Account Services Representative, Sr. jobs in Jamestown, NY
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)
Recently Added Account Services Representative, Sr. jobs
Financial Services Representative - Huntersville, NC
- Fidelity Brokerage Services LLC
-
Birkdale Commons Pkwy, PA
FULL_TIME
- Job Description: Financial Services Representative Have a passion for helping people? Join our team of Financial Services Representative where you’ll have dedicated time to focus on growth and career development, while you support our customers taking inbound calls while preparing for a future as the official face of Fidelity in our Investor Centers. Supercharge your early planning and advice career at Fidelity with paid training to help you get your Series 7 & 66 licenses, personalized support, knowledgeable career guides, and celebration of your achievements, while building skills and experiences. During your onboarding experience in this role, you’ll support Fidelity’s customers over the phone by answering questions about account balances, making withdrawals, transferring funds, identifying resources, and placing trades, while working from home and spending one day per week in the Investor Center. Upon completion of this onboarding experience, you will work in the Investor Center on a daily basis. What to expect… In your first year as a new Financial Services Representatives, your onboarding leader will support you as you navigate our Industry leading training program, working at home and in an Investor Center. Obtain Licenses: Become a FINRA (Financial Industry Regulatory Authority) Registered Representative by studying for and obtaining your SIE, Series 7 Top Off and Series 66 licenses, fully paid for and sponsored by Fidelity. This includes paid, on-the-job study time 4 days a week, support from licensing coaches, group and individualized study plans, and review classes. This role requires successful completion of all exams. Build and Solidify Skills: You’ll continue to spend four days a week working from home and one day a week in an Investor Center, where you’ll support customers with increasing complexity to develop and hone your skills. You’ll have dedicated time each week to develop new skills and to connect and refuel by networking with colleagues, taking online classes, and more! Once you complete this training journey, you’ll transition to working fully on-site in an Investor Center. Depending on business need, you might spend more time working remotely supporting inbound phone customers before you transition to an Investor Center. Discover Success: You’ll gain confidence and develop proficiency serving customers as you join the wealth management development track and will spend time building advanced skills that will further develop your career in planning. Advantages of our career development experience… You are supported. We provide all the training you need to develop the skills needed to service customers and study for your FINRA licensing exams! You don’t need a finance background or college degree to succeed in this role. You are celebrated. Your achievements will be recognized and celebrated as you progress through this career development experience on your way to your first promotion. You are growing. From day one you’ll have the support and structure to plan for your future at Fidelity. The career coaching you will receive will help you understand the array of career opportunities at Fidelity and chart a course to help you grow in a personalized career path. You get variety. You’ll have dedicated time to focus on development activities and doing work that goes beyond supporting customer needs, while building the unique skills you’ll need as you prepare to be in the Investor Center each day. The expertise we’re looking for… High energy and enthusiasm with a natural passion for helping people Flexibility and self-motivation Experience in customer service (phone or in-person) and an ability to thrive face to face with clients in a fast-paced environment The Skills You Bring Eagerness to learn and build a career in financial services Ability to deliver an outstanding customer experience Superb interpersonal skills, attention to detail and ability to manage multiple tasks at once Coachability, collaboration and curiosity will fuel your success Our Investments in You Our benefit programs are crafted to help you and your loved ones strike the perfect balance. Here are a few featured benefits (not all benefits are listed): Maternal and Parental Leave, Tuition Reimbursement, Student Loan Assistance, 401(K) 7% match, Health Insurance, Dental Insurance, Vision Insurance, Disability Insurance, Paid Time off, Commuter Benefit Program, Backup Dependent Care, Charitable match, Concierge Services, Wellness Program, and Fitness Reimbursement. Certifications: You will be given paid time and support to obtain SIE – FINRA, Series 07 – FINRA, Series 66 – FINRA Certifications: Series 07 - FINRA, Series 66 - FINRA Category: Customer Service At Fidelity, we are passionate about making our financial expertise broadly accessible and effective in helping people live the lives they want! We are a privately held company that places a high degree of value in creating and nurturing a work environment that attracts the best talent and reflects our commitment to our associates. We are proud of our diverse and inclusive workplace where we respect and value our associates for their unique perspectives and experiences. For information about working at Fidelity, visit FidelityCareers.com. Fidelity Investments is an equal opportunity employer. Fidelity will reasonably accommodate applicants with disabilities who need adjustments to participate in the application or interview process. To initiate a request for an accommodation please contact the following: For roles based in the US: Contact the HR Leave of Absence/Accommodation Team by sending an email to accommodations@fmr.com, or by calling 800-835-5099, prompt 2, option 2 For roles based in Ireland: Contact AccommodationsIreland@fmr.com For roles based in Germany: Contact Accommodationsgermany@fmr.com Fidelity Privacy Policy
- 2 Months Ago
Patient Services Representative
- UPMC
-
Dunkirk, NY
FULL_TIME
- Do you enjoy providing customer service? Are you looking to work with patients? UPMC Corporate Services is looking to hire a full-time Patient Services Representative to support patient registration a...
