2 jobs found

The Universal Banker is an entry level position responsible for the assistance in the execution of sales, products or service activities in coordination with the customer service team. The overall objective of this role is to foster relations with customers to build loyalty and to help increase sales to individual consumer clients. **Responsibilities:** + Assist in basic account opening for existing customer + Provide service delivery to internal/external customers to resolve account service issues + Execute financial transactions in accordance with bank policies and procedures + Refer opportunities to segment partners where appropriate + Create sales opportunities out of service transaction and resolve customer complaints/issues promptly and effectively + Support sales/service activities within the branch by participating in seminars, micromarketing events, promotional campaigns, product initiatives, etc. + Adhere to operational controls, including...

The Client Care Coordinator plays a key role in daily operations, caregiver scheduling, client support, and intake coordination. This role requires strong communication skills, attention to detail, and the ability to multitask in a fast-paced environment. Key Responsibilities * Coordinate and schedule caregivers for clients * Handle initial client intake calls and gather care needs * Communicate with clients, families, and caregivers * Assist with caregiver hiring, onboarding, and coordination * Manage schedule changes, call-outs, and coverage needs * Maintain accurate client and caregiver records * Support day-to-day operations and care coordination * Provide compassionate, professional customer service Qualifications * Fluent in English/Mandarin(Chinese) * Experience in home care, healthcare, caregiving, or scheduling preferred * Strong phone and communication skills * Organized, reliable, and detail-oriented * Comfortable handling sensitive client information * Able to multitask...