- Mizuho Corporate Bank (Los Angeles, CA)
- Job Summary The Client Relationship Specialist (Bilingual Korean - English) plays a critical role in supporting the bank's relationship management ... client 's financial transactions, ensuring accurate documentation, maintaining client records, and facilitating smooth communication between clients and internal… more
- Charles Schwab (San Mateo, CA)
- …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
- JPMorgan Chase (San Francisco, CA)
- …of: * the banker that manages the overall bank relationship with the client * the Client Specialist , who initially helps determine the appropriate ... The Client Specialist is a sophisticated wealth...The Client Specialist is a sophisticated wealth expert that focuses...wealth services to best meet the objectives of each client . The Client Specialist provides… more
- City National Bank (Los Angeles, CA)
- * CLIENT CARE SPECIALIST * WHAT IS THE...escalation. Escalates issues to Client Care Lead, Client Contact Center Management and Relationship Manager, ... OPPORTUNITY? The Client Care Specialist is responsible for responding to and handling a...offer and connects any new business prospect or existing client with the appropriate Relationship Manager. Authorizes… more
- City National Bank (Los Angeles, CA)
- * SPECIALIST CLIENT CARE LEAD* WHAT IS THE OPPORTUNITY? In addition to performing all functions of a Senior Specialist , the Lead position is responsible for ... WILL YOU DO? * Performs all functions of a Client Care Specialist Senior in a multi-channel...complex operational problems on clients' accounts. Escalates issues to Client Contact Center Management and Relationship Manager,… more
- Umpqua Bank (Arbuckle, CA)
- Client Service Specialist Retail Banking Group Arbuckle, California **Description** **About Us:** At Umpqua, we create a great place to work by offering a unique ... brand of relationship banking and fostering a culture where associates thrive....the first point of contact for most clients, the Client Service Specialist (Teller) plays a key… more
- City National Bank (Los Angeles, CA)
- * CLIENT SERVICING SPECIALIST SENIOR-FUNDS TRANSFER* WHAT IS THE OPPORTUNITY? The Client Service Specialist is responsible for responding to and handling ... issues for all CNB internal and external clients, delivering an exceptional client service experience aligned with our City National Brand promise. Manage … more
- PNC (San Francisco, CA)
- …needed to be successful in this position. **Preferred Skills** Business Decisions, Client Counseling, Client Relationship Building, Competitive Advantages, ... valued and have an opportunity to contribute to the company's success. As a Client Solution Specialist Sr within PNC's Corporate Banking organization, you will… more
- SMBC (Los Angeles, CA)
- …troubleshoots complex issues and escalates issues to the appropriate areas. The Sr. Client Specialist is also responsible for training junior staff on day-to-day ... to its corporate, institutional, and municipal clients. It connects a diverse client base to local markets and the organization's extensive global network. The… more
- Umpqua Bank (Santa Rosa, CA)
- Client Service Specialist - Float Retail...place to work by offering a unique brand of relationship banking and fostering a culture where associates thrive. ... the first point of contact for most clients, the Client Service Specialists(Teller)play a key role in delivering on...a key role in delivering on the bank's Breakthrough Client Service Standards. With guidance from the Float Manager,… more
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