- Working knowledge of the SVB Go platform
- Inbound call center experience
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Commercial Banking Client Representative
6 days ago
U.S. Bank National Association Tempe, United StatesAt U.S. Bank, we're on a journey to do our best. Helping the customers and businesses we serve to make better and smarter financial decisions and enabling the communities we support to grow and succeed. We believe it takes all of us to bring our shared ambition to life, and each ...
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Branch Banking Client Consultant I-Float
3 days ago
Flagstar Bank Phoenix, United StatesA Branch Banking-Client Consultant I - Float travels between assigned branches in order to provide customers with high quality, prompt, and professional financial services. Responsible for interacting with clients and providing exceptional service by greeting them as they enter o ...
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First Citizens Bank Two Story, United States Full timeOverview: Forever Strong. What sets First Citizens apart? Strong leadership, enduring values and a commitment to helping people and businesses prosper. · This position is responsible for building and expanding Community Association Banking relationships. . You will serve as a tru ...
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Personal Banker I
2 days ago
BOK Financial Phoenix, United StatesReq ID: 75028 · Location: Phoenix -PHOE · Areas of Interest: Consumer Banking; Sales; Teller · Pay Transparency Salary Range: Not Available · Application Deadline: 06/08/2024 · BOK Financial Corporation Group includes BOKF, NA; BOK Financial Securities, Inc. and BOK Financial Pri ...
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Western Alliance Bank Phoenix, United StatesJob Title: · AVP - Commercial Underwriting · - Affordable Housing · **Location**: · Biltmore · What you'll do: · Responsible for providing market, financial, and trend analysis for the delivery of the Banks Affordable Housing Investments products and services to clients and prosp ...
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Customer Service Representative I
1 day ago
First Citizens Bank. Phoenix, United States**Overview** · Job Summary: · - Serves as an initial point of contact on banking inquiries and concerns. · - Provides support for existing and prospective clients via inbound telephone calls and live chat. · - Resolves concerns on retail, commercial, and online banking as well as ...
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Portfolio Manager
6 days ago
Tekrek Solutions Inc Phoenix, United StatesBank-forced closures initiated by the first line of defence (FLOD), the second line of defence (SLOD), and compliance · - Service disablement related to accounts closed through the dormant process · - Account closures resulting from compromised activity · - Client-initiated accou ...
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Client Service Associate/teller
6 days ago
National Bank of Arizona Phoenix, United StatesAt National Bank of Arizona, we're a community of professionals with relationships at our core. We strive to promote an engaging environment with accessible leadership and on-going employee development. National Bank of Arizona was founded on the premise of building local relatio ...
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Branch Banking-assistant Leader
6 days ago
Flagstar Bank Phoenix, United StatesPosition Title · Branch Banking-Assistant Leader · Location · Biltmore Phoenix, AZ) · Job Summary · The Branch Banking Assistant Leader drives branch revenue growth, operational integrity, and client experience excellence, with a focus on reputational success in the community. · ...
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Regional Operations/sales Support Manager
4 days ago
Bell Bank Phoenix, United States**Regional Operations-Sales Support Manager** · If you love sales and are passionate about helping others purchase their dream home, consider a career with Bell Bank's mortgage team. You will work with colleagues in a first class culture that provides a family atmosphere, enjoy g ...
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Portfolio Service Advisor
6 days ago
Veear Projects Phoenix, United States**Job Summary**: · The Portfolio Service Advisor (PSA) is an integral part of a production team responsible for supporting internal business partners in offboarding clients. A PSA I work alongside a large team across multiple regions and through an array of different systems. Cen ...
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Call Center Banker
6 days ago
Simplelogix Phoenix, United States**Responsibilities**: · Works with clients to build and deepen relationships by uncovering financial needs and recommending the best products, services, and solutions to meet those needs · Responds to customer inquiries and concerns, creating customized solutions · Sells and fulf ...
