Client Services Representative (Banking) jobs in Oakland, CA

Client Services Representative (Banking) acts as the customer's go-to banking resource to deliver in-branch services, referrals, and product information, resulting in enhanced satisfaction and broadened customer relationships. Identifies customer needs and uses current knowledge of all bank products and services to explain, promote, and cross-sell products and services. Being a Client Services Representative (Banking) processes basic branch service transactions and refers customers to the right resource to facilitate other banking requests. Provides research and solutions to account issues, answers to customer inquiries, and education and training on banking self-service technology. Additionally, Client Services Representative (Banking) requires a high school diploma. Typically reports to a supervisor. The Client Services Representative (Banking) works under moderate supervision. Gaining or has attained full proficiency in a specific area of discipline. To be a Client Services Representative (Banking) typically requires 1-3 years of related experience. (Copyright 2024 Salary.com)

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Client Services Representative
  • PF Wealth Management Group, LLC
  • Oakland, CA FULL_TIME
  • CAN YOU HELP ME KEEP EVERYTHING ORGANIZED? 

    Work-life balance - We are a small company, and work-life balance is important to me. You will have a great deal of flexibility in your work here. This includes possibly working from home and coming into the office one to two times a week. What I care about are the projects getting done on time, being responsive to phone and email requests, and the work being done accurately

    Are you the kind of ultra-organized person who loves to tick things off a list? Are you good at keeping others organized? Are you completely reliable and great at paperwork? Can you get clients to warm up to you? 

    We have been in business for 15 years. Our main office is located in the bay area, but one of the owners lives in Pennsylvania. We work with people who appreciate the value of what we do and who are not just looking for a quick fix. The bottom line, we help people make a difference and achieve their ideal life and financial future. 

    As a business, we have set up systems and procedures to make our office run smoothly and efficiently so clients get exactly the same service we want them to have. But don’t think that means we are a cold machine – far from it. We are on a continuous improvement quest! 

    Clients expect outstanding service and attention to detail when it comes to their financial life plans. That means we need someone to help us achieve this and ensure all the systems work properly. Part of your responsibilities will be to double-check our systems and update those that need it. You may also need to be able to create effective new systems to accommodate other current clients. 

    The ideal candidate will need to keep all records up to date and in perfect order so that our whole system works without a glitch.  

  • 2 Days Ago

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Banking Services Specialist (Personal Banker)
  • Bank of the Orient
  • Oakland, CA FULL_TIME
  • Bank of the Orient is an independent Asian Community Bank that has proudly served the financial needs of multiple Bay Area communities for over 52 years. We are well known for our commitment to provid...
  • 4 Days Ago

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Machine Learning Engineer, Banking & Square Financial Services
  • Block
  • Oakland, CA FULL_TIME
  • Company DescriptionBlock is one company built from many blocks, all united by the same purpose of economic empowerment. The blocks that form our foundational teams — People, Finance, Counsel, Hardware...
  • 13 Days Ago

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Client Services Executive
  • Zenith American
  • Alameda, CA OTHER
  • Title: Client Services Executive Department: Client Services Position Type: Exempt Hours per Week: 40 Position Summary The Client Services Executive executes relationship management activities for ass...
  • 20 Days Ago

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Client Services Specialist
  • Roots Community Health Center
  • Oakland, CA FULL_TIME
  • Position Summary: The Client Services Specialist is the first point of contact for prospective clients. This position requires direct communication with clients to help determine eligibility or need f...
  • 8 Days Ago

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Client Services Intern
  • Synergy Global Housing, LLC
  • San Ramon, CA INTERN
  • SUMMARY: Responsible for providing administrative and clerical support to the client services team.REPRESENTATIVE DUTIES: (Employee may perform any combination of the essential functions shown below. ...
  • 16 Days Ago

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0 Client Services Representative (Banking) jobs found in Oakland, CA area

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Client Service Representative (Entry Level)
  • Knox Attorney Services
  • San Jose, CA
  • Company Description Knox Attorney Service has been in business for more than 50 years as a provider of litigation suppor...
  • 3/29/2024 12:00:00 AM

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Client Services Representative
  • Bank of San Francisco
  • San Francisco, CA
  • POSITION OVERVIEW Under general supervision, this position is responsible for providing exceptional client service while...
  • 3/28/2024 12:00:00 AM

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Client Services Representative
  • State Bank of India (California)
  • Sunnyvale, CA
  • Job Description Job Description Our new Sunnyvale Branch is seeking a customer focused self-starter to assist our client...
  • 3/27/2024 12:00:00 AM

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Senior Client Services Associate
  • Accretive Wealth Management
  • San Ramon, CA
  • Job Description Job Description Job description Accretive Wealth Management is a fast-growing company and among the top ...
  • 3/27/2024 12:00:00 AM

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Client Service Associate/Administrative Assistant
  • APEX SECURITIES & ASSET MANAGEMENT
  • Brentwood, CA
  • Job Description Job Description Benefits: 401(k) matching Competitive salary Paid time off Profit sharing Providing prem...
  • 3/26/2024 12:00:00 AM

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Client Services Associate
  • Harrison Gray Search & Consulting
  • San Francisco, CA
  • Harrison Gray Search has partnered with a San Francisco-based private investment office seeking an Associate on their Cl...
  • 3/25/2024 12:00:00 AM

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Private Client Services Associate
  • AscendHire
  • San Jose, CA
  • Private Client Services Associate, Series 7 license required San Jose, CA **To be eligible for this position, you must r...
  • 3/25/2024 12:00:00 AM

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Client Service Associate/Administrative Assistant
  • APEX SECURITIES & ASSET MANAGEMENT
  • Brentwood, CA
  • Job Description Job Description Providing premium service to two financial advisors and their clientele in BRENTWOOD (no...
  • 3/25/2024 12:00:00 AM

Oakland is in the eastern region of the San Francisco Bay. In 1991 the City Hall tower was at 37°48′19″N 122°16′21″W / 37.805302°N 122.272539°W / 37.805302; -122.272539 (NAD83). (The building still exists, but like the rest of the Bay Area, it has shifted northwest perhaps 0.6 meters in the last twenty years.) The United States Census Bureau says the city's total area is 78.0 square miles (202 km2), including 55.8 square miles (145 km2) of land and 22.2 square miles (57 km2) (28.48 percent) of water. Oakland's highest point is near Grizzly Peak Blvd, east of Berkeley, just over 1,760 feet (...
Source: Wikipedia (as of 04/11/2019). Read more from Wikipedia
Income Estimation for Client Services Representative (Banking) jobs
$48,501 to $64,474
Oakland, California area prices
were up 4.5% from a year ago