Account Services Representative, Sr. jobs in Omaha, NE

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)

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Sr Client Services Coordinator
  • Data Axle
  • Papillion, NE FULL_TIME
  • Job Description

    Data Axle provides data, applications, and services that help organizations make and save money. Our commitment to accuracy, service and innovation drive customer acquisition, retention, and product enhancement. We are currently seeking a Sr Client Services Coordinator.

    This position is responsible for assisting in all aspects of sales support, database count queries, order processing, fulfillment, customer service, email deployments, and reporting. Responsibilities include overseeing the daily production, scheduling, delivery, and reporting of clients' targeted direct mail communications. Also, this position is responsible for editing HTML and text marketing messages, testing, scheduling, reporting and analyzing deployment results. This position regularly and customarily exercises discretion and independent judgment relative to matters of significance.

    Essential Job Functions:

    1. Coordinate list rentals for clients to comply with the specific direct mail campaigns. Communicate with mailers, list owners, list managers and operations management.
    2. Confirm, enter, ship and prepare orders for invoicing. Process revisions and cancellations into order entry system in a timely manner.
    3. Enter and maintain data card updates and information.
    4. Prepare list recommendations, cross sell and negotiate pricing under direction for presentation to client.
    5. Coordinate, evaluate and fulfill special processes such as suppression, segmentation processes for clients, as appropriate.
    6. Manage client email marketing campaigns, including communicating with clients on campaign scheduling, targeting, mailing issues, procedures and expectation setting.
    7. Troubleshoot and monitor data transfers.
    8. Make recommendations on process improvement and operational execution on delivery of data and creative assets to support business, such as reports and analytics.
    9. Utilize effective customer service techniques to handle client concerns. Work with internal departments to manage client issues, assess impact and develop solutions.
    10. Learn and become proficient on multiple web based platforms as required to complete the order processing for clients.
    11. Maintain accurate and complete client files documenting specific requirements of each client.
    12. Comply with internal processes and procedures for safeguarding data and audit requirements.

    * Essential functions are the basic job duties that an employee must be able to perform, with or without reasonable accommodation. The function is considered essential if the reason the position exists is to perform that function.

    Supportive Job Functions:

    1. Attend client meetings.
    2. Assist in prospecting for new clientele and developing recommendations related to client programs.
    3. Train colleagues to cover all aspects of job responsibilities such as the use of email marketing and count query fulfillment platforms.
    4. Perform other miscellaneous duties as assigned by management.

    *These tasks do not meet the Americans with Disabilities Act definition of essential job functions and usually equal 5% or less of time spent. However, these tasks still constitute important performance aspects of the job.

    Qualifications

    Knowledge, Skill, and Abilities:

    1. Ability to communicate with individuals at all levels in the company in an articulate, professional manner. Excellent customer service, telephone and communication skills.
    2. Ability to build productive relationships with clients and meet goals.
    3. Ability to make decisions after various possibilities have been considered on matters of significance where an incorrect decision may lead to additional cost to the company or client or the loss of a client.
    4. Ability to work under pressure, prioritize, meet organizational deadlines, and multi-task while maintaining quality of work product. Detail oriented and able to successfully handle multiple priorities simultaneously.
    5. Knowledge of legacy and licensed platforms, MS Office (Excel and Access), UNIX, SQL, and email deployment platforms.
    6. Technical understanding and thorough attention to the detail of fulfillment processing requirements.
    7. Problem solving and logical thinking skills.
    8. Excellent data quality control skills.
    9. Ability to maintain the highest degree of confidentiality and discretion when handling sensitive information
    10. Ability to identify improvement in process tools and design.
    11. Excellent organizational, time management and record keeping skills are critical.
    12. Attention to detail and excellent follow through.
    13. Ability to learn and adapt to changing technologies.
    14. Ability to work independently or as part of a team.
    15. Advanced knowledge of technology, online marketing, and the Internet.

    Education, Experience, and Certification:

    1. Associate's degree or equivalent is required.
    2. 5 plus years of direct marketing experience is required.

    If you are a resident of the state of California, Colorado, New York, or Washington, or email us at to receive compensation and benefits information for this role. Please include the job title and/or job ID of the role you are interested in.

    Affirmative Action/EEO Statement:

    At Data Axle, we are committed to attracting, retaining, and engaging employees from all walks of life. Diversity is an important part of our values and business operations. We are dedicated to creating an inclusive environment that promotes professional development for everyone. As part of that commitment, Data Axle does not discriminate on the basis of age, color, national origin, citizenship status, physical or mental disability, race, religion, creed, gender, sex, sexual orientation, gender identity and/or expression, marital status, status with regard to public assistance, status as a disabled veteran and or Vietnam Era or any other characteristic protected by federal, state, or local law. All qualified applicants will receive consideration for employment. In addition, Data Axle will provide reasonable accommodation for otherwise qualified disabled individuals.

