512 customer relationship jobs at 246 companies in Atlanta, GA
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Customer Relationship Manager
Tampa or Albuquerque or Amarillo or Aurora or Asheville or Atlanta or United States or North Charleston or Daytona Beach or Chicago or Nashville or Doral or Jacksonville or Bartlett or Flowood or Indianapolis or Harrisburg or Henderson or Salt Lake City or Morrisville or Georgetown
FieldFull Time
DEX Imaging: Provides office imaging equipment and managed document solutions.
1+ YOERequires 1–2 years of sales experience or equivalent, strong client communication, relationship management, reporting, negotiation, and knowledge of word processing, spreadsheets, order processing, and contact management systems.
Word Processing software, Spreadsheet software, Order processing systems, Contact Management systems
Georgia Southwestern State University: Public university offering undergraduate and graduate degree programs.
1+ YOEBachelor's degree required; 1 year CRM support/administration experience; proficiency with TargetX and Salesforce, data management, reporting/dashboards, Microsoft Office, training, and CRM workflows/automation.
TargetX, Salesforce CRM, Salesforce.com, Microsoft Office
Capital Sales - Customer Relationship Manager - Capital
Buffalo or Boston or Miami or San Francisco or Detroit or Dallas or Los Angeles or Chicago or Las Vegas or New York or Houston or Atlanta
$62k-$74k/yrOnsiteFull Time
ACVNASDAQ: ACVA: Provides a digital marketplace for wholesale vehicle auction transactions.
2+ YOE2+ years in finance services,5+ years in customer service/sales; bachelor’s preferred; automotive experience desired; strong communication, sales, portfolio management and risk mitigation skills; CRM and analytics experience required.
Alpharetta or Gilbert or Chicago or Sandy or Tampa or New Jersey or Illinois or California
$65k-$110k/yrOnsiteFull Time
Morgan StanleyNYSE: MS: Global financial services firm providing investment and wealth management.
1+ YOERequires 1–2 years of client service experience in financial services and active Series 7 and Series 63 licenses. Strong communication, organization, problem-solving, and client relationship skills required.
Bank OZKNASDAQ: OZK: Provides regional commercial banking and diverse financial services.
1+ YOEBuild customer relationships, assess financial needs, open and service deposit accounts, process transactions, and refer customers to business partners. High school diploma and 1+ year customer-facing experience preferred; basic personal finance knowledge required.
Regions BankNYSE: RF: Provides retail, commercial banking, wealth management, and mortgage services.
High school diploma or GED; customer-facing communication, cash handling, computer use, extended standing and ability to lift 20 pounds required. Saturday availability required; one year of relevant experience preferred.
Relationship Banker - East Marietta Financial Center
Marietta, Georgia, United States
OnsiteFull Time
Bank of AmericaNYSE: BAC: Provides global banking, investing, and financial risk management services.
Strong client service, communication, critical thinking, problem-solving, relationship-building, and adaptability skills; high school diploma/GED required. Sales and cash-handling experience preferred.
Bank OZKNASDAQ: OZK: A regional bank providing retail and commercial financial services.
1+ YOEHigh school diploma or equivalent, 1+ year of customer-facing service experience, personal finance knowledge, communication and critical thinking skills, and familiarity with banking products preferred.
Alpharetta or Sandy or Gilbert or Tampa or Chicago or United States
$65k-$110k/yrOnsiteFull Time
Morgan StanleyNYSE: MS: Provides global investment banking, wealth management, and advisory services.
1+ YOERequires 1–2 years of financial-services client service experience, active Series 7 and Series 63 licenses, strong communication and organizational skills, and the ability to resolve issues and manage high-volume interactions.
Wells FargoNYSE: WFC: Global provider of banking, investment, and mortgage financial services.
2+ YOERequires 2+ years customer service, 1+ year customer needs assessment or issue resolution, and 1+ year relationship-building experience. FINRA licenses, state insurance license, SAFE registration, and financial services experience are required or preferred.
VyStar: Member-owned credit union providing banking and lending services.
High school diploma or GED required; associate's degree preferred. Preferred experience in sales or customer service, ideally at a financial institution. Requires communication, transaction processing, critical thinking, and Microsoft Office proficiency.
Yamaha MotorTokyo Stock Exchange: 7272: Produces motorcycles, marine products, and other motorized vehicles globally.
3+ YOEBachelor's degree preferred; 3+ years in commercial finance, leasing, inventory finance, credit underwriting, sales, or business development; strong systems, Microsoft Office, communication, and customer relationship skills.
Odessa, YDS, HighGear, Workflow, DocuSign, GRM, Solifi, Microsoft Office, Microsoft Excel, Microsoft Word, Microsoft PowerPoint
Capital OneNYSE: COF: A diversified financial services providing banking and credit products.
1+ YOEHigh school diploma, GED, or equivalent plus 1+ year in financial services or business-to-business sales. Preferred: business bachelor's degree and experience in auto finance, customer relations, or customer service.
Business Relationship Specialist - Service Business Customers
Atlanta, Georgia, United States
$19-$24/hrOnsiteFull Time
Atlanta Postal Credit Union: Provides banking and loan services to credit union members.
2+ YOEHigh school diploma or equivalent, 2 years consultative customer-service experience in banking/financial services, strong communication, 10-key and Microsoft Office skills, able to process business member transactions and open accounts.
Lido Advisors: Provides wealth management and financial planning for high-net-worth individuals.
1+ YOEBachelor’s degree; 1+ year of client support experience in an RIA or financial services industry or relevant internship; Series 65 or 66; Excel, Word, Outlook, Salesforce, and PowerPoint experience.
Microsoft Excel, Microsoft Word, Microsoft Outlook, Salesforce, Microsoft PowerPoint
Associate Relationship Strategist I - PNC Private Bank
Atlanta, Georgia, United States
OnsiteFull Time
PNC Financial ServicesNYSE: PNC: Provides banking, lending, and investment services to customers.
2+ YOEBachelor's degree and 2+ years relevant professional experience; skills in client relationship building, credit/products knowledge, financial analysis, and customer engagement.
Client Relationship Specialist - Atlanta, GA (Buckhead)
Atlanta, Georgia, United States
$24-$35/hrOnsiteFull Time
Charles SchwabNYSE: SCHW: Financial services, brokerage, and investment management provider.
1+ YOERequires at least one year of client-facing or customer service experience, strong attention to detail, active listening, collaboration, adaptability, coachability, and effective communication.
Fidelity Investments: Provides investment management, retirement planning, and brokerage services.
1+ YOERequires Series 7 and 66 licenses or ability to obtain Series 66, 1–3 years in financial services, customer service skills, financial market knowledge, planning ability, and strong communication and collaboration skills.
Bank of AmericaNYSE: BAC: Provides banking, investment, and financial risk management services.
Engage clients, process cash transactions, educate on self-service banking, meet sales goals, manage financial center traffic; high school diploma/GED, strong communication, adaptability, and customer focus required.