships that drive repeat business. Review, validate, and process customer... ...Choice Financial Family of Brands will never ask you for banking or other payment information at any point during the interview...Hourly payFull timeTemporary workCasual workWork at officeLocal area- Bank of America is seeking a motivated individual to provide client service support to Financial Advisors in Walnut Creek, CA. The role requires a client-centric... ...clients on services, and fostering strong client relationships. A High School Diploma or equivalent is...
- EP Wealth Advisors, Inc in Walnut Creek is seeking a Senior Client Relationship Associate to enhance client satisfaction and retention. You will be the primary contact for client inquiries, collaborating with internal teams to ensure service excellence. The ideal candidate...Work at officeFlexible hours
- ...have an enthusiasm for helping our clients, taking care of our employees, building relationships, and delivering extraordinary... ...platform along with cutting edge digital technology, you will be front... ...teammates’ success and the goals of the bank, while fostering a culture of...
$41.6k - $51.96k
...Lafayette, California. The role involves assisting with branch activities, including providing client-facing services and processing transactions. Responsibilities include handling banking transactions, managing cash supplies, and offering customer service. The ideal candidate...$41.6k - $51.96k
Citigroup Inc. is seeking a Customer Service Representative in Albany, California. The role involves managing client interactions, facilitating banking transactions, and identifying sales opportunities. Candidates should have sales, customer service, and money handling...- JPMorgan Chase & Co. is seeking a Private Client Banker in San Ramon, CA to serve as the primary contact for affluent clients. This role involves managing their complete banking relationships while providing tailored financial advice and education. You will be responsible...
$100k - $110k
...positively influence our culture, serve our clients and enrich our communities is essential... ...investment management experience, good relationship management, sales, and interpersonal... ...management industry or in an investment banking analyst program Demonstrated ability...Part timeWork experience placementLocal areaRemote workFlexible hours$100k - $275k
...Bank Of America Job Posting At Bank of America... ...and delivering for our clients, teammates,... ...clients, deepening client relationships, and building upon an... ...Encourages use and adoption of digital capabilities to... ...identify the need for team specialists; collaborate closely with...Work at officeShift workDay shift- EP Wealth Advisors is seeking a Senior Client Relationship Associate to partner with teams in maintaining client satisfaction and retention. This role involves managing client communications, resolving inquiries, and ensuring service levels are met. The candidate should...Flexible hours
$21.5 - $23 per hour
...methods. Handle cash, make change and balance an assigned house bank. *Accept and record vouchers, traveler's checks, and other... ...situations. *Ability to establish and maintain effective working relationships with associates, customers and patrons. *Effective verbal...Hourly payTemporary workLocal areaImmediate start- ...Description The Customer Service Specialist II (CSS II) performs a broad range of clerical... ...customer issues, and actively promotes bank products and services. The CSS II works... ...operational discrepancies. Organizational relationships Reports to: Branch Service Officer • Supervises...Work at officeRemote workNight shift
- Westamerica-Bank is seeking a customer-oriented individual to provide quality service and promote bank services in Martinez, California. The role involves meeting compliance standards, cross-selling products, and maintaining excellent customer relations. Candidates should...
$20 - $23 per hour
...The FSR is responsible for selling the bank's products and services to existing and... ...and developing good commercial business relationships that lead to business checking accounts... ...and small group situations to customers, clients, and other employees of the organization...Hourly pay$16.9 per hour
...and Culture Department (****@*****.***). About The Role Client Specialists are the first line of contact at all Barry’s studios. They... ...policies and procedures, and are key to developing lasting client relationships through superior hospitality. They assist clients with...Hourly payFull timePart timeLocal areaShift workNight shiftDay shiftAfternoon shift$25 - $32.75 per hour
...Tilly is a leading advisory, tax and assurance firm, providing clients with a genuine coast-to-coast and global advantage in major regions... ...incoming, and outgoing mail, including accounts receivable bank drops* File, fax, scan, print and assemble documents. Assist with...Temporary workWork at officeLocal areaWorldwideWeekend work- ...Investment Company, LLC is a boutique investment banking, wealth management, execution services,... ...making, and financial products to our clients. Paulson is seeking to add Private... .... We’ve built our firm on long term relationships and enduring values, establishing a national...Full timeFlexible hours
- Bank of America in the United States is hiring for a client-focused role in a Financial Center. You will engage clients in the lobby to educate and assist with... ...accurately processing cash and building lasting relationships. Responsibilities include guiding clients to solutions...
- Price‑Simms Family is seeking a meticulous Document Specialist to support the sales team. You will prepare paperwork for new and used vehicle transactions and print DMV and bank documents to keep processes moving smoothly. In a fast‑paced, team‑oriented environment, you...Flexible hoursWeekend work
- TwinThread is seeking a Private Client Advisor in San Ramon, CA to provide comprehensive financial planning and advice to a diverse... ...personalized investment solutions, and fostering strong client relationships. The ideal candidate will have at least 2 years of financial...
$80k - $95k
...of contact for visitors, manages office operations and vendor relationships, coordinates meetings and events, oversees mail and shipping services... ...office functions, including in-house conferences, client meetings, parties, and catered lunches. Perform other duties...Work at officeRelocationFlexible hours- ...delivering high-quality customer service and supporting branch activities. Responsibilities include processing transactions, educating clients on services, and maintaining security standards. The ideal candidate should possess previous experience in sales and customer...
- ...Seasonal Digital Specialist Join the Pacsun Community Pacsun is dedicated to delivering an exclusive collection of the most relevant... ...Ability to work within team environment; builds positive team relationships that benefit the overall store performance. Customer...Part timeSeasonal workWork at officeNight shiftWeekend work
$20 per hour
...Membership Sales Reps with a burning desire to succeed, are extremely client oriented, highly motivated, love developing a meaningful... ...will be extended in all aspects of the employer-employee relationship, including, but not limited to, recruitment, hiring, training,...Hourly payFull timeLocal area- ...Designing and executing marketing and promotional campaigns for clients Managing advertising promotions - promotional materials,... ...with customers through field marketing activities Manage client relationships Requirements Ability to learn basic sales and marketing skills...Local areaImmediate start
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