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)
SUMMARY
The Client Success Representative role will support the rest of the Customer Success team by managing quotes throughout the entire sales life cycle, managing the procurement process, and managing client relationships on a regular basis. The successful Client Success Rep will decrease turnaround time on quotes while at the same time improving customer retention by helping to achieve customer business goals.
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KEY RESPONSIBILITIES
QUALIFICATIONS & PREFERRED EXPERIENCE
SKILLS & KNOWLEDGE
EDUCATION & CERTIFICATIONS
Don’t have 100% of the required certifications? No problem! To advance in this industry, it not only requires certifications, but on-the-job experience as well. Valeo Networks believes in investing in our employees, and we will pay for additional certifications that are required for the job position.
BENEFITS
We’ve got you covered! Valeo Networks offers a competitive compensation and benefits package including:
ABOUT US
We are Valeo Networks – a full-service, award-winning Managed Security Services Provider (MSSP) – providing cybersecurity, compliance, cloud solutions, network infrastructure, and managed IT services. With a national presence coast-to-coast, Valeo Networks is a one-stop-shop for expert IT support!
We are experiencing HUGE growth—firmly seated in the top 5% of revenue-generating MSSPs nationwide, making Valeo Networks one of the largest MSSPs nationally. With much more growth on the horizon, we are looking for the best and brightest people in the technology industry to join our team! We take pride in having a talented workforce that allows Valeo Networks to continue to be flexible, adaptable, efficient, and easy to do business with.
A deep understanding of the industry, state-of-the-art technologies, a drive toward continuous innovation, and a top-down focus on employee growth and career progression have contributed to our A company culture. We advance technicians faster than industry standard, and we value career growth for our employees so that we can continue being the trusted technology partner for our clients.
Valeo Networks constantly evolves and explores new ways to enhance our business processes, delight our customers, and provide innovative solutions. To accomplish this, we are 100% people focused. From our colleagues to our partners and clients, we put people first. We build connections with others by being helpful, dependable, communicative, humble, focused, flexible, and not taking ourselves too seriously. We maintain a work-life balance and invest in our team members to increase knowledge and experience.
Learn more at valeonetworks.com.
Our Mission:
We empower businesses to realize their full potential through secure managed solutions.
Our Core Values:
People with these virtues are the ones we want to be a part of our team. Our continued commitment to finding the right people is one of the keys to taking Valeo Networks to the next level. These core values lay the groundwork for who we are, where we are going, how we are going to get there, and when we will arrive. It’s a very exciting time at Valeo Networks, and we want you to be a part of it!
Are you passionate about technology, professional development, and building client relationships? If you think this opportunity is meant for you, apply today!
DISCLAIMER
This is a full-time position – Overtime may be required to handle emergencies, heavy workloads, or other issues.
The above statements are intended to describe the general nature and level of work being performed by employees assigned to this classification. They are not intended to be construed as an exhaustive list of all responsibilities, duties, and/or skills required of all employees within this class.
ACCOMMODATIONS
Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions of the position.
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