- columbiabank (Tacoma, WA)
- … Service Standards. With guidance from the Branch Manager and Assistant Branch Manager, the Client Service Specialist role's primary responsibility is ... place to work by offering a unique brand of relationship banking and fostering a culture where associates thrive....the first point of contact for most clients, the Client Service Specialist (Teller) plays a key… more
- M&T Bank (New York, NY)
- …hire. Demonstrated strong knowledge of Business Banking products, services and client relationship management. M&T Way Certified Precision Leadership Certified ... Overview: Manages all activities of a branch . Responsible for the overall success of the...outlined in MTS Licensed Banker Academy document. Business Banking Specialist minimum expectations will be set by both the… more
- columbiabank (Woodburn, OR)
- … and Bank goals by ensuring day to day operational excellence in the branch , supervising and leading the Client Service Specialists, and by providing ... place to work by offering a unique brand of relationship banking and fostering a culture where associates thrive....May back up new account openings. May back up client service specialist line when needed. May… more
- PrideStaff (Irving, TX)
- Mortgage Servicing Specialist Our client is a full service technology and loan servicing solution to the mortgage marketplace. If you've been seeking a client ... in mortgage servicing or mortgage default Provide strong customer service and relationship building Handle heavy client contact & interaction via phone… more
- Banc of California (Brea, CA)
- …(the "bank"). Banc of California is one of the nation's premier relationship -based business banks focused on providing banking and treasury management services to ... and more. TOGETHER WE WIN(R) THE OPPORTUNITY As a Deposit Operations Specialist , you will be a team-oriented, ambitious, and dedicated individual responsible for… more
- Truist (Cary, NC)
- …by fulfilling the need or referring the client to the appropriate branch team members or specialist . 4. Understand the importance of Integrated ... or cash handling or client service experience 3. Six months of client relationship building or sales experience 4. Excellent interpersonal and communication… more
- Salvation Army (Wailuku, HI)
- POSITION TITLE: Residential Specialist I DEPARTMENT: Safe House Program - Maui RESPONSIBLE TO: Program Manager STATUS: Non-Exempt DATE: June 2021 General Statement: ... The Salvation Army is a branch of the Christian Church, and the ultimate goal...to youth and their families." JOB SUMMARY: The Residential Specialist for the Safe House program, is a Full… more
- Bank of Montreal (Portland, OR)
- …and/or streamlined reporting. Works collaboratively and in partnership with members of the client relationship team to apply a consultative sales process and ... Implements a relationship management plan in collaboration with the lead relationship manager. Determines client needs and provides solutions though the… more
- Zions Bancorporation (San Diego, CA)
- …in Small Business & Middle Market Excellence Awards. We are looking for a Branch Operations Specialist to provide top notch customer service to our clients ... Associates at California Bank & Trust work in a relationship -centered culture where they are provided with the tools,...for 70 years and has more than 70 full-service branch offices across the state. This dedication has helped… more
- Charles Schwab (Millburn, NJ)
- …us "challenge the status quo" and transform the finance industry together._ As a Client Relationship Specialist (CRS), you have the opportunity to bring ... success of this local Schwab branch , under the guidance of your Client Relationship Manager and Branch Manager, both of whom you will assist to… more
- Raymond James Financial, Inc. (Franklin, TN)
- …simple sales support tasks and provide help to others. Help manage internal client relationships by carrying out simple procedural tasks. Support others by carrying ... senior colleague. Provide an efficient counter service by carrying out standard branch operations tasks and informing customers about simple products. Skills: Uses… more
- Mizuho Corporate Bank (Los Angeles, CA)
- Job Summary : The Senior Client Relationship Specialist plays a critical role in supporting the bank's relationship management efforts by processing a ... exchange, all types of deposit booked in New York Branch + Collect, retrieve, verify, and update client...Head and senio r staffs to develop and implement client relationship strategies that align with the… more
- Mizuho Corporate Bank (Los Angeles, CA)
- Job Summary The Client Relationship Specialist (Bilingual Korean - English) plays a critical role in supporting the bank's relationship management ... uncommitted/committed loans, foreign exchange, all types of deposit booked in New York Branch . + Collect, retrieve, verify, and update client profile documents,… more
- Umpqua Bank (Sacramento, 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 Sacramento, California **Description**...May back up new accounts. + May back up client service specialist line. + Responsible for… more
- M&T Bank (Millsboro, DE)
- …hire. Demonstrated strong knowledge of Business Banking products, services and client relationship management. M&T Way Certified Precision Leadership Certified ... **Overview:** Manages all activities of a branch . Responsible for the overall success of the...outlined in MTS Licensed Banker Academy document. Business Banking Specialist minimum expectations will be set by both the… more
- Umpqua Bank (Redmond, OR)
- … and Bank goals by ensuring day to day operational excellence in the branch , supervising and leading the Client Service Specialists, and by providing ... Assistant Branch Manager Retail Banking Group Redmond, Oregon **Description**...back up new account openings. + May back up client service specialist line when needed. +… more
- UMB Bank (Indianapolis, IN)
- …Consumer Services offers financial solutions to clients, who value an individualized relationship and advisory experience. For more than a century, we've invested in ... while still providing exceptional customer service to our clients. The ** Branch Quality Control Analyst** is responsible for performing independent, quality control… more
- Edward Jones (West Palm Beach, FL)
- …and home office departments to triage all questions for each client relationship , maintaining ownership, driving accountability, and effectively collaborating ... Edward Jones Generations (TM) team provides an end-to-end, HNW client experience by partnering with our branch ...products and services, and ongoing reporting and support. The Client Concierge Specialist will play a critical… more
- USG Insurance Services, Inc. (Canonsburg, PA)
- ARS Position: Agency Relationship Specialist Location: Canonsburg, PA Company: USG Insurance Services, Inc. / USG Holding Job Title: Agency Relationship ... Full-time (40 hours per week) M-F 8:30-5:00, The Agency Relationship Specialist will work in the Canonsburg,...the national agency development and retention strategy. + Assist branch offices with a local retail agency marketing strategy.… more
- CIBC (Chicago, IL)
- …you'll succeed** + ** Relationship Building -** As a project manager the Client Solutions Specialist will lead and manage the transition effort while ... about CIBC, please visit CIBC.com (https://www.cibc.com/en/about-cibc.html) **What you'll be doing** The Client Specialist role is a direct customer facing role.… more