- 14 Days Ago
Sales Representative, Field Services
- Allegheny Surface Technology
-
Lewis, PA
FULL_TIME
- Allegheny Surface Technology is an industry leader in stainless steel and high nickel alloy surface finishing. Based in Lewis Run, PA, we offer both shop and field services that include: electropolish...
- Just Posted
Patient Services Representative
- Aspen Dental
-
Dunkirk, NY
PART_TIME
- At Aspen Dental, we put You first, offering the security and job stability that comes with working with a world-class dental service organization (DSO). Our best-in-class training program, competitive...
- 21 Days Ago
Patient Services Representative
- Universal Primary Care
-
Olean, NY
FULL_TIME
- Universal Primary Care (UPC) is looking for a an energetic, self motivated, patient services representative to join our amazing team of professionals! Join our team as a Patient Services Representativ...
- 6 Days Ago
Patient Services Representative
- Southern Tier Community Health Center Network
-
Olean, NY
FULL_TIME
- Universal Primary Care (UPC) is looking for a an energetic, self motivated, patient services representative to join our amazing team of professionals! Join our team as a Patient Services Representativ...
- 6 Days Ago
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0 Account Services Representative, Sr. jobs found in Jamestown, NY area
Contract/Commercial Sales Consultant
- Furnitureland South, Inc
-
Jamestown, NY
- ** Contract/Commercial Sales Consultant** **Job Category****:** Contract Sales Rep **Requisition Number****:** CONTR0012...
- 4/24/2024 12:00:00 AM
Account Executive
- Centric Business Systems - powered by UBEO
-
Falconer, NY
- UBEO Business Services, the premier provider of business technology products and services, is seeking to hire a Sales Re...
- 4/23/2024 12:00:00 AM
Quality Technician I
- American Refining Group Inc.
-
JAMESTOWN, NY
- Compensation: Full-time, Salary Non-Exempt (NE28) Company Information: ARG is the longest continuously operating refiner...
- 4/23/2024 12:00:00 AM
Quality Technician I
- American Refining Group Inc.
-
CELORON, NY
- Compensation: Full-time, Salary Non-Exempt (NE28) Company Information: ARG is the longest continuously operating refiner...
- 4/23/2024 12:00:00 AM
Quality Technician I
- American Refining Group Inc.
-
RUSSELL, PA
- Compensation: Full-time, Salary Non-Exempt (NE28) Company Information: ARG is the longest continuously operating refiner...
- 4/23/2024 12:00:00 AM
Quality Technician I
- American Refining Group Inc.
-
RANDOLPH, NY
- Compensation: Full-time, Salary Non-Exempt (NE28) Company Information: ARG is the longest continuously operating refiner...
- 4/23/2024 12:00:00 AM
Sales Representative, Field Services
- Allegheny Surface Technology
-
Lewis Run, PA
- Allegheny Surface Technology is an industry leader in stainless steel and high nickel alloy surface finishing. Based in ...
- 4/21/2024 12:00:00 AM
Inside Sales Manager
- Bush Furniture
-
Jamestown, NY
- **Inside Sales Manager** Bush Industries - Jamestown - Corporate, One Mason Dr, Jamestown, New York, United States of Am...
- 4/21/2024 12:00:00 AM
About Jamestown, New York
Jamestown is a city in southern Chautauqua County, New York, United States. The population was 31,146 at the 2010 census and was estimated at 29,591 in 2017. Situated between Lake Erie to the northwest and the Allegheny National Forest to the south, Jamestown is the largest population center in the county. Nearby Chautauqua Lake is a freshwater resource used by fishermen, boaters and naturalists.
Notable people from Jamestown include comedian Lucille Ball, U.S. Supreme Court justice and Nuremberg chief prosecutor Robert H. Jackson, naturalist Roger Tory Peterson, singer Natalie Merchant, and N...
Source: Wikipedia (as of 04/11/2019). Read more from Wikipedia
Income Estimation for Account Services Representative, Sr. jobs
$42,345 to $53,668
Jamestown, New York area prices
were up 1.5% from a year ago
were up 1.5% from a year ago
What does an Account Services Representative, Sr. do?
Account Services Representative, Sr. in Lynchburg, VA
You can request for a callback and the current representative will record your details and then pass on your information to the captive site via an email.
December 31, 2019
Account Services Representative, Sr. in Houston, TX
The BDC Representative is responsible for making inbound and outbound calls and communicating with prospects and customers via text, email or social media as assigned.
February 16, 2020
Account Services Representative, Sr. in Petersburg, VA
Guide the recruiter to the conclusion that you are the best candidate for the account service representative job.
January 12, 2020