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)
Description & Requirements Answer inbound calls providing education, enrollment, and helpline services. Document all calls received in State or Project systems.
Process enrollment forms received, make call backs, process other mail. Report system issues, concerns, or discrepancies.
Essential Duties and Responsibilities : - Answer incoming calls from consumers including the general public, prospective enrollees and people assisting enrollees or acting on their behalf in accordance with all performance standards, policy and procedures, and protocols including but not limited to the confidentiality and privacy policies.
mails information in response to requests, and refers callers or their concerns to the appropriate department and documents the call in the appropriate systems.
2) Educates beneficiaries on managed care or other DCH programs. 3) Verifies enrollment and case information in CRM, Champs, and MAXeb.
Maintains updated knowledge of plans and providers that are available to beneficiaries. 4) Assists beneficiaries in enrolling / disenrolling in plans, and in selecting a Primary Care Provider, including entering enrollments into the appropriate system.
Answer's caller questions about completing applications. 5) Ability to deviate from standard screens, scripts, and procedures as needed with certain calls 6) Communicates more complex information, using job experience to anticipate and proactively address related questions.
7) Reviews enrollment forms for accuracy and completeness. 8) Sends necessary letters to beneficiaries. 9) Maintains updated knowledge of the project.
10) Assists with on-the-job training for employees as necessary. 11) Raises issues of concern and / or problems to the attention of the Lead Client Service Representative, Supervisor, or Call Center Manager.
12) Performs other duties as may be assigned by management. Minimum Requirements Minimum Requirements : - High school diploma or GED required and 6 months of relevant professional experience required, or equivalent combination of education and experience.
Education Required / Preferred : High School diploma, GED or equivalent certification. Associates degree or higher preferred.
In lieu of degreed program, we will accept equivalent in education and / or experience. Skills / Knowledge Required : Knowledge of the community to be served;
excellent organizational, written, and verbal communication skills; proficiency with computer applications, including Microsoft Office.
Experience Required : 6 months - 2 years of experience with MI Enrolls Call Center OR 6 months - 2 years of experience with helpline services calls, human services, enrollment, and / or customer service.
May have additional training or education in area of specialization. Experience Preferred : At least one year of experience with MI Enrolls Call Center, education or experience in providing customer service to low-income populations or children;
two years of human services experience. EEO Statement Active military service members, their spouses, and veteran candidates often embody the core competencies Maximus deems essential, and bring a resiliency and dependability that greatly enhances our workforce.
We recognize your unique skills and experiences, and want to provide you with a career path that allows you to continue making a difference for our country.
We're proud of our connections to organizations dedicated to serving veterans and their families. If you are transitioning from military to civilian life, have prior service, are a retired veteran or a member of the National Guard or Reserves, or a spouse of an active military service member, we have challenging and rewarding career opportunities available for you.
A committed and diverse workforce is our most important resource. Maximus is an Affirmative Action / Equal Opportunity Employer.
Maximus provides equal employment opportunities to all qualified applicants without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, protected veteran status or disabled status.
Last updated : 2024-04-23
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