Financial Center Client Service Representative

8 months ago


Sunnyvale, United States The Bank of America Corporation Full time

At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. Responsible Growth is how we run our company and how we deliver for our clients, teammates, communities and shareholders Client Service, Financial, Representative, Service, Solutions Advisor, Client, Retail, Banking



  • Sunnyvale, California, United States Star One Credit Union Full time

    We are seeking an experienced Call Center Representative to join our team at Star One Credit Union. As a representative, you will be the primary point of contact for our members, handling a variety of member service engagements via phone calls, chat, video calls, and secured emails. You will answer or obtain answers to member questions regarding accounts,...


  • Sunnyvale, California, United States City National Bank Full time

    About the RoleWe are seeking a highly skilled Financial Services Specialist to join our team. As a key member of our business development team, you will be responsible for acquiring and deepening client relationships, generating new business opportunities, and delivering exceptional client experiences.Key Responsibilities:Acquire and deepen client...

  • Sales Representative

    12 hours ago


    Sunnyvale, California, United States Power Plus Full time

    Job DescriptionWe are seeking an experienced Sales Representative to maintain existing client relationships and optimize opportunities within accounts. This role involves executing our sales strategy, initiating contact with existing and potential customers, and identifying their needs to sell appropriate products/services.Key Responsibilities:Maintain...


  • Sunnyvale, California, United States IntelliPro Group Inc. Full time

    Job OverviewAt IntelliPro Group Inc., we are seeking a highly skilled Customer Service Representative to join our team. As a key member of our organization, you will be responsible for providing exceptional customer service and support to our clients.Based in Sunnyvale, CA, this is a 1-year contract position with a competitive pay rate of $28/hour.Job...


  • Sunnyvale, California, United States City National Bank Full time

    Job Title: Business Development RepresentativeAbout the Opportunity:We are seeking a skilled Business Development Representative to join our team at City National Bank. As a key member of our sales team, you will be responsible for acquiring new business and deepening existing relationships with clients.Compensation:The estimated salary for this role is...


  • Sunnyvale, California, United States Demo160: Core Template TEMC Full time

    Job OverviewDemo160: Core Template TEMC is a financial services company that owns and operates websites where customers sign up to be matched with our financial clients. We are looking for a skilled Freelance Customer Service Representative to call phone leads and validate information, giving instructions on next steps and managing customer expectations.The...


  • Sunnyvale, California, United States European Wax Center Full time

    Job OverviewAs a Guest Service Associate at European Wax Center, you will be responsible for ensuring every guest has an exceptional experience. We are seeking a candidate who can lead with care and integrity, committed to delighting our guests and having fun while being awesome.


  • Sunnyvale, California, United States European Wax Center Full time

    Company OverviewEuropean Wax Center, Inc. is the largest and fastest-growing franchisor and operator of out-of-home waxing services in the United States. We provide guests with an unparalleled, professional personal care experience administered by highly trained wax specialists within the privacy of clean, individual waxing suites.


  • Sunnyvale, United States Securitas Inc. Full time

    ESSSENTIAL FUNCTIONS: Annual Budgeting: Contribute to the development of the annual budget and assist the Finance Manager in monitoring financial and business objectives throughout the year. Monthly Accruals: Assist in monthly accruals and gather required financial data. Forecasting: Aid in forecast adjustments and analyze business...


  • Sunnyvale, California, United States City National Bank Full time

    About the OpportunityThis role involves acquiring small business and personal clients, as well as deepening existing relationships. The ideal candidate will act as a trusted strategic advisor, providing financial advice and connecting client needs with City National Bank's products and service offerings.Key Responsibilities include:Acquire and deepen client...


  • Sunnyvale, California, United States Sherwin-Williams Full time

    About UsAt Sherwin-Williams, we believe that everyone deserves a chance to succeed. Our company has been helping people bring their ideas to life for over 150 years.We're committed to creating a workplace where everyone feels valued, respected, and empowered to grow. Whether you're just starting your career or looking for a new challenge, we invite you to...

  • Financial Advisor

    17 hours ago


    Sunnyvale, California, United States City National Bank Full time

    Job DetailsWe are seeking an experienced Relationship Manager I to join our team at City National Bank. This role offers a unique opportunity to develop and execute a comprehensive business development strategy, leveraging your knowledge of CNB's products and services to drive revenue growth and expand client relationships.Responsibilities:Develop and...


  • Sunnyvale, California, United States City National Bank Full time

    About UsCity National Bank is a leading financial institution committed to delivering exceptional client experiences and fostering long-term relationships. Our team is dedicated to helping clients achieve their financial goals, whether through innovative banking solutions or expert guidance on complex financial matters.Our Approach:We prioritize personalized...


  • Sunnyvale, California, United States Bonchon Full time

    Customer Service Representative Job DescriptionBonchon is seeking a highly motivated and customer-focused Customer Service Representative to join our team. As a Customer Service Representative, you will be responsible for handling guest inquiries and resolving issues in a timely and professional manner.Key Responsibilities:Respond to guest inquiries via...


  • Sunnyvale, United States Demo160: Core Template TEMC Full time

    Overview: Need to hire 5 Freelancers Seeking a customer service representative to call phone leads for a few hours per day to validate phone numbers, obtain feedback from customers, ask qualifying questions and answer basic questions about our product and in some cases confirm next steps to manage customer expectations. We own and operate financial websites...


  • Sunnyvale, California, United States Home Instead Full time

    Job Title:Senior Client Services ManagerAbout the Role:We are seeking an experienced and dedicated Senior Client Services Manager to join our team at Home Instead. This is a fantastic opportunity for someone who is passionate about providing exceptional client care and leading a team of professionals.Key Responsibilities:The Senior Client Services Manager...


  • Sunnyvale, California, United States City National Bank Full time

    Job Title: Client Acquisition SpecialistAbout the Role:We are seeking a highly motivated Client Acquisition Specialist to join our sales team at City National Bank. The successful candidate will be responsible for identifying and pursuing new business opportunities, while also deepening existing relationships with clients.Salary Range:The estimated annual...


  • Sunnyvale, California, United States American Income Life: CV - Chris Gulick Full time

    Job Title: Business Development RepresentativeWe are seeking a highly motivated and results-driven Business Development Representative to join our team. As a valued member, you will engage with multiple clients throughout the day, delivering unparalleled service and demonstrating in-depth product knowledge.About American Income Life: Chris Gulick...


  • Sunnyvale, California, United States Marthas Travel and Income Tax Service Corp Full time

    Key ResponsibilitiesAs an Insurance Specialist/Customer Service, you will be responsible for:Providing excellent customer service to clients over the phone, email, and in person;Selling auto, home, renters, and small business insurance products;Educating clients on insurance options and financial choices;Communicating clearly with clients about pricing and...


  • Sunnyvale, California, United States IntelliPro Group Inc. Full time

    Salary and Benefits">$28 per hour, with a comprehensive benefits package subject to eligibility. Compensation will be determined by factors such as education, work experience, location, job responsibilities, certifications, and more.Job Description">As a Customer Support Specialist, you will be responsible for communicating with business partners in China,...