• Atlantic Union Bank (Newport News, VA)
    …diploma or equivalent (GED). One (1) or more years of experience in a client service and/or a cross-trained teller position Previous cash handling experience ... which requires the teammate to deliver best in class client experience, sales/ service solutions, as well as... solutions, as well as handle teller transactions. The Client Services Representative creates a positive … more
    Upward (07/14/25)
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  • Pacific Premier Bank (Edmonds, WA)
    …and culture. You will help deliver a memorable experience through our Client Service Standards, ensuring consistent customer satisfaction, loyalty, and trust. ... exceed our customers' expectations and achieve success. The Sr. Financial Services Representative at Pacific Premier Bank contributes significantly to the… more
    Upward (07/20/25)
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  • WesBanco Bank, Inc. (Fort Thomas, KY)
    …need of the Banking Center throughout the day and proactively providing both Customer Service Representative (CSR) and sales platform support as needed. The CSA ... and make an appropriate recommendation to fulfill the needs of the client . Accepts and accurately processes all financial service transactions. Responsible… more
    Upward (07/23/25)
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  • Santander Holdings USA Inc (Falmouth, MA)
    …to generate business and identify new customer prospects. Responsible for client relationships, including attracting and retaining new clients and strengthening ... correctly and efficiently by documenting and identifying trends in customer service needs. Resolves and oversees customer issues surrounding consulting, information,… more
    Upward (07/29/25)
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  • AEG (Baltimore, MD)
    …of the Guest Services Management Team and Supervisors, our Guest Services Representative is responsible for providing an exceptional level of world-class service ... and a flexible schedule. This role requires having a positive attitude and service -oriented disposition, as well as a team-driven and proactive mindset. This role… more
    Upward (06/30/25)
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  • MCI Careers (Savannah, GA)
    …established ourselves as a trusted partner in the industry. We are hiring customer service representative to support inbound and outbound customer service ... IN THIS ROLE ACTUALLY DO? This position supports customer service for bank customers. This role requires...and effective call handling Follow the processes of the Client program and perform all tasks in a courteous… more
    Upward (07/25/25)
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  • Santander Holdings USA Inc (Edgartown, MA)
    …conversations regarding their current and future financial needs and educates Customers about Bank products and services. Assists in exceeding service goals by ... for consumer and business clients. Assists clients with resolving product, service or account issues, opening or closing accounts, processing transactions, logging… more
    Upward (07/29/25)
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  • South Shore Bank (Quincy, MA)
    …training sessions and activities not described here which enhance the quality of service to the client . Requirements QUALIFICATIONS To perform this job ... Job Type Full-time Description SUMMARY South Shore Bank is seeking an experienced Commercial Lending Portfolio...Commercial Lending Portfolio Manager (PM) II who will provide client management support as primary or secondary contact for… more
    Upward (06/29/25)
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  • United Business Bank Career Opportunities (Albuquerque, NM)
    …account, a generous vacation and sick policy. About the Position The Universal Banker (UB)/ Client Service Representative III (CSR III) is an onsite position ... client base. Thank you for considering United Business Bank as your next step in your career path,... policies, procedures, and regulatory guidelines. In addition, the Client Service Representative III (CSR… more
    Upward (07/21/25)
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  • Recruit Monitor (Baltimore, MD)
    About the job Customer Service Representative - Remote Responsibilities And Also Obligations Work as very first point of connect with to customer concerns, ... up along with requirements, helping the consumer in making notified decisions. Reviews client demands and also brings in referrals based on specific travel demands,… more
    Upward (07/09/25)
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  • Tailored Management (Austin, TX)
    Position Title: Customer Service Representative Work Locations: Austin, TX | Phoenix, AZ (Remote within these cities is allowed) Work Arrangement: Hybrid - ... Investment Advisors (RIAs), and Third Party Administrators (TPAs). Key Responsibilities Answer client service hotline calls and respond to emails professionally… more
    Upward (07/25/25)
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  • MCI Careers (Savannah, GA)
    …RESPONSIBILITIES WHAT DOES SOMEONE IN THIS ROLE ACTUALLY DO? This position supports customer service for bank customers. This role requires you to interact with ... for bilingual customer services agents to support inbound customer service , help desk, and back-office processing for commercial and...and effective call handling Follow the processes of the Client program and perform all tasks in a courteous… more
    Upward (07/07/25)
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  • Santander Holdings USA Inc (New York, NY)
    …scale clients. The incumbent will drive the growth and retention of existing client relationships, build new client relationships, and provide the full breadth ... with Relationship Managers on new business development opportunities related to syndicated bank loans. What You Bring:To perform this job successfully, an individual… more
    Upward (07/29/25)
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  • Simmons Bank (St. Louis, MO)
    …doing! We're committed to bringing passion and customer focus to the business Simmons Bank is a dynamic regional community bank with the full financial ... a trusted advisor while providing them with the resources of a traditional bank supported by cutting edge technology. We are passionate about guiding our customers… more
    Upward (07/13/25)
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  • KeyBank (Chicago, IL)
    …financial plan. Develops and maintains an in-depth knowledge of the KPB Sales Process, Client Experience and Client Service Standards. Employs and maintains ... Street - Chicago, Illinois 60606 Job Summary Key Private Bank (KPB) is dedicated to serving our clients' financial...based on client needs. Acts as a client advocate/ representative on assembled team. If needed… more
    Upward (07/08/25)
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  • First Merchant's Bank (Temperance, MI)
    …position is responsible for delivering a high quality and meaningful customer service experience by accurately completing bank transactions, opening accounts, ... to meet the current and future financial needs of bank clients. They are responsible for meeting or exceeding...individual and team sales goals, as well as ensuring service metrics achieve the strategic and tactical goals of… more
    Upward (06/29/25)
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  • Freeway Insurance Services America LLC (Odessa, TX)
    …all currency transactions as well as timely delivery of deposits to the bank with scanned documentation in agency management system. Connects very quickly; builds ... and leverages client relationships. Ability to educate and advise the customer...Bilingual in English and Spanish preferred Sales or customer service experience High School Diploma or GED Ability to… more
    Upward (07/24/25)
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  • Lose Design (Myrtle Beach, SC)
    About the job Customer Service Representative We are looking for a Customer Service Representative who will be responsible for delivering exceptional ... customer service , maximising customer satisfaction, and building and improving customer...have an exciting opportunity for an experienced Customer Services Representative to join the CSR Team. Joining our team… more
    Upward (07/28/25)
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  • Santander Holdings USA Inc (Buzzards Bay, MA)
    …Financial Advisor is responsible for identifying needs, understanding client objectives, and making appropriate investment/insurance recommendations consistent with ... compliance standards in an effort to achieve sales results and long term client satisfaction. Achieve and exceed both individual and branch related sales and revenue… more
    Upward (07/28/25)
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  • Freeway Insurance Services America LLC (Largo, FL)
    …all currency transactions as well as timely delivery of deposits to the bank with scanned documentation in agency management system. *Connects very quickly; builds ... and leverages client relationships. Ability to educate and advise the customer...*Bilingual in English and Spanish preferred *Sales or customer service experience *High School Diploma or GED *Ability to… more
    Upward (07/24/25)
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