Client Services Representative (Banking), Sr. jobs in Oakland, 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)

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Client Coordinator
  • Maxim Healthcare Services
  • Emeryville, CA FULL_TIME
  • The Client Coordinator works with clients, patients and active caregivers to identify open shifts, availability, and coordinate schedules. The Client Coordinator understands the needs, requirements, and preferences of all client types (patients, facilities, referral sources, caregivers, and staff) and optimizes staffing ratios. Through daily interaction with clients and caregivers, the Client Coordinator builds relationships with clientele to foster additional business opportunities.

    Essential Duties and Responsibilities:
    • Builds relationships with Maxim clients and active caregivers to understand their scheduling needs, requirements, and preferences
    • Coordinates and confirms schedule with clients and active caregivers
    • Records caregivers’ correspondence, needs, availability, and schedule in system of record
    • Ensures all placements adhere to applicable compliance and contract requirements
    • Partners with Business Development Manager, Clinicians, Recruiters, and Field Support staff to debrief on staffing shortages, client satisfaction, and business development opportunities
    • Assists with other duties as needed
    Minimum Requirements:
    • High School degree or equivalent required, some completed college coursework preferred
    • One year work experience in a team environment
    • Must meet all federal, state, and local requirements
    • Proficiency in MS Office, Internet, and email
    • Must be energetic, highly motivated, and able to work in a fast-paced environment
    • Must be highly organized, detail oriented, and have exceptional planning and problem solving skills
    • Excellent verbal and written communication skills
    Wage/Salary Information:
    $22 - $25 per hour, plus $2000 annual bonus potential



    Benefits
    At Maxim Healthcare Services, we firmly believe that our employees are the heartbeat of our organization and we are happy to offer the following benefits:
    • Competitive pay & weekly paychecks
    • Health, dental, vision, and life insurance
    • 401(k) savings plan
    • Awards and recognition programs

    About Maxim Healthcare Services
    Maxim Healthcare Services has been making a difference in the lives of our patients, caregivers, employees and communities for more than 30 years. We offer private duty nursing, skilled nursing, physical rehabilitation, companion care, respite care and behavioral care for individuals with chronic and acute illnesses and disabilities. Our commitment to quality customer service, compassionate patient care, and filling critical healthcare needs makes us a trusted partner wherever care is needed.

    Maxim Healthcare Services is an equal opportunity/affirmative action employer. All qualified applicants will receive consideration for employment without regard to sex, gender identity, sexual orientation, race, color, religion, national origin, disability, protected Veteran status, age, or any other characteristic protected by law.


    "Pursuant to the San Francisco Fair Chance Initiative, Maxim Healthcare will consider for employment qualified applicants with arrest and conviction records"

  • 2 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...
  • 1 Month Ago

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Client Services Coordinator
  • GSC National Transportation, Inc.
  • Oakland, CA FULL_TIME
  • We are a well-established transportation company located in Oakland and are actively seeking a seasoned Client Services Coordinator to join our team. Your primary responsibility would involve efficien...
  • 17 Days Ago

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Client Services Coordinator
  • GSC National Transportation, Inc.
  • Oakland, CA FULL_TIME
  • We are a well-established transportation company located in Oakland and are actively seeking a seasoned Client Services Coordinator to join our team. Your primary responsibility would involve efficien...
  • 17 Days Ago

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Client Services Coordinator
  • Omatochi Corp
  • Dublin, CA FULL_TIME
  • Client Services Coordinator. Who Are We Seeking? An exceptional individual to join our team who embodies a unique blend of skills and qualities that define the essence of caregiving excellence. With a...
  • 3 Days Ago

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Client Services Banker I
  • Heritage Bank of Commerce
  • Walnut Creek, CA FULL_TIME
  • Job Code: HBC 24-32 (on-site)Job Summary:The Client Services Banker I role is the employee in the branch who is primarily responsible for opening new accounts, handling customers' depository transacti...
  • 6 Days Ago

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

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Client Service Representative
  • VCA Animal Hospitals
  • Oakland, CA
  • At **VCA Bay Area Animal Hospital** , we take our mission statement your pets health is our top priority and excellent s...
  • 4/26/2024 12:00:00 AM

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Work From Home Client Relations Representative
  • Indi Staffing Services
  • San Francisco, CA
  • Recognized as the leading software development company in the Americas, our client offers 100% remote modality and an ex...
  • 4/25/2024 12:00:00 AM

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Client Services Associate
  • Evolve Talent Partners
  • Redwood City, CA
  • Client Service Associate Wealth Management Firm Redwood City, California Established wealth management firm is seeking a...
  • 4/25/2024 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...
  • 4/25/2024 12:00:00 AM

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Client Service Representative
  • Eastlouisvilleanimalhospital
  • Fairfield, CA
  • Create change in the veterinary community Are you passionate about improving the lives of all people and pets? So are we...
  • 4/24/2024 12:00:00 AM

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Client Service Representative
  • VCA Animal Hospitals
  • San Leandro, CA
  • VCA Bay Area Veterinary Specialists, a large 24 hour emergency/multi-specialty veterinary practice in San Leandro, Calif...
  • 4/23/2024 12:00:00 AM

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Client Services Representative
  • Irvine Technology Corporation
  • Redwood City, CA
  • Customer Service Manager (Onsite)Customer Service Manager (Onsite)We have an immediate need for a direct hire Customer S...
  • 4/23/2024 12:00:00 AM

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Client Services Representative
  • Irvine Technology Corporation
  • Redwood City, CA
  • Client Services Representative (Onsite) We have an immediate need for a direct hire Customer Service Manager to join a b...
  • 4/22/2024 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), Sr. jobs
$57,565 to $72,955
Oakland, California area prices
were up 4.5% from a year ago

Client Services Representative (Banking), Sr. in Galveston, TX
As a Client Service Representative, you’ll deliver a personalized, caring experience for our clients in the financial centers and get to know them and understand their life priorities as you provide their financial services.From day one, you’ll receive training from our award-winning Academy at Bank of America, including hands-on practice, personalized coaching and dedicated support throughout your on-boarding experience.
December 02, 2019
Client Services Representative (Banking), Sr. in Orange, CA
We stand by our clients each and every day giving them the power to realize their personal financial goals and help make their financial lives better.
November 29, 2019
Client Services Representative (Banking), Sr. in Anderson, IN
We always put our clients first to meet their evolving needs.
February 12, 2020