Client Services Specialist: Banking Onboarding & Support
Dallas Capital Bank
Dallas Capital Bank in Dallas, TX is seeking a Client Services Specialist to deliver high-quality service to personal and business clients. You will work with relationship managers to open new accounts, resolve issues, and support online banking and treasury products. The ideal candidate has at least two years in banking customer service, strong communication, attention to detail, and the ability to multitask in a fast-paced environment while maintaining compliance and professionalism. #J-18808-Ljbffr Dallas Capital Bank
- At Dallas Capital Bank, we are proud to bring... ...with unceasing service to the Dallas... ...understanding our clients and the time to recognize... ...and provide the support and guidance they... ...a Client Services Specialist who wants stability... ...tickets. Oversee onboarding process for new client...SuggestedTemporary workWork at officeRemote workMonday to Friday
- Security National Bank is seeking an onsite TX Client Experience & Banking Center Representative in Dallas to support day-to-day high-quality transactions and client servicing for consumer and commercial clients. You will be part of a branch team, handling deposits, withdrawals...Suggested
- ...Why Bank OZK Founded on a legacy of more than 120 years in banking... ...industry leader in financial services. That means we combine... ...deliver smart solutions to our clients across the country. We're investing... ...with the best resources to support their physical, mental and financial...SuggestedWork at officeLocal areaDay shift
- ...seeking a seasoned professional to join its Banking, Credit and Investments platform, focusing on onboarding and KYC processes. You will collaborate... ...teams and internal partners to fulfill client requests while ensuring high service levels and strong documentation controls...Suggested
- Texas Capital Bank is seeking an Operations Associate - Client Service Officer to be the primary operational contact for commercial banking clients, handling service requests, onboarding, and account maintenance with timely, accurate execution. You will balance client...Suggested
- Security National Bank is seeking a TX Client Experience & Banking Center Representative to onsite in Dallas. The role supports day-to-day transaction processing, account servicing, and client support for consumer and commercial clients within the Texas client experience...
$70k - $120k
...forefront of financial services, housing two SEC... ...innovation. Premier Client Service Specialist (Bilingual) Office... ...provide white-glove support to resolve their... ...in private banking or wealth management... ...frictionless and premium onboarding experience. Act as...Contract workWork at officeLocal area$20 - $24 per hour
Technical Support We are hiring a Technical Support to join our client on a contract basis. This is a fantastic opportunity to... ...with one of the most innovative Banking and Financial companies in the U... ...Client Care / Customer Service skills. Work well as a team and...Hourly payContract workTemporary work- Job DescriptionIt’s about supporting people, our people. Are you described... ...top-quality experience and service? If so, the FIA Commercial... ...legacy of providing unparalleled banking services.Who you are:As a... ...for Producers to review with clients. You are the support to Producers...Full timeWork at office
$75k - $85k
...solutions and advice to help clients achieve their goals and plan... ...in 2024. SUMMARY: Our Client Service Department consistently strives... ...local office operations, support partner advisors, and consistently... ...of new client account onboarding and funding Processing client...Full timeContract workTemporary workPart timeFor contractorsFor subcontractorInternshipWork at officeLocal areaFlexible hours- ...Customer Service Representative Supporting Commercial And Public Sector Clients We are looking for Customer Service Representatives... ...supports customer service for bank customers. This role requires... ...Please ask a Talent Acquisition Specialist about the different types of...Full timeTemporary workCasual workWork at officeMonday to FridayFlexible hoursShift workWeekend work2 days per weekWeekday work
- ...scale that works for our clients, with highly... ...recently named Best Regional Bank in 2024 by Bankrate and... ...Associate - Client Service Officer serves as a primary... ...banking clients, supporting relationship teams by... ...requests, coordinating onboarding and account maintenance...Immediate startDay shift
- ...exceptional customer service and we look for team members... ...partnerships with our clients. Because at the end of... ...phone, email and chat supporting transportation... ...carriers through new client onboarding process. Accountable... ..., intelligence and banking. We are pioneering solutions...Work at officeLocal area
- ...an enthusiasm for helping our clients, taking care of our employees,... ...delivering extraordinary customer service while maintaining a strong... ...families. Your expertise will support a wide range of clients, from... ...success and the goals of the bank, while fostering a culture of...
