Client Services Representative (Banking) jobs in Monterey, CA

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 Service Representative
  • Gentiva Personal Care
  • Monterey, CA FULL_TIME
  • Our Company

     

    Victorian Personal Home Care is a member of the Gentiva family - an industry leader in hospice, palliative, home health, and personal home care. Our place is by the side of those who need us, offering physical, spiritual and emotional support to patients and their families so they may make the most of every moment. We believe that better care for caregivers and clinicians means better care for everyone, so we offer ongoing professional training, lower nurse-to-patient ratios, and comprehensive benefits for eligible employees. Here, you’ll join gifted colleagues who make a lasting difference in people’s lives every day.

     

    Overview

    We are looking for a Client Service Representative to join our team. This position will directly report to the Branch Manager PC and is responsible for Quality Assurance of services provided in the client care setting, customer service and sales support for Gentiva Personal Complete and document all Supervisory Visits for the Branch in compliance with the schedule outlined in the PHCA Policies and Procedures.

    • Point of contact for customer service for clients
    • Communication with client/responsible party for coordination of service plan.
    • Introduction of new PCAs for all schedule changes with clients.
    • Responsible for following existing client appreciation efforts such as sending out birthday, holiday, sympathy cards, client of the month, etc, as well as coming up with new ideas to appreciate clients
    • Documents all client communications in Matrix.
    • Collaborates with Branch and Staffing Manager/s to resolve client concerns, prevent unnecessary discharges, and aid in customer retention

    Compensation may vary within the salary range provided based on several factors including but not limited to a candidate’s location, experience, education, skills, licensure, certifications and department equity.  Gentiva provides associates with a comprehensive benefits and total rewards package, of which base pay is just one piece.

     

    Salary Range - $25/hr to $28/hr

    About You

    • High School Diploma or equivalent required.  Bachelor’s degree preferred.
    • Two years previous office experience and knowledge of filing
    • Two – five years customer service experience preferred
    • Knowledge of Matrix.
    • Familiar with State and Federal laws pertaining to the industry as well as labor laws.
    • Strong communication, interpersonal and organizational skills.
    • Extensive telephone use is required.
    • Local car travel is required.
    • Must read, write and speak fluent English.

    We Offer

    • Comprehensive Benefits Package: Health Insurance, 401k Plan, Tuition Reimbursement, PTO
    • Opportunity to participate in a Fleet Program
    • Competitive Salaries
    • Mileage Reimbursement
    • Professional growth and development opportunities

    Legalese

    • This is a safety-sensitive position
    • Employee must meet minimum requirements to be eligible for benefits
    • Where applicable, employee must meet stage specific requirements
    • We are proud to be an EEO employer
    • We maintain a drug-free workplace

    Location

    Victorian Personal Home Care
  • 17 Days Ago

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Client Service Representative PC
  • Gentiva
  • Monterey, CA FULL_TIME
  • Our Company Victorian Personal Home Care is a member of the Gentiva family - an industry leader in hospice, palliative, home health, and personal home care. Our place is by the side of those who need ...
  • 18 Days Ago

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Client Service Representative
  • Western Growers Family of Companies
  • Salinas, CA FULL_TIME
  • For more than 60 years, Western Growers Assurance Trust (WGAT) has been providing members of Western Growers, an association representing employers in the agriculture industry, with an affordable heal...
  • 10 Days Ago

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Client Service Representative
  • VCA Animal Hospitals
  • Salinas, CA FULL_TIME
  • Client Service RepresentativeWe are seeking an experienced Client Service Representative to join our team. At VCA Animal Hospitals, we take our mission statement – your pet’s health is our top priorit...
  • 1 Month Ago

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Neurology california
  • HealthEcareers - Client
  • Monterey, CA FULL_TIME
  • A multi-specialty group of 90 physicians just two hours south of San Francisco in Monterey, CA is seeking BE / BC Neurologist physician to join their team. The ideal candidate will have a strong focus...
  • 18 Days Ago

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Retail Print and Client Services Supervisor - Key Carrier
  • Office Depot
  • Salinas, CA 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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0 Client Services Representative (Banking) jobs found in Monterey, CA area

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Travel Physical Therapist - $2,680 per week
  • Hiring Now!
  • Monterey, CA
  • Ardor Health Solutions is seeking a travel Physical Therapist for a travel job in Monterey, California. Job Description ...
  • 4/24/2024 12:00:00 AM

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Customer Service Representative B2B BOT
  • Foodinfotech
  • Monterey, CA
  • ** Customer Service Representative B2B BOT** Nespresso Min. 3-5 Years Market Competitive Compensation Montreal, CA Job P...
  • 4/24/2024 12:00:00 AM

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Travel Speech Language Pathologist - $2,090 per week
  • Hiring Now!
  • Monterey, CA
  • Ardor Health Solutions is seeking a travel Speech Language Pathologist for a travel job in Monterey, California. Job Des...
  • 4/22/2024 12:00:00 AM

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Travel Physical Therapist - $2,090 per week
  • Hiring Now!
  • Monterey, CA
  • Ardor Health Solutions is seeking a travel Physical Therapist for a travel job in Monterey, California. Job Description ...
  • 4/22/2024 12:00:00 AM

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Travel Occupational Therapist - $2,090 per week
  • TRS Healthcare
  • Monterey, CA
  • Ardor Health Solutions is seeking a travel Occupational Therapist for a travel job in Monterey, California. Job Descript...
  • 4/22/2024 12:00:00 AM

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Travel Echo-Vascular Technician - $3,036 per week
  • Hiring Now!
  • Monterey, CA
  • Ardor Health Solutions is seeking a travel Echo-Vascular Technician for a travel job in Monterey, California. Job Descri...
  • 4/21/2024 12:00:00 AM

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Client Service Representative
  • VetnCare
  • Soledad, CA
  • **Client Service Representative** Soledad, CA / Los Coches Animal Hospital / Full-Time Founded in 2011 by veterinarians ...
  • 4/20/2024 12:00:00 AM

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Travel Physical Therapist - $2,546 per week
  • Hiring Now!
  • Monterey, CA
  • Ardor Health Solutions is seeking a travel Physical Therapist for a travel job in Monterey, California. Job Description ...
  • 4/20/2024 12:00:00 AM

Founded on June 3, 1770, Monterey (Spanish: Monterrey) was the capital of Alta California under both Spain and Mexico until 1850. Monterey hosted California's first theater, public building, public library, publicly funded school, printing press, and newspaper. Monterey was the only port of entry for taxable goods in California. In 1846, the U.S. flag was raised over the Customs House, and California became part of the United States after the Mexican–American War. The city is located in Monterey County in the U.S. state of California, on the southern edge of Monterey Bay on California's Cent...
Source: Wikipedia (as of 04/11/2019). Read more from Wikipedia
Income Estimation for Client Services Representative (Banking) jobs
$44,229 to $58,792
Monterey, California area prices
were up 2.5% from a year ago