- Willamette Valley Bank (Albany, OR)
- Client Service Specialist Willamette Valley Bank is seeking a personable and welcoming individual with a desire to build and foster relationships with ... environment + Experienced and helpful leadership Qualifications Qualifications + Exceptional customer service skills + Ability to work effectively on a team + Prior… more
- Umpqua Bank (San Rafael, CA)
- Client Service Specialist I Retail Banking Group San Rafael, California **Description** **About Us:** Umpqua Bank is headquartered in the Pacific ... 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 (Seattle, WA)
- Client Service Specialist - 20 hours Retail Banking Group Seattle, Washington **Description** **About Us:** Umpqua Bank is headquartered in the Pacific ... 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 (Novato, CA)
- Client Service Specialist I (Part Time, 20hrs) Retail Banking Group Novato, California **Description** **About Us:** Umpqua Bank is headquartered in the ... 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
- 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
- Umpqua Bank (Novato, CA)
- Client Service Specialist - Float Retail Banking Group Petaluma, California Novato, California San Rafael, California Santa Rosa, California Windsor, ... 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 (Phoenix, AZ)
- Client Service Specialist - Float Retail Banking Group Scottsdale, Arizona Phoenix, Arizona **Description** **About Us:** Umpqua Bank is headquartered in ... 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 (Central Point, OR)
- Client Service Specialist - Float Retail Banking Group Central Point, Oregon **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
- TD Bank (Ramsey, NJ)
- …for this role. **Line of Business:** TD Wealth **Job Description:** The Private Client Specialist I acts as sales and relationship support for Relationship ... about status of account administration, retention, and projects + Completes assigned administrative/ Client service tasks within policy and operating procedures +… more
- Bank OZK (Houston, TX)
- …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
- First Horizon Bank (Metairie, LA)
- …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 Specialist helps gauge and enhance … more
- First Horizon Bank (Memphis, TN)
- …location listed in job posting. **Summary** : The primary function of the Trust Client Specialist is to provide general and clerical administrative support to an ... information to TSS for posting and maintenance * Coordinate Bank Services for Trust clients as their need may...Serve as a liaison between the Administrator and the Client and also as the liaison between these two… 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
- First Horizon Bank (Tampa, FL)
- …Orlando and Tampa Markets.** **Summary** We are seeking an experienced and dynamic Client Specialist Manager Senior to lead, develop, and manage a ... inclusive and supportive work environment that promotes collaboration and continuous learning. ** Client Service Excellence** + Ensure client specialists… more
- Huntington National Bank (Charlotte, NC)
- …'s Private Client Group, is responsible for management of a Private Bank Service Specialist team, covering multiple practices (Private Banking, Trust, ... Description Summary:The Private Bank Area Service Manager, as part...area more efficient. + Takes personal ownership of complex client issues; confers with Senior Leadership for their input,… more
- Bank of America (Seattle, WA)
- …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 Managment Specialist - NR (FP) Seattle, Washington **Job Description:**...execution of the EGP model. Core Responsibilities: Develop and service client segments and the next generation… more
- 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 of America (Northbrook, IL)
- …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 - NR Northbrook, Illinois **Job Description:** Merrill...management activities and developing, implementing, and monitoring the team's client service model. Job expectations include assisting… more
- Bank of America (Phoenix, AZ)
- Sr Customer Service Specialist - Estate Servicing Operations Phoenix, Arizona **Job Description:** **ABOUT US:** At Bank of America, we are guided by a ... delivering expert client care. Job expectations include adhering to established Service Level Agreements and handling escalated issues by navigating the bank … more
- M&T Bank (Syracuse, NY)
- …and executing sales-related activities including audits, preparing marketing materials and client onboarding and preparing and follow-up processes. + Assist in ... of business cards, name plates and computer access. + Provide customer service assistance to clients including informing them of their account balances and… more
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