Sr Client Services Specialist
4 months ago
About the job Sr Client Services Specialist Job Summary:Interviews and determines customers' banking needs. Aides in selecting accounts and services best suited for the customer's particular needs and requirements. Accurately and efficiently opens and cross-sells new accounts and bank products. Process teller transactions as necessary. Performs to standards that meet or exceed the Banks objectives and fulfills the expectations of all internal and external customers. Represents the Bank in a professional courteous manner at all times. Shows leadership in assisting and cross-training of less experienced staff members in the new account process. Responsible for the most complex transactions and customer relationships.Duties and Responsibilities:Branch expert in opening new account utilizing Banks new account platform.Accurately produce signature cards and other documents, disclosures timely and efficiently.Maintain a high level of service to Bank Customers.Assist customers with problem resolution in order to maintain a high level of customer satisfaction. Act as the initial escalation point for problem resolution.Proficient in all teller, safe deposit, ATM balancing and all related systems platforms.Input wires as required.New account callback of accounts opened by other CSSThorough understanding of legal documentation requirements for both consumer and business accounts.Act as dual custodian for vault, cash, keys, etc.Perform clerical tasks such as filling, copying, scanning.Answer general phone line, resolve customer inquiries and or forward calls as appropriate.Strong interpersonal and communications skills with all levels of bank staff, customers and outside contacts.Responsible for identifying cross sell opportunities and acting on them as appropriate.Perform other duties as assigned or needed.BSA/AML/ComplianceResponsibilitiesThis position includes direct interaction with customers and prospects and therefore includes responsibilities relating to BSA/AML. The employee is responsible for understanding and following the Banks BSA/AML policies including elevating suspicious activity to the BSA Officer. Additionally, the employee is required to understand and follow the Banks compliance program.Physical DemandsRegularly required to talk or listenFrequently required to use hands and fingers to handle or feel, reach with hands or arms.Required to sit for long periods of timeOccasionally required to stand and walkOccasionally required to lift up to 25 poundsSpecific vision abilities required by this position include close vision and the ability to focus.Employee may be required to travel occasionally between banking officesRequirements:QualificationsMinimum 5 years banking experienceMinimum 2 years new account experience.Minimum of 1 year sales experience.Knowledge of Bank policies and procedures and regulatory compliance.Cash handling experience required.CompetenciesCustomer FocusTechnical SkillsProblem SolvingPlanning/OrganizingJudgmentTeam WorkComposure
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Sr Client Services Specialist
5 months ago
San Diego, United States Vets Hired Full timeAbout the job Sr Client Services Specialist Job Summary: Interviews and determines customers' banking needs. Aides in selecting accounts and services best suited for the customer's particular needs and requirements. Accurately and efficiently opens and cross-sells new accounts and bank products. Process teller transactions as necessary. Performs to...
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Client Services Specialist
2 months ago
San Diego, United States Vervecloud Full timeDescription Verve Cloud Inc., a top provider of cloud-based VoIP systems and business-class Internet, is looking for our next tech-savvy team member. If you are passionate about a Field Tech career, come join us. Verve has an award-winning culture named BEST PLACES TO WORK 2019-2022, GREAT PLACES TO WORK 2020-2022 AND FORTUNE BEST SMALL & MEDIUM WORKPLACES...
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Client Services Specialist
1 week ago
San Diego, United States Colliers Full timeMake your next move an expert one.At Colliers it's not our success that sets us apart, it's how we achieve it. Our people are passionate, take ownership and always do what's right for our clients, people and communities.Why Colliers?Our enterprising environment needs your expertise to facilitate Colliers' continued growth as an industry leader. Our nimble,...
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Client Services Specialist
2 weeks ago
San Diego, United States Colliers Full timeMake your next move an expert one. At Colliers it's not our success that sets us apart, it's how we achieve it. Our people are passionate, take ownership and always do what's right for our clients, people and communities. Why Colliers? Our enterprising environment needs your expertise to facilitate Colliers' continued growth as an industry leader. Our...
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Sr. Specialist Quality Assurance
4 weeks ago
san diego, United States Proclinical Staffing Full timeSr. Specialist Quality Assurance - Contract - San Diego CAProclinical is seeking a Sr. Specialist Quality Assurance to oversee and manage document control activities, including deviations, change control, training, and maintenance of documents. Primary Responsibilities:This role involves managing and archiving quality-controlled documents and records for...
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Sr. Specialist Quality Assurance
3 weeks ago
san diego, United States Proclinical Staffing Full timeSr. Specialist Quality Assurance - Contract - San Diego CAProclinical is seeking a Sr. Specialist Quality Assurance to oversee and manage document control activities, including deviations, change control, training, and maintenance of documents. Primary Responsibilities:This role involves managing and archiving quality-controlled documents and records for...
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Sr. Specialist Quality Assurance
4 weeks ago
San Diego, United States Proclinical Staffing Full timeSr. Specialist Quality Assurance - Contract - San Diego CAProclinical is seeking a Sr. Specialist Quality Assurance to oversee and manage document control activities, including deviations, change control, training, and maintenance of documents. Primary Responsibilities:This role involves managing and archiving quality-controlled documents and records for...
