Current jobs related to Client Relationship Specialist II - Westwood, Massachusetts - Needham Bank

  • Diagnostic Imaging Mammography Specialist

    2 weeks ago

    Westwood, Massachusetts, United States OneStaff Medical Full time

    Job Title: Diagnostic Imaging Mammography SpecialistJob Summary:OneStaff Medical is seeking a skilled Diagnostic Imaging Mammography Specialist for a travel assignment in New Jersey. As a Diagnostic Imaging Mammography Specialist, you will perform specialized examinations of the breast to help in the diagnosis and treatment of breast disease in women...

  • HR Generalist

    6 days ago

    Westwood, Massachusetts, United States Coronis Health Full time

    Job SummaryWe are seeking a highly skilled HR Generalist to join our team at Coronis Health. The successful candidate will be responsible for delivering HR services to our external clients, including onboarding, benefits administration, employee relations, performance management, training and development, and compliance.Key ResponsibilitiesProvide HR support...

  • Financial Planning Specialist

    1 month ago

    Westwood, Massachusetts, United States Fidelity TalentSource LLC Full time

    Job SummaryWe are seeking a skilled Financial Planning Specialist to join our team at Fidelity Investments. As a key member of our financial planning team, you will work closely with clients to understand their financial goals and develop personalized plans to help them achieve success.Key ResponsibilitiesConduct in-depth consultations with clients to...

  • Security Operations Specialist

    2 weeks ago

    Westwood, Massachusetts, United States Target Full time

    Join Target's Security TeamAs a Security Specialist at Target, you will be part of a team that works together to create a safe and secure work environment for all employees, temporary workers, vendors, and visitors. Your key responsibilities will include:Key Responsibilities:Contribute to the development of a secure work environment through collaboration...

  • Communications Specialist

    2 weeks ago

    Westwood, Massachusetts, United States Citizens Financial Group, Inc. Full time

    As a key member of the Corporate Communications team at Citizens Financial Group, Inc., the Communications Specialist will play a vital role in supporting internal and external communications for Business Banking and Enterprise Payments. This includes educating and engaging stakeholders in our campaigns, capabilities, strategy, and initiatives through...

  • Nurse Care Specialist

    6 days ago

    Westwood, Massachusetts, United States BAYADA Home Health Care Full time

    BAYADA Home Health Care is seeking a skilled Nurse Care Specialist to provide exceptional medical care to adult and geriatric clients living in their homes in various locations. This role involves making home visits to clients, performing assigned duties, and monitoring clients' conditions.Job ResponsibilitiesFollow a designated care plan in accordance with...

  • Accounts Receivable Specialist

    4 weeks ago

    Westwood, Massachusetts, United States Creative Financial Staffing Full time

    About the CompanyCreative Financial Staffing is partnering with a property management company to identify an experienced Accounts Receivable Specialist. Our client is a retirement community that offers independent living, assisted living, in-home supportive care, and an outpatient physical therapy clinic.ResponsibilitiesProcess rent payments, including...

  • Commercial Real Estate Sales Expert

    4 weeks ago

    Westwood, Massachusetts, United States KW Westside Real Estate Full time

    Job OpportunityAre you a skilled negotiator with a proven track record of success in commercial real estate sales? Do you have a deep understanding of industry practices, lease language, and legality? We are seeking a highly motivated and self-sufficient individual to join our team as a Commercial Real Estate Sales Specialist.ResponsibilitiesIdentify and...

  • Quality Assurance Specialist

    1 month ago

    Westwood, Massachusetts, United States Chromalox Full time

    Launch Your Sales Career with ChromaloxAre you looking for a challenging and rewarding sales career? Chromalox is seeking a highly motivated and enthusiastic Sales Associate to join our team.As a Sales Associate, you will have the opportunity to learn from our experienced sales team and gain hands-on experience in every facet of our company. You will be...

  • Wound Care Specialist

    4 weeks ago

    Westwood, Massachusetts, United States Healogics Full time

    Join Healogics as a Wound Care SpecialistThe impact of our work at Healogics is profound, as we strive to transform the lives of patients dealing with chronic wounds. We recognize that meaningful work comes with its challenges, and we are dedicated to offering robust support and competitive compensation to our team members for their invaluable...

  • Regional Support Specialist

    2 weeks ago

    Westwood, Massachusetts, United States Anywhere Real Estate Full time

    Regional Support SpecialistThe Regional Support Specialist plays a critical role in driving the success of our key principle of helping our agents live exceptional lives. This position provides administrative, operational, and customer service support to our Coldwell Banker Real Estate branch offices, leaders, and agents.Key Responsibilities:Office...

  • Regional Support Specialist

    2 weeks ago

    Westwood, Massachusetts, United States Anywhere Real Estate Full time

    Job Title: Regional Support SpecialistThe Regional Support Specialist plays a critical role in driving the success of our key principle of helping our agents live exceptional lives. This position provides critical administrative, operational, and customer service support to our Coldwell Banker Real Estate branch offices, leaders, and agents.Key...

  • Regional Support Specialist

    2 weeks ago

    Westwood, Massachusetts, United States Anywhere Real Estate Full time

    Regional Support Specialist Job DescriptionThe Regional Support Specialist plays a critical role in driving the success of our key principle of helping our agents live exceptional lives. This position provides administrative, operational, and customer service support to our Coldwell Banker Real Estate branch offices, leaders, and agents.Key...

  • Outpatient Coding Specialist

    2 weeks ago

    Westwood, Massachusetts, United States Steward Health Care Full time

    Job Title: Outpatient CoderJob Summary:We are seeking a skilled Outpatient Coder to join our team at Steward Health Care. As a key member of our Risk Adjustment team, you will be responsible for reviewing outpatient medical records to identify, assess, and document claims and encounter coding information.Key Responsibilities:Review medical records to...

