Client Services Representative (Banking), Sr. jobs in Vallejo, 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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Lead Technology Business Systems Consultant-Commercial Banking Client Insights
  • Wells Fargo
  • Concord, CA FULL_TIME
  • About this role:

    Wells Fargo is seeking a Lead Technology Business Systems Consultant in Commercial Banking as part of the Customer Relationship Management Enablement group. Learn more about the career areas and lines of business at wellsfargojobs.com .

    This position will be responsible for supporting Microsoft Power Platform thought leadership and design for a new platform leveraging multiple Microsoft products within the Commercial Banking sales enablement ecosystem including: Microsoft 365 suite, Microsoft 365 Copilot, MS Teams, MS Dynamics, MS Azure, MS Power Apps, MS Automate, & MS Power BI This is an opportunity to support new market leading products, working with your business and technology partners to align strategic business needs with value, support an agile execution, and drive adoption across multiple platforms.

    In this role, you will:
    • Lead detailed research on business requests to develop efficient and accurate human centric design requirements.
    • Partner with technology on Power Platform rapid design and development Proto Typing activities
    • Work with internal partners to gather a deep understanding of client's business needs to develop requirements for the implementation of Microsoft Business Applications
    • Design sustainable, value-generating solutions leveraging proven practices of Microsoft 365 Copilot, Teams & PowerApps implementations.
    • Perform fit/gap analysis between implemented Microsoft products listed above functionality and client requirements.
    • Design custom Power Apps and work with Power Automate
    • Stay up to date on new technologies and industry trends.
    Required Qualifications, US:
    • 5 years of Business Systems Data and Business Systems Designing experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education
    Desired Qualifications:
    • Persistence and drive to see new projects and processes through from ideation, through early adoption, and into mainstream use. While maintaining ability to understand sunk cost and move to new application quickly
    • Experience with of MS Azure, Model Driven Apps, Power Automate, Canvas Apps, Power BI, Dynamics Marketing 365
    • Experience with Commercial Banking - Middle Market Banking data dimensions and sales process.
    • Ability to work effectively with Developers, Testers, PMs, QAs, and BAs supporting development.
    Job Expectations: Employees support our focus on building strong customer relationships balanced with a strong risk mitigating and compliance-driven culture which firmly establishes those disciplines as critical to the success of our customers and company. They are accountable for execution of all applicable risk programs (Credit, Market, Financial Crimes, Operational, Regulatory Compliance), which includes effectively following and adhering to applicable Wells Fargo policies and procedures, appropriately fulfilling risk and compliance obligations, timely and effective escalation, and remediation of issues, and making sound risk decisions. There is emphasis on proactive monitoring, governance, risk identification and escalation, as well as making sound risk decisions commensurate with the business unit's risk appetite and all risk and compliance program requirements.

    Pay Range
    $96,600.00 - $206,100.00
    Benefits

    Wells Fargo provides all eligible full- and part-time employees with a comprehensive set of benefits designed to protect their physical and financial health and to help them make the most of their financial future. Visit Benefits - Wells Fargo Careers for an overview of the following benefit plans and programs offered to employees.
    • 401(k) Plan
    • Paid Time Off
    • Parental Leave
    • Critical Caregiving Leave
    • Discounts and Savings
    • Health Benefits
    • Commuter Benefits
    • Tuition Reimbursement
    • Scholarships for dependent children
    • Adoption Reimbursement
    Posting End Date:
    3 Feb 2024
    • Job posting may come down early due to volume of applicants.

    We Value Diversity

    At Wells Fargo, we believe in diversity, equity and inclusion in the workplace; accordingly, we welcome applications for employment from all qualified candidates, regardless of race, color, gender, national origin, religion, age, sexual orientation, gender identity, gender expression, genetic information, individuals with disabilities, pregnancy, marital status, status as a protected veteran or any other status protected by applicable law.

