63,704 Banking Professional jobs in the United States
Consumer & Business Banking Client Service Professional

Posted 1 day ago
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Job Description
WHAT IS THE OPPORTUNITY?
Performs day-to-day servicing for respective team and clients. Works directly with clients in all areas of deposit and credit operations (new accounts, wires, transfers, account activity, online banking etc.) Provides clients with accurate, timely and detailed information to ensure quality service and client retention. Resolves client inquires/complaints and identifies "root cause" of errors/discrepancies identified. Relieves Relationship Manager from performing account specific servicing tasks.
WHAT WILL YOU DO?
* Acts as primary liaison between client and all areas of the bank. Perform follow-up with all clients to ensure completion and satisfaction.
* Introduce clients to appropriate area within Bank, maintain knowledge of bank products and services.
* Ensure early identification and proper escalation of potential risk to appropriate level of authority.
* Uses knowledge of bank products and services to evaluate new opportunities for growth in relationships and recommending beneficial solutions to clients/prospects.
* Is dedicated to meeting the expectations and requirements of internal and external clients; gets first-hand client information and uses it for improvements in products and services; acts with clients in mind; establishes and maintains effective relationships with clients and gains their trust and respect. Resolves problems, answers questions related to client accounts and utilization of bank products and services.
* Resolves client complaints and takes appropriate action to prevent future problems. Contacts clients regarding overdrafts (or other related problems) and performs follow-up necessary to resolve situation. Determines appropriate method of approach.
* Analyzes client needs in order to recommend appropriate solutions/benefits to clients/prospects.
* Leads and manages internal service process including outbound calling efforts to clients/prospects.
* Coordinate branch facilitated requests (cashier's checks, cash orders, FX, etc.)
* Fraud reporting.
* Is considered a subject matter expert in operations policies, procedures, and applicable regulatory requirements.
* This person will support sales colleagues to build and maintain client relationships.
* Will support multiple sales teams.
WHAT DO YOU NEED TO SUCCEED?
*Required Qualifications**
* Bachelor's Degree or equivalent
* Minimum 5 years' experience in client service, banking operations or banking relationship management support required.
* Minimum 5 years' experience in a banking or financial services environment required
*
*Additional Qualifications*
* Prior Business Banking experience helpful
* Knowledge of Bank policies and procedures and regulatory compliance.
* Knowledge of Bank products and services.
* Solid knowledge of all phases of operations (e.g., installment loans, new accounts, loan payments, statement handling, wires).
* problem solving skills.
* Strong interpersonal, verbal and written communication skills in order to effectively interact with clients and bank colleagues at all levels.
* Strong organizational and time management skills and ability to prioritize work.
* Strong Microsoft Office Suite skills (e.g., Word, Excel, Outlook).
*WHAT'S IN IT FOR YOU?*
*Compensation*Starting base salary: $59,467 - $94,975 per year. Exact compensation may vary based on skills, experience, and location. This job is eligible for bonus and/or commissions.
*Benefits and Perks*
At City National, we strive to be the best at whatever we do, including the benefits and perks we offer our colleagues including:
* Comprehensive healthcare coverage, including Medical, Dental and Vision plans, available the first of the month following start date
* Generous 401(k) company matching contribution
* Career Development through Tuition Reimbursement and other internal upskilling and training resources
* Valued Time Away benefits including vacation, sick and volunteer time
* Specialized health and family planning benefits including fertility benefits, and cancer, diabetes and musculoskeletal support programs
* Career Mobility support from a dedicated recruitment team
* Colleague Resource Groups to support networking and community engagement
Get a more detailed look at our US
Since day one we've always gone further than the competition to help our clients, colleagues and communities flourish. City National Bank was founded in 1954 by entrepreneurs for entrepreneurs and that legacy of integrity, community and unparalleled client relationships continues today. City National is a subsidiary of Royal Bank of Canada, one of North America's leading diversified financial services companies. To learn more about City National and our dynamic company culture, visit us at AND EQUAL OPPORTUNITY EMPLOYMENT*
City National Bank fosters an inclusive environment where all forms of diversity are valued and leveraged to make us a better company and employer. We are an equal opportunity employer and all qualified applicants will receive consideration for employment without regard to race, color, religion, sexual orientation, gender identity, national origin, disability, veteran status or other basis protected by law.
