- Edward Jones (Tempe, AZ)
- …home office associates to enable an ideal client experience.** **The Tailored Branch Support Service Specialist II partners with multiple Financial ... divisions are at the center of it all. We support our clients, branch teams and headquarter...plan and execute the daily functions needed for the branch ** + **Deliver excellent client service by… more
- UMB Bank (Denver, CO)
- …to improve our customer's financial wellbeing. Our **Floating Branch Transaction Specialist ** are at the forefront engaging the client by name and ... ensuring that they feel welcomed and appreciated. Branch Service Specialists blend technical excellence, strong organizational skills with an outstanding talent for… more
- UMB Bank (Denver, CO)
- …use every transaction and interaction to improve our customer's financial wellbeing. Our Branch Transaction Specialist - Float are at the forefront engaging the ... client by name and ensuring that they feel welcomed and appreciated. Branch Service Specialists blend technical excellence, strong organizational skills with an… more
- Raymond James Financial, Inc. (Burlington, VT)
- …through importing, scanning and submission of documents. * Provides general administrative support to branch management. * Maintains, processes and updates ... skills obtained through training and experience to process money movement of client funds. General instructions and procedures are provided to perform routine… more
- Umpqua Bank (Napa, CA)
- …+ Ensure the branch is operationally sound. + Ensure that the client service specialists are trained and competent in explaining all products and services ... Assistant Branch Manager Retail Banking Group Napa, California **Description**...May back up new accounts. + May back up client service specialist line. + Pass personal… more
- Regent Bank (Tulsa, OK)
- Summary: The Assistant Branch Manager will assist the Branch Manager with support of the day-to-day branch operations. They may have direct ... services, and resolving banking problems for customers. The Assistant Branch Manager will work closely with the Branch...limits. + Ability to perform all duties of the Client Service Specialist to fill in for… more
- Truist (Everett, PA)
- …by fulfilling the need or referring the client to the appropriate branch team members or specialist . 4. Understand the importance of Integrated Relationship ... all monies assigned. Deliver superior quality service, identifying and understanding the client 's financial needs. Cross-trained to support sales and service… more
- Centerwell (Asheville, NC)
- …caring community and help us put health first** Summary: The primary function of the Branch Coordinator is to provide clerical support for the branch medical ... / mail, and processing of accounts payables. Depending on branch census you may be responsible for other duties...and paper visit notes, to be scanned into the client chart. Scanning should be completed within 24 hours… more
- Centerwell (Myrtle Beach, SC)
- …of our caring community and help us put health first** The primary function of the Branch Coordinator is to provide clerical support for the branch medical ... / mail, and processing of accounts payables. Depending on branch census you may be responsible for other duties...and paper visit notes, to be scanned into the client chart. Scanning should be completed within 24 hours… more
- Umpqua Bank (La Grande, OR)
- Client Service Specialist Island City Retail Banking Group La Grande, Oregon **Description** **About Us:** Umpqua Bank is headquartered in the Pacific Northwest ... a variety of customer account transactions quickly, accurately, and confidentially. A client service specialist provides an exceptional banking experience to our… more
- Charles Schwab (Santa Barbara, CA)
- …us "challenge the status quo" and transform the finance industry together. As a Client Relationship Specialist (CRS), you have the opportunity to bring your ... role in the operational success of this local Schwab branch , under the guidance of your Client ...Although licensing isn't required for the role, Schwab will support you to become licensed in the Series 7… more
- City National Bank (Newark, DE)
- ** CLIENT CARE SPECIALIST ** **Hybrid- In Office 3x Weekly** **Schedule: M-F 12-6pm EST** **WHAT IS THE OPPORTUNITY?** The Client Care Specialist is ... to and handling a broad range of complex operational issues for all CNB client levels and all levels of bank colleagues, delivering an exceptional client … more
- Wells Fargo (San Francisco, CA)
- Wells Fargo is seeking a Divisional Governance Specialist in Wealth and Investment Management as part of Wells Fargo Advisors. Learn more about our career areas and ... basis + Work with the Market Administration Management to ensure that branch compliance procedures fulfill all compliance requirements + Perform ongoing regulatory,… more
- Zions Bancorporation (Heber City, UT)
- Coordinates all Premier Wealth Management support activities, special projects, internal controls, including training of new accounts functions, loan processing and ... between Premier Wealth Management groups (Executive, Private and Non-Profit), Branch Administration, Compliance and other bank departments. Processes and closes… more
- Willamette Valley Bank (Keizer, OR)
- Willamette Valley Bank is hiring a Client Service Specialist . This is a full time position. The Client Service Specialist is responsible for supporting ... customer service, maintaining quality relations with existing customers and providing support to relationship management staff. Executes basic job functions while… more
- CSC ServiceWorks (TX)
- …fulfilling career. Overview **Position Summary:** Primary responsibility for providing existing client support , managing assigned Book of Business accounts ... $20.70 - 100% Fully Remote** Key Responsibilities: + Provide support , guidance, and/or coordination to existing Client ...performance and internal rate of return. + Coordinate with Branch Management as needed on unique Client … more
- RWJBarnabas Health (Long Branch, NJ)
- …life, and reach their full potential + Nationally Certified Peer Recovery Support Specialist (NCPRSS) certification through NAADAC organization required at hire ... High School Diploma or GED equivalent + Nationally Certified Peer Recovery Support Specialist (NCPRSS) certification through NAADAC organization required at hire… more
- JPMorgan Chase (Columbus, OH)
- …Management Solutions Specialist in Business Banking, you will ensure branch -based business banking customers receive an exceptional client experience while ... delivering Cash Management solutions? As a Cash Management Solutions Specialist you will provide branch managed customers/prospects...product support , and implementation, and help our branch partners with their Cash Management needs. As a… more
- YMCA of Greater Seattle (Seattle, WA)
- … for the King County WISe wraparound intensive mental health services. A peer support specialist plays an intricate role in team-based planning process for youth ... meet their needs. You will be providing services in client homes, schools or other convenient community locations. The...to_ ###@seattleymca.org _or the HR department at ###."_ Peer, Specialist , Support , Counselor MISSION STATEMENT: Building a… more
- Insight Global (Vancouver, WA)
- Job Description A client in the PNW area is looking for an Application Support Specialist to join their team! This is a permanent/direct hire role that will ... of the company across multiple branches. As an application support specialist , you will be providing 95%...proactively with the IT Help Desk team to resolve branch user issues, and troubleshooting and resolving issues submitted… more