Account Services Representative, Sr. jobs in Petaluma, CA

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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Client Services Representative
  • TruVet Specialty and Emergency Hospital
  • Petaluma, CA FULL_TIME,PART_TIME
  • The CSR will work closely with the veterinary staff and all other departments within the hospital as well as with clients. Primary responsibilities will include scheduling appointments, providing hospitalized pet updates to clients, cashiering, and medical record maintenance. These duties include, but are not limited to:

    • Answering phone calls and documenting conversations in patient's charts.
    • Assisting veterinary staff in scheduling appointments and procedures
    • Helping to facilitate cases/admits/transfers from referral veterinarians
    • Communicating with clients regarding updates, appointments, and estimates
    • Entering client and veterinarian information into the electronic medical record
    • Delivering messages to doctors and clients effectively and in a timely manner
    • Cashiering
    • Showing clients and their pets to the exam rooms
    • Confirming appointments and client call backs
    • Maintaining cleanliness of the front offices, exam rooms and reception
    • The ideal candidate should possess the following traits and skills:
    • Reliable
    • Clear communication skills
    • Problem solving skills
    • Follow through*
    • Customer service skills
    • Ability to multitask
    • Team player
    • Ability to prioritize
    • Ability to maintain focus in a busy and noisy environment
    • Flexible
    • Proactive with a great sense of initiative
    • Able to follow directions
    • Compassionate, easy to approach and pleasant
    • Attention to detail*
    • Computer literate

    Job Type : Full-time. Salary is commensurate with experience

    Experience: Interested candidates should have familiarity with Windows based computer programs, handling financial transactions, and routing phone calls. It is preferred that persons have a minimum of 1-year customer service-related experience and a high school diploma or G.E.D.

    **Minimum 2 years of veterinary client service experience is required, emergency/specialty experience is preferred**

    We are hiring for day, swing, and weekend positions

    Job Types: Full-time, Part-time

    Pay: $18.00 - $25.00 per hour

    Benefits:

    • Employee discount
    • Health insurance
    • Paid time off

    Schedule:

    • Holidays
    • Overtime
    • Weekends as needed

    Education:

    • High school or equivalent (Preferred)

    Experience:

    • Customer service: 2 years (Required)
    • Veterinary experience: 1 year (Required)

    Work Location: In person

  • 15 Days Ago

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Member Services Representative
  • Planet Fitness - Redding
  • Petaluma, CA PART_TIME
  • Job SummaryThe Member Services Representative will be responsible for creating a positive member experience by providing a superior level of customer service to Planet Fitness members, prospective mem...
  • 23 Days Ago

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Member Services Representative (Weekends)
  • Planet Fitness - Redding
  • Petaluma, CA PART_TIME
  • Job SummaryThe Member Services Representative will be responsible for creating a positive member experience by providing a superior level of customer service to Planet Fitness members, prospective mem...
  • 23 Days Ago

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Outside Contractor Sales Account Representative
  • Friedman's Home Improvement
  • Sonoma, CA FULL_TIME
  • Job Summary:At Friedman’s Home Improvement, we strive to deliver the Human Side of Home Improvement. The Outside Contractor Sales Account Representative position is responsible for developing and grow...
  • 5 Days Ago

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Outside Contractor Sales Account Representative - Sonoma
  • FRIEDMANS HOME IMPROVEMENT
  • Sonoma, CA OTHER
  • Job Details Job Location: Sonoma Store - Sonoma, CA Position Type: Full Time Salary Range: $65,000.00 - $90,000.00 Salary/year DescriptionSummary: At Friedman’s Home Improvement, we strive to deliver ...
  • 25 Days Ago

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Account Representative - State Farm Agent Team Member
  • Nancy Shotts - State Farm Agent
  • Petaluma, CA FULL_TIME
  • Benefits: Bonus based on performance Employee discounts Free food & snacks Free uniforms Opportunity for advancement Paid time off Training & development ROLE DESCRIPTION: As a marketing manager/accou...
  • 2 Months Ago

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0 Account Services Representative, Sr. jobs found in Petaluma, CA area

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Sales Representative - Remote
  • InsuraTec Services Group
  • Petaluma, CA
  • Sales Representative - Remote Company: InsuraTec Services Group Location: Remote About Us: InsuraTec Services Group is a...
  • 5/9/2024 12:00:00 AM

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Sales Representative
  • Primo Water Corporation
  • Santa Rosa, CA
  • Overview: PRIMO WATER NORTH AMERICA IS HIRING SALES REPRESENTATIVES! At Primo Water Corp., we believe in creating health...
  • 5/9/2024 12:00:00 AM

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Route Service Sales Representative (4-Day Workweek) - $24/hour
  • Cintas Corporation
  • Santa Rosa, CA
  • Title: Route Service Sales Representative (4-Day Workweek) - $24/hour Location: Santa Rosa, CA, US, 95407 **Job Descript...
  • 5/9/2024 12:00:00 AM

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Account Manager
  • LandCare LLC
  • Sebastopol, CA
  • THE POSITION LandCare is looking for an Account Manager to join our team. This position is a high impact role, working c...
  • 5/9/2024 12:00:00 AM

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Account Manager Trainee
  • Clear Concepts Management
  • Novato, CA
  • Job Description Job Description At Clear Concepts, we assist clients in the technology and communications field with the...
  • 5/8/2024 12:00:00 AM

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Sales Associate
  • Ascena Retail Group, Inc.
  • Novato, CA
  • About us LOFT creates modern, feminine, versatile clothing for women with one common style goal: to look and feel confid...
  • 5/8/2024 12:00:00 AM

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Route Sales Representative
  • Flowers Foods
  • Santa Rosa, CA
  • FRESH. FORWARD. FLOWERS. Flowers Foods, Inc. (NYSE:FLO) is not just about baking; it's about crafting moments of joy wit...
  • 5/7/2024 12:00:00 AM

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Sales Representative- Off Premise Chain
  • Breakthru Beverage Group
  • Santa Rosa, CA
  • Overview: We are experts in the beer, wine and spirits industry looking for individuals who share our passion for custom...
  • 4/17/2024 12:00:00 AM

Petaluma /pɛtəˈluːmə/ is a city in Sonoma County, in California's Wine Country, part of the North Bay sub-region of the San Francisco Bay Area, located 37 mi (60 km) north of San Francisco. Its population was 57,941 according to the 2010 Census. The Rancho Petaluma Adobe, located in Petaluma, is a National Historic Landmark. Its construction started in 1836 by order of General Mariano Guadalupe Vallejo, then Commandant of the San Francisco Presidio. It was the center of a 66,000 acre (270-km²) ranch stretching from Petaluma River to Sonoma Creek. The adobe is considered one of the best preserv...
Source: Wikipedia (as of 04/11/2019). Read more from Wikipedia
Income Estimation for Account Services Representative, Sr. jobs
$50,252 to $63,695
Petaluma, California area prices
were up 2.5% 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