Client Services Representative (Banking) jobs in Peoria, AZ

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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Phoenix Client Banking Services Professional
  • JobRapido
  • goodyear, AZ FULL_TIME
  • Position Type: Regular
    Your Opportunity

    At Schwab, you're empowered to make an impact on your career. Here, innovative thought meets creative problem solving, helping us "challenge the status quo" and transform the finance industry together.

    Schwab was built around a simple idea: put the client first. Many companies say that, but we work hard to keep clients at the heart of everything we do by offering a better, more modern way to build and manage wealth.

    As a Client Banking Service Professional, you are at the forefront of the client experience, delivering outstanding service to the clients of Charles Schwab Bank. You will provide subject matter expertise on the following banking products and services: deposit accounts, online account management and bill pay, money movement, mobile banking, and debit cards.

    Not only do we put our clients first, but we also extend this same approach to our employees. At Schwab, we respect and care for all, and you can go as far as your ambition takes you - we're here to empower you to Own Your Tomorrow by providing comprehensive training, mentorship, and development support to help you reach your potential and achieve your dreams. Firm growth means growth for you. In addition to a well-structured career path, you'll also engage in meaningful and impactful work by building trust and inspiring confidence through exceptional service, one connection at a time.

    What you have

    Required Qualifications

    • Minimum of 1 year of work experience, which may include unpaid work, volunteer experience, internships, or other roles
    • Ability to work in the office up to 75% - 100% of the time, as required

    Preferred Qualifications

    • Outstanding client service skills with the ability to handle approximately 40 - 60 inbound calls per day while demonstrating empathy and problem-solving skills
    • Active listening skills along with the ability to engage in open-ended dialogue to gain a thorough understanding of the client's financial needs
    • Dedication to resolving a variety of complex client inquiries both through technology and by working closely with business partners within Schwab to identify efficient and effective methods to meet client goals
    • Ability to establish rapport with clients over the phone to create long term relationships with Schwab
    • Desire to be part of a supportive and collaborative team
    • High attention to detail to adhere to extensive bank policies, procedures, and guidelines
    • Drive to learn from a dedicated team manager focused on helping you reach clear performance objectives by providing leadership support and on-the-job learning
    • Proven success navigating multiple computer applications


    What's in it for you

    At Schwab, we're committed to empowering our employees' personal and professional success. Our purpose-driven, supportive culture, and focus on your development means you'll get the tools you need to make a positive difference in the finance industry. Our Hybrid Work and Flexibility approach balances our ongoing commitment to workplace flexibility, serving our clients, and our strong belief in the value of being together in person on a regular basis.

    We offer a competitive benefits package that takes care of the whole you - both today and in the future:

    • 401(k) with company match and Employee stock purchase plan
    • Paid time for vacation, volunteering, and 28-day sabbatical after every 5 years of service for eligible positions
    • Paid parental leave and family building benefits
    • Tuition reimbursement
    • Health, dental, and vision insurance

    About the Company:
    JobRapido



  • 4 Days Ago

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Phoenix Client Banking Services Professional
  • Charles Schwab Inc.
  • Phoenix, AZ FULL_TIME
  • Your Opportunity START DATE: June 3, 2024 At Schwab, you’re empowered to make an impact on your career. Here, innovative thought meets creative problem solving, helping us “challenge the status quo” a...
  • 1 Month Ago

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Client Services Representative
  • ProCraft Cabinetry
  • Phoenix, AZ FULL_TIME
  • Client Services Representative ProCraft Cabinetry - Phoenix, AZ, USA Compensation $16 to $19 Hourly Benefits Offered Dental, Life, Medical, Vision Employment Type Full-Time Summary of Position The Cli...
  • 20 Days Ago

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Client Services Representative
  • Ethos Veterinary Health
  • Phoenix, AZ FULL_TIME
  • Job Description We are seeking a highly motivated and customer-focused individual to join our team as a Customer Service Representative. As a Customer Service Representative, you will be responsible f...
  • 8 Days Ago

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Client Services Representative
  • Paramount Lender Solutions
  • Phoenix, AZ FULL_TIME
  • About Paramount Recovery Services Inc. Paramount is the leading direct asset resolution company in America. Powered by state-of-the-art LPR technology, we value the smooth transition of assets, no mat...
  • 10 Days Ago

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Client Services Representative
  • NVA
  • Phoenix, AZ FULL_TIME
  • Description & Requirements We are seeking a highly motivated and customer-focused individual to join our team as a Customer Service Representative. As a Customer Service Representative, you will be re...
  • 10 Days Ago

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0 Client Services Representative (Banking) jobs found in Peoria, AZ area

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Client Services Associate
  • The Colony Group
  • Scottsdale, AZ
  • InterOcean Capital is a growing Registered Investment Advisory (RIA) firm with approximately $5.5B in assets under manag...
  • 4/25/2024 12:00:00 AM

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Client Services Associate
  • Connect AZ
  • Gilbert, AZ
  • At Connect AZ, our dedicated team is deeply committed to making a positive impact on our community. We're looking for a ...
  • 4/25/2024 12:00:00 AM

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Client Service Associate (Remote)
  • Priority Financial Group
  • Phoenix, AZ
  • The Client Service Associate provides support and assistance to financial advisors. This job is a mixture of client serv...
  • 4/25/2024 12:00:00 AM

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Client Service Associate/Teller (20 Hours) - Camelback & 40th Street/Phoenix (AZ)
  • Zions Bancorporation
  • Phoenix, AZ
  • At National Bank of Arizona, we're a community of professionals with relationships at our core. We strive to promote an ...
  • 4/24/2024 12:00:00 AM

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Veterinary Client Service Representative
  • VCA Animal Hospitals
  • Phoenix, AZ
  • **VCA Mountain View Animal Hospital is seeking detail-oriented, multi-tasking individual to work full-time: 4/day work w...
  • 4/23/2024 12:00:00 AM

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Customer Service Representative-1277
  • SA Technologies
  • Phoenix, AZ
  • Job Description Job Description Role: Customer Service Representative-1277 Estimated Duration: 6+ months Location: Phoen...
  • 4/23/2024 12:00:00 AM

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Clinical Client Services Representative
  • Lab Express Inc
  • Phoenix, AZ
  • Job Description Job Description The Opportunity: LabXpress is seeking a qualified Full time Client Services Representati...
  • 4/22/2024 12:00:00 AM

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Client Service Representative -Fully Remote
  • American Income Life AO - Valerie Sanchez
  • Phoenix, AZ
  • AO is seeking enthusiastic, hard-working, and friendly individuals to join our team and provide exceptional support to o...
  • 4/22/2024 12:00:00 AM

Peoria is located at 33°34′57″N 112°14′19″W / 33.58250°N 112.23861°W / 33.58250; -112.23861 (33.582439, −112.238548). According to the United States Census Bureau, the city has a total area of 141.7 square miles (367 km2), of which, 138.2 square miles (358 km2) of it is land and 3.5 square miles (9.1 km2) of it (2.44%) is water. Peoria has now annexed over 170 square miles (440 km2) and is in two counties Maricopa County and Yavapai County. It is technically the largest incorporated city in Yavapai County even though almost all of Peoria's current population resides on the Maricopa side. Th...
Source: Wikipedia (as of 04/11/2019). Read more from Wikipedia
Income Estimation for Client Services Representative (Banking) jobs
$39,288 to $52,224
Peoria, Arizona area prices
were up 2.2% from a year ago