Client Services Representative (Banking) jobs in Springfield, MA

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
  • Mill Valley Veterinary Clinic
  • Belchertown, MA FULL_TIME
  • Mill Valley Veterinary Clinic -

    The Client Service Representative or CSR is an essential member of the Veterinary Team as they

    provide administrative and organizational support. The CSR helps to develop policies and

    procedures alongside the Practice Manager in order to improve on clinic performance and

    efficiencies. The CSR participates in training of new hires and current staff and personal

    development.

    The CSR is responsible for overseeing the day-to-day operations of all client services helping

    assure ideal productivity and customer care. Their goal is to foster both a positive and

    comfortable environment for the public as well as demonstrate professionalism and compliance

    for clinic policy. As the first and last point of contact for clinic visitors, the CSR demonstrates

    excellent interpersonal communication, animal care knowledge, and a connection to the clinic’s

    core values and mission statement.

    Our ideal candidate is very team-oriented and works well on a multi-faceted team of doctors and

    experienced veterinary support staff. We are looking for an individual who is enthusiastic and

    interested in growing in their position, communicates well with clients and staff, and maintains a

    positive attitude in stressful situations. We encourage a strong work-life balance and provide

    flexibility with scheduling to ensure your needs are met.

    Interested candidates can send a resume / CV, cover letter & references to

    contact@millvalleyvet.com.

    Essential Job Functions

    Provide compassionate care to patients and clients to build relationships and enhance the

    clinic’s reputation in the community

    Greet clients and pets immediately upon arrival, determine reason for visit, ensure

    updated registration forms are on file and inform clients of expected wait time

    Alert management immediately of potential client, patient, or staff issues

    Conduct oneself in a confident and courteous manner at all times including during

    stressful situations

    Ensure a pleasant, respectful and productive relationship with Veterinarians and all team

    members

    Demonstrate strong multitasking skills in a fast-paced, deadline-driven setting

    Handles after life planning and care with compassion while following euthanasia

    protocols

    Assist in training staff on tasks / customer service initiatives / policies & procedures

    Maintain a clean, safe and professional work environment including the appearance of

    reception and waiting room area

    Maintain office equipment and supplies, inform proper individuals when repairs and

    supplies are needed

    Ensure that checklists and daily housekeeping tasks are completed and initialed

    Follow all leash handling guidelines to safely navigate dogs throughout the facility

    Apply the use of specific language designed to communicate / reinforce behavior

    expectations to dogs

    Comply with verbal and written instructions communicated such as emails, lists,

    color-coded signs

    Maintain excellent attendance record with on-time arrival

    Follow dress code guidelines; present in a neat, clean and hygienic manner at all times

    Communications & Scheduling

    Receive incoming phone calls

    Check voicemail / return calls in a timely manner

    Record complete phone messages or assign tasks to appropriate staff member

    Schedule appointments effectively

    Respond to routine medical questions such as vaccination protocols for puppies / kittens,

    pre-surgery care requirements, fleas, intestinal parasites, etc.

    Use salesmanship and product knowledge to suggest product options

    Provide cost estimates for products and services including treatment plans, vaccinations,

    and surgeries

    Confirm routine appointments and surgeries for next business day including appropriate

    instructions

    Determine the difference between urgent / routine appointment needs and schedules

    accordingly

    Files & Correspondence

    Complete all client and patient forms; scans into records

    Verify accuracy of information in hard file vs computer file; update as needed

    Enter and verify patient charges

    After patient visit, update reminders, schedule follow up and / or additional appointments

    Provide client education, vaccine schedules, certificates, pre-surgery / discharge

    instruction

    Prepare surgical consent forms

    Mail client correspondence including welcome, reminder, thank you, condolence letters

    and surgical consent forms

    Copy, mail, fax, email patient records at client request

    Financial Responsibilities

    Prepare invoice and receive payments

    Reconcile cash drawer, print daily reconciliation in computer and credit card terminal

    Collect credit card information from clients and record payments

    Monitor accounts receivable and report outstanding accounts

    Perform other duties as assigned including assisting in other areas / departments

    Physical Demands

    Standing, sitting, walking. balancing, crawling

    Talking, hearing

    Stooping, bending, kneeling, crouching

    Reaching, handling, fingering, feeling

    Color detection, motion and depth perception, near and far acuity

    Job Hazards

    Exposure to dog and cat bites and scrapes

    Exposure to disease or infection

    Exposure to contaminants

    Restraining large animals in an agitated state

    Frequent bending and lifting (see complete list of physical demands)

    Must be prepared to cope with euthanasia and the trauma endured by medical

    professionals who deal with illness, death and dying on a regular basis

    Qualifications

    Customer service experience- 1 year (preferred)

    Veterinary or professional animal care experience- 1 year (preferred)

    High school diploma or equivalent (required)

    Outstanding interpersonal communication skills

    Highly organized; able to multitask in a fast paced setting

    Strong computer experience; learns new programs with ease

    Comfortable interacting with animals of all breeds and sizes

    Passionate about animal welfare; treats all animals with compassion and kindness

    Follow rotating work schedule (e.g. nights, weekends and holidays)

    Reliable and dependable; maintain excellent attendance and punctuality

    Strong work ethic; sets high standards for self and others

    Job Types & Benefits

    Job types include full-time and part-time. Schedule requires weekday and weekend availability

    with flexible hours. Competitive hourly pay. Benefits include :

    Paid holidays

    Paid vacation and personal time off

    Health insurance and supplemental insurance including dental

    Retirement plan with 3% employer match

    Annual account credit for employee pets

    Disclaimers

    The above information has been designed to indicate the general nature of work performed by

    employees within this classification. It is not designed to contain or to be interpreted as a

    comprehensive inventory of all duties, responsibilities and qualifications required of employees

    assigned to this job. Management reserves the right to revise the job description or require that

    other tasks be performed or deleted in accordance with business needs.

