Banking Services Representative
3 weeks ago
We are seeking a highly skilled Banking Specialist to join our team at EverBank NA. As a key member of our financial center, you will be responsible for promoting our banking services, identifying sales opportunities, and delivering exceptional client service.
Key Responsibilities- Promote Financial Services: Utilize profiling techniques to identify client needs and promote suitable financial services.
- Client Relationship Management: Build and maintain strong relationships with clients, understanding their needs and preferences.
- Operational Responsibilities: Perform cash vault and other financial center operational tasks as directed.
- Educational Requirements: High school diploma or equivalent preferred.
- Work Experience: No experience required; 2+ years preferred.
- Physical Requirements: Sedentary work.
- Financial Services Experience: 3+ years of experience in the financial services industry.
- Operational Knowledge: Universal knowledge and experience in operational responsibilities.
- Treasury Management: Experience with treasury management services.
- FDIC Knowledge: Knowledge of FDIC regulations.
EverBank NA provides nationwide banking services to consumer and commercial clients through various channels, including online and mobile applications, as well as its Florida-based financial centers.
BenefitsEverBank NA offers a comprehensive Total Rewards package, including competitive wages, health, wellness, and work-life benefits, to support the well-being of its associates.
-
Banking Services Representative
2 weeks ago
Roseville, California, United States EverBank Full timeJob SummaryWe are seeking a highly skilled Banking Specialist to join our team at EverBank. As a key member of our financial center, you will be responsible for promoting our banking services, identifying sales opportunities, and delivering exceptional client service.Key ResponsibilitiesPromote financial services suitable for clients based on profiling and...
-
Client Service Representative
4 weeks ago
Roseville, California, United States Tri Counties Bank Full timeJob SummaryWe are seeking a highly skilled and detail-oriented Client Service Associate to join our team at Tri Counties Bank. As a Client Service Associate, you will play a critical role in supporting our Financial Advisors with the establishment, servicing, and maintenance of investment accounts.Key ResponsibilitiesInitiate outbound calls to clients and...
-
Relationship Banking Specialist
4 weeks ago
Roseville, California, United States Umpqua Bank Full timeAbout the Role:The Relationship Banker plays a crucial role in helping clients achieve financial well-being through deep customer relationships and a thoughtful understanding of their needs. This involves offering the best and most appropriate personal and business financial products and services to meet their goals.Key Responsibilities:Build, develop, and...
-
Commercial Banking Professional
4 weeks ago
Roseville, California, United States First Citizens Bank Full timeAbout the RoleAs a Commercial Banker at First Citizens Bank, you will play a key role in developing and expanding relationships with business owners in your community to help them meet their financial goals.**Key Responsibilities:**Develop and maintain an active prospect list, customer outreach plan, and quality referral sources.Be the primary contact for...
-
Banking Specialist
2 weeks ago
Roseville, California, United States EverBank NA Full timeJob Title: Banking SpecialistEverBank NA is seeking a highly skilled Banking Specialist to promote our banking services, recognize sales opportunities, and deliver exceptional client service. As a key member of our team, you will work closely with clients to understand their financial needs and provide tailored solutions.Key Responsibilities:Promote...
-
Banking Specialist
4 weeks ago
Roseville, California, United States EverBank NA Full timeJob DescriptionJob Summary:The Banking Specialist promotes the organization's banking services, recognizes sales opportunities, opens accounts, delivers exceptional client service, and makes appropriate introductions to team specialists. This role understands client needs to offer the appropriate financial services and works with a wide array of retail or...
-
Senior Banking Specialist
4 weeks ago
Roseville, California, United States EverBank Full timeJob SummaryThe Senior Banking Specialist promotes the organization's banking services, recognizes sales opportunities, and makes introductions to team specialists including financial center managers, relationship managers, or other delivery channels such as mortgage, wealth management, and treasury management. This job understands client needs with the goal...
-
Client Service Associate
3 weeks ago
Roseville, California, United States Tri Counties Bank Full timeClient Service Associate I RoleCome join a company you can be proud to represent. The hiring range for this opportunity is $23.50 to $27.50 per hour along with incentive opportunities, creating a competitive total compensation package based on our pay scale, and may be modified by location and is commensurate with qualifications and experience. Job...
