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

Client Relationship Specialist - Banking & Solutions

United States Digital Space LLC

United States Digital Space LLC seeks an energetic client service associate to engage lobby clients, educate on self-service banking, and process cash transactions accurately. You will train at a financial center, then potentially move to another nearby location based on business needs. The role requires strong relationship skills, the ability to educate clients on ATM/online/mobile banking, and adaptability to changing technology. Weekend/extended hours may be required. #J-18808-Ljbffr United States Digital Space LLC

Vacancy posted 4 days ago
Similar jobs that could be interesting for youBased on the Client Relationship Specialist - Banking & Solutions in Alameda, CA vacancy
  • $107k - $133.5k

    Job Description:At Bank of America, we are guided by a common purpose...  ...and delivering for our clients, teammates, communities and shareholders...  ...for managing day to day relationships with clients. The primary...  ...opportunities to deepen solutions per relationship, manage pricing... 
    Suggested
    Full time
    Work at office
    Work from home
    Shift work
    Day shift

    Bank of America

    Oakland, CA
    1 day ago
  • $63.3k - $117.2k

    Acts as the primary client contact to uncover financial needs and provide holistic banking and investment solutions in compliance with regulatory and compliance policies. Works...  ...partners, COIs, and the community to build relationships and deliver the desired customer... 
    Suggested
    Temporary work
    Part time
    Local area

    BMO U.S.

    Berkeley, CA
    1 day ago
  •  ...Ave. Job Family Group: Retail Banking Sales & Service Acts as the primary client contact to uncover financial needs...  ...holistic banking and investment solutions in compliance with regulatory...  ...COIs, and the community to build relationships and deliver the desired customer... 
    Suggested
    Temporary work

    BMO Harris Bank

    Berkeley, CA
    5 days ago
  • 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... 
    Suggested

    Poppy

    Alameda, CA
    4 days ago
  •  ...have an enthusiasm for helping our clients, taking care of our employees, building relationships, and delivering extraordinary...  ...clients to offer the best investment solutions to meet their financial needs....  ...’ success and the goals of the bank, while fostering a culture of... 
    Suggested

    JPMorgan Chase & Co.

    Alameda, CA
    more than 2 months ago
  • $85k - $100k

     ...Accounting & Technology teams help clients analyze complex financial,...  ..., advisory engagements in banking and healthcare, and business...  ..., our professionals include specialist consultants, industry...  ...nurtures the interdisciplinary relationships that give us the edge, laying... 
    Summer work
    Work at office
    Local area
    Immediate start
    3 days per week

    BRG

    Emeryville, CA
    1 day ago
  • $21 per hour

     ...in your community access the financial solutions they need—right when they need it the most...  ...with customers to cultivate lasting relationships that drive repeat business.   ~ Review...  ...of Brands will never ask you for banking or other payment information at any point... 
    Hourly pay
    Full time
    Temporary work
    Casual work
    Work at office
    Local area

    Community Choice Financial Family of Brands

    Oakland, CA
    3 days ago
  •  ...delivering high-quality customer service and supporting branch activities. Responsibilities include processing transactions, educating clients on services, and maintaining security standards. The ideal candidate should possess previous experience in sales and customer... 

    Citigroup Inc.

    Berkeley, CA
    3 days ago
  • $41.6k - $51.96k

    Citigroup Inc. is seeking a Customer Service Representative in Albany, California. The role involves managing client interactions, facilitating banking transactions, and identifying sales opportunities. Candidates should have sales, customer service, and money handling... 

    Citigroup Inc.

    Albany, CA
    2 days ago
  • $20 - $25 per hour

     ...Mechanics Bank is currently searching for a full time Customer Service Representative to join our team at our El Cerrito Branch....  ...Performs routine teller transactions and works directly with clients. Accepts, verifies, and processes basic to more complex customer... 
    Hourly pay
    16 hours
    Full time
    Work experience placement
    Work from home
    Flexible hours
    Shift work
    Night shift

    Mechanics Bank

    El Cerrito, CA
    5 days ago
  • $75k

     ...income. Ongoing Support & Resources Focus on building relationships and closing deals while Platinum handles marketing,...  ...trust and educate them about Platinum’s supplemental insurance solutions. 2. Leverage Our 10-Step Sales Process : Follow a time-tested... 
    Flexible hours
    Night shift

    Platinum Supplemental Insurance

    Hayward, CA
    3 days ago
  • JPMorganChase is seeking a Private Client Advisor in Berkeley, California. In this role, you will offer comprehensive financial planning and investment solutions while building robust client relationships. You'll need at least 2 years of financial advising experience and... 

    JPMorganChase

    Berkeley, CA
    3 days ago
  • 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... 

    Poppy Bank

    Alameda, CA
    5 days ago
  •  ...individuals who are ready to learn, build relationships, and earn an uncapped income....  ...retail, hospitality, customer service, banking, recruiting, athletics, or recently graduated...  ...you'll help local businesses discover solutions that improve their operations while building... 
    Local area
    Immediate start

    Auto-Chlor System of Northern California

    Oakland, CA
    14 days ago
  • $25 - $28 per hour

     ...patient-centered approach with the ability to build positive relationships. • Organized, detail-oriented, and dependable in a busy environment...  ...and reliable workflow. • Optimistic mindset with a focus on solutions. • Proficient with MS Office (Word, Excel); Google Workspace... 
    Hourly pay
    Full time
    Monday to Friday

