- Dickinson Financial Corporation (Kearney, MO)
- …client -facing technology such as email and live chat in order to complete banking transactions provide client service , support and recommending other ... of interactive video, web chat, secure mail and online banking interactions. Client interactions will be handled...agent must be focused on the delivering of exceptional client service during each client … more
- Enterprise Bank & Trust (Olathe, KS)
- …satisfaction of supporting our communities.** **Together, there's no stopping you!** **Job Title:** Electronic Banking Client Service Officer (Hybrid ... Receive and resolve inbound customer calls, emails, and online banking messages regarding all electronic banking...operational support to lobby and bank staff with online banking functions and resolving client requests. **Essential… more
- UMB Bank (Leawood, KS)
- …of Role: Individual contributor, experienced Area of Responsibility and Purview: Deliver client service to Private Wealth Management clients Role Specific Job ... CRM for all client activities * Maintain client paperwork and electronic data files for...of applicable experience within Financial Services PREFERRED: * Demonstrated client service experience within a wealth management… more
- UMB Bank (Kansas City, MO)
- …+ Intimately involved in the new client prospect and onboarding process, partnering with client service to ensure client setup in eMoney + Maintain and ... update Salesforce CRM and eMoney for all financial planning activities + Manage client paperwork and electronic data files for all financial planning… more
- UMB Bank (Kansas City, MO)
- The **Business Systems Analyst II** is a part of the ** Electronic Payment Operations** team that partners with business unit stakeholders and technical staff to ... changes to business processes, policies, and information systems. Within the Electronic Payment Operations environment, this team interacts with 3rd party vendors… more
- Commerce Bank (Kansas City, MO)
- …and consulting practices. You will be involved in the tax advice of our Private Client Service Model which provides a holistic approach to our high net-worth ... + Coordinate scanning documentation into tax preparation software, maintain organization of electronic files associated with each client and monitor deadlines… more