It is unlawful in Massachusetts to require or administer a lie detector test as a condition of employment or continued employment. An employer who violates this law shall be subject to criminal penalties and civil liability.
*Represents basic qualifications for the position. To be considered for this position, you must at least meet the required qualifications. careers.cnb.com accepts applications on an ongoing basis, until filled.
Unless otherwise indicated as fully remote, reporting into a designated City National location is an essential function of the job.
Customer Service Representative - Financial Services
Posted 1 day ago
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Job Description
You'll provide white glove support to customers of an asset and wealth management company that combines the entrepreneurial spirit of a start-up with more than 150 years of experience.
Our employees have spoken. Our purpose, team, and company culture are amazing and our Great Place to Work® certification in the United States says it all!
**What You'll be Doing**
Do you have a passion for helping others navigate through their online banking needs? Whether it's getting answers for customers quickly, consulting on products, or finding resolutions for their issues with a smile, you'll be the difference between their customer experience being just average or an exceptional one.
**During a Typical Day, You'll**
+ Answer questions about products via phone while providing website navigation support and assisting with the application process
+ Access multiple electronic systems at once and document steps taken to efficiently and accurately complete the request
+ Meet established goals for all performance metrics including call quality, productivity, and schedule adherence
+ Participate in projects or process improvements to drive operational excellence
**What You Bring to the Role**
+ 1 year of customer service experience
+ High school diploma or equivalent
+ Recognize, apply and explain your product or service knowledge
+ Computer experience
+ Proficient with Microsoft Suite (including Word, Excel, PowerPoint, and Outlook)
**What You Can Expect**
+ Supportive of your career and professional development
+ An inclusive culture and community minded organization where giving back is encouraged
+ A global team of curious lifelong learners guided by our company values
+ Base wage of $19 per hour plus performance bonus opportunities
+ And we have a healthy benefits package based on your position that could include PTO, tuition reimbursement, health and wellness incentives
Visit for more information.
**A Bit More About Your Role**
We're committed to ensuring you have the skills and support to be successful in your role throughout your career. From your first day in training, through individualized webcam-enabled, engagement and coaching, on into 1000s of free courses to support your career growth wherever that may take you. And we know that you bring with you the one necessary ingredient that can't be taught - a caring and supportive nature that will shine through as you help customers. Our TTEC community is here for you as one dynamic, global family.
You'll report to a Team lead. You'll contribute to the success of the customer experience and the overall success of the team.
**About TTEC**
Our business is about making customers happy. That's all we do. Since 1982, we've helped companies build engaged, pleased, profitable customer experiences powered by our combination of humanity and technology. On behalf of many of the world's leading iconic and hypergrowth brands, we talk, message, text, and video chat with millions of customers every day. These exceptional customer experiences start with you.
TTEC is proud to be an equal opportunity employer where all qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or status as a protected veteran. TTEC embraces and is committed to building a diverse and inclusive workforce that respects and empowers the cultures and perspectives within our global teams. We aim to reflect the communities we serve, by not only delivering amazing service and technology, but also humanity. We make it a point to make sure all our employees feel valued, belonging, and comfortable being their authentic selves at work. As a global company, we know diversity is our strength because it enables us to view things from different vantage points and for you to bring value to the table in your own unique way.
**Job:** __Customer Care Representative_
**Title:** _Customer Service Representative - Financial Services_
**Location:** _NC-Concord_
**Requisition ID:** _047VN_
Customer Service Representative - Financial Services
Posted today
Job Viewed
Job Description
The Client Services Representative provides office support at the front desk within the Hospital, Ambulatory or Surgery Center setting.
The Representative also ensures the timely and organized scheduling of patient appointments, patient insurance information, enters client information into the computer, and provides accurate financial information to clients.
This position supports organizational goals by providing quality customer service, participating in performance improvement efforts and demonstrating a commitment to team work and cooperation.
QUALIFICATIONS
EDUCATION: High school diploma or equivalent required.
LICENSE/CERTIFICATION:
EXPERIENCE: 1-3 years office experience required, preferably in a medical setting. Minimum 1 year insurance, CPT4 and ICD-10 coding experience preferred. Knowledge of medical terminology preferred. Proficiency in Clinical Applications preferred at time of hire; incumbents within position will be trained appropriately and then skill will be required for this position within 30-60 days from date of hire.