- ...scale that works for our clients, with highly experienced bankers... ...named Best Regional Bank in 2024 by Bankrate and was... ...delivering exceptional client service and operational support across consumer,... ...This role combines client onboarding, case management, escalation...Work at officeImmediate startFlexible hoursDay shiftAfternoon shift
$22 - $26 per hour
...Job Description We are seeking a Client Services Specialist to provide exemplary customer service... ...-2+ years of experience in a customer support role High sense of urgency and ability... ...Auto Leasing. The company partners with banks, credit unions, and captive funding sources...Work at office- Allworth Financial seeks an Onboarding Specialist to support the CRP Sales Team by delivering a high-touch onboarding experience for new clients. You will coordinate documents, ensure timely funding of accounts, and serve as a knowledge base for program rules and systems...
- ...Dallas, TX seeks a Senior Associate for Client Onboarding & Configuration to establish new... ...downstream systems recognize approved services, and resolving issues with Compliance,... ...teams while improving onboarding efficiency. #J-18808-Ljbffr Goldman Sachs Bank AG
$108k - $160k
Job Description:At Bank of America, we are guided... ...and delivering for our clients, teammates,... ...developing exceptional talent, supporting our teammates’ physical... ..., and commercial card services by complementing technology... ...Advisors, Liquidity Specialists, and others across the...Full timeWork experience placementWork at officeWork from homeFlexible hoursShift workDay shift- ...Commercial Real Estate Support Specialist It's about helping team members achieve big goals... ...legacy of providing unparalleled banking services. Who you are: As our Commercial... ...Relationship Managers to deliver excellent client experiences and facilitate smooth...
- Witherite Law Group seeks a Client Support Associate in Dallas to manage client flow, onboarding, data collection, and case submission. You will support team members and participate in training while maintaining confidentiality and accuracy in documentation. Ideal candidates...
- Bank of America is seeking a client-focused professional to serve as the first point of contact... ..., and connect clients with specialists. You will assist with self-service transactions, promote platform... ...regulatory requirements while supporting daily banking activities, #J...
- ...Description Job Description Overview CUSTOMER SERVICE REPRESENTATIVE SUPPORTING COMMERCIAL AND PUBLIC SECTOR CLIENTS We are looking for Customer Service... ...? This position supports customer service for bank customers. This role requires you to interact with...Full timeWork at office
$15 - $16 per hour
...an energetic team looking for a Financial Services Representative to guide customers on... ...-term disability, and free mental health support ~ Retirement and time off – 401(k) with... ...and balance cash, and complete required bank runs to deliver deposits ~ Follow company...Hourly payWork at officeLocal areaShift work$17.88 - $26.93 per hour
...Description The Accounting Specialist Associate III is responsible... ...comprehensive 8-week training program to support effective knowledge transfer.... ...role within Depository Services by handling physical checks... ...Familiarity with the U.S. banking industry is a plus Skills...Hourly payWork at officeWork visaMonday to Friday$55k - $75k
...Client Service Specialist The Client Service Specialist plays a key role in delivering... ...client experiences and supporting the growth of client... ...for clients, ensuring smooth onboarding, accurate documentation, and... ...the investment programs of banks and credit unions. Advisor...Full timeWork at officeFlexible hours$55k - $80k
Financial Services Representative - State Farm Agent Team Member Total compensation $55,0... ...identify opportunities for deeper customer support. Maintain accurate documentation and... ...years of experience in financial services, banking, insurance, investment services, or a...For contractors- ...creating lasting value. JOB SUMMARY: The Client Service Specialist serves as a key point of contact for... ...to deliver exceptional service and support. Requirements RESPONSIBILITIES &... ...operational questions Support client onboarding and account updates by ensuring proper...Work at office
- ...Client Relationship Specialist Candidate Authenticity Statement We recognize that AI tools are... ...following successful completion of onboarding. New hires are required to attend... ...clients on products and services, and supporting strategies for retention and growth...Work at officeRemote work
$70k - $120k
Premier Client Service Specialist Office Location: Dallas, TX or Jersey City, NJ... ...markets, and provide white‑glove support to resolve their challenges... ...background in private banking or wealth management,... ...a frictionless and premium onboarding experience. Act as the internal...Contract workWork at office
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