Banking Customer Service & Referrals Specialist
Commercial Bank of Texas
Commercial Bank of Texas is seeking a Customer Service Representative (CSR) to assist customers with checking, savings, and credit account transactions, as well as sales of Official checks, money orders, gift cards, and other services. The role includes identifying customer needs and referring them to CBTx specialists for deposits, loans, or insurance. As training progresses, CSRs may participate in special projects while maintaining high-quality service to customers and supporting colleagues. #J-18808-Ljbffr Commercial Bank of Texas
- ...Overview First Citizens Bank has an incredible... ...opportunity for a Sales Support Specialist (Commercial Lending... ...groups in the sales, servicing and management of... ...that deliver value for customers, prospects and colleagues... ...to uncover sales or referral opportunities. Listen...SuggestedWork at officeImmediate startRemote work
- ...clean account, a solved problem, and a customer who hangs up happy? Founded in 2016, LeasePoint... ...hiring our first dedicated Customer Service Specialist to keep our portfolio running smoothly.... ...charges. Account maintenance. Process banking updates, address and entity or name...SuggestedContract work
- Austin Bank in Wisconsin is seeking a teller to deliver superior customer service and handle daily banking transactions. You will verify deposits, process cash and checks, and assist customers with various banking needs. We value accuracy, confidentiality, and teamwork...Suggested
$120.53k - $160.7k
...the growth of Community Association Banking (CAB) regional portfolios. Drives... ...Homeowners Associate (HOA) products and services to new and existing customers. Develops influential relationships... ...the market to create sales and referral opportunities. Strengthens and manages...SuggestedRemote work- Truist Wealth in the United States seeks a Regular teller/client service associate to provide timely client transactions, maintain... ...clients’ financial needs. You will educate clients on digital banking and support the sales process by identifying opportunities and...Suggested
- ...clients and act as the main contact for their banking relationships. You will grow client... ...education and advice and by soliciting referrals. The position requires weekend/evening hours... ...regulations, and collaboration with specialists to fulfill clients' needs. Training will...Weekend workAfternoon shift
$72.25k - $142.6k
...We will never ask you to submit sensitive documents (including banking information, SSN, etc) before your first day.Commvault recruiters... ...is the gold standard in cyber resilience. The company empowers customers to uncover, take action, and rapidly recover from cyberattacks...- ...1k Matching, Health Benefits, and more! Provide full service, on-demand, concierge banking on a 24 hour basis to PlainsCapital Bank's elite clientele... ...and analyzes background information on potential customers. Works with the Premier Services team on development...Full timePart timeWork experience placementInternshipWork at officeLocal areaMonday to Friday
- ...Chase Branch is seeking a Relationship Banker to deliver warm hospitality, build lasting client relationships, and offer practical banking solutions using Chase mobile and digital tools. In this role you will acquire, manage, and retain clients, meet needs with suitable...Afternoon shift
- Chase in the United States is seeking a Relationship Banker to represent our brand with hospitality, using banking solutions and fintech to deliver outstanding service. You will acquire, manage, and retain client relationships while offering thoughtful financial solutions...
- Wellby Financial is seeking a Personal Banker to support branch banking teams and build lasting member relationships. You'll help... ...options, and guiding investments, while delivering exceptional service and meeting sales targets. You'll work with branch colleagues to...
- ...Client Success Specialist IBT Apps is currently looking to recruit... ...primary point of contact for customers, providing timely, courteous,... ...accordance with established service standards. The Client Success... ...trusted partner to community banks and credit unions across the...Remote work
- ...solutions and measurable outcomes at scale. Through our Reinvention Services, we offer broad expertise across Cybersecurity, Digital Core,... ...Are:The candidate will be a Consultant within the Commercial Banking Consulting practice with a focus on Business and Technology...Full timeLive inWork at officeLocal area
- ...relationships, using your knowledge to address financial needs and make life easier for clients. You will learn products, comply with regulations, and help clients use Chase Mobile App, Chase.com, and ATMs to meet their banking needs. #J-18808-Ljbffr JPMorgan Chase & Co.
