Bank Client Services Specialist - Floater
Atlantic Union Bank
Atlantic Union Bank in Bethesda is seeking a Client Service Representative - Floater to deliver exceptional client experiences while handling teller transactions. This full-time, on-site role demands excellent communication skills and previous client service experience. You will represent the bank, open accounts, and collaborate with various banking lines. The position offers flexibility, a comprehensive benefits package, and opportunities for bonuses based on performance. #J-18808-Ljbffr Atlantic Union Bank
- ...Client Service Representative - Floater The position is an all-encompassing role which requires the teammate to deliver best in class client experience... ...a clear understanding of the benefits of Atlantic Union Bank's products and services. Position Accountabilities...SuggestedWork experience placementLocal areaFlexible hoursShift work
- ...Client Service Specialist (Customer Service) It's not just a job. It's a mission. If you're as passionate as we are about empowering the small... ...statements, review account activity, and interact with banks and merchant credit card processors. Field inbound calls...SuggestedWork at officeHome officeFlexible hours
$63.67k - $117.4k
...Under limited supervision, provide sales, service and loan support to Relationship Managers, Commercial... ...Leaders managing and supporting Commercial client portfolios. Support is provided across all Commercial Community Bank segments, which includes clients from $2-500MM...SuggestedWork at office- Citi in Bethesda, Maryland is seeking a Universal Banker for an entry-level position focused on assisting in sales, products, and service activities to build customer loyalty and increase sales. The ideal candidate will have 1-3 years of relevant experience and a High School...Suggested
- Citi is seeking a seasoned Client Service Officer to provide wealth management services for CITI PRIVATE BANK clients. You will manage client transactions, address inquiries, and ensure operational integrity while maintaining high client satisfaction. Ideal candidates...Suggested
$22 - $26 per hour
...Arlington, Virginia is looking for a Part Time Universal Banker to provide exceptional service and support client transactions. Responsibilities include educating clients on self-service banking solutions and participating in sales outreach. The ideal candidate will have a...Hourly payPart time$22 - $26 per hour
Truist is seeking a Client Service Representative in Washington, DC to manage client transactions and deliver exceptional service while understanding clients' financial needs. The ideal candidate will have a high school diploma, two years of relevant experience, and strong...Hourly pay- JPMorgan Chase & Co. is looking for a Private Client Banker in Bethesda, Maryland. This role focuses on managing relationships with affluent clients, providing tailored banking services, and acquiring new clients. Ideal candidates should have at least 1 year of Branch Banking...
- United Bank seeks a dedicated professional to support Relationship Managers in relationship management and account administration. The... ...transaction processing, account maintenance, and facilitating client meetings, requiring strong organizational and communication skills...Work at office
$22 - $26 per hour
...is seeking a Part Time Universal Banker in Washington, DC. In this role, you will provide timely completion of client transactions, ensuring superior service and supporting the sales team through client outreach. Qualified candidates should have a high school diploma and...Hourly payPart time- ...Job Description Job Description CAREER OPPORTUNITY Client Onboarding Specialist TritonPoint Wealth Chevy Chase, MD Full-Time · On-Site Operations & Client Service TritonPoint Wealth is an independent private wealth management firm serving high-...Full timeWork at office
$25 - $30 per hour
...Customer Service Representative We are seeking a professional and detail-oriented Customer... ...with experience in the Accounting, Banking, or Healthcare industry. This role is responsible... ..., billing, accounts, or patient/client services. The ideal candidate has strong...Monday to Friday- ...Private Client Advisor Full-time Department Name: Sales Office Type: Hybrid... ...renewal rates. Collaborates with Client Service to analyze renewal business and place new... ...instant message or group chat; (b) request banking or credit card information during the interview...Full timeWork at officeFlexible hours
- ...experiences and opportunities for our employees, clients and stakeholders. We celebrate both... ...rates. Collaborates with Client Service to analyze renewal business and place new... ...instant message or group chat; (b) request banking or credit card information during the...Flexible hours
- ...Customer Service Representative We are a values driven organization... ...with new and existing clients. Provides quality service to internal... ...working knowledge of basic bank products and services while referring... .... Joining our MD/DC Floater team places you at a base branch...Hourly payFlexible hours
- ...be pushed and challenged. Collaborative team. What You Will Be Doing Act as a critical liaison, providing our clients with product/services information and resolving any emerging problems they may have with accuracy and efficiency. Build and maintain relationships...Live in
$33.28k - $88k
Client Relationship Analysts 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. Leading...Temporary workWork at officeLocal area- A leading financing solutions provider is seeking a Client Service Specialist in Bethesda, Maryland to support merchants and partners with transactions and inquiries. This role involves providing excellent client service, resolving issues, and maintaining communication...Work at office
- ...of business to support high renewal rates. Collaborates with Client Service to analyze renewal business and place new business accounts.... ...prospective candidates via instant message or group chat; (b) request banking or credit card information during the interview process; or (...Flexible hours
- A leading financial services provider in Bethesda, Maryland is seeking a Client Service Specialist to offer outstanding support and account management to clients. This role involves processing transactions, managing customer inquiries via phone and email, and collaborating...
- What You Will Be Doing Act as a critical liaison, providing our clients with product/services information and resolving any emerging problems they may have with accuracy and efficiency. Build and maintain relationships with customers. Promote upsell and renewal of service...
$94k - $141k
Citigroup Inc. in Washington DC is seeking a Client Service Officer to deliver wealth management services to CITI PRIVATE BANK clients. This role requires strong analytical and communication skills as well as a solid understanding of banking products. Candidates should...- Bank of America is seeking an experienced individual in Chevy Chase, MD for a client management role. You will lead business development efforts, identify new client opportunities... ...in private banking or complex financial services, along with strong interpersonal and...
$100k - $275k
...role is responsible for acquiring new clients, deepening client relationships, and... ...access to the full array of Private Bank capabilities and services to meet specific client needs.... ...Skilled in identifying the need for team specialists and collaborating closely with other...Shift workDay shift- PowerToFly is seeking a Client Relationship Analyst in Bethesda, Maryland. This role involves providing exceptional service to clients and supporting Financial Advisors with their daily operational needs. Responsibilities include managing client interactions, executing...Work at office
- PNC Financial Services Group, Inc. is hiring a Client Experience Associate in Washington, DC. This role focuses on improving customer financial wellbeing through personalized banking experiences and proactive sales engagement. Ideal candidates will be customer-focused,...
$34.32k - $90k
A leading financial services firm in Bethesda is looking for a Registered Client Relationship Analyst to provide exceptional service to clients. You will support Financial Advisors in building trusted relationships and assist with daily client needs. The ideal candidate...- ...leading financial institution in Bethesda is seeking a Customer Care Representative to deliver outstanding customer service regarding Online and Mobile Banking. The role includes assisting customers with various banking services and ensuring their satisfaction. Candidates...Hourly pay
- Morgan Stanley is seeking a Registered Client Service Associate (CSA) in Bethesda, Maryland to modernize the client experience. This role involves cultivating client relationships, processing requests, and identifying firm services that meet client needs. Candidates should...
$24 - $28 per hour
...full-time Associates/Design Advisors for their Bethesda, MD storefront. The role involves creating a top-notch client experience through outstanding service and design support, acting as a brand steward. Ideal candidates should have retail experience, strong communication...Hourly payFull time
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