Account Services Representative, Sr. 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, Sr. resolves customer issues and escalates complex cases to the appropriate bank staff. Knowledgeable about bank products and services. Additionally, Account Services Representative, Sr. 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, Sr. works independently within established procedures associated with the specific job function. Has gained proficiency in multiple competencies relevant to the job. To be an Account Services Representative, Sr. typically requires 3-5 years of related experience. (Copyright 2024 Salary.com)
The Cason Group serves insurance professionals by delivering creative sales and service solutions that exceed expectations through Group Benefits, Individual Medical, and Financial Services.
Job Title: Associate Account Services Representative
Division: Group Services
Location: Columbia, SC
Type: Full-Time; May be eligible for hybrid work schedule after successful completion of training
Hiring Range: $36,000 - $40,000 annual salary
Commitment: Two-Year Commitment to The Cason Group
Our Account Services Team works with Advisors and their clients to update qualifying changes of insurance, investigate claims and appeals, and resolve concerns.
As an Associate Account Services Representative, you will add value to Advisors relationships with The Cason Group by providing solutions, solving problems, and proactively anticipating advisors and their clients needs.
What Our Associate Account Services Reps Do:
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0 Account Services Representative, Sr. jobs found in Columbia, SC area