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)
Company Description:
Summit Financial is a boutique financial advisory firm dedicated to providing personalized wealth management solutions to individuals, families, and businesses. With a commitment to excellence and a focus on building long-term relationships, Summit Financial helps clients navigate complex financial landscapes and achieve their financial goals.
Position: Part-time Client Services Representative
Job Description:
As a Part-time Client Services Representative at Summit Financial, you will play a crucial role in ensuring the highest level of service and support to our valued clients. This is a client-facing position that requires excellent communication skills, attention to detail, and a passion for helping others achieve financial success.
Responsibilities:
Qualifications:
Schedule:
This is a part-time position, with a schedule aligned with the operating hours of the stock exchange market (Central Standard Time). The specific schedule can be flexible based on the availability of the candidate and the needs of the business. Ideal for individuals seeking a part-time role with the opportunity for growth within a dynamic financial services firm.
Join Our Team:
If you are passionate about delivering exceptional client service and are looking to join a dynamic team of financial professionals, we invite you to apply for the Part-time Client Services Representative position at Summit Financial.
Job Type: Part-time
Pay: From $13.00 per hour
Expected hours: 20 – 30 per week
Schedule:
Experience:
Ability to Relocate:
Work Location: In person
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