Sr Client Services Specialist

3 months ago


San Diego, United States Vets Hired Full time

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



  • San Diego, United States Vets Hired Full time

    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...


  • San Diego, California, United States Vets Hired Full time

    About the JobWe are seeking a highly skilled Sr Client Services Specialist to join our team at Vets Hired. As a key member of our banking team, you will be responsible for delivering exceptional customer service and building strong relationships with our clients.Key ResponsibilitiesInterview and determine customers' banking needs, providing personalized...


  • San Diego, California, United States Vets Hired Full time

    About the JobWe are seeking a highly skilled and experienced Sr Client Services Specialist to join our team at Vets Hired.Job Summary:The ideal candidate will have a strong background in banking and customer service, with a proven track record of delivering exceptional results in a fast-paced environment. As a Sr Client Services Specialist, you will be...


  • San Diego, United States Robert Half Full time

    Job DescriptionJob DescriptionWe are in search of a Sr. Compliance Specialist to join our team based in San Diego, California. This role is primarily focused on ensuring labor compliance across our projects, reviewing payroll, and maintaining positive relationships with stakeholders and contractors. As a Sr. Compliance Specialist, you will also be tasked...


  • San Diego, California, United States Corelation Full time

    About CorelationRanked Top Workplaces in San Diego in 2021, we live and work by our core values of integrity, collaboration, innovation, respect, and service.Corelation cares about each employee, which is exemplified through its competitive pay and outstanding benefits package. We have a generous 401K retirement plan, an extensive paid time off policy, and...


  • San Francisco, California, United States Evergreen Services Group Full time

    Job DescriptionEvergreen Services Group is a San Francisco-based holding company that acquires and operates B2B services companies across North America. As a Client Service Specialist, you will be responsible for opening accounts, transferring assets, and other account maintenance requests. You will serve as the liaison between the company and its custodian...


  • San Francisco, California, United States Evergreen Services Group Full time

    Job DescriptionEvergreen Services Group is a leading holding company that acquires and operates B2B services companies across North America. As a Client Service Specialist, you will play a critical role in supporting the success of our operating companies in the wealth management space.Key ResponsibilitiesInvestigate and respond to client inquiries in a...


  • San Francisco, California, United States Evergreen Services Group Full time

    About Evergreen Services GroupEvergreen Services Group is a San Francisco-based holding company that acquires and operates B2B services companies across North America. With a strong focus on people-first mission, we aim to create a long-term oriented environment that fosters growth and innovation.Job DescriptionAs a Client Service Specialist at an...

  • Sr. Client Associate

    2 weeks ago


    San Diego, United States axosbank.com Full time

    Axos Bank Target Range: $110,000.00/Yr. - $120,000.00/Yr. Actual starting pay will vary based on factors including, but not limited to, geographic location, experience, skills, specialty, and education. This is a commission eligible role. About This Job The Sr. Client Associate will assist with oversight in designated core areas of the Treasury Management...


  • San Diego, California, United States Ajinomoto Bio-Pharma Services Full time

    About Ajinomoto Bio-Pharma ServicesWe are a fully integrated contract development and manufacturing organization with a strong commitment to helping improve the health of humankind. Our mission is to provide comprehensive development, cGMP manufacturing, and aseptic fill finish services to our partners and clients.Job Title: Sr Data Integrity Specialist IIWe...


  • San Diego, California, United States Vets Hired Full time

    About the RoleVets Hired is seeking a highly skilled and experienced Client Services Specialist to join our team. As a Client Services Specialist, you will play a critical role in providing exceptional customer service and support to our clients.Key ResponsibilitiesCustomer Service: Provide top-notch customer service to clients, responding to their inquiries...


  • San Diego, California, United States Vets Hired Full time

    About the JobAs a Client Service Executive - Insurance Specialist at Vets Hired, you will be responsible for delivering exceptional client service and managing ongoing account service activities. This includes overseeing account service activities, delivering invoices, and managing receivables in conjunction with the Client Sales Executive.Key...

  • Intake Specialist

    1 week ago


    San Diego, California, United States Legal Aid Society Of San Diego Full time

    Job SummaryLegal Aid Society of San Diego is seeking an Intake Specialist to join our team. The successful candidate will be responsible for greeting clients, answering telephone calls, and interviewing potential applicants for legal services.Key Responsibilities:Answer a high volume of incoming calls to LASSDPerform personal interviews of applicants for...


  • San Antonio, United States L.K. Jordan & Associates Full time

    LK Jordan has an IMMEDIATE opening for a Client Services Specialist needed to assist in taking of initial applications for housing, rent collection and continued occupancy for public housing developments, and re-certification of other assisted housin Client Service, Specialist, Property Manager, Community Manager, Business Services, Staffing


  • San Diego, California, United States SRS Merchandising Full time

    Job Opportunity: Retail Merchandising SpecialistSRS Merchandising is seeking a skilled Retail Merchandising Specialist to join our team. As a Retail Merchandising Specialist, you will be responsible for working with various in-store products and brands, servicing a variety of retailers, and submitting data and uploading photos to our company app/website.Key...


  • San Antonio, Texas, United States ARCXIS Full time

    Job Title: Client Service SpecialistAt ARCXIS, we are seeking a highly organized and detail-oriented Client Service Specialist to join our team. As a Client Service Specialist, you will be responsible for coordinating daily field operations, communicating with clients and field personnel, and ensuring seamless execution of our services.Key...


  • San Diego, United States Law Offices of Anna R. Yum Full time

    DescriptionAre you passionate about helping people?We are looking for a highly organized Intake 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 Specialist provides our potential clients with the ultimate telephone experience. It requires the right...


  • San Diego, California, United States Vets Hired Full time

    About the Role At Vets Hired, we're seeking a skilled Client Specialist Associate to join our team. As a champion of our brand, you'll be the voice of the company for customers, delivering exceptional service and experiences through various channels. Key Responsibilities * Provide top-notch customer service, addressing inquiries and concerns via phone,...


  • San Diego, California, United States Allied Universal® Janitorial Services Full time

    Job Title: Janitorial Services SpecialistJob Summary:We are seeking a highly motivated and detail-oriented Janitorial Services Specialist to join our team at Allied Universal Janitorial Services. As a Janitorial Services Specialist, you will be responsible for maintaining the cleanliness and organization of our facilities, ensuring a safe and healthy...


  • San Diego, United States Law Offices of Anna R. Yum Full time

    Description Are you passionate about helping people? We are looking for a highly organized Intake 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 Specialist provides our potential clients with the ultimate telephone experience. It requires the right...