Client Services Representative (Banking) jobs in Monroe, LA

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 Associate
  • Summit Financial Wealth Advisors
  • Ruston, LA PART_TIME
  • 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:

    • Greet and assist clients in a professional and friendly manner
    • Answer phone calls and emails, directing inquiries to the appropriate team members
    • Schedule appointments and maintain calendars for advisors
    • Prepare and organize client files and documents
    • Assist in the preparation of client meetings, including printing reports and other materials
    • Conduct research and gather information for client presentations
    • Maintain and update client database and records
    • Assist in the development and updating of marketing materials, including brochures and presentations
    • Perform other administrative tasks as assigned

    Qualifications:

    • High school diploma or equivalent; college degree preferred
    • Previous experience in a customer service or administrative role is a plus
    • Proficiency in Microsoft Office Suite (Word, Excel, Outlook, PowerPoint)
    • Excellent communication and interpersonal skills
    • Ability to multitask and prioritize in a fast-paced environment
    • Detail-oriented with strong organizational skills
    • Knowledge of financial services and products is a plus

    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:

    • Choose your own hours
    • Monday to Friday

    Experience:

    • Client services: 1 year (Preferred)

    Ability to Relocate:

    • Ruston, LA 71270: Relocate before starting work (Required)

    Work Location: In person

  • 3 Days Ago

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Client service manager
  • Arthur J Gallagher Risk Management Services, Inc
  • Monroe, LA FULL_TIME
  • Indulge your passion for problem-solving and embrace the thrill of addressing risk head-on at Gallagher's global brokerage team. Join a family of diverse minds, united by a relentless pursuit of excel...
  • 1 Month Ago

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Retail Print and Client Services Supervisor - Key Carrier
  • Office Depot
  • West Monroe, LA FULL_TIME
  • Overview At Office Depot and Office Max, every leader is responsible for growing total sales and services within the location. The Print and Client Services Supervisor is a full-time role and the pers...
  • 1 Month Ago

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Document Scan Services - Sales Representative
  • MOEbiz
  • Monroe, LA FULL_TIME
  • Position Overview:As a Document Scan Services Sales Representative, your primary responsibility is to generate sales for our document scanning services. You will be tasked with identifying potential c...
  • 3 Days Ago

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Customer Service Representative
  • Advantage Financial Services
  • Monroe, LA PART_TIME
  • Advantage Financial Services has immediate openings for outgoing applicants looking for a fun work environment! Part time with a flexible work schedule to fit your needs. Our Customer Service Reps are...
  • Just Posted

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Digital Banking Facilitator
  • Origin Bank
  • Ruston, LA FULL_TIME
  • We are looking for a Digital Banking Facilitator to join our team in Ruston, LA.Summary: The Digital Banking Facilitator should be knowledgeable of all aspects of the currently supported Digital Banki...
  • 20 Days Ago

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0 Client Services Representative (Banking) jobs found in Monroe, LA area

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Customer Service Representative - Monroe, LA
  • Avflight
  • Monroe, LA
  • Location: Monroe, LA Employment Type: Full-Time Exempt/Non-Exempt: Non-Exempt Benefits: Medical, Dental, Vision, 401k pl...
  • 3/28/2024 12:00:00 AM

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Customer Service Representative Driver (CSR)
  • Aramark Uniform
  • Monroe, LA
  • ** Customer Service Representative Driver (CSR)** **Job Category****:** Service Professional **Requisition Number****:**...
  • 3/28/2024 12:00:00 AM

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Relief Customer Service Representative Driver
  • Aramark Uniform
  • Monroe, LA
  • ** Relief Customer Service Representative Driver** **Job Category****:** In Unit-Service-Rte Suppt **Requisition Number*...
  • 3/27/2024 12:00:00 AM

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Customer Service Representative - Work From Home>
  • Garner Health
  • Monroe, LA
  • [Member Service / Remote] - Anywhere in U.S. / Up to $19 per hour - As a Customer Service Rep you'll: Become an expert o...
  • 3/27/2024 12:00:00 AM

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FT Customer Experience Associate - Work From Home>
  • Alma
  • Monroe, LA
  • [Customer Service / Remote] - Anywhere in U.S. / $23 per hour / May 21st Start Date / Health, dental and vision / 401k /...
  • 3/27/2024 12:00:00 AM

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Customer Service Representative
  • Havepurpose
  • Monroe, LA
  • **Customer Service Representative** **Location:** Monroe, LA, US, 71201 **Company:** Purpose Financial * Competitive Wag...
  • 3/27/2024 12:00:00 AM

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FT Client Support Representative - Work From Home>
  • Luxury Presence
  • Monroe, LA
  • [Customer Service / Remote] - Anywhere in U.S. / Up to $50K per year / Healthcare benefits / Able to work 9a-6p PST - As...
  • 3/24/2024 12:00:00 AM

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Customer Service Representative - Work From Home>
  • Beyond Finance
  • Monroe, LA
  • [Call Center / Fully Remote] - Anywhere in U.S. / Competitive pay / Health, dental, and vision / PTO / 401k matching / C...
  • 3/24/2024 12:00:00 AM

Monroe (historically French: Poste-du-Ouachita) is the eighth-largest city in the U.S. state of Louisiana. It is the parish seat of Ouachita Parish. In the official 2010 census, Monroe had a population of 48,815. The municipal population declined by 8.1 percent over the past decade; it was 53,107 in the 2000 census. After a recheck in 2012, the Census Bureau changed the 2010 population from 48,815 to 49,147. Mayor Jamie Mayo, however, maintains that the Monroe population is more than 50,000 and indicated that he will pursue a continued challenge to the count. Monroe is the principal city of t...
Source: Wikipedia (as of 04/11/2019). Read more from Wikipedia
Income Estimation for Client Services Representative (Banking) jobs
$35,803 to $47,594
Monroe, Louisiana area prices
were up 1.2% from a year ago