• Private Bank Support Specialist

    Umpqua Bank (Lake Oswego, OR)
    …Teamwork, Heart, Enjoyment, and Relationships. **About the Role:** Provides unique client service experience tohigh-net-worthPrivate Bank clients. ... Private Bank Support Specialist Wealth Management Lake...Responsible for opening and maintaining private bank client 's various accounts through comprehensive service request… more
    Umpqua Bank (10/04/24)
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  • Client Service Specialist

    Umpqua Bank (Olympia, WA)
    Client Service Specialist Retail Banking Group Olympia, Washington **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 also provides… more
    Umpqua Bank (09/20/24)
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  • Client Service Specialist I

    Umpqua Bank (Brewster, WA)
    Client Service Specialist I Retail Banking Group Brewster, Washington **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 also provides… more
    Umpqua Bank (09/17/24)
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  • Client Service Specialist I

    Umpqua Bank (Bend, OR)
    Client Service Specialist I Retail Banking Group Bend, Oregon **Description** **About Us:** Umpqua Bank is headquartered in the Pacific Northwest with ... 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
    Umpqua Bank (09/25/24)
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  • Client Service Specialist

    Umpqua Bank (The Dalles, OR)
    Client Service Specialist Retail Banking Group The Dalles, Oregon **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
    Umpqua Bank (10/05/24)
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  • Client Care Specialist

    City National Bank (Los Angeles, CA)
    ** 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
    City National Bank (08/28/24)
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  • Client Service Specialist

    Umpqua Bank (Petaluma, CA)
    Client Service Specialist - Float Retail Banking Group Petaluma, California Novato, California Santa Rosa, California Windsor, California **Description** ... technical problems on customer accounts. + Provide exceptional customer service . + Demonstrate compliance with all bank ...customer service . + Demonstrate compliance with all bank regulations that apply to your position and keep… more
    Umpqua Bank (10/01/24)
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  • Client Service Specialist

    Umpqua Bank (Lacey, WA)
    Client Service Specialist - Float Retail Banking Group Lacey, Washington **Description** **About Us:** Umpqua Bank is headquartered in the Pacific ... technical problems on customer accounts. + Provide exceptional customer service . + Demonstrates compliance with all bank ...customer service . + Demonstrates compliance with all bank regulations for assigned job function and applies to… more
    Umpqua Bank (09/25/24)
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  • Client Servicing Specialist

    City National Bank (Los Angeles, CA)
    CLIENT SERVICING SPECIALIST SENIOR-FUNDS TRANSFER** **WHAT IS THE OPPORTUNITY?** The Client Service Specialist is responsible for responding to and ... all CNB internal and external clients, delivering an exceptional client service experience aligned with our City...and procedures as well as all regulatory requirements (eg Bank Secrecy Act, Know Your Client , Community… more
    City National Bank (09/18/24)
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  • Senior Client Service

    Bank OZK (Western Grove, AR)
    …issues to next level of authority, as needed. + Model and champion the Bank 's standards for exceptional customer service . + Enthusiastically support the bank ... and lead day-to-day responsibilities. Lead by example and provide exceptional customer service at all times Essential Job Functions + Manage direct reports,… more
    Bank OZK (09/27/24)
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  • Client Service Specialist

    Bank OZK (Benton, AR)
    …requested. + Model and champion the Bank 's standards for exceptional customer service . + Demonstrate empathy and proactively resolve client concerns in a ... helpful, and friendly team environment and provide exceptional customer service at all times. Essential Job Functions + Cultivate...level of authority, as needed. + Enthusiastically support the bank 's values and mission. + Display a high degree… more
    Bank OZK (10/05/24)
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  • Treasury Management Client Services…

    Bank OZK (Little Rock, AR)
    Job Purpose & Scope Performs duties associated with providing post-implementation client support and customer service . Products include ACH, Wire, Remote ... other Treasury Management products and services offered by the Bank . Essential Job Functions + Provides daily support to...as requested for clients. + Opens and works assigned service tickets. + Provides daily support to all branch/department… more
    Bank OZK (09/10/24)
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  • Client Services Specialist

    Regions Bank (Hoover, AL)
    …logging into the careers section of the system. **Job Description:** At Regions, the Client Services Specialist serves as first point of contact for commercial ... full ownership in researching and resolving complex banking issues + Handles client phone interaction while simultaneously documenting the event in the call tracking… more
    Regions Bank (09/27/24)
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  • Wealth Management Specialist - NR

    Bank of America (Dallas, TX)
    …to develop and prepare candidates to further develop and service the FA Teams client base. The Trainee role allows EGP Specialist to become fully license and ... Wealth Management Specialist - NR Dallas, Texas **Job Description:** Merrill...execution of the EGP model. Core Responsibilities: Develop and service client segments and the next generation… more
    Bank of America (08/27/24)
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  • Sr. Customer Service Specialist

    Bank of America (Charlotte, NC)
    Sr. Customer Service Specialist Charlotte, North Carolina **Job Description:** **ABOUT US:** At Bank of America, we are guided by a common purpose to help ... delivering expert client care. Job expectations include adhering to established Service Level Agreements and handling escalated issues by navigating the bank more
    Bank of America (10/05/24)
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  • Private Banking Client Specialist

    First Horizon Bank (Gallatin, TN)
    …posting. **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
    First Horizon Bank (09/05/24)
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  • Credit Product Specialist

    Bank of America (Dallas, TX)
    Credit Product Specialist Dallas, Texas **Job Description:** **Job Description:** At Bank of America, we are guided by a common purpose to help make financial ... offering competitive benefits to support their physical, emotional, and financial well-being. Bank of America believes both in the importance of working together and… more
    Bank of America (09/21/24)
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  • Wealth Management Specialist - NPD

    Bank of America (Leawood, KS)
    …develop and prepare candidates to further develop and service the FA Teams client base. The Trainee role allows EGP Specialist to achieve the appropriate ... Wealth Management Specialist - NPD Leawood, Kansas **Job Description:** Merrill...advice and guidance. Merrill's Financial Advisors and Wealth Management Client Associates help clients pursue the life they envision… more
    Bank of America (09/18/24)
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  • Wealth Management Specialist - NPD

    Bank of America (San Antonio, TX)
    …develop and prepare candidates to further develop and service the FA Teams client base. The Trainee role allows EGP Specialist to achieve the appropriate ... Wealth Management Specialist - NPD San Antonio, Texas **Job Description:**...management activities and developing, implementing, and monitoring the team's client service model. Job expectations include assisting… more
    Bank of America (09/21/24)
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  • Wealth Management Specialist NPD

    Bank of America (Seattle, WA)
    …investment management, or relationship management. Key responsibilities include providing quality client service , and operations support and executing problems ... Wealth Management Specialist NPD Seattle, Washington **Job Description:** **Merrill Wealth...up to and including termination.** **Responsibilities:** **.** **Provides quality client service and effective operations support by… more
    Bank of America (09/12/24)
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