    Posting Location
    REMOTE
    Position Type
    Full Time

    Equal Opportunity Employer Minorities/Women/Protected Veterans/Disabled

     

  • 22 Days Ago

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Account Manager
  • Securitas Security Services
  • Omaha, NE FULL_TIME
  • Account Manager We offer a full benefits package, PTO, weekly pay, and more! Location: Omaha, NE Pay: $24.64/hour Benefits Perks: Medical, Dental, Vision, Paid Vacation, Employee Discounts, Wellness a...
  • 26 Days Ago

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Account Services Specialist II
  • Ultimus Fund Solutions
  • Omaha, NE FULL_TIME
  • SUMMARY The Account Service Specialist II is responsible for providing various transfer agency functions and maintaining accurate records for mutual fund and alternative investment clients. Additional...
  • 1 Day Ago

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Digital Services Account Engineer
  • OneTen
  • Omaha, NE FULL_TIME
  • At Trane TechnologiesTM and through our businesses including Trane® and Thermo King®, we create innovative climate solutions for buildings, homes, and transportation that challenge what’s possible for...
  • 7 Days Ago

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Digital Services Account Engineer
  • OneTen
  • La Vista, NE FULL_TIME
  • At Trane TechnologiesTM and through our businesses including Trane® and Thermo King®, we create innovative climate solutions for buildings, homes, and transportation that challenge what’s possible for...
  • 8 Days Ago

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Lead Account Services Specialist
  • Ultimus Fund Solutions
  • Omaha, NE FULL_TIME
  • SUMMARY The Lead Account Services Specialist is responsible for providing various transfer agency functions and maintaining accurate records for mutual fund and alternative investment clients. This po...
  • 10 Days Ago

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0 Account Services Representative, Sr. jobs found in Omaha, NE area

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Sales Representative- Salary plus Commission plus Company Car
  • American Fidelity Sales Careers
  • Omaha, NE
  • Come Join the American Fidelity Educational Services Family Family Owned since 1960 We are seeking a Sales Representativ...
  • 4/23/2024 12:00:00 AM

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Account Manager - Omaha, NE
  • City Wide Facility Solutions
  • Omaha, NE
  • Account Manager Starting Salary: $50,000.00. Three (3) weeks PTO. Health Insurance. Car Allowance. Phone Allowance. Comm...
  • 4/23/2024 12:00:00 AM

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TeleSales Representative - Remote
  • InsuraTec
  • Omaha, NE
  • Job Description Job Description TeleSales Representative- Remote Job Description: Are you a self-motivated, driven indiv...
  • 4/23/2024 12:00:00 AM

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Account Manager
  • Ford Storage
  • Omaha, NE
  • Job Description Job Description Ford Storage has multiple office openings in the Inventory Specialist/Account Rep positi...
  • 4/23/2024 12:00:00 AM

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Business Development Representative
  • Financial Transmission Network, Inc. (FTNI)
  • Omaha, NE
  • Job Description Job Description B2B ecommerce sales are expected to top $780 billion this year, with B2C sales coming in...
  • 4/23/2024 12:00:00 AM

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Multi Unit Account Exec
  • Performance Foodservice
  • Omaha, NE
  • Company Description Performance Foodservice, PFG's broadline distributor, maintains a unique relationship with a variety...
  • 4/23/2024 12:00:00 AM

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Account Services Specialist
  • Richdale Apartments
  • Omaha, NE
  • Overview: Richdale Apartments, a leader in the national owner/developer industry of luxury multi-family communities and ...
  • 4/21/2024 12:00:00 AM

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Sales Associate
  • Pacific Life
  • Omaha, NE
  • Job Description: Pacific Life is investing in bright, agile, and diverse new talent to ensure we continue to innovate an...
  • 4/21/2024 12:00:00 AM

Omaha (/ˈoʊməhɑː/ OH-mə-hah) is the largest city in the state of Nebraska and the county seat of Douglas County. Omaha is located in the Midwestern United States on the Missouri River, about 10 miles (15 km) north of the mouth of the Platte River. The nation's 40th-largest city, Omaha's 2018 estimated population was 466,061. Omaha is the anchor of the eight-county, bi-state Omaha-Council Bluffs metropolitan area. The Omaha Metropolitan Area is the 59th largest in the United States, with an estimated population of 944,316 (2018). The Omaha-Council Bluffs-Fremont, NE-IA Combined Statistical Are...
Source: Wikipedia (as of 04/11/2019). Read more from Wikipedia
Income Estimation for Account Services Representative, Sr. jobs
$42,524 to $53,895
Omaha, Nebraska area prices
were up 0.8% from a year ago

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