Current jobs related to Client Service Specialist - San Rafael, California - Umpqua Bank
-
Client Service Specialist
4 weeks ago
San Rafael, California, United States Umpqua Bank Full timeAbout UsUmpqua Bank is a leading western-based regional bank with a strong presence in the Pacific Northwest. With over 5,000 employees, we offer a wide range of banking services to customers across the nation. Our commitment to our associates, customers, and communities is unwavering, and we strive to create a great place to work by offering a special brand...
-
Client Service Specialist I
4 weeks ago
San Rafael, California, United States Umpqua Bank Full timeAbout UsUmpqua Bank is a leading regional bank with a strong presence in the Pacific Northwest. With over 5,000 employees, we offer a wide range of banking services to customers across the nation.We are committed to creating a great place to work by providing a culture where associates thrive. Our core values of Trust, Ownership, Growth, Empathy, Teamwork,...
-
Client Service Specialist
4 weeks ago
San Rafael, California, United States Umpqua Bank Full timeAbout UsUmpqua Bank is a leading western-based regional bank with over $50 billion in assets under management. We are committed to providing exceptional banking services to our customers and creating a great place to work for our associates.About the RoleThis position is responsible for processing customer account transactions quickly and accurately, while...
-
Client Service Representative
4 weeks ago
San Rafael, California, United States Umpqua Bank Full timeAbout UsUmpqua Bank is a leading regional bank with a strong presence in the Pacific Northwest. With over 5,000 employees, we offer a wide range of banking services to customers across the nation.About the RoleThis position is responsible for processing customer account transactions quickly and accurately. The ideal candidate will have excellent...
-
Client Services Specialist
2 weeks ago
San Jose, California, United States Roots Community Health Center Full timeJob Summary:The Client Services Specialist at Roots Community Health Center is responsible for serving as the first point of contact for prospective clients. This role requires direct communication with clients to determine eligibility or need for services. The ideal candidate will possess excellent communication and organizational skills, with the ability...
-
Client Service Specialist
4 weeks ago
San Ramon, California, United States Madison Reed Hair Color Bar Full timeJob DescriptionJob Title: Client Service SpecialistJob Summary:We are seeking a highly motivated and customer-focused Client Service Specialist to join our team at Madison Reed Hair Color Bar. As a Client Service Specialist, you will be responsible for providing exceptional guest experiences, ensuring seamless interactions between guests and our team, and...
-
Client Service Specialist
3 weeks ago
San Francisco, California, United States Evergreen Services Group Full timeJob DescriptionEvergreen Services Group is a San Francisco-based holding company that acquires and operates B2B services companies across North America. As a Client Service Specialist, you will be responsible for opening accounts, transferring assets, and other account maintenance requests. You will serve as the liaison between the company and its custodian...
-
Client Service Specialist
4 weeks ago
San Francisco, California, United States Evergreen Services Group Full timeAbout Evergreen Services GroupEvergreen Services Group is a San Francisco-based holding company that acquires and operates B2B services companies across North America. With a strong focus on people-first mission, we aim to create a long-term oriented environment that fosters growth and innovation.Job DescriptionAs a Client Service Specialist at an...
-
Crisis Specialist, Behavioral Health
3 weeks ago
San Rafael, California, United States County of Marin Full timeAbout the PositionThe County of Marin is seeking a highly qualified Crisis Specialist to join our team in the Health & Human Services department. As a Crisis Specialist, you will be responsible for providing psychiatric assessment to clients in an outpatient Crisis Stabilization Unit, most of whom are held under W&I code 5150.You will assess the mental...
-
Client Services Specialist
3 weeks ago
San Jose, California, United States Westpak Full timeJob SummaryWestpak is seeking a highly skilled Client Services Specialist to maintain day-to-day client relations and ensure world-class proposal fulfillment. This role requires a strong customer service focus, excellent communication skills, and the ability to work collaboratively with colleagues.Key ResponsibilitiesProvide exceptional customer service...
-
Client Service Specialist
3 weeks ago
San Jose, California, United States WESTPAK Full timeJob DescriptionWestpak is seeking a highly skilled and motivated Client Service Specialist to join our team. As a key member of our client services team, you will be responsible for maintaining day-to-day client relations and ensuring world-class proposal fulfillment. You will serve as a resource to existing customers, prospects, and all employees, providing...
-
Client Care Support Specialist
2 months ago
San Rafael, California, United States Gentiva Personal Care Full timeAbout Gentiva Personal Care: Gentiva Personal Care is a proud member of the Gentiva family, recognized as a leader in hospice, palliative, home health, and personal home care services. Our mission is to stand by those in need, providing essential physical, spiritual, and emotional support to patients and their families, ensuring they can cherish every...
-
Veterinary Receptionist
2 weeks ago
San Rafael, California, United States Animal Dermatology Clinic Full timeJob Summary:Animal Dermatology Clinic is seeking a skilled Veterinary Receptionist to join our team. As a key member of our front desk, you will be responsible for providing exceptional client service, answering phone calls, and maintaining accurate records.Key Responsibilities:Client service and phone supportMaintaining charts and computer recordsPharmacy...
-
Service Support Specialist
3 weeks ago
San Rafael, California, United States Swickard Auto Group Full timeJob Summary:We are seeking a highly motivated and customer-focused Service Support Specialist to join our team at Swickard Auto Group. As a Service Support Specialist, you will be responsible for delivering exceptional customer service and ensuring a memorable experience for our guests. Key Responsibilities: Provide exceptional customer service to our...
