Senior New Accounts & Client Relations Specialist
Poppy Bank
Poppy Bank is hiring for the position of Senior New Accounts/CSR III in Danville, California. This role entails managing new consumer and complex business accounts while ensuring compliance with banking regulations. Candidates should possess strong customer relations skills and be proficient in Microsoft applications. Applicants should have at least three years of banking experience and a thorough knowledge of basic banking regulations. The ability to cross-sell bank products effectively is essential. Poppy Bank promotes a positive environment for its clients and employees. #J-18808-Ljbffr Poppy Bank
- Summary: Senior New Accounts/CSR III The position is required to be knowledgeable and skilled in... ...all new account transactions; assisting clients in their selection of various accounts... ...the Bank by maintaining good client relations and referring clients to appropriate staff...SeniorAccountsWork at officeLocal area
$16.35 - $34.62 per hour
...Senior Client Service Specialist Relation Insurance is a leading, innovative company with a strong commitment to... ...Client Service Specialist assists the Account Management and Consulting teams in servicing... ...literate with the ability to learn new software. Excellent interpersonal...SeniorAccountsWork at officeLocal area$29 per hour
...creating products, and providing new technology for our members.... ...Overview As a Teller (Senior Member Service Representative)... ...well-being. Open accounts and submit simple loan applications... ...regulations (including those related to OFAC and Bank Secrecy Act /...SeniorAccountsFull timeTemporary workPart timeWork experience placementWork at officeFlexible hoursAfternoon shift- ...Relation Insurance Services is seeking a Senior Client Service Specialist based in Pleasant Hill, California. This pivotal role assists the Account Management and Consulting teams in providing exceptional service to clients. You'll coordinate deliverables, manage client...SeniorAccounts
$45k - $60k
Job Description: Title: Senior Account Associate - Commercial Lines Hybrid: 1-2 days in office... ...: Track policy expirations for existing clients, ensuring renewals are processed accurately... ..., and Agent of Record letters. New and Renewal Business Support: Conduct client...SeniorAccountsFull timeContract workRemote work$104k - $156k
...As part of the Cloud Software Group's Accounting team, you will be involved in a multitude... ...the general ledger Reconcile payroll-related accounts (wages, taxes, benefits and deductions... ...of ownership and curiosity to learn new skills ~ Strong analytical skills with...SeniorAccountsLocal areaFlexible hours$145.8k - $182.2k
..., and community. As a Senior Sales Executive on our... ...in managing and growing client relationships to drive... ...strategically engaging with both new and existing customers,... ...potential clients. Account Development: Develop... ...: 5+ years of sales-related experience, preferably...SeniorAccountsBase plus commissionTemporary workWork at officeLocal areaRelocation package- Relation Insurance Services, Inc. - RISI is looking for a Senior Client Service Specialist in Pleasant Hill, California. This role involves supporting Account Management and Consulting teams while ensuring excellent service and client retention. The ideal candidate will...SeniorAccountsWork at office
$180k - $220k
...be Among the top 20 Largest Accounting and Consulting Firms in the Nation... ...for multiple non-profit clients, including audited, reviewed... ...and other resource needs, and related engagement schedules. Review... ...research of complex or new accounting and financial reporting...SeniorAccountsContract workWork at officeLocal areaWork from homeFlexible hours- ...Description Corporate HR Specialist Senior Field Representative, Field... ...technical training on new equipment as assigned.... ...technical school and 3+ years of related experience including a minimum... ...(401K), Health Savings Account (HSA), and Flexible Spending...SeniorAccountsContract workWork at officeWorldwideFlexible hoursShift work
$90k - $110k
Smarsh is seeking an Account Executive III to join their Corporate Sales team in Pleasanton, California. This role focuses on acquiring new customers, particularly in financial services and regulated industries. Candidates should have at least 8 years of sales experience...SeniorAccounts$25 - $28 per hour
...advanced customer service role preferred for Senior CSA). Prior experience with jewelry is... ...with technology and comfortable learning new systems and processes. Demonstrated... ...and child and adult care Flexible Spending Accounts. Employee Affinity Groups with focus on...SeniorAccountsFull timeHome officeFlexible hoursWeekend workAfternoon shift$55.7k - $99.5k
..., hybrid, or in-office. The Senior Client Representative position is responsible... ...support for the account management team to deliver great... ...opportunity to learn something new, try new things, and have fun... ...market location, job-related knowledge, skills, and experience...SeniorAccountsHourly payFull timeContract workWork at officeLocal areaRemote workFlexible hours$128k - $170k
...Develops and acquires new operating business with... ...MM to $50MM and manages client relationships within business... ...Services, and other related business services.... ...partners, bringing in product specialists, as necessary, to help... ...plan results and account activities. Determines...SeniorAccountsLocal area$166.5k - $250k
