- Charles Schwab (Sandy Springs, GA)
- …us "challenge the status quo" and transform the finance industry together._ As a Client Relationship Specialist (CRS), you have the opportunity to bring ... operational success of this local Schwab branch, under the guidance of your Client Relationship Manager and Branch Manager, both of whom you will assist to help… more
- Regions Bank (Atlanta, GA)
- …the careers section of the system. **Job Description:** At Regions, the Trust Relationship Specialist provides general and clerical administrative support to an ... May create and organize PowerPoint presentations and Excel spreadsheets + May attend client meetings with Trust Officers This position requires the tracking of time… more
- Bank OZK (Mcdonough, GA)
- …minimize errors and reduce fraud. + Demonstrate empathy and proactively resolve client concerns in a timely, professional, and positive manner, escalating issues to ... serve as a role model for banking center team members and coach relationship -building activities. + Collaborate effectively with line of business partners to foster… more
- Truist (Gainesville, GA)
- …fraud resolution, general research, wire processing, general maintenance, etc. Assist Relationship Managers with portfolio management ensuring accurate client ... Under moderate supervision, provide sales, service and loan support to Relationship Managers, Commercial Credit staff, and Sales Leaders managing and supporting… more
- Bank OZK (Canton, GA)
- …coaching conversations with leadership. + Demonstrate empathy and proactively resolve client concerns in a timely, professional, and positive manner, escalating ... issues to next level of authority, as needed. + Collaborate effectively with line of business partners to foster teamwork, exceptional customer service, and continuous learning. + Actively promote teamwork, leading by example and taking initiative to assist… more
- First Horizon Bank (Atlanta, GA)
- …+ High school diploma or GED and 3 - 5 years experience in a Client Specialist position + 5+ years customer service experience in the banking industry ... document processing. **Responsibilities** + Provide Lending Support to Private Client and Commercial Relationship Managers + Review and Fund Loans + Assist with… more
- EFI Global (Atlanta, GA)
- …a solid understanding of the forensic consulting industry? EFI Global is seeking a ** Client Engagement Specialist ** to join our dynamic Client Services team. ... effectiveness, and strengthening business relationships. This role goes beyond traditional client liaison work. You'll manage end-to-end client engagement,… more
- Truist (Atlanta, GA)
- …Credit staff, and Sales Leaders managing and supporting Commercial Real Estate client portfolios. ESSENTIAL DUTIES AND RESPONSIBILITIES Following is a summary of the ... and prospects with letters, emails, etc. to support banker's client contact strategy and making sure that CRM data...of products and services. Partner with bankers and Integrated Relationship Management (IRM) partners in bringing attention to any… more
- UMB Bank (Atlanta, GA)
- …banking officers. As the primary contact, you will be a vital part of the client 's relationship to help deliver growth and opportunity by creating a trusting ... **COMMERCIAL SERVICE SPECIALIST -REMOTE** This role will support and manage the...email to support day-to-day servicing needs + Develop a relationship with the client proactively to identify… more
- ADP (Alpharetta, GA)
- …rollouts, and service training. Acts as a Liaison between the service center, relationship manager, and the client to explain benefits related processes. + ... ADP is hiring a **Benefit Solutions Specialist - I.** **POSITION SUMMARY:** Ensures platform configuration...SUMMARY:** Ensures platform configuration and readiness to support a client through their annual enrollment processes. This includes all… more