Specialty
Certification Required
Certification Preferred
Acute Partial Hospitalization Program
~ American Heart Association BLS required within 90 days hire or transfer
~ American Heart Association Heart Saver First Aid (HSFA) required within 90 days hire or transfer
~ CPI required within 90 days hire or transfer
PERFORMANCE EXPECTATIONS
Demonstrates the competencies as established on the Assessment and Evaluation Tool for this position.
WORK ENVIRONMENT
Potential for exposure to the hazards and risk of the hospital environment, including exposure to infectious disease, hazardous substances, and potential injury. Periodic traveling to other department locations is expected.
The essential functions for this position are listed on the Assessment and Evaluation Tool.
REPORTING RELATIONSHIP
This position reports to the Department Director, Manager or Nursing Leadership in other departments within the organization.
The above statement reflect the general details considered necessary to describe the principle functions of the job as identified and shall not be considered as a detailed description of all work requirements that may be inherent in the position.
Benefit Offerings
AtlantiCare offers eligible Full-time and Part-time team members the ability to participate in Medical, Dental, Vision, 401(k)/403(b), Life Insurance, Disability and other supplemental benefit programs.
Total Rewards at AtlantiCare
At AtlantiCare, we believe in supporting the whole person. Our market-competitive Total Rewards package is designed to promote the physical, emotional, social, and financial well-being of our team members. We offer a comprehensive suite of benefits and resources, including:
Generous Paid Time Off (PTO)
Medical, Prescription Drug, Dental & Vision Insurance
Retirement Plans with employer contributions
Short-Term & Long-Term Disability Coverage
Life & Accidental Death & Dismemberment Insurance
Tuition Reimbursement to support your educational goals
Flexible Spending Accounts (FSAs) for healthcare and dependent care
Wellness Programs to help you thrive
Voluntary Benefits , including Pet Insurance and more
Benefits offerings may vary based on position and are subject to eligibility requirements.
Join a team that values your well-being and invests in your future.
Financial Services - Bank Customer Service
Posted 25 days ago
Job Viewed
Job Description
This is a remote position.
What to Expect On a daily basis for the Financial Services - Bank Program: • Serve as an initial point of contact on banking inquiries and concerns. • Provide support for existing and prospective clients via inbound telephone calls. • Resolve concerns on retail, commercial, and online banking as well as bankcard, fraud, forgery, ID theft, policy, and procedural questions. • Identify cross-sell opportunities and make referrals as appropriate. • Provide accurate, confidential client service through bankcards, business online banking, or general servicing knowledge. Capabilities of Top-Performing Agents • Outstanding Prioritization skills • Display patience and empathy • Skilled and efficient in writing and verbal communication • Provide knowledgeable, friendly, and eloquent customer service Requirements Please click this link for the Basic PC Requirements Computer Specifications Please note that more detailed equipment information is required and S & E Group will provide this detailed information and support once you complete the process of joining our team. Benefits Select the company you want to work for within our client base. Work from home Flexible scheduleFinancial Services Customer Service Representative (FULL-TIME)
Posted today
Job Viewed
Job Description
We are looking for Customer Service Representatives to support inbound customer service, help desk, and back-office processing representatives for commercial and public sector support positions. In this role, you will handle inbound inquiries, troubleshoot basic technical issues, assist callers with product, process related inquiries, and professionally represent some of the most recognizable brands in the world.
There are a wide variety of project openings available. Schedules vary by site and program however we can usually find something that works for everyone. This is a wonderful opportunity for you to start your career here. With our industry-leading training, you are sure to grow. We offer many advancement opportunities including Supervisor, Trainer, Talent Acquisition, and Operations Management.
Position ResponsibilitiesThis position supports customer service for bank customers. This role requires you to interact with hundreds of customers each week across the country to resolve support issues and ensure a best-in-class customer experience. You will need to be confident, fully engaged, a team player, and dedicated to bringing a positive and enthusiastic outlook to work each day.
