30 client service representative jobs found

Summary The Financial Advisor is responsible for fostering and maintaining client relationships through comprehensive financial planning and tailored investment advice. This role demands a robust understanding of financial markets, investment strategies, personal finance, and a commitment to exceptional client service. Specific Job Functions Proactively follows up on prospect referrals from the bank system and identifies potential prospects through advertising campaigns, mailing lists, and personal contacts. Develops strong working relationships with client contacts, adding value by anticipating solutions and partnering with clients for implementation. Conducts thorough financial planning and analysis to grasp clients' needs, objectives, and risk tolerance. Crafts personalized financial plans and investment strategies that meet clients' goals and financial situations. Offers ongoing advice and portfolio management, modifying strategies as necessary...

Summary The Financial Advisor is responsible for fostering and maintaining client relationships through comprehensive financial planning and tailored investment advice. This role demands a robust understanding of financial markets, investment strategies, personal finance, and a commitment to exceptional client service. Specific Job Functions Proactively follows up on prospect referrals from the bank system and identifies potential prospects through advertising campaigns, mailing lists, and personal contacts. Develops strong working relationships with client contacts, adding value by anticipating solutions and partnering with clients for implementation. Conducts thorough financial planning and analysis to grasp clients' needs, objectives, and risk tolerance. Crafts personalized financial plans and investment strategies that meet clients' goals and financial situations. Offers ongoing advice and portfolio management, modifying strategies as necessary...

Description: General Responsibilities Delivers exceptional experience to customers and prospects with a focus on meeting the financial needs of all areas of our community. Capable of supporting clients in-person or virtually. Responsible for working as an active member of the branch office sales/service team and providing support related to the day-to-day branch operational activities and financial services of the Bank.  Essential Duties: Performs various duties relating to the Branch as follows: Successful Completion of One Bank/One Team/One Brand discipline of collaboration and teamwork in order to achieve bank objectives. Processes various customer transactions (checks, deposits, withdrawals, payments, money orders, cashier’s checks, cash advances, etc.) efficiently, accurately, and compliantly.   Balances cash drawer, night deposits, and balances and services the ATM. Also serves as back-up with vault-related and ancillary operational duties. Well-practiced in...

Description: General Responsibilities Delivers exceptional experience to customers and prospects with a focus on meeting the financial needs of all areas of our community. Counsels clients, providing needs-based financial solutions. Capable of supporting clients in-person or virtually. Responsible for working as an active member of the branch office sales/service team and providing support related to the day-to-day branch operational activities and financial services of the Bank. May serve in a leadership capacity with direct reports. Essential Duties Performs various duties relating to the Branch as follows: Successful Completion of One Bank/One Team/One Brand discipline of collaboration and teamwork in order to achieve bank objectives. Processes all customer transactions (checks, deposits, withdrawals, payments, money orders, cashier’s checks, cash advances, wires, etc.) efficiently, accurately, and compliantly. Balances cash drawer and night deposits. Replenishes,...

Join Delta Dental of Missouri as an Account Manager - Large Group and help deliver exceptional service to our broker and employer clients.  In this relationship-focused role, you'll manage a portfolio of large group accounts, drive retention and growth strategies, support renewals and implementations, and serve as a trusted advisor on employee benefits solutions.  We're seeking a collaborative professional with health insurance industry experience, strong consultative skills, and a passion for building lasting client partnerships.  This hybrid opportunity is based in St. Louis, Missouri, providing flexibility to work from both our St. Louis office, and home office environment.   Position Summary The primary responsibility of the Account Manager is to foster relationships with existing clients and brokers to ensure profitability and retention in the 50 + market.  This role is also responsible for expanding relationships with existing clients and brokers to increase...

We're looking for an experienced Account Manager - Large Group in South Carolina to cultivate client and broker relationships, lead renewals and implementations, and provide strategic benefits expertise. Join a team that values service, accountability, and trusted partnerships while making a real impact for employers across South Carolina. Position Summary The primary responsibility of the Account Manager is to foster relationships with existing clients and brokers to ensure profitability and retention in the 50 + market.  This role is also responsible for expanding relationships with existing clients and brokers to increase revenue through specific efforts to add vision and other related benefits.  The Account Manager’s role has duality: serving as a trusted advisor to clients and brokers through an expertise on industry trends and best practices to ensure the optimal client experience while ensuring Delta Dental of South Carolina achieves its profitability and...

You will find a lot more at Riverview Bank! Finding a place to grow, contribute and make a difference is what you will find working with us – it’s about you! We are looking for team members with vision, leadership, and that special can-do spirit. Riverview Bank strongly believes in investing in our team members, and in the communities we serve. Job Summary: Directs the commercial portfolio management function and oversees a small team of portfolio managers. Responsible for ensuring effective portfolio administration, credit support, relationship management support, loan monitoring, reporting, and coordination of commercial banking activities. Provides leadership, process oversight, and technical guidance to support sound credit quality, efficient workflows, consistent client service, and achievement of commercial banking objectives. The salary for this role will be between $102,000 and $130,000. The specific salary offered will depend on several factors including but not...

