Client Services Representative (Banking), Sr. jobs in Long Beach, CA
Client Services Representative (Banking), Sr. 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), Sr. 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), Sr. requires a high school diploma. Typically reports to a supervisor. The Client Services Representative (Banking), Sr. works independently within established procedures associated with the specific job function. Has gained proficiency in multiple competencies relevant to the job. To be a Client Services Representative (Banking), Sr. typically requires 3-5 years of related experience. (Copyright 2024 Salary.com)
Recently Added Client Services Representative (Banking), Sr. jobs
- Sumitomo Mitsui Banking Corporation (SMBC)
-
Torrance, CA
FULL_TIME
-
ABOUT THE ORGANIZATION
SMBC MANUBANK was formed by a group of banking entrepreneurs in June 1962. Our scope is to serve the specialized needs of California middle-market businesses, manufacturers, wholesalers, distributors, importers, exporters, and service companies, including small businesses and professionals.The anticipated salary range for this role is between $126,000.00and $155,000.00. The specific salary offered to an applicant will be based on their individual qualifications, experiences, and an analysis of the current compensation paid in their geography and the market for similar roles at the time of hire. The role may also be eligible for an annual discretionary incentive award. In addition to cash compensation, SMBC offers a competitive portfolio of benefits to its employees.
Our mission is to be "the bank of choice" for middle market and professional service companies by establishing long term customer relationships and loyalty, providing superior products and services through a core of highly skilled and seasoned bankers.
To achieve our mission to be the 'bank of choice' for middle market and professional services companies, we are focused on our vision to be the premier California regional business bank that can provide the sophistication and expertise of a larger institution with the personal 'high touch' services of a smaller bank.
Specialties:Commercial Loans and Lines of Credit, Asset-Based Financing, SBA Loans, and Specialized Financing, Real Estate Loans, Cash Management Services, International Services
General Summary:The Senior Relationship Manager (RM) position is an integral component of the South Bay region, with a key focus on deposit growth products with new and existing client relationships and lower middle market prospects for deposit generation, business and consumer loans, treasury management and international bank services.
Principal Duties and Responsibilities:- Assists the Area Manager in implementing the sales culture and functions as account manager for selected deposit relationships to ensure relationship profitability and customer service levels are maintained.
- Strives to achieve targeted goals for the retention of existing accounts and growth of deposit balances as established.
- Ensures resolution of customer inquiries, complaints and issues.
- Assists Area Manager in providing proper training to non-officer staff so that a high level or morale is maintained and a proactive sales process is implemented.
- Responsible for partial Area goals with respect to all facets of operation including deposits, fee income and loan goals.
- Performs other related duties/projects as assigned.
- Bachelor's degree in business related field or equivalent related banking experience.
- 5 to 7 years' inthe sales capacity is strongly preferred.
- A record of success in sales generation (deposits, loans fee income) is required.
- Knowledge of credit underwriting in the lower middle market is preferred, though not necessarily acquired through direct lending experience.
- Strong verbal andwritten communication.
- Excellent interpersonal skills and ability to interface in an effective andprofessional manner with customers and all levels of Bank personnel.
- Must be high energy,self-motivated and have a desire to succeed based on own efforts.
- Basic knowledge of Banksystems.
- PC skills such as Word and Excel.
Position Specifications:Education:
College degree or equivalent experience.Experience:
* Minimum of 7 years of banking sales experience
* Minimum of 5 years' experience in a Business Banking Relationship Management role
* Minimum of 2 years' experience in deposit acquisition. Fiduciary, Trust & Estate experience is preferred but not required.
* Proven ability to develop and manage large and complex new business relationships.
* Proficient computer skills using Microsoft Word, Excel, and Outlook.
* Proven track record of prospecting new business and enhancing existing relationships.
