Sign up to access all features of our service.
  • Job search
  • Favorites
  • Create a CV
    New
  • Salaries
  • Subscriptions

Client Services Specialist

$17.52 - $38.87 per hour

S&T Bank

Location: 2032 Front Street Cuyahoga Falls, OH 44221 Hours: Monday - Friday 9:00 am - 4:00 pm (Must be flexible around branch hours) Function: Profiles customers to determine financial services needs and refers customers to other Lines of Business when appropriate. Opens loan and deposit accounts. Responsible for achieving individual goals including loan and deposit production and other sales goals as assigned by Retail Leadership Team and / or Branch Manager. Duties and Responsibilities: Proves competencies in bank operations by: Completion of the Frontline, Personal Banker & Teller training Rotation as assigned by Consumer Bank Training in conjunction with Retail Operations. Demonstration of product knowledge, sales aptitude, and service expectations in a successful manner. Has satisfactory Branch Operation Assessment Review (OAR) completed by Retail Operations. Utilizes all sales tools as provided to enhance the customer experience and sales conversation. Example tools but not limited are: LoanFit, sales binder, etc. Profiles customers to determine and recommend appropriate S&T loan and deposit products. Completes the S&T Sales process and customer focused conversation with each customer, document notes in appropriate system for all bankers view in future interactions. Prepares loan applications using LOS software and coordinates loan document preparation. Opens new deposit accounts and produces signature cards, certificates of deposit and other deposit documents. Ensures operational excellence with: Daily branch and general ledger balancing Oversight and maintenance of vault cash levels, coin and currency shipments, and related responsibilities. Resolves proof and reconcilement problems. Operates a customer service window and performs transactions. Oversees branch reporting requirements, such as monthly tracking sheets and logs. Uses a combination of S&T Sales skills, product knowledge, and knowledge of policies and procedures to suggest additional bank services such as other loan accounts, deposit services, and insurance products. Makes referrals to other lines of businesses and partners as needed for support of customer financial needs and goals. Completes outbound follow up calls on all loans and deposit accounts opened and corrects deficiencies or document exceptions. Utilizes the Sales & Service guide to complete outbound campaign calls on new and existing customers to generate new business as outlined in the Branch Playbook. Contributes to Branch goals and sales and service standards as outlined in branch playbook and detailed by Branch Management Executes professional sales and service behaviors in alignment with Bank’s Our Shared Future purpose, five values and core drivers. Maintains a good working relationship with bank employees in other departments. Demonstrates strong interpersonal skills with the ability to work independently, as well as motivated to work as a team player to contribute to the success of the branch and in turn, the organization. Completes NLMS requirements as part of the S.A.F.E. Act certification. Proof of registration with the registry and verification of a unique identifier as established under the guidelines of the S.A.F.E. Act is required upon hire and/or must be obtained prior to performing the duties of a Mortgage Loan Originator, as defined by the Act. This registration must be maintained annually in accordance with the S.A.F.E. Act. CARE certified within 6 months of hire. Performs other duties as assigned, and as necessary to support the successful operation of the branch. Education: Requires a high school diploma or equivalent, plus specialized training or a two-year degree. Successful completion of PB requirements. Experience: Two to five years general and specialized experience. Successful completion of the retail training program required. Physical Demands: Operates a keypad device: 70% of the day; operates electronic equipment: 10% of the day; operates office equipment: 10% of the day. Standing is required 2 hours per day in a straight position. Sitting is required 5 hours per day in a leaning position. Routinely lifts up to 10 lbs., 2 times per day. Maximum lift is 20 lbs., one time per day. Must be able to occasionally lift and/or move up to 50 lbs. Use of manual dexterity skills for typing and data entry up to 40% of the business day. Specific vision requirements include close vision of 18\"-20\" for computer work. Reasonable accommodations may be made to enable individuals with disabilities to perform essential functions. Offered rates and salaries may vary based on geographic location, market data and on experience, education, and evidenced position specific skill requirements. For roles that are incentive eligible, payment is based upon the plan document and company, business, and/or individual performance. Equal Opportunity Employer/Protected Veterans/Individuals with Disabilities The contractor will not discharge or in any other manner discriminate against employees or applicants because they have inquired about, discussed, or disclosed their own pay or the pay of another employee or applicant. However, employees who have access to the compensation information of other employees or applicants as a part of their essential job functions cannot disclose the pay of other employees or applicants to individuals who do not otherwise have access to compensation information, unless the disclosure is (a) in response to a formal complaint or charge, (b) in furtherance of an investigation, proceeding, hearing, or action, including an investigation conducted by the employer, or (c) consistent with the contractor’s legal duty to furnish information. 41 CFR 60-1.35(c) Salary Range: $17.52 - $38.87 S&T Bank believes in Equal Opportunity for all and is committed to ensuring all individuals, including individuals with disabilities, have an opportunity to apply for those positions that they are interested in and qualify for without regard to race, religion, color, national origin, citizenship, sex, sexual orientation, gender identity, age, veteran status, disability, genetic information, or any other protected characteristic. S&T Bank is also committed to providing reasonable accommodations to qualified individuals so that an individual can perform its job related duties. If you are interested in applying for an employment opportunity and require special assistance or an accommodation to apply due to a disability, please contact us at: Phone: View phone number on click.appcast.io Email: View email address on click.appcast.io #J-18808-Ljbffr S&T Bank