-
Client Service Associate
3 weeks ago
Roseville, California, United States Tri Counties Bank Full timeClient Service Associate I RoleCome join a company you can be proud to represent. The hiring range for this opportunity is $23.50 to $27.50 per hour along with incentive opportunities, creating a competitive total compensation package based on our pay scale, and may be modified by location and is commensurate with qualifications and experience. Job...
-
Client Service Associate
2 days ago
Roseville, California, United States Tri Counties Bank Full timeJob Title: Client Service Associate ICome join a dynamic team at Tri Counties Bank, where you can make a real difference in the lives of our clients. As a Client Service Associate I, you will play a vital role in supporting our Financial Advisors with the establishment, servicing, and maintenance of investment accounts.Key Responsibilities:Initiate outbound...
-
Client Service Associate
2 weeks ago
Roseville, California, United States Tri Counties Bank Full timeClient Service Associate I Role SummaryTri Counties Bank is seeking a highly skilled Client Service Associate I to support our Financial Advisors in establishing, servicing, and maintaining investment accounts. As a key member of our team, you will play a vital role in delivering exceptional customer service, ensuring compliance, and driving client...
-
Business Banking Relationship Manager
2 weeks ago
Roseville, California, United States Bank of America Full timeBank of America is seeking a highly skilled Business Banking Relationship Manager to join our team. This role is responsible for building and maintaining strong relationships with business clients, providing them with tailored financial solutions and exceptional customer service. The ideal candidate will have a strong understanding of commercial banking...
-
Financial Services Associate
2 days ago
Roseville, California, United States Sierra Central Credit Union Full timeJob Title: Member Service Representative IWe are seeking a reliable and customer-focused individual to fill the role of Member Service Representative I at Sierra Central Credit Union. In this position, you will be responsible for providing exceptional customer service, processing transactions accurately, and promoting our products and services to...
-
Retail Banking Relationship Manager
4 weeks ago
Roseville, California, United States Bank of Montreal Full timeAbout the RoleWe are seeking a highly skilled and motivated Retail Banking Relationship Manager to join our team at the Bank of Montreal. As a key member of our branch team, you will be responsible for delivering exceptional customer service and building strong relationships with our clients.Key ResponsibilitiesCustomer Service: Provide personalized service...
-
Business Banking Relationship Manager
7 days ago
Roseville, California, United States Bank of America Full timeJob Title: Business Banking Relationship Manager/Senior Relationship Manager Job Summary: At Bank of America, we are committed to helping our clients achieve their financial goals through personalized service and tailored solutions. As a Business Banking Relationship Manager/Senior Relationship Manager, you will play a critical role in building and...
-
Customer Service Representative
6 days ago
Roseville, California, United States Mister Sparky ofRoseville and Rocklin, CA Full timeJob Title: Client Care RepresentativeMister Sparky of Roseville and Rocklin, CA is seeking a professional Client Care Representative to join our team.Job SummaryA Client Care Representative at Mister Sparky is responsible for answering incoming client telephone calls and assisting with the supervision and dispatching of all scheduled service and maintenance...
-
Customer Service Representative
2 weeks ago
Roseville, California, United States Resource Staffing Group Full timeCustomer Service Representative Job DescriptionWe are seeking an experienced Customer Service Representative to join our team at Resource Staffing Group. As a Customer Service Representative, you will be responsible for providing exceptional customer service to our international customers and supporting our CSR functions in a positive environment.Key...
-
Customer Service Representative
2 weeks ago
Roseville, California, United States Fun Factory Full timeCustomer Service RepresentativeWe are seeking a highly motivated and customer-focused individual to join our team as a Customer Service Representative at Fun Factory, Inc.About the Role:As a Customer Service Representative, you will be responsible for providing exceptional customer service to our clients, responding to customer inquiries, and resolving...
-
Client Service Representative
1 week ago
Roseville, California, United States Hilltop Securities Inc. Full time{"title": "Client Service Representative", "content": "Job SummaryHilltop Securities Inc., a leading financial services company, is seeking a highly skilled Client Service Representative to support our Roseville, CA branch. As a key member of our team, you will provide exceptional customer service to our clients, working closely with financial advisors to...
-
Client Service Representative
3 weeks ago
Roseville, California, United States Hilltop Holdings Full timeAbout the RoleHilltop Holdings is seeking a highly skilled Client Service Associate to join our team. As a key member of our Wealth Management department, you will play a vital role in providing exceptional customer service to our clients.Key ResponsibilitiesCommunicate with clients on a daily basis regarding stock quotes, buy vs. sell scenarios, and other...