Top 1394 Senior client services Jobs in Orlando, Fl

Sr. Universal Banker Orlando/Lake Mary Branch
BankUnited, N. A. —Orlando, FL
- Mid-level
- Office
- High school diploma or GED
2d
Senior Fixed Income Specialist
Charles Schwab —Orlando, FL
- $28.85 - $44.71 an hour
- Hybrid work
- Office
- Bachelor's degree
- Experience equivalent to degree accepted
- Paid parental leave
- Employee stock purchase plan
4d
Sr Manager, Wealth Advisor - Schwab Wealth Advisory
Charles Schwab —Orlando, FL
- $140,000 - $190,000 a year
- Hybrid work
- Office
- Bachelor's degree
- Senior level
- Paid parental leave
- Employee stock purchase plan
4d
Administrator Home Health Operations
SimiTree Talent Solutions —Altamonte Springs, FL
- $150,000 - $175,000 a year
- Bachelor's degree
- Home Health
- Mentoring
- Health insurance
- Dental insurance
Quick Apply
Senior Implementation Consultant
ADP —Maitland, FL
- $69,300 - $129,200 a year
- Full-time
- PMP
- Military
- Continuous improvement
- Wellness program
- Disability insurance
9d
Senior Client Services Coordinator, Retail Services
Colliers International —Orlando, FL
- Full-time
- Marketing
- Writing skills
- Mid-level
Senior Specialist, Client Operations
The Bank of New York Mellon Corporation —Lake Mary, FL
- Full-time
- Office
- Business development
- Bachelor's degree
Vice President, Client Service Management - Pipeline
The Bank of New York Mellon Corporation —Lake Mary, FL
- $83,000 - $149,000 a year
- Full-time
- Office
- Business development
- Bachelor's degree
Executive Assistant & Office Manager
SimSpace Corporation —Orlando, FL
- $105,000 - $145,000 a year
- Full-time
- Hybrid work
- Spanish
- Microsoft Excel
- Microsoft Outlook
- Wellness program
- Health insurance
2d
Director, Conversion Services
Engage fi —Orlando, FL
- $170,000 - $230,000 a year
- Full-time
- Remote
- Analysis skills
- Bachelor's degree
- Mentoring
- Health savings account
- Paid holidays
12d
Senior Director, Customer Success (RapidScale)
Cox Communications —Orlando, FL
- $148,500 - $247,500 a year
- Full-time
- 7 years
- Bachelor of Science
- Bachelor's degree
- Paid jury duty
- Paid holidays
11d
Senior Client Services Specialist, Retail Services
Colliers International —Orlando, FL
- Full-time
- Microsoft Excel
- Marketing
- Research
- Opportunities for advancement
3d
Customer Support Manager
MAKE —Orlando, FL
- Remote
- Mid-level
- Office
- 4 years
- Relocation assistance
- Opportunities for advancement
Quick Apply
13d
Call Center Supervisor
IonTuition —Orlando, FL
- $50,000 a year
- Weekends as needed
- Remote
- Microsoft Excel
- Microsoft Outlook
- Mid-level
- Health insurance
- Dental insurance
Quick Apply
11d
Senior Specialist, Client Processing
The Bank of New York Mellon Corporation —Lake Mary, FL
- Full-time
- Office
- Bachelor's degree
- Experience equivalent to degree accepted
Senior Data Team Lead (Remote)
IQVIA —Orlando, FL
- $86,800 - $217,100 a year
- Full-time
- Remote
- 7 years
- Bachelor's degree
- Continuous improvement
- Health insurance
- Dental insurance
Talent Consultant
ADP —Maitland, FL
- $86,600 - $161,600 a year
- Full-time
- Hybrid work
- 7 years
- Bachelor of Science
- Mid-level
- Wellness program
- Disability insurance
4d
Account Manager
Andor Health —Orlando, FL
- $80,000 - $120,000 a year
- Full-time
- Senior level
- Communication skills
- Health insurance
- Dental insurance
Quick Apply
Vice President, Education Initiatives
Heart of Florida United Way —Orlando, FL
- From $102,000 a year
- Hybrid work
- Bilingual
- Background check
- Customer service
- Disability insurance
- Health insurance
Quick Apply
CCE INTAKE SPECIALIST
Area Agency On Aging Of Central Florida Inc-Senior Resource Alliance —Orlando, FL
- Background check
- Spanish
- Microsoft Excel
- Health insurance
- Dental insurance

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senior client services jobs near orlando, fl

Sr. Universal Banker Orlando/Lake Mary Branch

BankUnited, N. A. -
Orlando, FL

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Job Details

2 days ago

Qualifications

Handling large sums of money
High school diploma or GED

Full Job Description

Sign-on bonus of $1,000 to be paid after six months of continuous service.