Vacancy posted 2 days ago
Similar jobs that could be interesting for youBased on the Client Services Specialist in Brooklyn, NY vacancy
  • Porzio, Bromberg & Newman, P.C. in New York City seeks a detail‑oriented Receptionist for a full‑time, in‑office role. You will answer calls, greet visitors, manage mail, coordinate meetings, and assist with basic administrative tasks from 9:00 a.m. to 5:00 p.m., Monday...
    Suggested
    Full time
    Work at office
    Monday to Friday

    Porzio, Bromberg & Newman, P.C.

    Brooklyn, NY
    1 day ago
  •  ...growth potential, and a dynamic work environment. Responsibilities: Perform software demonstrations showing potential clients how our product/service works Work collaboratively with management, software development, project management, sales teams, and any other members... 
    Suggested
    Full time
    Internship
    Remote work

    EBizCharge

    Brooklyn, NY
    9 hours ago
  •  ...St. Petersburg, FL Corporate Office. What You Will Do The Client Portfolio Specialist supports ARK’s Client Portfolio Management functions and assists...  ...professional with a solid foundation in finance or client service who is looking to grow their experience working closely... 
    Suggested
    Full time
    Work at office
    Local area
    Flexible hours

    Ark Invest

    Brooklyn, NY
    3 days ago
  •  ...TriState Capital Bank in Pittsburgh, PA, is seeking a Client Services Representative to support servicing within the Private Bank Service Team. You will interact with clients and other banking professionals to provide tailored solutions throughout each Private Banking... 
    Suggested
    Bank staff

    Tristate Capital Holdings, Inc.

    Brooklyn, NY
    1 day ago
  • $82.96k - $104k

     ...States, Europe, and Asia. The firm advises clients on complex regulatory, litigation, and...  ...and detail-oriented Client Account Specialist to join our Finance & Accounting team in...  ..., and colleagues to deliver exceptional service. This position is ideal for an experienced... 
    Suggested
    For contractors
    Work at office
    Local area

    Arnold & Porter

    Brooklyn, NY
    4 days ago
  • $19.71 - $32.21 per hour

     ...Client Service Specialist, Small Business Unit Relation Insurance is a leading, innovative company with a strong commitment to excellence and a passion for delivering cutting-edge solutions to our clients. As a key player in the insurance market, we pride ourselves... 
    Work at office
    Local area

    Relation Insurance Services

    Brooklyn, NY
    5 days ago
  • $21 - $28 per hour

     ...Client Success Specialist The Client Success Specialist is a pivotal role that is responsible for ensuring an exceptional after-sales service experience, upholding the unparalleled standards of luxury service that define Tiffany & Co. The Client Success Specialist... 
    Work at office

    Tiffany & Co.