-
Client Service Specialist
3 days ago
San Dimas, California, United States ADP Full timeRole SummaryADP is seeking a skilled Client Service Specialist - Employment Tax to provide top-notch support to clients. As a trusted advisor, you will utilize your expertise to resolve complex issues, answer questions, and deliver exceptional service to clients.Key ResponsibilitiesBe a trusted advisor and problem solver, using your wide breadth of expertise...
-
Client Services Specialist I
3 weeks ago
San Jose, California, United States Westpak Inc Full timeJob DescriptionAt Westpak Inc, we are seeking a highly skilled Client Services Specialist to join our team. As a key member of our client services department, you will be responsible for maintaining day-to-day client relations and ensuring world-class proposal fulfillment.Key Responsibilities:Provide exceptional customer service to existing and prospective...
-
Client Services Specialist I
2 weeks ago
San Jose, California, United States Westpak Full timeAt Westpak, we are committed to making lives better. As a Client Services Specialist, you will play a critical role in maintaining day-to-day client relations and ensuring world-class proposal fulfillment.The ideal candidate will serve as a resource to existing customers, prospects, and all employees, aligned with and supporting the overall goals and...
-
Certified Arborist
4 weeks ago
San Jose, California, United States Bay Area Tree Specialist Full timeJob SummaryWe are seeking a highly skilled and experienced Arborist Professional to join our team at Bay Area Tree Specialists. As a key member of our team, you will be responsible for providing expert tree care services to our clients.Key ResponsibilitiesConduct thorough tree assessments to identify potential issues and provide recommendations for tree care...
-
Crisis Specialist
1 month ago
San Rafael, California, United States County of Marin Full timeAbout the PositionThe County of Marin is seeking a highly qualified Crisis Specialist to join our team. As a Crisis Specialist, you will provide psychiatric assessment and treatment to clients in an outpatient setting, working closely with a multidisciplinary team to ensure the best possible outcomes.Key ResponsibilitiesConduct thorough psychiatric...
-
Housing Stability Specialist
2 weeks ago
San Rafael, California, United States Catholic Charities Full timeJob SummaryCatholic Charities is seeking a skilled Housing Stability Specialist to join our team. As a Housing Stability Specialist, you will play a critical role in helping individuals and families achieve and maintain stable housing.Key ResponsibilitiesConduct regular one-on-one sessions with clients to discuss progress, challenges, and successes related...
Client Service Specialist
2 months ago
This position is responsible for processing a variety of customer account transactions quickly, accurately, and confidentially. A Client Service Specialist provides an exceptional banking experience to our customers by building relationships and offering appropriate products and services.
- Key Responsibilities:
- Perform cash handling functions (e.g., deposits, withdrawals, cash advances, payments, transfers, check cashing).
- Balance cash drawer and client service specialist transactions.
- Demonstrate knowledge of new and existing products and services.
- Discuss and access customers' financial needs to identify and offer appropriate products and services.
- Secure against loss by ensuring safekeeping of money in cash drawer and prompt accounting or transfer of funds.
- Identify fraudulent activity.
- Perform and support daily tasks that maintain the integrity of the branch (e.g., balance ATM, process night drop, balance negotiable instruments, process returned mail, balance credit card machine, monitor lobby rate sheets and brochures).
- Support referral goals for the branch by identifying and referring basic bank products to the appropriate business partner.
- Provide an extraordinary customer experience.
- Other responsibilities as assigned.
We are seeking a highly motivated and detail-oriented individual to join our team as a Client Service Specialist. The ideal candidate will have:
- A high school diploma or equivalent.
- One year of experience as a client service specialist.
- Bilingual skills, preferred.
- The ability to work in a fast-paced cash handling environment.
- Maintain a professional demeanor at all times.
- Strong organizational and time management skills.
- The ability to work effectively as part of a team.
- The ability to pass Client Service Specialist training programs.
- The ability to develop and maintain working knowledge of Bank policies, procedures, and systems.
- May back up operational duties of the personal banker and/or assistant manager.
- Building capabilities to identify relationship-building opportunities, such as outbound telephone calls to customers.
- Provide basic guidance to less experienced client service specialists when needed.
- Other responsibilities as assigned.
This is a fully onsite role.
Our Benefits:We offer a competitive total rewards package, including base wages and comprehensive benefits. The pay range for this role is $18.00 to $21.00, and the pay rate for the selected candidate is dependent upon a variety of non-discriminatory factors, including job-related knowledge, skills, and experience, education, and geographic location. The role may be eligible for performance-based incentive compensation and those details will be provided during the recruitment process.
We offer eligible associates comprehensive healthcare coverage (medical, dental, and vision plans), a 401(k)-retirement savings plan with employer match for qualifying associate contributions, an employee assistance program, life insurance, disability insurance, tuition assistance, mental health resources, identity theft protection, legal support, auto and home insurance, pet insurance, access to an online discount marketplace, and paid vacation, sick days, volunteer days, and holidays. Benefit eligibility begins the first day of the month following the date of hire for associates who are regularly scheduled to work at least thirty hours weekly.
Our Commitment to Diversity:Umpqua Bank is an equal opportunity and affirmative action employer committed to employing, engaging, and developing a diverse workforce. All qualified applicants will receive consideration for employment without regard to race, color, national origin, religion, sex, age, sexual orientation, gender identity, gender expression, protected veteran status, disability, or any other applicable protected status or characteristics. If you require an accommodation to complete the application or interview(s), please let us know by email: [email protected].