    Last updated : 2024-04-25

  • Just Posted

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Veterinary Client Service Representative
  • Longmeadow Veterinary Clinic
  • Longmeadow, MA PART_TIME,FULL_TIME
  • We are a privately-owned small animal practice with excellent benefits! We are actively seeking an experienced Customer Service Representative who can bring their expertise and passion to work. If you...
  • Just Posted

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Veterinary Client Service Representative
  • Mill Valley Veterinary Clinic
  • Belchertown, MA FULL_TIME
  • The Client Service Representative or CSR is an essential member of the Veterinary Team as they provide administrative and organizational support. The CSR helps to develop policies and procedures along...
  • 2 Days Ago

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Supervisor Client Service Representative
  • VCA Animal Hospitals
  • Palmer, MA FULL_TIME
  • Client Service SupervisorWe are seeking a highly experienced Client Service Professional to join our leadership team as Client Service Supervisor.Under direction from the Hospital Manager/Administrato...
  • 2 Days Ago

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Assistant Client Service Representative
  • First American Insurance Agency
  • Brimfield, MA FULL_TIME
  • Assistant Client Service Representative Are you looking for a great place to work? Then look at First American Insurance Agency. We have been serving the Western Massachusetts community for over 30 ye...
  • 8 Days Ago

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Client Service Representative Supervisor
  • VCA Animal Hospitals
  • South Hadley, MA FULL_TIME
  • VCA South Hadley Animal Hospital is growing, and we are searching for an experienced Client Service Supervisor to join our team! Do you have a passion for veterinary medicine? Is work-life balance and...
  • 15 Days Ago

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0 Client Services Representative (Banking) jobs found in Springfield, MA area

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Client Service Associate
  • Kestra Financial
  • Avon, CT
  • This role will be involved with all aspects of a comprehensive financial planning team. Under direct supervision of the ...
  • 4/23/2024 12:00:00 AM

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Executive Client Service Associate
  • Edelman Financial Engines
  • Farmington, CT
  • Description Executive Client Service Associate (Farmington, CT) At Edelman Financial Engines (EFE), we believe everyone ...
  • 4/23/2024 12:00:00 AM

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Client Service Associate, The Wealth Office
  • Fiducient Advisors
  • Windsor, CT
  • Fiducient Advisors provides tailored and personalized investment consulting services to clients such as retirement plan ...
  • 4/23/2024 12:00:00 AM

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Customer Service Representative
  • Colchester Veterinary Hospital
  • Colchester, CT
  • Description Being a Client Service Representative (CSR) in a veterinary office takes a special kind of person who is abl...
  • 4/23/2024 12:00:00 AM

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Client Service Associate, The Wealth Office
  • Fiducient Advisors
  • Windsor, CT
  • Fiducient Advisors provides tailored and personalized investment consulting services to clients such as retirement plan ...
  • 4/22/2024 12:00:00 AM

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Administrative Assistant/Client Service Associate
  • Kestra Financial
  • Avon, CT
  • The Administrative Assistant (AA)/Client Service Associate (CSA) will work closely with the Director of Operations, prov...
  • 4/22/2024 12:00:00 AM

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Client Service Associate
  • 4 A BETTER LIFE LLC
  • Hartford, CT
  • Job Description Job Description Client Service Associate will work directly with the court appointed Conservator to comp...
  • 4/21/2024 12:00:00 AM

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Client Service Representative
  • VCA Animal Hospitals
  • Great Barrington, MA
  • We are seeking an experienced Client Service Representative to join our team. At VCA Animal Hospitals, we take our missi...
  • 4/21/2024 12:00:00 AM

Springfield is located at 42°6′45″N 72°32′51″W / 42.11250°N 72.54750°W / 42.11250; -72.54750 (42.112411, −72.547455). According to the United States Census Bureau, the city has a total area of 33.1 square miles (85.7 km2), of which 31.9 square miles (82.5 km2) are land and 1.2 square miles (3.1 km2), or 3.65%, are water. Once nicknamed "The City in a Forest," Springfield features over 4.0 square miles (10.4 km2) of urban parkland, 12% of its total land area. Located in the fertile Connecticut River Valley, surrounded by mountains, bluffs, and rolling hills in all cardinal directions, Spring...
Source: Wikipedia (as of 04/11/2019). Read more from Wikipedia
Income Estimation for Client Services Representative (Banking) jobs
$41,560 to $55,243
Springfield, Massachusetts area prices
were up 1.6% from a year ago