Essential Duties
- Handle inbound customer calls in a courteous, timely, and professional manner - including email and live chat
- Listen to customers, understand their needs, and resolve customer issues
- Escalate customer issues to the appropriate staff and managerial for resolution as needed
- Ensure first call resolution through problems solving and effective call handling
- Follow the processes of the Client program and perform all tasks in a courteous and professional manner
- Utilize knowledge base and training to accurately answer customer questions
- Create and maintain customer CRM records with accurate call details
- Accurately document call resolution in appropriate systems
- Strictly follow client process for handling financial issues and inquiries
- Comply with requirements surrounding confidential information and personal information
- Follow all required scripts, policies, and procedures
- Adhere to all attendance and work schedule requirements including all scheduled training
It's about building relationships and turning the knowledge you gain in training into customer wins. MCI provides all new employees with world-class training, so all positive, driven, and confident applicants are encouraged to apply. Ideal candidates for this position are highly motivated, energetic, and dedicated.
Required
- Must be 18 years of age
- High School Diploma or Equivalent
- Minimum of three (3) years in a call center environment
- Minimum of (1) year of experience in a customer service service role
- The ability to multi-task using multiple screens and systems while talking on the phone with customers.
- The ability to type swiftly and accurately 30-45 Words per minute
- The ability to read and speak English fluently
- Familiarity with computer and Windows PC applications and the ability to learn new and complex computer system applications including corporate intranet
- Basic knowledge of Microsoft Office Suite (Excel, PowerPoint, Word, Outlook including Sharepoint)
- Excellent organizational, written, and oral communication skills
- The ability to multi-task across multiple systems and screens while speak to customers
- Must be customer service oriented (empathetic, responsive, patient, and conscientious)
- Strong team orientation and customer focus with a positive attitude
- Highly reliable with the ability to maintain regular attendance and punctuality
- Aptitude for issue identification and problem solving
- The ability to thrive in a fast-paced environment where change and ambiguity are prevalent
- An aptitude for conflict resolution and problem solving
- The ability to demonstrate good judgement when making decisions surrounding account inquiries, resolution paths, and call handling
- Excellent interpersonal skills and the ability to build relationships with your team and customers
Preferred
- Associates Degree or higher is a plus
- Relevant experience in banking or financial services is a plus
- Experience with data-entry utilizing a computer - proven professional writing and communication abilities to be able to support the customer is a plus
- Bilingual Spanish - Extremely Beneficial
At MCI, we believe that your hard work deserves recognition and reward. Our compensation and benefits packages are designed to be competitive and to grow with you over time. Starting compensation is based on experience, and we offer a variety of benefits and incentives to support and reward our team members.
What You Can Expect from MCI: We understand the importance of balance and support, which is why we offer a variety of benefits and incentives that go beyond a paycheck. Our team members enjoy:
- Paid Time Off : Earn PTO and paid holidays to take the time you need.
- Incentives & Rewards : Participate in daily, weekly, and monthly contests that include cash bonuses and prizes ranging from electronics to dream vacationsand sometimes even cars!
- Health Benefits : Full-time employees are eligible for comprehensive medical, dental, and vision coverage after 90 days of employment, and all employees have access to MEC medical plans after just 30 days. Benefit options vary by location.
- Retirement Savings : Secure your future with retirement savings programs, where available.
- Disability Insurance : Short- and long-term disability coverage is available to help protect you during unexpected challenges.
- Life Insurance : Access life insurance options to safeguard your loved ones.
- Career Growth : With a focus on internal promotions, employees enjoy significant advancement opportunities.
- Paid Training : Learn new skills while earning a paycheck.
- Fun, Engaging Work Environment : Enjoy a team-oriented culture that fosters collaboration and engagement.
- Casual Dress Code : Be comfortable while you work.
Compensation & Benefits that Fit Your Life MCI takes pride in tailoring our offerings to fit the needs of our diverse team across subsidiaries and locations. While specific benefits and incentives may vary by geography, the core of our commitment remains the same: rewarding effort, providing growth opportunities, and creating an environment where every employee feels valued.
If you're ready to join a company that recognizes your contributions and supports your growth, MCI is the place for you. Apply today!
Physical RequirementsThis job operates in a professional office environment. While performing the duties of this job, the employee will be largely sedentary and will be required to sit/stand for long periods while using a computer and telephone headset. The employee will be regularly required to operate a computer and other office equipment, including a phone, copier, and printer. The employee may occasionally be required to move about the office to accomplish tasks; reach in any direction; raise or lower objects, move objects from place to place, hold onto objects, and move or exert force up to forty (40) pounds.
Conditions of EmploymentAll MCI Locations
- Must be authorized to work in the country where the job is based.
