This role is key in ensuring a seamless client experience across a range of financial services ... Support the Director of Private Banking and Consumer Lending with various strategic and operational ...
This role is key in ensuring a seamless client experience across a range of financial services ... Support the Director of Private Banking and Consumer Lending with various strategic and operational ...
Director-Wealth & Retirement Development
Wichita, KS · On-site
$150 - $200/hr
Director-Wealth & Retirement Development Job Category : Management Requisition Number : DIREC003357 ... Establish a performance-driven culture that balances growth, client experience, accountability, and ...
Director-Wealth & Retirement Development
Wichita, KS · On-site
$150 - $200/hr
Director-Wealth & Retirement Development Job Category : Management Requisition Number : DIREC003357 ... Establish a performance-driven culture that balances growth, client experience, accountability, and ...
Director-Wealth & Retirement Development
Wichita, KS · On-site
$150 - $200/hr
Director-Wealth & Retirement Development Job Category : Management Requisition Number : DIREC003357 ... Establish a performance-driven culture that balances growth, client experience, accountability, and ...
Director-Wealth & Retirement Development
Wichita, KS · On-site
$150 - $200/hr
Director-Wealth & Retirement Development Job Category : Management Requisition Number : DIREC003357 ... Establish a performance-driven culture that balances growth, client experience, accountability, and ...
Leadership Director
Overland Park, KS · On-site
We are seeking a high-performing Leadership Director who has built a successful financial advisory ... for client experience across the firm. This role is best suited for a leader who knows how to ...
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Leadership Director
Overland Park, KS · On-site
We are seeking a high-performing Leadership Director who has built a successful financial advisory ... for client experience across the firm. This role is best suited for a leader who knows how to ...
Leadership Director
Overland Park, KS · On-site
We are seeking a high-performing Leadership Director who has built a successful financial advisory ... for client experience across the firm. This role is best suited for a leader who knows how to ...
Leadership Director
Overland Park, KS · On-site
We are seeking a high-performing Leadership Director who has built a successful financial advisory ... for client experience across the firm. This role is best suited for a leader who knows how to ...
... directing daily service needs while interacting in a consultative and collaborative way to deliver a "best in class" client experience resulting in client retention and growth while building ...
... directing daily service needs while interacting in a consultative and collaborative way to deliver a "best in class" client experience resulting in client retention and growth while building ...
Personal Lines Department Director
KS · On-site
$42K - $57K/yr
We are looking for a Personal Lines Department Director to lead our service team, drive retention ... enhance the client experience What We're Looking For: * 7+ years in the insurance industry ...
Personal Lines Department Director
KS · On-site
$42K - $57K/yr
We are looking for a Personal Lines Department Director to lead our service team, drive retention ... enhance the client experience What We're Looking For: * 7+ years in the insurance industry ...
Commissioning Director, Mission Critical / Data Centers - Henderson Building Solutions
Lenexa, KS · On-site
The Director has responsibility for the performance of the practice, including building the team ... Client Experience * Maintains a national-level knowledge and presence across the mission critical ...
Commissioning Director, Mission Critical / Data Centers - Henderson Building Solutions
Lenexa, KS · On-site
The Director has responsibility for the performance of the practice, including building the team ... Client Experience * Maintains a national-level knowledge and presence across the mission critical ...
Client Services Specialist
Overland Park, KS · On-site
$16 - $21.25/hr
Create a GLAMOUR Experience for every customer. * Welcome all customers entering the store with the ... Attend a required number of Education classes (as directed by manager). * Ensure that store safety ...
Client Services Specialist
Overland Park, KS · On-site
$16 - $21.25/hr
Create a GLAMOUR Experience for every customer. * Welcome all customers entering the store with the ... Attend a required number of Education classes (as directed by manager). * Ensure that store safety ...
Client Services Specialist
Olathe, KS · On-site
$16.50 - $21.75/hr
Attend a required number of Education classes (as directed by manager). * Ensure that store safety ... Follow the client experience guidelines, as it applies to the position. About Beauty Brands: As a ...
Client Services Specialist
Olathe, KS · On-site
$16.50 - $21.75/hr
Attend a required number of Education classes (as directed by manager). * Ensure that store safety ... Follow the client experience guidelines, as it applies to the position. About Beauty Brands: As a ...
The Director is accountable for metrics demonstrating continuous improvement and efficiency in the client operational experience, for maturing platform and detection engineering processes, and for ...
New
The Director is accountable for metrics demonstrating continuous improvement and efficiency in the client operational experience, for maturing platform and detection engineering processes, and for ...
New
The Director is accountable for metrics demonstrating continuous improvement and efficiency in the client operational experience, for maturing platform and detection engineering processes, and for ...
New
The Director is accountable for metrics demonstrating continuous improvement and efficiency in the client operational experience, for maturing platform and detection engineering processes, and for ...
New
Job Summary: The Director of Wealth & Retirement Development is responsible for leading growth ... client experience, accountability, and collaboration across Wealth and Retirement teams. • Lead ...