    Corona, NY
    5 days ago
  • $70k - $120k

     ...Premier Client Service Specialist Office Location: Dallas, TX or Jersey City, NJ About the Team & Role: Moomoo Financial Inc. is seeking a client-focused professional to manage relationships with our high-net-worth clientele. This role sits at the intersection... 
    Contract work
    Work at office

    Avantgarde

    Jersey City, NJ
    1 day ago
  •  ...is more than a vendor—we’re a trusted partner committed to enriching spaces and creating lasting value. JOB SUMMARY: The Client Service Specialist serves as a key point of contact for clients, ensuring timely and accurate responses to inquiries, service requests, and issue... 
    Work at office

    RENOVA ONE

    Brooklyn, NY
    3 days ago
  • Waldron Private Wealth (Waldron) is looking for a Client Service Specialist to provide operational and administrative assistance to the Client Services (CS) Department and concierge level administrative service for the firm’s high net‑worth clients. In this role you will... 

    Waldron Private Wealth

    Brooklyn, NY
    4 days ago
  • Harbor is seeking a Client Registration/Intake Specialist to join the Toledo team! This position is responsible for a welcoming and thorough client registration...  .... Prior experience strongly preferred in customer service and behavioral health setting. Must have strong... 
    Full time
    Work at office

    Harbor Brand

    Brooklyn, NY
    2 days ago
  • $26 - $35 per hour

     ...that fosters real, tangible relationships with clients and coworkers, you’re probably our kind of person! With Capitol Services, you will be able to work with people you...  ...currently seeking a Delaware Client Service Specialist to join our growing team! Capitol Services... 
    Hourly pay
    Full time
    Work at office
    Immediate start
    Monday to Friday

    Capitol Services, Inc.

    Brooklyn, NY
    1 day ago
  • Description The Senior Surety Client Manager supports Producers and Account Executives in all prospecting and account management initiatives...  ...and prioritization skills, and highly effective customer service capabilities Ability to handle multiple priorities using sound... 
    Temporary work
    Work experience placement
    Work at office
    Local area
    Remote work
    Visa sponsorship
    Work visa
    Flexible hours

    Willis Towers Watson

    Brooklyn, NY
    1 day ago
  • $23.57 - $34.2 per hour

    About this Opportunity: As a Client Relationship Specialist, you will deliver exceptional service and proactive relationship support to advisors within an assigned territory while supporting a shared portfolio of relationships. This role combines relationship management... 
    Work at office
    3 days per week

    Orion Advisor Technology

    Brooklyn, NY
    1 day ago
  • $40k - $46k

    Aon is looking for a Client Service Specialist I ! As a Client Service Specialist you will contribute to the success of our industry-leading PEO team. Not only will you become a valued team member, but you will also grow your skills with a revered company in the risk management... 
    Full time
    Temporary work
    Part time
    Work at office
    Local area
    Remote work
    Shift work

    Aon plc

    Brooklyn, NY
    1 day ago
  • Description Client Services Specialist WhitbeckBeglis, PLLC has an immediate opening for a Client Services Specialist to join our team at our Virginia Beach, Virginia office. This role is responsible for managing front desk operations, handling incoming communications,... 
    Temporary work
    Work at office
    Immediate start

    Wblaws

    Brooklyn, NY
    2 days ago
  •  ...do! MISSION: The mission of Park State Bank is to deliver exceptional client service, strategic banking solutions and a community-friendly experience. POSITION SUMMARY: The Client Service Specialist is a customer-focused role, dedicated and vital to the success of Park... 
    Work at office

    Park State Bank

    Brooklyn, NY
    2 days ago
  • Client Service Specialist - Join Our Team at Kesslers Diamonds! Location: Germantown, WI Job Type: Full-Time At Kesslers Diamonds , we're more than a jewelry store—we're a team of passionate, dedicated people who love creating unforgettable experiences for our clients.... 
    Full time
    Work at office

    Kesslers Diamonds

    Brooklyn, NY
    5 days ago
  • Client Services Specialist The Quantum Group Scottsdale, AZ About the Quantum Group The Quantum Group, an Integrity company, provides financial advisory firms with a comprehensive approach to growing their business by combining client-centric insurance solutions with strategic... 
    Local area

    Insurance Administrative Solutions, L.l.c.

