- First Horizon Bank (Mount Pleasant, SC)
- **Description** **Location:** On site at location listed in job posting. **Summary:** The Client Specialist role supports the line of business by providing ... the accuracy and completion of documentation and transactions. The Client Specialist acts as a liaison between...and updating client records + Respond to client inquiries regarding bank products, services , account… more
- JPMorgan Chase (Pasadena, CA)
- …Commercial Real Estate Commercial Term Lending team is a great fit! As a Client Specialist on the Commercial Term Lending team, you will support one ... or more Client Managers and serve as a contact point for...to request necessary documentation, and discuss products and pricing. Commercial Term Lending (CTL) provides commercial real… more
- JPMorgan Chase (Chicago, IL)
- …Commercial Real Estate Commercial Term Lending team is a great fit! As a Client Specialist on the Commercial Term Lending team, you will support one ... or more Client Managers and serve as a contact point for...services through collaboration with the Treasury Management Officer. Commercial Term Lending (CTL) provides commercial real… more
- KeyBank (Brooklyn, OH)
- …Specialist , an integral part of a high-performing team, is responsible for commercial client support functions through telephone or written requests, the ... Our team is dedicated to supporting the growth and servicing of the commercial portfolio, while providing stellar customer service to internal and external… more
- First Horizon Bank (Germantown, TN)
- …Mortgage Warehouse is a hybrid position which combines elements of both a traditional Commercial Lending Client Specialist and a Loan Operations ... Specialist . The Mortgage Warehouse Client Specialist provides customer service ...'s daily transaction requirements and periodic needs for special services . The Mortgage Warehouse Client Specialist… more
- Truist (Dallas, TX)
- …a team of 10 or more Commercial Client Specialists (CCS), and Commercial Client Specialist Team Leaders if applicable. CSSL is responsible for ... CCS regional team. The team will provide loan support, service support and sales support to Relationship Managers and...Very good organizational skills Possess working product knowledge of commercial and general bank services 6. Strong… more
- Woodforest National Bank (Dallas, TX)
- …team's pipeline in conjunction with Portfolio Managers and Credit Analysts. . Works with the Commercial Client Specialist and BSA group on any KYC and EDD ... of the largest employee-owned banks in the country! The Commercial Associate I - is the team lead for...funding, past due collection, clearing of exceptions, and continued client support for both loan and deposit accounts. Key… more
- US Tech Solutions (Brooklyn, OH)
- **Job Title : Commercial Loan Specialist (Comm Client Services - SBA)** **Location: Brooklyn, OH 44144 or Amherst, NY 14226** **Duration: 6 months ... integral part of a high-performing team, is responsible for commercial client support functions through telephone or...following established guidelines. Refers more complex problems to Senior Specialist or supervisor. + May provide service … more
- BMO Financial Group (Newport Beach, CA)
- …of relevant experience in Client Relationship, Financial Services , or Service Excellence in a Commercial Banking environment is preferred. + Bachelor's ... that enhancement opportunities are identified and addressed or referred during client service interactions. **Responsibilities:** + Ensures that tickets are… more
- PNC (Boston, MA)
- …opportunity to contribute to the company's success. As a Client Solution Specialist Sr. within PNC's Commercial Real Estate organization, you will be based ... Provides sales, service and execution support for new and ongoing client relationships. May serve as a customer solutions resource. + Gathers required… more
- Citizens (Johnston, RI)
- …across various departments, including Sales, Product, Relationship Managers, Client Services , and Operations. The CPS Specialist is also responsible for ... Description The Commercial Priority Services (CPS) Specialist...with a background in high touch client service + Experience in the Financial Services … more
- Wells Fargo (Charlotte, NC)
- **About this role:** Wells Fargo is seeking a Senior Commercial Loan Servicing Specialist as part of the Agency Services team within Corporate and Investment ... Operations (CIBLO). This team supports syndicated loans and their transactions. The Specialist will be responsible for the end-to-end servicing of syndicated … more
- UMB Bank (Lincoln, NE)
- ** Commercial Service Specialist ** This role will support and manage the day-to-day operations and service of commercial banking clients. Including, ... time:** + Serve as primary point of contact for commercial clients via phone or email to support day-to-day...+ Ensure The Unparallelled Customer Experience (TUCE) through quality service and coordination of client needs with… more
- Truist (Alpharetta, GA)
- …partners such as SBDS Support Specialist and Commercial Fulfillment Specialist to ensure all client -related documentation is sound and any issues are ... authority, when applicable. 5. Manage relationships with Small Business Banking Service Delivery and/or external counsel used in development, drafting, execution and… more
- Truist (St. Petersburg, FL)
- …companies, associations and homeowners) and internal business units. Work as a Client Services team member to ensure service standards are met for the ... and lockbox research). + Provide support to the Association Services Relationship Sales Managers and management team. + Handle...School diploma or equivalent + Three (3) years of client service and operational experience in financial… more
- Zurich NA (Chicago, IL)
- Underwriting Specialist OR Executive Underwriter- Commercial Surety 120687 Zurich North America is looking for an Underwriting Specialist OR Executive ... Underwriter- Commercial Surety to join our Commercial Surety team within on of the following locations:Virtual...authority levels on highly complex assignments ensuring a high-level service to customers. This is a great opportunity for… more
- ManpowerGroup (Chandler, AZ)
- Our client , a leading financial services organization specializing in commercial lending, is seeking a dedicated and detail-oriented Commercial Loan ... to deliver exceptional service and operational excellence. **Job Title:** Commercial Loan Closing Specialist **Location:** Chandler, AZ (Hybrid -3 days… more
- M&T Bank (Dover, DE)
- **Overview:** The ** Commercial Deposit Support Specialist (DSS/CDSS)** serves as a central point of contact, delivering exceptional support to ensure seamless ... provide tailored solutions and maintain a high level of client satisfaction. This role combines a client -focused...to the overall success and trust of the bank's commercial deposit services . **Primary Responsibilities:** + Act… more
- Citigroup (San Francisco, CA)
- ** Commercial Bank | Treasury Specialist , Business Development Specialist , SVP** The Cash Product Salesperson is a driven professional role, who will lead ... treasury opportunities, with a focus on new client acquisition across all industry verticals. Given that our...operations, including treasury management, liquidity & investments, and/or other commercial banking products and services + Strong… more
- UMB Bank (Harrisburg, PA)
- As the ** Commercial Implementation Specialist ** , you will be responsible for leading and coordinating all aspects of the project life cycle with responsibility ... journey through the implementation of new clients in Commercial Bank, supporting Treasury Management onboarding efforts across the...spend your time:** + You will onboard Treasury Management services for new clients to the bank, client… more
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