- Banc of California (Santa Ana, CA)
- …to support PCI clients, troubleshoots and resolves a wide range of complex client inquiries regarding account activity. + Researches and resolves client ... First point of contact for branch escalation, research, and account opening questions. Client services agents may...required. College degree is preferred. + Minimum 6 months client service experience. + Prior banking or financial… more
- Bank of America (Las Vegas, NV)
- Client Direct Auto Loan Specialist Las...+ Data Collection and Entry + Oral Communications + Account Management + Adaptability + Client Experience ... must be at least 18 years of age.** Acknowledge (https://ghr.wd1.myworkdayjobs.com/Lateral-US/job/Las-Vegas/ Client -Direct-Auto-Loan- Specialist \_25038168-1) **Job Description:** At Bank of America,… more
- Robert Half Finance & Accounting (San Francisco, CA)
- Description We are looking for a Client Accounts Specialist to join our team in San Francisco, California. This role involves managing billing processes and ... client accounts while ensuring exceptional service delivery. The ideal...Processing: Records third-party expenses and disbursements in expense systems. Account Management: Monitors unapplied cash, reallocates payments when bills… more
- Truist (Philadelphia, PA)
- …maintenance, etc. Assist Relationship Managers with portfolio management ensuring accurate client assignment and account data. Monitor reporting and escalate ... Commercial Credit staff, and Sales Leaders managing and supporting Commercial client portfolios. Support is provided across all Commercial segments, which includes… more
- Truist (Atlanta, GA)
- …general maintenance, etc. 6. Assist bankers with portfolio management ensuring accurate client assignment and account data. Monitor reporting and escalate as ... Credit staff, and Sales Leaders managing and supporting Commercial Real Estate client portfolios. ESSENTIAL DUTIES AND RESPONSIBILITIES Following is a summary of the… more
- Zions Bancorporation (Denver, CO)
- …The Treasury Management Operations team has an opportunity for a **Treasury Management Client Services Specialist ** . The role will be located in one ... merchant services. + Open a Salesforce case for each client issue, respond in a timely fashion, ensure follow-up...of treasury and cash management products, procedures, services, accounting, financial and account analysis. Must have good… more
- Zoom (IL)
- What you can expect We are seeking a talented individual Majors Account Executive with specialized experience in Contact Center sales. Understands the industry ... standards, and has the ability to partner with direct sales account executives to prospect new opportunities and increase sales funnel. Primary goal is to partner… more
- Aegon Asset Management (Cedar Rapids, IA)
- …Handle a diverse range of tasks assigned by one or more partners such as Account Managers, Client Executives, Sponsor Connect teams or Contact Center to support ... Job Family Account / Relationship Management About Us At Transamerica,...experience + Two years of experience in the retirement, financial , or client services industry + General… more
- Intuit (Texas City, TX)
- …being innovative, bold and customer-obsessed. We are looking for a passionate Corporate Account Executive to join us in our mission of powering prosperity around the ... partners and internal stakeholders. If you love building key client relationships through products that make a difference, you're...**What you'll bring** + 3+ years experience as an Account Manager or Account Executive; SaaS or… more
- Deluxe (Calabasas, CA)
- We're looking for a detail-oriented and customer-focused Client Relations Specialist to join our team. In this role, you'll support business filing operations, ... vary depending on job-related knowledge, skills, location, experience and take into account internal equity. Benefits In line with our commitment to employee… more