Banking Client Services Specialist: KYC & Onboarding
IDBNY
IDB Bank is seeking a Customer Service Representative to support Banking teams with account opening, KYC, RFI, and ODD tasks, while delivering exceptional client service to IDB's clients. The role emphasizes high-touch interactions, accuracy, and compliance. The position focuses on customer service responsibilities, with occasional teller support. It requires on-site presence with hybrid options depending on role and business needs. #J-18808-Ljbffr IDBNY
- ...Sr. Client Service Specialist The Location: Beverly Hills, California Make a Difference Where It Matters Most At CalPrivate Bank, we believe banking is personal. We have deep roots in the communities we serve, and our client relationships are built on genuine...SuggestedBank staff
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...Position: New Accounts Specialist (3 openings)... ...Corporation, etc.) and client information.... ...clients or internal servicing teams. Use Salesforce... ...requests. Complete KYC questionnaires and... ...in account opening, onboarding, or client services (banking preferred). Experience...SuggestedContract workWork at officeRemote work1 day per week- ...Associate, Client Onboarding Specialist Los Angeles, CA Who Are We? IEQ Capital is a Registered... ...Process and track signed documentation, KYC records, and other regulatory documents... ...of relevant experience in client service, onboarding, operations, financial services...Suggested
- Bank of America in Glendale, CA is seeking an inbound customer service representative to resolve routine client requests via calls, chats, or emails in a fast-paced center. You will ensure accurate information, use multiple systems, and deliver a great client experience...SuggestedWeekend work
$20 - $27 per hour
...Customer Service Specialist We are currently seeking a Customer... ...which offers specialized banking and treasury... ...required documents from clients. Act as the primary point... ...services businesses, and KYC activities. Serve as... ...exception wires, new account onboarding, fee waivers/...$41.6k - $65k
Job Summary A well-established community bank in Pasadena, CA is seeking a Client Service Representative to join its branch team on a direct hire basis. This is an excellent opportunity for a banking professional who enjoys building customer relationships, supporting daily...Temporary workWork at office- ...of business to support high renewal rates. Collaborates with Client Service to analyze renewal business and place new business accounts.... ...candidates via instant message or group chat; does not request banking or credit card information during the interview process; and...Flexible hours
- Bank of America seeks a front-line client services associate to engage customers in the lobby, educate them on self-service banking options, and assist with... ...to meet financial needs, and collaborate with specialists in lending, investments and small business to expand...
- Chase is seeking an Associate Banker to deliver hospitable service, educate clients on digital banking, and open new accounts from a Branch location in Los Angeles. You will build trusted relationships while using Chase Mobile App, Chase.com, and ATMs to meet financial...
$60k
A reputable financial services firm is seeking a remote Bookkeeping Relations Specialist in Arizona. You will be the primary contact for clients in the Bookkeeping department, guiding them through onboarding and supporting their service journey. This role requires strong...Remote jobFlexible hours$20 - $28 per hour
...Sales And Service RepresentativeAt First Citizens Bank, together we become better. We're looking for people who want more than just a job - who want to... ...interactionsSales Skills: Ability to support team by making client servicing calls, identifying client needs or...Work at officeImmediate startShift work$22.22 - $26.66 per hour
...Financial Services Representative (Los Angeles Metropolitan) Enterprise Bank & Trust was founded in the spirit of entrepreneurship... ...for commercial and consumer clients. Have knowledge of bank... ...needs. Contact new clients for onboarding activities. Assist in...Hourly payWork at officeLocal area- ...About Virtualite Virtualite Business Process Outsourcing Services helps entrepreneurs and organizations streamline operations... ...process management. We are currently seeking sales & client onboarding specialists to join our growing sales team. You’ll work with leads and...Remote workWork from home
$143.93k - $227.25k
...complex new business generation for prospects and existing clients in conjunction with a banking relationship team. Acts as primary TM Advisor on... ...the team which includes; Relationship management, Client Service, Product Leadership and Implementation is critical to success...Work experience placementLocal areaWork from home$21 per hour
...Your Opportunity: Customer Service Representative Speedy Cash Los Angeles, CA As a Customer Service Representative... ...Community 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- ...is looking for a sharp, competitive, client-focused advisor who understands... ...automotive finance, consumer finance, banking, or financial-services experience is a major plus. Most... ...organically generated leads, structured onboarding, sales and credit training, CRM and...
- ...Universal Banker. This entry-level, part-time role supports sales and service activities, assists in basic account opening, and helps develop... ...loyalty and growth. The position requires 1-3 years in retail banking, strong written and verbal communication, and a high school...Full timePart time
$18.52 per hour
...contractor focused on providing the U.S. Government a level of service that surpasses the epitome of excellence. Our core services include... ...asks job applicants to issue any payment, service fees, or banking information to Sciolex Corporation or its recruiters as part of...Hourly payPermanent employmentFull timeFor contractorsWork at officeLocal area$20 - $25 per hour
...Customer Service Representative Mechanics Bank is currently searching for a full time Customer Service Representative to join our team at our Burbank... ...routine teller transactions and works directly with clients. Accepts, verifies, and processes basic to more complex...Hourly pay16 hoursFull timeWork experience placementWork from homeFlexible hoursShift workNight shift$900 - $1,937 per month
...Job Description Job Description For almost 90 years, Financial Partners Credit Union has provided banking services to Californians . With generally lower loan rates, higher savings rates, and lower fees than the big banks, we emphasize value while delivering the...- ...Job Description PURPOSE OF JOB: FPCU’s Electronic Services Representative provides external Member and internal Partner support... ...as it relates to ACH, Bill Pay, Drafts, RDC, Wires and Digital Banking. Fosters a culture that reinforces a best-in-class member...Remote work
- ...and providing financial solutions to your clients? You have found the right team. As a Treasury Sales Associate in Commercial Banking, you will play an integral part in contributing... ...sales cycle to manage pipeline and ensure services and pricing are set up timely and...Work at office
- Bank of America in the United States is seeking a customer service-focused teammate to engage clients in the lobby and assist with self-service transactions, including mobile, online banking, and ATMs. You will process cash transactions accurately and discuss financial...Weekend work
$19 per hour
One United is seeking a Customer Service Representative in Los Angeles, California. The role involves assisting customers with banking transactions, promoting automated services, and maintaining high service standards. Candidates should have a High School Diploma and 2...Hourly pay- ...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
$22 - $29 per hour
...Best Employer! As a family-owned bank, MidFirst has established many client relationships that have spanned decades... ...delivering extraordinary client service. We have many opportunities and... ...Everything is considered. A Client Support Specialist should be knowledgeable of all...Hourly payWork at officeRemote work- ...Private Client Advisor At J.P. Morgan Chase, we have an enthusiasm for helping our clients... ..., and delivering extraordinary customer service while maintaining a strong commitment to... ...teammates' success and the goals of the bank, while fostering a culture of diversity...
- ...Chase, we have an enthusiasm for helping our clients, taking care of our employees, building... ..., and delivering extraordinary customer service while maintaining a strong commitment to... ...teammates’ success and the goals of the bank, while fostering a culture of diversity and...Local area
- Nuvant Consulting Group is seeking a Virtual Client Onboarding Representative to welcome new and prospective clients and help them explore... ..., guiding clients toward the next steps and introducing our services. You will initiate outreach, schedule follow-ups, and maintain...Remote job
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