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

Senior Client Service Specialist - Banking

United Business Bank

United Business Bank in Pleasanton, CA is seeking a Client Service Representative III to join our onsite team. You will handle a wide range of paying and receiving functions for clients in person and over the phone, including deposits, withdrawals, and wires. You will balance daily transactions, open and close accounts, renew CDs, and assist clients with bookkeeping and account issues while cross-selling our banking products and services. #J-18808-Ljbffr United Business Bank

Vacancy posted 1 day ago
Similar jobs that could be interesting for youBased on the Senior Client Service Specialist - Banking in Pleasanton, CA vacancy
  • United Business Bank in Pleasanton, CA is seeking a Client Service Representative III to handle a range of paying and receiving functions, account maintenance, and online banking support. You will balance daily transactions, assist with new accounts, and cross-sell bank... 
    Suggested

    United Business Bank

    Pleasanton, CA
    1 day ago
  • Citizens Bank in Livermore, CA is seeking a Lead Banking Specialist I to assist with operations and customer service in the Business Financial Center. The role emphasizes policy adherence, problem resolution, and teamwork to deliver The Citizens Experience. The position... 
    Senior
    Full time

    Citizens Business Bank

    Livermore, CA
    4 days ago
  • Fremont Bank is seeking a Senior Teller to manage teller transactions, promote bank products, and meet sales goals. You will support customer service, cash handling, and telemarketing as needed, while adhering to the bank's service standards. Requirements include at least... 
    Senior
    Weekend work

    Fremont Bank

    Fremont, CA
    1 day ago
  • United Business Bank is seeking a Client Service Representative II to handle deposits, withdrawals, loan payments, and other in-person banking tasks onsite. The role requires balancing daily transactions, assisting with new accounts, and cross-selling bank services. Strong... 
    Suggested
    Work at office

    United Business Bank

    Pleasanton, CA
    4 days ago
  • $62.5k - $78k

     ...8,000.00 Annually GENERAL JOB DESCRIPTION The Sr. Client Accountant Specialist provides outstanding service to our clients by maintaining an accurate, complete...  ...and accounts payable processing, payroll submission, bank reconciliations, and preparation of monthly... 
    Senior
    Full time

    ADP, Inc.

    San Ramon, CA
    3 days ago
  • Fremont Bank is seeking a Senior Staff Accountant to manage complex accounting activities including general ledger maintenance, loan accounting, and regulatory reporting in a banking environment. The role emphasizes GAAP compliance, internal controls, and collaboration... 
    Senior

    Fremont-Bank

    Livermore, CA
    2 days ago
  •  ...with the Vice President, Commercial Banker to monitor credit risk and coordinate loan closings. The role requires 4+ years in portfolio management, a Bachelor's degree, and solid knowledge of commercial banking products. #J-18808-Ljbffr Western Alliance Bancorporation
    Senior

    Western Alliance Bancorporation

    Pleasanton, CA
    17 hours ago
  • Fremont Bank is seeking a Senior Relationship Banker in Livermore, CA to deliver world‑class service and expand client relationships. You will reference needs, open and service accounts, and refer banking products to both consumer and business clients. The role includes... 
    Senior

    Fremont Bank

    Livermore, CA
    1 day ago
  • Fremont Bank in Livermore, CA is seeking a Senior Relationship Banker to deliver world-class service and grow client relationships. You will assist with consumer and business banking needs, refer suitable products, and expand partnerships through outbound calls and local... 
    Senior
    Local area

    Fremont-Bank

    Livermore, CA
    3 days ago
  • Fremont Bank is seeking a Senior Staff Accountant to perform complex accounting duties, keep the general ledger accurate, and support audits and regulatory reporting. You will work with loan accounting, financial reporting, and reconciliations while ensuring GAAP compliance... 
    Senior

    Fremont Bank

    Livermore, CA
    2 days ago
  • FFB Bank in California seeks a Treasury Relationship Manager II to lead and grow complex deposit and treasury relationships with small...  ...business development, mentors staff, and ensures superior service and regulatory compliance in a fast-paced banking environment. Responsibilities... 
    Senior

    FFB Bank

    San Ramon, CA
    4 days ago
  •  ...Ferry is partnering with our client based in Livermore, California...  ...search for an experienced Senior Accountant. Company Description...  ...a community-driven financial services organization with a long-standing...  .... They offer a full suite of banking and lending solutions while... 
    Senior
    Work at office
    Local area

    Korn Ferry

    Livermore, CA
    3 days ago
  • Fremont Bank is seeking a Senior Teller to handle teller transactions, promote bank products, and meet sales targets. The role requires paying close attention to cash handling accuracy, customer service, and professional presentation. Weekend availability is expected as... 
    Senior
    Flexible hours
    Weekend work

    Fremont Bank

    Fremont, CA
    4 days ago
  • $25.97 - $31.75 per hour

     ...Job Description: At Bank of America, we are guided by a common...  ...Growth and delivering for our clients, teammates, communities and shareholders...  ...- whether shaped by military service, community college education,...  ..., and connecting clients to specialists. Key responsibilities include... 
    Senior
    Hourly pay
    Work at office
    Flexible hours
    Shift work
    Weekend work
    Day shift

    Bank of America

    Pleasanton, CA
    4 days ago
  •  ...Analyzes and makes recommendations to implement new alerts Contact clients via phone and/or email to validate transaction activity...  ...resolve risk and fraud issues Solid knowledge of state and federal bank compliance procedures and card brand operating guidelines as they... 
    Senior
    Flexible hours