    Mitchell Family Dentistry

    Alameda, CA
    3 days ago
  • $4,000 per month

     ...gives you the chance to build lasting relationships, expand your expertise, and be rewarded...  ...auto, homeowners, or health insurance solutions.Ensure Accuracy: Maintain accurate records...  ...: Quickly establish rapport with clients and provide expert guidance to help them... 
    Full time
    Relocation package

    Freeway Insurance Services America

    Oakland, CA
    2 days ago
  •  ...About the Role: As the Administrative Specialist (Scheduling), you will provide high-volume...  .... You will own the scheduling relationship for your assigned executives while also...  ...prioritization options or alternative solutions. Coordinate recurring leadership, functional... 
    Work at office
    3 days per week

    Grocery Outlet

    Emeryville, CA
    3 days ago
  • $4,000 per month

     ...gives you the chance to build lasting relationships, expand your expertise, and be rewarded...  ...auto, homeowners, or health insurance solutions. Ensure Accuracy: Maintain accurate...  ...Advisor: Quickly establish rapport with clients and provide expert guidance to help them... 
    Full time
    Relocation package

    Freeway Insurance Services America

    Oakland, CA
    5 days ago
  • $25 - $28 per hour

     ...and clinical notes are ready in advance. Build strong patient relationships by ensuring every visit feels welcoming, organized, and...  ..., and reliable workflow. Optimistic mindset with a focus on solutions. Proficient with MS Office (Word, Excel); Google Workspace experience... 
    Full time
    Monday to Friday

    Mitchell Family Dentistry

    Alameda, CA
    5 days ago
  •  ...orders with vendors Coordination with client, PM, scheduling and sales depending on size...  ...and maintain a productive business relationship with both the Internal and External customer...  ...urgency, providing viable and complete solutions Provide input and suggestions, which improve... 
    Contract work
    Local area

    Tangram Interiors

    Emeryville, CA
    2 days ago
  • $80k

     ...Allegis Group, a global leader in talent solutions. We are a privately held organization...  ...fundamentals of sales, including prospecting, client engagement, req qualification and...  ...and Sales teams to build client relationships, generate leads, and support revenue growth... 
    Hourly pay
    For contractors
    Internship

    Aerotek

    Emeryville, CA
    2 days ago
  • $26 per hour

     ...communications Manage leads throughout the complete sales cycle Build and maintain strong customer relationships Identify customer needs and present appropriate solutions Meet or exceed sales goals and performance targets Maintain accurate records of customer interactions... 
    Hourly pay

    AtWork - Modesto

    Oakland, CA
    5 days ago
  •  ...to and that’s why we care for them. By listening and building relationships with one another, we help our guests get quality eye care...  ...iconic eyewear, advanced lens technology and cutting-edge digital solutions. Join our global community of over 200,000 dedicated... 
    Minimum wage
    Part time
    Local area

    EssilorLuxottica

    Emeryville, CA
    5 days ago
  • $20 per hour

     ...stores. Customer Service Specialists work closely with...  ...and recommend the right solutions. Customer Service Specialists...  ...and ensure maximum client satisfaction as well...  ...productive trust relationships with wholesale and retail...  ...numbers, date of birth, or bank account numbers during... 
    Hourly pay
    Full time
    Contract work
    For contractors
    Work experience placement
    Local area
    Afternoon shift

    Sherwin-Williams

    Oakland, CA
    4 days ago
  • $51.41k - $87.29k

     ...potential customers. Your impact will be measured by your ability to foster relationships, generate enthusiasm for our products, and educate potential customers on renewable energy and storage solutions. This role requires you to proactively schedule appointments and... 
    Hourly pay
    Local area
    Flexible hours
    Afternoon shift

    Sunrun

    Oakland, CA
    1 day ago
  • $26.92 - $31.25 per hour

     ...SFO 444 Artizan Position Type Regular The Community Account Specialist is responsible for all accounting operations of the community...  ...with Essex policies and procedures while effectively managing relationships with internal and external stakeholders, including Accounting... 
    Hourly pay
    Full time
    Work at office
    Local area

    Essex Property Trust

    Oakland, CA
    5 days ago
  • $20 per hour

     ...Customer Service Specialist This position is essential to the success...  ..., and recommend the right solutions. Customer Service...  ...concerns and ensure maximum client satisfaction as well as stay...  ...services Build productive trust relationships with wholesale and retail customers... 
    Hourly pay
    Full time
    For contractors
    Work experience placement
    Afternoon shift

    Sherwin Williams

    Oakland, CA
    4 days ago
  • $198k - $253.5k

     ...Exelixis, you will bring deep market knowledge and established relationships within your territory to drive strategic growth. This role is...  ...planning. Partner cross-functionally to deliver coordinated solutions that address clinical, operational, and access challenges.... 
    Work at office
    Local area
    Flexible hours

    Exelixis

    Alameda, CA
    2 days ago
  • $69k

     ...leadership and management. You will work remotely, serving clients by providing guidance and protection solutions for individuals and families.   What We Offer...  ...and solutions Strong verbal communication and relationship-building skills Sales or customer service... 
    Remote job
    Work from home
    Flexible hours

    HMG Careers

    Oakland, CA
    2 days ago
  • $70k - $80k

     ...operational issues and implement corrective actions using data-driven solutions Communicate and collaborate effectively with internal and...  ...performance Build and maintain strong cross‑functional relationships with Customers, Operations, Sales, Accounting, Marketing, and... 
    Temporary work
    Casual work
    Work at office
    Flexible hours
    Shift work
    Day shift

    Premier Nutrition

    Emeryville, CA
    2 days ago

Do you want to receive more vacancies?

Subscribe and receive similar vacancies to Client Relationship Specialist - Banking & Solutions. Be the first to apply!