SUMMARY: This role, which performs all transactions typically associated with both the Teller Line and Platform, focuses on 100% client satisfaction while maintaining operational soundness and achieving market, branch and personal goals.

ESSENTIAL DUTIES AND RESPONSIBILITIES include the following. Other duties and special projects may be assigned.

Receives checks and cash for deposit, verifies amount, and examines checks for endorsements.
Cashes checks and pays out money after verification of signatures and customer balances.
Enters customers' transactions into computer to record transactions, and issues computer generated receipts.
Places holds on accounts as appropriate.
Balances currency, coin, and checks in cash drawer at end of shift and compares totaled amounts with data displayed on computer screen.
Explains, promotes, refers, or sells Bank products or services such as accounts, loans and cashier's checks in the branch or via telemarketing. Meets or exceeds assigned goals.
Performs outbound calls and set appointments for Market Leader and/or Sales & Service Officer (Banking Center Manager or Assistant Manager in NY only) in accordance with market initiatives and/or branch goals. Contributes to meeting branch sales goals.
Cross-trains on the products and operational processes associated with the Platform and assists clients with related activities.
Opens and processes all types of accounts, products, and/or services for customers after consulting with them on their specific needs. Assists customers whenever possible. Refers customer to appropriate business line as needed to ensure customer needs are met.
Achieves individual referral goals for cross selling of all credit, non-credit and fee income goals.
Maintains knowledge of current products, policies, procedures and regulations as it relates to position.
Adheres to all current policies, procedures and regulations as it relates to position.
Processes transactions from automated teller machine and night depository.
Responds professionally to customer inquiries or problems.
Assists customers with safe deposit box transactions.
Fills in for Financial Specialist Leader when absent.
May order daily supply of cash and counts incoming cash.
Under dual control, balances cash in automated teller machines and night depository.
Adheres to and complies with applicable, federal and state laws, regulations and guidance, including those related to anti-money laundering (i.e. Bank Secrecy Act, US PATRIOT Act, etc.).
Adheres to Bank policies and procedures and completes required training.
Identifies and reports suspicious activity.

EDUCATION

HS Diploma or GED required

EXPERIENCE

Minimum of 2-3 years of cash handling experience (preferably Teller) required
Excellent customer service, sales, risk management and cash operations experience preferred
Must be fully trained in both Teller and Platform functions

Please be advised that new hires will be required to attend a two-week Retail Training Class from 9am - 5pm in either Miami Lakes or Boynton Beach. The Company may reimburse for mileage exceeding the distance of an employee's daily commute to his/her primary office for training. Additionally, for those traveling more than 60 miles each way may inquire about the details of hotel reimbursement.

Sign-on bonus of $1,000 to be paid after six months of continuous service.

ADDITIONAL INFORMATION

Candidates residing in locations within BankUnited's footprint may be given preference.

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Refine Your Search

senior client services jobs in orlando, fl

Sr. Universal Banker Orlando/Lake Mary Branch

Senior Fixed Income Specialist

Sr Manager, Wealth Advisor - Schwab Wealth Advisory

Administrator Home Health Operations

Senior Implementation Consultant

Senior Client Services Coordinator, Retail Services

Senior Specialist, Client Operations

Vice President, Client Service Management - Pipeline

Executive Assistant & Office Manager

Director, Conversion Services

Senior Director, Customer Success (RapidScale)

Senior Client Services Specialist, Retail Services

Customer Support Manager

Call Center Supervisor

Senior Specialist, Client Processing

Senior Data Team Lead (Remote)

Talent Consultant

Account Manager

Vice President, Education Initiatives

CCE INTAKE SPECIALIST

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