    Fremont Bank

    Livermore, CA
    4 days ago
  • $140k - $185k

     ...valuable financial solutions to complex Business Banking clients and prospects. Key responsibilities include...  ...client relationships with Product Specialists. The role requires knowledge of the bank’s products and services to identify cross‑selling opportunities and... 
    Senior
    Work experience placement
    Local area
    Shift work
    Day shift

    Bank of America

    Pleasanton, CA
    4 days ago
  • $69k - $89k

     ...professionals who help us deliver quality and value to our clients. As a Senior Bookkeeper/Accountant, you will independently manage client...  ...accurate financial records, and provide responsive, professional service. We are currently seeking a Senior Bookkeeper/Accountant to... 
    Senior
    Full time
    Work at office

    Cetera

    Danville, CA
    2 days ago
  • Citizens Bank in Livermore, CA is seeking a customer service-focused associate to assist with operations and service-related responsibilities while aligning with bank policies. You will work collaboratively to support the Business Financial Center’s service objectives and... 

    Socket.dev

    Livermore, CA
    17 hours ago
  • $43.25 - $52.85 per hour

     ...Position Summary The Senior Staff Accountant is responsible for...  ...regulatory reporting. Why Fremont Bank? Founded in 1964, Fremont...  ...on relationships — with our clients, our associates, and our...  ...The Fremont Bank Way Full-Service Banking with comprehensive financial... 
    Senior
    Local area
    Flexible hours

    Fremont Bank

    Livermore, CA
    2 days ago
  • Fremont Bank is seeking a Financial Advisor to serve high-net-worth clients in our California market. You will develop and implement customized investment plans, monitor...  ...solutions while maintaining a focus on client service, compliance, and ongoing professional... 
    Senior

    Fremont Bank

    Fremont, CA
    2 days ago
  • Fremont Bank is seeking a Senior Teller in Fremont, CA to handle teller transactions, ensure client satisfaction, and promote bank products. You will conduct telemarketing and support outside sales as needed. Applicants should have 1 year of banking and cash handling experience... 
    Senior
    Flexible hours
    Weekend work

    Fremont-Bank

    Fremont, CA
    3 days ago
  • Patelco Credit Union is seeking a Senior Internal Auditor to plan, execute, and oversee audits evaluating risk management, controls,...  ...role requires 3+ years in internal audit, strong knowledge of banking regulations, and proficiency with #J-18808-Ljbffr Patelco Credit... 
    Senior

    Patelco Credit Union

    Dublin, CA
    17 hours ago
  • Fremont Bank is seeking a Sr. Relationship Banker in Fremont, CA. This role focuses on delivering exceptional service and expanding client relationships through effective sales techniques. You will be responsible for handling cash transactions, resolving client issues,... 
    Senior

    Fremont Bank

    Fremont, CA
    4 days ago
  • A leading company in financial services is seeking a Senior Business Analyst in San Ramon, CA. The ideal candidate will have 7 to 10 years of experience, particularly within the banking sector, and a proven ability to conduct thorough business analysis and stakeholder... 
    Senior

    Jobsbridge

    San Ramon, CA
    1 day ago
  •  ...Join a winning team at United Business Bank and enjoy a friendly and collaborative work...  ...to our team and their commitment to our client base. Thank you for considering United Business...  ...model delivers outstanding customer service. United Business Bank's comprehensive benefit... 
    Temporary work
    Second job
    Work at office
    Flexible hours

    United Business Bank

    Pleasanton, CA
    17 hours ago
  •  .... You will assist in executing sales and service activities, fostering customer relationships...  ...increasing sales to individual consumer clients. The ideal candidate will have strong communication skills and knowledge of Smart Banking tools, along with a bachelor's degree or... 
    Full time

    Citigroup Inc.

    Fremont, CA
    17 hours ago
  • Bank of America in Dublin, CA is seeking a client-focused Financial Center Specialist who will provide personalized financial guidance and drive client relationships across borrowing...  ...needs while maintaining compliance and service excellence. #J-18808-Ljbffr Bank of America

    Bank of America

    Dublin, CA
    2 days ago
  • $69k - $89k

    Cetera Financial Group in Danville, California, seeks a Senior Bookkeeper/Accountant to manage client accounting and bookkeeping, maintain precise records, and deliver professional service. This role requires independent work and strong software skills to support month... 
    Senior

    Cetera Financial Group

    Danville, CA
    17 hours ago
  • $140k - $185k

    Job Description:At Bank of America, we are guided by a common purpose...  ...and delivering for our clients, teammates, communities and shareholders...  ...- whether shaped by military service, community college education,...  ...relationships with Product Specialists. Job expectations include... 
    Senior
    Full time
    Work experience placement
    Work at office
    Local area
    Flexible hours
    Day shift

    Bank of America

    Pleasanton, CA
    2 days ago
  • Responsibilities The Principal Financial Analyst serves as a senior individual contributor within the Finance team, providing advanced financial analysis, modeling, forecasting, and strategic support to senior leadership. The position leads complex financial initiatives... 
    Senior

    Maxonic Inc.

    Pleasanton, CA
    17 hours ago

Do you want to receive more vacancies?

Subscribe and receive similar vacancies to Senior Client Service Specialist - Banking. Be the first to apply!