Sr Client Services Specialist
4 days 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 CSS
- Thorough 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.
Responsibilities
- This 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.
- Regularly required to talk or listen
- Frequently required to use hands and fingers to handle or feel, reach with hands or arms.
- Required to sit for long periods of time
- Occasionally required to stand and walk
- Occasionally required to lift up to 25 pounds
- Specific vision abilities required by this position include close vision and the ability to focus.
- Employee may be required to travel occasionally between banking offices
Qualifications
- Minimum 5 years banking experience
- Minimum 2 years new account experience.
- Minimum of 1 year sales experience.
- Knowledge of Bank policies and procedures and regulatory compliance.
- Cash handling experience required.
- Customer Focus
- Technical Skills
- Problem Solving
- Planning/Organizing
- Judgment
- Team Work
- Composure
-
Client Services Specialist
5 days ago
San Diego, United States First Tech Credit Union Full timeThe Client Services Specialist I supports the Financial Advisor(s) in the prospecting, marketing, sales and service of investment products while consistently meeting a high level of service and client engagement. Here's what you can expect from the j Client Service, Specialist, Financial Planning, Financial Advisor, Social Media, Investment, Banking,...
-
Procurement Sr Specialist
4 days ago
San Diego, United States General Dynamics Ordnance & Tactical Systems Full timeOverview: General Dynamics Ordnance and Tactical Systems (GD-OTS), a premier provider to the US Department of Defense and allied nations, is seeking an experienced Procurement Sr. Specialist to join our San Diego team. We are committed to supporting the mission of the warfighter. Our products can be found with every U.S. military branch and with our allies...
-
Client Services Specialist
1 week ago
San Diego, California, United States First Technology Federal Credit Union Full time**Job Overview**We are seeking an experienced Client Services Specialist to join our team at First Tech Federal Credit Union. This role is responsible for supporting Financial Advisors in the prospecting, marketing, sales, and service of investment products.**Key Responsibilities**Manage new client onboarding process, including facilitating complex financial...
-
Insurance Client Service Specialist
1 day ago
San Diego, United States WallStJobs.com Full timeJob DescriptionJob DescriptionInsurance Client Service SpecialistPosition Summary:Trusted leader in the insurance industry, committed to providing exceptional service and tailored solutions, seeks an Insurance Client Service Specialist.In this position you will play a pivotal role in ensuring client satisfaction by managing policy inquiries, resolving...
-
San Dimas, United States Baldwin Risk Partners Full timeBurnham is a team of talented and dedicated consultants uniquely equipped to solve the biggest challenges facing your organization and its people. Our expert advisors craft custom solutions to address your needs in the areas of employee benefits, risk mitigation, and wealth management. Over 25 years, the innovative solutions and bottom-line results we've...
-
Client Services Specialist
1 week ago
San Diego, United States First Technology Federal Credit Union Full timeDescriptionThe Client Services Specialist I supports the Financial Advisor(s) in the prospecting, marketing, sales and service of investment products while consistently meeting a high level of service and client engagement. Here's what you can expect from the job and what you need to be successful: Job Duties:Oversee and manage new client onboarding process,...
-
Client Services Specialist
3 days ago
San Diego, United States Corelation Full timeRanked 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. Corelation has a generous 401K retirement plan, an extensive paid time off policy, and one of...
-
Client Services Specialist
7 days ago
San Diego, United States First Technology Federal Credit Union Full timeDescription The Client Services Specialist I supports the Financial Advisor(s) in the prospecting, marketing, sales and service of investment products while consistently meeting a high level of service and client engagement. Here's what you can expect from the job and what you need to be successful: Job Duties: Oversee and manage new client onboarding...
-
Sr. Event Production Specialist
7 days ago
San Diego, California, United States Unbridled Full timeEvent Production SpecialistWe're seeking a skilled Sr. Producer to join our team. As an expert in event production, you will be responsible for managing and producing small to large scale events and creative projects.Key Responsibilities:Develop and implement event concepts and plans.Manage event budgets and logistics.Collaborate with clients to understand...