SUMMARY This position is responsible primarily for analysis, monitoring and preparation of credit memorandums, criticized/classified loan memos and annual loan reviews for loan officers. Position is a support function to assist loan officers move loan requests through the approval process. The salary for this role will be between $77k-$111K a year. The specific salary offered will depend on several factors including but not limited to applicant’s skills and prior relevant experience.  Hired candidate may be eligible for healthcare benefits, 401K plan, short term & long-term disability coverage, life insurance, vacation & sick time, educational assistance, and several holidays. Certain roles are eligible for additional rewards. ESSENTIAL DUTIES Works with existing clients and prospects as required to receive information as needed. Ensures that the financial analysis prepared by the Analyst Team is accurate. Analyzes financial spreads to determine if the...

Job Summary   Under the direct supervision of the Trust Company executive leadership team, this position provides high-level administrative, client service, and operational support for Riverview Trust Company. The role supports executives, trust officers, and team members through strategic scheduling, confidential correspondence, meeting preparation, recordkeeping, project coordination, and follow-up related to trust administration, fiduciary services, client relationships, and department operations. The salary for this role will be between $65,000 and $80,000. The specific salary offered will depend on several factors including but not limited to applicant’s skills and prior relevant experience.  Hired candidate may be eligible for healthcare benefits, 401K plan, short term & long-term disability coverage, life insurance, vacation & sick time, educational assistance, and several holidays.  Certain roles are eligible for additional rewards Job Functions...

You will find a lot more at Riverview Bank! Finding a place to grow, contribute and make a difference is what you will find working with us – it’s about you!  We are looking for team members with vision, leadership, and that special can-do spirit. Riverview Bank strongly believes in investing in our team members, and in the communities we serve. SUMMARY This position is primarily responsible for supporting a retail branch, or other branches as needed, in the opening of deposit accounts (commercial and personal), gathering documentation for retail and commercial loans and reviewing financials for current and prospective clients. This position should be able to manage long-term relationships with clients and prospects. This position is also responsible for efficiently processing client deposit transactions while following bank policies and procedures. The salary for this role will be between $21 and $25 The specific salary offered will depend on several factors including but...

Senior Wealth Advisor Job Summary This position ensures the growth and development for the Wealth, Financial Planning, and Financial Advisory aspects of the business line. This individual will partner with business line leaders to develop and execute effective wealth management strategies targeted at acquiring, deepening, and retaining wealth management and banking clients. This role will also include strategies for identifying consumer and business investor needs, help with the acquisition and administration of investment accounts as well as financial planning services. This position will lead and coordinate with various leaders of the Trust Company to create consistent client engagement and sales behaviors for all positions This position offers room to grow within the Trust Company, depending on applicant’s level of interest, motivation, and skill. The salary for this role will be between $145,000 and $175,000. The specific salary offered will depend on several...

JOB DESCRIPTION In partnership with our internal business partner, BPO, this position will be responsible for premium reconciliation, discrepancies, and monitoring policies' financial status for all distribution channels. The Premium Reconciliation Specialist is expected to perform and prioritize billing and/or premium functions, executing tasks and responsibilities while building and maintaining positive relationships with internal and external clients. Direct ownership of a block of business as it relates to premium management. This position requires strong analytical skills, relationship management, communication, judgment, organizational skills, and problem resolution to meet the diverse needs of our clients. Location: Chicago, IL; Columbia, SC; Chattanooga, TN; or Portland, ME. Work arrangement: In-Office Expectation: 4 days in office, 1 day remote. RESPONSIBILITIES Effectively manage a block of multiple policies and accounts from a premium accounting and...

Description: General Responsibilities Delivers exceptional experience to customers and prospects with a focus on meeting the financial needs of all areas of our community. Counsels clients, providing needs-based financial solutions. Capable of supporting clients in-person or virtually. Responsible for working as an active member of the branch office sales/service team and providing support related to the day-to-day branch operational activities and financial services of the Bank. May serve in a leadership capacity with direct reports. Essential Duties Performs various duties relating to the Branch as follows: Successful Completion of One Bank/One Team/One Brand discipline of collaboration and teamwork in order to achieve bank objectives. Processes all customer transactions (checks, deposits, withdrawals, payments, money orders, cashier’s checks, cash advances, wires, etc.) efficiently, accurately, and compliantly.  Balances cash drawer and night deposits. Replenishes,...

