• Head Universal Banker - Walnut Creek Area…

    Citigroup (Walnut Creek, CA)
    …+ 2-4 years relevant experience + Required Skills: + Experience with face-to-face customer service , digital engagement and basic sales/referrals + Open, client ... benefits, fees, etc.) demonstrating positive, can- do attitude and customer first culture. + Provide exceptional service ...as necessary (eg leverage video conference for FA, mortgage specialist , etc.) + Take full ownership of clients' problems… more
    Citigroup (09/05/25)
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  • Client Service Specialist

    Columbia Bank (Napa, CA)
    …+ High School Diploma or GED, required. + 1 year of previous banking or customer service experience, preferred. + Bilingual preferred. + Ability to learn ... Client Service Specialist Retail Banking Group Napa,...and stays current on changes. + Discuss and uncover customer 's financial needs to identify and offer appropriate products… more
    Columbia Bank (10/09/25)
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  • Banking Specialist

    EverBank (Oakland, CA)
    …services experience. + Previous teller and cash handling experience. + Strong customer service and multi-tasking skill. + Operational and universal knowledge ... The Banking Specialist promotes the organization's banking services, recognizes sales...services, recognizes sales opportunities, opens accounts, delivers exceptional client service , and makes appropriate introductions to team specialists such… more
    EverBank (10/03/25)
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