-
Sr. Workspace Client Product
3 days ago
San Francisco, United States Dell Careers Full time €266,050 - €344,300Sr. Workspace Client Product & Solution Sales SpecialistFrom developing brand-new accounts to driving expansion across existing accounts, our sales team transforms opportunity into action every day. Whether focusing on a geographical area, product line, industry, channel or market segment, their goal is the same: to develop relationships with the end-users...
-
Sr. Data Specialist
3 days ago
San Francisco, United States eStaffLLC Full timeWe are seeking a Sr. Data Specialist for a 6 month hybrid assignment working with our Austin, Texas client. This position requires that you are local to the Austin, Texas area.Key Responsibilities Include: Assess and analyze current data architecture, tools, and processes Evaluate existing data in
-
Paid Media Sr. Specialist
5 days ago
San Francisco, United States Rootshell Inc Full timeHello All,Greetings from Rootshell Inc.Rootshell Enterprise Technologies Inc. is a recognized provider of professional IT Consulting services in the US. We are actively seeking Paid Media Sr. Specialist for one of our client, Please share your resume with current location & full contact infoJob Title: Paid Media Sr. SpecialistLocation: San Francisco, CA...
-
Paid Media Sr. Specialist
5 days ago
San Francisco, United States Rootshell Inc Full timeHello All,Greetings from Rootshell Inc.Rootshell Enterprise Technologies Inc. is a recognized provider of professional IT Consulting services in the US. We are actively seeking Paid Media Sr. Specialist for one of our client, Please share your resume with current location & full contact infoJob Title: Paid Media Sr. SpecialistLocation: San Francisco, CA...
-
Client Services Coordinator
7 days ago
San Diego, California, United States BrightSpring Health Services Full time**Job Description:**We are seeking a detail-oriented and empathetic Client Services Coordinator to join our team at ResCare Community Living.In this role, you will be responsible for coordinating daily activities, ensuring the safety and well-being of our clients, and maintaining a clean and organized living environment.Key Responsibilities:Assisting clients...
-
Client Services Specialist
6 days ago
San Diego, California, United States Telecare Corporation Full timeTelecare Corporation, a leader in providing innovative care solutions, is seeking a skilled Mental Health Case Manager III to join our team. Under direct supervision, this role will be responsible for providing exceptional support services to clients with mental health needs.Company OverviewTelecare Corporation is a renowned provider of care services,...
-
Office Coordinator
5 days ago
San Diego, California, United States Center for Thoughtful Lasting Change, Inc. Full timeAbout the Role:This Administrative Support Specialist position will play a vital role in managing scheduling, office tasks, and client service coordination, ensuring seamless communication and productivity within our team.The ideal candidate will possess strong organizational skills, be bilingual, and have excellent communication and customer service skills.
-
Client Service Specialist
3 days ago
San Francisco, California, United States SS&C Technologies Holdings, Inc. Full timeWe are looking for a highly motivated Client Service Specialist to join our SS&C Technologies Holdings, Inc. team. As a key member of our Hybrid Support team, you will be responsible for providing top-notch support to our clients.About the RoleThis is an exciting opportunity to work with a dynamic team that values innovation and collaboration. As a Client...
-
Client Services Specialist
3 days ago
San Diego, United States Seventy1 Environmental Full timeJob DescriptionJob Description Minimum 3 year’s experience working in a professional administrative position.Experience in property management or property services preferred but not required. RESPONSIBILITIES:● Client onboarding, including contract processing and service scheduling● Manage and maintain the master schedule of monthly services to be...
-
Client Services Rep
5 days ago
San Diego, United States LabCorp Full timeLabcorp is seeking an Client Services Specialist to join our Customer Service team in San Diego, CA. This role is a remote position, however, may require 6-8 weeks of training onsite at our San Diego location. This position will work with physician offices, hospital laboratories and internal customers to ensure that all client requests and inquiries are...
-
Client Services Rep
7 days ago
San Diego, United States Disability Solutions Full timeLabcorp is seeking an Client Services Specialist to join our Customer Service team in San Diego, CA. This role is a remote position, however, may require 6-8 weeks of training onsite at our San Diego location.This position will work with physician offices, hospital laboratories and internal customers to ensure that all client requests and inquiries are...