Client Services Representative (Banking) jobs in Cheyenne, WY

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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Insurance Client Services Representative
  • GTA Insurance Group
  • Trenton, NE FULL_TIME
  • GTA Insurance Group is HIRING!!

    We're a relationship-driven independent insurance agency looking for an exceptional Insurance Client Services Representative to join our fast-growing team. Our Client Services Representatives play a vital role in ensuring our clients receive the service they need to properly manage their insurance policies. You are the facilitator of positive and effective relationships with our valued clients and insurance carrier staff.

    Who we are:

    We believe that successful people make successful businesses, which is why we make every effort to provide our employees with an environment in which they can excel. We have a great work-life balance, and we pride ourselves on being community focused and family friendly.

    We recognize the importance of our employees health and wellness. We are committed to providing a high quality, competitive employee benefit program which is designed to address our employees benefit needs. Our benefit package is regularly reviewed and modified to ensure we offer those benefits most valuable to both the employee and their family.

    What you'll do:

    You'll build relationships in and out of the organization, by providing general agency support and support to the agency's clients. You'll be the first point of contact for clients, handling their day-today questions, and other support services. You will assist in the production of new accounts and the retention of existing accounts and provide prompt, efficient, high-quality service to designated accounts in support of Producer activities.
     
    1. Responsible for gathering the information and risk management recommendations for the renewal of designated accounts sixty days prior to renewal and for delivering renewal and/or binders for designated account, as needed, within five days of receipt.
    2. Conducts periodic service calls for designated accounts.
    3. Answers agency phone calls, orders supplies, and conducts general office administration.
    4. Maintains a concern for timeliness and completeness when interacting with customers, agency, and company personnel to minimize potential for errors & omissions claims.
    5. Receives phone calls and office visitors requesting quotes.
    6. Actively solicits increases in limits and/or coverages or rounding out accounts through sales to clients at every service contact.
    7. Makes minor policy changes for personal lines coverage as requested by the Agent.
    8. Assists with the everyday flow in the agency including emails, downloads, expiration notices and special projects.
    9. Actively seeks referrals from current client base to solicit for new business prospects; follows up to generate new business using prospect database and automation system.
    10. Accounting and bookkeeping, as instructed by management.
    11. Performs other functions as assigned by management.

    What you'll need to succeed:

    You have excellent written and verbal communication skills, enjoy striving towards goals, attentive to the detail, flexible to adjust to the needs of the day/client, and are team oriented.

    Requirements:
    1. High School Diploma or equivalent
    2. Active Property & Casualty license or willing to obtain (materials and fees paid by GTA)
    3. Excellent communication skills both written and spoken
    4. Proficient in Microsoft Office
    5. High attention to detail
    6. Learn new technology quickly
    7. Flexible
    8. Team oriented
    Benefits:
    • Employer Paid Life & AD&D
    • Employer Paid Short- & Long-term disability
    • PTO
    • Paid Holidays
    • 401k with employer match
    • Voluntary Health, Vision, Dental and many other benefits!

    About GTA Insurance Group:

    Headquartered in Grand Island, Nebraska, GTA Insurance Group is a leading full-service insurance agency providing property and casualty, life and health, employee benefits, and crop products and services. From offices located throughout Nebraska, GTA's vast network of specialists provides peace of mind on what matters most and helping our customers protect their legacies. For more information, please visit gtagroup.com.

  • 2 Months Ago

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Insurance Client Services Representative
  • GTA Insurance Group
  • North Platte, NE FULL_TIME
  • Rosenberg Insurance, a Division of GTA Insurance Group is HIRING!! We're a relationship-driven independent insurance agency looking for an exceptional Insurance Client Services Representative to join ...
  • 2 Months Ago

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Retail Banking Services Coordinator - Nebraska and Kansas Territory
  • Adams Bank and Trust
  • North Platte, NE FULL_TIME
  • We're looking for an experienced retail banker who is team centric with proven management success to join our banking team! Directs and oversees all retail service delivery and daily operations for th...
  • 1 Month Ago