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Sr. Commercial Loan Servicing Specialist
7 days ago
San Francisco, United States Bank of San Francisco Full timeAre you looking to support a fast-growing, fast-paced, client-oriented boutique bank with opportunity to learn and grow? Bank of San Francisco is seeking a temporary Sr. Commercial Loan Servicing Specialist for 3+ months to take ownership of implementing complex transactions onto the servicing platform. The ideal candidate must be able to analyze complex...
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Client Services Representative
3 weeks ago
San Diego, United States ASI SERVICES INC Full timeJob Overview:We are seeking a highly skilled Customer Service Representative to join our team. You'll be responsible for handling a high volume of inbound and outbound calls, ensuring 100% customer satisfaction. The ideal candidate is a quick thinker, can work well under pressure, and is able to make sound judgment calls while maintaining empathy and...
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Client Care Specialist
3 days ago
San Diego, United States Family Connections Therapy, Inc. Full timeCompany DescriptionFamily Connections Therapy, Inc. focuses on helping children, adults and families live happier, healthier lives by finding deeper healing and improving relationships.Role DescriptionThis is a part-time remote or in-person role for a Client Care Specialist at Family Connections Therapy, Inc. The Client Care Specialist will be responsible...
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Client Services Representative
3 weeks ago
San Diego, United States ASI SERVICES INC Full timeJob Overview: We are seeking a highly skilled Customer Service Representative to join our team. You'll be responsible for handling a high volume of inbound and outbound calls, ensuring 100% customer satisfaction. The ideal candidate is a quick thinker, can work well under pressure, and is able to make sound judgment calls while maintaining empathy and...
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Client Intake Sales Specialist
3 weeks ago
San Diego, United States Law Offices of Anna R. Yum Full timeDescriptionAre you passionate about helping people?We are looking for a highly organized Intake Sales Specialist for our growing law firm.When our prospective clients call us for help, they're often going through an emotionally difficult period. Our Intake Sales Specialist provides our potential clients with the ultimate telephone experience. It requires the...
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Client Relationship Specialist
1 week ago
San Diego, California, United States CCS Facility Services Full timeAbout CCS Facility Services: CCS Facility Services is a leading provider of expert janitorial and facility engineering services. Our dedicated team of professionals is guided by a Service Heart that drives our passion to exceed customer expectations.Job Responsibilities:Regularly visit customer sites to inspect service quality and address concerns or issues...
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Sr Client Manager
3 weeks ago
San Diego, United States Optiv Full timeBuild trusted, effective and productive relationships with client executives at multiple levels within assigned accounts. Lead creation of multi-year strategic account management plans, for top accounts, based upon identified client business, technol Manager, Client, Communications, Security, Business Services, Sales, Business
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Client Service Specialist Manager
2 weeks ago
San Francisco, United States Evergreen Services Group Full timeEvergreen Services Group is a San Francisco based holding company that acquires and operates B2B services companies across North America. Since its founding in late 2017, Evergreen has completed 100+ acquisitions across Managed IT Services, Cybersecurity, Financial Software, ERP Software Partners and Government Services. We are driven by a people first...
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Client Intake Sales Specialist
4 weeks ago
San Diego, United States Law Offices of Anna R. Yum Full timeDescription Are you passionate about helping people? We are looking for a highly organized Intake Sales Specialist for our growing law firm. When our prospective clients call us for help, they're often going through an emotionally difficult period. Our Intake Sales Specialist provides our potential clients with the ultimate telephone experience. It requires...
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Senior Services Specialist
1 month ago
San Diego, United States Paradigm Information Services, Inc. Full timeParadigm is currently seeking a Senior Service Specialist to join our team. This role will be critical in helping ensure multiple areas of the front desk and administrative duties are fulfilled to deliver on our service commitments in a timely successfully and effective manner. Administrative duties may include things like handling and distributing mail...
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Sr. Payroll Specialist
3 weeks ago
San Diego, United States Vaco Remote Work Freelance Full timePosition: Sr. Payroll SpecialistLocation: San Diego, CA (Hybrid)Schedule: Full-TimePay: $35 - $44/hourOur client seeks a Payroll Analyst to support multi-state and international payroll operations for a publicly traded firm.Key Responsibilities:Process bi-weekly payroll for U.S. employees using UltiProReconcile nonexempt timecards and balance sheetsRecord...
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Client Care Specialist
2 months ago
San Diego, United States Ethos Veterinary Health Full timeWe are thrilled to announce a $500.00 sign-on bonus for our overnight shifts. Learn more about this incentive through the application process! Veterinary Specialty Hospital (VSH) by Ethos Veterinary Health is looking for full-time Client Care Specialists to join our team. The pay range for this position is $20.50-$23.00 per hour. Compensation is negotiable...
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Sr. Specialist Quality Assurance
3 weeks ago
San Diego, CA, United States Proclinical Staffing Full timeSr. Specialist Quality Assurance - Contract - San Diego CAProclinical is seeking a Sr. Specialist Quality Assurance to oversee and manage document control activities, including deviations, change control, training, and maintenance of documents. Primary Responsibilities:This role involves managing and archiving quality-controlled documents and records for...