Job Summary: The Director of Wealth & Retirement Development is responsible for leading growth ... client experience, accountability, and collaboration across Wealth and Retirement teams. • Lead ...
Client Services Specialist
Topeka, KS · On-site
$16 - $21.25/hr
Attend a required number of Education classes (as directed by manager). * Ensure that store safety ... Follow the client experience guidelines, as it applies to the position. About Beauty Brands: As a ...
Client Services Specialist
Topeka, KS · On-site
$16 - $21.25/hr
Attend a required number of Education classes (as directed by manager). * Ensure that store safety ... Follow the client experience guidelines, as it applies to the position. About Beauty Brands: As a ...
When you work as a Director, Key Accounts at KCAS Bio, you get to further our mission by partnering ... Partner with Program Management and Operations to support the overall client experience and ensure ...
When you work as a Director, Key Accounts at KCAS Bio, you get to further our mission by partnering ... Partner with Program Management and Operations to support the overall client experience and ensure ...
Job Summary: The Director of Wealth & Retirement Development is responsible for leading growth ... client experience, accountability, and collaboration across Wealth and Retirement teams. • Lead ...
Job Summary: The Director of Wealth & Retirement Development is responsible for leading growth ... client experience, accountability, and collaboration across Wealth and Retirement teams. • Lead ...
Job Type Full-time Description The Director, Substations is responsible for the execution ... Client Relationships & Delivery Oversight • Ensure consistent client experience through ...
Job Type Full-time Description The Director, Substations is responsible for the execution ... Client Relationships & Delivery Oversight • Ensure consistent client experience through ...
Electrical Site Observation Specialist - Anonymous Client
Lenexa, KS · On-site
$17.50 - $21.75/hr
... and client experience. With a vision to build a better world, Team Henderson has a people-first ... Project Director Position Summary The employee performs job site observations of Electrical systems ...
Electrical Site Observation Specialist - Anonymous Client
Lenexa, KS · On-site
$17.50 - $21.75/hr
... and client experience. With a vision to build a better world, Team Henderson has a people-first ... Project Director Position Summary The employee performs job site observations of Electrical systems ...
Client Services Specialist
Olathe, KS · On-site
$16.50 - $21.75/hr
Attend a required number of Education classes (as directed by manager). * Ensure that store safety ... Follow the client experience guidelines, as it applies to the position. About Beauty Brands: As a ...
Client Services Specialist
Olathe, KS · On-site
$16.50 - $21.75/hr
Attend a required number of Education classes (as directed by manager). * Ensure that store safety ... Follow the client experience guidelines, as it applies to the position. About Beauty Brands: As a ...
Client Services Specialist
Overland Park, KS · On-site
$16 - $21.25/hr
Attend a required number of Education classes (as directed by manager). * Ensure that store safety ... Follow the client experience guidelines, as it applies to the position. About Beauty Brands: As a ...
Client Services Specialist
Overland Park, KS · On-site
$16 - $21.25/hr
Attend a required number of Education classes (as directed by manager). * Ensure that store safety ... Follow the client experience guidelines, as it applies to the position. About Beauty Brands: As a ...
Director Client Experience information
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Re-posted 11 days ago
Job description
Description
Job Overview: This role is key in ensuring a seamless client experience across a range of financial services, including onboarding, loan processing, account maintenance, and compliance support. The ideal candidate will thrive in a fast-paced, client-centric environment and bring a strong understanding of both high-net-worth private banking and retail lending services.
The candidate for this position will be responsible for:
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Serving as the primary operational liaison for a portfolio of high-net-worth clients.
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Providing administrative and client support to Private Banking Officers.
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Assisting with client onboarding, including gathering KYC documentation and account/loan setup.
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Processing financial transactions, including account transfers, wire transfers, loan disbursements, deposits, and investment instructions ensuring accuracy, regulatory compliance, and timely execution during both normal business hours and after-hours operations.
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Collaborating with Advisors, Commercial Banking, Treasury Management, Mortgage and Retail Banking teams to deliver integrated financial solutions and service.
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Support the Director of Private Banking and Consumer Lending with various strategic and operational projects.
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Analyzing and resolving complex client service matters by interpreting bank policies and procedures, recommending appropriate exceptions, solutions, and servicing strategies based on client needs while exercising sound judgment and independent decision-making.
Requirements for the position include:
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2+ years of experience in banking
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Knowledge of banking products and consumer loan services
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Strong understanding of regulatory requirements and risk management practices.
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Exceptional organizational and multitasking skills
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Professional level written, verbal and attention to detail skills
Preferred qualifications for this position include:
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2+ years of experience in banking in private banking, wealth management, or consumer lending.
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Bachelor's degree in a related field
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Proficiency in Microsoft Office Suite; experience with CRM and loan/banking systems.
EEO/Veterans/Disabled
Equal Opportunity Employer/Protected Veterans/Individuals with Disabilities
This employer is required to notify all applicants of their rights pursuant to federal employment laws. For further information, please review the Know Your Rights (https://www.eeoc.gov/poster) notice from the Department of Labor.