Subject to the program and location of the position
- Must be willing to submit up to a LEVEL II background and/or security investigation with a fingerprint. Job offers are contingent on background/security investigation results.
- Must be willing to submit to drug screening. Job offers are contingent on drug screening results.
Consistent with the Americans with Disabilities Act (ADA), it is the policy of MCI and its affiliates to provide reasonable accommodations when requested by a qualified applicant or employee with a disability unless such accommodations would cause undue hardship. The policy regarding requests for reasonable accommodation applies to all aspects of employment. If reasonable accommodations are needed, please contact Human Resources.
Equal Opportunity EmployerAt MCI and its subsidiaries, we embrace differences and believe diversity benefits our employees, company, customers, and community. All aspects of employment at MCI are based solely on a person'
Customer Service
Posted 5 days ago
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Job Description
Job Summary:
We are seeking an experienced and results-oriented Project Manager to lead and manage projects from inception through completion. The ideal candidate will be responsible for coordinating internal teams and external stakeholders to deliver projects that meet business goals, timelines, and budget constraints. This role requires a strategic thinker with excellent communication, problem-solving, and leadership skills who can manage multiple priorities in a fast-paced environment.
Key Responsibilities:
* Define project scope, goals, deliverables, and success criteria in collaboration with senior management and stakeholders.
* Develop comprehensive project plans, schedules, resource allocations, and budgets.
* Lead cross-functional project teams, ensuring timely task completion and alignment with project goals.
* Identify project risks, develop mitigation strategies, and manage changes in scope, schedule, or budget.
* Track and report project performance using appropriate tools and KPIs.
* Manage stakeholder expectations and maintain effective communication throughout the project lifecycle.
* Organize and lead project meetings, including kick-offs, stand-ups, and retrospectives.
* Ensure compliance with company policies, procedures, and quality standards.
* Evaluate project outcomes and prepare post-project reports and analysis.
Qualifications:
* Bachelor’s degree in Project Management, Business, Engineering, Computer Science, or a related field.
* 3–7 years of experience in project management (specific industry experience is a plus).
* Project Management Professional (PMP), PRINCE2, or equivalent certification is strongly preferred.
* Proficiency with project management tools such as Microsoft Project, Asana, Trello, Jira, or similar.
* Strong leadership, negotiation, and conflict-resolution skills.
* Excellent organizational and time management abilities.
* Experience with Agile/Scrum, Waterfall, or hybrid methodologies.
* Strong written and verbal communication skills.
Preferred Qualifications:
* Master’s degree in a related field.
* Agile certifications (e.g., Certified ScrumMaster, SAFe).
* Experience managing vendor relationships and third-party integrations.
* Technical background or familiarity with [industry-specific technologies/tools].
Key Competencies:
* Strategic Thinking
* Stakeholder Management
* Risk Management
* Communication and Influence
* Problem Solving
* Budgeting and Financial Acumen
* Adaptability and Resilience
* Team Leadership
Working Conditions:
* Standard office hours, with flexibility depending on project demands.
* Remote or hybrid work options may be available.
* Occasional travel may be required.
Employee Benefits:
We believe in rewarding our team with competitive compensation and a comprehensive benefits package that promotes well-being, work-life balance, and professional growth.
Core Benefits:
* Competitive salary with performance-based bonuses
* Health, dental, and vision insurance
* Life and accidental death insurance
* Paid time off (vacation, sick days, personal days)
* Paid holidays
* Retirement plan with company match (e.g., 401(k))
* Short-term and long-term disability coverage
* Employee wellness programs
Professional Development:
* Annual training and development allowance
* Reimbursement for certification and continuing education
* Internal mobility and career growth opportunities
* Access to conferences, workshops, and industry events
Work-Life Balance & Perks:
* Flexible work hours and remote work options
* Employee Assistance Program (EAP)
* Team-building activities and off-site retreats
* Casual dress code
* Recognition and rewards programs
* Parental leave and family support policies
Closing Statement:
If you are enthusiastic about Project Management and eager to join a forward-thinking team, we encourage you to apply.
EEO Statement:
We are an Equal Opportunity Employer and do not discriminate against any employee or applicant for employment because of race, color, sex, age, national origin, religion, sexual orientation, gender identity, status as a veteran, and basis of disability or any other federal, state, or local protected class.
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