Financial Relationship Specialist

5 days ago


Irvine, California, United States Umpqua Bank Full time
Job Description

The Relationship Banker plays a pivotal role in delivering exceptional customer experiences. They work closely with business customers to create new relationships and expand existing ones by conducting financial reviews and building rapport. Key responsibilities include:

  • Providing top-notch customer service by promptly acknowledging customers, identifying their needs, and offering suitable products and services.
  • Developing lasting relationships through consultative interactions with customers.
  • Delivering detailed clerical support for various accounts, including deposit and consumer loan accounts, business accounts, collections, wires, safe deposit contracts, and pay and receive transactions.
  • Supporting Client Service Specialists and staying up-to-date on products and procedures.
  • Resolving customer issues and requests efficiently.


  • Irvine, California, United States Alleviate Financial Solutions Full time

    We are looking for a Sales and Relationship Manager to join our team at Alleviate Financial Solutions. As a Sales and Relationship Manager, you will be responsible for building meaningful relationships with our clients, understanding their needs, and presenting the benefits of our programs and services.Our ideal candidate will have debt, mortgage, finance,...


  • Irvine, California, United States Alleviate Financial Solutions Full time

    About UsAt Alleviate Financial Solutions, we are committed to providing our clients with the highest level of service and support. Our team of experienced professionals is dedicated to helping individuals achieve their financial goals and overcome financial challenges. We believe in creating a positive and supportive work environment that encourages growth,...


  • Irvine, California, United States Alleviate Financial Solutions Full time

    About the RoleWe are seeking an Account Management Specialist to join our team at Alleviate Financial Solutions. As an Account Management Specialist, you will be responsible for managing client relationships, providing exceptional customer service, and ensuring client satisfaction.Job DescriptionManage Client Relationships: Build and maintain strong...


  • Irvine, California, United States Alleviate Financial Solutions Full time

    Job DescriptionWe are seeking a Financial Services Account Manager to join our team at Alleviate Financial Solutions. As a key member of our customer-facing staff, you will be responsible for delivering exceptional service to our clients, ensuring their satisfaction with our products and services.Key Responsibilities• Communicate with clients to understand...


  • Irvine, California, United States Alleviate Financial Solutions Full time

    Job SummaryWe are looking for a Client Success Specialist to join our team at Alleviate Financial Solutions. As a key member of our customer success team, you will be responsible for ensuring our clients receive exceptional service and support throughout their journey with us.Key Responsibilities• Communicate with clients to understand their needs and...


  • Irvine, California, United States Creative Financial Staffing Full time

    Job Summary:Creative Financial Staffing is seeking a highly skilled and experienced Accountant to join their dynamic team in Irvine. As an Accountant, you will be responsible for preparing and analyzing financial statements, ensuring accuracy and compliance with company policies and regulatory requirements.About the Role:This is a fantastic opportunity for...


  • Irvine, California, United States Identified Talent Solutions Full time

    Job OverviewWe are looking for a Client Relationship Specialist to join our team at Identified Talent Solutions. The ideal candidate will have a proven track record in developing and retaining client relationships, strong communication skills, and a passion for driving business growth.Responsibilities:Project Management:Oversee multiple client projects,...


  • Irvine, California, United States Recruithook Full time

    Job Description: Financial Reporting SpecialistWe are looking for a skilled Financial Reporting Specialist to join our finance team at Recruithook. As a key member of our team, you will play a critical role in maintaining accurate and up-to-date financial records.Key Responsibilities:Prepare financial reports, including balance sheets, income statements, and...


  • Irvine, California, United States Servco Builders Full time

    Job Title: Financial Reporting SpecialistWe are seeking a detail-oriented Financial Reporting Specialist to join our team at Servco Builders.The successful candidate will be responsible for processing and recording transactions, filing, updating the ledger, audits, and fact-checking efficiently and in a timely manner.The ideal candidate should have a minimum...


  • Irvine, California, United States LH Global Consulting Full time

    Job OverviewLH Global Consulting seeks a detail-oriented Financial Reporting Specialist to support accounting and financial reporting tasks.


  • Irvine, California, United States Boutique Recruiting Full time

    Job Title: Financial Services SpecialistWe are seeking a skilled Financial Services Specialist to join our team at Boutique Recruiting in Irvine. This role involves examining loan applications, assessing applicant background, and making informed decisions about loan approvals or denials. The ideal candidate will have 3+ years of experience in a related...


  • Irvine, California, United States Alt Financial Network, Inc. Full time

    Job OpportunityLuxury Home Sales Specialist Wanted!Alt Financial Network, Inc. is seeking a highly motivated and results-driven Luxury Home Sales Specialist to join our team. As a key member of our team, you will be responsible for selling high-end luxury homes to discerning clients.In this role, you will have the opportunity to earn up to $200,000 in...


  • Irvine, California, United States IEC CORP GROUP Full time

    About IEC Corp GroupWe are a leading provider of post-secondary career education, driven by our mission to empower students to make a positive impact on their lives. Our employee-owned company is committed to delivering high-quality educational programs that meet the needs of our diverse student body.Job SummaryWe are seeking an experienced Financial Aid...


  • Irvine, California, United States Ultimate Staffing Full time

    Job DescriptionAs a Healthcare Financial Specialist, you will play a critical role in ensuring the smooth operation of our Medical office's financial processes. This includes verifying insurance, posting payments, and communicating with patients and other departments to resolve issues.With an estimated annual salary of $50,000, this position offers a...


  • Irvine, California, United States PrideStaff Full time

    ResponsibilitiesAs a Financial Services Specialist at PrideStaff, you will be responsible for reviewing and analyzing financial statements, profit and loss statements, and balance sheets for our clients.You will also be required to post journal entries and process payroll. The ideal candidate will have 3-5 years of experience and be proficient in QuickBooks...


  • Irvine, California, United States Jobot Full time

    Job DescriptionWe are seeking a highly skilled Project Financial Specialist to join our team at Jobot. As a key member of our finance team, you will be responsible for managing project finances, reviewing budget revisions, and generating financial statements for the development division.Your primary focus will be on ensuring accuracy and efficiency in...


  • Irvine, California, United States Jobot Full time

    We are seeking a highly skilled Financial Operations Specialist to join our development division. As a key member of our team, you will be responsible for managing the financial operations of our projects, including budgeting, forecasting, and capital management.Salary: $140,000 - $160,000 per yearThe ideal candidate will have a strong background in...


  • Irvine, California, United States LH Global Consulting Full time

    Job DescriptionLH Global Consulting is currently seeking a Financial Reporting Specialist to prepare and examine financial records. The salary for this position is estimated to be between $55,000 - $65,000 per year.Key Responsibilities:Obtain primary financial data for accounting records and compute numerical data Check the accuracy of business transactions...


  • Irvine, California, United States Pacific Rim Capital Full time

    About the RoleWe are seeking a highly skilled Financial Operations Specialist to join our team at Pacific Rim Capital.Key Responsibilities:Maintains day-to-day client relationships related to active leases.Maintains all leases related to assigned client accounts, including leased assets, purchase orders, and asset locations.Compiles financial information...


  • Irvine, California, United States KCG Full time

    Job OverviewKCG, a specialized recruiting firm, is seeking a highly skilled Billing and Collections Specialist to join our team. This role involves overseeing financial operations, ensuring timely collections, and maintaining exceptional customer service.