$70k - $110k
...relationships you create? The Wisdom Teeth Guys is seeking a motivated Referral Sales Representative to manage and expand our established... ...to represent a company known for outstanding patient care and service, we'd love to hear from you. Requirements Proven sales,...Base plus commissionFull timeLive inWork at office$40k - $60k
...diverse backgrounds to our office, including banking, teaching, auto sales, respiratory... ...the right thing for each other and our customers. As an all-women team, we value collaboration... ...marketing relevant products and services. Grow your career as you better your...For contractorsWork at officeWeekend work$17 - $20 per hour
...Job Description The Overstaff Financial Services Representative (FSR) is responsible for driving... ...tax returns, and working directly with customers to meet financial needs. This role... ...and balance cash, and complete required bank runs to deliver deposits ~ Follow company...Hourly payWork at officeLocal areaShift work- ...relationships, and delivering extraordinary customer service while maintaining a strong commitment... ...advised solutions and Chase partner referrals that deepen client relationships. Job... ...’ success and the goals of the bank, while fostering a culture of diversity...
- ...Job Description Job Description Essential Functions: The position of Financial Service Representative (FSR) is responsible for providing exemplary customer service to all bank customers. The FSR is responsible for answering questions and providing information...Daily paidFull timeWork at officeMonday to Friday
$27 - $31 per hour
...Description We're looking for a highly motivated Assets Customer Service Specialist to join our team in Austin, Texas. This role is a unique... ...-facing experience , preferably in financial services, banking, or a contact center environment Additional...Hourly payWork at officeRemote workVisa sponsorshipRelocation packageFlexible hoursWeekend workDay shiftAfternoon shift- ...supervision, you will handle cash receipts and deposits while delivering exceptional customer service in a high-volume environment. You will evaluate customer relationships, cross-sell banking products, process wires and money orders, and support a diverse, primarily...Flexible hours
- ...Description Job Description At Sunflower Bank, N.A., we’re experiencing great growth.... ...who make it all possible. As a full-service financial institution, we offer a full range... ...a full-time Commercial Loan Collateral Specialist . Description: The Commercial...Full timeFlexible hours
- The Contractor Consultants is seeking an experienced Sales Executive to drive commercial design/build engagements with Texas financial institutions. This remote, field-based role involves long sales cycles, executive presentations, and substantial travel across Texas. You...For contractorsRemote work
- ...years of age. Acknowledge ( Bank of America employees are... ...- whether shaped by military service, community college education,... ...and identify the need for team specialists; collaborate closely with... ...Thinking Oral Communications Referral Management Relationship...Work at officeFlexible hoursShift workDay shift
$59.04k - $72.16k
At U.S. Bank, we’re on a journey to do our best. Helping the customers and businesses we serve to make better and smarter financial... ...processing to customer service, to driving innovation and launching... ..., community involvement, referrals, strategic partnerships, and direct...Full timeContract workLocal areaWork from home- ...and skills in order to meet customer expectations of service and professionalism... ...customer needs and makes referrals to appropriate CBTx deposit, loan, and insurance specialists. CSRs are required to make... ...resolve customer electronic banking issues including but not limited...Work at officeShift workNight shift
$200k
...the Opportunity Our client, a bank-owned equipment finance... ...in building strong, lasting customer relationships-this could be the... ...relationship development, and referral partnerships. Build and maintain... ...providing excellent customer service and maintaining professional...- ...unique as the city itself. Poised in the heart of downtownon the banks of Lady Bird Lakethe Hotel offers a convenient escape for those... ...and longest-standing luxury hotels. Guests come for our legendary service and well-appointed accommodations and then return for our...Seasonal workWorldwideFlexible hoursShift workNight shiftWeekend workDay shiftAfternoon shift
- ...credit card, pay through a mobile app, or withdraw money from the bank, we're involved. If you want to make an impact on a global scale... ...environment. Leverage Fiserv's extensive partnerships and referral networks to fuel your pipeline. Consult. Solve. Transform: Act...Worldwide
$100k
...average Commissions Bookkeeping Firm Services Offered: We are a long-time Client Accounting... ...to help us provide outstanding customer service, overseeing and guiding bookkeepers... ...bookkeeping for multiple clients (15+). Bank Account reconciliations. Process weekly...Full timeLocal area
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