Client Services Specialist - New Accounts & Banking
Poppy
Poppy Bank in the San Francisco area seeks experienced Client Service Representatives at II, III, or Senior level to open new consumer and business accounts, process transactions, cross-sell products, and maintain client relations while complying with regulations. This role offers growth opportunities; requires banking experience and proficiency with Word, Excel, and Outlook to support daily operations and client service goals. #J-18808-Ljbffr Poppy
- ...Shattuck Ave. Job Family Group: Retail Banking Sales & Service Acts as the primary client contact to uncover financial needs... ...experience, with a focus on new client acquisition, growing overall... ...set (e.g. simplified advisory accounts, annuities, mutual funds, 529s, and...AccountsTemporary work
$63.3k - $117.2k
Acts as the primary client contact to uncover financial... ...and provide holistic banking and investment solutions... ..., with a focus on new client acquisition, growing... ...g. simplified advisory accounts, annuities, mutual funds... ...products, pricing, and services; connects customer with...AccountsTemporary workPart timeLocal area- Poppy Bank in Alameda, CA is seeking a Client Service Representative at senior levels to open new consumer and complex business accounts and cross-sell financial products. The role covers processing new account transactions, assisting clients with account selections, and...Accounts
$107k - $133.5k
Job Description:At Bank of America, we are guided by... ...and delivering for our clients, teammates, communities... ...product offerings and service support meets client expectations... ...growth by identifying new opportunities and... ...makers and completes account/portfolio business...AccountsFull timeWork at officeWork from homeShift workDay shift$32 per hour
AppleOne Employment Services in Alameda, CA is seeking a Banker / New Accounts Representative to open consumer and business accounts, assist customers with banking products, and support branch growth. You will deliver excellent service in person and by phone, handle teller...AccountsFull time$123.1k - $141.57k
...SEIU Local 1021 Accounting Manager Based in Oakland, CA... ...organizing and representing public service workers in cities, counties,... ...Provide orientation to acquaint new employees with the Union’s... ...payments. Assist Director with Banking relationships and operations....AccountsContract workWork at officeLocal area$86k - $101k
...world? Who You Are As an Staff Accountant - Accounts Payable on the... ...-functional teams to identify new opportunities for agentic AI implementation... ...preparation Maintain accurate bank, including investments and... ...Provide excellent customer service by addressing accounting...AccountsWeekly payWork at officeLong distanceMonday to FridayShift work$90k - $110k
Job Description:At Bank of America, we are guided by... ...and delivering for our clients, teammates, communities... ...shaped by military service, community college education... ...results, and acquiring new client opportunities... ...opening core business accounts while adhering to procedural...AccountsFull timeTemporary workWork experience placementWork at officeFlexible hoursDay shift$75k - $115k
...offering hands-on exposure to cash management, bank reconciliations, and liquidity operations.... ...cash positions and bank balances across accounts and entities, including researching... ...is an estimate for what Tanium will pay a new hire. The actual annual base salary offered...AccountsFull timeInternshipLive inWork at officeRemote workWorldwideFlexible hours3 days per week$200k - $225k
...reading or editing life’s code, writing new code from scratch has remained one of the... ..., and synthetic biology. The Director of Accounting will report to the CFO and is responsible... ...physical inventory reconciliations. Treasury & Banking Manage banking relationships, cash...AccountsBank staffLocal areaRelocation package$336.8k - $371k
...As a Strategic Account Executive, you will own the relationship with... ...and support teams to guarantee client satisfaction. Elevate... ...helps developers innovate on new features faster while protecting... ...never ask for money, fees, or banking information before making a job...Accounts$20.19 - $27.88 per hour
...Description Job Description Bank Utility Location: Oakland... ...and ensuring exceptional service to our clients. This position assists the... ...correspondent bank reconciliations. Accountable for approving all teller... ...and documentation of New Accounts requirements. In...AccountsHourly payFull timeBank staffWork at officeLocal areaFlexible hours$75k - $110k
...value and opportunity clients. Key responsibilities include... ...results, and acquiring new client opportunities... ...core small business accounts while adhering to procedural guidelines. At Bank of America, we are guided... ...owners on solutions, services, and digital capabilities...AccountsTemporary workWork experience placementWork at officeShift workDay shift- ...Business Banking Relationship Manager Oakland, California... ...to applying for any new position.... ...and delivering for our clients, teammates, communities... ...whether shaped by military service, community college education... ...opening core business accounts while adhering to procedural...AccountsTemporary workWork experience placementWork at officeFlexible hoursShift workDay shift
$65.52k - $76.68k
...– $76,680 per year About Commercial Bank of California Commercial Bank of California... ...the smooth functioning of centralized services. This role assists in managing branch... ...effective coordination of customer service, new accounts, problem resolution, and account...AccountsFull timeWork at officeLocal areaFlexible hours$58.66k