  • Outpatient Coding Specialist

    2 weeks ago

    Westwood, Massachusetts, United States Steward Health Care Full time

    Job SummaryAs a member of the Risk Adjustment team at Steward Health Care, the Outpatient Risk Coder plays a critical role in improving quality and risk adjustment coding performance. This position requires strong organizational, communication, and interpersonal skills to support the management of multiple priorities and attention to detail for completion of...

  • Nurse Specialist

    2 weeks ago

    Westwood, Massachusetts, United States BAYADA Home Health Care Full time

    Home Health Care OpportunityBAYADA Home Health Care is seeking a skilled Registered Nurse (RN) to join our team in providing exceptional medical care to adult and geriatric clients in their homes. As a Home Health Care Professional, you will have the opportunity to make a meaningful difference in the lives of our clients and their...

  • Nurse Specialist

    2 weeks ago

    Westwood, Massachusetts, United States BAYADA Home Health Care Full time

    Seeking a Compassionate Registered Nurse for Home Health VisitsBAYADA Home Health Care is a leading provider of home health care services, seeking a skilled and compassionate Registered Nurse (RN) to join our team in Westwood, Massachusetts.About the RoleAs a Registered Nurse with BAYADA, you will provide exceptional care to adult and geriatric clients in...

  • Strategic Financial Planner

    6 days ago

    Westwood, Massachusetts, United States Fidelity TalentSource LLC Full time

    Job Description:As a Planning Consultant at Fidelity, you will be responsible for providing world-class planning experiences to clients, uncovering opportunities to deepen client relationships, and developing engagement strategies that support each client's unique planning needs. Through your integrity and adoption of Fidelity's client commitment standards,...

  • Day Support Professional

    2 months ago

    Westwood, Massachusetts, United States Delta-T Group, Inc. Full time

    About the OpportunityDelta-T Group, Inc. is seeking a skilled Day Support Specialist to join our team in the Westwood area. As a Day Support Specialist, you will work directly with adults with disabilities in a busy Day Habilitation Program, providing direct care and skill training to support daily living and social skills.Key ResponsibilitiesProvide direct...

  • Financial Services Professional

    6 days ago

    Westwood, Massachusetts, United States Edward Jones Full time

    Client Advocate Role at Edward JonesWe are seeking a skilled Client Advocate to join our team at Edward Jones. As a Client Advocate, you will play a vital role in deepening relationships with existing clients, gathering information to open new accounts, and executing financial advisor solicited buy/sell orders.Key Responsibilities:Deepen relationships with...

Client Relationship Specialist II

2 months ago

Westwood, Massachusetts, United States Needham Bank Full time
Client Relationship Specialist II

Job Overview:
As a Client Relationship Specialist II, you will expertly execute teller functions, ensuring transaction accuracy and compliance with the Bank's established standards and protocols. Your role will focus on enhancing customer relationships by offering tailored account solutions to meet diverse client needs through effective account management.

Key Responsibilities:
  • Execute all responsibilities associated with the Client Relationship Specialist I role, showcasing commitment to customer service and relationship building.
  • Acquire comprehensive knowledge of the Bank's products and services.
  • Deliver a full spectrum of customer services, including account openings, product explanations, and processing of customer information for both new and existing accounts.
  • Promote banking products, generate referrals, and address customer inquiries regarding accounts and services.
  • Ensure operational compliance and adherence to bank policies and procedures.
  • Develop a thorough understanding of teller operations.
  • Consistently provide exceptional customer service.
  • Investigate and analyze data to resolve complex customer issues, answering inquiries related to accounts and transactions.
  • Maintain up-to-date knowledge of products and services, anticipating customer needs to effectively communicate offerings.
  • Assist in the training and development of tellers and junior personal bankers, collaborating with the Retail Trainer and participating in training initiatives.
  • Support and serve as a backup for the Assistant Branch Manager, Teller Manager, or Head Teller as necessary.
  • Perform additional duties as required.

Qualifications:
  • Ability to work a flexible schedule aligned with the Bank's operational hours.
  • Physical capability to lift up to 30 pounds.
  • Basic proficiency in keyboard and computer skills.
  • Competence in performing basic arithmetic operations using a calculator.
  • Demonstrated business acumen and professionalism.
  • Ability to cultivate strong relationships across the organization, exceed customer expectations, and adapt to change.
  • Reliable transportation is required.
  • Fluency in written and spoken English.
  • Willingness to obtain Notary Public certification in MA.
  • Commitment to upholding Needham Bank's Core Values: Focus on Customer Relationships, Embrace Change, Collaborate as a Team, Contribute to the Community, Pursue Continuous Learning, and Uphold Integrity.

Education & Experience:
  • High School Diploma or GED.
  • Minimum of two years of experience in teller or cash handling roles with a proven record of accuracy.
  • Experience in customer service and/or sales is preferred.

Working Environment:
Typical office environment. Needham Bank offers a competitive salary and an attractive benefits package for full-time employees, including comprehensive medical and dental insurance, a 401(k) plan with an 8% bank match, paid time off, paid holidays, a bonus program, flexible spending accounts, vision insurance, group term life insurance, short and long-term disability insurance, tuition reimbursement, and an Employee Assistance Program. Part-time employees also have access to a robust benefits package.

At Needham Bank, we are committed to fostering a diverse, inclusive, and authentic workplace. We encourage candidates from all backgrounds to apply, even if their experience does not align perfectly with every qualification in the job description. You may be the ideal candidate for this or other roles.