    Brooklyn, NY
    4 days ago
  • $47.5k - $65.3k

    Client Service Specialist page is loaded## Client Service Specialistremote type: On-Sitelocations: Akron, Ohiotime type: Full timeposted on: Posted Todaytime left to apply: End Date: November 30, 2026 (30+ days left to apply)job requisition id: R26\\_3228**About Our Company... 
    Full time
    Part time
    H1b
    Work at office
    Work from home
    Visa sponsorship
    1 day per week

    Threadneedle group

    Brooklyn, NY
    1 day ago
  • $23.93 - $32.31 per hour

     ...application due to a disability, contact this employer to ask for an accommodation or an alternative application process. Client Services Specialist Full Time Mid Office Corporate Headquarters, Ontario, CA, US 4 days ago Requisition ID: 2734 Salary Range: $23.93 To $3... 
    Hourly pay
    Full time
    Work at office

    Citizens Business Bank

    Brooklyn, NY
    1 day ago
  • $50k - $100k

     ...6 Address 1284 Rickert Drive Job Family Group Wealth Sales & Service Securities Industry Essentials® (SIE®) -Required Provides administrative...  ...to the team's business objectives by building and maintaining client relationships through client acquisition both from internal... 
    Part time
    Work at office
    Local area

    Koitecc Solutions

    Brooklyn, NY
    5 days ago
  • $23.75 - $39.62 per hour

     ...focus it. For nearly 100 years, we've been the Bank that clients from every industry turn to for our expertise,...  ...includes all our associates as well. The Client Experience Specialist will provide exceptional service for internal and external clients based on assigned market... 
    Full time
    Part time
    Work at office

    Valley National Bank

    Brooklyn, NY
    3 days ago
  • Calander Wealth is seeking an experienced Client Service Specialist to join our team. You will be a primary contact for client service needs, delivering a high-touch, responsive experience and building trust with clients through professionalism. The role involves account... 
    Work at office
    Remote work
    Monday to Friday

    Jambalaya Group

    Brooklyn, NY
    5 days ago
  • Raymond James Financial, Inc. seeks a Client Service Associate to provide high-touch administrative support to Financial Advisors and clients. You will handle scheduling, inquiries, and documentation across multiple channels, contributing to smooth branch operations. The... 
    Part time

    Raymond James Financial, Inc.

    Brooklyn, NY
    5 days ago
  • University of Illinois Urbana-Champaign is seeking a Customer Service Specialist within the Veterinary Teaching Hospital to support Small...  ...Surgery and Orthopedic Surgery. The role involves front-line client service, scheduling, medical records handling, and billing coordination... 

    Laseagrant

    Brooklyn, NY
    1 day ago
  •  ...empowering independent financial professionals—including traditional and hybrid RIAs—to grow their businesses and deliver exceptional client service. We combine advanced business management technology with personalized consulting to provide unmatched scale, efficiency, and... 

    Kestra PWS

    Brooklyn, NY
    3 days ago
  • Waldron Private Wealth is seeking a Client Service Specialist to provide operational and administrative support to the Client Services Department and deliver concierge-level service to high net‑worth clients. The role focuses on building client relationships, resolving... 

    Waldron Private Wealth

    Brooklyn, NY
    4 days ago
  • AmeriVet is seeking a Client Service Representative to be the first and last point of contact for clients. You will manage appointments, answer calls, process patient information, and liaise with the medical team to ensure a seamless client experience. This role emphasizes... 

    Amerivet

    Brooklyn, NY
    3 days ago
  • Job Details Job Location: Legacy Ranch - Buda, TX 78610 Position Type: Full Time Job Shift: Day Job Description Job Title: Client Services Specialist Department: Client Services FLSA Status: Exempt Summary The Client Services Specialist is responsible for supporting... 
    Full time
    Work at office
    Shift work

    Priority Dispatch Corp.

    Brooklyn, NY
    4 days ago

Do you want to receive more vacancies?

Subscribe and receive similar vacancies to Client Services Specialist. Be the first to apply!