Client Services Representative (Banking) jobs in Palm Bay, FL

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/Compliance Analyst
  • RSM US LLP
  • Melbourne, FL FULL_TIME
  • RSM is seeking a Client Service Representative (CSR)/Compliance Analyst to join our Risk Advisory practice. This is a temporary 6-9 month project. We are seeking a self-motivated, professional and responsible individual to focus on compliance services for a client based in Florida. This is a critical role where you can truly make a difference in the success of the team. As part of our team, you will assist us in delivering outstanding services to our client.

    Responsibilities include:

    • Meeting with clients and conducting compliance projects
    • Working directly with client personnel to complete consulting services and discuss results
    • Conducting testing related to client engagement parameters in a timely manner
    • Preparing reports on services performed for clients; delivering reports where appropriate and discussing results with clients
    • Completing client projects effectively and efficiently and maintaining a high level of proficiency
    • Develop an understanding of client business objectives

    Basic Qualifications:

    • Exceptional organization skills and attention to detail
    • Advanced knowledge of Excel
    • Decision making, problem solving and analytical skills
    • High level of professionalism
    • Travel is limited, with there being no overnight travel

    Preferred Qualifications:

    • 1-2 years of work experience with federal grants and/or regulatory compliance is a plus
    • Ability to work 40 hours a week
    • Ability to manage multiple projects while meeting deadlines


    Currently, RSM does not intend to hire candidates for entry level positions who will need, now or in the future, RSM sponsorship through any non-immigrant visa category such as the H-1B, H-1B1, E-3, O-1, or TN.

    RSM is committed to providing equal opportunity and reasonable accommodation for people with disabilities. If you require a reasonable accommodation to complete an application, interview, or otherwise participate in the recruiting process, please call us at 800-274-3978 or send us an email at careers@rsmus.com.

    The firm offers a competitive benefits package, base compensation, and an employee bonus program for eligible roles based on individual and firm performance per program guidelines. Base compensation ranges can be found between the ranges noted below in the posting, and an actual offer can vary based upon on role, hiring location, and qualifications. For additional information on RSM’s total rewards, visit our website at https://rsmus.com/careers/working-at-rsm/benefits.html.

    If required by applicable law or client policy, you may be required to be vaccinated for COVID-19 or have an approved accommodation.

    You want your next step to be the right one. You've worked hard to get where you are today. And now you're ready to use your unique skills, talents and personality to achieve great things. RSM is a place where you are valued as an individual, mentored as a future leader, and recognized for your accomplishments and potential. Working directly with clients, key decision makers and business owners across various industries and geographies, you'll move quickly along the learning curve and our clients will benefit from your fresh perspective.

    Experience RSM US. Experience the power of being understood.

    RSM is an equal opportunity/affirmative action employer. Minorities/Females/Disabled/Veterans.

  • 19 Days Ago

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Client Advisory Services Manager (CPA Required)
  • Guidant Financial
  • Melbourne, FL FULL_TIME
  • This is a fully and permanently remote work from home opportunity with a growing and stable company available in select states across the US: AZ, FL, GA, ID, KS, LA, MI, MN, NC, NE, TX, UT, VAThe wage...
  • Just Posted

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HEALTH SERVICES REPRESENTATIVE
  • The State of Florida
  • Fort Pierce, FL FULL_TIME
  • Requisition No: 826573 Agency: Department of Health Working Title: HEALTH SERVICES REPRESENTATIVE - 64068101 Pay Plan: Career Service Position Number: 64068101 Salary: 34,500.00-36,000.00 Annually Pos...
  • 16 Days Ago

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HEALTH SERVICES REPRESENTATIVE - 64068101
  • State of Florida
  • FORT PIERCE, FL FULL_TIME
  • Requisition No: 826573 Agency: Department of Health Working Title: HEALTH SERVICES REPRESENTATIVE - 64068101 Pay Plan: Career Service Position Number: 64068101 Salary: 34,500.00-36,000.00 Annually Pos...
  • 16 Days Ago

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Patient Services Representative
  • RadNet
  • Port Saint Lucie, FL FULL_TIME
  • Monday-Friday 6:30a-3p Job Summary The Patient Services Representative is responsible for greeting in a courteous and professional manner all incoming patients, visitors, physicians, vendors or other ...
  • Just Posted

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Patient Services Representative
  • Aspen Dental
  • Sebring, FL FULL_TIME
  • At Aspen Dental, we put You first, offering the security and job stability that comes with working with a world-class dental service organization (DSO). Our best-in-class training program, competitive...
  • 4 Days Ago

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0 Client Services Representative (Banking) jobs found in Palm Bay, FL area

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FT Call Center Representative - Work From Home>
  • Stout
  • Melbourne, FL
  • [Customer Service / Remote] - Anywhere in U.S. / Up to $34 per hour / Medical, Dental, Vision, & Life / 401k match / PTO...
  • 4/23/2024 12:00:00 AM

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Customer Service Representative
  • Sealing Devices Inc.
  • Melbourne, FL
  • ** Customer Service Representative** **Job Category****:** Customer Service **Requisition Number****:** INSID001219 Show...
  • 4/23/2024 12:00:00 AM

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Customer Service Representative
  • Climate Experts Air Plumbing & Electric
  • Melbourne, FL
  • Job Description Job Description Hiring an experienced Customer Service Representative High Hourly Wage + Daily Bonus Pot...
  • 4/23/2024 12:00:00 AM

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Client Services Associate
  • Space Coast Property Management a Division of Towers Mgmt Group
  • Melbourne, FL
  • Job Description Job Description Our company is currently seeking Client Service candidates to join our team! First impre...
  • 4/22/2024 12:00:00 AM

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International Customer Service Operations Specialist
  • Abbott
  • Orlando, FL
  • Abbott is a global healthcare leader that helps people live more fully at all stages of life. Our portfolio of life-chan...
  • 4/21/2024 12:00:00 AM

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Customer Care Representative 2 - Percepta
  • Percepta, Llc
  • Melbourne, FL
  • Job Description **Requisition Title** : Customer Care Representative 2 - Percepta ( 036OE ) At Percepta, we bring first-...
  • 4/21/2024 12:00:00 AM

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Patient Service Representative II - Family Practice
  • Health First
  • Melbourne, FL
  • POSITION SUMMARY To be fully engaged in providing No Harm/Quality, Customer Experience, and Stewardship through friendly...
  • 4/19/2024 12:00:00 AM

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Customer Service Representative
  • Walmart
  • Indialantic, FL
  • **Job Title: Customer Service Representative (Walmart)** **Job Summary:** As a Customer Service Representative at Walmar...
  • 4/19/2024 12:00:00 AM

Palm Bay is a city in Brevard County, Florida. The city's population was 103,190 at the 2010 United States Census, making it the most populous city in the county. It developed at Turkey Creek at its mouth at Indian River, which flows into the Atlantic Ocean. Palm Bay is a principal city of the Palm Bay−Melbourne−Titusville Metropolitan Statistical Area, which had a population of 543,376 at the 2010 census. According to the United States Census Bureau, the city has a total area of 68.8 square miles (178.3 km2), of which 65.7 square miles (170.2 km2) is land and 3.1 square miles (8.1 km2), or 4...
Source: Wikipedia (as of 04/11/2019). Read more from Wikipedia
Income Estimation for Client Services Representative (Banking) jobs
$36,380 to $48,358
Palm Bay, Florida area prices
were up 1.5% from a year ago