* Excellent organizational skills and the ability to manage, prioritize, work under pressure, and meet tight deadlines.EOE STATEMENT
We are an equal employment opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, gender, national origin, disability status, protected veteran status or any other characteristic protected by law.CCPA DISCLOSURE
Personal Information Collection Notice: This notice contains information under the California Consumer Privacy Act (CCPA) about the categories of personal information (PI) of California residents that SMBC MANUBANK collects and the business or commercial purpose(s) for which the PI may be used. We do not sell PI. More information about our collection and use of PI may be found in our CCPA Privacy Policy at https://www.manufacturersbank.com/CCPA-Privacy. Persons with disabilities may contact our Customer Contact Center toll-free at (877) 560-9812 to request the information in this Notice in an alternative format. - 16 Days Ago
- Sumitomo Mitsui Banking Corporation (SMBC)
-
Torrance, CA
FULL_TIME
- ABOUT THE ORGANIZATIONSMBC MANUBANK was formed by a group of banking entrepreneurs in June 1962. Our scope is to serve the specialized needs of California middle-market businesses, manufacturers, whol...
- 16 Days Ago
- First Bank
-
Torrance, CA
FULL_TIME
- Position Details SUMMARY With limited supervision, assists commercial lenders in processing loans and servicing customers by performing the following duties. ESSENTIAL DUTIES AND RESPONSIBILITIES incl...
- 7 Days Ago
- ChildNet Youth and Family Services
-
Long Beach, CA
FULL_TIME
- ChildNet Youth and Family Services, Inc. is currently recruiting for a Client Support Services Worker for our Behavioral Health Services program located in Long Beach, CA. Behavioral Health Services (...
- 1 Day Ago
- ACCESS South Bay
-
Torrance, CA
FULL_TIME
- ACCESS (Advanced Critical Care, Emergency & Specialty Services) South Bay is hiring Client Care Coordinators to join our team! *Experience in the veterinary or healthcare field required* Come join ACC...
- 20 Days Ago
- VCA Animal Hospitals
-
Hermosa Beach, CA
FULL_TIME
- VCA Coast Animal Hospital is seeking an experienced Customer Service representative with previous animal hospital experience to join our team.The successful candidate will be a believer in the possibi...
- 23 Days Ago
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0 Client Services Representative (Banking), Sr. jobs found in Long Beach, CA area
- Dynamic Branding Inc
-
Long Beach, CA
- Position: Client Service Representative Location: Onsite in CA Salary: Weekly Pay Retail Experience Preferred / Cashier ...
- 4/26/2024 12:00:00 AM
- Healthpointe
-
La Mirada, CA
- Position title Client Service Representative Description **JOB SUMMARY:** Provides customer service support and maintena...
- 4/26/2024 12:00:00 AM
- VCA Animal Hospitals
-
Granada Hills, CA
- We are seeking a Client Service Representative to join our team. At VCA Chatoak Animal Hospital, we take our mission sta...
- 4/26/2024 12:00:00 AM
- Olson Superior Plumbing
-
Lake Forest, CA
- Job Description Job Description JOB DESCRIPTION Olson Superior Plumbing is in search of an experienced and driven Client...
- 4/26/2024 12:00:00 AM
- Solugenix
-
Seal Beach, CA
- Client Services Associate Seal Beach, CA Onsite - 7:00am - 4:00pm (100% onsite role) Direct Hire (Salaried Role) We have...
- 4/26/2024 12:00:00 AM
- California Medical Pharmacy
-
Los Angeles, CA
- Job Description Job Description Bilingual English/Spanish fulltime client service rep in our medical equipment departmen...
- 4/23/2024 12:00:00 AM
- Golden West Packaging Group
-
City of Industry, CA
- Who is Golden West Packaging Group? We are a leading West Coast mill-independent specialty packaging and printing busine...
- 4/22/2024 12:00:00 AM
- Pointwealth Management
-
Los Angeles, CA
- Job Description Job Description This position is for an client service associate/manager (series 7 licensed or unlicense...
- 4/22/2024 12:00:00 AM
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