Client Services Representative (Banking) jobs in Schenectady, NY

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 Services
  • Transfinder
  • Schenectady, NY INTERN
  • The 2023 Summer Internship position is remote and open to residents of Texas or New York.

    Overview


    As the leading software provider for Transportation Management Systems, Transfinder is seeking an enthusiastic, career- minded, and motivated student to join the team as an intern.

    The prime candidate for this internship will be someone who loves problem solving, has an analytical mind, and is looking to develop their professional skill set in preparation for graduation and beyond.

    The intern will report directly to the Director of Support Services and will work closely with Data Specialists, Project Managers, Engineers, Applications Specialists, and Support Services personnel.

    This individual will get the opportunity to learn and work alongside seasoned professionals and learn what it takes to be part of a fast-paced software company.

    Responsibilities


    • Coordinate technical calls from clients needing support
    • Work alongside an Installation Engineer and Support Specialists to learn the best practices for installing software and the set-up of an end users environment.
    • Research and collect custom client data. This position will require the individual to understand the importance of data security and be conscious of the sensitivity of the data they are reviewing
    • Analyze and provide feedback to the completeness of client data requirements
    • Assist in reporting on internal data analytics
    • Participate in QA and development support activities Learning Objectives
    • Gain exposure to software industry and professionals
    • Learn the requirements and expectations of documentation standards
    • Gain experience with tools such as Microsoft Dynamics, RDP Clients, reporting tools, and server management

    Requirements




    • Minimum of 1 year in current degree program.
    • Excellent verbal and written communication skills. Comfortable communicating with all levels of professional individuals
    • Excellent organizational, time management, analytical, and problem-solving skills
    • Experience with Microsoft Office Suit
  • 28 Days Ago

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Client Services Specialist - CSR
  • A. Johnson Plumbing and Heating, Inc.
  • Clifton Park, NY FULL_TIME
  • A. Johnson Plumbing and Heating, Inc. in Clifton Park, NY is looking to hire a full-time Client Services Specialist - CSR to tend to our customer service needs. Are you an experienced and outgoing cus...
  • 1 Month Ago

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Client Associate
  • D13 Wells Fargo Clearing Services, LLC
  • AUSTIN WESTLAKE, TX FULL_TIME
  • About this role: Wells Fargo is seeking a Client Associate in Wealth and Investment Management as part of Wells Fargo Advisors. Learn more about our career areas and lines of business at wellsfargojob...
  • Just Posted

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Client Service Consultant
  • GTM Payroll Services Inc
  • Clifton Park, NY FULL_TIME
  • Are you a skilled communicator with a knack for navigating challenging situations? Are you ready to provide unparalleled service to households in need of solutions? Join our growing Household Services...
  • 5 Days Ago

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Loan Services Representative
  • Glens Falls National Bank & Trust Company
  • Glens Falls, NY FULL_TIME
  • The Arrow Financial Corporation Family of Companies is seeking dynamic, authentic individuals to join our amazing team! Currently, we are looking for an experienced professional to join our Loan Servi...
  • 21 Days Ago

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Patient Services Representative
  • Aspen Dental
  • Schenectady, NY 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...
  • 7 Days Ago

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0 Client Services Representative (Banking) jobs found in Schenectady, NY area

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Field Service Representative
  • Daniels Health
  • Schenectady, NY
  • ???? **Privacy Notice** **Field Service Representative** Schenectady, NY / USA Field Service / Full Time Daniels Health ...
  • 4/26/2024 12:00:00 AM

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Customer Support Representative
  • Shore Marketing Inc
  • Schenectady, NY
  • Job Description Job Description Shore Marketing Group is a premier marketing and sales firm, with its fundamental streng...
  • 4/24/2024 12:00:00 AM

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Travel CT Technologist - $2,291 per week
  • TRS Healthcare
  • Albany, NY
  • Ardor Health Solutions is seeking a travel CT Technologist for a travel job in Albany, New York. Job Description & Requi...
  • 4/24/2024 12:00:00 AM

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Customer Service Sales Representative
  • InsuraTec Services Group
  • Schenectady, NY
  • Customer Service Sales Representative Location: Remote, Virtual, Work From Home Experience Level: Entry-Level (No Experi...
  • 4/23/2024 12:00:00 AM

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Customer Care Officer - Delight Team
  • Qonto
  • Albany, NY
  • ???? **Privacy Notice** **Customer Care Officer - Delight Team** Barcelona / Operations & Customer Success Customer Succ...
  • 4/22/2024 12:00:00 AM

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Customer Care Officer - French Market
  • Qonto
  • Albany, NY
  • ???? **Privacy Notice** **Customer Care Officer - French Market** Barcelona / Operations & Customer Success Customer Suc...
  • 4/22/2024 12:00:00 AM

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Assistant Customer Service Manager - Front End
  • The Golub Corporation
  • Schenectady, NY
  • Salary: $17.50- $22.25 SUMMARY Responsible to ensure each Front End associate provides fast, friendly, and efficient cus...
  • 4/22/2024 12:00:00 AM

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Domestic Violence Hotline Operator
  • Ywca Of Schenectady
  • Schenectady, NY
  • Job Description Job Description About YWCA NENY Established in 1888, YWCA NENY has a rich history of adapting programs t...
  • 4/22/2024 12:00:00 AM

Schenectady (/skəˈnɛktədi/) is a city in Schenectady County, New York, United States, of which it is the county seat. As of the 2010 census, the city had a population of 66,135. The name "Schenectady" is derived from a Mohawk word, skahnéhtati, meaning "beyond the pines". Schenectady was founded on the south side of the Mohawk River by Dutch colonists in the 17th century, many from the Albany area. They were prohibited from the fur trade by the Albany monopoly, which kept its control after the English takeover in 1664. Residents of the new village developed farms on strip plots along the rive...
Source: Wikipedia (as of 04/11/2019). Read more from Wikipedia
Income Estimation for Client Services Representative (Banking) jobs
$40,324 to $53,601
Schenectady, New York area prices
were up 1.5% from a year ago