Position Title: Manager Strategic Planning Department: Business Development and Innovation Job Description: General Description: Reporting to the Director of Business Growth, this position provides day to day management of work that supports the enterprise strategy around OUH’s growth journey. Position will help analyze, manage, and provide support evaluating growth opportunities within the organization. This position will oversee the recruitment and on-going development of employees within the Business Development and Innovation team . Essential Responsibilities: Responsibilities listed in this section are core to the position.  Inability to perform these responsibilities with or without an accommodation may result in disqualification from the position.  Business Transformation: Work cross functionally across the organization to evaluate and implement strategic initiatives, including market entry strategies, new product development,...

Description: General Responsibilities Virtual Bankers provide exceptional customer service and sales support to customers and prospects across phone, chat, video, and digital channels. They focus on understanding customer needs, providing tailored financial solutions, deepening relationships, and supporting daily operational activities—while reinforcing the Bank’s One Bank / One Team / One Brand culture. Essential Functions/ Duties The following duties are representative of the essential functions of the position. Engage and advise customers in a virtual environment to attract, retain, and grow relationships through inbound and outbound interactions.  Deliver high-quality service by resolving inquiries related to deposit accounts, loans, fees, and digital services with accuracy and professionalism.  Educate and support customers in the use of digital banking tools and technology-based services to promote confidence and adoption.  Identify customer needs and refer...

004029SR School/Unit Harvard Business School Department Executive Education Job Function Finance Location Boston Job Type Full-time Salary Grade 053 FLSA Status Non-exempt Union 55 - Hvd Union Cler & Tech Workers Term Appointment No Company Description By working at Harvard University, you join a vibrant community that advances Harvard's world-changing mission in meaningful ways, inspires innovation and collaboration, and builds skills and expertise. We are dedicated to creating a diverse and welcoming environment where everyone can thrive. About Us Harvard Business School Executive Education brings together senior executives from the world’s most influential organizations, preparing them to reach the next level for their organizations and for themselves. Working closely with HBS’s world-class faculty, we design and deliver programs for individuals and for organizations, welcoming over 12,000 participants annually from over 130 countries. Programs...

Description: Job Description ProSource360 Consulting Services, Inc. is seeking an experienced Mid-Senior Acquisition Analyst to support one of our federal clients. This position will support contracting and purchasing activities; acquisition planning & contract management support; identification of strategic sourcing opportunities; and project management activities.    Position Summary   Cradle-to-Grave Lifecycle Support: Delivers end-to-end acquisition planning, pre-award package preparation, and post-award contract administration across designated DHA directorates.  Trusted Advisory Role: Partners directly with Government Program Managers (PMs), Contracting Officer's Representatives (CORs), and directorate leadership to structure and navigate complex DoD procurement requirements.  Fiscal & Portfolio Stewardship: Drives financial integrity through cost modeling, market research, ongoing burn-rate tracking, de-obligation identification, and unliquidated...

Freedom Mortgage Moorestown, New Jersey, United States of America Operations Full time Remote Summary The Analyst, Investor Rept Sr is responsible for preparing and reconciling monthly investor reports and remittances, processing cash movements and responding to internal and external inquires related to investor reporting. Essential Job Functions: Perform analysis of system cutoff activity based on the remittance’s methodology Perform pool to security reconciliations and test of expected cash analysis . Quantify overages and shortages and take appropriate steps to clear variances Prepare reports and remit funds associated with the monthly loan activity to the investors Monitor P&I custodial accounts to ensure no overdrafts occur and advances funds if needed Manage relationships with GSE and non GSE representatives as it relates to servicing and investor reporting Balance scheduled/scheduled, actual/actual, or scheduled/actual loan level and pool level...

    People Drive Our Success Are you enthusiastic, highly motivated, and have a strong work ethic?  If yes, come join our team! At Cathay Bank – we strive to provide a caring culture that supports your aspirations and success.  We believe people are our most valuable asset and we proudly foster growth and development empowering you to achieve your professional goals. We have thrived for 60 years and persevered through many economic cycles due to our team members’ drive and optimism. Together we can make a difference in the financial future of our communities. Apply today! What our team members are saying:   Video Clip 1  Video Clip 2   Video Clip 3   Learn more about us at cathaybank.com      GENERAL SUMMARY   This position is responsible for the execution of 2LOD governance and oversight of Information Technology and Information Security Risk management which includes risks related to IT governance and strategy, IT Operations,...

Global Commodity Manager Packaging This role has been designed as 'Hybrid' with a requirement that you will work on average 2 days per week from an HPE office. Who We Are: Hewlett Packard Enterprise is the global edge-to-cloud company advancing the way people live and work. We help companies connect, protect, analyze, and act on their data and applications wherever they live, from edge to cloud, so they can turn insights into outcomes at the speed required to thrive in today's complex world. Our culture thrives on finding new and better ways to accelerate what's next. We know varied backgrounds are valued and succeed here. We have the flexibility to manage our work and personal needs. We make bold moves, together, and are a force for good. If you are looking to stretch and grow your career our culture will embrace you. Open up opportunities with HPE. Job Description: Job Family Definition: Responsible for execution of commodity / category strategies worldwide. Executes...