...best-practice data modeling techniques: Normalization and relational modeling Dimensional models (star schema concepts where applicable... ..., 401(k) contributions and employer match, flexible spending accounts, life insurance, disability coverage and, if you are an office...SeniorAccountsWork at officeLocal areaImmediate startFlexible hours- ...managing a portfolio of high growth accounts. This is a consultative sales... .../technology/services to clients in the Hi-tech industry (Fabs,... ...innovative– able to contribute new ideas and support the wider team... ...based on achieving growth related KPIs and expand the hi-tech portfolio...SeniorAccounts
$171.6k - $217.2k
...troubleshooting. You’ll work closely with Account Executives to identify key customer... ...knowledge of Dialpad’s products and services, relating this knowledge in a way that is understandable... ...posting reflects the target range for new hire salaries for the position. Within...SeniorAccounts$166.5k - $250k
...best‑practice data modeling techniques such as normalization, relational modeling, and dimensional models where applicable. Build reusable... ...01(k) contributions with employer match and flexible spending accounts; life and disability insurance; and a generous commuter...SeniorAccountsWork at officeLocal areaFlexible hours- ...will underwrite construction-related insurance risks within assigned... ...judgment to evaluate and price accounts. Works with limited guidance... ...portfolio of brokers/agents and clients; build and maintain strong... ...Mentor junior underwriters and new hires on construction-specific...SeniorAccountsContract workFor contractorsFor subcontractorLocal areaRemote work
$190.49k - $323.83k
...Government and Water business with clients in Northern California. The... ...and pursuit teams Meet new business and earnings financial... ...Degree in Business Management or a related field 10+ years professional... ...project budgets, costs and accounts receivables Experience with planning...SeniorAccountsContract workLocal areaFlexible hours$75k
...responsible for developing and growing new customer accounts in the legal community within an... ...our internal Account Management team related to the post-sales satisfaction and retention... ...assigned territory. Consult with the client regarding web-based marketing...SeniorAccountsTemporary workCasual workWorldwideFlexible hoursNight shift- ...Family Office Advisory Senior Analyst New York, NY or San Francisco, CA... ...About the Opportunity Our client is seeking a Family Office... ...tax planning, and insurance-related needs. Assist with the preparation... ...new client onboarding, account transfers, account maintenance...SeniorAccountsWork at office
$90k - $137k
...Device certification services. Expand existing customer accounts and proactively acquire new business opportunities across the certification... ...including ISO 13485, MDSAP, EU MDR, IVDR, CE Marking, and related regulatory programs. Serve as a consultative partner...SeniorAccountsFull timeLocal areaRemote work- ...Senior Electrical Water/Wastewater Date: May 16,... ...better solutions for our clients. Company : Black & Veatch... ...to grow and explore new possibilities. We offer... ...Support business development related to enhanced Electrical... ...D insurance, pre-taxed accounts, voluntary legal plan...SeniorAccountsFull timePart timeWork experience placementLocal areaRemote workRelocationFlexible hours
$150k - $160k
...Senior Territory Manager Ready to join... ...critical role in driving new customer... ...and qualifying new accounts, building strategic... ...shows and travel to client engagements within... ...location and job-related factors such as qualifications... ...Acquisition Specialist can speak to you...SeniorAccounts$70k - $120k
...branch serving financial advisors, clients and the team. The Senior Branch Service Manager is a player‑coach... ...perform their jobs. Onboard new accounts, accurately record all securities and... ...succeed? Must‑have Bachelor's Degree or related experience 5+ years of financial...SeniorAccountsFull timeWork at officeFlexible hours$150k
...security, and AI-driven QA. Our clients expect senior-level partnership, technical fluency, and strategic account leadership. The Senior... ..., Customer Success, or a related client-facing technical role.... ...closing $150K+ expansion or new deals. ~ Documented track record...SeniorAccounts- ...the team is growing. The SLED Sales Account Manager position for Presidio is responsible... ...relationships with existing clients and prospecting for new business opportunities within a small... ...Bachelor's degree in business, sales, or related field. Highly motivated and...SeniorAccountsFor contractorsLocal area
- ...professional career in a senior executive level... ...you'll do: The Senior Account Manager & Business Development... ...markets and prospective clients, building client... ...Identify and cultivate new business opportunities... ...professional business relations • Negotiate contracts...SeniorAccountsContract workFor contractors
$63.3k - $117.2k
...Position Acts as the primary client contact to uncover financial needs... ...experience, with a focus on new client acquisition, growing... ...set (e.g. simplified advisory accounts, annuities, mutual funds, 529s... ...experience; post-secondary degree in related field of study preferred, not...AccountsTemporary workPart timeLocal area
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