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Financial Services Representative
  • Adams Bank and Trust
  • Imperial, NE FULL_TIME
  • We are searching for a positive, initiative driven, customer oriented individual to join our team. Signing Bonus May Apply This position is a combination of teller and personal banking responsibilitie...
  • 6 Days Ago

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Financial Services Representative
  • Adams Bank and Trust
  • Grant, NE FULL_TIME
  • We are searching for a positive, initiative driven, customer oriented individual to join our team. Signing Bonus May Apply This position is a combination of teller and personal banking responsibilitie...
  • 6 Days Ago

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Financial Services Representative
  • Adams Bank and Trust
  • North Platte, NE FULL_TIME
  • We are searching for a positive, initiative driven, customer oriented individual to join our team. This position is a combination of teller and personal banking responsibilities which includes, but is...
  • 7 Days Ago

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0 Client Services Representative (Banking) jobs found in Cheyenne, WY area

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Complimentary AM Attendant - Weekends ONLY Sat & Sun.
  • Fairfield Inn Cheyenne
  • Cheyenne, WY
  • Job Summary: The Complimentary AM Attendant is responsible for providing the highest quality of service possible to gues...
  • 5/13/2024 12:00:00 AM

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Retail Sales Associate
  • Loaf N' Jug
  • Cheyenne, WY
  • Description: Are you a high energy, outgoing person who loves to help others and work as part of a team? Are you interes...
  • 5/13/2024 12:00:00 AM

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Registration Agent Customer Service Representative
  • Adecco US, Inc.
  • Cheyenne, WY
  • **Job Title** : Registration Agent / Customer Service Representative (Temp to hire) **Pay:** $16/hr **Job Description:**...
  • 5/12/2024 12:00:00 AM

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Call Center Representative - Work From Home>
  • MedMetrix
  • Cheyenne, WY
  • [Customer Service / Remote] - Anywhere in U.S. / Competitive Pay - As a Call Center Rep you'll: Respond to patient inqui...
  • 5/12/2024 12:00:00 AM

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Customer Care Representative, Remote
  • Sutherland Global Services
  • Cheyenne, WY
  • Are you a self-motivated and team-oriented individual ready to take on a new role within an exciting company? Do you dea...
  • 5/11/2024 12:00:00 AM

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Travel Physical Therapist - $1,656 per week
  • Hiring Now!
  • Cheyenne, WY
  • Ardor Health Solutions is seeking a travel Physical Therapist for a travel job in Cheyenne, Wyoming. Job Description & R...
  • 5/10/2024 12:00:00 AM

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Customer Service Specialist
  • AdaptHealth LLC
  • Cheyenne, WY
  • AdaptHealth Opportunity - Apply Today! At AdaptHealth we offer full-service home medical equipment products and services...
  • 5/10/2024 12:00:00 AM

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Store Customer Service Specialist
  • Sherwin-Williams
  • Cheyenne, WY
  • This is position is essential to the success of our retail stores. Customer Service Specialists work closely with wholes...
  • 5/2/2024 12:00:00 AM

Cheyenne (/ʃaɪˈæn/ shy-AN or /ʃaɪˈɛn/) is the capital and most populous city of the U.S. state of Wyoming and the county seat of Laramie County. It is the principal city of the Cheyenne, Wyoming, Metropolitan Statistical Area which encompasses all of Laramie County. The population was 59,466 at the 2010 census. Cheyenne is the northern terminus of the extensive and fast-growing Front Range Urban Corridor that stretches from Cheyenne to Pueblo, Colorado which has a population of 4,333,742 according to the 2010 United States Census. Cheyenne is situated on Crow Creek and Dry Creek. The Cheyenne,...
Source: Wikipedia (as of 04/11/2019). Read more from Wikipedia
Income Estimation for Client Services Representative (Banking) jobs
$37,512 to $49,858
Cheyenne, Wyoming area prices
were up 2.3% from a year ago