Account Services Representative, Sr. jobs in Santa Ana, 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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Account Representative
  • Don Roberto Jewelers
  • Santa Ana, CA FULL_TIME
  • Hourly Range

    $15.50 to $19.00 an hour, which is based on various factors including skills abilities and work experience


    The account representative is responsible for providing highest level of service, while keeping in contact with past due amounts on past due accounts in a professional matter, and by abiding by all Federal and state laws, and company policies and procedures.


    Experience/Education:

    Previous retail or customer service experience

    High school diploma or G.E.D. preferred or equivalent combination of education and experience


    Skills:

    Active listening and monitoring

    Computer and Internet abilities

    Effective verbal and written communication skills

    Bilingual Spanish, preferred | Additional language skills, a plus

    Ten key skills


    Abilities:

    Ability to work a flexible schedule, including weekends and holidays| Retail store environment may require late evening hours

    Dependability | Collaborative | Teamwork

    Strong attention to detail | Organizational | Active Listening

    Ability to occasionally lift and/or move up to a minimum of 20 pounds and pull/push up to 30 pounds


    Essential Duties:

    Essential Duties:

    • Collect personal transaction information and maintain accuracy as well as safety of consumer accounts in accordance with company’s consumer privacy policies
    • Review and understand the customer credit report to provide accurate information regarding approval amount, and in accordance with and respect for the company’s Personal Information policy.
    • Collect related customer information to proceed with opening a credit account
    • Call customers, at the direction of the store management team, and work to reduce past due accounts and schedule payment arrangements by phone and make notations within customer database.
    • Support processes related to store openings and closings and securing merchandise
    • Assist with seasonal decorating, unpacking of new shipments, and prepares outgoing shipments
    • Performs jewelry cleanings as determined by manager, assists with cleaning work environment
    • Maintain company dress code, professional behavior, and neatness 
    • Achieve or exceed assigned monthly bad debt and currency numbers as assigned by manager or such other manager as DRJ may designate.
    • Perform other duties as assigned.



  • 1 Month Ago

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Sr. Credit and Collections Representative
  • Robert Half
  • Los Alamitos, CA OTHER
  • An electronics manufacturer based in Los Alamitos is seeking a skilled Sr. Credit and Collections representative to join their operations for a 3-month contract. Principal AccountabilitiesIn addition ...
  • 27 Days Ago

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Account Clerk
  • Ultimate Staffing Services
  • Santa Ana, CA FULL_TIME
  • Non Profit organization is seeking an Account Clerk to work Monday to Friday 7am-4pm $20hr Duties include: matching invoices data entry light phone calls to verify information basic clerical duties mu...
  • 15 Days Ago

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Sr. Java Solution Architect-52772
  • PRIMUS Global Services Inc.
  • Fountain Valley, CA FULL_TIME
  • Job DetailsSr. Java Solution Architect - 52772 We have an immediate long-term opportunity with one of our largest clients for a position of Sr. Java Solution Architect, to work in Fountain Valley, CA ...
  • Just Posted

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Patient account representative
  • Orange Coast Memorial Medical Center
  • Fountain Valley, CA FULL_TIME
  • Patient Account Representative-(ORA005068) Title : Patient Account Representative Location : Fountain Valley Department : Ambulatory Infusion Program Status : Full-time Shift : 8hrs / Days At Memorial...
  • Just Posted

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Account Representative - Level 1
  • Don Roberto Jewelers
  • Santa Ana, CA FULL_TIME
  • Purpose:To provide the highest level of service, while collecting delinquent accounts in a professional mannerDuties and Responsibilities:Abide by all State and Federal laws, and company policy.Call c...
  • Just Posted

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

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Dealer Account Manager
  • Westlake Financial
  • Santa Ana, CA
  • ** Dealer Account Manager****Job Category****:** Sales **Requisition Number****:** DEALE005468 Showing 1 location **Job ...
  • 4/23/2024 12:00:00 AM

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Regional Strategic Account Manager
  • Statewide Safety Systems
  • Santa Ana, CA
  • Job DescriptionAs a Strategic Account Manager, you will be responsible for managing and acting as a single point of cont...
  • 4/23/2024 12:00:00 AM

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Field Sales and Marketing Representative
  • Techtronic Industries - TTI
  • Santa Ana, CA
  • About Us: TTI (Techtronic Industries) is a fast-paced, high energy, organization that rewards out-of-the-box thinking to...
  • 4/22/2024 12:00:00 AM

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Sales Representative
  • Knorr Systems
  • Santa Ana, CA
  • Job Description Job Description Commercial Aquatics Sales Representative Sales representatives are the principal point o...
  • 4/22/2024 12:00:00 AM

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Field Sales and Marketing Representative
  • Techtronic Industries - Tti
  • Santa Ana, CA
  • About Us: TTI (Techtronic Industries) is a fast-paced, high energy, organization that rewards out-of-the-box thinking to...
  • 4/21/2024 12:00:00 AM

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Sales Representative
  • Furniture Ave Inc
  • Santa Ana, CA
  • Job Description Job Description We are seeking a Sales Representative to join our team! You will resolve customer questi...
  • 4/21/2024 12:00:00 AM

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Inside Sales Representative - Renewals
  • Good Funding
  • Tustin, CA
  • ABOUT GOOD FUNDING: Good Funding was created by a core group of like-minded people — people who believe in being good to...
  • 4/21/2024 12:00:00 AM

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International Strategic Account Executive
  • Bridge Tronic Global, Inc
  • Santa Ana, CA
  • Job Description Job Description The International Business Development Associate will create and build client relationsh...
  • 4/20/2024 12:00:00 AM

Santa Ana /ˌsæntə ˈænə/ (Spanish for "Saint Anne") is the county seat and second most populous city in Orange County, California in the Los Angeles metropolitan area. The United States Census Bureau estimated its 2011 population at 329,427, making Santa Ana the 57th most-populous city in the United States. Santa Ana is in Southern California, adjacent to the Santa Ana River, about 10 miles (16 km) from the coast. Founded in 1869, the city is part of the Greater Los Angeles Area, the second largest metropolitan area in the United States, with almost 18 million residents in 2010. Santa Ana is a ...
Source: Wikipedia (as of 04/11/2019). Read more from Wikipedia
Income Estimation for Account Services Representative, Sr. jobs
$49,499 to $62,735
Santa Ana, 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