    Employees support our focus on building strong customer relationships balanced with a strong risk mitigating and compliance-driven culture which firmly establishes those disciplines as critical to the success of our customers and company. They are accountable for execution of all applicable risk programs (Credit, Market, Financial Crimes, Operational, Regulatory Compliance), which includes effectively following and adhering to applicable Wells Fargo policies and procedures, appropriately fulfilling risk and compliance obligations, timely and effective escalation and remediation of issues, and making sound risk decisions. There is emphasis on proactive monitoring, governance, risk identification and escalation, as well as making sound risk decisions commensurate with the business unit's risk appetite and all risk and compliance program requirements.

    Candidates applying to job openings posted in US: All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, status as a protected veteran, or any other legally protected characteristic.

    Applicants with Disabilities

    To request a medical accommodation during the application or interview process, visit Disability Inclusion at Wells Fargo .

    Drug and Alcohol Policy

    Wells Fargo maintains a drug free workplace. Please see our Drug and Alcohol Policy to learn more.
  • Just Posted

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Client Service Representative
  • Vicar Operating, Inc. dba VCA
  • Benicia, CA FULL_TIME
  • Client Service Representative We are seeking an experienced Client Service Representative to join our team. At VCA Animal Hospitals, we take our mission statement – your pet’s health is our top priori...
  • 6 Days Ago

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Client Service Representative
  • VCA Animal Hospitals
  • Benicia, CA FULL_TIME
  • Client Service RepresentativeWe are seeking an experienced Client Service Representative to join our team.At VCA Animal Hospitals, we take our mission statement – your pet’s health is our top priority...
  • 8 Days Ago

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Sr. Capex & Services Buyer
  • C&H Sugar Company, Inc.
  • Crockett, CA FULL_TIME
  • ASR Group is the world's largest refiner and marketer of cane sugar, with an annual production capacity of more than 6 million tons of sugar. The company produces a full line of grocery, industrial, f...
  • 1 Month Ago

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Associate Director of Client Services (FT)
  • NBRC - North.Bay Regional Center
  • Napa, CA FULL_TIME
  • Associate Director of Client ServicesChildren and AdultsNapa/Solano CountiesCompany Overview:At North Bay Regional Center we believe that all people with developmental disabilities should have the sam...
  • 17 Days Ago

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Urgent care
  • HealthEcareers - Client
  • Fairfield, CA FULL_TIME
  • Sutter Medical Group (SMG) is seeking a BE / BC Urgent Care Physician to join our team in Fairfield, CA. Job Qualifications : BE / BC in Family Medicine or Emergency Medicine Urgent care experience pr...
  • 20 Days Ago

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

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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
  • Benicia, CA
  • Client Service Representative We are seeking an experienced Client Service Representative to join our team. At VCA Anima...
  • 4/23/2024 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 Service Representative
  • Solano-Napa Pet Emergency Clinic
  • Fairfield, CA
  • Description Position at Solano-Napa Pet Emergency Clinic Client Service Representative Reports To: Hospital Director Dep...
  • 4/22/2024 12:00:00 AM

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Client Service Representative - Relief
  • Solano-Napa Pet Emergency Clinic
  • Fairfield, CA
  • Description Position at Solano-Napa Pet Emergency Clinic Client Service Representative Reports To: Hospital Director Dep...
  • 4/22/2024 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...
  • 4/20/2024 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...
  • 4/20/2024 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...
  • 4/20/2024 12:00:00 AM

Vallejo (/vəˈleɪ(h)oʊ/ və-LAY-(h)oh; Spanish: [baˈʎexo]) is a waterfront city in Solano County, California, located in the North Bay subregion of the San Francisco Bay Area. Vallejo is geographically the closest North Bay city to the inner East Bay, so it is sometimes associated with that region. Its population was 115,942 at the 2010 census. It is the tenth most populous city in the San Francisco Bay Area, and the largest in Solano County. Vallejo sits on the northeastern shore of San Pablo Bay, 30 miles north of San Francisco, the northwestern shore of the Carquinez Strait and the southern e...
Source: Wikipedia (as of 04/11/2019). Read more from Wikipedia
Income Estimation for Client Services Representative (Banking), Sr. jobs
$53,082 to $67,274
Vallejo, California area prices
were up 2.5% 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