Account Services Representative provides superior customer service to account holders by responding to questions about their account and processing transactions and fills in as teller as needed. May process account openings, closings, and distributions following standard procedures and regulations. Being an Account Services Representative resolves customer issues and escalates complex cases to the appropriate bank staff. Knowledgeable about bank products and services. Additionally, Account Services Representative identifies cross-selling opportunities as appropriate, and may refer customers to other bank resources. Requires a high school diploma or equivalent. Typically reports to a manager. The Account Services Representative works under moderate supervision. Gaining or has attained full proficiency in a specific area of discipline. To be an Account Services Representative typically requires 1-3 years of related experience. (Copyright 2024 Salary.com)
Job Description
Summary : Manage targeted customer accounts and exercise significant discretion and independent judgement to make tactical and strategic decisions regarding those accounts.
This includes customer demand management, order management, finished goods inventory control, expediting shipments, and all communications between customers and various internal personnel.
Key Accountabilities :
Skills & Requirements
Education and Experience :
Skills, Abilities, and Competencies
Qualifications
Last updated : 2024-04-23
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