...recruiter Position Summary: The Accountant supports the financial operations of the... ...investment activity. Perform monthly bank and general ledger account reconciliations... ...skills, both written and verbal. ~ Member-service orientation and ability to work...AccountsTemporary workWork at officeLocal areaRemote workWork from homeMonday to FridayFlexible hours$21 per hour
...Customer Service Representative California Check Cashing Stores Oakland... ...training and a comprehensive new hire program. Access to a... ...telemedicine and medical spending account options (HSA/FSA). Traditional... ...Brands will never ask you for banking or other payment information...AccountsHourly payFull timeTemporary workCasual workWork at officeLocal area$261k
...insurance and loans (car, home and personal) and savings accounts and checking accounts* - all for free. Credit Karma has grown... ..., Culver City, San Diego, London, Bangalore, and New York City.*Banking services provided by MVB Bank, Inc., Member FDICAs Credit Karma continues...Accounts- ...financial advice to your clients. A role as a Market... ...Emerging Middle Market Banking is for you. As a Market... ...sales officer and client service professionals. Emerging... ...opportunities offered by new technologies Required... ...SkillsMinimum of ten years account relationship management...Accounts
$19.29 per hour
...valid, written and fully executed Master Service Agreement and Statement of Work for... ...customers. This position conducts frontline banking functions such as providing teller services... ...available products and services, opens new accounts, manages cash in vault and teller...AccountsWork at officeAfternoon shift$120k
...the quality of the tasks/services provided. Impact of the... ...200 million customer accounts and does business in more... ..., including consumer banking and credit, corporate and... ...superior service to clients and referral partners and... ...support teams to drive new business and retention...AccountsFull timeLocal area$32 per hour
Banker / New Accounts Representative Alameda, CA | Full-Time | Up to $32/hr DOE What You'll Do Open consumer and business accounts Help customers choose the right banking products and services Cross-sell checking, savings, CDs, IRAs, and other solutions Process teller transactions...AccountsFull timeTemporary work- ...Our client is seeking an experienced Bookkeeper / Payroll Specialist to join their growing team and... ...support day-to-day accounting and payroll... ...receivable. Reconcile bank and general... ...leaders to set a new standard in search... ...with unparalleled service, a commitment to...AccountsWork at officeFlexible hours
- ...memorable experiences for our clients and employees, making them... ...hospitality, using the latest banking solutions and cutting-edge financial... ...with friendly and attentive service. Your role at Chase will... ...transactions as well as open new accounts, while complying with all policies...AccountsPart time
- ...Our client is seeking an experienced Bookkeeper / Payroll Specialist to join their growing team and... ...support day-to-day accounting and payroll... ...receivable. Reconcile bank and general... ...leaders to set a new standard in search... ...with unparalleled service, a commitment to...AccountsWork at officeFlexible hours
$80k - $85k
...spirit, our people bring new ideas to solve the... ...deep commitment to our clients and by fostering a collaborative... ...of cash management, banking, financial analysis,... ...cash and credit related accounting entries Assist in... ...make recommendations on service changes Monitor debt...AccountsFull timeContract workWork at officeLocal area$35 - $50 per hour
...are experienced in non-profit accounting and looking for the perfect... ...accruals, prepaid depreciation, bank and payroll reconciliations,... ...: Build strong client relationships. Get to know clients... ...big issues. Provide great service. Deliver excellent accounting...AccountsContract workTemporary workPart timeRemote workFlexible hours$60.49k - $73.92k
...At U.S. Bank, we’re on a journey to do our best. Helping... ...of your career. Try new things, learn new... ...possible counsel. Strong client relationships are based... ...processing customer and account information, educating... ...and loan products and services, and recommending financial...AccountsFull timeTemporary workLocal area$63.3k - $117.2k
...Wealth Sales & Service Provides financial and investment... ...a comprehensive banking solution in the best interest... ...customer. Determines client needs and provides... ...funds, mutual fund wrap accounts, ETF wrap accounts, insurance... ...targets for new asset sales, joint appointments...AccountsPart timeLocal area$26.92 - $31.25 per hour
...Artizan Position Type Regular The Community Account Specialist is responsible for all accounting... ...and other administrative and customer service duties as required. Responsibilities of... ...eligible for a housing discount of 20%. New hires generally start between $26.92 -...AccountsHourly payFull timeWork at officeLocal area
Do you want to receive more vacancies?
Subscribe and receive similar vacancies to Client Services Specialist - New Accounts & Banking. Be the first to apply!
- customer support representative Alameda, CA
- benefits customer care representative Alameda, CA
- client service consultant Alameda, CA
- customer experience agent Alameda, CA
- customer service expert Alameda, CA
- customer service officer Alameda, CA
- financial customer service representative Alameda, CA
- customer service associate Alameda, CA
- customer service attendant Alameda, CA
- customer support specialist Alameda, CA



