- Zions Bancorporation (Los Angeles, CA)
- …loans and developing strong, low risk commercial relationships while maintaining quality customer service . + Acts as the principal account and relationship ... California Bank & Trust is looking for a **Commercial Banking Relationship Manager** to come and join our team....and with each other. Our workplace culture values each associate 's unique experiences, background and perspectives and provides a… more
- Capgemini (San Francisco, CA)
- …your audience with new data-driven marketing methods, and master your customer -focused operations across sales, service , marketing and commerce, platforms ... _INVENT DESIGN_ **Title:** _*POSITION FILLED* frog - 2024 Campus, Associate Consultant | Customer Transformation_ **Location:** _GA-Atlanta_ **Requisition… more
- Wolters Kluwer (Irvine, CA)
- …customer service experience; preferably consultative customer service experience working within the banking , insurance, hospitality, retail and/or ... most critical business and legal compliance responsibilities. As a Customer Success Associate on the Global Services...and updates in CRM. + Identify potential areas for service /product improvement based on customer feedback. +… more
- CIBC (San Francisco, CA)
- …CIBC.com (https://www.cibc.com/en/about-cibc.html) **What you'll be doing** The Senior Client Service Associate executes the more complex transactions required ... resolution. This role also provides oversight on some aspects of the Client Service Associate 's responsibilities. **_At CIBC we enable the work environment… more
- Robert Half Finance & Accounting (San Jose, CA)
- Description Client Service Associate - Wealth Management Are you passionate about delivering exceptional client service in the financial services industry? A ... rapidly growing investment advisory firm is seeking a Client Service Associate to join its dynamic team....services, preferably in wealth or asset management, brokerage, or banking + Strong analytical and problem-solving skills + Excellent… more
- BMO Financial Group (San Dimas, CA)
- …tablets, Smart phones, online tools, and applications. + Some experience in a consultative customer service or sales roles, with a drive to deliver a personal ... Delivers exceptional service to BMO customers and prospects. Identifies customer needs and provides advice and guidance regarding financial solutions that are in… more
- Robert Half Finance & Accounting (San Jose, CA)
- Description Michelle Espejo with Robert Half Financial Services is recruiting for a Client Service Associate at a Wealth Management Firm. This is a full-time ... a thriving wealth management firm known for its rapid growth, exceptional service , and innovative technology. The firm offers great career development opportunities,… more
- PNC (Jackson, CA)
- …Skills** Accountability, Banking , Branch Banking , Client Loyalty, Customer Experience (CX), Customer Service , Identifying Opportunities, Leveraging ... Educates customers on alternatives available for their financial interactions. Identifies banking opportunities during the customer interaction and refers as… more
- JPMorgan Chase (San Francisco, CA)
- You have a passion for helping customers, building relationships, and delivering extraordinary customer service . You're energetic and enthusiastic as the face of ... of your career development through a variety of cross-training opportunities. As an Associate Relationship Banker in our Branch Banking team, you'll take a… more
- SMBC (Sacramento, CA)
- …and technology experts who came together for the challenge of building a full- service digital bank from scratch. We're committed to doing it the right way ... for the customer and are growing rapidly. To learn more about...the journey that has caught the attention of the Banking Dive, and more to reinvent banking … more