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Call Center Banker
6 days ago
QntmLogic, LLC. Phoenix, United States**Responsibilities**: · - Works with clients to build and deepen relationships by uncovering financial needs and recommending the best products, services, and solutions to meet those needs · - Responds to customer inquiries and concerns, creating customized solutions · - Sells an ...
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Commercial Portfolio Manager
1 day ago
National Bank of Arizona Phoenix, United StatesAt National Bank of Arizona, we're a community of professionals with relationships at our core. We strive to promote an engaging environment with accessible leadership and on-going employee development. National Bank of Arizona was founded on the premise of building local relatio ...
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Marketing Specialist
6 days ago
Bell Insurance Phoenix, United States**Marketing Specialist** · If you like to work with people in a family atmosphere, enjoy great benefits and provide unequaled personal service to every customer, consider a career with Bell Bank. · **Company Information**: · Bell Bank was founded in 1966 and headquartered in Farg ...
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Training Development Specialist
6 days ago
City National Bank Phoenix, United StatesOverview: · **FRAUD TRAINING DEVELOPMENT SPECIALIST** · **WHAT IS THE OPPORTUNITY?** · - Responsible for the development and implementation of training programs. This role will create and deliver live fraud-related training materials for clients and all levels of colleagues acros ...
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Fraud Investigator
5 days ago
Tekrek Solutions Inc Phoenix, United StatesAs a Fraud Analyst I, you will be responsible for researching and analyzing high-risk transactions across payment channels to identify indications of potential fraud. This incumbent will effectively respond to fraudulent events to minimize loss and promote recovery. As the Fraud ...
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Call Center Representative
6 days ago
Click Formula Phoenix, United States**Required Qualifications**: · - Displays passion, commitment and drive to deliver an experience that improves our clients' financial lives · - **Has a commitment to teamwork and the flexibility to work the schedule, including weekends and holidays**: · - Has the ability to engag ...
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Client Associate
3 days ago
UBS Phoenix, United StatesUnited States - Arizona · - Business management, administration and support · - Global Wealth Management · **Job Reference #** · BR · **City** · - Phoenix · **Job Type** · - Full Time · **Your role** · - Are you truly service oriented? Do you know how to take care of people? · - ...
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Treasury Management Officer Ii
4 days ago
PNC Financial Services Group Phoenix, United StatesJob Profile · Position Overview · At PNC, our people are our greatest differentiator and competitive advantage in the markets we serve. We are all united in delivering the best experience for our customers. We work together each day to foster an inclusive workplace culture where ...
Remote role as a Bank Operations Support with banking client - Phoenix, United States - Varite
Description
Qualifications:
100% Remote, candidates must be local to Phoenix office. Additional information, i.e. schedule, etc. included in Responsibilities.
Qualifications:
High School Diploma or GED and 2 years of experience in Financial Services or Operations Support OR N/A and N/A years of experience in Financial Services or Operations Support
Preferred Qualifications:
Responsibilities:
Overview:
This position provides advanced operational support for a business unit in the execution of daily activities in support of the SVB Go platform.
Responsibilities:
Service - Answers inbound communications to service accounts, fulfill requests, or address issues. Determines target needs and provides resolution while maintaining a high standard of service. Identifies appropriate course of action for more complex issues or disputes.
Operational Support - Performs various operational tasks that occur during customer, vendor, and associate inquiries. Streamlines the workflow for other associates within the business unit through operational activities. Identifies and communicates process inefficiencies. May offer recommendations for process improvements.
Documentation - Handles standard documentation associated with daily activities, which may include processing, reviewing, or distributing materials. Maintains and updates department records either physically or within a system.
Business Proficiency - Provides knowledge in area of work.
Reviews and maintains knowledge of any laws, regulations, and policies that affect specific job duties to produce work that is accurate, efficient, and compliant.
Utilizes product, system, or process familiarity to resolve problems and handle customer requests. May offer guidance and direction to less experienced specialists through knowledge in area of work.