Client Services Representative (Banking) jobs in Appleton, WI

Client Services Representative (Banking) acts as the customer's go-to banking resource to deliver in-branch services, referrals, and product information, resulting in enhanced satisfaction and broadened customer relationships. Identifies customer needs and uses current knowledge of all bank products and services to explain, promote, and cross-sell products and services. Being a Client Services Representative (Banking) processes basic branch service transactions and refers customers to the right resource to facilitate other banking requests. Provides research and solutions to account issues, answers to customer inquiries, and education and training on banking self-service technology. Additionally, Client Services Representative (Banking) requires a high school diploma. Typically reports to a supervisor. The Client Services Representative (Banking) works under moderate supervision. Gaining or has attained full proficiency in a specific area of discipline. To be a Client Services Representative (Banking) typically requires 1-3 years of related experience. (Copyright 2024 Salary.com)

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Client Services Representative
  • Tuere LLC
  • Appleton, WI FULL_TIME,PART_TIME
  • We are currently looking to fill multiple positions in our enrollment center in Appleton WI!

    Tuere is a partner of First Consilium and Great Vista Education and Technology which operate several enrollment centers in WI and TN and a national life and health insurance brokerage.

    Representatives will assist clients with enrolling in health insurance coverage and applying government subsidies for eligible clients under the Affordable Care Act.

    Most of our clients qualify for a 100% no-cost health insurance plan subsidized by the federal government. We work to help clients find the best available plan for their personal needs with the maximum amount of government tax subsidies applied to the cost of the plan.

    This is a sales and customer service position:

    This is a Full-Time position Mon-Friday

    Must have or be able to obtain a state insurance producer license. Licensing and training are reimbursed. Licensing must be completed before you can start work; it requires a 20-hour online course and passing a state exam.

    We pay an hourly rate plus commission and bonuses effectively $24-$48 per hour depending on performance

    (Base Pay Plus Commission and Bonuses)

    Job Requirements:

    -Must enjoy helping people

    -18 years or older only

    -Must be able to obtain a state insurance producer license and pass a background check

    -Must be comfortable on the phone

    -Driven to perform at a high level

    -Comfortable working with computers

    -Enjoy working in a team environment

    Job Types: Full-time, Part-time

    Pay: $35,000.00 - $80,000.00 per year

    Benefits:

    • On-the-job training
    • Paid time off

    Experience level:

    • No experience needed

    Shift:

    • Day shift

    Weekly day range:

    • Monday to Friday

    Work setting:

    • Call center
    • In-person
    • Office

    Application Question(s):

    • If you do not have a state insurance producer license would you be able to obtain one prior to starting?

    Experience:

    • sales or customer service: 1 year (Preferred)

    License/Certification:

    • Accident & Health Insurance License (Preferred)

    Ability to Relocate:

    • Appleton, WI 54914: Relocate before starting work (Required)

    Work Location: In person

  • 8 Days Ago

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Sales Representative
  • TruGreen - Sales Representative
  • Appleton, WI FULL_TIME
  • TruGreen is Hiring Territory Sales Representatives!At TruGreen, we are committed to our customers, our teams, our values, and the science of lawn care. A career with TruGreen is a career full of new o...
  • 2 Days Ago

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Client Services Executive - Remote
  • Navitus Health Solutions / Lumicera Health...
  • Appleton, WI FULL_TIME
  • Pharmacy Benefits Reinvented- As the industry’s alternative pharmacy benefit manager (PBM), we’re committed to making prescriptions more affordable for you and your members. Here at Navitus, our team ...
  • 9 Days Ago

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Coordinator, Client Services-Remote
  • Navitus Health Solutions LLC
  • Appleton, WI FULL_TIME
  • Putting People First in Pharmacy- Navitus was founded as an alternative to traditional pharmacy benefit manager (PBM) models. We are committed to removing cost from the drug supply chain to make medic...
  • 1 Month Ago

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Client Service Representative
  • Jewelers Mutual Insurance Company, SI
  • Neenah, WI FULL_TIME
  • WHY Jewelers Mutual: We are a financially secure, exceptionally positioned, and intellectually curious company driven by our core values of Agility, Accountability and Relevancy! We continue to raise ...
  • 1 Day Ago

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Client Service Representative
  • Interim HealthCare
  • Wausau, WI OTHER
  • Job Details Job Location: WI Wausau - Wausau, WI Position Type: Full Time Education Level: 2 Year Degree Salary Range: $19.00 - $23.00 Hourly Job Shift: Day DescriptionClient Service Representative (C...
  • 5 Days Ago

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0 Client Services Representative (Banking) jobs found in Appleton, WI area

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Food Service Associate I - The Heritage
  • ThedaCare
  • Appleton, WI
  • Why ThedaCare? Living A Life Inspired! Our new vision at ThedaCare is bold, ambitious, and ignited by a shared passion t...
  • 4/25/2024 12:00:00 AM

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FT Customer Service Representative - Work From Home>
  • ARIVE
  • Kaukauna, WI
  • [Call Center / Remote] Anywhere in U.S. / Up to $50K per year / Medical, Dental and Vision / 401k match / PTO - As a Cus...
  • 4/25/2024 12:00:00 AM

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Client Service Representative
  • BluePearl
  • Green Bay, WI
  • **Client Service Representative** Green Bay Wisconsin BluePearl Specialty + Emergency Pet Hospital in Green Bay is hirin...
  • 4/24/2024 12:00:00 AM

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Travel Nurse RN - Med Surg - $2,384 per week
  • Hiring Now!
  • Appleton, WI
  • Ardor Health Solutions is seeking a travel nurse RN Med Surg for a travel nursing job in Appleton, Wisconsin. Job Descri...
  • 4/23/2024 12:00:00 AM

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Call Center Representative - Work From Home>
  • MedMetrix
  • Menasha, WI
  • [Customer Service / Remote] - Anywhere in U.S. / Competitive Pay - As a Call Center Rep you'll: Respond to patient inqui...
  • 4/23/2024 12:00:00 AM

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Travel Physical Therapist - $2,097 per week
  • Hiring Now!
  • Neenah, WI
  • Ardor Health Solutions is seeking a travel Physical Therapist for a travel job in Neenah, Wisconsin. Job Description & R...
  • 4/22/2024 12:00:00 AM

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Reception Attendant
  • Aileron Management
  • Appleton, WI
  • Job Type Part-time Description The Hampton Inn Appleton/Fox River Mall Area is looking for a part-time, Reception Attend...
  • 4/22/2024 12:00:00 AM

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Bilingual Customer Service Specialist (Spanish)
  • Sherwin-Williams
  • Neenah, WI
  • Customer Service Specialists work closely with wholesale and retail customers to determine their needs, answer their que...
  • 3/16/2024 12:00:00 AM

Appleton is a city in Outagamie (mostly), Calumet, and Winnebago counties in the U.S. state of Wisconsin. One of the Fox Cities, it is situated on the Fox River, 30 miles (48 km) southwest of Green Bay and 100 miles (160 km) north of Milwaukee. Appleton is the county seat of Outagamie County. The population was 72,623 at the 2010 census. Of this, 60,045 were in Outagamie County, 11,088 in Calumet County, and 1,490 in Winnebago County. Appleton is the principal city of the Appleton, Wisconsin Metropolitan Statistical Area, which is included in the Appleton-Oshkosh-Neenah, Wisconsin Combined Sta...
Source: Wikipedia (as of 04/11/2019). Read more from Wikipedia
Income Estimation for Client Services Representative (Banking) jobs
$38,611 to $51,324
Appleton, Wisconsin area prices
were up 1.3% from a year ago