- Umpqua Bank (Bellevue, WA)
- …and small business lending. + Overall knowledge of bank operations. + Previous client service specialist experience. **Work Style:** Umpqua Bank ... Retail Banking Group Bellevue, Washington **Description** **About Us:** Umpqua Bank is headquartered in the Pacific Northwest with 5,000+...May back up new accounts. + May back up client service specialist line. +… more
- Umpqua Bank (Eureka, CA)
- Client Service Specialist Retail Banking Group Eureka, California **Description** **About Us:** Umpqua Bank is headquartered in the Pacific Northwest ... our team as, following the recent merger with Columbia Bank , we have grown to become a leading western-based...of customer account transactions quickly, accurately, and confidentially. A client service specialist provides an… 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 ... account-related requests and inquiries related fund transfers, stop payments, bank deposit products and service charges, ATM...transfers, stop payments, bank deposit products and service charges, ATM and debit card usage and limits,… more
- City National Bank (Newark, DE)
- ** CLIENT CARE SPECIALIST ** **WHAT IS THE...levels of bank colleagues, delivering an exceptional client service experience aligned with our City ... OPPORTUNITY?** The Client Care Specialist is responsible for responding to and handling a... client with the appropriate Relationship Manager. Authorizes service charge reversals due to bank error… more
- First Horizon Bank (Little Rock, AR)
- …: On site at location listed in job posting. **Summary** The Wealth Management Client Specialist will be actively involved in supporting advisor(s) through a ... full service platform. Assists in achievement of sales revenue by...building, referral source management, technical, and interpersonal skills. The Client Sales Specialist helps gauge and enhance… more
- Raymond James Financial, Inc. (St. Petersburg, FL)
- …Raymond James clients with inquiries, issues, and general support for Private Client loans including Residential Mortgages, Home Equity Lines of Credit, and ... Securities Based Lines of Credit. Works closely with account support specialist , and the department supervisor, to ensure the department remains fully compliant with… more
- NBT Bank (AZ)
- Pay Range: $54,086.00 - $79,446.00 Deliver client service for the complex and sophisticated major accounts and high- profile clients by overseeing the daily ... revenue opportunities. Education and Experience: + Associate's degree and four (4) years' Client Service experience or equivalent combination of education and… more
- Bank of America (Chandler, AZ)
- Financial Service Representative- Retirement and Benefits Investment Specialist Bilingual Spanish Chandler, Arizona;Tampa, Florida **Job Description:** At ... Bank of America, we are guided by a common...contribution, defined benefit, non-qualified deferred compensation, and equity award service plans). Key responsibilities include providing exceptional client… more
- First Horizon Bank (Baton Rouge, LA)
- …LA** **Summary** Under general supervision, this position provides a variety of full service banking operations for high net worth clients that are simple to ... uncover prospect needs for products and services. + Makes client focused recommends and product solutions. + Assists clients...status and financial goals to ensure the product and service offerings are in the customer's best interest. +… more
- NBT Bank (NY)
- …Education and Experience: + Associate's degree and two (2) years' customer service related experience, or equivalent combination of education and experience + ASPPA ... filings. Ensure that all services are delivered within EPIC RPS' documented service standards through timely communication with clients, plan sponsors, advisors and… more
- Bank of America (Dallas, TX)
- …investment management, or relationship management. Key responsibilities include providing quality client service , and operations support and executing problems ... Specialist - NR Dallas, Texas **Job Description:** At Bank of America, we are guided by a common...up to and including termination. **Responsibilities:** + Provides quality client service and effective operations support by… more
- First Horizon Bank (Houston, TX)
- …memos, or correspondence, strong analytical skills, self-starter, excellent customer service /problem solving skills, must prioritize tasks, experience with loan ... Work on additional projects and assignments on an ongoing basis. **Customer Service responsibilities and problem-solving skills of the position:** The number one… more
- Bank of America (Columbia, MD)
- …and DSC analysis + Understanding how to resolve margin calls, and debt service failures Responsibilities: + Cultivate client relationships and partner with ... GWIM Credit Product Specialist Chicago, Illinois;Columbia, Maryland; Charlotte, North Carolina **Job...Chicago, Illinois;Columbia, Maryland; Charlotte, North Carolina **Job Description:** At Bank of America, we are guided by a common… more
- Bank of America (Southampton, NY)
- …relationship management activities and developing, implementing, and monitoring the team's client service model. Job expectations include assisting with ... Wealth Management Specialist - NR Southampton, New York **Job Description:**...client actions/activities to ensure the highest level of client service is provided, while presenting time… more
- City National Bank (Los Angeles, CA)
- **CUSTOMER SERVICE SPECIALIST ** **WHAT IS THE OPPORTUNITY?** This position is responsible for responding to written, email and phone inquiries regarding loan ... career with a stable and expanding organization while enhancing and retaining bank client relationships through competitive mortgage products and solutions with… more
- Bank of America (Lincoln, RI)
- …to help achieve their financial goals in a virtual environment. Advanced Client Solutions Specialists balance service requests and sales opportunities, are ... services to meet client needs. An Advanced Client Solutions Specialist (responsibilities) * Works with...solutions * Telephone sales * Referral Sales * Transitioning client conversations * Customer focus * Customer service… more
- University of Washington (Seattle, WA)
- …any time by e-mailing ###@uw.edu. + If you were previously disqualified from the Shared Service Specialist candidate bank because you do not meet minimum ... UW campus. UW is currently redesigning its finance-related policies and processes and Shared Service Specialist 's will be at the center of this change, making it… more
- Umpqua Bank (Salem, OR)
- …the entire loan origination to loan disbursement process while maintaining high quality client service + Dedicated support to Relationship Managers for inquiries ... Commercial Banking Specialist Commercial Banking Salem, Oregon **Description** **About Us:**...service while providing assistance for clients on all bank services + Assists in providing proactive solutions and… more
- Bank of America (Dallas, TX)
- …oil & gas, private businesses. Partners closely with Private Bank relationship/ client managers in proactive client service and sales activities ... Oil & Gas Regulatory & Research Specialist - SAM Associate II Dallas, Texas **Job Description:** At Bank of America, we are guided by a common purpose to help… more
- Bank of America (Phoenix, AZ)
- …makingwhile maintaining collections compliance guidelines, and providing exceptional client service and empathy meeting both the bank 's and client ... Credit Assistance Specialist - 2nd Shift Phoenix, Arizona **Job Description:** At Bank of America, we are guided by a common purpose to help make financial lives… more